SMDC MEDICAL CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SMDC MEDICAL CENTER (EIN 41-1878730)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-03
- IRS object ID
- 201301239349300835
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T16:50:48-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411878730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMDC Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BARBARA JOHNSON CFO | InCareOfName |
| Name Control | SMDC | NameControl |
| Phone | 2187861421 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST 2ND STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA JOHNSON | Name |
| Title | CFO | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health Duluth | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL NIKCEVICH MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 East 2nd Street | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 373168036 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.essentiahealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | We are called to make a healthy difference in people's lives. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3378 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 811916 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 370341 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 418287 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 571825 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 369985973 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 368771098 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1465920 | InvestmentIncomePriorYear |
| Investment Income Current Year | 810809 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2099795 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2663851 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 373969975 | TotalRevenuePriorYear |
| Total Revenue Current Year | 372817583 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1296613 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 991322 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 244510046 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 261227781 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 113484 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 114323744 | OtherExpensePriorYear |
| Other Expenses Current Year | 105341647 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 360130403 | TotalExpensesPriorYear |
| Total Expenses Current Year | 367560750 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13839572 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5256833 | RevenuesLessExpensesCY |
| Total Assets BOY | 291130435 | TotalAssetsBOY |
| Total Assets EOY | 620962837 | TotalAssetsEOY |
| Total Liabilities BOY | 194858781 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 524817265 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 96271654 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 96145572 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 297019216 | Expense |
| Grants | 991322 | Grants |
| Revenue | 368771098 | Revenue |
| Description | See schedule O | Description |
| Total Program Service Expense | 297019216 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3378 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARBARA JOHNSON CFO | NamePerson |
| Telephone Number | 2187861421 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 EAST 1ST STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS PATNOE MD | |||||||||
| President & CMO THRU 4/12 | 60.0 | X | X | 712273 | 0 | 104333 | |||
| Sister Kathleen Hofer | |||||||||
| Board Chair | 60.0 | X | X | 0 | 0 | 0 | |||
| Joseph Bianco MD | |||||||||
| Board Director | 60.0 | X | 0 | 319946 | 50905 | ||||
| Laura Boehlke-Bray MD | |||||||||
| Board Director thru 12/11 | 60.0 | X | 0 | 307013 | 30461 | ||||
| David Gaddie | |||||||||
| Board Treasurer | 10.0 | X | X | 0 | 8200 | 0 | |||
| Neal Hessen | |||||||||
| Board Director | 10.0 | X | 0 | 39350 | 0 | ||||
| Alan Hodnik | |||||||||
| Board Director | 10.0 | X | 0 | 0 | 0 | ||||
| Sherry Mattson | |||||||||
| Board Director | 10.0 | X | 0 | 10400 | 0 | ||||
| Sister Donna Shroeder | |||||||||
| Board Director | 10.0 | X | 0 | 0 | 0 | ||||
| Sister Sarah Smedman | |||||||||
| Board Director | 10.0 | X | 0 | 0 | 0 | ||||
| Susan Streitz MD | |||||||||
| Board Director | 60.0 | X | 0 | 335242 | 26416 | ||||
| Sister Mary Josephine Torborg | |||||||||
| Board Director | 10.0 | X | 0 | 0 | 0 | ||||
| Michael Van Scoy MD | |||||||||
| Board Secretary | 60.0 | X | X | 0 | 358379 | 50778 | |||
| Chuck Walt | |||||||||
| Board Director | 10.0 | X | 0 | 5800 | 0 | ||||
| MELISSA NAJARIAN MD | |||||||||
| BOARD DIRECTOR | 60.0 | X | 0 | 565796 | 50847 | ||||
| DANIEL NIKCEVICH MD | |||||||||
| president & cmo | 60.0 | X | X | 0 | 687465 | 50198 | |||
| BARBARA JOHNSON | |||||||||
| CHIEF FINANCIAL OFFICER | 60.0 | X | 422890 | 0 | 60505 | ||||
| MICHAEL METCALF | |||||||||
| Chief Aministrative Officer | 60.0 | 526817 | 0 | 88755 | X | ||||
| ANN WATKINS | |||||||||
| VP SURGICAL SERVICEs | 60.0 | 232271 | 0 | 49107 | X | ||||
| CYNTHIA SORENSEN | |||||||||
| VP MEDICAL SPECialties | 60.0 | 218463 | 0 | 59924 | X | ||||
| MICHAEL MCAVOY | |||||||||
| VP Operation Hospital | 60.0 | 228717 | 0 | 52065 | X | ||||
| TIMOTHY ZAGER MD | |||||||||
| PRESIDENT DULUTH CLINIC | 60.0 | 0 | 318307 | 42792 | X | ||||
| Scott Johnson MD | |||||||||
| Clinical Chief | 60.0 | 0 | 650431 | 51066 | X | ||||
| BARBARA WESSBERG | |||||||||
| ADMINISTRATOR | 60.0 | 138437 | 11594 | 14689 | X | ||||
| RICHARD SPEHAR | |||||||||
| PHARMACY DIRECTOR | 60.0 | 0 | 151160 | 86407 | X | ||||
| RUTH MCCUTCHEON | |||||||||
| CHIEF OPERATING OFFICER SMMC | 60.0 | 0 | 165742 | 251 | X | ||||
| THERESA GUNNARSON MD | |||||||||
| CLINICAL CHIEF | 60.0 | 0 | 492967 | 55917 | X | ||||
| JUSTIN HILL MD | |||||||||
| SECTION CHAIR | 60.0 | 0 | 608196 | 46429 | X | ||||
| BRAD DAVIS MD | |||||||||
| SECTION CHAIR | 60.0 | 0 | 466483 | 53259 | X | ||||
| DENNIS DASSENKO | |||||||||
| CHIEF INFORMATION OFFICER | 60.0 | 383022 | 0 | 80477 | X | ||||
| PETER PERSON MD | |||||||||
| ESSENTIA HEALTH CEO | 60.0 | 1439889 | 0 | 751215 | X | ||||
| JOHN SMYLIE | |||||||||
| ESSENTIA HEALTH COO | 60.0 | 781020 | 0 | 113712 | X | ||||
| TERESA O'TOOLE | |||||||||
| CAO & CLO | 60.0 | 540240 | 0 | 35223 | X | ||||
| DIANE DAVIDSON | |||||||||
| Sr VP Human Resources | 60.0 | 452877 | 0 | 86063 | X | ||||
| ROBERT NORMAN | |||||||||
| ESSENTIA HEALTH CFO | 60.0 | 0 | 626789 | 135575 | X | ||||
| ROCKLON CHAPIN | |||||||||
| EVP HOSPITAL DIVISION | 0.0 | 444640 | 0 | 59943 | X | ||||
| MARIBETH OLSON | |||||||||
| SMMC COO | 0.0 | 0 | 395008 | 31385 | X | ||||
| ALBERT DEIBELE MD | |||||||||
| CLINICAL CHIEF | 60.0 | 0 | 610192 | 55199 | X | ||||
| THOMAS KAISER MD | |||||||||
| CLINICAL CHIEF | 60.0 | 0 | 865263 | 47440 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6521556 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7999723 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2421336 | TotalOtherCompensation |
| Number Individuals GT100 K | 115 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 114703 | RelatedOrganizations |
| Government Grants | 457098 | GovernmentGrants |
| All Other Contributions | 24 | AllOtherContributions |
| Total Contributions | 571825 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT REVENUE | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 368771098 | TotalRevenueColumn |
| Related Or Exempt Function Income | 368509313 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 261785 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 368771098 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 746319 | TotalRevenueColumn |
| Unrelated Business Revenue | 5215 | UnrelatedBusinessRevenue |
| Exclusion | $741,104 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1506 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1506 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1506 | TotalRevenueColumn |
| Exclusion | $1,506 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97867 | Securities |
| Other | 25445 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 58822 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97867 | Securities |
| Other | -33377 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64490 | TotalRevenueColumn |
| Exclusion | $64,490 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 977950 | GrossSalesOfInventory |
| Cost Of Goods Sold | 291631 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 686319 | TotalRevenueColumn |
| Unrelated Business Revenue | 544916 | UnrelatedBusinessRevenue |
| Exclusion | $141,403 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFETERIA REVENUE | 722100 | 1809130 | $1,809,130 |
| COFFEE CART REVENUE | 722100 | 115762 | $115,762 |
| PARKING REVENUE | 812930 | 43670 | $43,670 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7464 | TotalRevenueColumn |
| Exclusion | $7,464 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1976026 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 372817583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 368509313 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 811916 | UnrelatedBusinessRevenue |
| Exclusion | $2,924,529 | 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 | 988322 | Total |
| Program Services | 988322 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3000 | Total |
| Program Services | 3000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7039038 | Total |
| Program Services | 3755491 | ProgramServices |
| Management And General | 3283547 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206252556 | Total |
| Program Services | 178266121 | ProgramServices |
| Management And General | 27954733 | ManagementAndGeneral |
| Fundraising | 31702 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13883472 | Total |
| Program Services | 10743298 | ProgramServices |
| Management And General | 3140174 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20124550 | Total |
| Program Services | 18346413 | ProgramServices |
| Management And General | 1778137 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13928165 | Total |
| Program Services | 9855527 | ProgramServices |
| Management And General | 4072638 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73577 | Total |
| Management And General | 73577 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -36086 | Total |
| Management And General | -36086 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6860 | Total |
| Management And General | 6860 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287656 | Total |
| Management And General | 287656 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9574517 | Total |
| Program Services | 3062356 | ProgramServices |
| Management And General | 6511261 | ManagementAndGeneral |
| Fundraising | 900 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1648621 | Total |
| Program Services | 58507 | ProgramServices |
| Management And General | 1590114 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10948611 | Total |
| Program Services | 4926027 | ProgramServices |
| Management And General | 6013685 | ManagementAndGeneral |
| Fundraising | 8899 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10704832 | Total |
| Program Services | 348323 | ProgramServices |
| Management And General | 10356509 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6377557 | Total |
| Program Services | 390855 | ProgramServices |
| Management And General | 5986702 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2586528 | Total |
| Program Services | 972262 | ProgramServices |
| Management And General | 1613791 | ManagementAndGeneral |
| Fundraising | 475 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771587 | Total |
| Program Services | 238320 | ProgramServices |
| Management And General | 529447 | ManagementAndGeneral |
| Fundraising | 3820 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -145118 | Total |
| Management And General | -145118 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14138600 | Total |
| Program Services | 14138600 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4442945 | Total |
| Program Services | 4442945 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| MEDICAL SUPPLIES | 28233829 | 28233829 | ||
| BAD DEBT EXPENSE | 17982250 | 17982239 | 11 | |
| AFFILIATE SUPPORT FEE | 17236884 | 17236884 | ||
| UNRELATED BUSINESS TAX | 123605 | 123605 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -19615608 | Total |
| Program Services | 143176 | ProgramServices |
| Management And General | -19826461 | ManagementAndGeneral |
| Fundraising | 67677 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367560750 | Total |
| Program Services | 297019216 | ProgramServices |
| Management And General | 70428050 | ManagementAndGeneral |
| Fundraising | 113484 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124837240 | BOY |
| EOY | 71108 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36608 | BOY |
| EOY | 126550977 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96766 | BOY |
| EOY | 165366 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57644676 | BOY |
| EOY | 49092716 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2998125 | BOY |
| EOY | 488299 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2817985 | BOY |
| EOY | 2877781 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3166298 | BOY |
| EOY | 3490050 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 225297415 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 157068806 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62627049 | BOY |
| EOY | 68228609 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36850500 | BOY |
| EOY | 35884529 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55188 | BOY |
| EOY | 334113402 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291130435 | BOY |
| EOY | 620962837 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52092493 | BOY |
| EOY | 46489451 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 225000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142766288 | BOY |
| EOY | 478102814 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194858781 | BOY |
| EOY | 524817265 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96174888 | BOY |
| EOY | 96048806 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62766 | BOY |
| EOY | 62766 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34000 | BOY |
| EOY | 34000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96271654 | BOY |
| EOY | 96145572 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291130435 | BOY |
| EOY | 620962837 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5256833 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5382915 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $6,860 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 6860 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule C, Part II-B | Identifier |
| Explanation | Essentia Health Duluth pays dues to certain organizations related to the industry which have lobbying expenses. The amount listed is the percentage of the dues paid that were used for lobbying. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34000 | BeginningOfYearBalance |
| End Of Year Balance | 34000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34000 | BeginningOfYearBalance |
| End Of Year Balance | 34000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34000 | BeginningOfYearBalance |
| End Of Year Balance | 34000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34000 | BeginningOfYearBalance |
| End Of Year Balance | 34000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 519579 | OtherCostOrOtherBasis |
| Book Value | 519579 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41049982 | OtherCostOrOtherBasis |
| Depreciation | 26872391 | Depreciation |
| Book Value | 14177591 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 75167 | OtherCostOrOtherBasis |
| Depreciation | 37880 | Depreciation |
| Book Value | 37287 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 173853340 | OtherCostOrOtherBasis |
| Depreciation | 128700028 | Depreciation |
| Book Value | 45153312 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9799347 | OtherCostOrOtherBasis |
| Depreciation | 1458507 | Depreciation |
| Book Value | 8340840 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 68228609 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| POOLED INVESTMENT FUND | 35847308 | F |
| SISU INVESTMENT | 37221 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 35884529 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLES TO TAX EXEMPT ORGS | Description |
| Book Value | 334113402 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 334113402 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLES TO RELATED TAX-EXEMPT ORGS | $469,744,504 |
| DEFINED BENEFIT PENSION LIABILITY | $7,939,382 |
| ASSET RETIREMENT OBLIGATION(FIN 47) | $407,220 |
| UNCLAIMED PROPERTY | $8,088 |
| PATIENT EMERGENCY FUND | $3,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 478102814 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule D, Part V | Endowment Fund intended uses: The endowment fund is a permanently restricted fund used to establish the Miller Memorial Hospital. |
| Schedule D, Part X | ASC 740 footnote: Essentia Health has adopted Accounting Standards Codification 740, Income Taxes (formerly known as FASB Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Tax - an interpretation of FASB Statement No. 109, Accounting for Income Taxes). The adoption of this interpretation had no material impact on the consolidated financial statements and therefore, Essentia Health's consolidated financial statements for fiscal year ended June 30, 2012 no longer includes an ASC 740 footnote. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent150 | X | Pcent150 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 2016416 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2016416 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00580 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 60616431 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 37276275 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 23340156 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06680 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 62632847 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 37276275 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25356572 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07260 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 5 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 301284 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 101693 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 199591 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 323443 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 323443 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 5 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 624727 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 101693 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 523034 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00150 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 5 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 63257574 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 37377968 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25879606 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07410 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 1000 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 1000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 54925 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 54925 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 312023 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 312023 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 435149 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 435149 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 0 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 0 | PersonsServed |
| Total Community Building Expense | 803097 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 803097 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00230 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $17,982,239 | BadDebtExpenseAmount |
| Amount Attributable To | 121465 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 46069057 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 100152464 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -54083407 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| 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 | Essentia Health Duluth | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 East Second Street | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Er Other | X | ErOther |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health Duluth | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 150. | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 300. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| 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 | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 8 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (8 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| Essentia Health Lakeside Clinic | ||||
| 4621 E Superior Street | Duluth | MN | 55804 | Clinic |
| Essentia Health West Duluth Clinic | ||||
| 4212 Grand Ave | Duluth | MN | 55807 | Clinic |
| Essentia Health HermAntown Clinic | ||||
| 4855 West Arrowhead Rd | Hermantown | MN | 55811 | Clinic |
| Essentia Health Duluth Clinic - 3rd St | ||||
| 400 East 3rd Street | Duluth | MN | 55805 | Clinic |
| Essentia Health Duluth Clinic - 2nd St | ||||
| 4020 East 2nd Street | Duluth | MN | 55805 | Clinic |
| Essentia Health Duluth Clinic - 1st St | ||||
| 420 East 1st Street | Duluth | MN | 55805 | Clinic |
| Essentia Health Lakewalk Clinic | ||||
| 1502 london Road | Duluth | MN | 55812 | CLinic |
| Essentia Health Proctor Clinic | ||||
| 211 South Boundary Ave | Proctor | MN | 55810 | Clinic |
Form990 Schedule H Part VI Form990ScheduleHPartVI (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule H, Part VI, Line 1 | Provide the description required for Part I, lines 3c, 6a, 7g, 7, column (f), 7; Part II; Part III, lines 4, 8, 9b; Part V, lines 1j, 3, 4, 5c, 6i, 7, 11h, 13g, 15e, 16e, 18c, 18d, 19d, 20, 21: Part I, Line 3c In addition to the federal poverty guidelines, an asset threshold test is also applied. Assets, excluding equity in home of $100,000, must be below $10,000 for a household of up to 2 and $20,000 for a household of 3 or more. Assets include bank accounts, IRAs, second vehicles, recreational vehicles, and any additional real estate. If after application of discount from charity care the patient's remaining balance still exceeds the patient's annual household income, an additional discount of 50% will be applied to the patient's remaining balance. If the remaining balance after the charity care discount is between 50 and 100% of the patient's annual household income, an additional discount of 25% will be applied to the patient's remaining balance. Minnesota residents whose household income is less than $125,000 may also be eligible for the MN Uninsured Discount for hospital bills. Part I, line 6a Essentia Health Duluth's community benefit information is consolidated into the Essentia Health community benefit information which is included in the Essentia Health annual report. The annual report is made available to the public via the website at www.essentiahealth.org. Essentia Health, headquartered in Duluth, Minn., is an integrated health system serving patients in Minnesota, Wisconsin, North Dakota and Idaho and is Essentia Health Duluth's parent corporation. Part 1, line 7g not applicable Part I, line 7, column (f) Bad debt expense that was subtracted from total expense to obtain the % of community benefit to total expense amounted to $17,982,239. Part I, line 7 The cost to charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges was used to calculate the costs for the following community benefits: Charity Care and Unreimbursed Medicaid. Actual costs were used for the remainder of the community benefits reported. Part II - Describe how the organization's community building activities, as reported in Part II, promote the health of the communities the organization serves: Physician Recruitment: Essentia Health Duluth incurred expenses to recruit physicians to Duluth, MN which has been federally designated as a Medically Underserved Area. Financial Donations for Community Support and Economic Development: Essentia Health Duluth made several cash donations to local not-for-profit organizations whose purpose is for community support and economic development. Some examples include donations to United Way of Greater Duluth, Second Harvest Northern Lakes (food shelter), Life House, Inc (helping homeless youth), The Center Against Sexual & Physical Assaults, and the Duluth Public Schools. Part III, line 4 Discounts, charity care, and bad debt expense are accounted for as reductions to revenue. Bad debt expense on patient accounts would be identified as any balance on the account, less any previous payments and discounts, that has aged and is absent of any payments. If, during the collection process, it becomes known that the patient qualifies for charity care, the amounts included within bad debt expense would be reclassified to charity care. Part III, Line 4 ESSENTIA HEALTH DULUTH is in the process of hiring a 3rd party to track bad debt accounts in order to presumptively quantify accounts within bad debt expense that would have qualified for financial assistance under ESSENTIA HEALTH DULUTH's financial assistance policy had the proper documentation been completed and filed. As that tracking was not in place during the fiscal year, ESSENTIA HEALTH DULUTH applied a high-level, conservative analytic review by taking the ratio of charitable allowances to gross patient revenue and multiplying with bad debt expense to arrive at an approximation of charity care that resides in bad debt. Part III, Line 4 Essentia Health Duluth is a part of a larger organization, Essentia Health. Essentia Health and its member organizations incorporate the cost of bad debt as a community benefit. As a tax exempt hospital, we must provide the necessary services regardless of the patient's ability to pay for that care. In doing so, Essentia Health makes quality patient care available to all in our community, regardless of their economic means. Part III, line 4 (Excerpt from the parent company's audit) Accounts receivable are stated at net realizable value. The allowance for uncollectible accounts is based upon management's ongoing assessment of historical and expected net collections for each major payor source considering historical business and economic conditions, trends in healthcare coverage, and other collection indicators. For receivables associated with private-pay patients, Essentia records a significant provision for uncollectible accounts in the period of service on the basis of its historical experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. Part III, line 8 The costing methodology used in determining the Medicare Allowable Cost reported in the organization's Medicare Cost Report is to take total Medicare costs from the general ledger system and then follow the instructions provided by Centers for Medicare Services (CMS) to back off all costs not allowable. From the Medicare allowable costs, any costs attributable to subsidized health services and costs attributable to GME were subtracted, if applicable. Part III, line 8 Essentia Health Duluth is a part of a larger organization, Essentia Health. Essentia Health and its member organizations incorporate the full value of the Medicare shortfall as a community benefit. The rationale for the organization's opinion is providing care for the elderly and serving Medicare patients is an essential part of the community benefit standard. Medicare, like Medicaid, does not pay the full cost of care and it is likely to get worse. Many Medicare beneficiaries are poor and are eligible for Medicaid in addition to Medicare. Medicare underpayment must be shouldered by the hospital in order to continue treating the community's elderly and poor. These underpayments represent a real cost of serving the community. Part III, line 8 Each Essentia Health hospital is required to file a Medicare cost report 5 months after the close of their fiscal year. The cost report provides Medicare with information that is used to determine utilization and spending trends but also is used to set future payment rates for most Medicare services. If the interim payments paid to a hospital are higher or lower than the filed cost report allowable reimbursement there will be a settlement for that fiscal year. This can be due to changes in utilization or cost of providing services for Critical Access Hospitals (CAH) or differences between interim and final payment factors for Disproportionate Share, Bad Debts, or Indirect Medical Education for non-CAH hospitals. An estimate for these settlements is recorded at the close of the fiscal year. If the estimate varies from the final settlement received 6-7 months after the fiscal year ends then these amounts are recorded as prior year Medicare revenue. Part III, line 9b The policies and procedures for internal and external collection practices take into account the extent to which the patient qualifies for the Community Care Program and financial assistance, a patient's good faith effort to apply for a governmental program or for financial assistance from ESSENTIA HEALTH DULUTH and the patient's good faith effort to comply with his/her payment agreements. ESSENTIA HEALTH DULUTH offers extended payment plans to eligible patients and will not impose liens on primary residences. ESSENTIA HEALTH DULUTH trains its outside debt collection agencies and attorneys about the Community Care Program and how a patient may obtain more information about the Community Care Program or submit an application for Community Care. ESSENTIA HEALTH DULUTH requires its outside collection agencies and attorneys to refer patients who may be eligible for Community Care to ESSENTIA HEALTH DULUTH. If a patient has submitted application for Community Care after an account has been referred for collection activity, ESSENTIA HEALTH DULUTH and its outside debt collection agencies suspend all collection activity until the patient's Community Care application has been processed and ESSENTIA HEALTH DULUTH has notified the patient of its decision. |
| Part V, LINE 11H | NOT APPLICABLE. PART V, LINE 13G NOT APPLICABLE. PART V, LINE 15E NOT APPLICABLE. PART V, LINE 16E NOT APPLICABLE. PART V, LINE 17E NOT APPLICABLE. PART V, LINE 18C NOT APPLICABLE. PART V, LINE 18D NOT APPLICABLE. PART V, LINE 19D For patients known to qualify for the financial assistance program, discounts will be applied to billed amounts if the patient qualifies for discounted care and the billed amount will be fully discounted if the patient qualifies for free care. PART V, LINE 20 NOT APPLICABLE. PART V, LINE 21 NOT APPLICABLE. |
| Part VI, line 2 | Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B: Essentia Health Duluth's parent corporation, provides significant financial support for a health-care survey, called "Bridge to Health," which collects and analyzes population-based health data on adults in northeastern Minnesota and northwestern Wisconsin (hospital's primary service area). The Bridge to Health survey is conducted by Duluth, Minnesota-based non-profit that supports programs and activities which improve the physical health and mental well-being of underserved populations. The findings of the survey are the basis for determining community programs supported by our organization. |
| Part VI, line 3 | Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization's Financial Assistance policy: Essentia Health Duluth has financial assistance packets that contain information about their charity care program as well as contact information on other federal and state government programs. These packets are distributed to patients once a financial need has been determined either through patient request or staff referrals. The Financial Assistance policy and application is available on the Essentia Health website at www.essentiahealth.org. Because financial assistance packets are given to patients when a need is determined, they may be given to the patient at any point (admission, discharge, during the billing process). Essentia Health Duluth has Patient Account Representatives on staff to assist patients in Medicaid and other assistance programs (including the charity care program) that may be available to them. Contact information for the Patient Account Representatives is available on the Essentia Health website and is also included on the back of the billing statements. All hospital staff have been trained to refer patients to the Patient Account Representatives. The Patient Account Representatives often assist patients with the application process, mailing and follow up. |
| Part VI, line 4 | Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves: Essentia Health Duluth is located in Duluth, MN. Essentia Health Duluth is a part of the larger Essentia Health system, which is defined in Part VI, line 6. Essentia Health Duluth operates 1 hospital and 8 clinics that serve the St. Louis County area. The overall community is classified as suburban and rural. Essentia Health Duluth covers a service region of approximately 465,000 people. The service region age distribution is 20.3% under the age of 18; 61.7% between the ages of 18 and 65; and 18.0% over the age of 65. The racial makeup of the service region is 92.3% Caucasian; 1.1% Black or African American; 3.9% American Indian or Alaskan Native; 0.6% Asian; 1.8% two or more races; and 0.3% other. The gender split ratio is 50.9% women and 49.1% men. The average income for the service area is approximately $51,000. Approximately 9.2% of the population falls below the federal poverty guidelines. Essentia Health Duluth, along with Essentia Health is committed to serve patients regardless of their ability to pay. 1.5% net revenue dollars were from self pay patients. In addition, approximately 11.7% of their net revenue dollars were Medicaid recipients. As mentioned above, Essentia Health Duluth is part of a larger system, Essentia Health. Essentia Health staffs hospitals and clinics in federally-recognized underserved areas and supports the health of its communities through an active outreach program that brings specialists like oncologists, cardiologists, neurologists and others into its smaller communities. This eliminates barriers to care for many patients, particularly those who are elderly, living on low incomes, or are faced with other challenges that make it difficult to travel long distances for care. There are 13 other hospitals outside of the Essentia Health umbrella that service the community. |
| Part VI, line 5 | Provide any other information important to describing how the organization's hospitals or other health care facilities further its exempt purpose by promoting the health of the community: Essentia Health Duluth's board of directors is composed of volunteer representatives from the community it serves. Essentia Health Duluth has an open Medical Staff, so any qualified physician of the community is allowed to apply. All applicants that apply must meet the credentialing standards and be approved by our governing board in order to come and provide services in our system. Essentia Health Duluth is a part of the Essentia Health East Region. Essentia Health East Region's consolidated community benefits are summarized below: Benefits for person living in poverty Charity care at cost $6,185,727.00 Cost-to-Charge Ratio Unreimbursed MedicaID $57,479,612.00 Cost-to-Charge Ratio Total Charity Care and Means-Tested Government Programs $63,665,339.00 Benefits for the broader community Community health improvement services and community benefit operations $1,089,607.00 Actual Costs Health professions education $1,914,518.00 Actual Costs Financial and in-kind contributions $354,293.00 Actual Costs Total Other BenefiTS $3,358,418.00 Community building activities $3,022,476.00 Actual Costs Unpaid cost of public programs, Medicare $82,437,123.00 Cost-to-Charge Ratio Other care provided without compensation (bad debt) $19,614,844.00 Cost-to-Charge Ratio Discounts offered to uninsured patients $4,312,053.00 Actual Costs Taxes and fees $2,577,350.00 Actual Costs Total Community Benefit $178,987,603.00 Essentia Health Duluth is a part of a larger system Essentia Health. As a non-profit organization, Essentia Health is focused on reinvesting surplus revenues into medical training, programs and technology that improve patient care. We are also committed to eliminating geographic barriers to care. Two of the most significant investments in 2012 were in the areas of telehealth and electronic medical records, technologies that link rural patients and physicians with medical specialists at Essentia's medical centers in Fargo, ND, and Duluth, MN. We also continue to replace and upgrade facilities and technology, like MRIs, CT scanners and ambulatory infusion centers to ensure patients in rural communities have access to these services in their home communities. We are also investing in the development of medical homes, which are designed to improve health outcomes for patients, particularly those with chronic diseases. Much of this work is not fully reimbursed by state or federal programs, so Essentia Health assumes responsibility for medical home costs. We also support the health of our communities through active research and clinical trials through the Essentia Institute of Rural Health. Various Essentia Health organizations contributed approximately $5.5 million in support to the Institute over the past year. The Institute conducts clinical, translational and health services research with a primary focus on the needs of rural Americans. |
| Part VI, Line 6 | If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served: Essentia Health Duluth is part of Essentia Health, an integrated health system of 16 hospitals, 65 clinics and several long-term care facilities in four states: Minnesota, Wisconsin, North Dakota and Idaho. The health system serves a predominantly rural population whose median incomes generally fall below averages of the states where they live. The presence of our clinics and hospitals ensures that people with few economic resources don't have to drive an hour or more to receive basic (and in some cases live-saving) medical care. In addition to staffing hospitals and clinics in federally-recognized underserved areas, we support the health of our communities through an active outreach program that brings specialists like oncologists, cardiologists, neurologists and others into our smaller communities. This eliminates barriers to care for many patients, particularly those who are elderly, living on low incomes, or are faced with other challenges that make it difficult to travel long distances for care. Our size and integrated structure allow us to offer patients services often found only in larger urban settings. Services ranging from chemotherapy to congestive heart failure management and hospice are available to patients in many of the rural communities we serve. Essentia Health also supports the health of our rural communities through active research and clinical trials, through the Essentia Institute of Rural Health. The Institute conducts clinical, translational and health services research with a primary focus on the needs of rural Americans. Essentia Health is also serving patients through the use of the Epic electronic health record (EHR). The vast majority of Essentia's hospitals and clinics were using a fully-integrated EHR for patient care. Technology like the electronic health record and telehealth allows health clinicians to share test results and consult with colleagues in real time across great distances. Medical information is no longer lost in the shuffle of paper records - an important consideration in a region where patients must often be transferred to a larger Essentia facility for complex surgeries or medical care. Essentia is also actively working with government agencies and insurers to develop innovative, cost-effective approaches to care that will improve health outcomes while reducing overall costs to patients and insurers. This innovation can be found in our use of remote home monitors for patients with congestive heart failure to a focus on using a team-based approach to helping patients manage chronic diseases. Essentia Health is committed to helping patients and their families lead active and fulfilling lives in the small and large communities where they live. We hope to become a model of health care delivery, particularly in rural areas, in the years to come. |
| PART VI, LINE 7 | Essentia Health Duluth files a community benefit report in Minnesota. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (37 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| 208 S Lasalle Street | Chicago | IL | 60604 | 135613797 | 501(C)3 | 15000 | Program Support |
| BENTLEYVILLE Tour of Lights | |||||||
| 4313 Haines Road | DULUTH | MN | 55811 | 263787799 | 501(C)3 | 12500 | Program Support |
| DULUTH Area CHAMBER OF COMMERCE | |||||||
| 5 West 1 st Street | DULUTH | MN | 55802 | 410225910 | 501(C)3 | 8450 | PROGRAM SUPPORT |
| CHURCHES UNITED IN MINISTRY | |||||||
| 102 W 2ND ST | DULUTH | MN | 55802 | 411227969 | 501(C)3 | 28500 | Program Support |
| COLLEGE OF ST SCHOLASTICA | |||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501(C)3 | 56500 | Program Support |
| DULUTH SUPERIOR SYMPHONY | |||||||
| 331 W Superior Street | DULUTH | MN | 55802 | 410760835 | 501(C)3 | 10000 | Program Support |
| FIRST WITNESS Child Abuse RESOURCE CENTER | |||||||
| 4 W 5TH ST | DULUTH | MN | 55806 | 411737291 | 501(C)3 | 20500 | PROGRAM SUPPORT |
| GRANDMA's Marathon | |||||||
| PO Box 16234 | DULUTH | MN | 55816 | 411573627 | 501(C)3 | 13000 | Program Support |
| GRANT COMMUNITY SCHOOL | |||||||
| 108 East 6th St | DULUTH | MN | 55805 | 412002724 | 501(C)3 | 20000 | Program Support |
| Duluth Public Schools | |||||||
| 215 N First Ave | Duluth | MN | 55802 | 416003776 | 501(C)3 | 20000 | Program Support |
| KIDS CLOSET of Duluth | |||||||
| 727 Central Avenue N | DULUTH | MN | 55807 | 201878745 | 501(c)3 | 6000 | Program Support |
| ROTARY CLUB OF DULUTH | |||||||
| 505 W SUPERIOR ST | DULUTH | MN | 55802 | 410511211 | 501(C)3 | 10000 | Program Support |
| Gloria Dei Lutheran Church | |||||||
| 326 11th Ave | Two Harbors | MN | 55616 | 410786046 | 501(C)3 | 22000 | Program Support |
| MEN AS PEACEMAKERS | |||||||
| 205 W 2ND ST Suite 15 | DULUTH | MN | 55802 | 411841689 | 501(C)3 | 25250 | Program Support |
| MILLER DWAN FOUNDATION | |||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 237396466 | 501(C)3 | 72933 | Program Support |
| NORTHLAND FOUNDATION | |||||||
| 202 W SUPERIOR ST Ste 610 | DULUTH | MN | 55802 | 411554455 | 501(C)3 | 50000 | Program Support |
| NORTHWOODS WOMEN INC | |||||||
| P O BOX 88 | ASHLAND | WI | 54806 | 391364912 | 501(C)3 | 8000 | Program Support |
| PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT INC | |||||||
| 32 E 1ST ST STE 200 | DULUTH | MN | 55802 | 411350021 | 501(C)3 | 20000 | PROGRAM SUPPORT |
| Range Respite Project Inc | |||||||
| 1309 20th St S | Virginia | MN | 55792 | 411726790 | 501(C)3 | 25000 | Program Support |
| SECOND HARVEST NORTHERN LAKES FOOD BANK | |||||||
| 4503 AIRPARK BLVD | DULUTH | MN | 55811 | 363479964 | 501(C)3 | 23000 | Program Support |
| UNION GOSPEL MISSION | |||||||
| 219 E First St | DULUTH | MN | 55802 | 410724066 | 501(C)3 | 9000 | Program Support |
| UNITED WAY OF GREATER DULUTH | |||||||
| 424 W Superior St Ste 402 | DULUTH | MN | 55802 | 410857077 | 501(C)3 | 31500 | Program Support |
| UNITED WAY OF NORTHEASTERN MINNESOTA | |||||||
| 229 W LAKE ST | CHISHOLM | MN | 55719 | 410908454 | 501(C)3 | 15000 | Program Support |
| CAMEROON HEALTHCARE DEVELOPMENT PROGRAM | |||||||
| 3417 RILEY RD | DULUTH | MN | 55803 | 272513866 | 501(C)3 | 21450 | Program Support |
| YOUTH FOR CHRIST USA INC | |||||||
| 7670 S VAUGHN CT | ENGLEWOOD | CO | 80112 | 362193619 | 501(c)(3) | 10000 | Program Support |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 Mamaroneck Avenue | WHITE PLAINS | NY | 10605 | 131846366 | 501(c)(3) | 8500 | Program Support |
| CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC | |||||||
| 2231 CATLIN AVE | SUPERIOR | WI | 54880 | 391478768 | 501(c)(3) | 60000 | Program Support |
| DAMIANO CENTER | |||||||
| 206 W 4TH ST | DULUTH | MN | 55806 | 411453521 | 501(c)(3) | 31000 | Program Support |
| LIFE HOUSE | |||||||
| 102 W FIRST ST | DULUTH | MN | 55802 | 411704840 | 501(c)(3) | 20500 | Program Support |
| WELL BEING DEVELOPMENT | |||||||
| 300 W CONAN ST | ELY | MN | 55731 | 272987032 | 501(c)(3) | 24000 | Program Support |
| LUTHERAN SOCIAL SERVICE OF MINNESOTA | |||||||
| 2485 COMO AVE | ST PAUL | MN | 55108 | 410872993 | 501(c)(3) | 24500 | Program Support |
| ALS ASSOCIATION MN CHAPTER | |||||||
| 333 WASHINGTON AVE N | MINNEAPOLIS | MN | 55401 | 411756085 | 501(c)(3) | 14400 | Program Support |
| ESSENTIA HEALTH FOUNDATION | |||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | 501(c)(3) | 35800 | Program Support |
| JUST KIDS DENTAL | |||||||
| PO BOX 146 | TWO HARBORS | MN | 55616 | 272311353 | 501(c)(3) | 45000 | Program Support |
| SOAR CAREER SOLUTIONS | |||||||
| 205 W 2ND ST 101 | DULUTH | MN | 55802 | 411449179 | 501(c)(3) | 20000 | Program Support |
| SACRED HEART JOHN CHEBUL MEMORIAL CENTER | |||||||
| 201 W 4TH ST | DULUTH | MN | 55806 | 411557842 | 501(c)(3) | 15000 | Program Support |
| GREATER DOWNTOWN COUNCIL | |||||||
| 5 WEST 1ST ST | DULUTH | MN | 55802 | 411467228 | 501(c)(3) | 7480 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 37 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | Essentia Health Duluth provides grant monies to organizations that demonstrate the mission or values of Essentia Health. The Board approves grant monies to community organizations that make a healthy difference in the Northland. The Board also approves grants for healthcare initiatives that make a positive difference in the lives of patients in the area it serves. The Board is provided an annual report of the use of funds. Grant recipients are required to provide a written report for grants over $5,000. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (30 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT NORMAN | |||||||||||||
| 0 | 407163 | 0 | 141928 | 0 | 77698 | 0 | 79658 | 0 | 55917 | 0 | 762364 | 0 | 75455 |
| BARBARA JOHNSON | |||||||||||||
| 294391 | 0 | 119283 | 0 | 9216 | 0 | 54040 | 0 | 6465 | 0 | 483395 | 0 | 8532 | 0 |
| ROCKLON CHAPIN | |||||||||||||
| 35986 | 0 | 0 | 0 | 408654 | 0 | 41008 | 0 | 18935 | 0 | 504583 | 0 | 0 | 0 |
| THOMAS PATNOE MD | |||||||||||||
| 536822 | 0 | 174761 | 0 | 690 | 0 | 72023 | 0 | 32310 | 0 | 816606 | 0 | 0 | 0 |
| MICHAEL METCALF | |||||||||||||
| 393711 | 0 | 128521 | 0 | 4585 | 0 | 60619 | 0 | 28136 | 0 | 615572 | 0 | 0 | 0 |
| MARIBETH OLSON | |||||||||||||
| 0 | 120443 | 0 | 41278 | 0 | 233287 | 0 | 20135 | 0 | 11250 | 0 | 426393 | 0 | 30589 |
| ANN WATKINS | |||||||||||||
| 171551 | 0 | 34894 | 0 | 25826 | 0 | 29019 | 0 | 20088 | 0 | 281378 | 0 | 17584 | 0 |
| CYNTHIA SORENSEN | |||||||||||||
| 176817 | 0 | 29698 | 0 | 11948 | 0 | 31173 | 0 | 28751 | 0 | 278387 | 0 | 10642 | 0 |
| MICHAEL MCAVOY | |||||||||||||
| 192348 | 0 | 33461 | 0 | 2908 | 0 | 31978 | 0 | 20087 | 0 | 280782 | 0 | 0 | 0 |
| ALBERT DEIBELE MD | |||||||||||||
| 0 | 602445 | 0 | 7057 | 0 | 690 | 0 | 24500 | 0 | 30699 | 0 | 665391 | 0 | 0 |
| THOMAS KAISER MD | |||||||||||||
| 0 | 852607 | 0 | 10676 | 0 | 1980 | 0 | 24500 | 0 | 22940 | 0 | 912703 | 0 | 0 |
| TIMOTHY ZAGER MD | |||||||||||||
| 0 | 314439 | 0 | 2501 | 0 | 1367 | 0 | 24500 | 0 | 18292 | 0 | 361099 | 0 | 0 |
| DENNIS DASSENKO | |||||||||||||
| 281038 | 0 | 96157 | 0 | 5827 | 0 | 58390 | 0 | 22087 | 0 | 463499 | 0 | 0 | 0 |
| PETER PERSON MD | |||||||||||||
| 898669 | 0 | 305760 | 0 | 235460 | 0 | 714204 | 0 | 37011 | 2191104 | 0 | 231933 | 0 | |
| JOHN SMYLIE | |||||||||||||
| 576400 | 0 | 197084 | 0 | 7536 | 0 | 82569 | 0 | 31143 | 0 | 894732 | 0 | 0 | 0 |
| TERESA O'TOOLE | |||||||||||||
| 376736 | 0 | 118272 | 0 | 45232 | 0 | 24500 | 0 | 10723 | 0 | 575463 | 0 | 41650 | 0 |
| DIANE DAVIDSON | |||||||||||||
| 272021 | 0 | 110093 | 0 | 70763 | 0 | 60576 | 0 | 25487 | 0 | 538940 | 0 | 69706 | 0 |
| Scott Johnson MD | |||||||||||||
| 0 | 643243 | 0 | 6498 | 0 | 690 | 0 | 24500 | 0 | 26566 | 0 | 701497 | 0 | 0 |
| Joseph Bianco MD | |||||||||||||
| 0 | 317035 | 0 | 2304 | 0 | 607 | 0 | 24500 | 0 | 26405 | 0 | 370851 | 0 | 0 |
| Laura Boehlke-Bray MD | |||||||||||||
| 0 | 303806 | 0 | 2600 | 0 | 607 | 0 | 24500 | 0 | 5961 | 0 | 337474 | 0 | 0 |
| Susan Streitz MD | |||||||||||||
| 0 | 329944 | 0 | 4008 | 0 | 1290 | 0 | 24500 | 0 | 1916 | 0 | 361658 | 0 | 0 |
| Michael Van Scoy MD | |||||||||||||
| 0 | 353866 | 0 | 4063 | 0 | 450 | 0 | 24500 | 0 | 26278 | 0 | 409157 | 0 | 0 |
| MELISSA NAJARIAN MD | |||||||||||||
| 0 | 558664 | 0 | 6652 | 0 | 480 | 0 | 24500 | 0 | 26347 | 0 | 616643 | 0 | 0 |
| DANIEL NIKCEVICH MD | |||||||||||||
| 0 | 680351 | 0 | 6244 | 0 | 870 | 0 | 24500 | 0 | 25698 | 0 | 737663 | 0 | 0 |
| BARBARA WESSBERG | |||||||||||||
| 138285 | 11594 | 0 | 0 | 152 | 0 | 8922 | 520 | 4792 | 455 | 152151 | 12569 | 0 | 0 |
| RICHARD SPEHAR | |||||||||||||
| 0 | 150398 | 0 | 0 | 0 | 762 | 0 | 77921 | 0 | 8486 | 0 | 237567 | 0 | 0 |
| RUTH MCCUTCHEON | |||||||||||||
| 0 | 165550 | 0 | 0 | 0 | 192 | 0 | 0 | 0 | 251 | 0 | 165993 | 0 | 0 |
| THERESA GUNNARSON MD | |||||||||||||
| 0 | 486894 | 0 | 5713 | 0 | 360 | 0 | 24500 | 0 | 31417 | 0 | 548884 | 0 | 0 |
| JUSTIN HILL MD | |||||||||||||
| 0 | 599167 | 0 | 7676 | 0 | 1353 | 0 | 24500 | 0 | 21929 | 0 | 654625 | 0 | 0 |
| BRAD DAVIS MD | |||||||||||||
| 0 | 460442 | 0 | 5411 | 0 | 630 | 0 | 24500 | 0 | 28759 | 0 | 519742 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J, Part I, Line 1a | Benefits provided: During tax year 2011, charter travel was used on occasion by three highest compensated employees, one officer, two key employees and one former key employee for travel between Essentia Health's Corporate office in Duluth, MN and Essentia Health's supported organizations. Many of Essentia Health's supported organizations are located in rural areas which do not have direct commercial flights available. Charter travel ensures efficient use of Essentia Health's board directors' and employees' time. The use of charter travel is not treated as taxable compensation to these individuals as all travel was business related. |
| Schedule J, Part I Line 3 | Establishing CEO's compensation: Essentia Health Duluth relied on Essentia Health's, supporting organization of Essentia Health Duluth, methods for establishing Essentia Health Duluth's President/Chief Medical Officer compensation: a compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. |
| Schedule J, Part I, Line 4a | Severance payment: Former key employee, Maribeth Olson, a former employee of related Essentia Health St. Mary's Medical Center, received payment totaling $169,344 in tax year 2011 related to her termination. The termination terms are from May 7, 2011 until May 7, 2012. Ms. Olson will receive pay totaling $302,031 related to her termination. Former key employee, Rocklon Chapin received payment totaling $274,800 in tax year 2011 related to his termination. The termination terms are from January 31, 2011 until July 31, 2012. Mr. Chapin will receive pay totaling $501,019 & benefits totaling $10,009 related to his termination. All other individuals listed as Formers in Form 990, Part VII, Section A, Line 1a remain employed within Essentia Health and its subsidiaries and are not receiving a termination payment. |
| Schedule J, Part I, Line 4b | Supplemental nonqualified retirement plan: Amounts related to participating in a supplemental nonqualified retirement plan are reported in Schedule J, Part II, Column C, and amounts related to receiving payment from a supplemental nonqualified retirement plan are reported in Schedule J, Part II, Column B (iii). The following individuals listed in Form 990, Part VII, Section A, Line 1a received payment from a supplemental nonqualified retirement plan during the year: Peter Person, MD (Essentia Health East) $231,933 Thomas Patnoe, MD (Essentia Health East) $0 Ann Watkins (Essentia Health East) $17,584 Barbara Johnson (Essentia Health East) $8,532 Cynthia Sorensen (Essentia Health East) $10,642 Dennis Dassenko (Essentia Health East) $0 John Smylie (Essentia Health East) $0 Teresa O'Toole (Essentia Health East) $41,650 Diane Davidson (Essentia Health East) $69,706 Michael Metcalf (Essentia Health East) $0 Michael Mcavoy (Essentia Health East) $0 Robert Norman (Critical Access Group) $75,455 Rocklon Chapin (Essentia Health East) $0 Maribeth Olson (Essentia Health East) $30,589 BARBARA WESSBERG (ESSENTIA HEALTH EAST) $0 Critical Access Group's nonqualified retirement plan is offered to Critical Access Group executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Critical Access Group's general assets. Essentia Health East's nonqualified retirement plan is offered to designated Essentia Health East's executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Essentia Health East's general assets. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Sheri Mattson | |||
| Related to Sherry Mattson | 44447 | See Part V | false |
| Karen Vendela | |||
| Related to Sherry Mattson | 56199 | See Part V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule L, Part IV, Column D | Identifier |
| Explanation | Description of transaction: Compensation of family member of board member | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part III, Line 4 | Program service accomplishments: SMDC Medical Center dba Essentia Health Duluth is organized and operated exclusively for charitable, scientific, and educational purposes. In furtherance of its purposes, Essentia Health Duluth provides health care services in Minnesota through its 154 bed hospital and 8 clinics. The hospital offers a broad range of inpatient and outpatient services for its patients, including medical surgical care, behavioral health, rehabilitation, orthopedics, neuroscience, digestive health, family and pediatrics services, and heart and vascular services. In accordance with the Federal Emergency Medical Treatment and Active Labor Act, any person who presents at the hospital seeking treatment of an emergency medical condition is given a medical screening and necessary stabilizing treatment regardless of the person's ability to pay. In addition to the hospital and clinics, Essentia Health Duluth also operates pharmacies, optical centers, infusion therapy centers, outpatient surgery centers, and a cancer center. Beyond its clinical services, Essentia Health Duluth also offers educational programs for the community, such as parenting classes and child safety programs such as bicycle helmet fitting, bicycle safety, and pedestrian safety. Essentia Health Duluth also participates in continuing education programs for health care professionals. Essentia Health Duluth employs over 2,300 full time equivalents. The hospital provided for over 27,000 hospital patient days and over 30,000 outpatient visits during the fiscal year ended June 30, 2012. The clinics had over 503,000 encounters during the same time period. Essentia Health Duluth provided over $2,016,000 in charity care as well as an additional $23,340,000 of costs incurred in excess of Medicaid payments received during the fiscal year ended June 30, 2012. Further community benefits provided during the fiscal year include cash and in-kind donations of over $323,000 and continuing education programs for health care professionals of over $199,000. |
| Form 990, Part V, LINE 1A | 1099 Reporting: Beginning in 2011, vendor payments and Form 1099's were processed through Essentia Health on behalf of certain supported organizations. |
| Form 990, Part VI, Line 6 | Members of Organization: Essentia Health East may elect one or more members of the governing body as described in Schedule O Part VI Line 7a. Essentia Health, Essentia Health East, and the special board have reserved powers with respect to Essentia Health Duluth as described in Schedule O Part VI Line 7b. |
| Form 990, Part VI, Line 7a | Member with right to elect governing body: According to its Bylaws, Essentia Health East shall appoint and remove Essentia Health Duluth's governing body. |
| Form 990, Part VI, Line 7b | Member with right to approve governing body decision: Essentia Health Duluth is a subsidiary of Essentia Health, whose Board of Directors has reserved powers with respect to this corporation and its subsidiaries, and all of the other direct and indirect subsidiaries of Essentia Health (collectively, the "System"). Essentia Health's reserved powers are as follows: Strategic and Business Plans. Authority to create, and to approve, the System's strategic and business plans. Mission. Authority to create, and to approve, the mission, purpose and vision statements for all entities in the System by the affirmative vote of at least 67% of the Essentia Health board of directors. Debt. Approval of the incurrence of debt by, and the creation of all mortgages, liens, security interests, or other encumbrances on the assets of, all entities in the System in excess of the single or annual aggregate dollar limits prescribed in writing by the Essentia Health board of directors, and the authority to cause all entities in the System to participate in System borrowing. Governing Instruments. Authority to cause, and to approve, amendments of the articles of incorporation and bylaws of all entities in the System. Mergers and Acquisitions. Authority to cause, and to approve, all mergers, consolidations, and dissolutions of all entities in the System. Affiliations and Joint Ventures. Authority to cause, and to approve, all affiliations, joint ventures and other alliances with third parties of all entities in the System. Transfer of Assets Within the System. Authority to transfer assets, including cash, between and among entities within the System; provided, however, that Essentia Health shall not have authority to require any entity in the System to transfer assets (a) that would cause such entity to be in default of its covenants or obligations under any bond or other financing documents; (b) from the Catholic entities to the secular entities or from the secular entities to the Catholic entities in a manner or to an extent that would cause the Catholic entities to be in violation of the Ethical and Religious Directives for Catholic Health Care Services in the judgment of the local ordinary; or (c) such that money generated by services at secular facilities within the System by procedures that are contrary to the Ethical and Religious Directives for Catholic Health Care Services would be used at the Catholic entities or money generated by Catholic entities would be used in the providing of services contrary to the Ethical and Religious Directives for Catholic Health Care Services at secular facilities within the System. Transfer of Assets Outside the System. Authority to cause, and to approve, the sale, lease or other transfer of assets of all entities in the System to parties outside of the System when the asset's value exceeds the single or annual aggregate dollar limits prescribed in writing by the Essentia Health board of directors. Services. Authority to cause, and to approve, the addition of new services and service locations and the discontinuance of services and service locations within all entities in the System. Budgets. Approval of capital and operating budgets of all entities in the System. Professional Services. Selection of the general legal counsel and external auditors of all entities in the System. Acquisitions. Authority to cause, and to approve, all acquisitions by and formations of entities in the System. Marketing. Authority to implement System-wide marketing and promotional activities. Compliance Plans. Authority to create, and to approve, corporate compliance, safety and risk management plans for entities within the System. Quality Plan. Authority to create, and to approve, the System's quality plan. Non-Budgeted Purchases. Approval of non-budgeted capital purchases and leases in excess of the single or annual aggregate dollar limits prescribed in writing by Essentia Health for entities within the System. Human Resources. Authority to create human resource policies and procedures within the System. Reserved Powers. Authority to create additional Essentia Health reserved powers by the affirmative vote of at least 80% of the Essentia Health board of directors (excluding the Essentia Health CEO); provided, however, that any additional Essentia Health reserved powers shall not contravene or hinder the reserved powers of Benedictine Sisters Benevolent Association. Essentia Health East also has certain reserved powers over all East facilities within Essentia Health. Essentia Health East's reserved powers are as follows: Oversight of quality, safety and service performance; Oversight of the mission performance; Oversight of the operating and financial performance; Development of capital and operating budgets and strategic plans; Execution of the approved capital and operating budgets and strategic and business plans; Oversight of accreditation and licensure compliance; Oversight of operation of all affiliations, joint ventures and other alliances with third parties, including such transactions with the medical staffs; Election of members to serve on the boards of the subsidiaries, (consistent with, and as provided for, in the applicable subsidiary's bylaws) and removal of such members with or without cause; Evaluation of the performance of subsidiary senior officers and; Evaluation of patient, family and customer satisfaction with respect to the services provided within the System; Evaluation of job satisfaction and staff morale within the System; Administration of human resource policies and procedures; Execution of the approved corporate compliance, safety and risk management plans; and Authority to comment on proposed amendments of the Articles of Incorporation and Bylaws, before such amendments are acted upon by BSBA or Essentia. |
| Form 990, Part VI, Line 7b - cont | Essentia Health Duluth special board also has certain retained powers over Essentia Health Duluth. Essentia Health Duluth special board retained powers are as follows: Authority to approve changes in the mission and vision statements of the Corporation; provided, however, that such changes shall become effective only upon the prior approval of the Corporation's Board of Directors and Essentia Health East ; Authority to review appropriate financial documents and reports in order to ensure an appropriate level of charitable contributions and also to ensure that all revenues generated by reproductive services at Essentia Health Duluth are appropriately segregated and used exclusively for purposes unrelated to the entities within Essentia Health East which are subject to the Ethical and Religious Directives of the Catholic Church; and Authority to review activities, programs and services within Essentia Health Duluth to ensure that it remains a secular institution, operating in compliance with its community and trust obligations, and also to ensure that such activities, programs and services will be conducted in a manner which will permit Essentia Health St. Mary's Medical Center and its Catholic Subsidiaries to continue to be members of Essentia Health East and still maintain their identity as Catholic Institutions. |
| Form 990, Part VI, Line 11a | Form 990 review process: The 2011 Form 990 including all schedules was reviewed by Essentia Health Duluth's management and governing body on March 6, 2013 prior to filing with the Internal Revenue Service. Each current director of the governing body received a copy of the 2011 Form 990. Essentia Health Duluth's Chief Financial Officer led the review of the form and schedules and any questions were discussed. |
| Form 990 Part VI Line 12c | Monitoring and enforcing Conflict of Interest policy: Interested persons annually disclose relationships which might lead to a conflict of interest by completing a conflict of interest disclosure form. Interested persons include any person in a position to exercise substantial influence over the organization. It includes but is not limited to any director, officer, management, employee, or committee member of Essentia Health or any of its affiliates. Essentia is responsible for the annual distribution of conflict of interest forms and review of disclosures for the governing bodies of Essentia and Essentia Operating Members and for senior management employees of Essentia. Transactions with parties with whom a conflict of interest exists may be undertaken only if all of the following are observed: the conflict of interest is fully disclosed; the interested person with the conflict of interest doesn't participate in the approval of such transactions; if practical or appropriate, a competitive bid or comparable valuation is obtained; and the board or committee of the board has determined that the transaction is in the best interest of the organization. Disclosure by any interested person other than a board or committee member should be made to the Chief Executive Officer (or if she/he is the one with the conflict, then to the board chair), who will bring the matter to the attention of the board or an appropriate committee of the board. Disclosure involving board or committee members should be made to the board chair (or if she/he is the one with the conflict, then to the board vice chair), who will bring these matters to the board or an appropriate committee of the board. The board or committee of the board will determine whether a conflict exists and if so, whether the contemplated transaction may be authorized as just, fair, and reasonable to Essentia or its affiliate(s). The decision of the board or a duly constituted committee of the board on these matters will be at its sole discretion, and its concern must be the welfare of Essentia and its affiliate(s) and the advancement of its purposes. The decision of the board is final. If the board determines a conflict does not exist, the interested person may proceed with the transaction; however, he/she will not be eligible to vote on related issues should they arise. If the board determines a conflict does exist, the interested person will be notified of the decision regarding whether the contemplated transaction will be authorized as just, fair, and reasonable. |
| Form 990, Part VI, Line 15 A&B | Process for determining compensation: The Executive Compensation Committee of Essentia Health's board of directors is authorized to fulfill the board's responsibilities regarding executive compensation consistent with Essentia's mission, values and tax-exempt status, and the Executive Compensation Committee's Charter. The Executive Compensation Committee meets at least twice annually to carry out its responsibilities, which include, but are not limited to, establishing, reviewing and modifying, as appropriate, reasonable compensation and benefits for Essentia's Chief Executive Officer and his direct reports which are paid by related organizations. The Executive Compensation Committee engages qualified independent compensation advisors to provide objective and impartial comparative data and to express opinions on total compensation reasonableness. The Executive Compensation Committee may request its independent advisors to: monitor comparability data and marketplace trends; make appropriate recommendations regarding salary ranges; and periodically review the market competitiveness of Essentia executive compensation packages. Prior to establishing or adjusting executive compensation, the Executive Compensation Committee will obtain and rely upon appropriate data as to comparability of the proposed compensation or adjustments. The Executive Compensation Committee will adequately document the basis for its determination concurrently with making those determinations. The Executive Compensation Committee minutes will include: the terms of the approved compensation and the date approved; the Executive Compensation Committee members present during the review, discussion and approval of the proposed compensation and those who voted on the proposed compensation; identification of the comparability data obtained and relied upon by the Executive Compensation Committee and how the data was obtained; any actions by a member of the Executive Compensation Committee having a conflict of interest; and documentation of the basis for the determination. The year this process was last undertaken for Essentia's Health East's President/Chief Medical Officer and Chief Administrative Officer was 2010. The Essentia Health Executive Compensation committee determines policy (establishes peer group, determines competitive ranking and establishes positioning of total compensation dependent upon performance) for all executives at the Vice President level or above. The Executive Compensation Committee of the Essentia Health East board of directors is authorized to fulfill the board's responsibility regarding executive compensation consistent with Essentia Health East's mission, values and tax-exempt status. It is bound by and relies upon the policy set by the Executive Compensation Committee of Essentia's board of directors. Annually, the Executive Compensation Committee of Essentia Health East's board of directors meets to review information presented by the Essentia Health East President and Chief Administrative Officer concerning the performance of the system and senior executives of Essentia Health East and to approve executive incentives based on system results and supporting documentation for all members covered by the Essentia Health East incentive compensation program and report such findings to the Executive Compensation Committee of Essentia's Board of Directors. The year a total compensation review process was undertaken for all Essentia Health East executives at the Vice President and above was 2012. |
| Form 990, Part VI, Line 19 | Availability of governing documents, conflict of interest policy, and financial statements to the public: Essentia Health Duluth makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Essentia Health Duluth is part of Essentia Health's consolidated financial statements which are included in Essentia Health's annual report posted on Essentia Health's web site. |
| Form 990, Part VII, Section A, Line 1a, Column B | Hours devoted to related organizations: The following individual listed in Form 990, Part VII, Section A, Line 1a also devoted time each week to related organizations: Neal Hessen: approximately 8 hours The following individuals spent 100% of their time furthering the purpose of Essentia Health East as a board director of Essentia Health Medical Equipment & Supplies, Essentia Health Sandstone, Essentia Health Polinsky Medical Rehabilitation Center, Essentia Health East, Essentia Health Duluth, Essentia Health St. Mary's Hospital-Superior and Essentia Health St. Mary's Medical Center: Alan Hodnik Chuck Walt David Gaddie Neal Hessen Sherry Mattson Sister Donna Shroeder Sister Mary Josephine Torborg Sister Sarah Smedman Thomas Patnoe, MD is employed by Essentia Health Duluth as Essentia Health's East's President and Chief Medical Officer. 100% of his time is spent furthering the purpose of Essentia Health and related organizations. Daniel Nikcevich, MD is employed by Essentia Health Duluth as Essentia Health East's President and Chief Medical Officer. 100% of his time is spent furthering the purpose of Essentia Health and related organizations. Sister Kathleen Hofer is employed by Essentia Health St. Mary's Medical Center as Essentia Health's Senior Vice President, Benedictine Sponsorship. 100% of her time is spent furthering the purpose of Essentia Health and related organizations. Joseph A. Bianco, MD is employed by The Duluth Clinic Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Laura Boehlke-Bray, MD is employed by The Duluth Clinic Ltd. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Susan Streitz, MD is employed by The Duluth Clinic Ltd. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Michael Van Scoy, MD is employed by The Duluth Clinic Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Melissa Najarian, MD is employed by The Duluth Clinic Ltd. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Barbara Johnson is employed by Essentia Health Duluth as Essentia Health East's Chief Financial Officer. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Ann Watkins is employed by Essentia Health Duluth as Vice President - Surgical Services. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Michael Metcalf is employed by Essentia Health Duluth as Chief Administrative Officer. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Scott Johnson, MD is employed by The Duluth Clinic Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Theresa Gunnarson, MD is employed by The Duluth Clinic, Ltd. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Michael Mcavoy is employed by Essentia Health Duluth as Vice President Operation- Hospital Based Physician Services. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Brad Davis, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Barbara Wessberg is employed by Essentia Health Duluth as Chief Operating Officer. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Ruth Mccutcheon is employed by Essentia Health St. Mary's Medical Center. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Timothy Zager, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Cynthia Sorensen is employed by Essentia Health Duluth. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Richard Spehar is employed by Essentia Health St. Mary's Medical Center. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Justin Hill, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Peter Person, MD is employed by Essentia Health Duluth as Essentia Health's Chief Executive Officer. 100% of his time is spent furthering the purpose of Essentia Health and related organizations. John Smylie is employed by Essentia Health Duluth as Essentia Health's Chief Operating Officer. 100% of his time is spent furthering the purpose of Essentia Health and related organizations. Teresa O'Toole is employed by Essentia Health Duluth as Essentia Health's Chief Administrative Officer and Chief Legal Officer. 100% of her time is spent furthering the purpose of Essentia Health and related organizations. Dennis Dassenko is employed by Essentia Health East as Chief Information Officer. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Diane Davidson is employed by Essentia Health Duluth. 100% of her time is spent furthering the purpose of Essentia Health East and related organizations. Robert Norman is employed by Critical Access Group as Essentia Health's Chief Financial Officer. 100% of his time is spent furthering the purpose of Essentia Health and related organizations. Thomas Kaiser, MD is employed by The Duluth Clinic Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Albert Deibele, MD is employed by The Duluth Clinic Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. |
| Part IX, LINE 24C | Essentia Health Duluth allocates out certain revenue and expenses to Essentia Health St. Mary's Medical Center, The Duluth Clinic, Ltd, Essentia Health Polinsky Medical Rehabilitation Center, and Essentia Health St. Mary's Hospital-Superior, related organizations. Net affiliate (revenue) and expense allocation of ($28,928,369) includes the following: Grants $13,129, Program Service Revenue $125,714, Investment Income $330,797, Realized Gain $251,752, Miscellaneous Revenue ($693,975), Contributions ($473,798), Compensation ($21,938,628) Accounting Fees $18,379, Legal Fees ($34,892), Investment Management Fees ($146,503), Interest $3,942,043, Other Purchased Services ($4,055,695) Advertising ($464,614), Board Expenses ($16,137), Conferences ($241,121), Depreciation & Amortization $2,003,401, Information Technology ($4,758,467), Insurance ($400,969), Medical Supplies $229,269, Occupancy $972,793, Office Expenses ($2,883,155), Travel ($700,591), Unrelated Business Income Taxes ($21,859), and Other Expenses $14,758. |
| PART XI, LINE 5 | Other Changes in Net Assets: Pension and Post Retirement Liability Adjustments ($4,383,399) Payroll clearing - Other Net Asset adjustment ($5,550) Net Asset transfer with related organizations; reallocated Balance Sheet items to more appropriate companies ($256,805) Unrealized Gain / (Loss) on Non Trading Securities ($737,161) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BRAINERD LAKES INTEGRATED HEALTH SYSTEM | ||||||||||
| 2024 S 6TH ST | BRAINERD | MN | 56401 | 371532145 | SUPPORT ORG | MN | 501(c)(3) | 11 II | Essentia | true |
| BRAINERD MEDICAL CENTER INC | ||||||||||
| 2024 S 6TH ST | BRAINERD | MN | 56401 | 371532148 | CLINIC | MN | 501(c)(3) | 3 | BLIHS | true |
| BRIDGES MEDICAL CENTER | ||||||||||
| 201 9TH ST W | ADA | MN | 56510 | 200479568 | CLINIC/HOSP | MN | 501(c)(3) | 3 | Innovis | true |
| CLEARWATER VALLEY HOSPITAL & CLINICS INC | ||||||||||
| 301 CEDAR | OROFINO | ID | 83544 | 820497771 | CLINIC/HOSP | ID | 501(c)(3) | 3 | CAG | true |
| DIVINE MEDICAL SERVICES thru 10111 | ||||||||||
| 709 N LINCOLN | JEROME | ID | 83338 | 202773717 | EMERG Srvcs | ID | 501(c)(3) | 3 | SBFMC | true |
| DL SURGERY CENTER | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 263837203 | ASC | MN | 501(c)(3) | 3 | CAG | true |
| Critical Access Group | ||||||||||
| 503 E 3RD ST SUITE 400 | DULUTH | MN | 55805 | 261219624 | SUPPORT ORG | MN | 501(c)(3) | 11 II | ESSENTIA | true |
| FIRST CARE MEDICAL SERVICES | ||||||||||
| 900 HILLIGROSS BLVD SE | FOSSTON | MN | 56542 | 410706143 | CLINIC/HOSP | MN | 501(c)(3) | 3 | Innovis | true |
| MINNESOTA VALLEY HEALTH CENTER | ||||||||||
| 621 S 4TH ST | LE SUEUR | MN | 56058 | 410837659 | HOSPITAL/NURS | MN | 501(c)(3) | 3 | CAG | true |
| ST BENEDICTS FAM MED CTR thru 10111 | ||||||||||
| 709 N LINCOLN | JEROME | ID | 83338 | 820227163 | CLINIC/HOSP | ID | 501(c)(3) | 3 | CAG | true |
| ST J0SEPHS MEDICAL CENTER | ||||||||||
| 523 N 3RD ST | BRAINERD | MN | 56401 | 410695602 | Clinic/Hosp | MN | 501(c)(3) | 3 | BLIHS | true |
| ST MARYS EMS | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411805811 | EMERG Srvcs | MN | 501(c)(3) | 9 | SMRHC | true |
| ST MARYS HOSPITAL AND CLINICS INC | ||||||||||
| P O BOX 137 | COTTONWOOD | ID | 83522 | 820226453 | CLINIC/HOSP | ID | 501(c)(3) | 3 | CAG | true |
| ST MARYS INNOVIS HEALTH | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 262861321 | CLINIC | MN | 501(c)(3) | 3 | Innovis | true |
| ST MARYS REGIONAL HEALTH CENTER | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411620386 | CLINIC/HOSP | MN | 501(c)(3) | 3 | Innovis | true |
| ESSENTIA HEALTH | ||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 200360007 | SUPPORT ORG | MN | 501(c)(3) | 11 III-FI | NA | false |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271291124 | RESEARCH | MN | 501(c)(3) | 4 | ESSENTIA | true |
| INNOVIS HEALTH LLC | ||||||||||
| 3000 32nd Avenue | FARGO | ND | 58103 | 261175213 | CLINIC/HOSP | DE | 501(c)(3) | 3 | ESSENTIA | true |
| Essentia HEALTH FOUNDATION | ||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | FOUNDATION | MN | 501(c)(3) | 7 | Essentia | true |
| MIDWEST MEDICAL EQUIP AND SUPPLY INC | ||||||||||
| 4418 HAINES ROAD | DULUTH | MN | 55811 | 471674021 | MEDical EQUIP | MN | 501(c)(3) | 9 | SMMC | true |
| PINE MEDICAL CENTER | ||||||||||
| 109 COURT AVE S | SANDSTONE | MN | 55072 | 411884597 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDCHS | true |
| POLINSKY MEDICAL REHABILITATION CENTER | ||||||||||
| 530 E 2ND ST | DULUTH | MN | 55805 | 410691275 | CLINIC | MN | 501(c)(3) | 3 | SMMC | true |
| ST MARYS DULUTH CLINIC HEALTH SYSTEM | ||||||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 411836633 | Support Org | MN | 501(c)(3) | 11 II | ESSENTIA | true |
| ST MARYS HOSPITAL OF SUPERIOR | ||||||||||
| 3500 TOWER AVE | SUPERIOR | WI | 54880 | 411811073 | CLINIC/HOSP | WI | 501(c)(3) | 3 | SMMC | true |
| ST MARYS MEDICAL CENTER | ||||||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 410695604 | HOSPITAL | MN | 501(c)(3) | 3 | SMDCHS | true |
| THE DULUTH CLINIC LTD | ||||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 410883623 | CLINIC | MN | 501(c)(3) | 3 | SMDCHS | true |
| Northern Pines Medical Center | ||||||||||
| 5211 Hwy 110 Aurora | Aurora | MN | 55705 | 410841441 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDCHS | true |
| Graceville Health Center | ||||||||||
| 115 West Second St | Graceville | MN | 56240 | 410726173 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMC-Gateway Imaging LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Court Ave S | AddressLine1 |
| City | Sandstone | City |
| State | MN | State |
| ZIP Code | 55072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261634764 | EIN |
| Primary Activity | Imaging Services | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | NONE | PredominantIncomeType |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Code V | $0 | CodeVAmount |
| Percentage Ownership | 0.00000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HLTH INS SERVICES SPC LTD | |||||||||||||||||
| BUCKINGHAM SQ 720W BAY RD PO BOX 69 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1 1102 | 000000000 | INSURANCE | CJ | NA | FOREIGN CORP | 0 | 0 | 0.00000 | |||||
| East Range Clinics Ltd | |||||||||||||||||
| 410909915 | Clinics | NA | C Corp | 0 | 0 | 0.00000 | 910 6th Ave N | Virginia | MN | 55792 | MN | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (38 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ESSENTIA HEALTH | ||
| Q | 256804 | Actual costs |
| ESSENTIA HEALTH | ||
| O | 11099806 | Actual costs |
| ESSENTIA HEALTH | ||
| P | 7573532 | Actual costs |
| ESSENTIA HEALTH | ||
| L | 17236884 | Actual costs |
| ESSENTIA HEALTH | ||
| R | 517684 | Actual costs |
| ESSENTIA HEALTH | ||
| N | 36617537 | Actual costs |
| ESSENTIA HEALTH | ||
| C | 112671 | Actual costs |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||
| P | 901181 | Actual costs |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||
| O | 67213 | Actual costs |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||
| I | 210000 | Actual costs |
| ESSENTIA HEALTH FOUNDATION | ||
| O | 323344 | Actual costs |
| St Mary's Medical Center | ||
| P | 48516731 | Actual costs |
| St Mary's Medical Center | ||
| O | 57131011 | Actual costs |
| St Mary's Medical Center | ||
| N | 7753562 | Actual costs |
| St Mary's Medical Center | ||
| K | 310823 | Actual costs |
| THE DULUTH CLINIC | ||
| P | 30872918 | Actual costs |
| THE DULUTH CLINIC | ||
| O | 13823091 | Actual costs |
| THE DULUTH CLINIC | ||
| I | 1253737 | Actual costs |
| PINE MEDICAL CENTER | ||
| p | 316322 | Actual costs |
| PINE MEDICAL CENTER | ||
| O | 80436 | Actual costs |
| ST MARY'S HOSPITAL OF SUPERIOR | ||
| P | 8508256 | Actual costs |
| ST MARY'S HOSPITAL OF SUPERIOR | ||
| O | 2517517 | Actual costs |
| NORTHERN PINES MEDICAL CENTER | ||
| P | 61450 | Actual costs |
| NORTHERN PINES MEDICAL CENTER | ||
| O | 188487 | Actual costs |
| POLINSKY MEDICAL REHABILITATION CENTER | ||
| P | 3378215 | Actual costs |
| POLINSKY MEDICAL REHABILITATION CENTER | ||
| O | 2655617 | Actual costs |
| MIDWEST MEDICAL EQUIPMENT & SUPPLY | ||
| P | 54837 | Actual costs |
| MIDWEST MEDICAL EQUIPMENT & SUPPLY | ||
| O | 58384 | Actual costs |
| INNOVIS HEALTH | ||
| P | 4239362 | Actual costs |
| INNOVIS HEALTH | ||
| O | 1228964 | Actual costs |
| INNOVIS HEALTH | ||
| N | 119886 | Actual costs |
| ST MARY'S REGIONAL HEALTH CENTER | ||
| P | 1572661 | Actual costs |
| ST MARY'S REGIONAL HEALTH CENTER | ||
| O | 6077107 | Actual costs |
| ST JOSEPH'S MEDICAL CENTER | ||
| P | 2105491 | Actual costs |
| ST JOSEPH'S MEDICAL CENTER | ||
| O | 74335 | Actual costs |
| ST JOSEPH'S MEDICAL CENTER | ||
| N | 1498106 | Actual costs |
| BRAINERD MEDICAL CENTER | ||
| P | 2004546 | Actual costs |
| ST MARY'S MEDICAL CENTER | ||
| L | 66040 | Actual costs |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE R, PART II, COLUMN (A) | Identifier |
| Explanation | NAME: In 2011, many Essentia entities adopted a doing business as name as part of a system-wide rebranding strategy using the Essentia brand. Legal Name; Doing Business As Name Brainerd Lakes Integrated Health System; Essentia Health Central Brainerd Medical Center, Inc.; Essentia Health Brainerd Specialty Clinic Bridges Medical Center; Essentia Health Ada First Care Medical Services; Essentia Health Fosston Graceville Health Center; Essentia Health Holy Trinity Hospital Innovis Health, LLC; Essentia Health West Midwest Medical Equipment & Supply Inc.; Essentia Health Medical Equipment and Supplies Northern Pines Medical Center; Essentia Health Northern Pines Pine Medical Center; Essentia Health Sandstone Polinsky Medical Rehabilitation Center; Essentia Health Polinsky Medical Rehabilitation Center St. Mary's Duluth Clinic Health System; Essentia Health East St. Mary's Hospital of Superior; Essentia Health St. Mary's Hospital-Superior St. Mary's Medical Center; Essentia Health St. Mary's Medical Center St. Mary's Regional Health Center; Essentia Health St. Mary's-Detroit Lakes | Explanation |