SMDC MEDICAL CENTER: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SMDC MEDICAL CENTER (EIN 41-1878730)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201141319349303054
- Schema version
- 2009v1.7
- 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 B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T16:58:33-04:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 75 BEATTIE PLACE SUITE 800 | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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) |
|---|---|---|
| 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 | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8644245740 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARBARA JOHNSON CFO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 EAST THIRD STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 365485223 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | smdc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | SMDC HEALTH SYSTEM BRINGS THE SOUL AND SCIENCE OF HEALING TO THE PEOPLE WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2774 | TotalNbrEmployees |
| Total Nbr Volunteers | 105 | TotalNbrVolunteers |
| Total Gross UBI | 386603 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 479644 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 599803 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 216718796 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 360413188 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4404293 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1696281 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1636864 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2485465 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 214431011 | TotalRevenuePriorYear |
| Total Revenue Current Year | 365194737 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1144408 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1053738 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 153518548 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 243329297 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 138320 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 73161772 | OtherExpensePriorYear |
| Other Expenses Current Year | 108316779 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 227824728 | TotalExpensesPriorYear |
| Total Expenses Current Year | 352699814 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -13393717 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12494923 | RevenuesLessExpensesCY |
| Total Assets BOY | 133237205 | TotalAssetsBOY |
| Total Assets EOY | 141467647 | TotalAssetsEOY |
| Total Liabilities BOY | 67420689 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 63869303 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65816516 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 77598344 | NetAssetsOrFundBalancesEOY |
| Mission Description | SMDC HEALTH SYSTEM BRINGS THE SOUL AND SCIENCE OF HEALING TO THE PEOPLE WE SERVE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 300054458 | Expense |
| Grants | 1053738 | Grants |
| Revenue | 360413188 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 300054458 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 |
| 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 | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 175 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2774 | 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 |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | 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 | 407 EAST THIRD STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW J ECKMAN MD | |||||||||
| SMDC MC BOARD DIRECTOR | 60.0 | X | 0 | 134894 | 37500 | ||||
| TIMOTHY J EGAN MD | |||||||||
| SMDC MC BOARD DIRECTOR | 60.0 | X | 0 | 504545 | 41820 | ||||
| PAT BURNS | |||||||||
| SMDC MC BOARD DIRECTOR | 10.0 | X | 0 | 0 | 0 | ||||
| BARBARA WESSBERG | |||||||||
| SMDC MC BOARD DIRECTOR | 60.0 | X | 120389 | 0 | 10861 | ||||
| THOMAS G PATNOE MD | |||||||||
| SMDC PREDIDENT & CHIEF MEDICAL | 60.0 | X | 622250 | 0 | 88719 | ||||
| MICHAEL C METCALF | |||||||||
| EXECUTIVE VP CLINICAL DIVISION | 60.0 | X | 422737 | 0 | 76772 | ||||
| PEDER H SVINGEN MD | |||||||||
| SMDC MC BOARD DIRECTOR | 60.0 | X | 0 | 263195 | 43306 | ||||
| ROBERT NORMAN | |||||||||
| CHIEF FINANCIAL OFFICER | 60.0 | 0 | 531094 | 106313 | X | ||||
| BARBARA JOHNSON | |||||||||
| CHIEF FINANCIAL OFFICER | 60.0 | 82570 | 0 | 12252 | X | ||||
| ROCKLON CHAPIN | |||||||||
| EVP HOSPITAL DIVISION, COO | 60.0 | 416411 | 0 | 59759 | X | ||||
| MARIBETH OLSON | |||||||||
| CHIEF OPERATING OFFICER | 60.0 | 0 | 315421 | 76534 | X | ||||
| ANN WATKINS | |||||||||
| VICE PRESIDENT SURGICAL SERVIC | 60.0 | 180160 | 0 | 48882 | X | ||||
| CYNTHIA G SORENSON | |||||||||
| VICE PRESIDENT MEDICAL SPECIAL | 60.0 | 189265 | 0 | 57047 | X | ||||
| MICHAEL MCAVOY | |||||||||
| VICE PRESIDENT ACUTE CARE & DI | 60.0 | 208541 | 0 | 51165 | X | ||||
| ALBERT J DEIBELE MD | |||||||||
| CLINICAL CHIEF | 60.0 | 0 | 700741 | 51251 | X | ||||
| THOMAS E KAISER MD | |||||||||
| CLINICAL CHIEF | 60.0 | 0 | 1077515 | 45313 | X | ||||
| TIMOTHY ZAGER MD | |||||||||
| CLINICAL CHIEF | 60.0 | 0 | 275367 | 41527 | X | ||||
| DENNIS W DASSENKO | |||||||||
| CHIEF INFORMATION OFFICER | 60.0 | 324185 | 0 | 72089 | X | ||||
| PETER E PERSON MD | |||||||||
| CHIEF EXECUTIVE OFFICER | 60.0 | 1205236 | 0 | 478102 | X | ||||
| JOHN C SMYLIE | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 60.0 | 648810 | 0 | 101390 | X | ||||
| TERESA M O'TOOLE | |||||||||
| GENERAL COUNSEL | 60.0 | 370360 | 0 | 70319 | X | ||||
| DIANE T DAVIDSON | |||||||||
| SR VICE PRES HUMAN RESOURCES | 60.0 | 285092 | 0 | 60122 | X | ||||
| HARVEY J ANDERSON | |||||||||
| VICE PRES FACILITIES & SUPPORT | 60.0 | 227834 | 0 | 37545 | X | ||||
| DAVID H AMUNDSON | |||||||||
| SENIOR VICE PRESIDENT FINANCE | 0.0 | 0 | 172427 | 8426 | X | ||||
| TERRI L RUBERG | |||||||||
| VP PATIENT CARE OPERATIONS | 60.0 | 0 | 198469 | 58571 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5303840 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4173668 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1735585 | TotalOtherCompensation |
| Number Individuals GT100 K | 61 | 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 |
|---|---|---|---|---|---|
| H T KLATZKY ASSOCIATES | |||||
| 1511 E SUPERIOR STREET | DULUTH | MN | 55812 | Marketing & Communic | 1419237 |
| AL PROPERTY MANAGEMENT | |||||
| 11 E SUPERIOR STREET SUITE 500 | DULUTH | MN | 55802 | Property Manangement | 950177 |
| PROSOURCE BILLING INC | |||||
| PO BOX 67 | SAUK RAPIDS | MN | 56379 | Billing Services | 773756 |
| SISU MEDICAL SYSTEMS | |||||
| 5 WEST 1ST STREET STE 200 | DULUTH | MN | 55802 | Software Maint/Srvcs | 927338 |
| EPIC SYSTEMS CORPORATION | |||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | Software Maint/Srvcs | 3181884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 28 | NumberOfContractorsGT100K |
| Government Grants | 599803 | GovernmentGrants |
| Total Contributions | 599803 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT REVENUE | 621400 | 360026585 | 360026585 | |
| AUDIOLOGY | 621990 | 2609 | 2609 | |
| OPTICAL SHOP | 621990 | 66457 | 66457 | |
| SKIN RENEWAL | 621990 | 317537 | 317537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 360413188 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1550013 | TotalRevenueColumn |
| Exclusion | $1,550,013 | 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 | 1447 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1447 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1447 | TotalRevenueColumn |
| Exclusion | $1,447 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 345892 | Securities |
| Other | 20350 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 219973 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 345892 | Securities |
| Other | -199623 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 146268 | TotalRevenueColumn |
| Exclusion | $146,268 | 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 | 244532 | GrossSalesOfInventory |
| Cost Of Goods Sold | 70513 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174019 | TotalRevenueColumn |
| Exclusion | $174,019 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFETERIA REVENUE | 722100 | 1262966 | $1,262,966 |
| PARKING REVENUE | 812930 | 598188 | $598,188 |
| OTHER REVENUE | 900099 | 448845 | $448,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2309999 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 365194737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 360026585 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 386603 | UnrelatedBusinessRevenue |
| Exclusion | $4,181,746 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1053738 | Total |
| Program Services | 1053738 | 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 | 5622871 | Total |
| Program Services | 5622871 | ProgramServices |
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 | 194835671 | Total |
| Program Services | 179044671 | ProgramServices |
| Management And General | 15791000 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11203073 | Total |
| Program Services | 9219967 | ProgramServices |
| Management And General | 1983106 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21229278 | Total |
| Program Services | 19666697 | ProgramServices |
| Management And General | 1562581 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10438404 | Total |
| Program Services | 9417472 | ProgramServices |
| Management And General | 1020932 | 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 | 171929 | Total |
| Program Services | 8375 | ProgramServices |
| Management And General | 163554 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241522 | Total |
| Management And General | 241522 | 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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10807925 | Total |
| Program Services | 10471512 | ProgramServices |
| Management And General | 336413 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556262 | Total |
| Program Services | 52131 | ProgramServices |
| Management And General | 504131 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35160188 | Total |
| Program Services | 32469302 | ProgramServices |
| Management And General | 2690886 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5358652 | Total |
| Program Services | 2171931 | ProgramServices |
| Management And General | 3186721 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5457374 | Total |
| Program Services | 336075 | ProgramServices |
| Management And General | 5121299 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494055 | Total |
| Program Services | 233820 | ProgramServices |
| Management And General | 260235 | 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 | 758812 | Total |
| Program Services | 370633 | ProgramServices |
| Management And General | 388179 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2755725 | Total |
| Management And General | 2755725 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15321549 | Total |
| Program Services | 4507066 | ProgramServices |
| Management And General | 10814483 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5667198 | Total |
| Program Services | 5048670 | ProgramServices |
| Management And General | 618528 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 12263646 | 12196281 | 67365 | |
| SERP CORRECTION | 3146610 | 3146610 | ||
| MINNESOTA CARE TAX | 4473773 | 4449313 | 24460 | |
| OTHER EXPENSES | 5675559 | 3713933 | 1823306 | 138320 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352699814 | Total |
| Program Services | 300054458 | ProgramServices |
| Management And General | 52507036 | ManagementAndGeneral |
| Fundraising | 138320 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6452364 | BOY |
| EOY | 4407241 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13233947 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 261900 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37485477 | BOY |
| EOY | 43140800 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770866 | BOY |
| EOY | 1334596 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2978885 | BOY |
| EOY | 2687870 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1952591 | BOY |
| EOY | 3253041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 206140122 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 151147542 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53081161 | BOY |
| EOY | 54992580 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16647205 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 31244359 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634709 | BOY |
| EOY | 145260 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133237205 | BOY |
| EOY | 141467647 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17710549 | BOY |
| EOY | 30073749 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49710140 | BOY |
| EOY | 33795554 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67420689 | BOY |
| EOY | 63869303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65708912 | BOY |
| EOY | 77459669 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73604 | BOY |
| EOY | 104675 | 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 | 65816516 | BOY |
| EOY | 77598344 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133237205 | BOY |
| EOY | 141467647 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | true | DirectContactLegislators |
| Direct Contact Legislators | $6,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 6000 | 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 |
| Return Reference | LOBBY ACTIVITY EXPLANATION- | ReturnReference |
| Explanation | SMDC Medical Center contracted with one legal firm to monitor state legislative activities of interest dealing fully with Health and Human Services issues during 2010. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
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 | 40800387 | OtherCostOrOtherBasis |
| Depreciation | 28019353 | Depreciation |
| Book Value | 12781034 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 737022 | OtherCostOrOtherBasis |
| Depreciation | 246354 | Depreciation |
| Book Value | 490668 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 162520906 | OtherCostOrOtherBasis |
| Depreciation | 121514511 | Depreciation |
| Book Value | 41006395 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1562228 | OtherCostOrOtherBasis |
| Depreciation | 1367324 | Depreciation |
| Book Value | 194904 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 54992580 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DEPREC RESERVE-LONG TERM POOL | 31156897 | F |
| SISU INVESTMENT | 87462 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 31244359 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MINNESOTA CARE | $1,630,893 |
| SALES TAX | $11,380 |
| INTERCOMPANY PAYABLE | $24,448,305 |
| PENSION LIABILITY | $6,303,432 |
| MISC OTHER | $1,401,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33795554 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D PART X: | Identifier |
| Return Reference | FIN 48 FOOTNOTE- | ReturnReference |
| Explanation | 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, 2010 no longer includes an ASC 740 footnote. | Explanation |
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) |
|---|---|---|
| Total Community Benefit Expense | 1117719 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1117719 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00320 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 106508857 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 84175824 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 22333033 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06330 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 352417 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 352417 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00100 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 107978993 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 84175824 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 23803169 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06750 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 4 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 965291 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 965291 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00270 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 269525 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 269525 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 1234816 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1234816 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00350 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 6 | NumberOfActivitiesOrPrograms |
| Total Community Benefit Expense | 109213809 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 84175824 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 25037985 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07100 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 264719 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 264719 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Total Community Building Expense | 264719 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 264719 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $6,616,237 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 43722813 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 50803849 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -7081036 | 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 |
Form990 Schedule H Part V Form990ScheduleHPartV (7 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Er OtherErOther | OtherOther |
|---|---|---|---|---|---|---|---|---|
| SMDC Medical Center | ||||||||
| 502 East Second Street | Duluth | MN | 55805 | X | X | X | X | ER-Burn Center |
| SMDC Medical Center - Lakeside | ||||||||
| 4621 East Superior Street | Duluth | MN | 55804 | Clinic | ||||
| SMDC Medical Center - West | ||||||||
| 4212 Grand Avenue | Duluth | MN | 55807 | Clinic | ||||
| SMDC Medical Center - Hermantown | ||||||||
| 4855 West Arrowhead Road | Duluth | MN | 55811 | Clinic | ||||
| SMDC Medical Center - 3rd Street | ||||||||
| 400 East Third Street | Duluth | MN | 55805 | Clinic | ||||
| SMDC Medical Center - 1st Street | ||||||||
| 420 East 1st Street | Duluth | MN | 55805 | Clinic | ||||
| SMDC Medical Center - 2nd Street | ||||||||
| 402 East 2nd Street | Duluth | MN | 55805 | Clinic | ||||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Income Based Criteria | The organization uses federal poverty guidelines. | IncomeBasedCriteria |
| Annual Community Benefit Expln | SMDC Medical Center'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 SMDC Medical Center's parent corporation. | AnnualCommunityBenefitExpln |
| Costing Method Used | The cost to charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges was used to calculate cost for the following community benefits: 1) Charity Care; 2) Unreimbursed Medicaid; 3) Unreimbursed cots - other means-tested government Programs. Actual costs were used for the remainder of the community benefits reported. | CostingMethodUsed |
| Subsidized Health Services Expln | Not Applicable. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | Bad debt expense that was subtracted from total expense to obtain the % of community benefit to total expense amounted to $12,263,646. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | Costing Methodology- The costing methodology used to report bad debt expense at cost was the cost to charge ratio from Worksheet 2, Ratio of Patient Care Cost-to-Charges. The rationale for using the Cost-to-Charge ratio is that it is the most efficient way to calculate bad debt at cost. We believe this method materially represents the cost of bad debt. Discounts & Payments- Discounts and charity care are accounted for as reductions to revenue where bad debts are accounted for as operating expenses. 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 (reduction of revenue). Because this is our practice, we believe there is no known charity care within bad debt expense. Footnote- (Excerpt from the parent company's audit) The provision for uncollectible accounts is based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category. The results of this review are then used to make any modifications to the provision for uncollectible accounts. After satisfaction of amounts due from insurance, Essentia Health follows established guidelines for placing certain past-due patient balances with collection agencies, subject to the terms of certain restrictions on collection efforts as determined by Essentia. | BadDebtFootnote |
| Shortfall As Community Benefit | Costing Metholodology- The costing methodology used in determining the Medicare Allowable Cost reported in the organization's Medicare 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. Shortfall Treatment- SMDC Medical Center 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 similar to the rationale used by the American Hospital Association. 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. | ShortfallAsCommunityBenefit |
| Debt Collection Policy | At any stage of the patient experience, including collections, a determination may be made that the patient qualifies for Charity Care. All collection efforts must be suspended while a patient's Charity Care application is being considered and until the patient is notified regarding the determination of eligibility. The Charity Care Program policy will govern the handling of that patient's balance. | DebtCollectionPolicy |
| Number Of Facility Type Expln | Not applicable. | NumberOfFacilityTypeExpln |
| Needs Assessment | SMDC Medical Centers parent corporation, SMDC Health System, provides significant financial support for a health-care needs assessment 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. We also provide financial support for the United Way of Greater Duluth's ongoing assessment of community needs, including (but not limited to) health-related issues in children and adults. The findings of these assessments are the basis for determining community programs supported by our organization. | NeedsAssessment |
| Patient Education Assistance | SMDC Medical Center 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 charity care policy and application is available on the SMDC website at www.smdc.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). SMDC Medical Center has financial counselors on staff to assist patients in Medicaid, Medicare and other assistance programs (including the charity care program) that may be available to them. Contact information for the Financial Counselors is available on the SMDC website and is also included on the back of the billing statements. All hospital staff have been trained to refer patients to the financial counselor. The financial counselors often assist patients with the application process, mailing and follow up. | PatientEducationAssistance |
| Community Information | SMDC Medical Center is located in Duluth, MN. SMDC Medical Center is a part of the larger Essentia Health System, which is defined in Part VI, Line 7. SMDC Medical Center consists of 1 hospital and 6 clinics that service the St. Louis county area. The overall community is classified as a combination of suburban and rural communities. SMDC Medical Center and its related clinics cover a population of over 460,000 people. The service region consists of 17.08% of the population over the age of 65, 20.21% of the population under the age of 18, 7.03% of the population is of a minority racial background, almost a 50/50 split between genders, 49.18% of the population have a high school diploma or less. The average income of the service area is slightly below $53,000. Approximately 7.9% of the population falls below federal poverty guidelines. SMDC Medical Center, along with the rest of Essentia Health, is committed to serve patients regardless of their ability to pay. 2.3% of patients seen by SMDC Medical Center or their corresponding clinics were uninsured patients. In addition, slightly more than 14% of their patients were Medicaid recipients. As mentioned above, SMDC Medical Center 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. | CommunityInformation |
| Community Building Activities | SMDC Medical Center is located in a region with high unemployment rates and per capita incomes well below state averages. The level of poverty, particularly in certain areas of our service region, is associated with higher-than-average risk of homelessness, hunger, child neglect, drug and alcohol abuse, and many other factors that have been shown to have negative impact on people and the communities where they live. SMDC Medical Center supports a number of organizations that work to address these issues in many ways. This support includes, but is not limited to: -Promoting job growth through ongoing support for economic development efforts through organizations like the local chamber of commerce. -Supporting housing programs that help low- and moderate-income families purchase homes they can afford. -Support for local United Way agencies, which in turn provide much-needed financial support for programs designed to support people in poverty and help them achieve independent lives. -Direct support for programs that provide food, shelter and other assistance to people who are homeless or on the verge of homelessness. -Direct support for youth programs and activities, including supervised teen drop-in centers, that emphasize responsible behavior, school attendance, and drug and alcohol-free activities. -Support for area domestic and sexual violence shelters. -Support for programs that provide career-counseling and one-on-one assistance to people looking for work. | CommunityBuildingActivities |
| Other Information | SMDC Medical Center's board of directors is composed of volunteer representatives from the community it serves. SMDC Medical Center 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. SMDC Medical Center is a part of the SMDC Health System. SMDC Health System's consolidated community benefits are summarized below: Benefits for person living in poverty Charity care at cost $4,885,965.00 Cost-to-Charge Ratio Unreimbursed Medicaid $56,377,438.00 Cost-to-Charge Ratio Unreimbursed costs other means-tested government programs $1,066,229.00 Actual Costs Total Charity Care and Means-Tested Government Programs $62,329,632.00 Benefits for the broader community Community health improvement services and community benefit operations $2,618.00 Actual Costs Health professions education $5,839,665.00 Actual Costs Subsidized health services $72,953.00 Actual Costs Research $1,201,804.00 Actual Costs Financial & in-kind contributions $275,206.00 Actual Costs Total Other Benefits $7,392,246.00 Community building activities $242,045.00 Actual Costs Unpaid cost of public programs, Medicare $87,220,121.00 Cost-to-Charge Ratio Other care provided without compensation (bad debt) $18,044.106.00 Cost-to-Charge Ratio Discounts offered to uninsured patients $3,723,529.00 Actual Costs Taxes and fees $2,521,033.00 Actual Costs Total Community Benefit $181,472,712.00 SMDC Medical Center is a part of a larger system, Essentia Health. As a non-profit organization, Essentia Health is focused on reinvesting surplus revenues into programs and technology that improve patient care. One of the most significant investments has been in the area of electronic health records, which are being rolled out across the health system's network of hospitals and clinics. The majority of Essentia hospitals and clinics will be linked via one central EHR by the end of 2011, thanks in part to significant investments made in 2010. We also continue to replace and upgrade technology, ranging from CT scanners to robotic surgery devices that ensure patients in our predominantly rural communities have access to these needed 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 currently not reimbursed by state or federal programs, so Essentia Health assumes responsibility for medical home costs. Essentia also supports the health of our communities through active research and clinical trials through the Essentia Institute of Rural Health. Various Essentia Health organizations contributed almost $1.5 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. | OtherInformation |
| Affiliated Health Care System | SMDC Medical Center is part of Essentia Health, an integrated health system of 17 hospitals, over 60 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 and cancer clinical trials 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 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 aggressive implementation of the Epic electronic health record (EHR). Already in use in a number of Essentia Health's rural clinics and some hospitals, a fully-integrated EHR is scheduled to connect patients across the Essentia service region by 2012. A common electronic health record allows health professionals 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. | AffiliatedHealthCareSystem |
| Reports Filed With States | MN | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (48 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY DULUTH UNIT | |||||||
| 130 W SUPERIOR ST | DULUTH | MN | 55802 | 410724036 | 501( c)3 | 12000 | 2010 SPONSORSHIP |
| AMERICAN RED CROSS | |||||||
| P O BOX 73013 | CHICAGO | IL | 606737013 | 530196605 | 501( c)3 | 19293 | HAITI RELIEF |
| BENTLEYVILLE | |||||||
| PO BOX 100 | DULUTH | MN | 55802 | 999999999 | 501(C)3 | 7500 | 2009 RUDOLPH SPONSOR |
| BOYS & GIRLS CLUB OF DULUTH | |||||||
| 2623 W SECOND ST | DULUTH | MN | 55806 | 410969947 | 501(C)3 | 7500 | PROGRAM SUPPORT |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | 135563422 | 501(C)3 | 54238 | HAITI RELIEF |
| CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC | |||||||
| 2231 CAITLIN AVE | SUPERIOR | WI | 54880 | 391478768 | 501(C)3 | 40000 | PROGRAM SUPPORT |
| CENTRAL HILLSIDE PARISH | |||||||
| 2430 W 3RD ST | DULUTH | MN | 55806 | 999999999 | 501(C)3 | 18100 | PROGRAM SUPPORT |
| DULUTH CHAMBER OF COMMERCE | |||||||
| 5 W IST ST SUITE 101 | DULUTH | MN | 55802 | 410225910 | 501(C)3 | 10400 | PROGRAMS SUPPORT |
| CHESTER BOWL IMPROVEMENT CLUB | |||||||
| 1801 E SKYLINE PARKWAY | DULUTH | MN | 55807 | 999999999 | 501(C)3 | 20000 | YOUTH PROGRAMMING |
| CHURCHES UNITED IN MINISTRY | |||||||
| 102 W 2ND ST | DULUTH | MN | 55802 | 411227969 | 501(C)3 | 7050 | EMERGENCY FOOD SHELF |
| COLLEGE OF ST SCHOLASTICA | |||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501(C)3 | 10000 | SCIENCE INITIATIVE |
| DAMIANO CENTER | |||||||
| 204 W 4TH ST 209 | DULUTH | MN | 55806 | 411453251 | 501(C)3 | 23550 | SOCIAL SERVICE PROG & SOUP PROGRAM |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE-2ND FLR | NEW YORK | NY | 10001 | 133433452 | 501(C)3 | 54568 | HAITI RELIEF |
| DULUTH LISC | |||||||
| 202 W SUPERIOR ST STE 401 | DULUTH | MN | 55802 | 133030229 | 501(C)3 | 46000 | ASSISTED HOME OWNERS & PROGRAM SUPPORT |
| DULUTH PLAYHOUSE | |||||||
| 506 W MICHIGAN ST | DULUTH | MN | 55802 | 410694692 | 501(C)3 | 10000 | 2009 SPONSORSHIP |
| DULUTH SUPERIOR SYMPHONY ASSOC | |||||||
| 506 W MICHIGAN ST | DULUTH | MN | 55802 | 043437712 | 501(C)3 | 12900 | PROGRAM SUPPORT |
| FIRST WITNESS | |||||||
| 4 W 5TH ST | DULUTH | MN | 55805 | 410718322 | 501(C)3 | 12000 | PROGRAM SUPPORT |
| GRANDMAS | |||||||
| 525 LAKE AVE S | DULUTH | MN | 55802 | 411573627 | 501(C)3 | 11000 | 2010 MARATON SPONSOR |
| GRANT COMMUNITY SCHOOL | |||||||
| 1027 8TH AVE E | DULUTH | MN | 55805 | 412002724 | 501(C)3 | 15000 | PACE PROGRAM |
| HEAD OF THE LAKES | |||||||
| 201 E 1ST ST | DULUTH | MN | 55802 | 362193619 | 501(C)3 | 7500 | ENCOUNTERS YOUTH CNTR |
| JUST KIDS DENTAL PROGRAM | |||||||
| 2454 HWY 2 | TWO HARBORS | MN | 55616 | 412064328 | N/A | 10000 | NE MINNESOTA PROGRAM |
| JUST KIDS DENTAL PROGRAM | |||||||
| 3025 TOWER AVE | SUPERIOR | WI | 54880 | 396004736 | 501(C)3 | 10000 | SUPERIOR PROGRAM |
| KIDS CLOSET | |||||||
| 727 Central Avenue | DULUTH | MN | 55811 | 201878745 | N/A | 60000 | OUTER WEAR 4 KIDS |
| LAKE SUPERIOR COMMUNITY HEALTH CENTER | |||||||
| 4325 GRAND AVE | DULUTH | MN | 55807 | 237167576 | 501(C)3 | 10000 | FORGIVNESS OF LOAN |
| ROTARY CLUB OF SUPERIOR | |||||||
| 1627 N 34TH ST | SUPERIOR | WI | 54880 | 390579300 | 501(C)4 | 7500 | DRAGON BOAT SPONSOR 09 |
| LAKEVIEW MEMORIAL HOSPITAL INC | |||||||
| 325 11TH AVE | TWO HARBORS | MN | 55616 | 410786046 | 501(C)3 | 10000 | JUST KIDS DENTAL HLT |
| LIFEHOUSE | |||||||
| 102 W 1ST ST | DULUTH | MN | 55802 | 411704840 | 501(C)3 | 15000 | PROGRAM SUPPORT |
| LUTHERAN SOCIAL SERVICES | |||||||
| 424 W SUPERIOR ST | DULUTH | MN | 55802 | 410872993 | 501(C)3 | 25000 | WELLNESS CENTER |
| MEN AS PEACEMAKERS | |||||||
| 205 W 2ND ST | DULUTH | MN | 55802 | 411841689 | 501(C)3 | 10000 | MENTORING PROGRAM |
| MILLER DWAN FOUNDATION | |||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 237396466 | 501(C)3 | 15000 | UNDERWRITING 2009 |
| MONACO AIR DULUTH LLC | |||||||
| 4535 AIRPORT APPROACH RD | DULUTH | MN | 55811 | 203648812 | N/A | 10000 | PROGRAM CONTRIBUTION |
| NORTHERN COMMUNITIES LAND TRUST | |||||||
| 206 W 4TH ST 201 | DULUTH | MN | 55806 | 411678328 | 501(C)3 | 10000 | PROGRAM SUPPORT |
| NORTHLAND FOUNDATION | |||||||
| 332 W SUPERIOR ST | DULUTH | MN | 55802 | 411554455 | 501(C)3 | 25000 | CORP CONTRIBUTION |
| NORTHWOODS WOMEN INC | |||||||
| P O BOX 88 | ASHLAND | WI | 54806 | 391364912 | 501(C)3 | 8000 | NEW DAY SHELTER |
| PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT INC | |||||||
| 32 E 1ST ST STE 200 | DULUTH | MN | 55802 | 411350021 | 501(C)3 | 30000 | PROGRAM SUPPORT & SANE PROGRAM |
| PROJECT HAITI INC | |||||||
| 123 MINNESOTA AVE S | AITKIN | MN | 54631 | 650823881 | 501(C)3 | 8260 | HAITI RELIEF |
| SCHOOL DISTRICT OF SUPERIOR | |||||||
| 3025 TOWER AVE | SUPERIOR | WI | 54880 | 396004736 | 501(C)3 | 10000 | JUST KIDS DENTAL HLT |
| SECOND HARVEST NORTHERN LAKES FOOD BANK | |||||||
| 4503 AIRPARK BLVD | DULUTH | MN | 55811 | 363479964 | 501(C)3 | 20000 | FOOD RESCUE |
| SMDC FOUNDATION | |||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 412016979 | 501(C)3 | 15000 | READING PROGRAM FOR DULUTH CHILDREN'S HOSPITAL |
| SMDC FOUNDATION | |||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 412016979 | 501(C)3 | 35000 | EMPLOYEE EMERGENCY FUND GIFT |
| SMDC FOUNDATION | |||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 412016979 | 501(C)3 | 108290 | CAMEROON PROGRAM FUNDING |
| SOAR CAREER SOLUTIONS | |||||||
| 205 W 2ND ST 101 | DULUTH | MN | 55802 | 411449179 | 501(C)3 | 20000 | PROGRAM SUPPORT |
| ST MARYS INNOVIS HEALTH | |||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411620386 | 501(C)3 | 9861 | HAITI RELIEF |
| UNION GOSPEL MISSION | |||||||
| 219 1/2 E 1ST ST | DULUTH | MN | 55802 | 410724066 | 501(C)3 | 8000 | FOOD PROGRAM |
| UNITED WAY OF GREATER DULUTH | |||||||
| UNITED WAY OF GREATER DULUTH | DULUTH | MN | 55802 | 410857077 | 501(C)3 | 20000 | CORP CAMPAIGN |
| UNITED WAY OF NORTHEASTERN MINNESOTA | |||||||
| 229 W LAKE ST | CHISHOLM | MN | 55719 | 410908454 | 501(C)3 | 40000 | ANNUAL SUPPORT |
| UNIVERSITY OF MINNESOTA PHYSICIANS | |||||||
| PO BOX 459 | MINNEAPOLIS | MN | 55440 | 410982434 | 501(C)3 | 40000 | PROGRAM SUPPORT & WELLNESS ED PLAYS |
| DULUTH PUBLICITY BUREAU INC - VISIT DULUTH | |||||||
| 21 W SUPERIOR ST STE 100 | DULUTH | MN | 55802 | 410226515 | 501(C)3 | 10000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 50 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART 1, LINE 2 | ReturnReference |
| Explanation | For grants over $5,000 recipients are required to provide a written report to the grant committee. | 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 |
| 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 (23 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 | 377302 | 0 | 123763 | 0 | 30029 | 0 | 60196 | 0 | 46117 | 0 | 637407 | 0 | 29138 |
| BARBARA JOHNSON | |||||||||||||
| 82570 | 0 | 0 | 0 | 0 | 0 | 7500 | 0 | 4752 | 0 | 94822 | 0 | 0 | 0 |
| ROCKLON CHAPIN | |||||||||||||
| 310325 | 0 | 106086 | 0 | 0 | 0 | 45721 | 0 | 14038 | 0 | 476170 | 0 | 0 | 0 |
| MATTHEW J ECKMAN MD | |||||||||||||
| 0 | 134894 | 0 | 0 | 0 | 0 | 0 | 15372 | 0 | 22128 | 0 | 172394 | 0 | 0 |
| TIMOTHY J EGAN MD | |||||||||||||
| 0 | 504545 | 0 | 0 | 0 | 0 | 0 | 23000 | 0 | 18820 | 0 | 546365 | 0 | 0 |
| THOMAS G PATNOE MD | |||||||||||||
| 454905 | 0 | 167345 | 0 | 0 | 0 | 62131 | 0 | 26588 | 0 | 710969 | 0 | 0 | 0 |
| MICHAEL C METCALF | |||||||||||||
| 306907 | 0 | 115830 | 0 | 0 | 0 | 50184 | 0 | 26588 | 0 | 499509 | 0 | 0 | 0 |
| PEDER H SVINGEN MD | |||||||||||||
| 0 | 263195 | 0 | 0 | 0 | 0 | 0 | 23000 | 0 | 20306 | 0 | 306501 | 0 | 0 |
| MARIBETH OLSON | |||||||||||||
| 0 | 257201 | 0 | 46390 | 0 | 11830 | 0 | 49320 | 0 | 27214 | 0 | 391955 | 0 | 11830 |
| ANN WATKINS | |||||||||||||
| 180160 | 0 | 0 | 0 | 0 | 0 | 29632 | 0 | 19250 | 0 | 229042 | 0 | 0 | 0 |
| CYNTHIA G SORENSON | |||||||||||||
| 155952 | 0 | 28093 | 0 | 5220 | 0 | 27650 | 0 | 29397 | 0 | 246312 | 0 | 5220 | 0 |
| MICHAEL MCAVOY | |||||||||||||
| 176545 | 0 | 31996 | 0 | 0 | 0 | 31908 | 0 | 19257 | 0 | 259706 | 0 | 0 | 0 |
| ALBERT J DEIBELE MD | |||||||||||||
| 0 | 700741 | 0 | 0 | 0 | 0 | 0 | 23000 | 0 | 28251 | 0 | 751992 | 0 | 0 |
| THOMAS E KAISER MD | |||||||||||||
| 0 | 1077515 | 0 | 0 | 0 | 0 | 0 | 23000 | 0 | 22313 | 0 | 1122828 | 0 | 0 |
| TIMOTHY ZAGER MD | |||||||||||||
| 0 | 275367 | 0 | 0 | 0 | 0 | 0 | 23000 | 0 | 18527 | 0 | 316894 | 0 | 0 |
| DENNIS W DASSENKO | |||||||||||||
| 232906 | 0 | 91279 | 0 | 0 | 0 | 48134 | 0 | 23955 | 0 | 396274 | 0 | 0 | 0 |
| PETER E PERSON MD | |||||||||||||
| 846204 | 0 | 251744 | 0 | 107288 | 0 | 446515 | 0 | 31587 | 0 | 1683338 | 0 | 104762 | 0 |
| JOHN C SMYLIE | |||||||||||||
| 474792 | 0 | 174018 | 0 | 0 | 0 | 71302 | 0 | 30088 | 0 | 750200 | 0 | 0 | 0 |
| TERESA M O'TOOLE | |||||||||||||
| 268755 | 0 | 88125 | 0 | 13480 | 0 | 58832 | 0 | 11487 | 0 | 440679 | 0 | 13480 | 0 |
| DIANE T DAVIDSON | |||||||||||||
| 205277 | 0 | 79815 | 0 | 0 | 0 | 34658 | 0 | 25464 | 0 | 345214 | 0 | 0 | 0 |
| HARVEY J ANDERSON | |||||||||||||
| 181664 | 0 | 31182 | 0 | 14988 | 0 | 22886 | 0 | 14659 | 0 | 265379 | 0 | 0 | 0 |
| DAVID H AMUNDSON | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 172427 | 0 | 0 | 0 | 8426 | 0 | 180853 | 0 | 28744 |
| TERRI L RUBERG | |||||||||||||
| 0 | 161588 | 0 | 27584 | 0 | 9297 | 0 | 33899 | 0 | 24672 | 0 | 257040 | 0 | 9297 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J EXPLANATIONS: | Identifier |
| Explanation | FIRST CLASS OR CHARTER TRAVEL: SCHEDULE J, PART I LINE 1A- During tax year 2009, charter travel was used on occasion by two highest compensated employees, and one key employee for travel between SMDC Medical Center's hospital in Duluth, MN and other related organizations. Many of SMDC Medical Center's related organization are clinics located in rural areas which do not have direct commercial flights available. Charter travel ensures efficient use of SMDC Medical Center's employees' time. The use of charter travel is not treated as taxable compensation to these individuals as all travel was business related. COMPENSATION OF CEO/EXECUTIVE DIRECTOR: SCHEDULE J, PART I, LINE 3- SMDC HEALTH SYSTEM RELIED ON THE FOLLOWING METHODS FOR ESTABLISHING THE COMPENSATION OF ROCKLON CHAPIN, COO AND EVP: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SEVERANCE PAYMENT: PART I, LINE 4A- FORMER OFFICER, DAVID AMUNDSON, a former employee of related organization, St. Mary's Medical Center, RECEIVED PAYMENT TOTALING $145,987 IN TAX YEAR 2009 RELATED TO HIS TERMINATION. THE TERMINATION TERMS ARE JANUARY 7, 2008 UNTIL JULY 7, 2009. MR. AMUNDSON WILL RECEIVE PAY TOTALING $457,260 AND BENEFITS TOTALING $14,581 RELATED TO HIS TERMINATION. SUPPLEMENTAL NONQUALIFIED RETIRMENT PLAN: SCHEDULE J, PART I, LINE 4B- 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 (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $104,792 THOMAS PATNOE, MD (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 0 MARIBETH OLSON (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 11,830 TERESA O'TOOLE (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 13,480 JOHN SMYLIE (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 0 ROBERT NORMAN (ECHC) $ 29,138 ROCKLON CHAPIN (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 0 TERRI RUBERG (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 9,297 CYNTHIA SORENSEN (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 5,220 DAVID AMUNDSON (ST. MARY'S DULUTH CLINIC HEALTH SYSTEM) $ 28,744 ST. MARY'S DULUTH CLINIC HEALTH SYSTEM'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO DESIGNATED ST. MARY'S DULUTH CLINIC HEALTH SYSTEM'S EXECUTIVES. THERE IS A MINIUM TWO YEAR VESTING DATE, BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING, AND BENEFITS ARE PAYABLE FROM ST. MARY'S DULUTH CLINIC HEALTH SYSTEM'S GENERAL ASSETS. ECHC'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO ECHC EXECUTIVES. THERE IS A MINIMUM TWO YEAR VESTING DATE, BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING AND BENEFITS ARE PAYABLE FROM ECHC'S GENERAL ASSETS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE O EXPLANATIONS: | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: PART III LINE 4- SMDC Medical Center is organized and operated exclusively for charitable, scientific, and educational purposes. In furtherance of its purposes, SMDC Medical Center provides health care services in Minnesota through its 154 bed hospital and 6 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, SMDC Medical Center also operates pharmacies, optical centers, infusion therapy centers, outpatient surgery centers, and a cancer center. Beyond its clinical services, SMDC Medical Center 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. SMDC Medical Center also participates in continuing education programs for health care professionals. SMDC Medical Center employs over 2,500 full time equivalents. The hospital provided for over 28,000 hospital patient days and over 40,000 outpatient visits during the fiscal year ended June 30, 2010. The clinics had over 485,000 encounters during the same time period. SMDC Medical Center provided over $1,000,000 in charity care as well as an additional $16,800,000 of costs incurred in excess of Medicaid payments received during the fiscal year ended June 30, 2010. Further community benefits provided during the fiscal year include community services of over $965,000 and cash & in-kind donations of over $490,000. FORM 990 GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PART VI LINE 6- St. Mary's Duluth Clinic Health System may elect one or more members of the governing body as described in Schedule O Part VI 7a. Essentia Health has reserved powers with respect to SMDC Medical Center as described in Schedule O Part VI Line 7b. FORM 990 GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PART VI LINE 7A- According to its Bylaws, St. Mary's Duluth Clinic Health System shall appoint and remove SMDC Medical Center's governing body. FORM 990 GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PART VI LINE 7B- SMDC Medical Center 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. |
| SCHEDULE O EXPLANATIONS CONTINUED: | 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. FORM 990 GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PART VI LINE 11A- The 2009 Form 990 including all schedules were reviewed by SMDC Medical Center's management and St. Mary's Duluth Clinic Health System's governing body on May 4, 2011 prior to filing with the Internal Revenue Service. Each current director of the governing body received a copy of the 2009 Form 990. SMDC Medical Center's CFO led the review of the forms and schedules and any questions were discussed. FORM 990 GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PART VI LINE 12C- 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. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN: FORM 990, PART VI, QUESTION 15A- The executive compensation committee of the board of directors of SMDC Health System fulfills the board's responsibility regarding compensation of SMDC Health System's (SMDC) executives consistent with SMDC's mission, values, and tax exempt status. The committee reviews and makes decisions based on information presented by the SMDC President and Chief Administrative Officer concerning the performance of the system and senior executives of SMDC. The committee provides oversight for incentive compensation program(s) in a manner consistent with the executive compensation philosophy, annually they evaluate the performance of SMDC against approved corporate goals and objectives, including a review of system results and supporting documentation for all members covered by the SMDC incentive compensation program and report such findings to the Essentia Health Executive Compensation Committee. - The year this process was last undertaken for SMDC was 2008. |
| SCHEDULE O EXPLANATION CONTINUATION: | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN: FORM 990, PART VI, QUESTION 15B- Essentia's Chief Financial Officer's compensation is determined by the Executive Compensation Committee of Essentia Health's Board of Directors. 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, 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 & modifying, as appropriate, reasonable compensation & benefits for Essentia's Chief Executive Officer. The executive compensation committee engages qualified independent compensation advisors to provide objective & impartial comparative data & to express opinions on total compensation reasonableness. The executive compensation committee may request its independent advisors to: monitor comparability data & marketplace trends; make appropriate recommendations regarding salary ranges; & periodically review the market competitiveness of Essentia's executive compensation packages. Prior to establishing or adjusting executive compensation, the executive compensation committee will obtain & 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 & the date approved; the executive compensation committee members present during the review, discussion & approval of the proposed compensation & those who voted on the proposed compensation; identification of the comparability data obtained & relied upon by the executive compensation committee & how the data was obtained; any actions by a member of the executive compensation committee having a conflict of interest; & documentation of the basis for the determination. - The year this process was last undertaken for Essentia's CFO was 2008. FORM 990 GOVERNANCE, MANAGEMENT, AND DISCLOSURE: PART VI LINE 19-AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO THE PUBLIC- SMDC Medical Center makes its governing documents, conflict of interest policy, and financial statements available to the public. SMDC Medical Center's governing documents, conflict of interest policy, and financial statements are available to the public upon request. SMDC Medical Center is part of Essentia Health's consolidated financials statements which are included in Essentia Health's annual report posted on Essentia Health's web site. HOURS DEVOTED TO RELATED ORGANIZATONS: PART VII SECTION A LINE 1A COLUMN B- Robert Norman is employed by ECHC as Essenta Health's Chief Financial Officer. 100% of his time is spent furthering the purpose of Essentia Health and all related organizations. Barbara Johnson is employed by SMDC Medical Center as Chief Financial Officer. 100% of her time is spent furthering the purpose of SMDC Health System and all of it's related organizations. Rocklon Chapin, is employed by SMDC Medical Center as one of SMDC Health System's Executive Vice Presidents. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Matthew Eckman, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Timothy Egan, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Barb Wessberg is employed by SMDC Medical Center as Chief Operating Officer of Polinsky Medical Rehabilitation Center. 100% of her time is spent furthering the purpose of SMDC Health System and it's related organizations. Tom Patnoe, MD, is employed by SMDC Medical Center as President and Chief Medical Officer. 100% of his time is spent furthering the purpose of SMDC Health System and all of it's related organizations. Michael Metcalf, is employed by SMDC Medical Center as one of SMDC Health System's Executive Vice Presidents. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Peder Svingen, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. |
| SCHEDULE O EXPLANATIONS CONTINUED: | MariBeth Olson, is employed by St. Mary's Medical Center as Chief Operating Officer. 100% of her time is spent furthering the purpose of SMDC Health System and it's related organizations. Ann Watkins, is employed by SMDC Medical Center as one of SMDC Health System's Vice Presidents. 100% of her time is spent furthering the purpose of SMDC Health System and it's related organizations. Cynthia Sorenson, is employed by SMDC Medical Center as one of SMDC Health System's Vice Presidents. 100% of her time is spent furthering the purpose of SMDC Health System and it's related organizations. Michael Mcavoy, is employed by SMDC Medical Center as one of SMDC Health System's Vice Presidents. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Albert Deibele, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Thomas Kaiser, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Timothy Zager, MD is employed by The Duluth Clinic, Ltd. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Dennis Dassenko is employed by SMDC Medical Center as Chief Information Officer. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Diane Davidson, is employed by SMDC Medical Center as one of SMDC Health System's Executive Vice Presidents. 100% of her time is spent furthering the purpose of SMDC Health System and it's related organizations. Harvey Anderson is employed by SMDC Medical Center as one of SMDC Health System's Vice-Presidents. 100% of his time is spent furthering the purpose of SMDC Health System and it's related organizations. Peter Person, MD is employed by SMDC Medical Center as Essentia Health's Chief Executive Officer. 100% of his time is spent furthering the purpose of Essentia Health and all related organizations. John Smylie is employed by SMDC Medical Center as one of Essentia Health's Executive Vice Presidents as well as Chief Administrative Officer of SMDC Health System. 100% of his time is spent furthering the purpose of Essentia Health and all its related organizations. Teresa O'Toole is employed by SMDC Medical Center as one of Essentia Health's Executive Vice Presidents as well as General Counsel for SMDC Health System. 100% of her time is spent furthering the purpose of Essentia Health organizations and all related organizations. FORM 990 STATEMENT OF FUNCTIONAL EXPENSES: PART IX LINE 24C COLUMN C- SMDC Medical Center recorded a onetime correction of unreported SERP for 2002 through 2008 totaling $3,146,610. SCHEDULE R PART V COLUMN C: METHOD USED TO DETERMINE VALUE OF SERVICES, CASH, AND OTHER ASSETS- The methods used to determine the amounts in Schedule R Part V Column C were: -Reimbursement of actual costs -Fee based upon expected costs -Cash transferred based upon note agreement -Interest based upon percentage of outstanding note |
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 |
|---|---|---|---|---|---|---|---|---|---|
| BRAINERD LAKES INTEGRATED HEALTH SYSTEM | |||||||||
| 2024 S 6TH ST | BRAINERD | MN | 56401 | 371532145 | SUPPORT ORG | MN | 501 C 3 | 11 II | ECHC |
| 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 WEST | ADA | MN | 56510 | 200479568 | CLINIC HOSP | MN | 501 C 3 | 3 | ECHC |
| CLEARWATER VALLEY HOSPITAL & CLINICS INC | |||||||||
| 301 CEDAR | OROFINO | ID | 83544 | 820497771 | CLINIC HOSPIT | ID | 501 C 3 | 3 | ECHC |
| DIVINE MEDICAL SERVICES | |||||||||
| 709 N LINCOLN | JEROME | ID | 83338 | 202773717 | EMERGENCY SER | ID | 501 C 3 | 3 | SBFMC |
| DL SURGERY CENTER | |||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 263837203 | AMB SURG CENT | MN | 501 C 3 | 3 | ECHC |
| ECHC FOUNDATION | |||||||||
| 502 E 2NS ST | DULUTH | MN | 55805 | 263359418 | FOUNDATION | MN | 501 C 3 | 11 I | ECHC |
| ECHC | |||||||||
| 503 E 3RD ST SUITE 400 | DULUTH | MN | 55805 | 261219624 | SUPPORT ORG | MN | 501 C 3 | 11 II | ESSENTIA |
| FIRST CARE MEDICAL SERVICES | |||||||||
| 900 HILLIGROSS BLVD SE | FOSSTON | MN | 56542 | 410706143 | CLINIC HOSPIT | MN | 501 C 3 | 3 | ECHC |
| MINNESOTA VALLEY HEALTH CENTER | |||||||||
| 621 S 4TH ST | LE SUEUR | MN | 56058 | 410837659 | HOSPITAL NURS | MN | 501 C 3 | 3 | ECHC |
| ST BENEDICTS FAMILY MEDICAL CENTER | |||||||||
| 709 N LINCOLN | JEROME | ID | 83338 | 820227163 | CLINIC HOSP | ID | 501 C 3 | 3 | ECHC |
| ST J0SEPHS MEDICAL CENTER | |||||||||
| 523 N 3RD ST | BRAINDERD | MN | 56401 | 410695602 | HOSPITAL | MN | 501 C 3 | 3 | BLIHS |
| ST MARYS EMS | |||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411805811 | EMERGENCY SER | MN | 501 C 3 | 9 | SMRHC |
| ST MARYS HOSPITAL AND CLINICS INC | |||||||||
| P O BOX 137 | COTTONWOOD | ID | 83522 | 820226453 | CLINIC HOSPIT | ID | 501 C 3 | 3 | ECHC |
| ST MARYS INNOVIS HEALTH | |||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 262861321 | CLINIC | MN | 501 C 3 | 3 | ECHC |
| ST MARYS REGIONAL HEALTH CENTER (SMRHC) | |||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411620386 | CLINIC HOSPT | MN | 501 C 3 | 3 | ECHC |
| ESSENTIA HEALTH | |||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 200360007 | SUPPORT ORG | MN | 501 C 3 | 11 III FI | NA |
| ESSENTIA INSTITUTE OF RURAL HEALTH | |||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271291124 | RESEARCH | MN | 501 C 3 | 4 | ESSENTIA |
| INNOVIS HEALTH LLC | |||||||||
| 1702 S UNIVERSITY DRIVE | FARGO | ND | 58103 | 261175213 | CLINIC HOSPIT | DE | 501 C 3 | 3 | ESSENTIA |
| INNOVIS HEALTH FOUNDATION | |||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | FOUNDATION | MN | 501 C 3 | 7 | INNOVIS |
| MIDWEST MEDICAL EQUIP AND SUPPLY INC | |||||||||
| 4418 HAINES ROAD | DULUTH | MN | 55811 | 471674021 | MED EQUIPMENT | MN | 501 C 3 | 9 | SMDC |
| PINE MEDICAL CENTER | |||||||||
| 109 COURT AVE S | SANDSTONE | MN | 55072 | 411884597 | CLINIC HOSPIT | MN | 501 C 3 | 3 | SMDC |
| POLINSKY MEDICAL REHABILITATION CENTER | |||||||||
| 530 E 2ND ST | DULUTH | MN | 55805 | 410691275 | CLINIC HOSPIT | MN | 501 C 3 | 3 | SMMC |
| ST MARYS DULUTH CLINIC FOUNDATION | |||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 412016979 | FOUNDATION | MN | 501 C 3 | 7 | SMDC |
| ST MARYS DULUTH CLINIC HEALTH SYS (SMDC) | |||||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 411836633 | CLINIC HOSPIT | MN | 501 C 3 | 3 | ESSENTIA |
| ST MARYS HOSPITAL OF SUPERIOR | |||||||||
| 3500 TOWER AVE | SUPERIOR | WI | 54880 | 411811073 | CLINIC HOSPIT | WI | 501 C 3 | 3 | SMMC |
| ST MARYS MEDICAL CENTER (SMMC) | |||||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 410695604 | CLINIC HOSPIT | MN | 501 C 3 | 3 | SMDC |
| THE DULUTH CLINIC LTD | |||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 410883623 | CLINIC HOSPIT | MN | 501 C 3 | 3 | SMDC |
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 |
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 | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | 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 | false | 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 (16 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| INNOVIS HEALTH LLC 26-1175213 | |
| P | 159923 |
| MIDWEST MEDICAL EQUIP & SUPPLY INC 41-1674021 | |
| J | 764607 |
| MIDWEST MEDICAL EQUIP & SUPPLY INC 41-1674021 | |
| G | 1650000 |
| ST MARYS MEDICAL CENTER 41-0695604 | |
| Q | 69000000 |
| THE DULUTH CLINIC LTD 41-0883623 | |
| R | 4000000 |
| THE DULUTH CLINIC LTD 41-0883623 | |
| P | 147787 |
| ST MARY'S DULUTH CLINIC FOUNDATION 41-2016979 | |
| B | 159290 |
| ST MARY'S DULUTH CLINIC FOUNDATION 41-2016979 | |
| P | 135109 |
| ST MARYS MEDICAL CENTER 41-0695604 | |
| P | 461733 |
| ESSENTIA HEALTH 20-0360007 | |
| O | 6374061 |
| ESSENTIA HEALTH 20-0360007 | |
| P | 674252 |
| ESSENTIA HEALTH 20-0360007 | |
| F | 108122 |
| ESSENTIA HEALTH 20-0360007 | |
| A | 94500 |
| ESSENTIA HEALTH 20-0360007 | |
| L | 5006568 |
| ESSENTIA HEALTH 20-0360007 | |
| N | 5749344 |
| INNOVIS HEALTH LLC 26-1175213 | |
| K | 50546 |