ESSENTIA HEALTH: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ESSENTIA HEALTH (EIN 20-0360007)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201231319349302108
- Schema version
- 2010v3.7
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T13:40:52-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200360007 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ESSE | NameControl |
| Phone | 2187868376 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2nd St | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT NORMAN | Name |
| Title | CFO | Title |
| Date Signed | 2012-05-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Peter Person MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2nd St | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23843515 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.essentiahealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | 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 | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 4680 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -16015 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11842122 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20534336 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -311067 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2840532 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23636 | OtherRevenuePriorYear |
| Other Revenue Current Year | 468647 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11554691 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23843515 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13850 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 247500 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 314600 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23888348 | OtherExpensePriorYear |
| Other Expenses Current Year | 22364718 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24136848 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22693168 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12582157 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1150347 | RevenuesLessExpensesCY |
| Total Assets BOY | 90981545 | TotalAssetsBOY |
| Total Assets EOY | 100741801 | TotalAssetsEOY |
| Total Liabilities BOY | 25156925 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 56417384 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65824620 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44324417 | 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 | 3087670 | Expense |
| Grants | 13850 | Grants |
| Revenue | 20534336 | Revenue |
| Description | See schedule O | Description |
| Total Program Service Expense | 3087670 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | 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 | true | 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 | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | 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 | 41 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | 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 | ROBERT NORMAN | NamePerson |
| Telephone Number | 2187863178 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | 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 (37 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Richard Blair | ||||||||
| Board Chair | 8.0 | X | X | 40000 | 0 | 0 | ||
| Laura Boehlke-Bray MD | ||||||||
| Board Director | 60.0 | X | 25000 | 267204 | 30454 | |||
| Terrence Clark MD | ||||||||
| Board Director | 60.0 | X | 0 | 192332 | 41666 | |||
| Lori Collard | ||||||||
| Board Vice Chair | 5.0 | X | X | 25000 | 900 | 0 | ||
| Sister Verda Clare Eichner | ||||||||
| Board Director thru 12/31/10 | 5.0 | X | 0 | 0 | 0 | |||
| Joel Haugen MD | ||||||||
| Board Director | 60.0 | X | 15000 | 277843 | 38041 | |||
| Neal Hessen | ||||||||
| Board Director | 5.0 | X | 26400 | 11500 | 0 | |||
| Sister Kathleen Hofer | ||||||||
| Board Secretary | 60.0 | X | X | 0 | 0 | 0 | ||
| Lauren Larsen | ||||||||
| Board Director | 5.0 | X | 25000 | 0 | 0 | |||
| Walter Leino MD | ||||||||
| Board Director | 3.0 | X | 15000 | 0 | 0 | |||
| Sister Beverly Raway | ||||||||
| Board Director | 5.0 | X | 0 | 0 | 0 | |||
| Thomas Russ MD | ||||||||
| Board Secretary thru 12/31/10 | 60.0 | X | X | 15000 | 277742 | 45175 | ||
| James Seitz | ||||||||
| Board Director | 3.0 | X | 15000 | 900 | 0 | |||
| Sister Clare Marie Trettel | ||||||||
| Board Director | 5.0 | X | 0 | 0 | 0 | |||
| Sister Claudia Riehl | ||||||||
| Board Director | 5.0 | X | 0 | 0 | 0 | |||
| Dean Ager | ||||||||
| Board Director | 3.0 | X | 2800 | 0 | 0 | |||
| James Anderson | ||||||||
| Board Director | 3.0 | X | 0 | 3000 | 0 | |||
| Peter Dunphy MD | ||||||||
| Board Director | 60.0 | X | 0 | 383574 | 17923 | |||
| Theresa Gunnarson MD | ||||||||
| Board Director | 60.0 | X | 0 | 462824 | 53320 | |||
| Michael Sheldon MD | ||||||||
| Board Director | 60.0 | X | 0 | 348647 | 39725 | |||
| Peter Person MD | ||||||||
| Chief Executive Officer | 60.0 | X | 0 | 1119337 | 698079 | |||
| Robert Norman | ||||||||
| Chief Financial Officer | 60.0 | X | 0 | 556955 | 131077 | |||
| Gregory Glasner MD | ||||||||
| President & CMO, West Region | 60.0 | 0 | 682078 | 101232 | X | |||
| Carl Heltne MD | ||||||||
| Chief Medical Officer | 60.0 | 0 | 564099 | 51247 | X | |||
| Daniel McGinty | ||||||||
| Senior VP, Development | 60.0 | 0 | 499207 | 131505 | X | |||
| Kevin Pitzer | ||||||||
| CAO, West Region | 60.0 | 0 | 504331 | 79032 | X | |||
| John Smylie | ||||||||
| Chief Operating Officer | 60.0 | 0 | 750897 | 115108 | X | |||
| Michael Mahoney | ||||||||
| Vice President, Public Policy | 60.0 | 0 | 234679 | 50428 | X | |||
| Teresa O'Toole | ||||||||
| CAO & CLO | 60.0 | 0 | 424936 | 74507 | X | |||
| Thomas Prusak | ||||||||
| President, Central Region | 60.0 | 0 | 432592 | 111251 | X | |||
| David Boran MD | ||||||||
| CMO, Central Region | 60.0 | 0 | 268415 | 27077 | X | |||
| Thomas Patnoe MD | ||||||||
| President & CMO, East | 60.0 | 0 | 692487 | 102267 | X | |||
| Michael Metcalf | ||||||||
| CAO, East Region | 60.0 | 0 | 414002 | 80222 | X | |||
| Maribeth Olson | ||||||||
| SMMC COO | 60.0 | 0 | 328245 | 82436 | X | |||
| James Abelsen | ||||||||
| Former Executive Vice Presi | 0.0 | 13821 | 213463 | 10135 | X | |||
| Daniel Zismer | ||||||||
| Former Executive Vice Pres | 8.0 | 135431 | 0 | 0 | X | |||
| Rocklon Chapin | ||||||||
| SMDCMC COO | 60.0 | 0 | 398353 | 74353 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 353452 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 10310542 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2186260 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Ernst Young | |||||
| 3712 Solutions Center | CHICAGO | IL | 60677 | Auditing/Consulting | 824364 |
| Soft Computer Consultants Inc | |||||
| 5400 Tech Data Dr | CLEARWATER | FL | 33760 | IT Services | 735699 |
| Eclipsys Corporation | |||||
| PO Box 8538-0133 | PHILADELPHIA | PA | 191710133 | IT Services | 521035 |
| Russell Herder Inc | |||||
| 315 E River Rd | BRAINERD | MN | 56401 | Advertising | 382924 |
| eDocument Resources LLC | |||||
| 6101 Baker Rd Ste 207 | MINNETONKA | MN | 55345 | IT Services | 357750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SUPPORT FEES | 541610 | 20528983 | 20529656 | -673 |
| CONSULTANT FEES | 541610 | 5353 | 5353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20534336 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 883046 | TotalRevenueColumn |
| Exclusion | $883,046 | 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1151618 | Securities |
| Other | 805868 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1151618 | Securities |
| Other | 805868 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1957486 | TotalRevenueColumn |
| Exclusion | $1,957,486 | 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 |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| FORWARD DELIVERY AGREEMENT TERMINATION | 900099 | 315000 | $315,000 |
| COST RECOVERY | 900099 | 123647 | $123,647 |
| UBI TAXES | 900099 | 30000 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 468647 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23843515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20529656 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4680 | UnrelatedBusinessRevenue |
| Exclusion | $3,309,179 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13850 | Total |
| Program Services | 13850 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 314600 | Total |
| Management And General | 314600 | 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 | 0 | Total |
| Program Services | 0 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 188847 | Total |
| Management And General | 188847 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127033 | Total |
| Management And General | 127033 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Management And General | 6000 | 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 | 70326 | Total |
| Management And General | 70326 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1037729 | Total |
| Program Services | 379214 | ProgramServices |
| Management And General | 658515 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612222 | Total |
| Program Services | 612222 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83877 | Total |
| Program Services | 52654 | ProgramServices |
| Management And General | 31223 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27489 | Total |
| Program Services | 19513 | ProgramServices |
| Management And General | 7976 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62961 | Total |
| Program Services | 11136 | ProgramServices |
| Management And General | 51825 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149884 | Total |
| Program Services | 558 | ProgramServices |
| Management And General | 149326 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1340816 | Total |
| Management And General | 1340816 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49174 | Total |
| Management And General | 49174 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| AFFILIATE EXPENSES ALLOCATION | 15051865 | 1991063 | 13060802 |
| PROVISIONS FOR DOUBTFUL ACCTS | 3477750 | 3477750 | |
| UBI TAXES | 21330 | 3280 | 18050 |
| DUES AND SUSCRIPTIONS | 8610 | 8610 | |
| ALL OTHER EXPENSES | 48805 | 4180 | 44625 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22693168 | Total |
| Program Services | 3087670 | ProgramServices |
| Management And General | 19605498 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 913056 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8935398 | BOY |
| EOY | 6172989 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 938312 | BOY |
| EOY | 3254977 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474081 | BOY |
| EOY | 602578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4424 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 74 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4350 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9488713 | BOY |
| EOY | 447891 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9078971 | BOY |
| EOY | 26273093 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61532818 | BOY |
| EOY | 62412552 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33252 | BOY |
| EOY | 660315 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90981545 | BOY |
| EOY | 100741801 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13993369 | BOY |
| EOY | 19799766 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5767616 | BOY |
| EOY | 31264154 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5139506 | BOY |
| EOY | 5235000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256434 | BOY |
| EOY | 118464 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25156925 | BOY |
| EOY | 56417384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65824620 | BOY |
| EOY | 44324417 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65824620 | BOY |
| EOY | 44324417 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90981545 | BOY |
| EOY | 100741801 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1150347 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -22650550 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (30 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| BRAINERD LAKES INTEGRATED HEALTH SYSTEM | |||||
| 371532145 | 0 | false | true | true | $0 |
| BRAINERD MEDICAL CENTER INC | |||||
| 371532148 | 03 | false | true | true | $145,716 |
| BRIDGES MEDICAL CENTER | |||||
| 200479568 | 03 | false | true | true | $96,520 |
| CLEARWATER VALLEY HOSPITAL & CLINICS INC | |||||
| 820497771 | 03 | false | true | true | $271,493 |
| CRITICAL ACCESS GROUP | |||||
| 261219624 | 0 | true | true | true | $393,592 |
| ST BENEDICT'S FAMILY MEDICAL CENTER | |||||
| 820227163 | 03 | false | true | true | $271,932 |
| ST JOSEPH'S MEDICAL CENTER | |||||
| 410695602 | 03 | false | true | true | $2,145,538 |
| ST MARY'S EMS | |||||
| 411805811 | 09 | false | true | true | $23,164 |
| ST MARY'S HOSPITAL & CLINICS INC | |||||
| 820226453 | 03 | false | true | true | $264,849 |
| ST MARY'S REGIONAL HEALTH CENTER | |||||
| 411620386 | 03 | false | true | true | $984,361 |
| INNOVIS HEALTH LLC | |||||
| 261175213 | 03 | true | true | true | $3,615,706 |
| MIDWEST MEDICAL EQUIPMENT & SUPPLY INC | |||||
| 411674021 | 09 | false | true | true | $112,959 |
| SMDC MEDICAL CENTER | |||||
| 411878730 | 03 | false | true | true | $5,167,965 |
| PINE MEDICAL CENTER | |||||
| 411884597 | 03 | false | true | true | $272,311 |
| POLINSKY MEDICAL REHABILITATION CENTER | |||||
| 410691275 | 03 | false | true | true | $119,163 |
| ST MARY'S DULUTH CLINIC FOUNDATION | |||||
| 412016979 | 07 | false | true | true | $0 |
| ST MARY'S DULUTH CLINIC HEALTH SYSTEM | |||||
| 411836633 | 03 | true | true | true | $0 |
| ST MARY'S HOSPITAL OF SUPERIOR | |||||
| 411811073 | 03 | false | true | true | $607,340 |
| ST MARY'S MEDICAL CENTER | |||||
| 410695604 | 03 | false | true | true | $5,133,163 |
| THE DULUTH CLINIC LTD | |||||
| 410883623 | 03 | false | true | true | $2,318,030 |
| DIVINE MEDICAL SERVICES | |||||
| 202773717 | 03 | false | true | true | $0 |
| DL SURGERY CENTER | |||||
| 263837203 | 03 | false | true | true | $1,060 |
| ECHC FOUNDATION | |||||
| 263359418 | 0 | false | true | true | $9,046 |
| ST MARY'S INNOVIS HEALTH | |||||
| 262861321 | 03 | false | true | true | $51,203 |
| MINNESOTA VALLEY HEALTH CENTER INC | |||||
| 410837659 | 03 | false | true | true | $158,262 |
| FIRST CARE MEDICAL SERVICES | |||||
| 410706143 | 03 | false | true | true | $269,837 |
| ESSENTIA INSTITUTE OF RURAL HEALTH | |||||
| 271291124 | 04 | false | true | true | $17,954 |
| ESSENTIA HEALTH FOUNDATION | |||||
| 271984704 | 07 | false | true | true | $709 |
| GRACEVILLE MISSIONARY BENEDICTINE SISTERS | |||||
| 410726173 | 03 | false | true | true | $91,558 |
| NORTHERN PINES MEDICAL CENTER | |||||
| 410841441 | 03 | false | true | true | $149,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 30 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 22693168 | SumOfAmounts |
| General Explanation | The supported organizations listed in Part I Line 11h that have a "No" box checked are not specifically listed in Essentia's articles of incorporation Article XI. However, Essentia's articles state that Essentia is organized and shall be operated exclusively for charitable, educational, scientific and religious purposes exclusively for the benefit of, to perform the functions of, or to carry out the purposes of the tax-exempt entities identified as supported organizations in their respective articles of incorporation. Schedule A, Line 11h, Column (vii) The amount of support includes Essentia Health's functional expenses which are incurred for the benefit of Essentia Health's supported organizations. | GeneralExplanation |
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 | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $109,156 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $6,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 115156 | 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 | Lobbying Activity Explanation: Essentia Health employs one full-time in-house public policy individual and during 2011 contracted with one consultant firm to monitor state legislative activities of interest dealing fully with Health and Human Services issues. Essentia Health's public policy activities occur on a multi state and national level. Essentia Health public policy activities included in person, telephonic, electronic communication and information relay with legislators and staff, administrative officials, government agencies and departments on both the state and federal levels. The primary issues of interest and concern include: Critical Access Hospital designation Physician and Hospital Services Reimbursement Medicare and Medicaid Reimbursement Policies Disproportionate Share Hospital Funding Graduate Medical Education/Indirect Medical Education Funding Health Information Technology Funding and Privacy Issues State and Federal Health Care Reform Medicare Reimbursement for Rehab Facilities Medicare 340B Prescription Drug Discount Program Nurse Staffing Ratios Electronic Medical Record Interoperability Medicare Recovery Audit Contractor Audits (RAC) Health Information Exchange Medical Education and Research Costs (MERC) State Children's Health Insurance Program Workforce Issues Public Health Initiatives Community Benefits | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4424 | OtherCostOrOtherBasis |
| Depreciation | 74 | Depreciation |
| Book Value | 4350 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 4350 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 5417247 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INVESTMENT FUND | Description |
| Book Value | 20855846 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 26273093 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TAX-EXEMPT RELATED ORG NOTE | 3879734 | F |
| INVESTMENT IN TAX-EXEMPT ORG | 58532818 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 62412552 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLES TO RELATED TAX-EXEMPT ORGS | Description |
| Amount | $118,464 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 118464 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part X | Identifier |
| Explanation | FIN 48 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, 2011 no longer includes an ASC 740 footnote. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| Central America and the Caribbean | Investments | 89669000 | |
| Europe (Including Iceland and Greenland) | Investments | 9318000 | |
| Central America and the Caribbean | Program Services | 9030275 | Self Indemnity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 108017275 | SubtotalAmountSpent |
| Total Amount Spent | 108017275 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Duluth Area Chamber of Commerce | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 West 1st Street | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 410225910 | EINOfRecipient |
| IRC Section | 501(c)(6) | IRCSection |
| Amount Of Cash Grant | 5500 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | General Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | Procedures for monitoring grants: Essentia Health's management reviews the grant activity by reviewing and documenting each expenditure request and approving the expense. | 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 (24 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Glasner MD | |||||||||||||
| 0 | 473789 | 0 | 177022 | 0 | 31267 | 0 | 69709 | 0 | 31523 | 0 | 783310 | 0 | 0 |
| Carl Heltne MD | |||||||||||||
| 0 | 562119 | 0 | 0 | 0 | 1980 | 0 | 24500 | 0 | 26747 | 0 | 615346 | 0 | 0 |
| Daniel McGinty | |||||||||||||
| 0 | 367024 | 0 | 131062 | 0 | 1121 | 0 | 91206 | 0 | 40299 | 0 | 630712 | 0 | 0 |
| Peter Person MD | |||||||||||||
| 0 | 847708 | 0 | 267813 | 0 | 3816 | 0 | 660950 | 0 | 37129 | 0 | 1817416 | 0 | 0 |
| Robert Norman | |||||||||||||
| 0 | 372520 | 0 | 135275 | 0 | 49160 | 0 | 63376 | 0 | 67701 | 0 | 688032 | 0 | 47861 |
| Kevin Pitzer | |||||||||||||
| 0 | 350133 | 0 | 123113 | 0 | 31085 | 0 | 68575 | 0 | 10457 | 0 | 583363 | 0 | 0 |
| John Smylie | |||||||||||||
| 0 | 551256 | 0 | 192793 | 0 | 6848 | 0 | 83435 | 0 | 31673 | 0 | 866005 | 0 | 0 |
| Laura Boehlke-Bray MD | |||||||||||||
| 25000 | 265322 | 0 | 1300 | 0 | 582 | 0 | 24500 | 0 | 5954 | 25000 | 297658 | 0 | 0 |
| Terrence Clark MD | |||||||||||||
| 0 | 191007 | 0 | 0 | 0 | 1325 | 0 | 20002 | 0 | 21664 | 0 | 233998 | 0 | 0 |
| Joel Haugen MD | |||||||||||||
| 15000 | 250441 | 0 | 0 | 0 | 27402 | 0 | 20982 | 0 | 17059 | 15000 | 315884 | 0 | 0 |
| Thomas Russ MD | |||||||||||||
| 15000 | 275431 | 0 | 1128 | 0 | 1183 | 0 | 24500 | 0 | 20675 | 15000 | 322917 | 0 | 0 |
| Michael Mahoney | |||||||||||||
| 0 | 179321 | 0 | 35685 | 0 | 19673 | 0 | 40124 | 0 | 10304 | 0 | 285107 | 0 | 18819 |
| Teresa O'Toole | |||||||||||||
| 0 | 287141 | 0 | 104038 | 0 | 33757 | 0 | 63806 | 0 | 10701 | 0 | 499443 | 0 | 30519 |
| Thomas Prusak | |||||||||||||
| 0 | 343422 | 0 | 86654 | 0 | 2516 | 0 | 86306 | 0 | 24945 | 0 | 543843 | 0 | 0 |
| David Boran MD | |||||||||||||
| 0 | 268415 | 0 | 0 | 0 | 0 | 0 | 12250 | 0 | 14827 | 0 | 295492 | 0 | 0 |
| Maribeth Olson | |||||||||||||
| 0 | 256982 | 0 | 40369 | 0 | 30894 | 0 | 55880 | 0 | 26556 | 0 | 410681 | 0 | 30330 |
| James Abelsen | |||||||||||||
| 13821 | 0 | 0 | 0 | 0 | 213463 | 0 | 0 | 0 | 10135 | 13821 | 223598 | 0 | 215796 |
| Daniel Zismer | |||||||||||||
| 135431 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 135431 | 0 | 0 | 0 |
| Thomas Patnoe MD | |||||||||||||
| 0 | 514522 | 0 | 177296 | 0 | 669 | 0 | 69931 | 0 | 32336 | 0 | 794754 | 0 | 0 |
| Rocklon Chapin | |||||||||||||
| 0 | 309586 | 0 | 87516 | 0 | 1251 | 0 | 52511 | 0 | 21842 | 0 | 472706 | 0 | 0 |
| Peter Dunphy MD | |||||||||||||
| 0 | 383574 | 0 | 0 | 0 | 0 | 0 | 12250 | 0 | 5673 | 0 | 401497 | 0 | 0 |
| Theresa Gunnarson MD | |||||||||||||
| 0 | 423955 | 0 | 38569 | 0 | 300 | 0 | 24500 | 0 | 28820 | 0 | 516144 | 0 | 0 |
| Michael Sheldon MD | |||||||||||||
| 0 | 321413 | 0 | 0 | 0 | 27234 | 0 | 22397 | 0 | 17328 | 0 | 388372 | 0 | 0 |
| Michael Metcalf | |||||||||||||
| 0 | 314854 | 0 | 94980 | 0 | 4168 | 0 | 52095 | 0 | 28127 | 0 | 494224 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J, Part I, Line 1a | Benefits provided: During tax year 2010, charter travel was used on occasion by two board directors, one officer and five key employees 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 4a | Severance payment Former key employee, James Abelsen, a former employee of related organization The Duluth Clinic, Ltd., received payment totaling $155,747 in tax year 2010 related to his termination. The termination terms are from June 30, 2008 until June 30, 2010. Mr. Abelsen will receive pay totaling $883,406 & benefits totaling $18,489 related to his termination. All other individuals listed as Formers in Form 990, Par VII, Section A, Line 1a were employed within Essentia Health and its subsidiaries and did not receive a severance payment during tax year 2010. |
| Schedule J, Part I, Line 4b | Supplemental nonqualified retirement plan 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) $0 Robert Norman (Critical Access Group) $47,861 Gregory Glasner, MD (Essentia Health West) $0 Kevin Pitzer, (Essentia Health West) $0 John Smylie (Essentia Health East) $0 Michael Mahoney (Essentia Health East) $18,819 Teresa O'Toole (Essentia Health East) $30,519 Thomas Patnoe, MD (Essentia Health East) $0 Michael Metcalf (Essentia Health East) $0 James Abelsen (Essentia Health East) $60,049 Maribeth Olson (Essentia Health East) $30,330 Rocklon Chapin (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. Essentia Health West's nonqualified retirement plan is offered to designated Essentia Health West'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 West's general assets. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Cass County North Dakota | |||||||
| 456002205 | 148047AU7 | 2010-02-25 | 59573111 | Srs 2008 A Reoffered (See Sch O) | false | false | true |
| WI Health and Education Facilities Authority | |||||||
| 391337855 | 97710BSD5 | 2010-02-25 | 12854722 | Srs 2008 B Reoffered (See Sch O) | false | false | true |
| MN Agricultural and Economic Development Board | |||||||
| 416007162 | 6049202H0 | 2010-02-25 | 165717405 | Srs 2008 C Reoffered (See Sch O) | false | false | true |
| MN Agricultural and Economic Development Board | |||||||
| 416007162 | 6049202M9 | 2010-06-25 | 109535000 | Srs 2010 (See Sch O) | false | false | true |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 3872252 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3872252 | 0 | 2010 | true | false | true | true |
| 0 | 0 | 835557 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 835557 | 0 | 2010 | true | false | true | true |
| 97500 | 0 | 10771632 | 0 | 0 | 0 | 123454 | 0 | 0 | 0 | 10648178 | 0 | 2010 | true | false | true | true |
| 473220 | 0 | 16377291 | 0 | 0 | 0 | 63167 | 0 | 0 | 5747832 | 10566292 | 0 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | true | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | See Schedule O | Identifier |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Daniel Zismer | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Former Key Employee | Relationship |
| Amount Of Transaction | 135431 | AmountOfTransaction |
| Description Of Transaction | Independent Contractor | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part III, Line 4 | Program service accomplishments Essentia Health is organized and shall be operated exclusively for charitable, educational, scientific and religious purposes exclusively for the benefit of, to perform the functions of, or to carry out the purposes of Critical Access Group, a Minnesota nonprofit corporation, St. Mary's Duluth Clinic dba Essentia Health East, a Minnesota nonprofit corporation, and Innovis Health dba Essentia Health West, a Delaware limited liability company and in support of Critical Access Group, Essentia Health East, and Essentia Health West and each of the tax-exempt entities identified as supported organizations in their articles of incorporation all of which are organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986. Essentia Health supports regional leaders in the development and advancement of business, clinical and financial models for the delivery of high-quality and cost-effective health care. The regional leaders provide integrated health care delivery through their physician group practices, ambulatory and outpatient centers, acute care hospitals and community, rural and critical access hospitals. The organizations Essentia Health supports (the "Supported Organizations") include 17 hospitals and more than 60 clinics in Minnesota, Wisconsin, North Dakota, and Idaho with several located in rural areas that have limited access to other healthcare options. These Supported organization file separate Form 990's. At fiscal year ended June 30, 2011, Essentia Health's Supported Organizations' consolidated total unrestricted revenue was $1,593,454,000 and consolidated income from operations was $50,887,000. These hospitals and clinics employ approximately 10,100 full time equivalents. The hospitals have a total of 1,123 licensed beds which provided for over 184,000 hospital patient days and over 666,800 outpatient visits during the fiscal year ended June 30, 2011. The clinics had over 1.8 million encounters during the same time period. During the fiscal year ended June 30, 2011, Essentia Health's Supported Organizations provided total community benefits of over $120.4 million which included costs of providing charity care, costs in excess of Medicaid payments, Medicaid surcharge, Minnesota Care tax, community services, subsidized health services, education, research, and cash and in-kind donations. |
| Form 990, Part V, Line 1c | No Gaming (Gambling) Winnings |
| Form 990, Part VI, Section A, Line 4 | Form 990 Significant Changes: During the fiscal year ended June 30, 2011, the Bylaws of Essentia Health were amended. The amendments modified the composition of Essentia Health's governing body to include three current or former members of the Duluth Clinic medical staff; up to three members of the Benedictine Sisters Benevolent Association; four additional physician members; up to three members who are chairs of the boards of directors of the organizations supported by Essentia Health; and six remaining independent members who subscribe to Essentia Health's mission, vision, and beliefs. |
| Form 990, Part VI, Line 7b | Member with right to approve governing body decisions: The Benedictine Sisters Benevolent Association ("BSBA") has certain reserved powers over all Catholic facilities within Essentia Health. BSBA's reserved powers are as follows Mission. Authority to approve the mission, purpose and vision statements for Catholic facilities and entities within the System. Adherence to Ethical Religious Directives (ERDs). Authority to approve the methods, policies and procedures pertaining to the adherence of Catholic facilities and entities within the System to the ERDs, and to require the use of religious symbols, distinguishing elements and prayers. Official Catholic Directory. Authority to request the listing of qualified entities and facilities within the System in The Official Catholic Directory, subject to the approval of applicable Catholic authorities. Catholic Health Association. Authority to require Catholic facilities and entities within the System to join the membership of the Catholic Health Association of the United States. Alienation of Stable Patrimony or Ecclesiastical Goods. Authority to approve alienation of either stable patrimony or other ecclesiastical goods in the System if such goods involved in a specific transaction approved by Essentia Health pursuant to Section 2.8(g) or 2.8(h) of the Affiliation Agreement have a dollar value equal to or greater than 70% of the amount established from time to time that requires approval from the Holy See. Amendments. Authority to approve any amendments to the Articles of Incorporation or Bylaws of this corporation that would alter the number of Benedictine Sisters of St. Scholastica Monastery of Duluth or Benedictine Sisters Benevolent Association board of director members serving as members of this corporation's board of directors; authority to approve any amendments to the Articles of Incorporation or Bylaws of the Supported Organizations, as well as the Catholic ECHC and SMDC Subsidiaries (as defined in the Affiliation Agreement), which could materially affect such entity's identity as a Catholic institution, including without limitation any amendment that would alter the number of Benedictine Sisters of St. Scholastica Monastery of Duluth or Benedictine Sisters Benevolent Association board of director members serving as members of such entity's board of directors; and authority to cause Essentia Health to make amendments to the Articles of Incorporation or Bylaws of the Supported Organizations, as well as the Catholic ECHC and SMDC Subsidiaries, which amendments Benedictine Sisters Benevolent Association in good faith are necessary to preserve such entity's identity as a Catholic institution. Mission Effectiveness. Authority to approve annual plans and evaluations relating to mission effectiveness and chaplaincy for the Catholic facilities and entities within the System. Mergers and Dissolution. Subject to the approval of the Benedictine Sisters of St. Scholastica Monastery of Duluth, authority to approve a proposed merger, consolidation, liquidation, dissolution, or the disposition of all or substantially all the assets. |
| Form 990, Part VI, Line 11a | Form 990 review process: The 2010 Form 990 including all schedules was reviewed by Essentia Health's management and governing body on March 30th, 2012 prior to filing with the Internal Revenue Service. Each current director of the governing body received a copy of the 2010 Form 990. Essentia Health'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 shall 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 shall be 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 shall bring the matter to the attention of the board or an appropriate committee of the board. Disclosure involving board or committee members shall be made to the board chair (or if she/he is the one with the conflict, then to the board vice chair), who shall bring these matters to the board or an appropriate committee of the board. The board or committee of the board shall 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 shall 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 Chief Executive Officer, Chief Financial Officer, Senior Vice President, Development, Chief Operating Officer, Vice President, Public Policy and Chief Administrative Officer/Chief Legal Officer; East Region's President/Chief Medical Officer and Chief Administrative Officer; West Region's President/Chief Medical Officer and Chief Administrative Officer; and Central Region's President and Chief Medical Officer was 2010. |
| Form 990, Part VI, Line 19 | Availability of governing documents, conflict of interest policy, and financial statements to the public: Essentia Health makes its governing documents, conflict of interest policy, and financial statements available to the public. Essentia Health's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Essentia Health 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 individuals listed in Form 990, Part VII, Section A, Line 1a also devoted time each week to related organizations: Lori Collard: approximately 5 hours Neal Hessen: approximately 16 hours James Seitz: approximately 5 hours James Anderson: approximately 8 hours 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 its' 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 its' related organizations. Terrance Clark, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and its' related organizations. Sister Verda Clare Eichner is employed by Essentia Health St. Mary's Medical Center. 100% of her time is spent furthering the purpose of Essentia Health East and its' related organizations. Joel Haugen, MD is employed by Essentia Health West. 100% of his time is spent furthering the purpose of Essentia Health West and its' 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 its' related organizations. Thomas Russ, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of Essentia Health East and its' related organizations. Peter Dunphy, MD is employed by Essentia Health Specialty Clinic. 100% of his time is spent furthering the purpose of Essentia Health Central and its' 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 its' related organizations. Michael Sheldon, MD is employed by Essentia Health West. 100% of his time is spent furthering the purpose of Essentia Health West and its' 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 its' related organizations. Gregory Glasner, MD is employed by Essentia Health West as the West Region's President and Chief Medical Officer. 100% of his time is spent furthering the purpose of Essentia Health and its' related organizations. Carl Heltne, MD is employed by The Duluth Clinic, Ltd. as Essentia Health's Chief Medical Officer. 100% of his time is spent furthering the purpose of Essentia Health and its' related organizations. Daniel McGinty is employed by Critical Access Group as Essentia Health's Senior Vice President, Development and Critical Access Group President. 100% of his time is spent furthering the purpose of Essentia Health and its' related organizations. Kevin Pitzer is employed by Essentia Health West as Essentia Health West's Chief Administrative Officer. 100% of his time is spent furthering the purpose of Essentia Health and its' 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 its' related organizations. Michael Mahoney is employed by Essentia Health Duluth as Essentia Health's Vice President, Public Policy. 100% of his time is spent furthering the purpose of Essentia Health and its' 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 its' related organizations. 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 its' related organizations. Thomas Prusak is employed by Critical Access Group as Essentia Health Central's President. 100% of his time is spent furthering the purpose of Essentia Health and its' related organizations. Michael Metcalf is employed by Essentia Health Duluth as Essentia Health East's Chief Administrative Officer. 100% of his time is spent furthering the purpose of Essentia Health and its' related organizations. David Boran, MD is employed by Essentia Health Brainerd Specialty Clinic as Essentia Health Central's Chief Medical Officer. 100% of his time is spent furthering the purpose of Essentia Health and its' related organizations. Maribeth Olson is employed by Essentia Health St. Mary's Medical Center as Essentia Health St. Mary's Medical Center's Chief Operating Officer. 100% of her time is spent furthering the purpose of Essentia Health East and its' related organizations. Rocklon Chapin is employed by Essentia Health Duluth as Essentia Health Duluth Executive Vice President, Hospital Division. 100% of his time is spent furthering the purpose of Essentia Health East and its' related organizations. |
| Form 990, Part IX, Line 24a | Other Expenses: Affiliate expenses allocation of $15,051,865 represents the portion of Critical Access Group, Essentia Health West, and Essentia Health East compensation ($14,551,621), supplies ($6,768), depreciation and amortization ($8,580), other purchased services ($115,452), rent ($94,500), miscellaneous operating expenses ($271,704), repairs and maintenance ($3,240) related to Essentia Health, a supporting organization of Critical Access Group, Essentia Health Central, Essentia Health West, and Essentia Health East, and allocated directly to Essentia. |
| Form 990, Part XI, Line 5 | Other Changes in Net Assets: The total amount of other changes in net assets includes: Net Asset transfer with related organizations; reallocated Balance Sheet items to more appropriate companies: ($26,563,308) Unrealized gain on trading securities and swaps: $3,912,758 |
| Schedule K | Additional information/comments relating to the reporting of liabilities by related organizations: Essentia Health has an Obligated Group created under the Master Indenture which is composed of the following Members: Essentia Health, Critical Access Group, Essentia Health East, Essentia Health St. Joseph's Medical Center, Essentia Health St. Mary's-Detroit Lakes, Essentia Health St. Mary's Medical Center, Essentia Health Duluth. Essentia Health Polinsky Medical Rehabilitation Center, Essentia Health St. Mary's Hospital -Superior, Essentia Health Brainerd Specialty Clinic, Essentia Health Central, St. Mary's Innovis Health, The Duluth Clinic, Ltd. and Essentia Health West (the "Obligated Group Members" or the "Members of the Obligated Group"). The Members of the Obligated Group are jointly and severally obligated on all indebtedness evidenced or secured by Notes issued under the Master Indenture. The Series 2008A reoffered bonds are secured by Notes issued under the Master Indenture. Essentia Health is the conduit borrower of the Series 2008A reoffered bonds and has recorded a portion of the bond liability on its balance sheet. The Obligated Group Members, Essentia Health West, The Duluth Clinic, Ltd., and Essentia Health St. Mary's-Detroit Lakes, are indirect beneficiaries of the Series 2008A reoffered borrowing and have recorded the bond liability on their balance sheets which are consolidated with Essentia Health. The Series 2008B reoffered bonds are secured by Notes issued under the Master Indenture. The Obligated Group Members: The Duluth Clinic, Ltd., Essentia Health and Essentia Health St. Mary's Hospital -Superior are the conduit borrowers of the Series 2008B reoffered bonds. The conduit borrowers, The Duluth Clinic, Ltd. and Essentia Health, have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Obligated Group Members, Essentia Health West and Essentia Health St. Mary's-Detroit Lakes, are indirect beneficiaries of a portion of the Series 2008B reoffered borrowing and have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Series 2008C reoffered bonds are secured by Notes issued under the Master Indenture. The Obligated Group Members: Essentia Health East, Essentia Health St. Joseph's Medical Center, Essentia Health St. Mary's-Detroit Lakes, The Duluth Clinic, Ltd., Essentia Health, and Essentia Health St. Mary's Medical Center, Inc. are the conduit borrowers of the Series 2008C reoffered bonds. The conduit borrowers, Essentia Health St. Mary's-Detroit Lakes , Essentia Health, and The Duluth Clinic, Ltd., have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Obligated Group Member, Essentia Health West is an indirect beneficiary of a portion of the Series 2008C reoffered borrowing and has recorded a portion of the bond liability on its balance sheet which is consolidated with Essentia Health. The Series 2010 bonds are secured by Notes issued under the Master Indenture. The Obligated Group Members: The Duluth Clinic, Ltd., Essentia Health, Essentia Health St. Joseph's Medical Center, Essentia Health East, Essentia Health St. Mary's Medical Center and Essentia Health St. Mary's-Detroit Lakes are the conduit borrowers of the Series 2010 bonds. The conduit borrowers, The Duluth Clinic, Ltd., Essentia Health, Essentia Health St. Joseph's Medical Center, and Essentia Health St. Mary's-Detroit Lakes, have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Obligated Group Member, Essentia Health West is an indirect beneficiary of a portion of the Series 2010 borrowing and has recorded a portion of the bond liability on its balance sheet which is consolidated with Essentia Health. Part 1, Column (f) Description of purpose: Series 2008A Reoffered: Reoffer Series 2008 A-1 and A-2 bonds issued March 4, 2008 to refinance a portion of the acquisition of certain assets of Essentia Health West in connection with the affiliation of Essentia Health with Essentia Health West. Series 2008B Reoffered: Reoffer Series 2008 B-1 bonds issued March 4, 2008 to refund Series 1999B bonds issued May 18, 1999 for construction projects and equipment purchases in Superior, WI and various Duluth Clinic locations in northwestern Wisconsin. Series 2008C Reoffered: Reoffer Series 2008 C-5 and 2008 C-4A bonds issued March 4, 2008 to refund Series 2004 bonds issued March 19, 2004 for various acquisitions, construction projects, capital improvements and equipment purchases in Duluth, Brainerd, and Detroit Lakes, MN and refund Series 1999A bonds issued May 18, 1999 for various acquisitions, construction projects, capital improvements and equipment purchases in Brainerd, Detroit Lakes and Duluth, MN and various Duluth Clinic sites in northern Minnesota. Series 2010: Refund Series 1993C and 1993E bonds issued January 15, 1993 and refund Series 2008 C-3 and 2008 C-4B bonds issued March 4, 2008 to refund Series 2004 bonds issued March 19, 2004 for various acquisitions, construction projects, capital improvements and equipment purchases in Duluth, Brainerd, and Detroit Lakes, MN and various Duluth Clinic sites in northern Minnesota and finance various construction projects, capital improvements and equipment purchased in Brainerd, Detroit Lakes and Duluth, MN and various Duluth Clinic sites in northern Minnesota. Part II, Line 3 Issue Price: Series 2008A Reoffered, Series 2008B Reoffered, Series 2008C Reoffered, and Series 2010 were issued by the Essentia Health Obligated Group. The issue price listed in Essentia Health Schedule K Part I Column (e) represents the Essentia Health Obligated Group's total borrowing. Part II, Lines 3 through 12 Proceeds: Series 2008A Reoffered, Series 2008B Reoffered, Series 2008C Reoffered, and Series 2010 were issued by the Essentia Health Obligated Group. A portion of the Series 2008A Reoffered, Series 2008B Reoffered, Series 2008C Reoffered, and Series 2010 borrowing were allocated to Essentia Health, an Essentia Health Obligated Group Member. The proceeds listed in Essentia Health Schedule K Part II Lines 3 through 12 represent Essentia Health allocated portion of the proceeds. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (30 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 |
|---|---|---|---|---|---|---|---|---|---|
| Brainerd Lakes Integrated Health System | |||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532145 | Supporting | MN | 501(c)(3) | 11 II | Essentia |
| Brainerd Medical Center Inc | |||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532148 | Clinic | MN | 501(c)(3) | 3 | BLIHS |
| Bridges Medical Center | |||||||||
| 201 9th St W | Ada | MN | 56510 | 200479568 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis |
| Clearwater Valley Hospital and Clinics | |||||||||
| 301 Cedar | Orofino | ID | 83544 | 820497771 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG |
| Divine Medical Services | |||||||||
| 709 N Lincoln | Jerome | ID | 83338 | 202773717 | Emergency Sr | ID | 501(c)(3) | 3 | SBFMC |
| DL Surgery Center | |||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 263837203 | ASC | MN | 501(c)(3) | 3 | CAG |
| ECHC Foundation | |||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 263359418 | Foundation | MN | 501(c)(3) | 11 I | CAG |
| Critical Access Group | |||||||||
| 503 E 3rd St Ste 400 | Duluth | MN | 55805 | 261219624 | Supporting | MN | 501(c)(3) | 11 II | Essentia |
| St Benedict's Family Medical Center | |||||||||
| 709 N Lincoln | Jerome | ID | 83338 | 820227163 | Clinic/Hosp | MN | 501(c)(3) | 3 | CAG |
| St Joseph's Medical Center | |||||||||
| 523 N 3rd St | Brainerd | MN | 56401 | 410965602 | Hospital | MN | 501(c)(3) | 3 | BLIHS |
| St Mary's EMS | |||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411805811 | Emergency Srv | MN | 501(c)(3) | 9 | SMRHC |
| St Mary's Hospital & Clinics Inc | |||||||||
| PO Box 137 | Cottonwood | ID | 83522 | 820226453 | CLinic/Hosp | ID | 501(c)(3) | 3 | CAG |
| St Mary's Innovis Health | |||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 262861321 | Clinic | MN | 501(c)(3) | 3 | Innovis |
| St Mary's Regional Health Center | |||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411620386 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis |
| Innovis Health LLC | |||||||||
| 1702 S University Dr | Fargo | ND | 58103 | 261175213 | Clinic/Hosp | DE | 501(c)(3) | 3 | Essentia |
| Midwest Medical Equipment & Supply Inc | |||||||||
| 4418 Haines Rd | Duluth | MN | 55811 | 411674021 | Medical Equip | MN | 501(c)(3) | 9 | SMDC |
| SMDC Medical Center | |||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 411878730 | Clinic/Hosp | MN | 501(c)(3) | 3 | SMDC |
| Pine Medical Center | |||||||||
| 109 Court Ave S | Sandstone | MN | 55072 | 411884597 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDC |
| Polinsky Medical Rehabilitation Center | |||||||||
| 530 E 2nd St | Duluth | MN | 55805 | 410691275 | Clinic | MN | 501(c)(3) | 3 | SMMC |
| St Mary's Duluth Clinic Foundation | |||||||||
| 400 E 3rd St | Duluth | MN | 55805 | 412016979 | Foundation | MN | 501(c)(3) | 7 | SMDC |
| St Mary's Duluth Clinic Health System | |||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 411836633 | Supporting | MN | 501(c)(3) | 11 II | Essentia |
| St Mary's Hospital of Superior | |||||||||
| 3500 Tower Ave | Superior | WI | 54880 | 411811073 | Clinic/Hosp | WI | 501(c)(3) | 3 | SMMC |
| St Mary's Medical Center | |||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 410695604 | Hospital | MN | 501(c)(3) | 3 | SMDC |
| The Duluth Clinic Ltd | |||||||||
| 400 E 3rd St | Duluth | MN | 55805 | 410883623 | Clinic | MN | 501(c)(3) | 3 | SMDC |
| First Care Medical Services | |||||||||
| 900 Hilligross Blvd SE | Fosston | MN | 56542 | 410706143 | Clinic/Hospit | MN | 501(c)(3) | 3 | Innovis |
| Minnesota Valley Health Center | |||||||||
| 621 S 4th St | LeSueur | MN | 56058 | 410837659 | Hospital/Nurs | MN | 501(c)(3) | 3 | CAG |
| Essentia Institute of Rural Health | |||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 271291124 | Research | MN | 501(c)(3) | 4 | Essentia |
| Essentia Health Foundation | |||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 271984704 | Foundation | MN | 501(c)(3) | 7 | Innovis |
| Northern Pines Medical Center | |||||||||
| 5211 Hwy 110 | Aurora | MN | 55705 | 410841441 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDC |
| Graceville Health Center | |||||||||
| 115 West Second St | Graceville | MN | 56240 | 410726173 | Clinic/Hospit | MN | 501(c)(3) | 3 | Innovis |
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 | N/A | 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 Health Insurance Services SPC | |||||||||||||||||
| Buckingham Sq 720 W Bay Rd PO 69 | Grand Cayman | Cayman Islands | CJ | KY1-1102 | 000000000 | Insurance | CJ | NA | Foreign Corp | 10780911 | 42964571 | 1.00000 | |||||
| East Range Clinics Ltd | |||||||||||||||||
| 410909915 | Clinics | NA | C | 0 | 0 | 0.00000 | 910 6th Ave N | Virginia | MN | 55792 | MN | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | 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 | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | 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 (32 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Critical Access Group | |
| k | 3900000 |
| Critical Access Group | |
| n | 1657548 |
| Critical Access Group | |
| o | 27980728 |
| Critical Access Group | |
| r | 933735 |
| Brainerd Medical Center Inc | |
| p | 711753 |
| St Joseph's Medical Center | |
| p | 4967395 |
| St Joseph's Medical Center | |
| q | 985801 |
| Bridges Medical Center | |
| p | 78330 |
| Clearwater Valley Hospital and Clinics Inc | |
| p | 398025 |
| St Mary's Hospital & Clinics Inc | |
| p | 410221 |
| Minnesota Valley Health Center | |
| p | 122815 |
| St Benedict's Family Medical Center | |
| d | 650000 |
| St Benedict's Family Medical Center | |
| p | 360641 |
| St Mary's Regional Health Center | |
| p | 4307060 |
| St Mary's Regional Health Center | |
| q | 61487 |
| Innovis Health LLC | |
| k | 3200004 |
| Innovis Health LLC | |
| n | 364273 |
| Innovis Health LLC | |
| p | 15698929 |
| Innovis Health LLC | |
| q | 1250527 |
| Innovis Health LLC | |
| r | 554631 |
| Northern Pines Medical Center | |
| a | 123781 |
| SMDC Medical Center | |
| k | 11724996 |
| SMDC Medical Center | |
| n | 10578721 |
| SMDC Medical Center | |
| o | 6864842 |
| SMDC Medical Center | |
| p | 7615432 |
| SMDC Medical Center | |
| q | 953265 |
| St Mary's Hospital of Superior | |
| p | 283023 |
| The Duluth Clinic Ltd | |
| o | 6150038 |
| The Duluth Clinic Ltd | |
| p | 12419760 |
| The Duluth Clinic Ltd | |
| r | 5585762 |
| Essentia Health Insurance Services SPC Ltd | |
| p | 4110405 |
| Essentia Health Insurance Services SPC Ltd | |
| q | 9030275 |