SMDC MEDICAL CENTER: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMDC MEDICAL CENTER (EIN 41-1878730)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202601319349301485
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:01:52-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411878730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMDC MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMDC | BusinessNameControlTxt |
| Phone | 2187868364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BOREN | PersonNm |
| Person Title | VICE PRESIDENT, FINANCE | PersonTitleTxt |
| Phone | 2187868364 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSENTIA HEALTH DULUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUSTIN SELLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $847,316,624 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ESSENTIAHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 3056 | TotalEmployeeCnt |
| Total Volunteers | 92 | TotalVolunteersCnt |
| Total Gross UBI | $1,271,369 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $444,541 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,463,184 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,741,197 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $769,931,551 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $839,752,854 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,099 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,935,604 | PYOtherRevenueAmt |
| CY Other Revenue | $4,728,276 | CYOtherRevenueAmt |
| PY Total Revenue | $796,444,043 | PYTotalRevenueAmt |
| CY Total Revenue | $846,313,426 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,915,614 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,635,198 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $405,032,330 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $427,201,811 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $361,801,834 | PYOtherExpensesAmt |
| CY Other Expenses | $399,935,763 | CYOtherExpensesAmt |
| PY Total Expenses | $769,749,778 | PYTotalExpensesAmt |
| CY Total Expenses | $828,772,772 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,694,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,540,654 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,075,892,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,093,978,165 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $836,318,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $836,534,946 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $239,574,277 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $257,443,219 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $789,188,494 | ExpenseAmt |
| Grant | $1,635,198 | GrantAmt |
| Revenue | $843,860,162 | RevenueAmt |
| Desc | SMDC MEDICAL CENTER, DBA ESSENTIA HEALTH DULUTH, IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES. MORE SPECIFICALLY, ESSENTIA HEALTH DULUTH SHALL OWN, MAINTAIN, OPERATE AND CONDUCT HEALTH CARE AND RELATED ACTIVITIES AND FACILITIES FOR THE PROMOTION OF HEALTH WITHIN ITS COMMUNITY, INCLUDING CHARITABLE CARE TO PERSONS UNABLE TO PAY.ESSENTIA HEALTH DULUTH HAS A JOINT COMMISSION ACCREDITED HOSPITAL WITH 165 LICENSED BEDS AND 10 MULTI-SPECIALTY CLINICS SERVING ST. LOUIS COUNTY. ESSENTIA HEALTH DULUTH OFFERS A BROAD RANGE OF INPATIENT AND OUTPATIENT SERVICES FOR ITS PATIENTS, INCLUDING IMAGING/RADIOLOGY, SURGERY, LAB, NEUROSCIENCES, CANCER SERVICES, ORTHOPEDICS, FAMILY AND PEDIATRICS SERVICES, BEHAVIORAL HEALTH, REHABILITATION, AND HEART AND VASCULAR.ESSENTIA HEALTH DULUTH EMPLOYS APPROXIMATELY 1,825 FULL TIME EQUIVALENTS. THE HOSPITAL PROVIDED NEARLY 30,000 HOSPITAL PATIENT DAYS AND 44,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE CLINICS HAD NEARLY 673,000 ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, ESSENTIA HEALTH DULUTH PROVIDED THE FOLLOWING COMMUNITY BENEFITS: $2.1 MILLION IN CHARITY CARE, $40.6 MILLION COSTS IN EXCESS OF MEDICAID PAYMENTS, $1.8 MILLION IN COMMUNITY SERVICES, AND $162,000 IN HEALTH PROFESSION EDUCATION.ESSENTIA HEALTH DULUTH IS THE SOLE MEMBER OF ESSENTIA HEALTH VIRGINIA, LLC DBA ESSENTIA HEALTH VIRGINIA. ESSENTIA HEALTH VIRGINIA IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. ESSENTIA HEALTH VIRGINIA HAS A JOINT COMMISSION ACCREDITED HOSPITAL WITH 83 LICENSED BEDS AND SIX CLINICS SERVING NORTHERN ST. LOUIS COUNTY. THE HOSPITAL IS A LEVEL IV TRAUMA CENTER AND OFFERS EMERGENCY CARE 24 HOURS A DAY. ESSENTIA HEALTH VIRGINIA OFFERS INPATIENT AND OUTPATIENT SERVICES INCLUDING OBSTETRICS AND BIRTHING SERVICES, INTENSIVE CARE, URGENT CARE, IMAGING/RADIOLOGY, SURGERY, LAB, CANCER SERVICES, HEART AND VASCULAR, AND REHABILITATION.ESSENTIA HEALTH VIRGINIA HAS A 40-BED SKILLED NURSING FACILITY WITHIN ITS MEDICAL CAMPUS ALLOWING RESIDENTS AND THEIR FAMILIES EASY ACCESS TO A FULL RANGE OF HOSPITAL, CLINIC, AND OTHER RELATED SERVICES.ESSENTIA HEALTH VIRGINIA EMPLOYS APPROXIMATELY 485 FULL TIME EQUIVALENTS. THE HOSPITAL PROVIDED NEARLY 7,000 PATIENT DAYS AND 57,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE CLINICS HAD OVER 133,000 ENCOUNTERS AND THE SKILLED NURSING FACILITY PROVIDED 8,000 RESIDENT DAYS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, ESSENTIA HEALTH VIRGINIA PROVIDED THE FOLLOWING COMMUNITY BENEFITS: $881,000 IN CHARITY CARE, $7.4 MILLION COSTS IN EXCESS OF MEDICAID PAYMENTS, $211,000 IN COMMUNITY SERVICES, AND $47,000 IN HEALTH PROFESSION EDUCATION.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES THIS ORGANIZATION AND ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH"). | Desc |
| Total Program Service Expenses | $789,188,494 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3056 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN BOREN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2187868364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| TRACI MORRIS | |||||||||
| TREASURER/REL ORG CHIEF FINCL OFF | 1.00 | 59.00 | Yes (X) | $0 | $1,054,730 | $144,686 | |||
| BRADLEY BEARD | |||||||||
| CHIEF OPERATING OFFICER | 1.00 | 59.00 | $1,000,148 | $0 | $179,046 | Yes (X) | |||
| WILLIAM HEEGAARD MD | |||||||||
| PRESIDENT - EAST THRU 4/24 | 1.00 | 22.00 | $448,218 | $527,729 | $122,346 | Yes (X) | |||
| KRISTA SKORUPA MD | |||||||||
| PRESIDENT - EAST | 1.00 | 59.00 | $806,396 | $0 | $146,142 | Yes (X) | |||
| JASON SCHULTZ MD | |||||||||
| CHIEF MEDICAL OFFICER | 1.00 | 59.00 | $483,724 | $287,719 | $171,138 | Yes (X) | |||
| MICHAEL WATTERS | |||||||||
| SECRETARY/REL ORG CHIEF LEGAL OFF | 1.00 | 59.00 | Yes (X) | $0 | $773,128 | $151,399 | |||
| RHONDA KAZIK | |||||||||
| CHIEF NURSE EXECUTIVE | 1.00 | 59.00 | $685,390 | $0 | $133,586 | Yes (X) | |||
| JANICE SCHADE | |||||||||
| SENIOR VP, OPERATIONS THRU 3/24 | 1.00 | 59.00 | $636,028 | $0 | $47,564 | Yes (X) | |||
| KEVIN BOREN | |||||||||
| VICE PRESIDENT, FINANCE | 1.00 | 59.00 | Yes (X) | $554,813 | $0 | $123,808 | |||
| TAMMY KRITZER | |||||||||
| SENIOR VICE PRESIDENT, OPERATIONS | 1.00 | 59.00 | $537,081 | $0 | $98,465 | Yes (X) | |||
| TROY DUININCK MD | |||||||||
| BD DIRECTOR/REL ORG PHYS & DIV CHAIR | 0.10 | 59.90 | $0 | $547,906 | $69,761 | Yes (X) | |||
| ANNE STEPHEN MD | |||||||||
| CHIEF MEDICAL OFFICER THRU 5/24 | 1.00 | 59.00 | $298,679 | $200,424 | $70,794 | Yes (X) | |||
| TODD DEFREECE | |||||||||
| SENIOR VICE PRESIDENT, OPERATIONS | 1.00 | 59.00 | $0 | $412,659 | $117,001 | Yes (X) | |||
| TRENT NOBLES | |||||||||
| SENIOR VP, OPERATIONS THRU 3/25 | 1.00 | 59.00 | $314,139 | $0 | $71,700 | Yes (X) | |||
| SARA LOKSTAD MD | |||||||||
| ASSOCIATE CHIEF MEDICAL OFFICER | 1.00 | 59.00 | $0 | $337,545 | $22,951 | Yes (X) | |||
| SAMUEL STONE | |||||||||
| ADMINISTRATOR - VIRGINIA | 60.00 | 0.00 | $293,302 | $0 | $57,981 | Yes (X) | |||
| ERIK JULSRUD | |||||||||
| MEDICAL PHYSICS MANAGER | 60.00 | 0.00 | $286,347 | $0 | $56,958 | Yes (X) | |||
| JAN BALDWIN MD | |||||||||
| BOARD DIRECTOR/RELATED ORG PHYSICIAN | 0.10 | 59.90 | $0 | $258,062 | $50,172 | Yes (X) | |||
| VICKI SCHEER | |||||||||
| ADMINISTRATOR THRU 2/25 | 60.00 | 0.00 | Yes (X) | $251,433 | $0 | $50,900 | |||
| KENNETH MONGER | |||||||||
| FINANCE DIRECTOR | 60.00 | 0.00 | $232,301 | $0 | $45,095 | Yes (X) | |||
| ERIC NELSON | |||||||||
| SENIOR VICE PRESIDENT, OPERATIONS | 1.00 | 59.00 | $219,557 | $0 | $29,005 | Yes (X) | |||
| ELIZABETH YOUNG | |||||||||
| INTERIM ADMINISTRATOR | 1.00 | 59.00 | Yes (X) | $0 | $139,869 | $7,849 | |||
| JOSEPH MIHALEK | |||||||||
| BOARD CHAIR THRU 12/24 | 0.10 | 2.00 | Yes (X) | $0 | $7,800 | $0 | Yes (X) | ||
| THOMAS JAMAR | |||||||||
| BOARD VICE CHAIR | 0.10 | 1.10 | Yes (X) | $0 | $6,600 | $0 | Yes (X) | ||
| ALAN ROCK | |||||||||
| BOARD DIRECTOR THRU 12/24 | 0.10 | 1.00 | $0 | $6,000 | $0 | Yes (X) | |||
| GEORGE LOBAN | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $5,600 | $0 | Yes (X) | |||
| ANTHONY SERTICH | |||||||||
| BOARD CHAIR | 0.10 | 2.10 | Yes (X) | $0 | $5,400 | $0 | Yes (X) | ||
| AMY BERGSTROM | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $5,000 | $0 | Yes (X) | |||
| ANTHONY YUNG | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $3,600 | $0 | Yes (X) | |||
| ADAM BACHAND | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $0 | $0 | Yes (X) | |||
| BECKY URBANSKI | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $0 | $0 | Yes (X) | |||
| NANCY ARONSON NORR | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $0 | $0 | Yes (X) | |||
| SISTER BEVERLY RAWAY | |||||||||
| BOARD DIRECTOR | 0.10 | 3.10 | $0 | $0 | $0 | Yes (X) | |||
| SISTER JEANNE ANN WEBER | |||||||||
| BOARD DIRECTOR | 0.10 | 1.10 | $0 | $0 | $0 | Yes (X) | |||
| SISTER THERESE CARSON | |||||||||
| BOARD DIRECTOR THRU 12/24 | 0.10 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,047,556 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,579,771 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,968,347 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 404 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $263,188 | RelatedOrganizationsAmt |
| Government Grants | $778,583 | GovernmentGrantsAmt |
| All Other Contributions | $699,426 | AllOtherContributionsAmt |
| Total Contributions | $1,741,197 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INPATIENT AND OUTPATIENT REVENUES | 621110 | $836,212,228 | $835,100,814 | $1,111,414 |
| SKILLED NURSING FACILITY | 623000 | $3,540,626 | $3,540,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $839,752,854 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,191 | TotalRevenueColumnAmt |
| Exclusion | $70,191 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $66,938 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $66,938 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,938 | TotalRevenueColumnAmt |
| Exclusion | $66,938 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $889,996 | SecuritiesAmt |
| Other | $8,550 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $862,044 | SecuritiesAmt |
| Other | $15,594 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,952 | SecuritiesAmt |
| Other | -$7,044 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,908 | TotalRevenueColumnAmt |
| Exclusion | $20,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $290,727 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $125,560 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,167 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $154,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,552 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MSA REVENUE-DULUTH FAMILY PRACTIC | 541900 | $4,107,308 | $4,107,308 | |
| CAFETERIA REVENUE | 722514 | $264,037 | $264,037 | |
| MEDICAL RECORDS | 900099 | $104,667 | $104,667 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,159 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,340 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,496,171 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $846,313,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $842,748,748 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,271,369 | UnrelatedBusinessRevenueAmt |
| Exclusion | $552,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,669 | TotalAmt |
| Program Services | $1,633,669 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,529 | TotalAmt |
| Program Services | $1,529 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,987,977 | TotalAmt |
| Program Services | $351,153 | ProgramServicesAmt |
| Management And General | $6,636,824 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,532,041 | TotalAmt |
| Program Services | $333,164,185 | ProgramServicesAmt |
| Management And General | $14,367,856 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,168,629 | TotalAmt |
| Program Services | $16,039,970 | ProgramServicesAmt |
| Management And General | $1,128,659 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,805,825 | TotalAmt |
| Program Services | $32,280,180 | ProgramServicesAmt |
| Management And General | $2,525,645 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,707,339 | TotalAmt |
| Program Services | $19,483,337 | ProgramServicesAmt |
| Management And General | $1,224,002 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,506 | TotalAmt |
| Management And General | $245,506 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,179 | TotalAmt |
| Program Services | $6,373 | ProgramServicesAmt |
| Management And General | $13,806 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,754 | TotalAmt |
| Management And General | $5,754 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,725,739 | TotalAmt |
| Program Services | $46,610,245 | ProgramServicesAmt |
| Management And General | $10,115,494 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,155 | TotalAmt |
| Program Services | $37,175 | ProgramServicesAmt |
| Management And General | $34,980 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,243,235 | TotalAmt |
| Program Services | $9,051,207 | ProgramServicesAmt |
| Management And General | $6,192,028 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,237,191 | TotalAmt |
| Program Services | $41,592,930 | ProgramServicesAmt |
| Management And General | $1,644,261 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,013,447 | TotalAmt |
| Program Services | $12,443,749 | ProgramServicesAmt |
| Management And General | $569,698 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,808 | TotalAmt |
| Program Services | $1,558,209 | ProgramServicesAmt |
| Management And General | $143,599 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,168 | TotalAmt |
| Program Services | $445,515 | ProgramServicesAmt |
| Management And General | $370,653 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,348,896 | TotalAmt |
| Program Services | $30,348,896 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,333,917 | TotalAmt |
| Program Services | $45,472,457 | ProgramServicesAmt |
| Management And General | $1,861,460 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,452,570 | TotalAmt |
| Program Services | $6,347,876 | ProgramServicesAmt |
| Management And General | $104,694 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $109,485,755 | $109,485,755 | |
| UNRELATED BUSINESS INCO | $120,360 | $120,360 | |
| AFFILIATE SUPPORT FEE | $83,685,237 | $40,763,079 | $42,922,158 |
| BAD DEBT EXPENSE | $23,886,124 | $23,886,124 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$32,458,278 | TotalAmt |
| Program Services | $18,184,881 | ProgramServicesAmt |
| Management And General | -$50,643,159 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,772,772 | TotalAmt |
| Program Services | $789,188,494 | ProgramServicesAmt |
| Management And General | $39,584,278 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,709,795 | BOYAmt |
| EOY | $32,864,110 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,215 | BOYAmt |
| EOY | $243,246 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,888 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,497,051 | BOYAmt |
| EOY | $99,776,075 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,520,803 | BOYAmt |
| EOY | $3,279,810 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,606,747 | BOYAmt |
| EOY | $35,630,046 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,065,737 | BOYAmt |
| EOY | $18,740,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,250,014,669 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $359,259,910 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,011,939 | BOYAmt |
| EOY | $890,754,759 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,645 | BOYAmt |
| EOY | $12,693 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,681,928 | BOYAmt |
| EOY | $473,885 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,000 | BOYAmt |
| EOY | $6,512,666 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,280,491 | BOYAmt |
| EOY | $5,683,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,892,351 | BOYAmt |
| EOY | $1,093,978,165 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,827,123 | BOYAmt |
| EOY | $64,626,934 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,266 | BOYAmt |
| EOY | $367,988 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,600,538 | BOYAmt |
| EOY | $646,044,584 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,660 | BOYAmt |
| EOY | $18,660 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,702,274 | BOYAmt |
| EOY | $1,138,247 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,890,213 | BOYAmt |
| EOY | $124,338,533 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,318,074 | BOYAmt |
| EOY | $836,534,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,404,254 | BOYAmt |
| EOY | $257,211,378 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,170,023 | BOYAmt |
| EOY | $231,841 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,574,277 | BOYAmt |
| EOY | $257,443,219 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,892,351 | BOYAmt |
| EOY | $1,093,978,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,540,654 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $76,810 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $251,478 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $20,179 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $20,179 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1, LOBBYING ACTIVITIES: | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITY EXPLANATION: ESSENTIA HEALTH DULUTH PAYS DUES TO CERTAIN ORGANIZATIONS RELATED TO THE INDUSTRY WHICH HAVE LOBBYING EXPENSES. THE AMOUNT LISTED IS THE PERCENTAGE OF THE DUES PAID THAT WERE USED FOR LOBBYING. ESSENTIA HEALTH DULUTH WAS ALSO AN ADVOCATE SPONSOR THROUGH THE DULUTH AREA CHAMBER OF COMMERCE FOR THE 2025 "DULUTH & ST. LOUIS COUNTY AT THE CAPITAL DAYS" EVENT. ESSENTIA HEALTH LEADERS MET WITH MINNESOTA LEGISLATORS TO DISCUSS ISSUES AFFECTING OUR COMMUNITIES AND HEALTH CARE. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,097,941 | OtherCostOrOtherBasisAmt |
| Book Value | $14,097,941 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $945,227,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,989,558 | DepreciationAmt |
| Book Value | $782,237,754 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,907,287 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,180,505 | DepreciationAmt |
| Book Value | $1,726,782 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,450,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $186,446,207 | DepreciationAmt |
| Book Value | $72,003,925 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,331,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,643,640 | DepreciationAmt |
| Book Value | $20,688,357 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $890,754,759 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLES TO RELATED TAX-EXEMPT ORGANIZATIONS | $113,916,804 |
| OPERATING LEASES | $5,643,459 |
| ASSET RETIREMENT OBLIGATION FIN 47 | $3,139,963 |
| DEFINED BENEFIT PENSION LIABILITY/POST RETIREMENT BENEFIT | $1,638,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $124,338,533 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW AND CUSTODIAL ARRANGEMENTS: ESSENTIA HEALTH VIRGINIA ACTS AS CUSTODIAN FOR THE FUNDS OF THE SKILLED NURSING FACILITY RESIDENTS. RESIDENT TRUST FUNDS TOTALED $18,660 AT JUNE 30, 2025. |
| PART V, LINE 4: | ENDOWMENT FUND INTENDED USES: THE ENDOWMENT FUND IS A PERMANENTLY RESTRICTED FUND USED TO ESTABLISH THE MILLER MEMORIAL HOSPITAL. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | SEND AGENTS TO SEMINAR | $26,211 |
| EUROPE | 0 | 0 | SEND AGENTS TO SEMINAR | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $26,811 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $26,811 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | 0 | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,008,920 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,008,920 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00370 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $121,422,070 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $73,366,024 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $48,056,046 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05970 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $124,430,990 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $73,366,024 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $51,064,966 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06340 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,982,624 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,982,624 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00250 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,109,777 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $901,033 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $208,744 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,092,401 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $901,033 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,191,368 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00280 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $127,523,391 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $74,267,057 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $53,256,334 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06620 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $215,443 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $215,443 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $215,443 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $215,443 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $23,886,124 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $102,180,789 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $166,368,625 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$64,187,836 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH DULUTH | ||||||||||
| 1 | 502 E 2ND ST | DULUTH | MN | 55805 | WWW.ESSENTIAHEALTH.ORG | 419720 | Yes (X) | Yes (X) | Yes (X) | |
| ESSENTIA HEALTH VIRGINIA | ||||||||||
| 2 | 901 9TH ST N | VIRGINIA | MN | 55792 | WWW.ESSENTIAHEALTH.ORG | 419717 | Yes (X) | Yes (X) | Yes (X) | Yes (X) |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back Medicaid Medcr PrvtLookBackMedicaidMedcrPrvtInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH DULUTH | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 24 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | WWW.ESSENTIAHEALTH.ORG/ABOUT/CHNA/ | Yes (X) | Yes (1) | 24 | Yes (1) | WWW.ESSENTIAHEALTH.ORG/ABOUT/CHNA/ | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | WWW.ESSENTIAHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | Yes (X) | WWW.ESSENTIAHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | Yes (X) | WWW.ESSENTIAHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
| ESSENTIA HEALTH VIRGINIA | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | 0 | 0 | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 24 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | Yes (X) | WWW.ESSENTIAHEALTH.ORG/ABOUT/CHNA/ | Yes (X) | Yes (1) | 24 | Yes (1) | WWW.ESSENTIAHEALTH.ORG/ABOUT/CHNA/ | 0 | Yes (1) | Yes (X) | 200.000000000000 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (1) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | WWW.ESSENTIAHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | Yes (X) | WWW.ESSENTIAHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | Yes (X) | WWW.ESSENTIAHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (1) | Yes (X) | 0 | 0 |
Supplemental Information SupplementalInformationGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ESSENTIA HEALTH DULUTH | PART V, SECTION B, LINE 5: ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER SOLICITED BROAD FEEDBACK FROM THE COMMUNITY THROUGH A COMMUNITY SURVEY, WHICH COLLECTED 1,117 RESPONSES; THE SURVEY WAS ADMINISTERED FROM 7/18/2024 TO 9/30/2024.THROUGHOUT THE PROCESS, A HEAVY EMPHASIS WAS PLACED ON CONSIDERING THE INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY, SPECIFICALLY INDIVIDUALS FROM LOW-INCOME, MEDICALLY UNDERSERVED, OR MINORITY POPULATIONS AND THOSE WITH A SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. TO EMPHASIZE THESE INTERESTS, THE HOSPITAL STRATEGICALLY ENGAGED WITH 23RD VETERAN, ACCESS NORTH, AGEWELL ARROWHEAD, AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION, ARC NORTHLAND, ARROWHEAD AREA AGENCY ON AGING, ASPIRUS ST. LUKE'S, BOB TAVANI HOUSE FOR MEDICAL RESPITE, BOYS AND GIRLS CLUBS OF THE NORTHLAND, CARLTON-COOK-LAKE-ST. LOUIS COMMUNITY HEALTH BOARD, CHUM, CITY OF DULUTH, COMMUNITY ACTION DULUTH, DAMIANO CENTER, DAV MINNESOTA, DULUTH AGING SUPPORT, DULUTH AREA FAMILY YMCA, DULUTH COMMUNITY GARDEN PROGRAM, DULUTH COMMUNITY SCHOOLS COLLABORATIVE, DULUTH FARMERS MARKET, DULUTH FIRE DEPARTMENT, DULUTH NAACP, DULUTH POLICE DEPARTMENT, DULUTH PUBLIC SCHOOLS, DULUTH TENANTS UNION, ECOLIBRIUM3, FAMILY FREEDOM CENTER, FAMILY RISE TOGETHER, FOND DU LAC HEALTH AND HUMAN SERVICES, GENERATIONS HEALTHCARE INITIATIVES, HEAD OF THE LAKES UNITED WAY, HEALTH EQUITY NORTHLAND, HUMAN DEVELOPMENT CENTER, JUSTICE NORTH, LAKE SUPERIOR COMMUNITY HEALTH CENTER, LIGHTHOUSE CENTER FOR VITAL LIVING, LUTHERAN SOCIAL SERVICE OF MN, NEIGHBORHOOD YOUTH SERVICES, ONE ROOF COMMUNITY HOUSING, PAVSA, SAFE HAVEN, SECOND HARVEST, SOAR CAREER SOLUTIONS, ST. LOUIS COUNTY PUBLIC HEALTH, ST. LOUIS COUNTY VETERANS SERVICE OFFICE, THE SALVATION ARMY, TRANS NORTHLAND, TWIN PORTS APIDA COLLECTIVE, UDAC, UMD MULTICULTURAL CENTER, UNION GOSPEL MISSION, UNIVERSITY OF MINNESOTA EXTENSION SNAP-ED, YWCA, AND ZEITGEIST CENTER FOR ARTS AND COMMUNITY DURING THE SURVEY TIMEFRAME ABOVE.ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER DID NOT RECEIVE ANY COMMENTS ON ITS PREVIOUS CHNA. IF RECEIVED, ANY COMMENTS WOULD HAVE BEEN TAKEN INTO CONSIDERATION IN THE CHNA UPDATE PROCESS. |
| ESSENTIA HEALTH VIRGINIA | PART V, SECTION B, LINE 5: ESSENTIA HEALTH VIRGINIA SOLICITED BROAD FEEDBACK FROM THE COMMUNITY THROUGH A COMMUNITY SURVEY, WHICH COLLECTED 130 RESPONSES; THE SURVEY WAS ADMINISTERED FROM 7/18/2024 TO 9/30/2024.THROUGHOUT THE PROCESS, A HEAVY EMPHASIS WAS PLACED ON CONSIDERING THE INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY, SPECIFICALLY INDIVIDUALS FROM LOW-INCOME, MEDICALLY UNDERSERVED, OR MINORITY POPULATIONS AND THOSE WITH A SPECIAL KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH. TO EMPHASIZE THESE INTERESTS, THE HOSPITAL STRATEGICALLY ENGAGED WITH ABIDE 4 FREEDOM, ACCESS NORTH, ARROWHEAD AREA AGENCY ON AGING, ARROWHEAD ECONOMIC OPPORTUNITY AGENCY, ARROWHEAD LIBRARY SYSTEM, BOYS AND GIRLS CLUB - HIBBING, CARE PARTNERS, CARLTON-COOK-LAKE-ST. LOUIS COMMUNITY HEALTH BOARD, CITY OF BUHL, CITY OF CHISHOLM, CITY OF HIBBING, CITY OF MOUNTAIN IRON, CITY OF VIRGINIA, EAST RANGE DEVELOPMENTAL ACHIEVEMENT CENTER, EVELETH HOUSING AUTHORITY, FAIRVIEW RANGE MEDICAL CENTER, FAMILIES AND COMMUNITIES THRIVE TOGETHER, HABITAT FOR HUMANITY, HARM REDUCTION SISTERS, IRON RANGE PARTNERSHIP FOR SUSTAINABILITY, INDEPENDENT SCHOOL DISTRICT 695 - CHISHOLM, INDEPENDENT SCHOOL DISTRICT 701 - HIBBING, INDEPENDENT SCHOOL DISTRICT 712 - MOUNTAIN IRON-BUHL, INDEPENDENT SCHOOL DISTRICT 2909 - ROCK RIDGE, JACKIE'S ATTIC, LUTHERAN SOCIAL SERVICE OF MINNESOTA, MESABI BEHAVIORAL HEALTH NETWORK, MINNESOTA NORTH COLLEGE - HIBBING, MINNESOTA NORTH COLLEGE - VIRGINIA, NAMI IRON RANGE, NORTHEAST MINNESOTA OFFICE OF JOB TRAINING, PROJECT CARE FREE CLINIC - HIBBING, PROJECT CARE FREE CLINIC - VIRGINIA, RANGE CENTER INC., RANGE MENTAL HEALTH CENTER, RANGE PRIDE, RECOVERY ALLIANCE DULUTH - VIRGINIA, REVIVE VIRGINIA, RSI RESIDENTIAL, RURAL AIDS ACTION NETWORK, SECOND HARVEST NORTHLAND, ST. LOUIS COUNTY LOCAL ADVISORY COUNCIL ON MENTAL HEALTH, ST. LOUIS COUNTY PUBLIC HEALTH, TRANS NORTHLAND, U OF M EXTENSION 4H, U OF M EXTENSION SNAP-ED, UNITED WAY OF NORTHEASTERN MINNESOTA, VIRGINIA ECONOMIC DEVELOPMENT AUTHORITY, VOICES FOR ETHNIC & MULTICULTURAL AWARENESS, AND YOUTH EMPOWERMENT SUPPORT & SAFETY DURING THE SURVEY TIMEFRAME ABOVE.ESSENTIA HEALTH VIRGINIA DID NOT RECEIVE ANY COMMENTS ON ITS PREVIOUS CHNA. IF RECEIVED, ANY COMMENTS WOULD HAVE BEEN TAKEN INTO CONSIDERATION IN THE CHNA UPDATE PROCESS. |
| ESSENTIA HEALTH DULUTH | PART V, SECTION B, LINE 6A: TO ALIGN RESOURCES AND STRENGTHS TO BETTER SERVE OUR COMMUNITY, THE CHNA WAS CONDUCTED IN COLLABORATION WITH ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, A RELATED HOSPITAL FACILITY, AND ASPIRUS ST. LUKE'S, AN UNRELATED HOSPITAL FACILITY. |
| ESSENTIA HEALTH VIRGINIA | PART V, SECTION B, LINE 6A: TO ALIGN RESOURCES AND STRENGTHS TO BETTER SERVE OUR COMMUNITY, THE CHNA WAS CONDUCTED IN COLLABORATION WITH ESSENTIA HEALTH NORTHERN PINES, A RELATED HOSPITAL FACILITY, AND FAIRVIEW RANGE MEDICAL CENTER, AN UNRELATED HOSPITAL FACILITY. |
| ESSENTIA HEALTH DULUTH | PART V, SECTION B, LINE 6B: ESSENTIA HEALTH DULUTH WORKED COLLABORATIVELY ON THE ASSESSMENT PROCESS WITH 23RD VETERAN, ACCESS NORTH, AGEWELL ARROWHEAD, AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION, ARC NORTHLAND, ARROWHEAD AREA AGENCY ON AGING, BOB TAVANI HOUSE FOR MEDICAL RESPITE, BOYS AND GIRLS CLUBS OF THE NORTHLAND, CARLTON-COOK-LAKE-ST. LOUIS COMMUNITY HEALTH BOARD, CHUM, CITY OF DULUTH, COMMUNITY ACTION DULUTH, DAMIANO CENTER, DAV MINNESOTA, DULUTH AGING SUPPORT, DULUTH AREA FAMILY YMCA, DULUTH COMMUNITY GARDEN PROGRAM, DULUTH COMMUNITY SCHOOLS COLLABORATIVE, DULUTH FARMERS MARKET, DULUTH FIRE DEPARTMENT, DULUTH NAACP, DULUTH POLICE DEPARTMENT, DULUTH PUBLIC SCHOOLS, DULUTH TENANTS UNION, ECOLIBRIUM3, FAMILY FREEDOM CENTER, FAMILY RISE TOGETHER, FOND DU LAC HEALTH AND HUMAN SERVICES, GENERATIONS HEALTHCARE INITIATIVES, HEAD OF THE LAKES UNITED WAY, HEALTH EQUITY NORTHLAND, HUMAN DEVELOPMENT CENTER, JUSTICE NORTH, LAKE SUPERIOR COMMUNITY HEALTH CENTER, LIGHTHOUSE CENTER FOR VITAL LIVING, LUTHERAN SOCIAL SERVICE OF MN, NEIGHBORHOOD YOUTH SERVICES, ONE ROOF COMMUNITY HOUSING, PAVSA, SAFE HAVEN, SECOND HARVEST, SOAR CAREER SOLUTIONS, ST. LOUIS COUNTY PUBLIC HEALTH, ST. LOUIS COUNTY VETERANS SERVICE OFFICE, THE SALVATION ARMY, TRANS NORTHLAND, TWIN PORTS APIDA COLLECTIVE, UDAC, UMD MULTICULTURAL CENTER, UNION GOSPEL MISSION, UNIVERSITY OF MINNESOTA EXTENSION SNAP-ED, YWCA, AND ZEITGEIST CENTER FOR ARTS AND COMMUNITY. |
| ESSENTIA HEALTH VIRGINIA | PART V, SECTION B, LINE 6B: ESSENTIA HEALTH VIRGINIA WORKED COLLABORATIVELY ON THE ASSESSMENT PROCESS WITH ABIDE 4 FREEDOM, ACCESS NORTH, ARROWHEAD AREA AGENCY ON AGING, ARROWHEAD ECONOMIC OPPORTUNITY AGENCY, ARROWHEAD LIBRARY SYSTEM, BOYS AND GIRLS CLUB - HIBBING, CARE PARTNERS, CARLTON-COOK-LAKE-ST. LOUIS COMMUNITY HEALTH BOARD, CITY OF BUHL, CITY OF CHISHOLM, CITY OF HIBBING, CITY OF MOUNTAIN IRON, CITY OF VIRGINIA, EAST RANGE DEVELOPMENTAL ACHIEVEMENT CENTER, EVELETH HOUSING AUTHORITY, FAMILIES AND COMMUNITIES THRIVE TOGETHER, HABITAT FOR HUMANITY, HARM REDUCTION SISTERS, IRON RANGE PARTNERSHIP FOR SUSTAINABILITY, INDEPENDENT SCHOOL DISTRICT 695 - CHISHOLM, INDEPENDENT SCHOOL DISTRICT 701 - HIBBING, INDEPENDENT SCHOOL DISTRICT 712 - MOUNTAIN IRON-BUHL, INDEPENDENT SCHOOL DISTRICT 2909 - ROCK RIDGE, JACKIE'S ATTIC, LUTHERAN SOCIAL SERVICE OF MINNESOTA, MESABI BEHAVIORAL HEALTH NETWORK, MINNESOTA NORTH COLLEGE - HIBBING, MINNESOTA NORTH COLLEGE - VIRGINIA, NAMI IRON RANGE, NORTHEAST MINNESOTA OFFICE OF JOB TRAINING, PROJECT CARE FREE CLINIC - HIBBING, PROJECT CARE FREE CLINIC - VIRGINIA, RANGE CENTER INC., RANGE MENTAL HEALTH CENTER, RANGE PRIDE, RECOVERY ALLIANCE DULUTH - VIRGINIA, REVIVE VIRGINIA, RSI RESIDENTIAL, RURAL AIDS ACTION NETWORK, SECOND HARVEST NORTHLAND, ST. LOUIS COUNTY LOCAL ADVISORY COUNCIL ON MENTAL HEALTH, ST. LOUIS COUNTY PUBLIC HEALTH, TRANS NORTHLAND, U OF M EXTENSION 4H, U OF M EXTENSION SNAP-ED, UNITED WAY OF NORTHEASTERN MINNESOTA, VIRGINIA ECONOMIC DEVELOPMENT AUTHORITY, VOICES FOR ETHNIC & MULTICULTURAL AWARENESS, AND YOUTH EMPOWERMENT SUPPORT & SAFETY. |
| ESSENTIA HEALTH DULUTH | PART V, SECTION B, LINE 11: DURING FY 2025, ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER ADDRESSED SIGNIFICANT NEEDS IDENTIFIED IN THE FY 2022 ASSESSMENT: SUBSTANCE USE, MENTAL AND SOCIAL WELL-BEING, FOOD SECURITY, AND HOUSING. SOME ACTIVITIES WERE LED BY THE HOSPITALS WHILE OTHERS WERE PART OF LARGER COLLABORATIVE EFFORTS WITH LOCAL PARTNERS.OTHER HEALTH NEEDS IDENTIFIED IN THE CHNA PROCESS INCLUDE ECONOMIC OPPORTUNITY, CHRONIC CONDITIONS, AND HEALTHCARE ACCESS. THESE NEEDS WILL BE ADDRESSED IN PART THROUGH SELECTED PRIORITIES AS THEY ARE INTERRELATED.THE FOLLOWING DESCRIBES SIGNIFICANT ACCOMPLISHMENTS AND OUTCOMES.PRIORITY AREA #1: SUBSTANCE USETO RESPOND TO SUBSTANCE USE NEEDS, THE HOSPITALS RELY ON PARTNERSHIP WITH OTHER COMMUNITY ORGANIZATIONS. IN PARTNERSHIP WITH RECOVERY ALLIANCE DULUTH, THE HOSPITALS SUPPORTED MONTHLY MEETINGS FOR PEOPLE WORKING TO OVERCOME SUBSTANCE ABUSE OR ADDICTION. THESE MEETINGS, WHICH ALSO CONNECT PARTICIPANTS WITH RECOVERY SERVICES OFFERED BY RECOVERY ALLIANCE DULUTH, FACILITATED 544 GROUP MEMBER INTERACTIONS THROUGHOUT THE YEAR. THE HOSPITALS ALSO PARTICIPATED AS A MEMBER OF THE DULUTH HOUSING AND HOMELESSNESS COMMITTEE, A COALITION THAT WORKS TO EDUCATE ABOUT AND PREVENT HOMELESSNESS AS IT RELATES TO SUBSTANCE USE DISORDER IN DULUTH. THROUGH ITS COMMUNITY GRANTS PROGRAM, ESSENTIA HEALTH PROVIDED FUNDING TO DULUTH BETHEL SOCIETY TO PROVIDE MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES TO 120 MEN AND WOMEN IN DULUTH.WE ALSO OPERATE AN EVIDENCE-BASED COMMUNITY HEALTH WORKER (CHW) PROGRAM IN THREE DULUTH CLINICS, ADDRESSING BEHAVIORAL HEALTH NEEDS. THE PROGRAM PRIMARILY SERVES LOW-INCOME RESIDENTS, OFTEN WITH SUBSTANCE USE AND MENTAL HEALTH NEEDS. CHWS PLAY A VITAL ROLE AS COMPASSIONATE INDIVIDUALS DEEPLY CONNECTED TO THEIR COMMUNITIES. THEY UNDERGO TRAINING TO ADDRESS BEHAVIORAL AND SOCIAL DETERMINANTS OF HEALTH THROUGH PATIENT-CENTERED GOAL SETTING AND TAILORED SUPPORT. BY CREATIVELY LEVERAGING PATIENT AND COMMUNITY RESOURCES, THEY ADDRESS UNDERLYING HEALTH CONCERNS BEFORE THEY ESCALATE INTO CRISES. OUR PROGRAM IS FOCUSED ON INDIVIDUALS WITH SUBSTANCE USE DISORDERS AND MEDICAID OR UNINSURED PATIENTS WITH FREQUENT EMERGENCY DEPARTMENT VISITS. STRATEGICALLY POSITIONED WITHIN CLINICS OFFERING MEDICATION FOR OPIOID USE DISORDER TREATMENT, CHWS PROVIDE SUPPORT TO PATIENTS MANAGING OPIOID AND OTHER SUBSTANCE USE DISORDERS, AIDING IN TREATMENT ADHERENCE AND LONG-TERM SUPPORT ACCESS. THE DULUTH-BASED CHWS SUPPORTED OVER 350 PEOPLE IN ACHIEVING THEIR GOALS. THE CHW PROGRAM EXPANDED TO ONE ADDITIONAL DULUTH-BASED CLINIC DURING THIS FISCAL YEAR.PRIORITY AREA #2: MENTAL AND SOCIAL WELL-BEINGTO PROMOTE MENTAL AND SOCIAL WELL-BEING, THE HOSPITALS PARTNERED WITH SEVERAL ORGANIZATIONS. TO SUPPORT COMMUNITY CONNECTIONS IN A COUPLE OF DULUTH'S MOST HEALTH DISPARATE NEIGHBORHOODS, THE HOSPITALS PARTNERED WITH NORTHERN EXPRESSIONS ARTS COLLECTIVE TO PROVIDE WEEKLY PROGRAMMING FOR CHILDREN AND FAMILIES OF THE LINCOLN PARK AND MORGAN PARK NEIGHBORHOODS. REACHING 2,396 PEOPLE (WITH 89% OF PEOPLE RETURNING WEEKLY), THE YEAR-ROUND PROGRAM INCLUDED LESSONS ABOUT HEALTHY EATING, PHYSICAL ACTIVITY, AND CAREER EXPLORATION WITHIN ITS MEETINGS. TO FOSTER FURTHER SOCIAL WELL-BEING THROUGH PROMOTING PHYSICAL ACTIVITY, THE HOSPITALS ALSO PROVIDED BIKE AND HELMET SAFETY EDUCATION TO ELEMENTARY LEVEL STUDENTS. THIS PROGRAM, WHICH GIFTS HELMETS TO EACH PARTICIPANT, REACHED 859 4TH GRADE STUDENTS ACROSS THE GREATER DULUTH AREA. THROUGH ITS COMMUNITY GRANTS PROGRAM, ESSENTIA HEALTH ALSO PROVIDED FUNDING TO NEIGHBORHOOD YOUTH SERVICES TO SUPPORT SOCIAL CONNECTEDNESS PROGRAMMING FOR 500 PEOPLE AT ITS DROP-IN YOUTH CENTER, FUNDING TO PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT TO OFFER MENTAL HEALTH SERVICES TO 307 VICTIMS OF SEXUAL ASSAULT, FUNDING TO AMERICAN RED CROSS TO DELIVER RESILIENCY TRAINING TO 51 MILITARY MEMBERS AND THEIR FAMILIES, AND FUNDING TO THE VETERAN RESILIENCE PROJECT TO PROVIDE FREE EYE MOVEMENT DESENSITIZATION AND REPROCESSING (EMDR) THERAPY TO 384 VETERANS SUFFERING FROM PTSD.PRIORITY AREA #3: FOOD SECURITYTO SUPPORT FOOD ACCESS IN DULUTH, THE HOSPITALS PARTICIPATED IN TWO MULTI-YEAR PARTNERSHIPS. FIRST, THE HOSPITALS CONTINUED WORK ALONGSIDE COMMUNITY ACTION DULUTH (CAD) TO PROVIDE NUTRITION PROMOTION PROGRAMS AT POP-UP FOOD MARKETS THROUGHOUT CENTRAL AND WESTERN DULUTH. THIS PARTNERSHIP INCLUDES THREE PROGRAMS: POWER OF PRODUCE (POP), EBT MATCHING, AND PRODUCE PRESCRIPTION. WITH THE POP PROGRAM, THE HOSPITALS GIFTED CHILDREN AND ELDERS $4 TO SPEND ON PRODUCE AT EACH MARKET DATE THEY VISITED, WHICH RESULTED IN DISTRIBUTING $32,208 WORTH OF FRESH FOOD TO 2,192 CHILDREN AND ELDERS WITHIN THE 2024 MARKET SEASON. WITH THE EBT MATCHING PROGRAM, 277 INDIVIDUALS WHO PARTICIPATE IN THE SNAP PROGRAM RECEIVED EXPANDED PURCHASING POWER AT THE MARKETS. THE PRODUCE PRESCRIPTION PROGRAM, WHICH GIVES ADULT ESSENTIA PATIENTS WHO ARE ELIGIBLE FOR SNAP OR MEDICAID AND EXPRESS FOOD INSECURITY A NINE-MONTH STIPEND OF $80 PER MONTH TO CAD, ENROLLED 60 PEOPLE IN THE PROGRAM IN THE PAST YEAR. SECOND, THE HOSPITALS PARTNERED WITH ST. LOUIS COUNTY TO DELIVER FARM TO SCHOOL PROGRAMMING IN THE DULUTH SCHOOL DISTRICT. THROUGH THIS PROGRAM, 838 POUNDS OF FRESH PRODUCE WERE HARVESTED FROM SCHOOL GARDENS, AND 7,961 STUDENTS IN GRADES K-12 PARTICIPATED IN LESSONS ABOUT NUTRITION (THROUGH SCHOOL GARDEN ENCOUNTERS, CLASSROOM LESSONS, AND SPECIAL EVENTS). THROUGH ITS COMMUNITY GRANTS PROGRAM, ESSENTIA HEALTH ALSO PROVIDED FUNDING TO CHUM TO CONNECT 8,614 CHUM FOOD SHELF PATRONS WITH PRODUCE FROM LOCAL COMMUNITY-SUPPORTED AGRICULTURE SHARES, FUNDING TO DAMIANO CENTER TO DELIVER ITS EMERGENCY MEAL PROGRAM TO 4,000 PEOPLE IN DULUTH, AND FUNDING TO SECOND HARVEST NORTHLAND TO SUPPORT CONSTRUCTION OF A MARKET ENVIRONMENT THAT CONNECTS 7,500 LOW AND MODERATE-INCOME RESIDENTS WITH FOOD RESOURCES IN GREATER DULUTH.PRIORITY AREA #4: HOUSINGTO ADDRESS HOUSING ISSUES IN DULUTH, THE HOSPITALS SUPPORTED NUMEROUS TRANSITIONAL HOUSING AND AGE-IN-PLACE INITIATIVES LED BY COMMUNITY-BASED ORGANIZATIONS. THROUGH ITS COMMUNITY GRANTS PROGRAM, ESSENTIA HEALTH PROVIDED FUNDING TO DIVINE KONNECTIONS TO ENHANCE TRANSITIONAL HOUSING FACILITIES IN DULUTH FOR 56 YOUNG BIPOC MOMS AND CHILDREN FACING HOUSELESSNESS, FUNDING TO WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY TO INSTALL HOME ADAPTATIONS FOR 22 SENIORS TO MAINTAIN SAFE RESIDENCY IN THEIR HOMES, AND FUNDING TO SAINT ANN'S RESIDENCE TO SUPPORT TRANSITIONAL HOUSING SUPPLIES FOR 50 LOW-INCOME SENIORS ON MEDICAL RESPITE. THESE INVESTMENTS FOLLOW SIGNIFICANT FINANCIAL CONTRIBUTIONS AND LAND DONATIONS BY ESSENTIA HEALTH TO SUPPORT HOUSING DEVELOPMENT PROJECTS THAT CREATED 145 NEW HOUSING UNITS IN DULUTH'S CENTRAL HILLSIDE NEIGHBORHOOD DURING THE PAST FIVE YEARS. |
| ESSENTIA HEALTH VIRGINIA | PART V, SECTION B, LINE 11: DURING FY 2025, ESSENTIA HEALTH VIRGINIA ADDRESSED SIGNIFICANT NEEDS IDENTIFIED IN THE FY 2022 ASSESSMENT: SOCIAL CONNECTEDNESS AND ACCESS TO HEALTHY FOOD. SOME ACTIVITIES WERE LED BY THE HOSPITAL WHILE OTHERS WERE PART OF LARGER COLLABORATIVE EFFORTS WITH LOCAL PARTNERS.OTHER HEALTH NEEDS IDENTIFIED THROUGH THE CHNA PROCESS ARE INTERNET ACCESS AND TRANSPORTATION. TRANSPORTATION WILL BE ADDRESSED IN PART THROUGH SELECTED PRIORITIES AS THEY ARE INTERRELATED, WHILE INTERNET ACCESS IS BEING ADDRESSED BY OTHER PARTNERS.THE FOLLOWING DESCRIBES SIGNIFICANT ACCOMPLISHMENTS AND OUTCOMES.PRIORITY AREA #1: SOCIAL CONNECTEDNESSTO PROMOTE SOCIAL WELL-BEING, THE HOSPITAL PARTNERED WITH NUMEROUS ORGANIZATIONS TO ENCOURAGE COMMUNITY BUILDING AND HEALTHY RELATIONSHIPS. THROUGH A PARTNERSHIP WITH THE MINNESOTA DISCOVERY CENTER AND OTHER MENTAL HEALTH STAKEHOLDERS, THE HOSPITAL CONTINUED SUPPORTING A YOUTH MENTAL HEALTH PROGRAM FOR HIGH SCHOOL STUDENTS FROM ACROSS THE HOSPITAL SERVICE AREA. INCLUDING A DAYLONG PROGRAM FOR NINTH GRADE STUDENTS DURING SEPTEMBER 2024, THE PROGRAM PROVIDED LESSONS ABOUT MENTAL WELL-BEING, RESILIENCY, AND POSITIVE COPING TO 313 YOUTH PARTICIPANTS. OF THE PARTICIPANTS, 96% REPORTED INCREASED KNOWLEDGE ABOUT MENTAL HEALTH, 99% REPORTED LEARNING ABOUT RESOURCES THAT ARE AVAILABLE IF THEY ARE STRUGGLING, AND 95% REPORTED FEELING CARED ABOUT BY THEIR COMMUNITY. THE HOSPITAL ALSO PARTNERED WITH THE UNITED WAY OF NORTHEASTERN MINNESOTA TO PROMOTE THE UNITED WAY'S GETCONNECTED VOLUNTEER PORTAL, WHICH PROMOTES SOCIAL CONNECTIONS THROUGH VOLUNTEERISM BY MATCHING COMMUNITY MEMBERS WITH VOLUNTEER OPPORTUNITIES. THROUGHOUT THE YEAR, VOLUNTEER PROFILES ON THE PLATFORM GREW BY 30% (FROM 1,644 PROFILES TO 2,145 PROFILES), AND ORGANIZATION PROFILES ON THE PLATFORM GREW BY 31% (FROM 32 PROFILES TO 42 PROFILES). IN ADDITION, THE HOSPITAL CONTINUED ITS PARTNERSHIP WITH FAIRVIEW RANGE TO HOST AND FACILITATE THE IRON RANGE NONPROFIT NETWORK, A GROUP WHERE NONPROFIT PROFESSIONALS FROM ACROSS NORTHERN ST. LOUIS COUNTY CAN CONNECT AND COLLABORATE; IN ITS THIRD YEAR, THE NETWORK ATTRACTED 109 MEMBERS TO ITS MONTHLY COMMUNICATIONS LIST AND CONNECTED 25 COMMUNITY LEADERS MONTHLY THROUGH VIRTUAL VIDEO CONFERENCE CALLS. THROUGH ITS COMMUNITY GRANTS PROGRAM, ESSENTIA HEALTH ALSO PROVIDED FUNDING TO THE BOYS AND GIRLS CLUB OF HIBBING TO SUPPORT HEALTHY CHILD DEVELOPMENT PROGRAMS FOR 179 PARTICIPANTS, FUNDING TO THE LINCOLN PARENT TEACHER ORGANIZATION FOR THE ADDITION OF ADAPTIVE PLAYGROUND EQUIPMENT THAT SERVED 15,000 PEOPLE AT LINCOLN ELEMENTARY SCHOOL IN HIBBING, AND FUNDING TO STURGEON CHAIN LAKE ASSOCIATION TO ENHANCE COMMUNITY GATHERING INFRASTRUCTURE FOR 1,000 VISITORS AT SIDE LAKE RECREATION AREA.PRIORITY AREA #2: ACCESS TO HEALTHY FOODTO SUPPORT COMMUNITY ACCESS TO HEALTHY FOOD, THE HOSPITAL WORKED ALONGSIDE ORGANIZATIONS WITH A FOCUS ON CONNECTING NUTRITIOUS, LOCAL FOODS TO COMMUNITY MEMBERS. THE HOSPITAL PARTNERED WITH THE IRON RANGE PARTNERSHIP FOR SUSTAINABILITY (IRPS) TO PROVIDE GROWING TOGETHER, A COMMUNITY GARDEN PROGRAM, IN VIRGINIA DURING THE 2024 GROWING SEASON. BY OFFERING AND MAINTAINING COMMUNITY GARDEN PLOTS IN RAISED PLANTERS THROUGHOUT THE CITY, THE PROGRAM ATTRACTED 96 PEOPLE TO UTILIZE AND FILL ALL 42 AVAILABLE GARDEN PLOTS DURING THE SEASON. OF THE FOUR COMMUNITY GARDENS ON CITY PROPERTY, THREE ARE HOSTED AT AFFORDABLE HOUSING RESIDENCES (TWO FOR COMMUNITY MEMBERS 55+). ALSO ALONGSIDE IRPS, THE HOSPITAL PARTNERED TO TEACH YOUNG PEOPLE IN VIRGINIA ABOUT GARDENING AND FOOD PRODUCTION THROUGH THE LIL' GARD'NERS PROGRAM. DURING SUMMER 2024, 11 VIRGINIA HEAD START STUDENTS (AGES 3-5) ENGAGED IN INTERACTIVE LESSONS ABOUT GARDENING AND FRESH FOOD. THE HOSPITAL ALSO PARTNERED WITH THE ARROWHEAD ECONOMIC OPPORTUNITY AGENCY TO SUPPORT THE POWER OF PRODUCE (POP) PROGRAM AT FARMERS MARKETS IN THE HOSPITAL SERVICE AREA. THE POWER OF PRODUCE PROGRAM IS AN EVIDENCE-BASED INITIATIVE TO ENHANCE CHILDREN'S ACCESS TO AND INTEREST IN FRUITS AND VEGETABLES. ALL CHILDREN VISITING THE MARKET RECEIVE $3 TO SPEND ON PRODUCE AT EACH MARKET DATE THEY VISIT. AMONG THE VIRGINIA, HIBBING, COOK, AND TOWER MARKETS, CHILDREN UNDER 12 YEARS OLD RECEIVED $8,092 WORTH OF LOCAL PRODUCE THROUGH THE POP PROGRAM DURING THE MARKET SEASON. THROUGH ITS COMMUNITY GRANTS PROGRAM, ESSENTIA HEALTH ALSO PROVIDED FUNDING TO MESABI RANGE COLLEGE FOUNDATION TO SUPPORT OPERATION OF FREE FOOD PANTRIES THAT SERVE 600 PEOPLE AT MINNESOTA NORTH COLLEGE CAMPUSES IN VIRGINIA AND EVELETH, FUNDING TO THE IRON RANGE PARTNERSHIP FOR SUSTAINABILITY TO BUILD A DEEP WINTER GREENHOUSE TO SERVE 225 STUDENTS AT ROCK RIDGE HIGH SCHOOL, FUNDING TO HAPPY DAYS LEARNING CENTER TO PROVIDE NUTRITIOUS MEALS AND SNACKS FOR 41 CHILDREN ENROLLED AT THE CHILD CARE CENTER IN ELY, AND FUNDING TO THE IRON RANGE PARTNERSHIP FOR SUSTAINABILITY TO INSTALL A LITTLE FREE FARMSTAND THAT ALLOWED 100 PEOPLE TO SHARE PRODUCE AT THE COMMUNITY FOOD FOREST IN VIRGINIA. |
| ESSENTIA HEALTH DULUTH | PART V, SECTION B, LINE 23: OCCASIONALLY CERTAIN FAP-ELIGIBLE PATIENTS ARE CHARGED MORE THAN AMOUNTS GENERALLY BILLED ON SERVICES. THIS COULD OCCUR IF THE PATIENT PAYMENTS ARE APPLIED TO PATIENT BILLS BEFORE AND/OR AFTER THE FINANCIAL ASSISTANCE POLICY (FAP) ADJUSTMENTS WERE APPLIED. THE HOSPITAL PROVIDES THOSE PATIENTS WITH A $5 OR MORE OVERPAYMENT WITH A REFUND CHECK, EXPLANATION LETTER, AND DETAILED SUMMARY OF SERVICES IMPACTED.THE NUMBER OF PATIENTS AFFECTED AND THE TOTAL DOLLAR AMOUNT INVOLVED FOR FY25 WAS 11 INDIVIDUALS & $823.ESSENTIA HEALTH'S REVENUE CYCLE DEPARTMENT CONFIRMS IF ANY PATIENT PAYMENTS ARE MADE AFTER THE FAP APPLICATION HAS BEEN RECEIVED. IF SO, THE PATIENT PAYMENT IS UNAPPLIED AND THEN THE FAP ADJUSTMENT IS APPLIED. THE PATIENT PAYMENT IS THEN POSTED, AND IF THE PATIENT PAYMENT IS GREATER THAN THE REMAINING BALANCE ON THE BILL, A REFUND TO THE PATIENT IS PROVIDED. THERE COULD BE A FAP-ELIGIBLE PATIENT OVERPAYMENT DEPENDING ON THE TIMING OF THE PATIENT PAYMENT OR IF THE PATIENT IS STILL PAYING THEIR CO-PAYMENT AT THE TIME OF SERVICE. WE CONTACT THESE PATIENTS TO REMIND THEM THAT THEY HAVE CHARITY CARE AND DO NOT NEED TO PAY THEIR CHARGES UNTIL THEIR FAP ADJUSTMENTS HAVE BEEN MADE. WE REQUEST THE REFUND AT THE TIME OF PROCESSING THE FAP APPLICATION IF APPLICABLE. WE ALSO PERFORM AUDITS FOR ANY FAP OVERPAYMENTS DUE TO THE TIMING OF PATIENT PAYMENTS. |
| ESSENTIA HEALTH VIRGINIA | PART V, SECTION B, LINE 23: OCCASIONALLY CERTAIN FAP-ELIGIBLE PATIENTS ARE CHARGED MORE THAN AMOUNTS GENERALLY BILLED ON SERVICES. THIS COULD OCCUR IF THE PATIENT PAYMENTS ARE APPLIED TO PATIENT BILLS BEFORE AND/OR AFTER THE FINANCIAL ASSISTANCE POLICY (FAP) ADJUSTMENTS WERE APPLIED. THE HOSPITAL PROVIDES THOSE PATIENTS WITH A $5 OR MORE OVERPAYMENT WITH A REFUND CHECK, EXPLANATION LETTER, AND DETAILED SUMMARY OF SERVICES IMPACTED.THE NUMBER OF PATIENTS AFFECTED AND THE TOTAL DOLLAR AMOUNT INVOLVED FOR FY25 WAS 2 INDIVIDUALS & $321.ESSENTIA HEALTH'S REVENUE CYCLE DEPARTMENT CONFIRMS IF ANY PATIENT PAYMENTS ARE MADE AFTER THE FAP APPLICATION HAS BEEN RECEIVED. IF SO, THE PATIENT PAYMENT IS UNAPPLIED AND THEN THE FAP ADJUSTMENT IS APPLIED. THE PATIENT PAYMENT IS THEN POSTED, AND IF THE PATIENT PAYMENT IS GREATER THAN THE REMAINING BALANCE ON THE BILL, A REFUND TO THE PATIENT IS PROVIDED. THERE COULD BE A FAP-ELIGIBLE PATIENT OVERPAYMENT DEPENDING ON THE TIMING OF THE PATIENT PAYMENT OR IF THE PATIENT IS STILL PAYING THEIR CO-PAYMENT AT THE TIME OF SERVICE. WE CONTACT THESE PATIENTS TO REMIND THEM THAT THEY HAVE CHARITY CARE AND DO NOT NEED TO PAY THEIR CHARGES UNTIL THEIR FAP ADJUSTMENTS HAVE BEEN MADE. WE REQUEST THE REFUND AT THE TIME OF PROCESSING THE FAP APPLICATION IF APPLICABLE. WE ALSO PERFORM AUDITS FOR ANY FAP OVERPAYMENTS DUE TO THE TIMING OF PATIENT PAYMENTS. |
| ADDITIONAL DISCLOSURES NOT REQUIRED FOR PART V, SECTION C: | PART V, SECTION B, LINE 3E:ESSENTIA HEALTH DULUTH:ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER AND ESSENTIA HEALTH DULUTH CONDUCTED A NEW CHNA IN FY25 AND CHOSE THREE PRIORITY HEALTH NEEDS TO ADDRESS. THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY ARE SOCIAL DRIVERS OF HEALTH, NUTRITION AND FOOD SECURITY, AND HOUSING. THE NEEDS ARE NOT RANKED IN ORDER; ALL THREE HEALTH NEEDS ARE CONSIDERED PRIORITIES. THE HOSPITALS WILL WORK ON ADDRESSING EACH NEED SIMULTANEOUSLY FROM FY26 - FY28.ESSENTIA HEALTH VIRGINIA:ESSENTIA HEALTH VIRGINIA CONDUCTED A NEW CHNA IN FY25 AND CHOSE THREE PRIORITY HEALTH NEEDS TO ADDRESS. THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY ARE SOCIAL DRIVERS OF HEALTH, NUTRITION AND MOVEMENT, AND INJURY PREVENTION. THE NEEDS ARE NOT RANKED IN ORDER; ALL THREE HEALTH NEEDS ARE CONSIDERED PRIORITIES. THE HOSPITAL WILL WORK ON ADDRESSING EACH NEED SIMULTANEOUSLY FROM FY26 - FY28.PART V, SECTION B, LINE 16I:ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH VIRGINIA:DUE TO THE SMALL SIZES OF THE LIMITED ENGLISH PROFICIENCY (LEP) POPULATIONS OF THE COMMUNITIES SERVED BY THE ORGANIZATION, THE ORGANIZATION WAS NOT REQUIRED TO TRANSLATE THE FINANCIAL ASSISTANCE POLICY (FAP), THE FAP APPLICATION FORM, OR THE PLAIN LANGUAGE SUMMARY OF THE FAP TO OTHER LANGUAGES. ALTHOUGH IT WAS NOT REQUIRED, THE ORGANIZATION TRANSLATED THE FAP APPLICATION FORM INTO SPANISH. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 18 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - ESSENTIA HEALTH DULUTH CLINIC - 3RD STRE | ||||
| 400 E 3RD ST | DULUTH | MN | 55805 | MULTI-SPECIALTY CLINIC |
| 2 - ESSENTIA HEALTH DULUTH CLINIC - 1ST STRE | ||||
| 420 E 1ST ST | DULUTH | MN | 55805 | MULTI-SPECIALTY CLINIC |
| 3 - ESSENTIA HEALTH VIRGINIA CLINIC | ||||
| 1101 9TH ST N | VIRGINIA | MN | 55792 | MULTI-SPECIALTY CLINIC |
| 4 - ESSENTIA HEALTH DULUTH CLINIC - 2ND STRE | ||||
| 502 E 2ND ST | DULUTH | MN | 55805 | MULTI-SPECIALTY CLINIC |
| 5 - ESSENTIA HEALTH HERMANTOWN CLINIC | ||||
| 4855 W ARROWHEAD RD | HERMANTOWN | MN | 55811 | MULTI-SPECIALTY CLINIC |
| 6 - ESSENTIA HEALTH WEST DULUTH CLINIC | ||||
| 4212 GRAND AVE | DULUTH | MN | 55807 | MULTI-SPECIALTY CLINIC |
| 7 - ESSENTIA HEALTH LAKEWALK CLINIC | ||||
| 1502 LONDON RD | DULUTH | MN | 55812 | MULTI-SPECIALTY CLINIC |
| 8 - ESSENTIA HEALTH MILLER HILL CLINIC | ||||
| 1600 MILLER TRUNK HIGHWAY | DULUTH | MN | 55811 | MULTI-SPECIALTY CLINIC |
| 9 - ESSENTIA HEALTH LAKESIDE CLINIC | ||||
| 4621 E SUPERIOR ST | DULUTH | MN | 55804 | MULTI-SPECIALTY CLINIC |
| 10 - ESSENTIA HEALTH CLOQUET CLINIC | ||||
| 1413 HWY 33 SOUTH | CLOQUET | MN | 55720 | MULTI-SPECIALTY CLINIC |
| 11 - ESSENTIA HEALTH HIBBING CLINIC | ||||
| 730 EAST 34TH STREET | HIBBING | MN | 55746 | MULTI-SPECIALTY CLINIC |
| 12 - ESSENTIA HEALTH VIRGINIA MEDICAL ARTS CL | ||||
| 901 9TH ST N | VIRGINIA | MN | 55792 | MULTI-SPECIALTY CLINIC |
| 13 - ESSENTIA HEALTH ELY CLINIC | ||||
| 300 W CONAN ST | ELY | MN | 55731 | MULTI-SPECIALTY CLINIC |
| 14 - ESSENTIA HEALTH INTERNATIONAL FALLS CLIN | ||||
| 2501 KEENAN DR | INTERNATIONAL FALLS | MN | 56649 | MULTI-SPECIALTY CLINIC |
| 15 - ESSENTIA HEALTH PROCTOR CLINIC | ||||
| 211 S BOUNDRY AVE | PROCTOR | MN | 55810 | MULTI-SPECIALTY CLINIC |
| 16 - ESSENTIA HEALTH BABBITT CLINIC | ||||
| 71 S DR | BABBITT | MN | 55706 | PRIMARY CARE CLINIC |
| 17 - ESSENTIA HEALTH VIRGINIA - IRON RANGE RE | ||||
| 901 9TH ST N STE 100 | VIRGINIA | MN | 55792 | REHABILITATION CENTER |
| 18 - ESSENTIA HEALTH VIRGINIA CARE CENTER | ||||
| 901 9TH ST N | VIRGINIA | MN | 55792 | SKILLED NURSING FACILITY |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | ASSETS WILL BE CONSIDERED ALONG WITH THE PATIENT'S INCOME TO DETERMINE ELIGIBILITY FOR THE FINANCIAL ASSISTANCE PROGRAM. TO BE ELIGIBLE, REPORTABLE ASSETS MAY NOT EXCEED $75,000 FOR A HOUSEHOLD OF ONE (1), OR $150,000 FOR A HOUSEHOLD OF TWO (2) OR MORE. ASSETS MAY INCLUDE, BUT ARE NOT LIMITED TO, SUCH ITEMS AS CHECKING AND SAVINGS ACCOUNTS, IRAS, 401(K)S, PENSIONS, HEALTH SAVINGS ACCOUNTS, ADDITIONAL PROPERTY, AND ANY OTHER RETIREMENT FUNDING. |
| PART I, LINE 6A: | THE ORGANIZATION'S COMMUNITY BENEFIT INFORMATION IS INCLUDED ON ESSENTIA HEALTH'S (EMPLOYER IDENTIFICATION NUMBER 20-0360007) WEBSITE AT WWW.ESSENTIAHEALTH.ORG. ESSENTIA HEALTH, HEADQUARTERED IN DULUTH, MINNESOTA, IS THE PARENT OF AN INTEGRATED HEALTH SYSTEM SERVING PATIENTS IN MINNESOTA, NORTH DAKOTA, AND WISCONSIN. |
| PART I, LINE 7: | THE COST TO CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES WAS USED TO CALCULATE THE COSTS FOR THE FOLLOWING COMMUNITY BENEFITS: CHARITY CARE AND UNREIMBURSED MEDICAID. ACTUAL COSTS WERE USED FOR THE REMAINDER OF THE COMMUNITY BENEFITS REPORTED. |
| PART I, LN 7 COL(F): | BAD DEBT EXPENSE THAT WAS SUBTRACTED FROM TOTAL EXPENSE TO OBTAIN THE % OF COMMUNITY BENEFIT TO TOTAL EXPENSE AMOUNTED TO $23,886,124. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | THE HOSPITALS ARE LOCATED IN A FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREA AND AS SUCH INCLUDE PHYSICIAN RECRUITMENT AS A COMMUNITY BUILDING ACTIVITY PER THE RECOMMENDATION OF THE CATHOLIC HEALTH ASSOCIATION COMMUNITY BENEFIT GUIDE. |
| PART III, LINE 2: | DISCOUNTS, CHARITY CARE, AND BAD DEBT EXPENSE ARE ACCOUNTED FOR AS REDUCTIONS TO REVENUE. BAD DEBT EXPENSE IS CALCULATED AFTER ALL ESTIMATED DISCOUNTS AND APPLICABLE PAYMENTS ARE APPLIED TO A PATIENT ACCOUNT. BAD DEBT EXPENSE IS A COMBINATION OF THE ACTUAL ACCOUNT WRITE-OFFS TO A COLLECTION AGENCY FOR ACCOUNTS DEEMED UNCOLLECTIBLE, ALONG WITH ESTIMATED EXPENSE FOR ACCOUNTS WITH A REMAINING BALANCE IN ACCOUNTS RECEIVABLE. IF, DURING THE COLLECTION PROCESS, IT BECOMES KNOWN THAT THE PATIENT QUALIFIES FOR CHARITY CARE, THE AMOUNTS INCLUDED WITHIN BAD DEBT EXPENSE WOULD BE RECLASSIFIED TO CHARITY CARE. |
| PART III, LINE 3: | ESSENTIA HEALTH PROVIDES FULL CHARITY CARE THROUGH ITS TRADITIONAL APPLICATION PROCESS. FULL CHARITY CARE IS A COMPLETE WRITE-OFF OF ELIGIBLE GROSS HOSPITAL AND CLINIC CHARGES. THIS IS BASED ON THE PATIENT'S INCOME IN RELATION TO THE FEDERAL POVERTY GUIDELINES. CATASTROPHIC CHARITY CARE IS FINANCIAL ASSISTANCE THAT PROVIDES A ONE-TIME DISCOUNT BASED ON AN APPLICATION FOR TRADITIONAL CHARITY CARE AND DOES NOT QUALIFY BUT HAS A BALANCE GREATER THAN $5,000. PATIENT, OR THEIR GUARANTOR, MAY BE GRANTED CATASTROPHIC CHARITY CARE ASSISTANCE FOR ELIGIBLE SERVICES IF THEY COMPLETE A FINANCIAL ASSISTANCE APPLICATION AND PROVIDE REQUIRED DOCUMENTATION. THE PATIENT AND/OR GUARANTOR WILL NOT PAY MORE THAN 20% OF ANNUAL INCOME BASED ON ELIGIBLE CHARGES.ESSENTIA HEALTH ALSO RECOGNIZES THAT IT IS NOT FEASIBLE, OR SOMETIMES NECESSARY, FOR ALL PATIENTS TO COMPLETE FINANCIAL ASSISTANCE APPLICATIONS AND PROVIDE DOCUMENTATION REQUIRED THROUGH THE TRADITIONAL PROCESS. ESSENTIA HEALTH IMPLEMENTED AN ALTERNATIVE DOCUMENTATION AND PRESUMPTIVE PROCESS USING A TOOL THAT IDENTIFIES ACCOUNTS THAT AUTOMATICALLY QUALIFY FOR CHARITY CARE AND RECLASSIFIED THOSE ACCOUNTS TO CHARITY CARE ALLOWANCE. AS A RESULT, WE ESTIMATE $0 OF PATIENT ACCOUNTS WRITTEN OFF TO BAD DEBT WOULD QUALIFY FOR CHARITY CARE.ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH VIRGINIA INCORPORATE THE COST OF BAD DEBT AS A COMMUNITY BENEFIT. AS TAX-EXEMPT HOSPITALS, WE MUST PROVIDE THE NECESSARY SERVICES REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR THAT CARE. IN DOING SO, ESSENTIA HEALTH MAKES QUALITY PATIENT CARE AVAILABLE TO ALL IN OUR COMMUNITY, REGARDLESS OF THEIR ECONOMIC MEANS. |
| PART III, LINE 4: | PAGES 16-18 OF ESSENTIA HEALTH'S CONSOLIDATED AUDIT REPORT CONTAIN THE FOOTNOTE DESCRIBING THE ORGANIZATION'S BAD DEBT EXPENSE. |
| PART III, LINE 8: | RECONCILIATION FOR MEDICARE SHORTFALL BETWEEN TOTAL MEDICARE PROGRAM AND WHAT IS ALLOWED ON THE COST REPORT:THE HOSPITALS' TOTAL MEDICARE SHORTFALL IS $88,210,136, OF WHICH A SHORTFALL OF $64,187,836 (CONSISTING OF $102,180,789 REVENUE AND $166,368,625 COST) IS INCLUDED IN PART III, SECTION B, LINES 5-7, AND A SHORTFALL OF $24,022,300 (CONSISTING OF $130,737,750 REVENUE AND $154,760,051 COST) REPRESENT ALL OTHER MEDICARE SERVICES NOT INCLUDED IN THE ANNUAL COST REPORTS.THE COSTING METHODOLOGY USED IN DETERMINING THE MEDICARE ALLOWABLE COST REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6:THE METHODOLOGY USED IN DETERMINING THE REPORTED MEDICARE ALLOWABLE COST BEGINS WITH THE HOSPITAL'S GENERAL LEDGER SYSTEM. THE COSTS ARE OBTAINED FROM THE GENERAL LEDGER AND THEN ADJUSTED AND REPORTED IN ACCORDANCE WITH CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) "COST FINDING" GUIDELINES AS PUBLISHED IN THEIR PROVIDER REIMBURSEMENT MANUAL. ONCE THE MEDICARE ALLOWABLE COSTS ARE DETERMINED FROM THE HOSPITAL'S COST REPORT, ANY COSTS ATTRIBUTED TO SUBSIDIZED HEALTH SERVICES AND MEDICAL EDUCATION ARE REMOVED AND REPORTED SEPARATELY.EXPLANATION FOR ANY PRIOR YEAR SETTLEMENTS FOR MEDICARE-RELATED SERVICES IN THE CURRENT TAX YEAR:EACH ESSENTIA HEALTH HOSPITAL IS REQUIRED TO FILE A MEDICARE COST REPORT 5 MONTHS AFTER THE CLOSE OF THEIR FISCAL YEAR. THE COST REPORT PROVIDES MEDICARE WITH INFORMATION THAT IS USED TO DETERMINE UTILIZATION AND SPENDING TRENDS BUT ALSO IS USED TO SET FUTURE PAYMENT RATES FOR MOST MEDICARE SERVICES. IF THE INTERIM PAYMENTS PAID TO A HOSPITAL ARE HIGHER OR LOWER THAN THE FILED COST REPORT ALLOWABLE REIMBURSEMENT, THERE WILL BE A SETTLEMENT FOR THAT FISCAL YEAR. THIS CAN BE DUE TO CHANGES IN UTILIZATION OR COST OF PROVIDING SERVICES FOR CRITICAL ACCESS HOSPITALS (CAH) OR DIFFERENCES BETWEEN INTERIM AND FINAL PAYMENT FACTORS FOR DISPROPORTIONATE SHARE, BAD DEBTS, OR INDIRECT MEDICAL EDUCATION FOR NON-CAH HOSPITALS. AN ESTIMATE FOR THESE SETTLEMENTS IS RECORDED AT THE CLOSE OF THE FISCAL YEAR. IF THE ESTIMATE VARIES FROM THE FINAL SETTLEMENT RECEIVED 6-7 MONTHS AFTER THE FISCAL YEAR ENDS, THEN THESE AMOUNTS ARE RECORDED AS PRIOR YEAR MEDICARE REVENUE.THE EXTENT TO WHICH ANY SHORTFALL REPORTED IN PART III, LINE 7 SHOULD BE TREATED AS A COMMUNITY BENEFIT AND THE RATIONALE FOR THE ORGANIZATION'S OPINION:ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH VIRGINIA ARE A PART OF ESSENTIA HEALTH, AN INTEGRATED HEALTH SYSTEM. ESSENTIA HEALTH AND ITS MEMBER ORGANIZATIONS INCORPORATE THE FULL VALUE OF THE MEDICARE SHORTFALL AS A COMMUNITY BENEFIT. THE RATIONALE FOR THE ORGANIZATION'S OPINION IS PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. MANY MEDICARE BENEFICIARIES ARE POOR AND ARE ELIGIBLE FOR MEDICAID IN ADDITION TO MEDICARE. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY. |
| PART III, LINE 9B: | THE POLICIES AND PROCEDURES FOR INTERNAL AND EXTERNAL COLLECTION PRACTICES TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR ESSENTIA HEALTH'S FINANCIAL ASSISTANCE POLICY (FAP) AND FINANCIAL ASSISTANCE, A PATIENT'S GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR FINANCIAL ASSISTANCE FROM ESSENTIA HEALTH, AND THE PATIENT'S GOOD FAITH EFFORT TO COMPLY WITH THEIR PAYMENT AGREEMENTS. THE ORGANIZATION OFFERS EXTENDED PAYMENT PLANS TO ELIGIBLE PATIENTS AND WILL NOT IMPOSE LIENS ON PRIMARY RESIDENCES NOR REPORT PATIENTS TO A CREDIT RATING AGENCY FOR OUTSTANDING PATIENT BILLS.THE ORGANIZATION WILL NOT CHARGE A PATIENT THE GROSS AMOUNT OF CHARGES FOR ANY UNINSURED TREATMENT. UNINSURED DISCOUNTS WILL BE APPLIED TO THE GROSS CHARGES PRIOR TO ANY FINANCIAL ASSISTANCE OR OTHER DISCOUNTS.IF AT ANY TIME THE ORGANIZATION RECOGNIZES THAT A PATIENT MAY BE ELIGIBLE FOR STATE OR FEDERAL PROGRAMS, A REPRESENTATIVE WILL ASSIST THE PATIENT IN OBTAINING INFORMATION ABOUT THESE PROGRAMS OR PROVIDE CONTACT INFORMATION FOR THESE PROGRAMS. THE ORGANIZATION CONTRACTS WITH AN OUTSIDE PATIENT ADVOCACY AGENCY, WHICH MAY PROVIDE ASSISTANCE TO THE UNINSURED PATIENT IN APPLYING TO CERTAIN STATE AND FEDERAL PROGRAMS.AT ANY STAGE OF THE PATIENT EXPERIENCE AND UP THROUGH THE COLLECTION PROCESS, THE PATIENT MAY EXPRESS A CONCERN THAT THEY ARE UNABLE TO PAY THEIR BILL IN FULL OR MEET THE PAYMENT PLAN REQUIREMENTS. AT THAT TIME, THE PATIENT WILL BE GIVEN EVERY OPPORTUNITY TO COMPLETE AND SUBMIT AN APPLICATION FOR FINANCIAL ASSISTANCE.THE ORGANIZATION TRAINS ITS OUTSIDE DEBT COLLECTION AGENCIES AND ATTORNEYS ABOUT THE FAP AND HOW A PATIENT MAY OBTAIN MORE INFORMATION ABOUT THE FAP OR SUBMIT AN APPLICATION FOR FINANCIAL ASSISTANCE. THE ORGANIZATION REQUIRES ITS OUTSIDE COLLECTION AGENCIES AND ATTORNEYS TO REFER PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE TO ESSENTIA HEALTH.IF A PATIENT HAS SUBMITTED AN APPLICATION FOR FINANCIAL ASSISTANCE AFTER AN ACCOUNT HAS BEEN REFERRED FOR COLLECTION ACTIVITY, THE ORGANIZATION SUSPENDS ALL COLLECTION ACTIVITY UNTIL THE PATIENT'S FINANCIAL ASSISTANCE APPLICATION HAS BEEN PROCESSED AND ESSENTIA HEALTH HAS NOTIFIED THE PATIENT OF ITS DECISION. PATIENTS ARE ADVISED AT THAT TIME TO NOTIFY THE COLLECTION AGENCY TO HOLD THEIR ACCOUNT. THE OUTSIDE DEBT COLLECTION AGENCIES ARE NOTIFIED BY ESSENTIA HEALTH ONCE AN ACCOUNT ADJUSTMENT HAS BEEN MADE. |
| PART VI, LINE 2: | NEEDS ASSESSMENT:WE ASSESS AND RESPOND TO THE HEALTH CARE NEEDS OF THE COMMUNITIES WE SERVE IN MANY WAYS, INCLUDING THE FOLLOWING:MARKETING RESEARCH - THE ESSENTIA HEALTH MARKETING RESEARCH DEPARTMENT CONDUCTS SURVEYS, FOCUS GROUPS, AND REVIEWS INTERNAL DATA TO BETTER UNDERSTAND THE NEEDS AND USE(S) OF OUR SERVICES. THIS INCLUDES ACCESS TO SERVICE AREAS (E.G., PRIMARY CARE), PAYOR INFORMATION (E.G., ESSENTIA CARE), AND OVERALL GAPS IN SERVICES. ASSESSMENTS HAVE RESULTED IN INTERNAL CHANGES IN BOTH STAFFING AND PROCESSES.ESSENTIA HEALTH POPULATION CARE MANAGEMENT - WE USE AN ANALYSIS OF MULTIPLE POPULATIONS; ONE SUCH GROUP IS "ACCOUNTABLE CARE ORGANIZATION (ACO) POPULATIONS." THE ANALYSES DONE INCLUDE THE IDENTIFICATION OF PATIENTS WHO HAVE UNCONTROLLED ASTHMA, UNCONTROLLED DIABETES, ARE PRE-DIABETIC, OR WHO HAVE DEPRESSION; THE RESULTS ARE USED IN TARGETED OUTREACH BY THE POPULATION CARE TEAM. TARGETED OUTREACH HAS PROVEN TO LEAD TO BETTER OUTCOMES FOR THESE POPULATIONS.COMMUNITY GIVING - THROUGH OUR COMMUNITY GIVING PROCESS WE ENGAGE TO UNDERSTAND COMMUNITY NEEDS ACROSS A BROAD SPECTRUM OF COMMUNITY ORGANIZATIONS. WE REVIEW REQUESTS FOR FINANCIAL SUPPORT GENERATED BY COMMUNITY NON-PROFITS AND EVALUATE FUNDING BASED ON POTENTIAL OF PROGRAMS AND PROJECTS TO HAVE A POSITIVE AND SUSTAINABLE IMPACT ON THE HEALTH AND VITALITY OF OUR COMMUNITIES. THIS INCLUDES COMPLEMENTING OUR COMMUNITY FUNDING BY GATHERING PERSPECTIVES ON COMMUNITY EFFORTS AND THE ROLE ESSENTIA HEALTH CAN PLAY IN ADDRESSING COMMUNITY NEEDS AS A COLLABORATIVE PARTNER.INTERNAL QUALITY INDICATORS - WE TRACK DATA THAT LEADS TO THE IMPROVED CARE AND TREATMENT OF PATIENTS WITH CHRONIC DISEASES, TOBACCO USE, AND MENTAL HEALTH CONDITIONS. THIS DATA INCLUDES PATIENT ACTIVITY AND OUTCOMES, WHICH ALLOWS ESSENTIA HEALTH TO BETTER IDENTIFY THE NEEDS OF THE PATIENTS AND CAN BE UTILIZED TO ASSESS THE OVERALL HEALTH OF THE COMMUNITIES WE SERVE.HEALTH DATA PROVIDED BY PAYOR ORGANIZATIONS, NAMELY GOVERNMENT AND COMMERCIAL HEALTH INSURERS - THIS HEALTH DATA TYPICALLY INVOLVES MEDICAL TREATMENT AND OUTCOMES THAT REFLECT TRENDS OF UNHEALTHY LIFESTYLES AND BEHAVIORS. OUR OBJECTIVE IS TO UNDERSTAND THESE RELATIONSHIPS AND TO DEVELOP ACTION STEPS TO INTERVENE ON THE FRONT END TO PREVENT SUCH MEDICAL SITUATIONS FROM OCCURRING.ESSENTIA HEALTH HUMAN RESOURCES DEPARTMENT - THE ANALYSIS OF CURRENT STAFFING TRENDS AIDS IN PROVIDING HEALTHCARE ACCESS APPROPRIATELY TO THE COMMUNITIES WE SERVE.ESSENTIA INSTITUTE OF RURAL HEALTH (EIRH) - EIRH PROVIDES RESEARCH OF PATIENT DATA, COMMUNITY DATA, AND THE OUTCOMES ASSOCIATED WITH CURRENT CLINICAL PRACTICES, INTERVENTIONS, AND PREVENTION STRATEGIES (E.G., OPIOID USE DISORDER, SOCIAL DETERMINANTS OF HEALTH). |
| PART VI, LINE 3: | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:THE ORGANIZATION MAKES INFORMATION ON ITS FINANCIAL ASSISTANCE POLICY (FAP) READILY AVAILABLE TO PATIENTS. INFORMATION ABOUT FINANCIAL ASSISTANCE PROGRAMS IS AVAILABLE ON THE ESSENTIA HEALTH WEBSITE (WWW.ESSENTIAHEALTH.ORG, SELECT PATIENTS & VISITORS, SELECT BILLING & FINANCIAL ASSISTANCE) WHERE THE INFORMATION AND APPLICATION IS EASILY ACCESSIBLE TO BE VIEWED, DOWNLOADED, AND PRINTED AT NO CHARGE TO THE PATIENT. PATIENTS CAN ALSO APPLY FOR FAP VIA MYCHART. NOTICES ON THE AVAILABILITY OF FINANCIAL ASSISTANCE ARE CONSPICUOUSLY POSTED IN EMERGENCY ROOM DEPARTMENTS. FINANCIAL ASSISTANCE INFORMATION IS AVAILABLE DURING THE PRE-ADMISSION FINANCIAL SCREENING, AT THE TIME OF REGISTRATION, AND PRIOR TO A HOSPITAL DISCHARGE. INFORMATION ABOUT THE FAP IS IN ALL COLLECTION LETTERS AND PATIENT STATEMENTS.FAP INFORMATION AND/OR APPLICATIONS ARE MADE AVAILABLE TO APPROPRIATE COMMUNITY HEALTH SERVICES AGENCIES AND OTHER ORGANIZATIONS THAT ASSIST PEOPLE IN NEED. THE ORGANIZATION EDUCATES STAFF MEMBERS WHO WORK CLOSELY WITH PATIENTS PROVIDING DIRECT PATIENT TREATMENT AND WHO WORK IN ADMISSIONS, BILLING, AND COLLECTIONS, ABOUT THE EXISTENCE OF THE FAP AND HOW A PATIENT MAY OBTAIN MORE INFORMATION. ANNUAL EDUCATION/AWARENESS OF THE FAP IS PROVIDED TO ENSURE ALL EMPLOYEES WITH PATIENT CONTACT ARE AWARE OF THE PROGRAM AND HOW PATIENTS CAN OBTAIN ADDITIONAL INFORMATION. CLINICAL AND HOSPITAL STAFF WHO PROVIDE DIRECT PATIENT CARE HAVE KNOWLEDGE OF THE FAP AND KNOW TO DIRECT PATIENTS TO A REGISTRATION INTERVIEWER OR BUSINESS OFFICE REPRESENTATIVE. REGISTRATION STAFF HAVE AN UNDERSTANDING OF THE POLICY, KNOWLEDGE OF WHERE THE RELATED DOCUMENTS ARE LOCATED, AND WHERE TO DIRECT THE PATIENT FOR MORE INFORMATION ON THE FAP. DESIGNATED EMPLOYEES (PATIENT FINANCIAL SERVICES COUNSELORS & PATIENT FINANCIAL SERVICES REPRESENTATIVES) HAVE A THOROUGH UNDERSTANDING OF THE FAP AND OFFER THE INFORMATION ON THE FAP TO THOSE PATIENTS WHO MAKE AN INQUIRY ABOUT THE PROGRAM OR ARE DETERMINED THROUGH A FINANCIAL SCREENING TO BE ELIGIBLE FOR THIS PROGRAM. PATIENT ADVOCACY SERVICES ALSO INFORM THE PATIENT ABOUT THE AVAILABILITY OF ASSISTANCE. A REQUEST FOR FINANCIAL ASSISTANCE MAY BE MADE BY THE PATIENT, A PATIENT'S GUARANTOR, A FAMILY MEMBER, CLOSE FRIEND, OR ASSOCIATE OF THE PATIENT, SUBJECT TO APPLICABLE PRIVACY LAWS. THE ORGANIZATION RESPONDS TO ANY ORAL OR WRITTEN REQUESTS FOR MORE GENERAL INFORMATION ON THE FAP MADE BY A PATIENT OR ANY INTERESTED PARTY. |
| PART VI, LINE 4: | COMMUNITY INFORMATION:ESSENTIA HEALTH DULUTH:ESSENTIA HEALTH DULUTH IS LOCATED IN DULUTH, MN, AND IS A PART OF ESSENTIA HEALTH, WHICH IS DEFINED IN PART VI, LINE 6. THE ORGANIZATION OPERATES ONE HOSPITAL AND 10 CLINICS THAT PRIMARILY SERVE THE ST. LOUIS COUNTY AREA. THE OVERALL COMMUNITY IS CLASSIFIED AS SUBURBAN.ESSENTIA HEALTH DULUTH COVERS A SERVICE AREA OF APPROXIMATELY 173,000 PEOPLE. THE SERVICE AREA AGE DISTRIBUTION IS 18% UNDER THE AGE OF 18, 61% BETWEEN THE AGES OF 18 AND 65, AND 21% OVER THE AGE OF 65. THE RACIAL MAKEUP OF THE SERVICE AREA IS 87% CAUCASIAN, 2% AFRICAN AMERICAN, 1% ASIAN, 2% AMERICAN INDIAN, AND 8% OTHER. THE GENDER SPLIT RATIO IS 49% WOMEN AND 51% MEN. THE AVERAGE INCOME FOR THE SERVICE AREA IS APPROXIMATELY $73,000.ESSENTIA HEALTH DULUTH, AS PART OF ESSENTIA HEALTH, IS COMMITTED TO SERVING PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. APPROXIMATELY 1.1% GROSS REVENUE DOLLARS WERE FROM SELF-PAY PATIENTS AND 15.0% FROM MEDICAID RECIPIENTS. PORTIONS OF ST. LOUIS COUNTY ARE CURRENTLY DESIGNATED AS MEDICALLY UNDERSERVED AREAS.AS MENTIONED ABOVE, ESSENTIA HEALTH DULUTH IS PART OF ESSENTIA HEALTH. ESSENTIA HEALTH STAFFS HOSPITALS AND CLINICS IN FEDERALLY RECOGNIZED UNDERSERVED AREAS AND SUPPORTS THE HEALTH OF ITS COMMUNITIES THROUGH ACTIVE OUTREACH PROGRAMS THAT BRING ONCOLOGISTS, CARDIOLOGISTS, 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 IS ONE OTHER HOSPITAL OUTSIDE OF THE ESSENTIA HEALTH UMBRELLA THAT SERVICES THE COMMUNITY.ESSENTIA HEALTH VIRGINIA:ESSENTIA HEALTH VIRGINIA IS LOCATED IN VIRGINIA, MN, AND IS A PART OF ESSENTIA HEALTH, WHICH IS DEFINED IN PART VI, LINE 6. THE ORGANIZATION OPERATES ONE HOSPITAL, SIX CLINICS, A REHABILITATION CENTER, AND ONE SKILLED NURSING FACILITY THAT PRIMARILY SERVE NORTHERN ST. LOUIS COUNTY. THE OVERALL COMMUNITY IS CLASSIFIED AS RURAL.ESSENTIA HEALTH VIRGINIA COVERS A SERVICE AREA OF APPROXIMATELY 58,000 PEOPLE. THE SERVICE AREA AGE DISTRIBUTION IS 19% UNDER THE AGE OF 18, 54% BETWEEN THE AGES OF 18 AND 65, AND 27% OVER THE AGE OF 65. THE RACIAL MAKEUP OF THE SERVICE AREA IS 91% CAUCASIAN, 1% AFRICAN AMERICAN, 2% AMERICAN INDIAN, AND 6% OTHER. THE GENDER SPLIT RATIO IS 49% WOMEN AND 51% MEN. THE AVERAGE INCOME FOR THE SERVICE AREA IS APPROXIMATELY $64,000.ESSENTIA HEALTH VIRGINIA, AS PART OF ESSENTIA HEALTH, IS COMMITTED TO SERVING PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. APPROXIMATELY 2.1% GROSS REVENUE DOLLARS WERE FROM SELF-PAY PATIENTS AND 15.9% FROM MEDICAID RECIPIENTS. THE CITIES OF VIRGINIA AND HIBBING, AND THE COOK/ORR, ELY, AND INTERNATIONAL FALLS SERVICE AREAS ARE CURRENTLY DESIGNATED AS MEDICALLY UNDERSERVED AREAS.AS MENTIONED ABOVE, ESSENTIA HEALTH VIRGINIA IS PART OF ESSENTIA HEALTH. ESSENTIA HEALTH STAFFS HOSPITALS AND CLINICS IN FEDERALLY RECOGNIZED UNDERSERVED AREAS AND SUPPORTS THE HEALTH OF ITS COMMUNITIES THROUGH ACTIVE OUTREACH PROGRAMS THAT BRING ONCOLOGISTS, CARDIOLOGISTS, 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 IS ONE OTHER HOSPITAL OUTSIDE OF THE ESSENTIA HEALTH UMBRELLA THAT SERVICES THE COMMUNITY. |
| PART VI, LINE 5: | PROMOTION OF COMMUNITY HEALTH:THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPOSED MAINLY OF VOLUNTEER REPRESENTATIVES FROM THE COMMUNITIES IT SERVES. THE ORGANIZATION HAS AN OPEN MEDICAL STAFF, SO ANY QUALIFIED PHYSICIAN OF THE COMMUNITY IS ALLOWED TO APPLY. ALL APPLICANTS WHO APPLY MUST MEET THE CREDENTIALING STANDARDS AND BE APPROVED BY THE ESSENTIA HEALTH EAST GOVERNING BOARD IN ORDER TO PROVIDE SERVICES AT ESSENTIA HEALTH. IN ADDITION, THE HOSPITAL PROVIDES ON-SITE CLINICAL EXPERIENCES FOR MEDICAL STUDENTS AND RESIDENTS, ADVANCED PRACTICE AND PRE-LICENSURE NURSES, PHARMACISTS, THERAPISTS, TECHNICIANS, AND THOSE IN OTHER HEALTH CARE VOCATIONS.WE REINVEST IN THE ORGANIZATION BY ACQUIRING THE LATEST STATE-OF-THE-ART EQUIPMENT AND BY INVESTING IN PROGRAMS THAT ARE NEEDED IN OUR COMMUNITY.IN ADDITION TO THE ACTIVITIES LISTED IN PART I, LINE 7 AS WELL AS PART V, SECTION B, LINE 11, THE ORGANIZATION SUPPORTS THE HEALTH AND VITALITY OF OUR COMMUNITIES THROUGH A SPECIAL DEDICATION TO MAKING A DIFFERENCE IN AREAS THAT POSITIVELY IMPACT THE SOCIAL DETERMINANTS OF HEALTH. WE MAKE SIGNIFICANT CONTRIBUTIONS TO COMMUNITY NON-PROFITS WORKING TO IMPROVE HOUSING, ACCESS TO HEALTHY FOODS AND HEALTHY YOUTH DEVELOPMENT. ADDITIONALLY, WE ENCOURAGE OUR COLLEAGUES TO CONTRIBUTE THEIR TIME IN MEANINGFUL WAYS THROUGH A FORMAL EMPLOYEE VOLUNTEER PROGRAM THAT INCENTIVIZES COMMUNITY VOLUNTEERING BY PROVIDING A $100 DONATION TO A NON-PROFIT OF THE EMPLOYEE'S CHOICE AFTER VOLUNTEERING AT LEAST 20 HOURS. IN FY25, MORE THAN 29,000 IMPACTFUL VOLUNTEER HOURS WERE REPORTED BY ESSENTIA HEALTH COLLEAGUES. OUR LEADERS ARE ACTIVELY ENGAGED IN LENDING THEIR EXPERTISE ON COMMUNITY BOARDS, INCLUDING WORKFORCE DEVELOPMENT EFFORTS THAT CONTRIBUTE TO THE ECONOMIC VITALITY OF OUR REGION. LASTLY, THE HOSPITAL ENGAGES COMMUNITIES IN COMING TOGETHER AND CREATING SOCIAL CONNECTIVITY THROUGH SUPPORT OF VARIOUS LOCAL EVENTS, FUNDRAISERS, AND OUTINGS, MANY OF WHICH INVOLVE PHYSICAL ACTIVITY AND SUPPORT ORGANIZATIONS THAT ENHANCE THE VIABILITY OF OUR COMMUNITIES.ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH VIRGINIA ARE A PART OF ESSENTIA HEALTH, AN INTEGRATED HEALTH SYSTEM WITH FACILITIES IN MINNESOTA, NORTH DAKOTA, AND WISCONSIN. AS A NON-PROFIT ORGANIZATION, ESSENTIA HEALTH REINVESTS SURPLUS REVENUES INTO MEDICAL TRAINING, PROGRAMS, AND TECHNOLOGY DESIGNED TO REDUCE THE RISK OF PREVENTABLE HARM TO OUR PATIENTS AND IMPROVE THE HEALTH AND VITALITY OF THE COMMUNITIES WE SERVE.ESSENTIA HEALTH PROVIDES SERVICES PREDOMINANTLY IN RURAL COMMUNITIES AND IS COMMITTED TO ELIMINATING GEOGRAPHIC BARRIERS TO CARE. MANY OF ESSENTIA HEALTH'S CLINICS AND COMMUNITY HOSPITALS ARE LOCATED IN COMMUNITIES THAT ARE FEDERALLY RECOGNIZED AS BEING MEDICALLY UNDERSERVED. WE INVEST IN FACILITY UPGRADES, TECHNOLOGY, AND STAFFING THAT ENHANCE CARE IN THESE COMMUNITIES TO ENSURE PATIENTS CAN RECEIVE AS MUCH CARE AS POSSIBLE CLOSE TO HOME. THIS IS A VITAL COMPONENT OF COMMUNITY HEALTH IN AREAS WHERE RESIDENTS ARE OFTEN ELDERLY, LIVING ON LIMITED INCOMES, AND RESTRICTED IN THEIR TRANSPORTATION OPTIONS.RESIDENTS OF GEOGRAPHICALLY ISOLATED COMMUNITIES SERVED BY ESSENTIA HEALTH ALSO BENEFIT FROM TELEHEALTH SERVICES THAT PROVIDE LOCAL ACCESS TO SPECIALISTS AND SPECIALTY SERVICES USUALLY AVAILABLE ONLY IN LARGER URBAN AREAS. SERVICES ARE AVAILABLE IN MORE THAN 20 SPECIALTIES, RANGING FROM BEHAVIORAL HEALTH TO PHYSICAL, OCCUPATIONAL, AND SPEECH-LANGUAGE THERAPY. PATIENTS TREATED IN SMALLER ESSENTIA HEALTH EMERGENCY DEPARTMENTS BENEFIT FROM TELEHEALTH CONNECTIONS THAT ALLOW COMMUNITY HOSPITAL PHYSICIANS AND NURSES TO COMMUNICATE WITH TRAUMA AND OTHER SPECIALISTS LOCATED IN ESSENTIA HEALTH'S LARGER HOSPITALS. PATIENTS CAN ALSO STAY IN THEIR HOME FOR FOLLOW-UP VISITS WITH THEIR PRIMARY CARE PROVIDER OR SPECIALISTS, WHEN APPROPRIATE, WHICH ALLOWS THEM TO ACCESS THEIR PROVIDERS WITHIN THE COMFORT OF THEIR HOME. IN ADDITION, PATIENTS CAN RECEIVE THE CARE THEY NEED WHERE AND WHEN THEY WANT IT. ESSENTIA OFFERS 24/7 VIDEO VISITS ON DEMAND FOR URGENT NEEDS ANY TIME, ONLINE E-VISITS FOR COMMON CONDITIONS AND FREE MEDICAL ADVICE FROM OUR REGISTERED NURSES ANY TIME OF THE DAY OR NIGHT THROUGH OUR NURSE CARE LINE.WE FOLLOW CORE STANDARDS OF VALUE-BASED CARE ORGANIZATIONS, INCLUDING PATIENT-CENTERED PRIMARY CARE, ACCESS TO CARE, CARE COORDINATION, AND QUALITY IMPROVEMENT. PATIENT-CENTERED PRIMARY CARE ENCOMPASSES STRATEGIES AND SERVICES ORIENTED AROUND THE PATIENT TO ACHIEVE THEIR BEST HEALTH. IMPROVING PATIENTS' ACCESS TO CARE IS AN IMPORTANT FOCUS IN OUR POPULATION HEALTH PROGRAM. AT THE CORE OF PATIENT-CENTERED CARE IS THE CONNECTION VIA THE ELECTRONIC HEALTH RECORD (EHR). CLINICAL DATA REGISTRIES ARE CREATED TO INTEGRATE EHR AND PAYER DATA. THE REGISTRIES STRATIFY THE POPULATION, IDENTIFYING THOSE WITH THE HIGHEST LEVEL OF NEEDS. USING THIS INFORMATION, THE TEAM CAN ENGAGE WITH THE PATIENT TO DEVELOP AN INDIVIDUALIZED CARE MANAGEMENT PLAN AND CLOSE ANY CARE GAPS. OUR CARE TEAMS WORK TOGETHER TO DEVELOP PROGRAMS THAT ADDRESS THE NEEDS OF OUR PATIENTS, INCLUDING THOSE IN GOVERNMENT-BASED PROGRAMS AND THOSE PATIENTS AT HIGHER RISK FOR ADVERSE OUTCOMES. THESE EFFORTS RESULT IN IMPROVED HEALTH OUTCOMES, BETTER PATIENT EXPERIENCE, AND LOWER OVERALL UTILIZATION AND COST.MANY PATIENTS STRUGGLE TO MAINTAIN GOOD HEALTH DUE TO BARRIERS SUCH AS THE COST OF HEALTHY FOODS, HOUSING, TRANSPORTATION, AND UTILITY EXPENSES. TO ADDRESS THESE CHALLENGES, WE ROUTINELY ASK ALL PATIENTS ABOUT THEIR NEEDS IN THESE AREAS AND CONNECT THEM WITH COMMUNITY SERVICES THAT CAN HELP. IN THE PAST FISCAL YEAR, WE SCREENED OVER 240,000 PATIENTS ACROSS OUR SYSTEM FOR SOCIAL NEEDS DURING CLINIC VISITS OR HOSPITAL ADMISSIONS. PATIENTS WHO EXPRESS INTEREST IN RECEIVING SUPPORT ARE CONNECTED WITH EITHER A COMMUNITY HEALTH WORKER OR A SOCIAL WORKER.WE ALSO OFFER A PROGRAM CALLED "RESOURCEFUL," A PUBLIC RESOURCE DIRECTORY THAT CONNECTS COMMUNITY MEMBERS WITH THOUSANDS OF VERIFIED PROGRAMS PROVIDING FREE AND REDUCED-COST SERVICES. INFORMATION IS AVAILABLE AT WWW.WEARERESOURCEFUL.ORG. LAST YEAR, MORE THAN 19,000 PEOPLE USED THE WEBSITE, RESULTING IN 6,700 REFERRALS TO COMMUNITY-BASED ORGANIZATIONS. ADDITIONALLY, THROUGH VARIOUS COMMUNITY ENGAGEMENT ACTIVITIES, WE ADDED OVER 400 NEW PROGRAMS TO THE DIRECTORY THIS YEAR.MOST HEALTH CARE COSTS ARE DIRECTLY RELATED TO CARING FOR PATIENTS WHO HAVE CHRONIC CONDITIONS. ESSENTIA HEALTH IS COMMITTED TO IMPROVING HEALTH OUTCOMES FOR PATIENTS, ESPECIALLY THOSE WITH CHRONIC DISEASES. FOR EXAMPLE, ESSENTIA HEALTH OFFERS ONE-ON-ONE IN PERSON TOBACCO CESSATION COUNSELING BY TRAINED SPECIALISTS AT OVER 15 SITES ACROSS MINNESOTA, NORTH DAKOTA, AND WISCONSIN. WE ALSO OFFER VIRTUAL TOBACCO CESSATION COUNSELING ACROSS OUR CARE AREA, FROM SMALL RURAL COMMUNITIES TO MORE URBAN LOCATIONS, OFTEN SERVING PEOPLE LIVING ON LOW AND MODERATE INCOMES. ESSENTIA HEALTH OFFERS DIABETES PREVENTION EDUCATION AND FALLS PREVENTION PROGRAMS IN OUR COMMUNITIES. THIS WORK HAS BEEN RECOGNIZED BY A NUMBER OF COMMENDATIONS AND AWARDS FROM GOVERNMENT AGENCIES. THESE COMMUNITY-BASED EFFORTS ARE FREE TO THE PUBLIC AND ALL INDIVIDUALS ARE WELCOME.ADDITIONALLY, ESSENTIA HEALTH SUPPORTS THE HEALTH OF OUR COMMUNITIES THROUGH ACTIVE RESEARCH AND CLINICAL TRIALS THROUGH THE ESSENTIA INSTITUTE OF RURAL HEALTH (EIRH). EIRH CONDUCTS CLINICAL, TRANSLATIONAL, AND HEALTH SERVICES RESEARCH WITH A PRIMARY FOCUS ON THE NEEDS OF RURAL AMERICANS. VARIOUS ESSENTIA HEALTH ORGANIZATIONS CONTRIBUTED APPROXIMATELY $2.6 MILLION IN SUPPORT TO EIRH DURING THE PAST YEAR. ESSENTIA HEALTH IS ALSO A PRIMARY SUPPORTER OF MEDICAL EDUCATION, PARTICULARLY IN THE AREA OF RURAL PRIMARY CARE. ESSENTIA HEALTH PHYSICIANS SERVE AS FACULTY AND PRECEPTORS FOR THE UNIVERSITY OF MINNESOTA SCHOOL OF MEDICINE IN DULUTH, MN. ESSENTIA HEALTH ALSO PROVIDES FUNDING, ADMINISTRATIVE SUPPORT, AND RESIDENCY OPPORTUNITIES FOR THE DULUTH FAMILY MEDICINE RESIDENCY PROGRAM. THIS PROGRAM IS VITAL IN ADDRESSING THE GROWING SHORTAGE OF PRIMARY CARE PHYSICIANS IN RURAL COMMUNITIES. |
| PART VI, LINE 6: | AFFILIATED HEALTH CARE SYSTEM:ESSENTIA HEALTH DULUTH AND ESSENTIA HEALTH VIRGINIA ARE PART OF ESSENTIA HEALTH, AN INTEGRATED HEALTH SYSTEM WITH 14 HOSPITALS, APPROXIMATELY 80 CLINICS, SIX LONG-TERM CARE FACILITIES, TWO ASSISTED LIVING FACILITIES, THREE INDEPENDENT LIVING FACILITIES, SEVERAL REHABILITATION CENTERS, SEVEN AMBULANCE SERVICES, 29 RETAIL PHARMACIES, ONE RESEARCH INSTITUTE, AND HOME HEALTH SERVICES IN THREE STATES: MINNESOTA, NORTH DAKOTA, AND WISCONSIN. ESSENTIA HEALTH SERVES A PREDOMINANTLY RURAL POPULATION WHOSE MEDIAN INCOMES GENERALLY FALL BELOW THE AVERAGES OF THE STATES WHERE THEY LIVE. THE PRESENCE OF OUR CLINICS AND HOSPITALS ENSURES THAT PEOPLE WITH FEW ECONOMIC RESOURCES DO NOT HAVE TO DRIVE AN HOUR OR MORE TO RECEIVE BASIC (AND IN SOME CASES LIFESAVING) MEDICAL CARE.IN ADDITION TO STAFFING HOSPITALS AND CLINICS IN FEDERALLY RECOGNIZED UNDERSERVED AREAS, ESSENTIA HEALTH SUPPORTS THE HEALTH OF COMMUNITIES THROUGH ACTIVE OUTREACH PROGRAMS THAT BRING ONCOLOGISTS, CARDIOLOGISTS, AND OTHERS INTO SMALL HOSPITALS AND CLINICS. ESSENTIA HEALTH'S SIZE AND INTEGRATED STRUCTURE ALSO ALLOW US TO EXTEND SERVICES LIKE CHEMOTHERAPY, WOUND CARE, AND HOSPICE CARE TO SMALLER COMMUNITIES.PATIENTS ARE ABLE TO TRAVEL SEAMLESSLY BETWEEN ESSENTIA HEALTH'S SMALLER COMMUNITY CLINICS AND ITS LARGER SPECIALTY CARE CENTERS THANKS TO SIGNIFICANT INVESTMENTS IN ELECTRONIC HEALTH RECORDS (EHRS). ALMOST EVERY ESSENTIA HEALTH HOSPITAL AND CLINIC IS LINKED TO THIS SYSTEM, ALLOWING CLINICIANS TO SHARE EVERYTHING FROM LAB RESULTS AND RADIOLOGY IMAGES TO NOTES ON CLINIC VISITS, HOSPITAL STAYS, AND SERVICES LIKE PHYSICAL REHABILITATION.THE EHR IS ALSO AN INCREASINGLY VALUABLE TOOL FOR PATIENTS AND THEIR FAMILIES, THANKS TO THE PATIENT PORTAL, MYCHART, WHICH OFFERS PATIENTS SECURE, 24/7 ONLINE ACCESS TO THEIR MEDICAL RECORD. MYCHART ALSO ALLOWS PATIENTS TO CONTACT THEIR PHYSICIAN OR CLINIC THROUGH DIRECT MESSAGING, SCHEDULE APPOINTMENTS, PARTICIPATE IN VIRTUAL CARE AND ORDER MEDICATION REFILLS. THESE SERVICES ARE OFFERED AT NO COST TO PATIENTS AND THEIR AUTHORIZED FAMILY, FRIENDS, AND CAREGIVERS.ESSENTIA HEALTH ALSO PROMOTES THE HEALTH OF ALL ITS COMMUNITIES THROUGH ADHERENCE TO EVIDENCE-BASED BEST PRACTICE STANDARDS AND CLINICAL QUALITY GOALS DESIGNED TO ENSURE THAT PATIENTS RECEIVE THE SAME HIGH STANDARD OF CARE AT ANY ESSENTIA HEALTH HOSPITAL OR CLINIC.THE ESSENTIA INSTITUTE OF RURAL HEALTH (EIRH) ACTIVELY SUPPORTS COMMUNITY HEALTH THROUGH ITS TRANSLATIONAL AND HEALTH SERVICES RESEARCH WITH A PRIMARY FOCUS ON THE NEEDS OF RURAL AMERICANS. EIRH ALSO SPONSORS A NUMBER OF CONFERENCES AND OTHER EDUCATIONAL EVENTS, OPEN TO ALL MEDICAL PROFESSIONALS IN THE REGION, TO ENSURE THAT RURAL CLINICIANS HAVE ACCESS TO CURRENT MEDICAL EDUCATION AND TRAINING CLOSE TO HOME.VIRTUAL CARE ALLOWS PATIENTS TO RECEIVE CARE FROM A PROVIDER WHO IS NOT AVAILABLE IN THEIR HOME COMMUNITY OR FOR THE PATIENT'S CONVENIENCE. THESE APPOINTMENTS TAKE PLACE IN A PATIENT'S HOME, LOCAL CLINICS OR HOSPITALS THROUGH SECURE INTERACTIVE VIDEOCONFERENCING. THIS EXPERIENCE OFFERS THE SAME HIGH-QUALITY CARE THAT PATIENTS EXPECT DURING AN IN-PERSON VISIT. VIRTUAL CARE IS AVAILABLE WITH CARE TEAMS FROM PRIMARY CARE, BEHAVIORAL HEALTH AND MULTIPLE OTHER SPECIALTIES. IN ADDITION, ESSENTIA HEALTH OFFERS VIDEO VISITS ON DEMAND FOR SAME DAY CARE, ONLINE E-VISITS FOR COMMON CONDITIONS AND FREE MEDICAL ADVICE FROM OUR REGISTERED NURSES THROUGH OUR NURSE CARE LINE ANY TIME OF DAY OR NIGHT.ESSENTIA HEALTH'S HOSPITALS AND CLINICS PLAY ADDITIONAL ROLES IN PROMOTING HEALTH WITHIN THEIR COMMUNITIES. EACH ESSENTIA HEALTH HOSPITAL CONDUCTS A COMMUNITY HEALTH ASSESSMENT TO DETERMINE THE UNIQUE HEALTH NEEDS OF COMMUNITY RESIDENTS. THESE ASSESSMENTS, WHICH ARE BASED ON INPUT FROM A BROAD RANGE OF COMMUNITY RESIDENTS AND STAKEHOLDERS, ARE THE BASIS FOR ACTION PLANS AIMED AT ADDRESSING THE COMMUNITY'S MOST PRESSING HEALTH NEEDS. MOST RECENTLY, TOPICS OF CONCERN HAVE INCLUDED ELIMINATING SOCIAL AND ECONOMIC BARRIERS TO HEALTH AND WELLNESS, IMPROVING NUTRITION AND PHYSICAL ACTIVITY, AND ADDRESSING HOUSING, CHILD CARE, AND MENTAL WELL-BEING. THESE ISSUES ARE THEN ADDRESSED THROUGH COLLABORATION WITH GOVERNMENT AGENCIES, AND OTHER NON-PROFITS.IN AN EFFORT TO HELP SOME OF OUR COMMUNITIES' AT-RISK POPULATIONS REMAIN AT HOME AND OUT OF THE HOSPITAL OR NURSING HOME, ESSENTIA HEALTH HAS COMMUNITY PARAMEDIC PROGRAMS IN FARGO, ND, AS WELL AS BRAINERD, DETROIT LAKES, DEER RIVER, VIRGINA AND ADA, MN. PARAMEDICS MAKE HOUSE CALLS TO PATIENTS WHO HAVE BEEN IDENTIFIED AS AT RISK FOR EMERGENCY DEPARTMENT VISITS. DURING THE CALLS, THEY TAKE VITAL SIGNS, ASSESS POSSIBLE HEALTH AND SAFETY RISKS, AND DETERMINE IF PATIENTS MAY BENEFIT FROM ADDITIONAL COMMUNITY RESOURCES.ESSENTIA HEALTH EMPLOYEES CONTRIBUTE DIRECTLY TO THE HEALTH AND WELLNESS OF THEIR COMMUNITIES BY VOLUNTEERING IN PROGRAMS RANGING FROM HABITAT FOR HUMANITY TO UNITED WAY TO FOOD AND CLOTHING DRIVES. THEY ARE ACTIVE FUNDRAISERS FOR HEALTH-RELATED ORGANIZATIONS IN THEIR COMMUNITIES, LIKE LOCAL CHAPTERS OF THE AMERICAN HEART ASSOCIATION. ESSENTIA HEALTH ENCOURAGES AND SUPPORTS THESE VOLUNTEER EFFORTS IN A VARIETY OF WAYS, INCLUDING SPONSORSHIPS, FINANCIAL CONTRIBUTIONS, AND VOLUNTEER RECOGNITION.WE ALSO SUPPORT COMMUNITY HEALTH THROUGH CONTRIBUTIONS THAT FOCUS ON PROGRAMS AND SERVICES THAT BENEFIT THE OVERALL HEALTH OF THE COMMUNITIES WE SERVE. SOME EXAMPLES OF THESE PROGRAMS ARE FARMERS MARKETS, COMMUNITY GARDENS, WORKFORCE DEVELOPMENT PROGRAMS, AND TRANSPORTATION ACCESS PROGRAMS. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | MN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN BIRKEBEINER SKI FOUNDATION INC | ||||||||
| 10527 MAIN STREET | HAYWARD | WI | 54843 | 391503175 | 501(C)3 | $14,150 | $0 | PROGRAM SUPPORT |
| ARROWHEAD PARISH NURSE ASSOCIATION | ||||||||
| PO BOX 16328 | DULUTH | MN | 55816 | 461527679 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF THE NORTHLAND | ||||||||
| PO BOX 16435 | DULUTH | MN | 55816 | 410969947 | 501(C)3 | $10,100 | $0 | PROGRAM SUPPORT |
| BRAINERD FAMILY YMCA | ||||||||
| 602 OAK STREET | BRAINERD | MN | 56401 | 410693938 | 501(C)3 | $20,000 | $0 | PROGRAM SUPPORT |
| BRIDGES OF HOPE | ||||||||
| PO BOX 742 | BRAINERD | MN | 56401 | 721538846 | 501(C)3 | $5,162 | $0 | PROGRAM SUPPORT |
| CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC | ||||||||
| 2231 CATLIN AVE | SUPERIOR | WI | 54880 | 391478768 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| CENTRAL LAKES COLLEGE FOUNDATION | ||||||||
| 501 W COLLEGE DR | BRAINERD | MN | 56401 | 237007111 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| CHESTER BOWL IMPROVEMENT CLUB | ||||||||
| 1801 E SKYLINE PARKWAY | DULUTH | MN | 55812 | 411410681 | 501(C)3 | $12,500 | $0 | PROGRAM SUPPORT |
| CHURCHES UNITED IN MINISTRY | ||||||||
| 102 WEST 2ND ST | DULUTH | MN | 55802 | 411227969 | 501(C)3 | $15,300 | $0 | PROGRAM SUPPORT |
| CITY OF AURORA | ||||||||
| PO BOX 160 | AURORA | MN | 55705 | 416004946 | CITY OF AURORA | $10,000 | $0 | PROGRAM SUPPORT |
| CITY OF DULUTH | ||||||||
| 411 W 1 ST ROOM 107 | DULUTH | MN | 55802 | 416005105 | CITY OF DULUTH | $125,000 | $0 | PROGRAM SUPPORT |
| CITY OF SANDSTONE | ||||||||
| 119 FOURTH STREET | SANDSTONE | MN | 55072 | 416005528 | CITY OF SANDSTONE | $189,400 | $0 | PROGRAM SUPPORT |
| CLOQUET AREA FIRE DISTRICT | ||||||||
| 508 CLOQUET AVENUE | CLOQUET | MN | 55720 | 263735110 | $10,844 | $0 | PROGRAM SUPPORT | |
| COLLEGE OF ST SCHOLASTICA | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55806 | 410698301 | 501(C)3 | $266,974 | $0 | PROGRAM SUPPORT |
| DIVINE KONNECTIONS INC | ||||||||
| 2122 WOODLAND AVE | DULUTH | MN | 55803 | 850808588 | 501(C)3 | $20,000 | $0 | PROGRAM SUPPORT |
| DULUTH AREA FAMILY YMCA | ||||||||
| 302 WEST FIRST ST | DULUTH | MN | 55802 | 410693931 | 501(C)3 | $93,400 | $0 | PROGRAM SUPPORT |
| DULUTH BETHEL SOCIETY | ||||||||
| 23 MESABA AVE | DULUTH | MN | 55806 | 410694691 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| ESSENTIA HEALTH FOUNDATION | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | 501(C)3 | $50,000 | $0 | PROGRAM SUPPORT |
| FAITH UNITED METHODIST CHURCH | ||||||||
| 1531 HUGHITT AVE | SUPERIOR | WI | 54880 | 391840533 | 501(C)3 | $7,500 | $0 | PROGRAM SUPPORT |
| FIRST WITNESS CHILD ABUSE RESOURCE CENTER | ||||||||
| 4 WEST 5TH ST | DULUTH | MN | 55806 | 411737291 | 501(C)3 | $60,000 | $0 | PROGRAM SUPPORT |
| FOND DU LAC TRIBAL & COMMUNITY COLLEGE FOUNDATION | ||||||||
| 2101 14TH STREET | CLOQUET | MN | 55720 | 411849304 | 501(C)3 | $8,250 | $0 | PROGRAM SUPPORT |
| GLORIA DEI LUTHERAN CHURCH | ||||||||
| 219 N 6TH AVE EAST | DULUTH | MN | 55805 | 410718322 | 501(C)3 | $12,000 | $0 | PROGRAM SUPPORT |
| GRAND RAPIDS AREA COMMUNITY FOUNDATION | ||||||||
| 350 NW 1ST AVE | GRAND RAPIDS | MN | 55744 | 411761590 | 501(C)3 | $7,000 | $0 | PROGRAM SUPPORT |
| HAPPY DAYS LEARNING CENTER INC | ||||||||
| 760 MINERS DR E | ELY | MN | 55731 | 410959526 | 501(C)3 | $5,200 | $0 | PROGRAM SUPPORT |
| HEAD OF THE LAKES UNITED WAY | ||||||||
| 314 W SUPERIOR ST | DULUTH | MN | 55802 | 410857077 | 501(C)3 | $8,500 | $0 | PROGRAM SUPPORT |
| IRON RANGE PARTNERSHIP FOR SUSTAINABILITY | ||||||||
| PO BOX 1165 | VIRGINIA | MN | 55792 | 275050532 | 501(C)3 | $11,320 | $0 | PROGRAM SUPPORT |
| LAKES AREA KIDS ENRICHMENT FOUNDATION | ||||||||
| 35808 CO RD 66 | CROSSLAKE | MN | 56442 | 812149088 | 501(C)3 | $25,000 | $0 | PROGRAM SUPPORT |
| LINCOLN PARENT TEACHER ORGANIZATION | ||||||||
| 1114 E 23RD ST | HIBBING | MN | 55746 | 471762624 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 501 SEVENTH AVENUE | NEW YORK | NY | 10018 | 133030229 | 501(C)3 | $15,000 | $0 | PROGRAM SUPPORT |
| LUTHERAN SOCIAL SERVICE OF MINNESOTA | ||||||||
| 2485 COMO AVE | ST PAUL | MN | 55108 | 410872993 | 501(C)3 | $7,500 | $0 | PROGRAM SUPPORT |
| MILLER DWAN FOUNDATION | ||||||||
| 225 W SUPERIOR ST 110 | DULUTH | MN | 55802 | 237396466 | 501(C)3 | $111,308 | $0 | PROGRAM SUPPORT |
| MONTGOMERY SPORTS FOUNDATION | ||||||||
| 5018 IDLEWILD ST | DULUTH | MN | 55804 | 933922878 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| NEIGHBORHOOD YOUTH SERVICES INC | ||||||||
| 300 E 2ND ST | DULUTH | MN | 55805 | 992290577 | 501(C)3 | $15,000 | $0 | PROGRAM SUPPORT |
| NORTH ST LOUIS COUNTY HABITAT FOR HUMANITY | ||||||||
| PO BOX 24 | VIRGINIA | MN | 55792 | 411791050 | 501(C)3 | $29,780 | $0 | PROGRAM SUPPORT |
| NORTHERN EXPRESSIONS ARTS COLLECTIVE | ||||||||
| 3403 RESTORMEL ST | DULUTH | MN | 55806 | 411941973 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| NORTHERN WATERS PARISH NURSE MINISTRY INC | ||||||||
| 3500 TOWER AVE | SUPERIOR | WI | 54880 | 392001278 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| NORTHLAND ARBORETUM | ||||||||
| 14250 CONSERVATION DR | BRAINERD | MN | 56401 | 411269093 | 501(C)3 | $10,000 | $0 | PROGRAM SUPPORT |
| NORTHLAND FOUNDATION | ||||||||
| 202 W SUPERIOR ST STE 610 | DULUTH | MN | 55802 | 411554455 | 501(C)3 | $18,000 | $0 | PROGRAM SUPPORT |
| PEQUOT LAKES PUBLIC SCHOOLS | ||||||||
| 30805 OLSON STREET | PEQUOT LAKES | MN | 56472 | 416008420 | INDEPENDENT SCHOOL D | $10,000 | $0 | PROGRAM SUPPORT |
| POLAR CUBS CHILDCARE CENTER | ||||||||
| 5185 HIGHWAY 73 | FLOODWOOD | MN | 55736 | 882899808 | 501(C)3 | $20,000 | $0 | PROGRAM SUPPORT |
| PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT INC | ||||||||
| 32 E 1ST ST STE 200 | DULUTH | MN | 55802 | 411350021 | 501(C)3 | $20,200 | $0 | PROGRAM SUPPORT |
| SCHOOL DISTRICT OF SUPERIOR | ||||||||
| 3025 TOWER AVE | SUPERIOR | WI | 54880 | 396004736 | INDEPENDENT SCHOOL D | $7,600 | $0 | PROGRAM SUPPORT |
| SECOND HARVEST NORTHERN LAKES FOOD BANK | ||||||||
| 4503 AIRPARK BLVD | DULUTH | MN | 55811 | 363479964 | 501(C)3 | $110,450 | $0 | PROGRAM SUPPORT |
| SMART NORTH | ||||||||
| 1724 SUMMIT AVE | MINNEAPOLIS | MN | 55403 | 863782715 | 501(C)3 | $20,000 | $0 | PROGRAM SUPPORT |
| ST ANN'S HOME | ||||||||
| 330 EAST THIRD STREET | DULUTH | MN | 55805 | 410696491 | 501(C)3 | $5,100 | $0 | PROGRAM SUPPORT |
| UNITED WAY OF NORTHEASTERN MINNESOTA | ||||||||
| 608 EAST DR | CHISHOLM | MN | 55719 | 410908454 | 501(C)3 | $21,500 | $0 | PROGRAM SUPPORT |
| YWCA OF DULUTH | ||||||||
| 32 EAST FIRST ST STE 202 | DULUTH | MN | 55802 | 410696493 | 501(C)3 | $7,700 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 46 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS: ESSENTIA HEALTH DULUTH PROVIDES GRANT MONIES TO NON-PROFIT ORGANIZATIONS, SCHOOLS, CIVIC ORGANIZATIONS, GOVERNMENT ENTITIES AND FAITH-BASED ORGANIZATIONS THAT DEMONSTRATE THE MISSION OR VALUES OF ESSENTIA HEALTH. THE ESSENTIA HEALTH EAST BOARD OF DIRECTORS DELEGATES AUTHORITY TO THE COMMUNITY CONTRIBUTIONS COMMITTEE TO DISTRIBUTE A POOL OF FUNDS DEDICATED TO COMMUNITY BENEFITS. THE COMMUNITY CONTRIBUTIONS COMMITTEE IS RESPONSIBLE FOR INFORMING THE ESSENTIA HEALTH EAST BOARD OF DIRECTORS ON FUNDING PRIORITIES AND CRITERIA. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL REPORT WITHIN ONE YEAR OF RECEIVING FUNDS. ADDITIONALLY, ESSENTIA HEALTH DULUTH'S COMMUNITY HEALTH IMPROVEMENT PARTNERSHIP PROGRAM PROVIDES FUNDING TO EXTERNAL NON-PROFIT PARTNERS RESPONDING TO NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). EACH ORGANIZATION SIGNS A GRANT AGREEMENT AND IS HELD ACCOUNTABLE FOR PROGRESS ON THEIR PROJECT, WITH REQUIRED PERFORMANCE TRACKING REPORTS DUE EVERY SIX MONTHS. CONTRIBUTIONS TO THE ESSENTIA HEALTH FOUNDATION, A RELATED ORGANIZATION, ARE MADE TO COVER THEIR OPERATING EXPENSES. ESSENTIA HEALTH DULUTH MAY ALSO MAKE DESIGNATED DONATIONS TO THE ESSENTIA HEALTH FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACI MORRIS | ||||||||||||||
| TREASURER/REL ORG CHIEF FINCL OFF | $0 | $702,675 | $0 | $269,075 | $0 | $82,980 | $0 | $142,406 | $0 | $2,280 | $0 | $1,199,416 | $0 | $71,480 |
| BRADLEY BEARD | ||||||||||||||
| CHIEF OPERATING OFFICER | $644,035 | $0 | $243,376 | $0 | $112,737 | $0 | $134,559 | $0 | $44,487 | $0 | $1,179,194 | $0 | $90,640 | $0 |
| WILLIAM HEEGAARD MD | ||||||||||||||
| PRESIDENT - EAST THRU 4/24 | $330,418 | $0 | $0 | $136,878 | $117,800 | $390,851 | $72,253 | $8,380 | $20,462 | $21,251 | $540,933 | $557,360 | $0 | $0 |
| KRISTA SKORUPA MD | ||||||||||||||
| PRESIDENT - EAST | $593,854 | $0 | $210,216 | $0 | $2,326 | $0 | $129,886 | $0 | $16,256 | $0 | $952,538 | $0 | $0 | $0 |
| JASON SCHULTZ MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $482,166 | $287,234 | $0 | $0 | $1,558 | $485 | $106,094 | $21,429 | $26,991 | $16,624 | $616,809 | $325,772 | $0 | $0 |
| MICHAEL WATTERS | ||||||||||||||
| SECRETARY/REL ORG CHIEF LEGAL OFF | $0 | $506,819 | $0 | $192,028 | $0 | $74,281 | $0 | $109,834 | $0 | $41,565 | $0 | $924,527 | $0 | $62,797 |
| RHONDA KAZIK | ||||||||||||||
| CHIEF NURSE EXECUTIVE | $468,896 | $0 | $189,548 | $0 | $26,946 | $0 | $105,482 | $0 | $28,104 | $0 | $818,976 | $0 | $13,802 | $0 |
| JANICE SCHADE | ||||||||||||||
| SENIOR VP, OPERATIONS THRU 3/24 | $105,903 | $0 | $124,911 | $0 | $405,214 | $0 | $17,445 | $0 | $30,119 | $0 | $683,592 | $0 | $22,221 | $0 |
| KEVIN BOREN | ||||||||||||||
| VICE PRESIDENT, FINANCE | $422,051 | $0 | $86,826 | $0 | $45,936 | $0 | $80,855 | $0 | $42,953 | $0 | $678,621 | $0 | $23,244 | $0 |
| TAMMY KRITZER | ||||||||||||||
| SENIOR VICE PRESIDENT, OPERATIONS | $363,233 | $0 | $131,986 | $0 | $41,862 | $0 | $85,264 | $0 | $13,201 | $0 | $635,546 | $0 | $23,346 | $0 |
| TROY DUININCK MD | ||||||||||||||
| BD DIRECTOR/REL ORG PHYS & DIV CHAIR | $0 | $546,405 | $0 | $0 | $0 | $1,501 | $0 | $27,600 | $0 | $42,161 | $0 | $617,667 | $0 | $0 |
| ANNE STEPHEN MD | ||||||||||||||
| CHIEF MEDICAL OFFICER THRU 5/24 | $222,571 | $0 | $0 | $200,424 | $76,108 | $0 | $15,608 | $39,988 | $14,514 | $684 | $328,801 | $241,096 | $65,980 | $0 |
| TODD DEFREECE | ||||||||||||||
| SENIOR VICE PRESIDENT, OPERATIONS | $0 | $294,079 | $0 | $117,008 | $0 | $1,572 | $0 | $77,284 | $0 | $39,717 | $0 | $529,660 | $0 | $0 |
| TRENT NOBLES | ||||||||||||||
| SENIOR VP, OPERATIONS THRU 3/25 | $246,386 | $0 | $51,877 | $0 | $15,876 | $0 | $42,232 | $0 | $29,468 | $0 | $385,839 | $0 | $0 | $0 |
| SARA LOKSTAD MD | ||||||||||||||
| ASSOCIATE CHIEF MEDICAL OFFICER | $0 | $337,041 | $0 | $0 | $0 | $504 | $0 | $21,266 | $0 | $1,685 | $0 | $360,496 | $0 | $0 |
| SAMUEL STONE | ||||||||||||||
| ADMINISTRATOR - VIRGINIA | $258,850 | $0 | $33,829 | $0 | $623 | $0 | $14,364 | $0 | $43,617 | $0 | $351,283 | $0 | $0 | $0 |
| ERIK JULSRUD | ||||||||||||||
| MEDICAL PHYSICS MANAGER | $273,083 | $0 | $12,500 | $0 | $764 | $0 | $14,404 | $0 | $42,554 | $0 | $343,305 | $0 | $0 | $0 |
| JAN BALDWIN MD | ||||||||||||||
| BOARD DIRECTOR/RELATED ORG PHYSICIAN | $0 | $256,218 | $0 | $0 | $0 | $1,844 | $0 | $20,737 | $0 | $29,435 | $0 | $308,234 | $0 | $0 |
| VICKI SCHEER | ||||||||||||||
| ADMINISTRATOR THRU 2/25 | $221,751 | $0 | $28,465 | $0 | $1,217 | $0 | $12,993 | $0 | $37,907 | $0 | $302,333 | $0 | $0 | $0 |
| KENNETH MONGER | ||||||||||||||
| FINANCE DIRECTOR | $213,124 | $0 | $17,811 | $0 | $1,366 | $0 | $11,579 | $0 | $33,516 | $0 | $277,396 | $0 | $0 | $0 |
| ERIC NELSON | ||||||||||||||
| SENIOR VICE PRESIDENT, OPERATIONS | $168,270 | $0 | $50,000 | $0 | $1,287 | $0 | $28,000 | $0 | $1,005 | $0 | $248,562 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH DULUTH'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINES 4A-B | SEVERANCE PAYMENT: HIGHEST-COMPENSATED EMPLOYEE WILLIAM HEEGAARD, MD RECEIVED PAYMENTS TOTALING $393,086 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, HEEGAARD WILL RECEIVE PAY TOTALING $1,095,026 AND BENEFITS TOTALING $45,337 FROM JUNE 2, 2024 TO DECEMBER 2, 2025. KEY EMPLOYEE JANICE SCHADE RECEIVED PAYMENTS TOTALING $266,083 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, SCHADE WILL RECEIVE PAY TOTALING $576,514 AND BENEFITS TOTALING $24,526 FROM MARCH 29, 2024 TO SEPTEMBER 30, 2025. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ESSENTIA HEALTH'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO DESIGNATED ESSENTIA HEALTH EXECUTIVES. THERE IS A MINIMUM FOUR YEAR VESTING DATE, OR VESTING IS AUTOMATIC UPON REACHING RETIREMENT AGE, DEATH, DISABILITY OR INVOLUNTARY TERMINATION WITHOUT CAUSE. BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING AND PAYABLE FROM ESSENTIA HEALTH'S GENERAL ASSETS. REPORTED AS OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B (III), THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A RECEIVED PAYMENT OF THE VESTED BENEFIT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: TRACI MORRIS $78,928 BRADLEY BEARD $90,640 WILLIAM HEEGAARD, MD $112,499 MICHAEL WATTERS $62,797 RHONDA KAZIK $15,955 JANICE SCHADE $38,499 KEVIN BOREN $27,172 TAMMY KRITZER $36,428 ANNE STEPHEN, MD $65,980 REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C, ESSENTIA HEALTH MADE CONTRIBUTIONS, SUBJECT TO THE VESTING TERMS, DURING THE YEAR INTO THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ON BEHALF OF THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A: TRACI MORRIS $114,806 BRADLEY BEARD $106,959 WILLIAM HEEGAARD, MD $48,668 KRISTA SKORUPA, MD $91,234 JASON SCHULTZ, MD $85,394 MICHAEL WATTERS $84,801 RHONDA KAZIK $77,882 KEVIN BOREN $53,255 TAMMY KRITZER $60,450 ANNE STEPHEN, MD $32,992 TODD DEFREECE $49,684 TRENT NOBLES $42,232 ERIC NELSON $28,000 |
| PART I, LINE 8 | INITIAL CONTRACT EXCEPTION: ESSENTIA HEALTH DULUTH'S CHIEF MEDICAL OFFICER, JASON SCHULTZ, MD, AND ITS SENIOR VICE PRESIDENT OF OPERATIONS, ERIC NELSON, RECEIVED COMPENSATION DURING THE YEAR UNDER INITIAL EMPLOYMENT AGREEMENTS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THROUGH THE ESSENTIA HEALTH EXECUTIVE COMPENSATION COMMITTEE, THESE COMPENSATION ARRANGEMENTS WERE REVIEWED AND APPROVED BY INDEPENDENT PERSONS USING COMPARABILITY DATA; DELIBERATIONS AND DECISIONS WERE DOCUMENTED. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DULUTH ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| A | 900848286 | 26444CHF2 | 2018-11-01 | $704,253,406 | SRS 2018A (SEE PART VI) | 0 | 0 | 0 |
| DULUTH ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| B | 900848286 | 000000000 | 2020-05-15 | $65,000,000 | SRS 2020D (SEE PART VI) | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $687,157,762 | $84,275,359 | $5,561,412 | $597,320,991 | 2023 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $22,166,188 | $172,037 | $21,994,151 | 2023 | 0 | 0 | Yes (1) | Yes (1) | $2,447,935 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SEE PART VI | ||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| (no name) | ||||||||||
| B | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: DULUTH ECONOMIC DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2023 |
| SCHEDULE K: | ADDITIONAL INFORMATION/COMMENTS RELATING TO THE REPORTING OF LIABILITIES BY RELATED ORGANIZATIONS: ESSENTIA HEALTH HAS AN OBLIGATED GROUP CREATED UNDER THE MASTER TRUST INDENTURE WHICH IS COMPOSED OF THE FOLLOWING MEMBERS: ESSENTIA HEALTH, ESSENTIA HEALTH EAST, ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER, ESSENTIA HEALTH ST. MARY'S-DETROIT LAKES, ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, ESSENTIA HEALTH DULUTH, ESSENTIA HEALTH POLINSKY MEDICAL REHABILITATION CENTER, ESSENTIA HEALTH ST. MARY'S HOSPITAL-SUPERIOR, ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC, ST. MARY'S INNOVIS HEALTH, THE DULUTH CLINIC, LTD. AND ESSENTIA HEALTH WEST (THE "OBLIGATED GROUP MEMBERS"). THE OBLIGATED GROUP MEMBERS ARE JOINTLY AND SEVERALLY OBLIGATED ON ALL INDEBTEDNESS EVIDENCED OR SECURED BY NOTES ISSUED UNDER THE MASTER TRUST INDENTURE. SERIES 2018A: THE SERIES 2018A BONDS ARE SECURED BY NOTES ISSUED UNDER THE MASTER TRUST INDENTURE. THE OBLIGATED GROUP MEMBERS: ESSENTIA HEALTH, ESSENTIA HEALTH EAST, THE DULUTH CLINIC, LTD., ESSENTIA HEALTH DULUTH, ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER, ESSENTIA HEALTH ST. MARY'S-DETROIT LAKES, ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC, AND ESSENTIA HEALTH WEST ARE THE CONDUIT BORROWERS OF THE SERIES 2018A BONDS. THE CONDUIT BORROWERS ESSENTIA HEALTH, ESSENTIA HEALTH ST. MARY'S-DETROIT LAKES, ESSENTIA HEALTH DULUTH, THE DULUTH CLINIC, LTD., ESSENTIA HEALTH WEST, AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER HAVE RECORDED A PORTION OF THE BOND LIABILITY ON THEIR BALANCE SHEETS WHICH ARE CONSOLIDATED WITH ESSENTIA HEALTH. SERIES 2020D: THE SERIES 2020D BONDS ARE SECURED BY NOTES ISSUED UNDER THE MASTER TRUST INDENTURE. THE OBLIGATED GROUP MEMBERS: ESSENTIA HEALTH, ESSENTIA HEALTH WEST, AND ESSENTIA HEALTH EAST ARE THE CONDUIT BORROWERS OF THE SERIES 2020D BONDS. THE OBLIGATED GROUP MEMBERS ESSENTIA HEALTH DULUTH, ESSENTIA HEALTH ST. MARY'S-DETROIT LAKES, AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER AND NON-OBLIGATED GROUP MEMBER ESSENTIA HEALTH SURGERY CENTERS ARE INDIRECT BENEFICIARIES OF THE SERIES 2020D BORROWING AND HAVE RECORDED A PORTION OF THE BOND LIABILITY ON THEIR BALANCE SHEETS WHICH ARE CONSOLIDATED WITH ESSENTIA HEALTH. |
| SCHEDULE K, PART 1, COLUMN (F): | DESCRIPTION OF PURPOSE: SERIES 2018A: ACQUIRE, CONSTRUCT, BUILD, AND EQUIP MEDICAL CAMPUS PROJECT IN DULUTH, MN; REFUND SERIES 2008E BONDS ISSUED MAY 2, 2008 TO REFINANCE SERIES 1997 BONDS ISSUED DECEMBER 18, 1997 TO FINANCE EQUIPMENT PURCHASES IN DULUTH, MN AND FINANCE PROPERTY ACQUISITIONS, CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES IN NORTHERN MINNESOTA; AND REFUND SERIES 2014 BONDS ISSUED JULY 29, 2014 TO REFINANCE PRIOR NOTE USED FOR CAPITAL IMPROVEMENTS TO SKILLED NURSING FACILITY LOCATED IN DETROIT LAKES, MN AND VARIOUS CONSTRUCTION PROJECTS AND EQUIPMENT PURCHASES IN BAXTER, FRAZEE, AND PELICAN RAPIDS, MN AND FINANCE CAPITAL EXPENDITURES TO REPLACE THE CHILLER UNIT FOR ESSENTIA HEALTH VIRGINIA, RENOVATE APPROXIMATELY 118,000 SQUARE FEET OF CLINIC SPACE FOR ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC, REMODEL AND EQUIP EXISTING CLINIC SPACE IN EMILY, MN FOR ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER, AND EXPAND AND REMODEL THE IMAGING AREA IN THE EMERGENCY ROOM OF ESSENTIA HEALTH ST. MARY'S-DETROIT LAKES' HOSPITAL. SERIES 2020D: ACQUIRE, CONSTRUCT, RENOVATE, AND EQUIP CERTAIN HEALTH FACILITIES IN DULUTH, CLOQUET, PARK RAPIDS, AND PINE RIVER, MN. |
| SCHEDULE K, PART II, LINE 3: | ISSUE PRICE: THE SERIES 2018A AND 2020D BONDS WERE ISSUED BY THE ESSENTIA HEALTH OBLIGATED GROUP. THE ISSUE PRICE LISTED IN ESSENTIA HEALTH DULUTH'S SCHEDULE K, PART I, COLUMN (E) REPRESENTS THE ESSENTIA HEALTH OBLIGATED GROUP'S TOTAL BORROWING. IN ADDITION, THE SERIES 2018A AND 2020D TOTAL PROCEEDS ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. |
| SCHEDULE K, PART II, LINES 3 THROUGH 12: | PROCEEDS: THE SERIES 2018A AND 2020D BONDS WERE ISSUED BY THE ESSENTIA HEALTH OBLIGATED GROUP. A PORTION OF THE SERIES 2018A AND 2020D BORROWINGS WERE ALLOCATED TO ESSENTIA HEALTH DULUTH, AN ESSENTIA HEALTH OBLIGATED GROUP MEMBER. THE PROCEEDS LISTED IN ESSENTIA HEALTH DULUTH'S SCHEDULE K, PART II, LINES 3 THROUGH 12 REPRESENT ESSENTIA HEALTH DULUTH'S ALLOCATED PORTION OF THE PROCEEDS. |
| SCHEDULE K, PART IV, LINE 5B: | NAME OF PROVIDER OF GIC: NATIXIS FUNDING CORP & THE TORONTO-DOMINION BANK |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUBSTANTIAL CONTRIBUTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $1,948,585 | TransactionAmt |
| Transaction | INDEPENDENT CONTRACTOR ARRANGEMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A: | 1099 REPORTING: VENDOR PAYMENTS AND FORM 1099S WERE PROCESSED THROUGH ESSENTIA HEALTH ON BEHALF OF THE LEGAL ENTITIES COMPRISING ESSENTIA HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER OF ORGANIZATION: ESSENTIA HEALTH IS THE SOLE MEMBER OF ESSENTIA HEALTH DULUTH. ESSENTIA HEALTH HAS RESERVED POWERS WITH RESPECT TO ESSENTIA HEALTH DULUTH AS DESCRIBED IN SCHEDULE O, PART VI, LINES 7A & 7B. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER WITH RIGHT TO ELECT GOVERNING BODY: ESSENTIA HEALTH DULUTH'S GOVERNING BODY CONSISTS OF THE SAME INDIVIDUALS SERVING ON ESSENTIA HEALTH EAST'S BOARD OF DIRECTORS. ESSENTIA HEALTH, AS THE SOLE MEMBER OF ESSENTIA HEALTH EAST, HAS THE POWER TO APPOINT AND REMOVE ESSENTIA HEALTH EAST'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBER WITH RIGHT TO APPROVE GOVERNING BODY DECISION: ESSENTIA HEALTH SHALL HAVE THE FOLLOWING RESERVED POWERS, FOR THE PURPOSES OF SERVING AS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE NETWORK THAT INCLUDES ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM"): (A) STRATEGIC AND BUSINESS PLANS. AUTHORITY TO CREATE, APPROVE AND AMEND THE CORPORATION'S STRATEGIC AND BUSINESS PLANS. (B) MISSION. AUTHORITY TO CREATE, APPROVE AND AMEND THE CORPORATION'S MISSION, PURPOSE, AND VISION STATEMENTS. (C) DEBT. APPROVAL OF THE INCURRENCE OF DEBT AND THE CREATION OF ALL MORTGAGES, LIENS, SECURITY INTERESTS, OR OTHER ENCUMBRANCES ON THE CORPORATION'S ASSETS IN EXCESS OF THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY THE MEMBER'S BOARD OF DIRECTORS, AND THE AUTHORITY TO CAUSE THE CORPORATION TO PARTICIPATE IN SYSTEM BORROWING. (D) GOVERNING INSTRUMENTS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS. (E) APPOINTMENT AND REMOVAL OF DIRECTORS. AUTHORITY TO APPOINT AND REMOVE ALL DIRECTORS ON THE CORPORATION'S BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE. (F) MERGERS AND ACQUISITIONS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL MERGERS, CONSOLIDATIONS, AND DISSOLUTIONS OF THE CORPORATION. (G) AFFILIATIONS AND JOINT VENTURES. AUTHORITY TO CAUSE, AND TO APPROVE, ALL AFFILIATIONS, JOINT VENTURES, AND OTHER ALLIANCES WITH THIRD PARTIES BY THE CORPORATION. (H) TRANSFER OF ASSETS WITHIN THE SYSTEM. AUTHORITY TO TRANSFER THE CORPORATION'S ASSETS, INCLUDING CASH, BETWEEN AND AMONG ENTITIES WITHIN THE SYSTEM; PROVIDED, HOWEVER, THAT THE MEMBER SHALL NOT HAVE AUTHORITY TO REQUIRE THE CORPORATION TO TRANSFER ASSETS (I) THAT WOULD CAUSE IT TO BE IN DEFAULT OF ITS COVENANTS OR OBLIGATIONS UNDER ANY BOND OR OTHER FINANCING DOCUMENTS, (II) 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 ("ERDS"), IN THE JUDGMENT OF THE LOCAL ORDINARY, OR (III) SUCH THAT MONEY GENERATED BY SERVICES AT SECULAR FACILITIES WITHIN THE SYSTEM BY PROCEDURES THAT ARE CONTRARY TO THE ERDS WOULD BE USED AT THE CATHOLIC ENTITIES OR MONEY GENERATED BY THE CATHOLIC ENTITIES WOULD BE USED IN THE PROVIDING OF SERVICES CONTRARY TO THE ERDS AT SECULAR FACILITIES WITHIN THE SYSTEM. (I) TRANSFER OF ASSETS OUTSIDE THE SYSTEM. AUTHORITY TO CAUSE, AND TO APPROVE, THE SALE, LEASE OR OTHER TRANSFER OF THE CORPORATION'S ASSETS TO PARTIES OUTSIDE OF THE SYSTEM WHEN THE ASSET'S VALUE EXCEEDS THE SINGLE OR AGGREGATE LIMITS PRESCRIBED IN WRITING BY THE MEMBER'S BOARD OF DIRECTORS. (J) SERVICES. AUTHORITY TO CAUSE, AND TO APPROVE, THE OFFERING OR DISCONTINUANCE OF SERVICES AND SERVICE LOCATIONS BY THE CORPORATION. (K) BUDGETS. APPROVAL OF THE CORPORATION'S CAPITAL AND OPERATING BUDGETS. (L) PROFESSIONAL SERVICES. SELECTION OF THE CORPORATION'S GENERAL LEGAL COUNSEL AND EXTERNAL AUDITORS. (M) CORPORATE ACQUISITIONS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL CORPORATE ACQUISITIONS BY THE CORPORATION. (N) MARKETING. THE CORPORATION'S PARTICIPATION IN SYSTEM-WIDE MARKETING AND PROMOTIONAL ACTIVITIES. (O) COMPLIANCE PLANS. AUTHORITY TO CREATE, APPROVE AND AMEND THE CORPORATION'S COMPLIANCE, SAFETY AND RISK MANAGEMENT PLANS. (P) QUALITY PLAN. AUTHORITY TO CREATE, APPROVE AND AMEND THE CORPORATION'S QUALITY PLAN. (Q) 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 THE MEMBER'S BOARD OF DIRECTORS. (R) HUMAN RESOURCES. AUTHORITY TO CREATE, APPROVE AND AMEND THE CORPORATION'S HUMAN RESOURCE POLICIES AND PROCEDURES. (S) SYSTEM COMPENSATION. AUTHORITY, ON BEHALF OF THE CORPORATION, TO DEVELOP AND IMPLEMENT COMPENSATION STRATEGIES, POLICIES, AND PROCEDURES ON A SYSTEM-WIDE BASIS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS: THE CURRENT FORM 990, INCLUDING ALL SCHEDULES, WAS REVIEWED BY MANAGEMENT AND THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FINANCE LEADER REVIEWED THE FORM AND SCHEDULES AND ANY QUESTIONS WERE DISCUSSED. EACH CURRENT DIRECTOR OF THE GOVERNING BODY RECEIVED A FINAL COPY OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCING CONFLICT OF INTEREST POLICY: ESSENTIA HEALTH'S COMPREHENSIVE CONFLICT OF INTEREST PROGRAM PREVENTS, DETECTS, AND RESOLVES ACTUAL CONFLICTS OF INTERESTS OR THE ACTUAL OR POTENTIAL APPEARANCE OF SUCH. FIDUCIARIES, DEFINED AS AN ESSENTIA HEALTH BOARD MEMBER/TRUSTEE, OFFICER, BOARD COMMITTEE MEMBER, SENIOR MANAGEMENT EMPLOYEE, OR ANY OTHERS CONSIDERED TO BE IN A POSITION OF INFLUENCE, ARE COVERED UNDER ESSENTIA HEALTH'S CONFLICT OF INTEREST PROGRAM. UPON INITIAL APPOINTMENT, EACH FIDUCIARY MUST COMPLETE AN INITIAL CONFLICT OF INTEREST STATEMENT AND DISCLOSURE QUESTIONNAIRE. AT THE CONCLUSION OF EACH CALENDAR YEAR, EACH FIDUCIARY MUST COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT AND DISCLOSURE QUESTIONNAIRE. AS NEEDED, A FIDUCIARY WILL UPDATE THEIR MOST RECENTLY COMPLETED QUESTIONNAIRE EACH TIME THE FIDUCIARY BECOMES AWARE OF A FINANCIAL INTEREST, A POTENTIAL CONFLICT, OR CHANGE TO ANY INFORMATION THAT THE FIDUCIARY PREVIOUSLY REPORTED. ESSENTIA HEALTH'S CHIEF COMPLIANCE OFFICER WILL COLLECT THE QUESTIONNAIRES AND EVALUATE THE DISCLOSURES. IF A FIDUCIARY HAS A POTENTIAL CONFLICT OF INTEREST, THE CHIEF COMPLIANCE OFFICER OR THEIR DESIGNEE MAY REQUEST ADDITIONAL INFORMATION FROM THE FIDUCIARY, THE MANAGEMENT TEAM, AND OTHERS. DURING THE EVALUATION PROCESS, THE CHIEF COMPLIANCE OFFICER MAY ALSO CONSULT WITH ESSENTIA HEALTH'S BOARD AND AUDIT COMMITTEE CHAIRS, SENIOR MANAGEMENT, LEGAL DEPARTMENT, OR APPROPRIATE REPRESENTATIVES FROM ESSENTIA HEALTH. THE CHIEF COMPLIANCE OFFICER REPORTS TO THE ESSENTIA HEALTH AUDIT COMMITTEE AND THE ESSENTIA HEALTH BOARD OF DIRECTORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST DISCLOSED BY THE FIDUCIARY, ALONG WITH RECOMMENDED ACTIONS. THE ESSENTIA HEALTH BOARD OF DIRECTORS (OR DESIGNEE) WILL THEN DETERMINE WHETHER TO APPROVE THE SITUATION OR TO IMPLEMENT SPECIAL CONTROLS TO MANAGE THE POTENTIAL CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER WILL THEN OFFICIALLY NOTIFY THE FIDUCIARY IN WRITING OF THE BOARD'S DECISION. THE DECISION OF WHETHER OR NOT THE DISCLOSURE CONSTITUTES A CONFLICT WILL BE AT THE ESSENTIA HEALTH BOARD OF DIRECTOR'S (OR DESIGNEE) SOLE DISCRETION, AND ITS CONCERN MUST BE THE WELFARE OF ESSENTIA HEALTH AND ITS AFFILIATE(S) AND THE ADVANCEMENT OF ITS PURPOSES. WHEN THE ESSENTIA HEALTH BOARD OF DIRECTORS (OR DESIGNEE) CONSIDERS A FIDUCIARY'S DISCLOSURE AS A CONFLICT OF INTEREST, SPECIAL CONTROLS WILL BE IDENTIFIED TO MANAGE, ELIMINATE OR REDUCE THE LIKELIHOOD AND/OR APPEARANCE OF A CONFLICT ARISING. CONTROLS MAY INCLUDE, BUT ARE NOT LIMITED TO: A. IF THE CONFLICT INVOLVES AN ON-GOING MATTER OR RELATIONSHIP, THE FIDUCIARY MUST NOT PARTICIPATE IN BOARD, BOARD COMMITTEE, OR MANAGEMENT DISCUSSIONS RELATED TO THE CONFLICT AND MUST RECUSE THEMSELVES AND, IF APPROPRIATE, WITHDRAW FROM ANY BOARD MEETING OR PORTION THEREOF WHERE THE MATTER IS BEING DISCUSSED AND DURING THE VOTE ON THE POTENTIAL CONFLICT OF INTEREST. THE FIDUCIARY MAY ANSWER QUESTIONS AT THE BOARD'S OR THE BOARD COMMITTEE'S REQUEST. B. IF THE CONFLICT INVOLVES A SPECIFIC TRANSACTION OR DECISION, THE FIDUCIARY WILL FULLY DISCLOSE THEIR INTEREST AND ALL RELATED MATERIAL FACTS. THE BOARD OR COMMITTEE OF THE BOARD WILL DETERMINE WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO ESSENTIA HEALTH OR ITS AFFILIATE(S). IF THE BOARD DETERMINES A CONFLICT DOES NOT EXIST, THE FIDUCIARY MAY PROCEED WITH THE TRANSACTION; HOWEVER, THEY WILL NOT BE ELIGIBLE TO VOTE ON RELATED ISSUES SHOULD THEY ARISE. IF THE BOARD DETERMINES A CONFLICT DOES EXIST, THE FIDUCIARY WILL BE NOTIFIED OF THE DECISION REGARDING WHETHER THE CONTEMPLATED TRANSACTION WILL BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. FORM 990, PART VI, LINE 12: POLICY APPLIES TO DISREGARDED ENTITY ESSENTIA HEALTH VIRGINIA, LLC. FORM 990, PART VI, LINE 13: POLICY APPLIES TO DISREGARDED ENTITY ESSENTIA HEALTH VIRGINIA, LLC. FORM 990, PART VI, LINE 14: POLICY APPLIES TO DISREGARDED ENTITY ESSENTIA HEALTH VIRGINIA, LLC. FORM 990, PART VI, LINE 15: PROCESS APPLIES TO DISREGARDED ENTITY ESSENTIA HEALTH VIRGINIA, LLC. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION: THE INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE OF ESSENTIA HEALTH'S BOARD OF DIRECTORS IS AUTHORIZED TO FULFILL THE BOARD'S RESPONSIBILITIES REGARDING EXECUTIVE COMPENSATION CONSISTENT WITH ESSENTIA'S MISSION, VALUES AND TAX-EXEMPT STATUS, AND THE EXECUTIVE COMPENSATION COMMITTEE'S CHARTER. THE EXECUTIVE COMPENSATION COMMITTEE MEETS AT LEAST TWICE ANNUALLY TO CARRY OUT ITS RESPONSIBILITIES, WHICH INCLUDE, BUT ARE NOT LIMITED TO, ESTABLISHING, REVIEWING AND MODIFYING, AS APPROPRIATE, REASONABLE COMPENSATION AND BENEFITS FOR DESIGNATED ESSENTIA EXECUTIVES WHO ARE OFFICERS OR KEY EMPLOYEES OF ESSENTIA OR ANY OF ITS AFFILIATES WHICH MAY BE PAID BY RELATED ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE ENGAGES QUALIFIED INDEPENDENT COMPENSATION ADVISORS TO PROVIDE OBJECTIVE AND IMPARTIAL COMPARATIVE DATA AND TO EXPRESS OPINIONS ON TOTAL COMPENSATION REASONABLENESS. THE EXECUTIVE COMPENSATION COMMITTEE MAY REQUEST ITS INDEPENDENT ADVISORS TO: MONITOR COMPARABILITY DATA AND MARKETPLACE TRENDS; MAKE APPROPRIATE RECOMMENDATIONS REGARDING SALARY RANGES; AND PERIODICALLY REVIEW THE MARKET COMPETITIVENESS OF ESSENTIA EXECUTIVE COMPENSATION PACKAGES. PRIOR TO ESTABLISHING OR ADJUSTING EXECUTIVE COMPENSATION, THE EXECUTIVE COMPENSATION COMMITTEE WILL OBTAIN AND RELY UPON APPROPRIATE DATA AS TO COMPARABILITY OF THE PROPOSED COMPENSATION OR ADJUSTMENTS. THE EXECUTIVE COMPENSATION COMMITTEE WILL ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THOSE DETERMINATIONS. THE EXECUTIVE COMPENSATION COMMITTEE MINUTES WILL INCLUDE: THE TERMS OF THE APPROVED COMPENSATION AND THE DATE APPROVED; THE EXECUTIVE COMPENSATION COMMITTEE MEMBERS PRESENT DURING THE REVIEW, DISCUSSION AND APPROVAL OF THE PROPOSED COMPENSATION AND THOSE WHO VOTED ON THE PROPOSED COMPENSATION; IDENTIFICATION OF THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE EXECUTIVE COMPENSATION COMMITTEE AND HOW THE DATA WAS OBTAINED; ANY ACTIONS BY A MEMBER OF THE EXECUTIVE COMPENSATION COMMITTEE HAVING A CONFLICT OF INTEREST; AND DOCUMENTATION OF THE BASIS FOR THE DETERMINATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2025 FOR ESSENTIA HEALTH DULUTH'S CHIEF OPERATING OFFICER, CHIEF MEDICAL OFFICER, CHIEF NURSE EXECUTIVE, AND SENIOR VICE PRESIDENTS OF OPERATIONS, AND IN 2024 FOR ITS VICE PRESIDENT OF FINANCE AND ADMINISTRATOR. THE ESSENTIA HEALTH PHYSICIAN AND PROVIDER COMPENSATION COMMITTEE HAS AN ANNUAL COMPENSATION PROCESS THAT INCLUDES A REVIEW AND RECOMMENDATION OF THE UPCOMING FISCAL YEAR'S PHYSICIAN AND PROVIDER COMPENSATION PLAN RATES AND THE COMPENSATION PLAN METHODOLOGY. COMPENSATION RATES FOR THE ESSENTIA HEALTH PHYSICIAN LEADERSHIP ARE RECOMMENDED BY THE ESSENTIA HEALTH SYSTEM EXECUTIVE LEADERSHIP TEAM BASED ON ITS REVIEW OF MARKET SURVEYS, REGIONAL COMPETITIVE FACTORS, AND THE ANNUAL BUDGET PROCESS. THE COMPENSATION OF ESSENTIA HEALTH PHYSICIAN, PROVIDER AND PHYSICIAN LEADERSHIP, INCLUDING APPOINTED CHIEF AND CHAIR POSITIONS, IS REVIEWED AND APPROVED BY THE ESSENTIA HEALTH BOARD OF DIRECTORS. THIS PROCESS WAS LAST UNDERTAKEN IN 2025 FOR ESSENTIA HEALTH DULUTH'S ASSOCIATE CHIEF MEDICAL OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO THE PUBLIC: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 24E: | AFFILIATE REVENUE AND EXPENSE ALLOCATION: ESSENTIA HEALTH DULUTH, ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, THE DULUTH CLINIC, LTD., AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER ALLOCATE CERTAIN REVENUES AND EXPENSES DIRECTLY TO ESSENTIA HEALTH DULUTH, ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, THE DULUTH CLINIC, LTD., ESSENTIA HEALTH SANDSTONE, ESSENTIA HEALTH ST. MARY'S HOSPITAL-SUPERIOR, ESSENTIA HEALTH NORTHERN PINES, ESSENTIA HEALTH POLINSKY MEDICAL REHABILITATION CENTER, ESSENTIA HEALTH DEER RIVER, ESSENTIA HEALTH VIRGINIA, ESSENTIA HEALTH SURGERY CENTERS, ESSENTIA HEALTH MOOSE LAKE, ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER, AND ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC, ALL RELATED ORGANIZATIONS. NET AFFILIATE REVENUE AND EXPENSE ALLOCATIONS OF ($59,721,388) INCLUDE THE FOLLOWING TYPES OF REVENUE AND EXPENSES: PATIENT REVENUE; NONPATIENT REVENUE; AMORTIZATION AND DEPRECIATION; INTEREST; PROFESSIONAL FEES; PURCHASED SERVICES; REPAIRS AND MAINTENANCE; SALARIES, WAGES, AND RELATED BENEFITS; SUPPLIES; UTILITIES; AGENCY FEES; PROVIDER AND OTHER TAXES; AND OTHER EXPENSES. |
| FORM 990, PART XI, LINE 9: | CHANGE IN MINIMUM PENSION LIABILITY 224,026. NET ASSET TRANSFERS WITH RELATED ORGANIZATIONS 27,452. |
| FORM 990, PART XII, LINE 3: | CONSOLIDATED UNIFORM GUIDANCE AUDIT: ESSENTIA HEALTH VIRGINIA, AS PART OF ESSENTIA HEALTH'S CONSOLIDATED FINANCIAL STATEMENTS, WAS REQUIRED AND UNDERWENT A CONSOLIDATED AUDIT SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R. PART 200, SUBPART F. THE CONSOLIDATED AUDIT IS REVIEWED BY THE ESSENTIA HEALTH AUDIT COMMITTEE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSENTIA HEALTH VIRGINIA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460909870 | EIN |
| Primary Activities | HOSPITAL/CLINIC/SKILLED NURSING FACILITY | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $160,037,510 | TotalIncomeAmt |
| End Of Year Assets | $71,959,889 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMDC MEDICAL CENTER | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRAINERD MEDICAL CENTER INC | |||||||||||
| 2024 S 6TH ST | BRAINERD | MN | 56401 | 371532148 | CLINIC | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| BRIDGES MEDICAL CENTER | |||||||||||
| 201 9TH ST W | ADA | MN | 56510 | 200479568 | HOSPITAL/CLINIC | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| DEER RIVER HEALTHCARE CENTER INC | |||||||||||
| 115 10TH AVE NE | DEER RIVER | MN | 56636 | 410844574 | HOSPITAL/CLINIC/SKILLED NURSING FACILITY | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ESSENTIA HEALTH | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 200360007 | SUPPORTING ORG | MN | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| ESSENTIA HEALTH ACO INC | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 993256474 | SUPPORTING ORG | DE | 501(C)(3) | LINE 12A, I | ESSENTIA HEALTH | Yes (1) | |
| ESSENTIA HEALTH FOUNDATION | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | FOUNDATION | MN | 501(C)(3) | LINE 7 | ESSENTIA HEALTH | Yes (1) | |
| ESSENTIA HEALTH MOOSE LAKE | |||||||||||
| 4572 COUNTY ROAD 61 | MOOSE LAKE | MN | 55767 | 845099016 | HOSPITAL/CLINIC | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ESSENTIA HEALTH SURGERY CENTERS | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 881577422 | SURGERY CENTER | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ESSENTIA INSTITUTE OF RURAL HEALTH | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271291124 | RESEARCH | MN | 501(C)(3) | LINE 4 | THE DULUTH CLINIC LTD | Yes (1) | |
| FIRST CARE MEDICAL SERVICES | |||||||||||
| 900 HILLIGOSS BLVD SE | FOSSTON | MN | 56542 | 410706143 | HOSPITAL/CLINIC/SKILLED NURSING FACILITY | MN | 501(C)(3) | LINE 3 | INNOVIS HEALTH LLC | Yes (1) | |
| GRACEVILLE HEALTH CENTER | |||||||||||
| 115 WEST 2ND ST | GRACEVILLE | MN | 56240 | 410726173 | HOSPITAL/CLINIC/SKILLED NURSING FACILITY | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| INNOVIS HEALTH LLC | |||||||||||
| 3000 32ND AVE S | FARGO | ND | 58103 | 261175213 | HOSPITAL/CLINIC | DE | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| MIDWEST MEDICAL EQUIPMENT AND SUPPLIES INC | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 411674021 | MEDICAL EQUIPMENT | MN | 501(C)(3) | LINE 10 | ST MARY'S MEDICAL CENTER | Yes (1) | |
| NORTHERN PINES MEDICAL CENTER | |||||||||||
| 5211 HWY 110 | AURORA | MN | 55705 | 410841441 | HOSPITAL/CLINIC/SKILLED NURSING FACILITY | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| PINE MEDICAL CENTER | |||||||||||
| 705 LUNDORFF DR S | SANDSTONE | MN | 55072 | 411884597 | HOSPITAL | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| POLINSKY MEDICAL REHABILITATION CENTER | |||||||||||
| 1600 MILLER TRUNK HWY BLDG C | DULUTH | MN | 55811 | 410691275 | REHABILITATION SERVICES | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ST JOSEPH'S MEDICAL CENTER | |||||||||||
| 523 N 3RD ST | BRAINERD | MN | 56401 | 410695602 | HOSPITAL/CLINIC | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ST MARY'S DULUTH CLINIC HEALTH SYSTEM | |||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 411836633 | SUPPORTING ORG | MN | 501(C)(3) | LINE 12B, II | ESSENTIA HEALTH | Yes (1) | |
| ST MARY'S EMS | |||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411805811 | EMERGENCY SERVICES | MN | 501(C)(3) | LINE 10 | ESSENTIA HEALTH | Yes (1) | |
| ST MARY'S HOSPITAL OF SUPERIOR | |||||||||||
| 3500 TOWER AVE | SUPERIOR | WI | 54880 | 411811073 | HOSPITAL/CLINIC | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ST MARY'S INNOVIS HEALTH | |||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 262861321 | PHARMACY | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ST MARY'S MEDICAL CENTER | |||||||||||
| 402 E 2ND ST | DULUTH | MN | 55805 | 410695604 | HOSPITAL | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| ST MARY'S REGIONAL HEALTH CENTER | |||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411620386 | HOSPITAL/CLINIC/SKILLED NURSING FACILITY | MN | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
| THE DULUTH CLINIC LTD | |||||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 410883623 | CLINIC | DE | 501(C)(3) | LINE 3 | ESSENTIA HEALTH | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTSIDE SURGICAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N 9TH ST | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831888619 | EIN |
| Primary Activities | AMBULATORY SURGERY CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH INSURANCE SERVICES SPC LTD | ||||||||||||||
| PO BOX 1159 | GRAND CAYMAN | CJ | K71-1102 | 981829514 | SELF INSURANCE | CJ | N/A | C | Yes (1) | |||||
| MID DAKOTA CLNIC INC | ||||||||||||||
| 450311334 | CLINIC OPERATIONS CEASED 9/30/22 | N/A | C | Yes (1) | 502 E 2ND ST | DULUTH | MN | 55805 | ND | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ESSENTIA HEALTH | ||
| A | $440,425 | ACTUAL COSTS |
| ESSENTIA HEALTH | ||
| M | $83,685,237 | ACTUAL COSTS |
| ESSENTIA HEALTH | ||
| P | $46,559,917 | ACTUAL COSTS |
| ESSENTIA HEALTH FOUNDATION | ||
| B | $50,000 | ACTUAL COSTS |
| ESSENTIA HEALTH FOUNDATION | ||
| C | $263,188 | ACTUAL COSTS |
| MIDWEST MEDICAL EQUIPMENT AND SUPPLIES INC | ||
| S | $3,800,000 | ACTUAL COSTS |
| POLINSKY MEDICAL REHABILITATION CENTER | ||
| A | $645,523 | ACTUAL COSTS |
| ST JOSEPH'S MEDICAL CENTER | ||
| P | $72,600 | ACTUAL COSTS |
| ST MARY'S MEDICAL CENTER | ||
| A | $50,160,000 | ACTUAL COSTS |
| ST MARY'S MEDICAL CENTER | ||
| Q | $599,617 | ACTUAL COSTS |
| THE DULUTH CLINIC LTD | ||
| A | $110,310 | ACTUAL COSTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (A): | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING ESSENTIA HEALTH ENTITIES HAVE A DOING BUSINESS AS NAME: LEGAL NAME; DOING BUSINESS AS NAME BRAINERD MEDICAL CENTER, INC.; ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC BRIDGES MEDICAL CENTER; ESSENTIA HEALTH ADA DEER RIVER HEALTHCARE CENTER, INC.; ESSENTIA HEALTH DEER RIVER FIRST CARE MEDICAL SERVICES; ESSENTIA HEALTH FOSSTON GRACEVILLE HEALTH CENTER; ESSENTIA HEALTH HOLY TRINITY HOSPITAL INNOVIS HEALTH, LLC; ESSENTIA HEALTH WEST MIDWEST MEDICAL EQUIPMENT AND SUPPLIES, INC.; ESSENTIA HEALTH MEDICAL EQUIPMENT & SUPPLIES NORTHERN PINES MEDICAL CENTER; ESSENTIA HEALTH NORTHERN PINES PINE MEDICAL CENTER; ESSENTIA HEALTH SANDSTONE POLINSKY MEDICAL REHABILITATION CENTER; ESSENTIA HEALTH POLINSKY MEDICAL REHABILITATION CENTER SMDC MEDICAL CENTER; ESSENTIA HEALTH DULUTH ST. JOSEPH'S MEDICAL CENTER; ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER ST. MARY'S DULUTH CLINIC HEALTH SYSTEM; ESSENTIA HEALTH EAST ST. MARY'S EMS; ESSENTIA HEALTH EMS ST. MARY'S HOSPITAL OF SUPERIOR; ESSENTIA HEALTH ST. MARY'S HOSPITAL-SUPERIOR ST. MARY'S MEDICAL CENTER; ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER ST. MARY'S REGIONAL HEALTH CENTER; ESSENTIA HEALTH ST. MARY'S-DETROIT LAKES | ExplanationTxt |