2024-08-12T09:36:45-05:00 2023-09-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-10-01 410713914 Winona Health Services Inc WINO 5074543650 855 Mankato Ave Winona MN 55987 Jessica Remington CFO 5074543650 2024-08-09 1 1 Kim Hunwardsen CPA P00484560 6122536500 2024-08-08 2022 2024-08-08 14:25:15Z Rachelle Heising-Schultz 855 Mankato Ave Winona MN 55987 111121466 0 X www.winonahealth.org X 1894 MN Hospital Services 17 12 1020 260 2662623 4208 4941659 1110715 105327697 105631545 826381 4379206 0 0 111095737 111121466 21374 56735 0 0 63764430 68344888 0 0 0 49808843 53818029 113594647 122219652 -2498910 -11098186 127675264 116360896 62203848 61301763 65471416 55059133 X To inspire, recognize, and empower the caregiver in all of us. 1 0 103303077 56735 102968922 Winona Health Services (WHS), a 49-bed hospital, has provided care to its community and services from birth to death for 130 plus years. It is the sole community provider in the Winona, Minnesota area. In fiscal year 2023, WHS had 1,349 admissions, 178 births, 3,492 inpatient and outpatient surgeries, and 11,731 visits to the emergency room.To fulfill its mission of community service, the Corporation provides care to patients and residents who meet certain criteria under its charity care and community benefit policy without charge or at amounts less than its established rates. Because the Corporation does not pursue collection of amounts determined to qualify as charity care, they are not reported as patient and resident service revenue.Charity Care: WHS provides medical care to the community regardless of an individual's ability to pay. The charity care cost based on charges foregone was approximately $675,366 for FY 2023. In furtherance of its charitable purpose, the Corporation provides a wide variety of benefits to the community. These services and donations account for a measurable portion of the Corporation's costs and serve to promote healthy life styles, community development, health education, and affordable access to care.The Corporation maintains records to identify and monitor the level of community benefit services it provides. Those records include management's estimate of the cost to provide charity care, the cost of services and supplies furnished for community benefit programs and costs in excess of program payments for treating Medical Assistance patients.In addition to community benefit costs, the Corporation provides additional community contributions such as services to Medicare and Medicaid patients below the costs for treatment, other uncompensated care, discounted pricing to the uninsured, and pays taxes and fees. 103303077 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 94 0 1 1020 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X Jessica Remington 5074543650 855 Mankato Avenue Winona MN 55987 Ken Mogren Chair 3.00 2.00 X X 0 0 0 Steve Blue Director 3.00 2.00 X 0 0 0 Matthew Broghammer MD Director 40.00 2.00 X 658129 0 83342 E Allen Beguin MD Director 40.00 2.00 X 272250 0 55238 Hugh Miller Director 3.00 2.00 X 0 0 0 Toni Highum Director 3.00 2.00 X 0 0 0 Sandra Burke Director 3.00 2.00 X 0 0 0 Greg Evans Director 3.00 2.00 X 0 0 0 Nicholas Modjeski MD Director 40.00 2.00 X 240183 0 46990 Brian Semling Director 3.00 2.00 X 0 0 0 Robert Williams Director 3.00 2.00 X 0 0 0 David Vaselaar Director 3.00 2.00 X 0 0 0 Fatima Said Director 3.00 2.00 X 0 0 0 Todd Paulson Director 3.00 2.00 X 0 0 0 Dave Gilmer Director 3.00 2.00 X 0 0 0 Katrina Hammel MD Director 40.00 2.00 X 346918 0 69609 Rachelle Heising-Schultz President/CEO/Director 46.00 4.00 X X 616074 0 73406 Jan Brosnahan CFO/Treasurer (Oct-June) 48.00 2.00 X 291015 0 53442 Jessica Remington CFO/Treasurer (As of July) 48.00 2.00 X 143074 0 21503 Michael Donnenwerth Chief Medical Officer 40.00 0.00 X 248443 0 48581 Sarah Lallaman DO Pediatrician 40.00 0.00 X 258889 0 55252 Sara Gabrick VP Surgical/Specialty Care 42.00 0.00 X 224206 0 41203 Robin Hoeg VP Inpatient Services 40.00 0.00 X 221415 0 41989 Rebecca Lamberty Chief Administrative Offic 40.00 0.00 X 205838 0 31468 Andrew Millis MD Orthopedic Physician 40.00 0.00 X 955780 0 100874 George Ripeckyj MD Radiologist 40.00 0.00 X 770889 0 43541 Kevin Christiansen MD Dermatologist 40.00 0.00 X 602606 0 47450 Hans Serleth MD Surgeon 40.00 0.00 X 588321 0 75411 Wayne Kelly MD Emergency Medicine Physici 40.00 0.00 X 526713 0 73015 Christopher Watras DO ER Physican/Former Key Emp 40.00 0.00 X 370032 0 69302 7540775 0 1031616 98 1 1 0 Cerner Corp P O Box 959156 St Louis MO 63105 Services/Contracted 4890985 Staffency 221 W College Ave Floor 2 Appleton WI 54911 Contracted Labor 4046089 Medical Staffing Solutions Inc PO Box 101 Rice Lake WI 54868 Contracted Labor 911762 Mayo Collaborative P O Box 9146 Minneapolis MN 55480 Contracted Laboratory 823046 Weatherby Locums P O Box 972633 Dallas TX 75397 Contracted Labor 722448 23 719772 310017 80926 5437 1110715 Patient Service Revenue 900099 85303088 85303088 Pharmacy Revenue 456110 12624533 10198815 2425718 Purchased Service Revenue 900099 3833647 3833647 Supporting Revenue 900099 3813957 3577052 236905 56320 56320 105631545 4377774 4377774 1432 0 1432 1432 1432 111121466 102968922 2662623 4379206 X 56735 56735 4825831 2181908 2643923 458052 458052 49323241 44523485 4799756 1402491 1379296 23195 8855388 7448845 1406543 3479885 3031336 448549 53076 53076 99604 99604 26113 26113 15740668 12846207 2894461 354862 7138 347724 2944247 2523106 421141 4551320 316901 4234419 3082660 3082267 393 435699 346893 88806 61016 61016 464124 355195 108929 4735155 3623669 1111486 888193 679736 208457 Medical Supplies 14123834 14123834 Winona Clinic Pharmacy 5099300 5099300 MN Care Tax 1002146 1002146 156012 156012 122219652 103303077 18916575 0 5992620 7143165 16751965 14667452 3183594 3198610 1232639 1248763 103475533 68960555 32615493 34514978 35614245 29972956 11015943 6447643 2014538 2014538 19254227 17152791 127675264 116360896 11256949 11722705 17483793 15935272 33463106 33643786 62203848 61301763 X 65471416 55059133 65471416 55059133 127675264 116360896 X -11098186 685932 -29 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23233445 162293 2948962 1194557 25150143 28478937 1277453 -5975726 547219 23233445 25510634 243094 4075919 1350710 28478937 24524012 180653 1896815 1090846 25510634 24630482 285566 766745 1158781 24524012 0.07377 0.92623 0.00000 0 1 1 5140751 5140751 56606006 42345362 14260644 33999311 24259022 9740289 7729465 2356171 5373294 34514978 Defensive Equity Fund 4603243 F Global Equity Securities 1844400 F 6447643 Investment in Winona Area Ambulance Service 919950 Due from Affiliated Organizations 1076691 Operating Lease Right of Use Asset 15156150 17152791 Deferred Compensation Obligation 7232281 Payable to Affiliated Organizations 7532348 Deferred Revenue from Third Party Payor 228355 Finance Lease Liability 3495102 Operating Lease Liability 15155700 33643786 X Part V, Line 4: Winona Health Foundation endowments have multiple purposes; all of which deliver on the mission to inspire, recognize and empower the caregiver in all of us. The largest fund is the Ben & Adith Miller Patient Care Fund that pays the medical bills of Winona Health patients/residents who are under or uninsured. Other funds include the Senior Services Fund which is made up of the Glenn Fund for home care/hospice licensure and training, the Hospice Fund for general hospice services, the Alzheimer Fund for Alzheimer-related projects, and funds for unrestricted use by Winona Senior Services. There are also funds for general operating expenses. Part X, Line 2: The Corporation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Corporation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 1 1 X 1 X 1 X 0 1 0 1 1 424000 424000 0.00350 24307331 18714851 5592480 0.04580 24731331 18714851 6016480 0.04930 3938 115788 115788 0.00090 2108 489913 489913 0.00400 38227002 31859914 6367088 0.05210 15733 164407 164407 0.00130 21779 38997110 31859914 7137196 0.05830 21779 63728441 50574765 13153676 0.10760 950 2712 2712 0.00000 200 2657 2657 0.00000 2930 53720 53720 0.00040 200 6457 6457 0.00010 4280 65546 65546 0.00050 0 3451477 1380591 7765327 12124564 -4359237 X 1 1 1 Winona Area Ambulance Services Ambulance services 0.50000 0.00000 0.50000 1 1 Winona Health Services 855 Mankato Avenue Winona MN 55987 www.winonahealth.org 00701 X X X Urgent care & 2 provider based clinics Winona Health Services 1 0 0 1 X X X X X X X X X 21 1 0 1 1 X See Part V, Section C X 1 21 1 See Part V, Section C 0 1 X 200.000000000000 400.000000000000 X X X 1 1 X X X X 1 X See Part V, Section C X See Part V, Section C X See Part V, Section C X X X X X 1 X 0 X X X X 1 X 0 0 Winona Health Services Part V, Section B, Line 5: In conducting the 2022 Winona County CHNA, a systematic process was used to get a comprehensive overview of Winona County residents, examining indicators of population health, identifying critical issues, gathering input from community members, and determining strategic priorities to improve the health of the community. The CHNA process involved collecting population data and community input. Additional indicators of community health status were identified using existing local, state, and national secondary data sources.It was essential that information was gathered about community members whose voices and health statuses may not be represented through local, regional and national secondary data sources, specifically the Hmong, Laotian and Hispanic populations. Project FINE (Focus on Integrating Newcomers through Education) was engaged to translate surveys and administer the CHNA to the immigrant and refugee populations in the community.After reviewing the survey results, a series of seven listening sessions were hosted at a variety of locations in May and June 2022 to gain feedback related to the findings. All Winona County residents were invited to participate in listening sessions which were held in person and virtually. All but three sessions were open to the general public. Population-specific sessions were held at the Winona Community Day Center for those experiencing housing insecurity and later sessions were held in St. Charles and Winona for populations needing translation assistance from Project FINE. A total of 78 people attended listening sessions. In addition to community members, representatives of the following organizations participated in listening sessions:- Engage Winona- Family & Children's Center- Hiawatha Valley Mental Health Center- Live Well Winona- Project FINE- SEMCAC- SEMCIL- Winona Area Public Schools- Winona County Alliance for Substance Abuse Prevention (ASAP)- Winona County Board- Winona County Health & Human Services- Winona Family YMCA- Winona Health- Winona Volunteer Services Winona Health Services Part V, Section B, Line 6b: The assessment was done collaboratively with Winona Health and Winona County Human Services. Winona Health Services Part V, Section B, Line 11: The following health priorities were determined during the Winona County 2022 fiscal year community health needs assessment. Each priority has specific goals and activities identified. The implementation plan is not a stagnant document, but a dynamic resource that adjusts based on feedback and need. As learnings, partnerships, and new ideas emerge, new solutions will be brought forth to impact these areas in collaboration with others in the community.Community change is a long-term process and requires everyone. Winona Health and Winona County Public Health intend to create sub-committees around each of the different priority areas to mobilize interested community members to positively impact health. This will be done in partnership and will be outlined in more detail in the Community Health Improvement Plan (CHIP) led by Winona County Public Health. These documents will be aligned and complementary to each other. The implementation plan below highlights strategies that engage Winona Health resources, and it was adopted by the Winona Health Board of Directors in August of 2022. Priority 1: Mental Health and Wellbeing: Support the mental health and wellbeing of Winona County residents. This included:-Expanded treatment and service options to individuals with diagnosed mental illness. -Created awareness of mental health needs and treatment options.-Supported the overall mental health of all residents resulting in an increased sense of purpose and wellbeing.Over the course of the last four CHNA periods (Fiscal years 2013, 2016, 2019, 2022), there has been a consistent increasingly negative trend around mental health and wellbeing. As comparison points, in 2013 15.6% of mailed survey respondents indicated they have been told by a medical doctor they have anxiety or panic attacks. In 2022, that same percentage increased to 30.5%.Priority 2: Health Equity: Strive for equity to foster a healthy and thriving community for all. This included: -Improved awareness and access to culturally appropriate resources and education. -Improved communication between individuals who have different cultural backgrounds and beliefs.-Created or supported existing systems that positively impact determinants of health. -Recognized and systematically measured disparities in health so they can be eliminated. The World Health Organization (WHO) defines health inequities as "the differences in health status or in the distribution of health resources between different population groups, arising from the social conditions in which people are born, grow, live, work and age." Work in this priority area focuses on creating a space where all people can achieve their health potential, regardless of these factors. Evidence of this priority area was expressed via questions around discrimination, disparities in health seen in secondary data sources, and differences in risk factors and health based on income, gender, race, ethnicity, and other determinants of health. Priority 3: Healthy Behaviors: Support behaviors that promote health and result in the reduction of chronic disease.-Increased access to education on health behaviors related to weight management, substance use, and physical activity. Increase the percentage of community members living with a healthy weight.-Decreased incidence of chronic disease via increased physical activity and improved nutritional habits.-Reduced health risks by leveraging affordable strategies that reach all people for self-management of chronic disease.Body Mass Index (BMI) data indicated that more than 65% of mailed survey respondents are considered overweight or obese. While there are acknowledged limitations of using BMI, it is still a useful measure because it has been shown to correlate with measures of body fat percentage. More than 50% of mailed survey respondents also indicated that they were trying to lose weight. Though many express a desire to lose weight, still 62.9% of respondents to the mailed survey were not meeting physical activity guidelines. Additional Consideration: Social Connectedness Encourage social connectedness across the community.Though explicitly stated tactics around social connectedness were not addressed in this plan, there is recognized association between social connectedness and each of the other priority areas of healthy behaviors, health equity, and mental health and wellbeing. As a result, social connectedness is an underlying tenet to any activity in this plan and in the future. In particular, 44% of mailed survey respondents expressed they lost social connectedness related to the COVID-19 pandemic. An additional question inquired about the role of social support for healthy behaviors. This measure showed that 33% of mailed survey respondents cited no one to exercise with as the reason they did not get enough physical activity. These statistics, in addition to feelings of isolation during social distancing, emphasize the need for community building across our county. Schedule H, Part V, Line 7 and 10: https://www.winonahealth.org/wp-content/uploads/2022/09/WC-WH-Community-Health-Needs-Assessment-2022.pdfhttps://www.winonahealth.org/wp-content/uploads/2022/09/WC-CHNA-Implementation-Plan-2022.pdf Schedule H, Part V, Line 16a-c: https://www.winonahealth.org/patient-information/billing/financial-assistance-care-program/https://www.winonahealth.org/patient-information/billing/financial-assistance-care-program/https://www.winonahealth.org/patient-information/billing/financial-assistance-care-program/ 4 1 - Lake Winona Manor 865 Mankato Avenue Winona MN 55987 Skilled Nursing Facility 2 - Watkins Manor 175 E Wabasha Street Winona MN 55987 Assisted Living 3 - Adith Miller Manor 885 Mankato Avenue Winona MN 55987 Memory Care Assisted Living 4 - Roger Metz Manor 875 Mankato Avenue Winona MN 55987 Memory Care Assisted Living Part I, Line 6a: The community benefit report is included in the annual report and community benefit information is listed in quarterly newsletters, both of which are posted on the Winona Health website: https://www.winonahealth.org/. Information is also included in the patient waiting rooms. Part I, Line 7: Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid on line 7b and subsidized health services line 7g was calculated using the costing methods to prepare the cost reports. Line 7e Community health improvement services, line 7f health professions education, and line 7i cash and in-kind donations were actual expenses compiled using the CBISA software. Part II, Community Building Activities: Winona Health supports community building activities in a variety of ways. Whether via community boards, mental health coalitions, community support activities, or wellbeing collaboratives, Winona Health operates as a cornerstone of the community. Winona Health is one of the largest employers in the area, and operates as a trusted resource in the community. As a result, leadership and caregivers are often tapped to lead and participate in activities that advance the health of our community and create a place where all people can thrive. Winona Health supports and encourages these activities, and provides resources as able. This all aligns with Winona Health's mission of "inspiring, recognizing, and empowering the caregiver in all of us." Part III, Line 2: The corporation determines its estimate of implicit price concessions based on its historical collection experience with each class of patients and residents. Part III, Line 3: WHS estimates that 40% of implicit price concession accounts would likely qualify for the Organization's charity care guidelines if the patient would have been identified and followed through on the application process. This percentage is based on historical knowledge of those who were provided applications and those who completed and submitted application to qualify. Part III, Line 4: The footnote to the organization's financial statements that describes implicit price concessions is located on page 12-14 of the attached financial statements. Part III, Line 8: WHS provides services to patients under the Medicare program knowing they will not recover all the costs associated with providing these services. Providing these services is essential to these patients and the community and increases their access to healthcare services. Therefore, the entire Medicare shortfall is considered a community benefit. The Organization reported only those allowable costs and Medicare reimbursements reported in the Medicare cost report for the year.Total revenue received from Medicare is the gross reimbursement plus settlement. Both total revenue received from Medicare and the Medicare allowable costs are reported from the Medicare Cost Report. The Medicare Cost Report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services. Part III, Line 9b: In keeping with the mission, vision and values of Winona Health Services, our Organization is committed to giving a patient every opportunity to pay their medical debt in full or to make arrangements based on organizational policy. When a patient is in the process of applying for financial assistance, whether charity care or an interest free payment plan, there will be no collection efforts. Collection efforts include phone contacts, letters, patient interviews and filing a judgement against the patient and potential garnishment of wages. After a determination of financial assistance, any personal portion due follows the same collection procedures as other accounts. Accounts will be recalled from collection if an application is completed within 240 days of the date of the first invoice. Part VI, Line 2: Winona Health Services (WHS) uses a variety of methods to listen to its customers, and the methodologies vary by customer groups. The development of most major services includes the meeting of a community advisory group to assess operations and plans and provide recommendations to the leadership team. WHS also uses point of care feedback comment cards, focus groups, advisory committees comprised of community individuals, and web and consumer newsletter surveys to capture feedback from patients/residents and community. Immediate feedback is obtained from patients/residents and community through pre- and post-service calls, rounding, and informal surveys. WHS also works with local non-profit organizations gathering feedback from local agencies and their boards to ensure community needs are being met. The entire report is available on the Winona Health website. Part VI, Line 3: WHS places pamphlets that contain information about our charity care programs and policies throughout the Organization, including all patient access areas. In addition, information can be found on our statement, website or by calling the WHS business office either locally or toll-free. WHS also has a plain language brochure which explains options for financial assistance, charity care, government program assistance, and our uninsured discount program. In addition, the WHS social services department and/or a contracted patient advocate may meet with in-house or recently discharged patients to go over all the payment options which include charity care, governmental programs, or other alternative payment options. WHS works with the county to help initiate a screening process for applying for governmental programs by offering the patients an opportunity to lock in an effective date for those programs if subsequently found eligible. WHS also is contracted with MNSure and has Certified Application Counselors onsite to assist patients in applying for insurance coverage through the State run exchange. Part VI, Line 4: WHS defines its primary service area as the zip code of Winona and the immediate surrounding area with a population base of approximately 35,000 residents. Its secondary service area encompasses a 20-mile radius from Winona representing another 12,000 residents. WHS is located between two large, well-known tertiary health care centers, Mayo and Gundersen Lutheran. WHS has focused on fulfilling its community need: a full primary care facility. WHS defines itself as a primary care health system and provides its patients and residents connections to tertiary level services to meet their needs regionally or nationally, as the patient chooses. In 2020, Winona had a median household income of $60,020 and 11% of persons were below the poverty level. The majority of our patients live in Winona which has a population of over 26,772 people. Approximately 18.1% of our patients are uninsured and/or Medicaid recipients. Part VI, Line 5: As a sole community provider, WHS offers emergency and urgent care, primary care for all ages, surgical and specialty care, inpatient care, and senior services. Our Board is comprised of physicians and primarily community members. The Board and medical staff are involved in our strategic planning which focuses on the health of our community members. As an integrated rural healthcare system, WHS continues to thrive because of its ongoing commitment to its mission: To inspire and recognize the caregiver in all of us. WHS' services address the spectrum of the community's primary healthcare needs from birth through end-of-life. To meet the needs of our community, services include a 49-bed acute care hospital, emergency department, urgent care, multispecialty clinic, outpatient diagnostic center, 110-bed skilled nursing facility, and two memory care residences. Additionally, WHS has a hospice program to assist in management of patient care in the community. WHS also operates a 60-unit assisted living residence in Winona, an onsite retail pharmacy, rehabilitation services (housed in the Winona Family YMCA adjacent to the hospital campus), and a satellite primary care clinic in the community of Rushford. WHS continues to be one of the city's largest employers, and benefits from the efforts of over 200 community volunteers. Because of WHS' non-profit status, excess funds are reinvested and used for patient care and facility upgrades to continue supporting our community and mission.To meet the needs of our community, the Hospital extends privileges to medical staff that are qualified through licensure in the state of Minnesota. In a normal year, staff actively participate in several on-site and off-site health fairs offering free blood pressure checks, glucose screenings and expertise on health questions, as well as offering free community health talks for community members on certain health topics.Additional programs that benefit the community include:Health Professional Training: WHS works closely with nurse and health professional education programs at Winona State University, St. Mary's University, Viterbo College, and Minnesota State College Southeast, in addition to several others regional universities and technical schools. Along with training nursing students on site, WHS also offers training and internship opportunities for other students going into fields of athletic training, social work, dietetics, lab, radiology, physical therapy, respiratory therapy and health care administration. Shadowing opportunities have also been made available for high school students who are interested in health care careers. WHS also hosts medical students, as part of their medical residencies, who are interested in working in a rural community.Preventive Care: WHS encourages preventive care through a number of resources. Winona Health Online is a free web-tool that allows patients to have access to their Winona Health Services records anytime, anywhere with an internet connection. Patients can document their health history, access diabetes and asthma management programs, receive lab test results, and track wellness activities. Winona Health Services offers a number of educational opportunities for the community, from CPR classes to free or low-cost screenings including prostate cancer, cholesterol, depression, skin cancer and mammograms. WHS is the main sponsor for a community-wide health and wellness expo. Community Health Talks provide individuals with educational information on a variety of health topics and are free throughout the year. The Winona Health Services Occupational Health department presents various preventive programs geared toward business leaders and HR professionals. The staff also participates in many community collaborative healthcare events.Employee Health: The Healthy U Program is WHS' workplace wellbeing program that is designed to support and encourage caregivers and their families to live a life of wellbeing. The program reinforces the emphasis on prevention, mental health and weight management, and provides support and resources. Additionally, WHS caregivers and their families are able to support their healthy habits through a subsidy to the Winona Family YMCA.Emergency Care: WHS provides 24-hour-a-day, 365-days-per-year emergency care to the community. It employs six full-time physicians and several mid-level providers as the service continues to grow. Winona Health Services has excellent relations with neighboring tertiary facilities and transports patients as needed to La Crosse and Rochester.Community Relations & Education: Caregivers actively participate in several on-site and off-site health promotion activities. Examples of this include, but not limited to, offering blood pressure screenings, providing a free skin cancer screening day where community members had the opportunity to schedule a screening with a provider in our dermatology department, having dietitians go to local schools and offer nutrition education to students, as well as offering a variety of other free community health talks and health education for community members. WHS employees are also involved in several non-profit committees, donating their time to support our community. Additional regular community education programming includes free or reduced-fee classes on childbirth and parenting, support groups for breastfeeding, cardio-pulmonary resuscitation, first aid, and smoking cessation. WHS volunteers offer free healthcare directives educational sessions throughout the year. Part VI, Line 7, Reports Filed With States MN 1 Minnesota State Colleges and Universities 30 7th Street East Suite 350 St Paul MN 55101 411687554 State of MN 25000 0 Tuition free pilot program Minnesota Marine Art Museum 800 Riverview Dr Winona MN 55987 721580723 501(c)(3) 8452 0 SPARK! Program for memory loss program 2 0 Part I, Line 2: Minnesota State College Southeast Technical launded a three-year tuition free pilot program that offers free tuition for students in Winona who are graduating between 2023-2025. Funds supported this program. Funding to the MN Marine Art Museum to support the SPARK! Program. SPARK! at MN Marine Art Museum is a unique, free program designed specifically for people with memory loss and their care partners. SPARK! programs offer participants an opportunity to enhance their quality of life through social engagement, mental stimulation, and communication. X X X X X 0 1 0 0 0 0 0 0 0 Andrew Millis MD Orthopedic Physician 651186 0 255679 0 48915 0 65219 0 38356 0 1059355 0 0 0 George Ripeckyj MD Radiologist 443487 0 301856 0 25546 0 41628 0 1913 0 814430 0 0 0 Matthew Broghammer MD Director 510843 0 124675 0 22611 0 48662 0 37381 0 744172 0 0 0 Rachelle Heising-Schultz President/CEO/Director 467519 0 125000 0 23555 0 38800 0 37307 0 692181 0 0 0 Hans Serleth MD Surgeon 461536 0 106396 0 20389 0 43558 0 34554 0 666433 0 0 0 Kevin Christiansen MD Dermatologist 426478 0 139898 0 36230 0 27450 0 2455 0 632511 0 0 0 Wayne Kelly MD Emergency Medicine Physici 523717 0 0 0 2996 0 49480 0 23535 0 599728 0 0 0 Christopher Watras DO ER Physican/Former Key Emp 361608 0 0 0 8424 0 34704 0 34598 0 439334 0 0 0 Katrina Hammel MD Director 346137 0 781 0 0 0 32458 0 37152 0 416528 0 0 0 Jan Brosnahan CFO/Treasurer (Oct-June) 279300 0 10000 0 1715 0 23223 0 31934 0 346172 0 0 0 E Allen Beguin MD Director 270712 0 1538 0 0 0 21323 0 33915 0 327488 0 0 0 Sarah Lallaman DO Pediatrician 255390 0 1538 0 1961 0 19964 0 36895 0 315748 0 0 0 Michael Donnenwerth Chief Medical Officer 248443 0 0 0 0 0 19419 0 29478 0 297340 0 0 0 Nicholas Modjeski MD Director 237044 0 1538 0 1601 0 18564 0 30027 0 288774 0 0 0 Sara Gabrick VP Surgical/Specialty Care 219206 0 5000 0 0 0 17668 0 24852 0 266726 0 0 0 Robin Hoeg VP Inpatient Services 214778 0 5000 0 1637 0 17662 0 25610 0 264687 0 0 0 Rebecca Lamberty Chief Administrative Offic 182214 0 5000 0 18624 0 28218 0 4296 0 238352 0 0 0 Jessica Remington CFO/Treasurer (As of July) 142720 0 0 0 354 0 4244 0 17258 0 164576 0 0 0 Part I, Line 4b The following individuals received employer contributions to a supplemental non-qualified retirement plan, which is available to executive, physicians, and mid-level providers as determined by the Board of Directors. It is funded by employer contributions, and employees are vested within five years. An alternative plan is available which is funded by employee contributions and not subject to forfeiture. CY2022 Matthew Broghammer, MD $19,553 Katrina Hammel, MD $5,012 Andrew Millis, MD $35,547 George Ripeckyj, MD $12,636 Hans Serleth, MD $14,495 Wayne Kelly, MD $20,173 Christopher Watras, DO $6,214 A City of Rushford Minnesota 416005505 000000000 2021-10-28 18964000 Refund 2012 Series Bond & 2017 Notes 0 0 0 A 2702000 18964000 379280 18584720 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 Kelly Schultz Daughter of CEO Rachelle Heising-Schultz 15605 Employee compensation & benefits 0 Form 990, Part III, line 2 In fiscal year 2023 the organization added the Intensive Outpatient Program. This activity furthers the exempt purpose of Winona Health Services. Form 990, Part VI, Section A, line 1a The Executive Committee has the authority to act on behalf of the governing board in between board meetings. The Executive Committee consists of the Board Chair, the chair of each Standing Committee, the President/CEO of the organization and one at-large board member. Form 990, Part VI, Section A, line 2 The following individuals have business relationships: Hugh Miller and Todd Paulson Matt Broghammer, Nicholas Modjeski and E. Allen Beguin Fatima Said and David Vaselaar Form 990, Part VI, Section B, line 11b The return is reviewed initially by the CFO and CEO. It is then reviewed by the Executive Committee before it is filed. In addition, the Form 990 is available to the full governing board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The conflict of interest policy covers Senior Leaders, Directors, Officers and Board Committee Members. The policy is signed annually and reviewed by the CEO for conflicts. Any conflicts are brought to the Board for discussion. If a Board Member has a potential conflict, they must abstain from voting. Form 990, Part VI, Section B, line 15 The Executive Committee has a process in place for determining annual compensation for the CEO based on results of a compensation study, which is completed by an independent consultant every 3 years. An annual review is conducted and documented, with final decisions made by the full board. The same consultant provides market reviews and recommendations for the senior leadership team. This is reviewed by the executive compensation committee; however, the CEO is responsible for adjustments made for this team. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available upon request. The financial statements are also attached to the Form 990. Form 990, Part IX, line 11g Collection Agency Fees: Program service expenses 348,362. Management and general expenses 0. Fundraising expenses 0. Total expenses 348,362. Consulting Fees: Program service expenses 72,750. Management and general expenses 413,679. Fundraising expenses 0. Total expenses 486,429. Contracted Physician Fees: Program service expenses 2,324,842. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,324,842. Contracted Services: Program service expenses 8,155,997. Management and general expenses 2,480,196. Fundraising expenses 0. Total expenses 10,636,193. Provider Recruiting: Program service expenses 160,222. Management and general expenses 0. Fundraising expenses 0. Total expenses 160,222. Repair and Maintenance: Program service expenses 1,224,460. Management and general expenses 586. Fundraising expenses 0. Total expenses 1,225,046. Purchased Services: Program service expenses 559,574. Management and general expenses 0. Fundraising expenses 0. Total expenses 559,574. Form 990, Part XI, line 9: Rounding -29. Winona Senior Services Inc 855 Mankato Avenue Winona MN 55987 411936536 Long-term care MN 501(c)(3) Line 3 Winona Health Services 1 Winona Health Foundation 855 Mankato Avenue Winona MN 55987 411879744 Fundraising MN 501(c)(3) Line 7 Winona Health Services 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 Winona Senior Services Inc O 179461 Due to/from net change in balance Winona Senior Services Inc S 15394813 Due to/from net change in balance Winona Senior Services Inc R 16619235 Due to/from net change in balance Winona Health Foundation O 209728 Due to/from net change in balance Winona Health Foundation C 719772 Due to/from net change in balance Winona Health Foundation R 84003 Due to/from net change in balance