FURP.ORG / PUBLIC DATA EXPLORER

AMERY REGIONAL MEDICAL CENTER INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AMERY REGIONAL MEDICAL CENTER INC (EIN 39-0908320)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349310787
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T16:59:24-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 N 5TH STREET SUITE 600AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN390908320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERY REGIONAL MEDICAL CENTER INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone7152688000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18170 33RD AVENUE SOUTH PO BOX 1309AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554401309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALITA R RISINGERPersonNm
Person TitleCFOPersonTitleTxt
Phone7152688000PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY MOENPreparerPersonNm
PTINP01800653PTIN
Phone6123055000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALITA R RISINGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18170 33RD AVENUE SOUTH PO BOX 1309AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554401309ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$81,900,742GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMERYMEDICALCENTER.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1954FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE ACCESSIBLE, COMPREHENSIVE, QUALITY HEALTHCAREActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee477TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,701,580PYContributionsGrantsAmt
CY Contributions Grants$4,193,584CYContributionsGrantsAmt
PY Program Service Revenue$74,772,029PYProgramServiceRevenueAmt
CY Program Service Revenue$76,458,992CYProgramServiceRevenueAmt
PY Investment Income$432,005PYInvestmentIncomeAmt
CY Investment Income$1,114,592CYInvestmentIncomeAmt
PY Other Revenue$136,052PYOtherRevenueAmt
CY Other Revenue$126,810CYOtherRevenueAmt
PY Total Revenue$77,041,666PYTotalRevenueAmt
CY Total Revenue$81,893,978CYTotalRevenueAmt
PY Grants And Similar Paid$14,110PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,794CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,309,671PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$52,736,714CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$24,257,965PYOtherExpensesAmt
CY Other Expenses$22,897,763CYOtherExpensesAmt
PY Total Expenses$71,581,746PYTotalExpensesAmt
CY Total Expenses$75,640,271CYTotalExpensesAmt
PY Revenues Less Expenses$5,459,920PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,253,707CYRevenuesLessExpensesAmt
Total Assets BOY$63,918,701TotalAssetsBOYAmt
Total Assets EOY$61,891,041TotalAssetsEOYAmt
Total Liabilities BOY$29,698,184TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,099,408TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,220,517NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$41,791,633NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAMERY REGIONAL MEDICAL CENTER IS COMMITTED TO PROVIDEACCESSIBLE, COMPREHENSIVE, QUALITY HEALTHCARE AND TO PROMOTE THEHEALTH AND WELLNESS OF ITS COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$66,777,342ExpenseAmt
Grant$5,794GrantAmt
Revenue$76,458,992RevenueAmt
DescSEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTSDesc
Total Program Service Expenses$66,777,342TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee477EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN J BRANDTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9528836584PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18170 33RD AVE S PO BOX 1309AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55440ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
RICK DADO
DIRECTOR & SECRETARY1.750.25Yes (X)Yes (X)$1,200$0$0
CHUCK WILLIAMSON
DIRECTOR1.750.25Yes (X)$1,200$0$0
JAMES A LEADHOLM JR
DIRECTOR & CHAIR1.750.25Yes (X)Yes (X)$1,200$0$0
MAI XIA HER-WARNER
DIRECTOR1.750.25Yes (X)$1,200$0$0
JANE JOHNSON
DIRECTOR1.750.25Yes (X)$1,200$0$0
CHRIS PETERSEN
DIRECTOR1.750.25Yes (X)$1,200$0$0
ORALEE SCHOCK
DIRECTOR & VICE CHAIR1.750.25Yes (X)Yes (X)$1,200$0$0
ROSS R BULLARD
DIRECTOR & TREASURER2.0048.00Yes (X)Yes (X)$0$325,068$101,095
STEVEN J LONG MD
DIRECTOR0.2543.75Yes (X)$0$420,867$45,125
MARTIN E RICHARDS MD
DIRECTOR0.2539.75Yes (X)$0$517,093$68,607
MARYANN SCOGLIO APRN
DIRECTOR0.2559.75Yes (X)$0$182,919$50,056
BRIAN H RANK MD
DIRECTOR0.2519.75Yes (X)$0$259,817$82,232
RONDA D DAVIS MD
DIRECTOR0.2531.75Yes (X)$0$269,763$60,462
DEBRA A RUDQUIST
DIRECTOR & PRESIDENT50.000.00Yes (X)$0$409,934$64,811
PATRICK D SURA MD
DIR & CHIEF MED OFFICER0.2554.75Yes (X)$0$460,519$67,722
DOUGLAS E JOHNSON
CFO13.7541.25Yes (X)$0$603,783$44,121
KEVIN M JUST
VP PATIENT CARE SERVICES0.2544.25Yes (X)$214,397$0$21,590
JAMES G ERICKSON
REGISTERED NURSE SUPERVISOR42.000.00$144,466$0$43,917Yes (X)
STEVEN L ROZENBLOOM
FINANCE DIRECTOR50.000.00$189,950$0$46,638Yes (X)
JOLLEEN M NICHOLS
PROVIDER-APNP40.000.00$150,978$0$17,565Yes (X)
VICTORIA R STUDTMANN
PROVIDER-APNP36.000.00$143,208$0$43,628Yes (X)
SARAH L KNUTSON
NURSE PRACTITIONER40.000.00$151,383$0$43,354Yes (X)
JASON J LUHRS
FORMER CFO0.0050.00$0$347,590$65,808Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,002,782TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,797,353TotReportableCompRltdOrgAmt
Total Other Compensation$866,731TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K37IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KRAUS-ANDERSON CONSTRUCTION CO
501 S 8TH STMINNEAPOLISMN55404CONSTRUCTION$5,105,654
RIVER VALLEY ANESTHESIA INC
PO BOX 118NEW RICHMONDWI54017NURSE ANESTHETISTS$1,452,110
TWIN CITIES ORTHOPEDICS PA
5803 NEAL AVE NOAK PARK HEIGHTSMN55082PROFESSIONAL SERVICES$952,841
TOTAL MSP LLC
221 W COLLEGE AVE FL 2APPLETONWI54911MEDICAL STAFFING$868,057
HEALOGICS WOUND CARE & HYPERBA
28525 NETWORK PLACECHICAGOIL60673PROFESSIONAL SERVICES$445,209
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
Related Organizations$3,271,103RelatedOrganizationsAmt
Government Grants$426,141GovernmentGrantsAmt
All Other Contributions$496,340AllOtherContributionsAmt
Total Contributions$4,193,584TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE621110$71,960,728$71,960,728
MEDICAL RETAIL624110$4,498,264$4,498,264
FieldValueIRS element (for citing)
Total Program Service Revenue$76,458,992TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,114,592TotalRevenueColumnAmt
Exclusion$1,114,592ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$16,700RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$6,764RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$9,936RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,936TotalRevenueColumnAmt
Exclusion$9,936ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA AND OTHER621110$113,254$113,254
OTHER621110$3,620$3,620
FieldValueIRS element (for citing)
Other Revenue Total$116,874OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,893,978TotalRevenueColumnAmt
Related Or Exempt Func Income$76,458,992RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,241,402ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,794TotalAmt
Program Services$5,794ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$235,987TotalAmt
Management And General$235,987ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$43,321,399TotalAmt
Program Services$38,596,297ProgramServicesAmt
Management And General$4,725,102ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,036,608TotalAmt
Program Services$997,221ProgramServicesAmt
Management And General$39,387ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,139,222TotalAmt
Program Services$7,255,809ProgramServicesAmt
Management And General$883,413ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,498TotalAmt
Program Services$3,498ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,287TotalAmt
Management And General$13,287ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,611TotalAmt
Management And General$37,611ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,539,558TotalAmt
Program Services$3,205,255ProgramServicesAmt
Management And General$334,303ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$256,766TotalAmt
Program Services$76,012ProgramServicesAmt
Management And General$180,754ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$312,456TotalAmt
Program Services$235,825ProgramServicesAmt
Management And General$76,631ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,150,068TotalAmt
Program Services$132,158ProgramServicesAmt
Management And General$1,017,910ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,503,567TotalAmt
Program Services$1,331,537ProgramServicesAmt
Management And General$172,030ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$160,412TotalAmt
Program Services$142,000ProgramServicesAmt
Management And General$18,412ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$60,719TotalAmt
Program Services$36,774ProgramServicesAmt
Management And General$23,945ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$519,434TotalAmt
Program Services$495,641ProgramServicesAmt
Management And General$23,793ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,366,488TotalAmt
Program Services$2,046,978ProgramServicesAmt
Management And General$319,510ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$249,958TotalAmt
Program Services$79,332ProgramServicesAmt
Management And General$170,626ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL & DRUG SUPPLIES$10,912,376$10,893,869$18,507
EQUIP. RENT & REPAIR$1,089,622$1,058,625$30,997
OTHER EXPENSE$632,385$103,139$529,246
DUES & FEES$80,444$72,981$7,463

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,612TotalAmt
Program Services$8,597ProgramServicesAmt
Management And General$4,015ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,640,271TotalAmt
Program Services$66,777,342ProgramServicesAmt
Management And General$8,862,929ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,158,311BOYAmt
EOY$5,134,871EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,299,888BOYAmt
EOY$2,878,252EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,796,031BOYAmt
EOY$11,172,410EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,154,852BOYAmt
EOY$1,190,296EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$99,635BOYAmt
EOY$61,310EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$68,842,176LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$48,203,835LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,993,660BOYAmt
EOY$20,638,341EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,794,424BOYAmt
EOY$19,014,177EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,309,831BOYAmt
EOY$1,569,349EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$312,069BOYAmt
EOY$232,035EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$63,918,701BOYAmt
EOY$61,891,041EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,906,389BOYAmt
EOY$2,796,193EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$600,538BOYAmt
EOY$600,538EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,870,643BOYAmt
EOY$16,462,199EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$320,614BOYAmt
EOY$240,478EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,698,184BOYAmt
EOY$20,099,408EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,220,517BOYAmt
EOY$41,791,633EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,220,517BOYAmt
EOY$41,791,633EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$63,918,701BOYAmt
EOY$61,891,041EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,253,707ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,317,409NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationAMERY PAYS FOR CERTAIN CORPORATE AND EMPLOYEE PROFESSIONAL ASSOCIATION MEMBERSHIPS. A PORTION OF SUCH MEMBERSHIP DUES POTENTIALLY COULD BE USED BY THE PROFESSIONAL ASSOCIATIONS FOR LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$983,722OtherCostOrOtherBasisAmt
Book Value$983,722BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,410,935OtherCostOrOtherBasisAmt
Depreciation$20,730,525DepreciationAmt
Book Value$10,680,410BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$860,777OtherCostOrOtherBasisAmt
Depreciation$534,275DepreciationAmt
Book Value$326,502BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,764,390OtherCostOrOtherBasisAmt
Depreciation$26,924,750DepreciationAmt
Book Value$4,839,640BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,822,352OtherCostOrOtherBasisAmt
Depreciation$14,285DepreciationAmt
Book Value$3,808,067BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,638,341TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE OBLIGATIONDesc
Amt$240,478Amt
FieldValueIRS element (for citing)
Total Liability$240,478TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationAMERY REGIONAL MEDICAL CENTER, INC. IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. JUDGMENT IS REQUIRED IN DETERMINING HP'S EFFECTIVE TAX RATE AND IN EVALUATING ITS TAX POSITION. HP ESTABLISHES ACCRUALS FOR UNCERTAIN TAX POSITIONS WHEN, DESPITE THE BELIEF THAT HP'S TAX RETURN POSITIONS ARE FULLY SUPPORTABLE, HP BELIEVES THAT ITS POSITION MAY NOT BE FULLY SUSTAINED, PRIMARILY GIVEN THE RISKS ASSOCIATED WITH TAX LITIGATION OR DISPUTES. THE UNCERTAIN TAX POSITION ACCRUALS ARE ADJUSTED IN LIGHT OF CHANGING FACTS AND CIRCUMSTANCES, SUCH AS THE PROGRESS OF TAX AUDITS, CASE LAW, AND EMERGING LEGISLATION. HP'S EFFECTIVE TAX RATE INCLUDES THE IMPACT OF CHANGES TO THE ACCRUALS FOR UNCERTAIN TAX POSITIONS. HP CLASSIFIES INTEREST AND PENALTIES ON TAX-RELATED MATTERS AS INCOME AND OTHER TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2023 OR 2022 FOR UNRECOGNIZED TAX BENEFITS.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft Report0AnnualCommunityBnftReportInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$978,445TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$978,445NetCommunityBenefitExpnsAmt
Total Expense0.01290TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$10,275,832TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$9,541,251DirectOffsettingRevenueAmt
Net Community Benefit Expns$734,581NetCommunityBenefitExpnsAmt
Total Expense0.00970TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,254,277TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$9,541,251DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,713,026NetCommunityBenefitExpnsAmt
Total Expense0.02260TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Persons Served150PersonsServedCnt
Total Community Benefit Expns$70,768TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$70,768NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Persons Served49PersonsServedCnt
Total Community Benefit Expns$317,700TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$317,700NetCommunityBenefitExpnsAmt
Total Expense0.00420TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,158,359TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,158,359NetCommunityBenefitExpnsAmt
Total Expense0.02850TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$127,317TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$127,317NetCommunityBenefitExpnsAmt
Total Expense0.00170TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Persons Served199PersonsServedCnt
Total Community Benefit Expns$2,674,144TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,674,144NetCommunityBenefitExpnsAmt
Total Expense0.03530TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Persons Served199PersonsServedCnt
Total Community Benefit Expns$13,928,421TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$9,541,251DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,387,170NetCommunityBenefitExpnsAmt
Total Expense0.05790TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$795TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$795NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$7,702TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$7,702NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Activities Or Programs1ActivitiesOrProgramsCnt
Total Community Benefit Expns$2,653TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,653NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Activities Or Programs2ActivitiesOrProgramsCnt
Persons Served25PersonsServedCnt
Total Community Benefit Expns$45,262TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$45,262NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs5ActivitiesOrProgramsCnt
Persons Served25PersonsServedCnt
Total Community Benefit Expns$56,412TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$56,412NetCommunityBenefitExpnsAmt
Total Expense0.00070TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$1,581,719BadDebtExpenseAmt
Bad Debt Expense Attributable$745,831BadDebtExpenseAttributableAmt
Reimbursed By Medicare$24,796,915ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$24,796,915CostOfCareReimbursedByMedcrAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERY REGIONAL MEDICAL CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1265 GRIFFIN STREET EASTAddressLine1Txt
CityAMERYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54001ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.AMERYMEDICALCENTER.ORGWebsiteAddressTxt
State LicenseCAH CERT LICENSE 1010StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Critical Access HospitalYes (X)CriticalAccessHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1AMERY REGIONAL MEDICAL CENTER INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITYOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLHTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITYStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.000000000000FPGFamilyIncmLmtDscntCarePct
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE NOTESFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE NOTESFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE NOTESFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
AMERY REGIONAL MEDICAL CENTER, INC.PART V, SECTION B, LINE 5: TO COMPREHENSIVELY UNDERSTAND AND DESCRIBE THE NEEDS OF THE COMMUNITIES HEALTHPARTNERS SERVES, WE SYSTEMATICALLY IDENTIFIED A LIST OF PUBLICLY AVAILABLE DATA SOURCES AND A LIST OF INTERNALLY AVAILABLE HEALTHPARTNERS DATA SOURCES. WITH THE CHNA WORKGROUP THAT HAD EXPERTISE FROM PUBLIC HEALTH, HEALTHCARE AND EPIDEMIOLOGY, WE CAREFULLY REVIEWED THE LIST TO IDENTIFY OPPORTUNITIES WITH A SPECIFIC LENS TOWARDS INCLUDING MEMBERS WITH UNIQUE INSIGHT INTO NEEDS OF OUR UNDERSERVED COMMUNITIES WHERE HEALTH AND OTHER DISPARITIES EXIST. TO FURTHER ROUND OUT UNDERSTANDING, WE SOUGHT ADDITIONAL DATA SOURCES TOGETHER WITH OUR COMMUNITY PARTNERS. WHERE OPPORTUNITIES STILL REMAIN FOR BETTER UNDERSTANDING DUE TO LACK OF CURRENTLY AVAILABLE DATA, WE HAVE NOTED IN THE REPORT. FOR EXAMPLE, WE IDENTIFIED SPECIFIC GAPS IN DATA AVAILABLE TO UNDERSTAND THE COVID-19 PANDEMIC CONTEXT AND THE INFLUENCE OF STRUCTURAL RACISM ON THE NEEDS AREAS. THUS, WE SPECIFICALLY DESIGNED OUR QUALITATIVE COMMUNITY CONVERSATIONS AND OUR QUANTITATIVE HEALTHPARTNERS PROVIDER SURVEYS TO FILL THESE GAPS. HEALTHPARTNERS PROVIDER SURVEYS: SELECT HEALTHPARTNERS STAFF WHO PROVIDE DIRECT CARE FOR OUR PATIENTS WERE INVITED BY HOSPITAL LEADERS AND THE CHNA EXPERT PANEL MEMBERS TO COMPLETE A BRIEF WEB SURVEY ABOUT THE NEEDS OF THE PATIENTS THEY SERVE. THE SURVEY WAS DEVELOPED BY AN EXPERT SURVEY METHODOLOGIST WITH INPUT FROM THE CHNA WORKGROUP. OVERALL, 444 PROVIDERS INCLUDING DOCTORS, CARE COORDINATORS, PHARMACISTS, PHYSICAL OR OCCUPATIONAL THERAPISTS, DIETITIANS, NURSES, AND SOCIAL WORKERS COMPLETED SURVEYS ACROSS ALL HEALTHPARTNERS HOSPITALS. DESCRIPTIVE STATISTICS AND A THEMATIC ANALYSIS WERE COMPLETED AND INCLUDED IN THE NEEDS AREA SUMMARIES BELOW.COMMUNITY CONVERSATIONS: A TOTAL OF 41 COMMUNITY CONVERSATIONS WERE HELD OR ATTENDED BY HEALTHPARTNERS WORKGROUP MEMBERS. RESULTS WERE SUMMARIZED AND KEY THEMES AND QUOTES WERE ADDED TO THE NEEDS AREA SUMMARIES THROUGHOUT. ADDITIONAL DETAILS ABOUT THE COMMUNITY CONVERSATIONS CAN BE FOUND IN THE APPENDIX OF THE AMERY'S 2021 CHNA AT HTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITY-HEALTH-NEEDS
AMERY REGIONAL MEDICAL CENTER, INC.PART V, SECTION B, LINE 6A: HEALTHPARTNERS COLLABORATED ACROSS EIGHT HOSPITALS WITHIN ITS FAMILY OF CARE FOR THE 2021 CHNA: AMERY HOSPITAL & CLINIC (AMERY, WI) HUDSON HOSPITAL & CLINIC (HUDSON, WI) HUTCHINSON HEALTH (HUTCHINSON, MN) LAKEVIEW HOSPITAL (STILLWATER, MN) OLIVIA HOSPITAL AND CLINIC (OLIVIA, MN) PARK NICOLLET HEALTH SERVICES INCLUDING PARK NICOLLET METHODIST HOSPITAL (ST. LOUIS PARK, MN) REGIONS HOSPITAL (ST. PAUL, MN) WESTFIELDS HOSPITAL & CLINIC (NEW RICHMOND, WI)
AMERY REGIONAL MEDICAL CENTER, INC.PART V, SECTION B, LINE 11: THE TLC CONTINUED TO DEVELOP RESILIENT LEADERS BY AMPLIFYING YOUTH VOICES AND FOSTERING COMMUNITY CHANGE. IN 2023, SEVERAL TACTICS WERE IMPLEMENTED TO HELP ADDRESS THE NEEDS IDENTIFIED IN OUR CHNA AND DESCRIBED IN OUR IMPLEMENTATION PLAN. HIGHLIGHTS OF THE 2023 ACTIVITIES AND RESULTS ARE INCLUDED BELOW.ACCESS TO CARE GOAL: IMPROVE ACCESS TO CARE THAT IS APPROPRIATE, AFFORDABLE, AND CONVENIENT. -EXPANDED TECHNOLOGY USE, ENHANCED MOBILE CHECK IN AND TEXT COMMUNICATION AND ADVANCED VIRTUAL CARE SERVICES-CARE COORDINATION STRATEGIES FOCUSED ON TRANSITION CARE MANAGEMENT AND SUPPORTING HIGH-RISK PATIENTS, CONDUCTED OUTREACH TO COORDINATE CARE, AND WE IMPLEMENTED DEDICATED HOSPITAL FOLLOW-UP VISIT TYPES -HELD QUARTERLY PATIENT ADVISORY COUNCIL MEETINGS TO GATHER INSIGHTS AND IMPROVE CARE EXPERIENCE- CONTINUED FREE DIGITAL/VIRTUAL COMMUNITY EDUCATION: 35 VIRTUAL CLASSES, EVENTS, AND PODCASTS ON DIABETES, DEMENTIA, GRIEF, TEEN ANXIETY, SUBSTANCE USE WARNING SIGNS, EXERCISE, PREGNANCY, AND HEART HEALTH WERE ACCESSED OVER 2,500 TIMES. PARTNERED AT LOCAL EVENTS TO DISTRIBUTE AND FIT OVER 90 KIDS WITH BICYCLE HELMETS.-CONTINUED COMMUNITY SENIOR CARE, WHERE CLINICIANS SAW PATIENTS AT HOME DURING TRANSITIONAL TIMES AND UTILIZED NURSING EDUCATION ALONGSIDE CLINICAL VISITS.ACCESS TO HEALTH GOAL: STRENGTHEN EXISTING AND EXPLORE NEW COMMUNITY PARTNERSHIPS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH, PROMOTE EARLY CHILDHOOD BRAIN DEVELOPMENT, AND PROMOTE SUSTAINABLE OPERATIONS TO POSITIVELY IMPACT THE COMMUNITY.-HEALTHPARTNERS CONTINUED ADVISORY COUNCIL FOR SOCIAL DRIVERS OF HEALTH TO ACCELERATE AND ALIGN EFFORTS TO IDENTIFY AND SUPPORT PATIENTS AND MEMBERS WITH SOCIAL NEEDS. -CONTINUED TO SERVE ON CORE LEADERSHIP TEAM FOR SUPERSHELF FOOD SHELF TRANSFORMATIONS. -CONTINUED FOOD INSECURITY SCREENING AND REFERRAL FOR ALL WELL-CHILD AND MEDICARE WELL EXAMS. -UTILIZED UNITE US TO OFFER SEVERAL RESOURCES, INCLUDING THE ABILITY FOR COLLEAGUES TO CREATE AND SHARE COMMUNITY RESOURCE LISTS WITH MEMBERS OR PATIENTS AND INTEGRATING COMMUNITY RESOURCE LISTS. -CONTINUED CROSS-SECTOR COLLABORATION FOR COMMUNITY HEALTH EFFORTS AND RESPONSE WITH POLK UNITED. -DISTRIBUTED MORE THAN 4,300 BOOKS TO CHILDREN IN VALLEY CLINICS THROUGH REACH OUT AND READ. -LITTLE MOMENTS COUNT CONTINUED TO OFFER TRAINING AND DIGITAL RESOURCES TO FURTHER MOMENTUM AND COMMUNITY COLLABORATION TO PROMOTE EARLY CHILDHOOD BRAIN DEVELOPMENT. -SUSTAINABLILITY HIGHLIGHTS INCLUDE COLLECTED 64 TONS OF MATERIALS, WHICH WERE REUSED AND RECYCLED, THEREBY KEPT OUT OF THE LANDFILL; OVER $19,000 WAS SAVED THROUGH THE GREENING THE OR; 1.1 TONS OF CAFETERIA FOOD WASTE WAS COMPOSTED; 0.12 TONS OF EQUIPMENT WAS DONATED; 39 TONS OF MATERIALS WERE RECYCLED. THE MEDICATION TAKE BACK PROGRAM COLLECTED 505 POUNDS OF UNUSED PRESCRIPTION MEDICATIONS MENTAL HEALTH AND WELL-BEING GOAL: REDUCE THE STIGMA SURROUNDING MENTAL ILLNESS, INCREASE ACCESS TO EDUCATION AND RESOURCES AROUND MENTAL HEALTH AND WELL-BEING AND IMPROVE ACCESS TO MENTAL HEALTH SERVICES.THE MAKE IT OK CAMPAIGN CONTINUED TO REDUCE MENTAL HEALTH STIGMA BY FOSTERING CARING CONVERSATIONS AND REACHING COMMUNITIES DISPROPORTIONATELY IMPACTED BY MENTAL ILLNESS. THE CAMPAIGN CELEBRATED A DECADE OF PROGRESS WITH THE RELEASE OF THE MAKE IT OK 10-YEAR REPORT AND AN APRIL EVENT ATTENDED BY OVER 150 PEOPLE.-133,260 REACHED VIA VIRTUAL CHANNELS, PRESENTATIONS, AND SOCIAL MEDIA-15,000+ ENGAGED THROUGH 41 COMMUNITY EVENTS-855 AMBASSADORS REACHED VIA QUARTERLY E-NEWSLETTER-480 ENGAGED THROUGH 32 VIRTUAL AND 5 IN-PERSON PRESENTATIONS (INCLUDING A PRESENTATION ON SUBSTANCE USE DISORDER)-220 AMBASSADORS TRAINED THROUGH 15 VIRTUAL AND 2 IN-PERSON SESSIONS-THE BEHAVIORAL HEALTH TEAM CONTINUED OFFERING FREE PODCASTS, RECORDING FOUR EPISODES IN 2023 ON TOPICS LIKE SUBSTANCE USE, RECOVERY, AND ANXIETY. THESE EPISODES HAVE BEEN ACCESSED OVER 450 TIMES. -BEHAVIORAL HEALTH TELEHEALTH (BHTV) PROGRAM: IN 2023, THIS VALLEY-WIDE PROGRAM SAW INCREASED USE AMONG PATIENTS ACCESSING EMERGENCY DEPARTMENT CARE DURING MENTAL HEALTH CRISES. A TOTAL OF 481 PATIENTS UTILIZED PROGRAM, WITH 463 OF THEM RESIDING IN THE ST. CROIX VALLEY, INCLUDING 141 FROM POLK COUNTY, WI, 20 FROM PIERCE COUNTY, WI, 229 FROM ST. CROIX COUNTY, WI, AND 73 FROM WASHINGTON COUNTY, MN. -CRISIS IMMEDIATE ACCESS PROGRAM: IN 2023, A TOTAL OF 174 PATIENTS WERE REFERRED TO IMMEDIATE MENTAL HEALTH AND CRISIS ASSESSMENTS THROUGH THE CRISIS IMMEDIATE ACCESS PROGRAM VIA TELE-VIDEO.NUTRITION AND PHYSICAL ACTIVITY GOALS: PROMOTE AND SUPPORT PHYSICAL ACTIVITY AND NUTRITION AND SUPPORT AND ENCOURAGE HEALTHY FOOD AND PHYSICAL ACTIVITY ENVIRONMENT CHANGE. POWERUP CONTINUED TO INSPIRE FAMILIES TO EAT BETTER, MOVE MORE, AND FEEL GOOD. IN 2023, THERE WAS A NOTABLE INCREASE IN IN-PERSON OUTREACH AND EVENTS, ALONGSIDE EXPANDED VIRTUAL COMMUNICATIONS OFFERING FUN, AT-HOME ACTIVITIES. NEW RESOURCES FEATURED PLANT-BASED PROTEINS, EMPHASIZING HEALTH, ENVIRONMENTAL IMPACT, AND BUDGET-FRIENDLY NUTRITION.2023 HIGHLIGHTS:-64,176+ REACHED VIRTUALLY THROUGH CLASSES, WEBSITE, AND E-NEWSLETTERS-40,000+ REACHED WITH POWERUP PRESS FAMILY NEWSLETTERS-4,126 STUDENTS PARTICIPATED IN THE POWERUP SCHOOL CHALLENGE-18,887 ENGAGED THROUGH 141 EVENTS-1,958 LISTSERV SUBSCRIBERS (+80 FROM LAST YEAR)THE TLC CONTINUED TO DEVELOP RESILIENT LEADERS BY AMPLIFYING YOUTH VOICES AND FOSTERING COMMUNITY CHANGE. IN 2023, MEMBERS ENGAGED IN PUBLIC HEALTH LEARNING, VOLUNTEERED WITH COMMUNITY ORGANIZATIONS, AND EXPLORED LEADERSHIP AND CAREER OPPORTUNITIES.SUBSTANCE USE GOAL: REDUCED OPIOID PRESCRIPTIONS, DOSES, AND PATIENTS MEETING CHRONIC OPIOID USE CRITERIA. THROUGH COLLABORATIVE EFFORTS WITH PHARMACY, PRESCRIBERS AND PAIN CLINICS, ACHIEVED SIGNIFICANT REDUCTION IN OPIOID PRESCRIBING IN OUR CARE SYSTEM AND COMMUNITY. -IN 2023, OUR COLLABORATIVE EFFORTS WITH PHARMACY, PRESCRIBERS, AND PAIN CLINICS LED TO A SIGNIFICANT REDUCTION IN OPIOID PRESCRIBING WITHIN OUR CARE SYSTEM AND COMMUNITY. THE NUMBER OF PATIENTS RECEIVING NEW OPIOID PRESCRIPTIONS DECREASED BY 5%, AND THE NUMBER OF PILLS PRESCRIBED REDUCED BY 0.2%. SINCE FOCUSING ON OPIOID REDUCTION IN 2018, THE NUMBER OF PILLS PRESCRIBED HAS DECREASED BY 52%, REFLECTING STABILITY IN OVERALL PRESCRIPTIONS AND SURGICAL USE.-REDUCED ACCIDENTAL POISONING AND DRUG ABUSE BY OFFERING FREE AND ENVIRONMENTALLY FRIENDLY MEDICATION COLLECTION AT OUR HOSPITALS AND CLINICS FOR THE COMMUNITY. PROMOTED COMMUNITY PRESCRIPTION TAKE-BACK LOCATIONS AND DISPOSAL BAGS. AMERY COLLECTED 600 POUNDS OF UNUSED MEDICATION.
PART V, SECTION B, LINE 3ETHE HOSPITAL ADDRESSES THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY THROUGH OUR CHNA.
FieldValueIRS element (for citing)
Facility6FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - ARMC REHAB SERVICES
220 N KELLER AVENUEAMERYWI54001REHABILITATION
2 - LUCK MEDICAL CLINIC
137 FIRST AVENUELUCKWI54853RURAL HEALTH CLINIC
3 - TURTLE LAKE MEDICAL CLINIC
550 MARTIN AVENUETURTLE LAKEWI54889RURAL HEALTH CLINIC
4 - CLEAR LAKE CLINIC
357 THIRD AVENUECLEAR LAKEWI54005RURAL HEALTH CLINIC
5 - LUCK PT & FITNESS
2547 STATE ROAD 35 SUITE 5LUCKWI54853PHYSICAL THERAPY
6 - AMERY REGIONAL MEDICAL CENTER WEST
230 DERONDA STREETAMERYWI5400110 BED INPATIENT DPU OF AMERY

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7:AMERY REGIONAL MEDICAL CENTER (AMERY) USES THE COST-TO-CHARGE RATIO METHOD WHEN CALCULATING THE AMOUNTS REPORTED ON PART I. LINE 7. THE COST-TO-CHARGE RATIO WAS DERIVED USING WORKSHEET 2, RATIO OF PATIENT CARE-COST-TO-CHARGE, FROM THE SCHEDULE H INSTRUCTIONS
PART III, LINE 2:AMERY'S MANY ACCOUNTS IN BAD DEBT WOULD HAVE QUALIFIED FOR CHARITY IF THE GUARANTORS WOULD HAVE COMPLETED THE FINANCIAL ASSISTANCE PAPERWORK. AMERY IS PROVIDING SERVICES TO INDIVIDUALS/FAMILIES IN ITS SERVICE AREA THAT ARE UNABLE/UNWILLING TO PAY FOR THESE SERVICES. THIS IS COMPARABLE TO PROVIDING CHARITY CARE WHICH AMERY ALSO INCLUDES AS A COMMUNITY BENEFIT.
PART III, LINE 4:ALLOWANCE FOR DOUBTFUL ACCOUNTS AND CHARITY CARE: THE FINANCIAL STATEMENTS DO NOT HAVE A SEPARATE BAD DEBT FOOTNOTE. THE FOLLOWING IS PART OF AMERY'S PATIENT ACCOUNTS RECEIVABLE AND CREDIT POLICY:ACCOUNTS RECEIVABLE ARE REDUCED BY AN ANNUAL ALLOWANCE FOR DOUBTFUL ACCOUNTS OR CHARITY CARE, BASED ON ESTABLISHED GUIDELINES FOR IDENTIFYING UNCOLLECTIBLE PATIENT ACCOUNTS AND CLASSIFYING THESE ACCOUNTS AS EITHER DOUBTFUL ACCOUNTS OR CHARITY. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, AMERY'S MANAGEMENT PERIODICALLY ASSESSES THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND CHARITY CARE BY TAKING INTO CONSIDERATION BY PAYER CATEGORY, THE EXPECTED NET COLLECTIONS, ACCOUNTS RECEIVABLE AGING, HISTORICAL COLLECTIONS EXPERIENCE, ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. THE PRIMARY SOURCE OF THE ALLOWANCE FOR CHARITY CARE IS CHARGES FOR UNINSURED PATIENTS. PATIENTS WHO ARE INSURED ARE ASSESSED SEPARATELY FOR COLLECTABILITY FROM UNINSURED PATIENTS. THE RESULTS OF THESE ASSESSMENTS ARE USED TO ESTABLISH THE NET REALIZABLE VALUE OF PATIENT ACCOUNTS RECEIVABLE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND CHARITY CARE. AMERY PROVIDED MEDICAL CARE WITHOUT CHARGE OR A REDUCED COST TO PATIENTS WHO WERE DETERMINED TO BE UNABLE TO PAY (CHARITY CARE) OF $2,075,034 AND $1,000,967 FOR THE YEARS ENDED 12/31/23 AND 12/31/22 RESPECTIVELY, AND PROVIDED MEDICAL CARE TO PATIENTS WHO WERE DETERMINED TO BE ABLE, BUT UNWILLING TO PAY (DOUBTFUL ACCOUNTS) OF $1,581,719 AND $1,414,247 FOR THE YEARS ENDED 12/31/23 AND 12/31/22 RESPECTIVELY.
PART III, LINE 8:AMERY'S MEDICARE COST IS DERIVED BASED ON THE RATIO OF MEDICARE FFS CHARGES TO TOTAL CHARGES MULTIPLIED BY TOTAL EXPENSES (LESS CHARITY CARE & BAD DEBT). NONE OF THE MEDICARE FFS LOSS REPORTED ON SCHEDULE H, PART III, LINE 7 IS TREATED AS COMMUNITY BENEFIT ON SCHEDULE H, PART I, LINE 7A.
PART III, LINE 9B:COLLECTIONS PRACTICESAMERY'S DEBT COLLECTION POLICY CONTAINS PROVISIONS ON COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE. A REFUND WILL BE ISSUED WITH ANY AMOUNT THE PATIENT HAS PAID FOR THE CARE THAT EXCEEDS THE AMOUNT FOR WHICH THE PATIENT IS DETERMINED TO BE PERSONALLY RESPONSIBLE. IF THIS PATIENT IS ELIGIBLE FOR DISCOUNT AND NOT FREE CARE, AMERY WILL PROVIDE THE PATIENT WITH A BILLING STATEMENT THAT INDICATES HOW THE AMOUNT WAS DETERMINED AND INFORMATION REGARDING THE HOSPITAL'S FINANCIAL ASSISTANCE CALCULATIONS. IN ADDITION, THE HOSPITAL WILL TAKE ALL REASONABLY AVAILABLE MEASURES TO REVERSE ANY COLLECTION ACTIONS THAT MAY HAVE BEEN INITIATED AGAINST THE PATIENT. AMERY BELIEVES THAT DEBT COLLECTION POLICIES, WHETHER IMPLEMENTED BY AMERY STAFF OR AGENTS, SHOULD REFLECT THE AMERY'S MISSION AND VALUES. AMERY WILL NOT TOLERATE ABUSIVE, HARASSING, OPPRESSIVE, FALSE, DECEPTIVE, OR MISLEADING LANGUAGE OR COLLECTIONS CONDUCT BY ITS DEBT COLLECTION ATTORNEY AND AGENCY, OR THEIR AGENTS AND EMPLOYEES, AND AMERY EMPLOYEES RESPONSIBLE FOR COLLECTING MEDICAL DEBT FROM PATIENTS. AMERY WILL NOT REFER ANY ACCOUNT TO A THIRD PARTY DEBT COLLECTION AGENCY UNLESS IT HAS CONFIRMED THAT:- THERE IS REASONABLE BASIS TO BELIEVE THAT THE PATIENT OWES THE DEBT.- ALL KNOWN THIRD-PARTY PAYERS HAVE BEEN PROPERLY BILLED, AND THE PATIENT IS RESPONSIBLE FOR THE REMAINING DEBT.- IF THE PATIENT HAS INDICATED AN INABILITY TO PAY THE FULL AMOUNT, THE PATIENT HAS BEEN OFFERED A REASONABLE PAYMENT PLAN. AMERY WILL NOT REFER PATIENTS TO DEBT COLLECTION AGENCIES WHO ARE PERFORMING AS SPECIFIED IN THEIR PAYMENT PLANS.- THE PATIENT HAS BEEN GIVEN AN OPPORTUNITY TO SUBMIT A CHARITY CARE (FINANCIAL ASSISTANCE) APPLICATION. IF THE PATIENT HAS SUBMITTED AN APPLICATION FOR CHARITY CARE, ALL COLLECTION ACTIVITY WILL BE SUSPENDED UNTIL THE APPLICATION HAS BEEN PROCESSED.
PART VI, LINE 2:TO COMPREHENSIVELY UNDERSTAND AND DESCRIBE THE NEEDS OF THE COMMUNITIES HEALTHPARTNERS SERVES, WE SYSTEMATICALLY IDENTIFIED A LIST OF PUBLICLY AVAILABLE DATA SOURCES AND A LIST OF INTERNALLY AVAILABLE HEALTHPARTNERS DATA SOURCES. WITH THE CHNA WORKGROUP THAT HAD EXPERTISE FROM PUBLIC HEALTH, HEALTHCARE AND EPIDEMIOLOGY, WE CAREFULLY REVIEWED THE LIST TO IDENTIFY OPPORTUNITIES WITH A SPECIFIC LENS TOWARDS INCLUDING MEMBERS WITH UNIQUE INSIGHT INTO NEEDS OF OUR UNDERSERVED COMMUNITIES WHERE HEALTH AND OTHER DISPARITIES EXIST. TO FURTHER ROUND OUT UNDERSTANDING, WE SOUGHT ADDITIONAL DATA SOURCES TOGETHER WITH OUR COMMUNITY PARTNERS. WHERE OPPORTUNITIES STILL REMAIN FOR BETTER UNDERSTANDING DUE TO LACK OF CURRENTLY AVAILABLE DATA, WE HAVE NOTED IN THE REPORT. FOR EXAMPLE, WE IDENTIFIED SPECIFIC GAPS IN DATA AVAILABLE TO UNDERSTAND THE COVID-19 PANDEMIC CONTEXT AND THE INFLUENCE OF STRUCTURAL RACISM ON THE NEEDS AREAS. THUS, WE SPECIFICALLY DESIGNED OUR QUALITATIVE COMMUNITY CONVERSATIONS AND OUR QUANTITATIVE HEALTHPARTNERS PROVIDER SURVEYS TO FILL THESE GAPS. HEALTHPARTNERS PROVIDER SURVEYS: SELECT HEALTHPARTNERS STAFF WHO PROVIDE DIRECT CARE FOR OUR PATIENTS WERE INVITED BY HOSPITAL LEADERS AND THE CHNA EXPERT PANEL MEMBERS TO COMPLETE A BRIEF WEB SURVEY ABOUT THE NEEDS OF THE PATIENTS THEY SERVE. THE SURVEY WAS DEVELOPED BY AN EXPERT SURVEY METHODOLOGIST WITH INPUT FROM THE CHNA WORKGROUP. OVERALL, 444 PROVIDERS INCLUDING DOCTORS, CARE COORDINATORS, PHARMACISTS, PHYSICAL OR OCCUPATIONAL THERAPISTS, DIETITIANS, NURSES, AND SOCIAL WORKERS COMPLETED SURVEYS ACROSS ALL HEALTHPARTNERS HOSPITALS. DESCRIPTIVE STATISTICS AND A THEMATIC ANALYSIS WERE COMPLETED AND INCLUDED IN THE NEEDS AREA SUMMARIES BELOW.COMMUNITY CONVERSATIONS: A TOTAL OF 41 COMMUNITY CONVERSATIONS WERE HELD OR ATTENDED BY HEALTHPARTNERS WORKGROUP MEMBERS. RESULTS WERE SUMMARIZED AND KEY THEMES AND QUOTES WERE ADDED TO THE NEEDS AREA SUMMARIES THROUGHOUT. ADDITIONAL DETAILS ABOUT THE COMMUNITY CONVERSATIONS CAN BE FOUND IN THE APPENDIX OF THE HOSPITAL'S 2021 CHNA AT HTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITY-HEALTH-NEEDS
PART VI, LINE 3:AMERY'S PATIENT FINANCIAL SERVICES DEPARTMENT WORKS WITH EACH PATIENT REGARDING ACCOUNT BALANCES LEFT TO PATIENT RESPONSIBILITY. PATIENTS WHO ARE NOT ALREADY ON GOVERNMENT ASSISTANCE OR HAVE LIMITED ASSISTANCE ARE REFERRED TO AMERY'S HEALTH BENEFITS COUNSELOR, WHO WORKS WITH THEM TO EVALUATE ASSISTANCE OPTIONS AND ASSISTS IN GETTING APPLICATIONS OR CONTACTS WITH THE APPROPRIATE PROGRAMS. IF ADDITIONAL ASSISTANCE IS NEEDED, THE COUNSELOR WILL WORK WITH THE PATIENT TO APPLY FOR FINANCIAL ASSISTANCE WITH AMERY AND HELPS THEM THROUGH THE PROCESS. THE FINANCIAL ASSISTANCE PROGRAM AND APPLICATION ARE LOCATED ON AMERY'S INTERNET SITE TO ALLOW PATIENTS DIRECT ACCESS TO THIS INFORMATION.
PART VI, LINE 4:AMERY'S SERVICE AREA INCLUDED 15 DIFFERENT ZIP CODES IN NORTHWEST WISCONSIN THAT PRIMARILY REPRESENT POLK COUNTY. IT INCLUDES THREE RURAL HEALTH CLINICS IN LUCK, TURTLE LAKE, AND CLEAR LAKE, WHICH ARE ALL MEDICALLY UNDERSERVED AREAS. THE AMERY COMMUNITY IS ALSO CONSIDERED A MENTAL HEALTH MEDICALLY UNDERSERVED AREA. THE WOUND CENTER & INPATIENT PSYCH SERVICE DRAWS FROM OUTSIDE AMERY'S NORMAL SERVICE AREA.
PART VI, LINE 5:TEN OF AMERY'S THIRTEEN BOARD MEMBERS LIVE IN AMERY'S SERVICE AREA. AMERY HAS AN OPEN MEDICAL STAFF WHICH INCLUDES PROVIDERS FROM THE COMMUNITY, AND OTHER COMMUNITIES AS WELL AS THE TWIN CITIES. ANY SURPLUS FUNDS GENERATED ARE USED TO PURCHASE EQUIPMENT, BUILD NEW FACILITIES, AND EXPAND SERVICES AVAILABLE IN AMERY'S COMMUNITY.
PART VI, LINE 6:HEALTHPARTNERS AND AMERY HAVE HAD A LONG-STANDING RELATIONSHIP, WITH HEALTHPARTNERS EMPLOYING AND SOURCING PHYSICIANS AND MID-LEVEL PRACTITIONERS TO AMERY FOR AMERY'S PRIMARY CARE CLINICS. IN 2014, AMERY BECAME PART OF THE HEALTHPARTNERS FAMILY OF MISSION-DRIVEN NON-PROFIT ORGANIZATIONS. AS PART OF HEALTHPARTNERS, AMERY USES HEALTHPARTNERS' INTEGRATED ELECTRONIC HEALTH RECORD SYSTEM, PARTICIPATES IN COORDINATED CHNA PROCESSES AND IMPLEMENTATION STRATEGIES, AND ACCESSES CENTRALIZED SUPPORT SERVICES IN FINANCE, LEGAL, IS&T, AND QUALITY. THE FOUR HEALTHPARTNERS HOSPITALS IN THE ST. CROIX VALLEY - STILLWATER MN AND HUDSON, NEW RICHMOND, AND AMERY WI - WORK TOGETHER TO ESTABLISH ACCESSIBLE AND COORDINATED SPECIALTY SERVICES FOR VALLEY RESIDENTS. EXAMPLES OF THESE SERVICES INCLUDE RADIATION THERAPY ON THE NEW RICHMOND CAMPUS, BREAST DIAGNOSTICS ON THE STILLWATER CAMPUS, AND GERIATRIC BEHAVIORAL HEALTH SERVICES ON THE AMERY CAMPUS. HEALTHPARTNERS INCLUDES INSURANCE AND HMO (HEALTH MAINTENANCE ORGANIZATION) ENTITIES THAT PROVIDE CARE COORDINATION, DISEASE MANAGEMENT, ON-LINE CARE OF BASIC CONDITIONS, A 24-HOUR/7-DAY PER WEEK NURSE LINE, AND OTHER SERVICES THAT ENHANCE CARE OF MEMBERS, PATIENTS AND THE COMMUNITY.
PART VI, LINE 7, REPORTS FILED WITH STATESWI

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (1)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOUGLAS E JOHNSON
CFO$0$386,739$0$106,273$0$110,771$0$6,600$0$37,521$0$647,904$0$0
MARTIN E RICHARDS MD
DIRECTOR$0$425,399$0$25,000$0$66,694$0$24,750$0$43,857$0$585,700$0$0
PATRICK D SURA MD
DIR & CHIEF MED OFFICER$0$413,024$0$14,000$0$33,495$0$24,750$0$42,972$0$528,241$0$0
DEBRA A RUDQUIST
DIRECTOR & PRESIDENT$0$307,131$0$91,223$0$11,580$0$26,592$0$38,219$0$474,745$0$0
STEVEN J LONG MD
DIRECTOR$0$293,646$0$44,000$0$83,221$0$2,846$0$42,279$0$465,992$0$0
ROSS R BULLARD
DIRECTOR & TREASURER$0$253,460$0$65,727$0$5,881$0$59,880$0$41,215$0$426,163$0$0
JASON J LUHRS
FORMER CFO$0$264,872$0$76,091$0$6,627$0$24,750$0$41,058$0$413,398$0$0
BRIAN H RANK MD
DIRECTOR$0$140,281$0$0$0$119,536$0$60,073$0$22,159$0$342,049$0$0
RONDA D DAVIS MD
DIRECTOR$0$166,866$0$0$0$102,897$0$20,563$0$39,899$0$330,225$0$0
STEVEN L ROZENBLOOM
FINANCE DIRECTOR$168,683$0$17,170$0$4,097$0$7,766$0$38,872$0$236,588$0$0$0
KEVIN M JUST
VP PATIENT CARE SERVICES$194,818$0$18,901$0$678$0$8,549$0$13,041$0$235,987$0$0$0
MARYANN SCOGLIO APRN
DIRECTOR$0$125,032$0$0$0$57,887$0$14,180$0$35,876$0$232,975$0$0
SARAH L KNUTSON
NURSE PRACTITIONER$124,151$0$500$0$26,732$0$6,398$0$36,956$0$194,737$0$0$0
JAMES G ERICKSON
REGISTERED NURSE SUPERVISOR$134,552$0$500$0$9,414$0$6,146$0$37,771$0$188,383$0$0$0
VICTORIA R STUDTMANN
PROVIDER-APNP$114,208$0$450$0$28,550$0$5,954$0$37,674$0$186,836$0$0$0
JOLLEEN M NICHOLS
PROVIDER-APNP$135,757$0$500$0$14,721$0$6,015$0$11,550$0$168,543$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3AMERY'S PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS) OR BY GROUP HEALTH PLAN, INC. (GHI), OR LAKEVIEW HOSPITAL, ALL OF WHICH ARE RELATED ORGANIZATIONS, OR BY AMERY. GHI, REGIONS, LAKEVIEW AND AMERY HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF AMERY'S PRESIDENT AND OTHER OFFICERS.
PART I, LINE 6AMERY'S OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS),GROUP HEALTH PLAN, INC. (GHI), OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW), RELATED ORGANIZATIONS, OR BY AMERY. COMPENSATION REPORTED IN FORM 990, PART VIII INCLUDES ANY COMPENSATION DERIVED FROM REGIONS, GHI, LAKEVIEW OR AMERY'S LEADERSHIP INCENTIVE PROGRAMS, WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADERSHIP INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH PLAN AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A OPERATING MARGIN THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF AMERY WISCONSIN
A3960053782021-05-02$5,000,000REFINANCE EXISTING DEBT000
TOWN OF BLACK BROOK POLK COUNTY WISCONSIN
B3911698762021-05-02$8,500,000REFINANCE EXISTING DEBT000
TOWN OF LINCOLN POLK COUNTY WISCONSIN
C3914061592021-05-02$8,500,000REFINANCE EXISTING DEBT000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,175,114$5,000,000$19,425$4,980,5752021Yes (1)0Yes (1)Yes (1)
B$1,997,694$8,500,000$33,024$8,466,9762021Yes (1)0Yes (1)Yes (1)
C$1,997,694$8,500,000$33,024$8,466,9762021Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)000.000800.00080000
B0Yes (1)000.000800.00080000
C0Yes (1)000.000800.00080000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)00Yes (1)0000
B0Yes (1)00Yes (1)0000
C0Yes (1)00Yes (1)0000

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE K, PART IV, LINE 2A THRU 2CFormAndLineReferenceDesc
ExplanationREBATE CALCULATION IS NOT DUE BUT EVERY 5 YEARS. THERE IS NO REBATE CALCULATION DUE FOR ANY BONDS LISTED IN SCHEDULE K, PART I.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTSCORPORATE STRUCTURE, PURPOSE, GOVERNANCE AMERY REGIONAL MEDICAL CENTER (AMERY), A STATE LICENSED 25-BED, LEVEL IV CRITICAL ACCESS HOSPITAL (CAH), IS A WISCONSIN NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND IS PART OF THE FAMILY OF HEALTHPARTNERS ORGANIZATIONS ("HEALTHPARTNERS"). HEALTHPARTNERS IS A NONPROFIT ORGANIZATION WITH A MISSION OF IMPROVING HEALTH AND WELL-BEING IN PARTNERSHIP WITH ITS PATIENTS, MEMBERS AND COMMUNITY. AN INTEGRATED SYSTEM OF CARE AND COVERAGE SINCE ITS FOUNDING IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTH CARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND MAINTAINING AFFORDABILITY. HEALTHPARTNERS, INC. (HPI) IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS ORGANIZATIONS REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS". HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. HEALTHPARTNERS PROVIDES A FULL RANGE OF HEALTH CARE DELIVERY AND HEALTH PLAN SERVICES INCLUDING INSURANCE, PATIENT CARE, ADMINISTRATION AND HEALTH AND WELL-BEING PROGRAMS. HEALTHPARTNERS HEALTH PLANS SERVE MORE THAN 1.8 MILLION MEDICAL AND DENTAL MEMBERS NATIONWIDE. HEALTHPARTNERS MEDICAL CARE SYSTEM INCLUDES MORE THAN 2,000 EMPLOYED PHYSICIANS AND DENTISTS, EIGHT OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 100 PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN SERVING MORE THAN 1.34 MILLION PATIENTS. HEALTHPARTNERS HEALTH PLANS CONTRACT WITH OTHER PRIMARY AND SPECIALTY MEDICAL FACILITIES AND DENTAL FACILITIES, PHYSICIAN GROUPS, HOSPITALS, AND RELATED HEALTHCARE PROVIDERS TO SERVE PLAN MEMBERS. HEALTHPARTNERS ALSO PROVIDES MEDICAL EDUCATION AND TRAINING TO MEDICAL PROFESSIONALS AND CONDUCTS RESEARCH AND FUNDRAISING ACTIVITIES THAT SUPPORT THE HEALTH CARE DELIVERY SYSTEM. HEALTHPARTNERS COLLABORATES WITH OTHER PLANS, CARE PROVIDERS AND OTHER COMMUNITY AND BUSINESS ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND SHARE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY, AND COLLABORATE IN IMPROVEMENTS THAT SUPPORT THE TRIPLE AIM. AMONG HEALTHPARTNERS' SIGNATURE INITIATIVES ARE TOTAL COST OF CARE MEASUREMENTS (A NATIONALLY RECOGNIZED METRIC, ENABLING MEASUREMENT AND INCENTIVES BASED ON COORDINATION AND EVIDENCE-BASED PRACTICES), MENTAL HEALTH (REDUCING STIGMA, AND ASSURING ACCESS TO HIGH QUALITY CARE IN THE MOST APPROPRIATE SETTINGS), CHILDREN'S HEALTH (IMPROVING CHILD HEALTH BY PROMOTING EARLY BRAIN DEVELOPMENT, PROVIDING FAMILY CENTERED CARE, AND STRENGTHENING COMMUNITIES), EQUITY, INCLUSION, AND ANTI-RACISM (ADDRESSING HEALTH EQUITY, ELIMINATING HEALTH CARE DISPARITIES, INCREASING DIVERSITY AND INCLUSION IN OUR WORKPLACES, BUILDING AN ANTI-RACIST CULTURE, AND DEEPENING OUR COLLECTIVE UNDERSTANDING OF CULTURAL HUMILITY) AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). A COMPLETE LISTING OF ALL ORGANIZATIONS WITHIN HEALTHPARTNERS, AND THE RELATIONSHIP BETWEEN THEM, CAN BE FOUND ON SCHEDULE R WITHIN THIS 990 RETURN. DETAILED INFORMATION ABOUT THE COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF EACH TAX-EXEMPT ORGANIZATION CAN BE FOUND IN THE INDIVIDUAL FORM 990 RETURN FOR THAT ORGANIZATION. HEALTHPARTNERS, INC. (HPI) IS THE PARENT ENTITY OF HEALTHPARTNERS AND IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4). HPI IS THE SOLE CORPORATE MEMBER OF HPI-RAMSEY, A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). IN TURN, HPI-RAMSEY IS THE SOLE CORPORATE MEMBER OF REGIONS HOSPITAL, REGIONS HOSPITAL FOUNDATION, CAPITOL VIEW TRANSITIONAL CARE CENTER, LAKEVIEW HEALTH, AND RH-WISCONSIN, INC., ALL OF WHICH ARE NON-PROFIT CORPORATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). RH-WISCONSIN AND GROUP HEALTH PLAN, INC. (GHI) ARE CORPORATE MEMBERS OF ARMC. GHI IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). IN TURN, AMERY IS THE SOLE CORPORATE MEMBER OF THE AMERY REGIONAL MEDICAL CENTER FOUNDATION (FOUNDATION) A WISCONSIN NON-STOCK CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). CHARITY CARE: CHARITY CARE IS DEFINED AS THE COST OF CARE DELIVERED TO PATIENTS WHO ARE WILLING, BUT UNABLE TO PAY FOR THE SERVICES THEY RECEIVE. THIS INCLUDES PATIENTS WHOSE CHARGES ARE FORGIVEN OR REDUCED BECAUSE OF INABILITY TO PAY; PATIENTS WHO ARE UNABLE TO PAY THE BALANCE LEFT BY ANY PAYER; AND PATIENTS FOR WHOM UNUSUAL CIRCUMSTANCES, OR SPECIAL FINANCIAL HARDSHIP, WARRANT SPECIAL CONSIDERATION. AMERY PROVIDED $978,445 IN FREE OR DISCOUNTED CARE TO LOW INCOME AND UNINSURED PATIENTS IN 2023. GOVERNMENT-SPONSORED MEANS-TESTED HEALTH CARE: AMERY PROVIDED INPATIENT AND OUTPATIENT CARE, INCLUDING EMERGENCY DEPARTMENT SERVICES TO MEDICAID PATIENTS. PAYMENTS RECEIVED FOR THESE SERVICES WERE BELOW THE COST OF CARE PROVIDED. THE EXPENSE TO COVER UNREIMBURSED MEDICAID COSTS FOR PATIENTS TOTALED $734,581. COMMUNITY BENEFIT SERVICES: 1. COMMUNITY HEALTH IMPROVEMENT SERVICES: $59,988 AMERY IS COMMITTED TO COMMUNITY HEALTH IMPROVEMENT SERVICES, WHICH INCLUDE A RANGE OF ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH BEYOND PATIENT CARE. BELOW ARE HIGHLIGHTS OF SUCH ACTIVITIES THAT FALL WITHIN THE CATEGORIES OF COMMUNITY HEALTH EDUCATION, COMMUNITY-BASED CLINICAL SERVICES, HEALTH CARE SUPPORT SERVICES AND SOCIAL AND ENVIRONMENTAL IMPROVEMENT. EACH YEAR, AMERY HELPS EDUCATE THE LOCAL COMMUNITIES ABOUT HEALTH TOPICS BY PROVIDING THEM A VARIETY OF COMMUNITY EDUCATION. WE CONTINUED TO SERVE OUR COMMUNITIES IN DIGITAL/VIRTUAL FORMATS. 35 VIRTUAL CLASSES, EVENTS, AND PODCASTS WERE CARRIED OUT ON A VARIETY OF TOPICS INCLUDING: DIABETES, DEMENTIA, GRIEF, ANXIETY IN TEENS, WARNING SIGNS OF SUBSTANCE USE, EXERCISE, PREGNANCY, AND HEART HEALTH. IN TOTAL, THESE HAVE BEEN ACCESSED OVER 2,500 TIMES.
PART III, CONT.IN 2023, THE MAKE IT OK CAMPAIGN MARKED A DECADE OF REDUCING MENTAL HEALTH STIGMA BY CHANGING ATTITUDES AND FOSTERING CARING CONVERSATIONS IN COMMUNITIES. MAKE IT OK HAD CONTINUED GROWTH OF PARTNERS, AMBASSADORS AND COMMUNITY ENGAGEMENT, WITH AN INCREASED FOCUS ON EQUITABLY REACHING COMMUNITIES DISPROPORTIONATELY IMPACTED BY MENTAL ILLNESSES AND STIGMA. IT WAS ALSO A YEAR TO REFLECT ON A DECADE OF MILESTONES WITH OUR NEW MAKE IT OK 10-YEAR REPORT, SHOWCASING THE CAMPAIGN'S MEANINGFUL AND MEASURABLE PROGRESS. THIS MILESTONE WAS CELEBRATED WITH AN EVENT IN APRIL, ATTENDED BY OVER 150 PEOPLE, BOTH IN PERSON AND VIRTUALLY, HIGHLIGHTING THE 10-YEAR PROGRESS AND FUTURE PLANS. SINCE 2012, MORE THAN: 5,000 PEOPLE HAVE BEEN TRAINED AS AMBASSADORS, 10,000 HAVE ATTENDED MAKE IT OK PRESENTATIONS, 21,000 HAVE TAKEN THE PLEDGE TO STAND AGAINST STIGMA, AND THE CAMPAIGN HAS EXPANDED ITS REACH NATIONWIDE THROUGH ONLINE RESOURCES, TRAININGS AND PARTNERSHIPS. THIS IMPORTANT WORK RESULTED IN A MEASURABLE DECREASE IN COMMUNITY STIGMA, YET THERE IS STILL WORK TO DO. HIGHLIGHTS OF MAKE IT OK IN 2023: -133,260 REACHED VIRTUALLY, THROUGH PRESENTATIONS, TRAININGS, WEBSITE, SOCIAL AND E-NEWSLETTERS; -15,000+ REACHED WITH 6,325 ENGAGED IN MAKE IT OK THROUGH 41 COMMUNITY EVENTS; -855 AMBASSADORS SUBSCRIBERS REACHED THROUGH QUARTERLY E-NEWSLETTER; -480 ENGAGED THROUGH 32 VIRTUAL PRESENTATIONS AND 5 IN-PERSON (165 ATTENDED PRESENTATION ON STIGMA OF SUBSTANCE USE DISORDER); -220 AMBASSADORS TRAINED THROUGH 15 VIRTUAL TRAININGS AND 2 IN-PERSON; WEB DEVELOPMENT OF THE NEWLY TRANSFORMED MAKE IT OK WEBSITE; IN 2023, THE POWERUP COMMUNITY HEALTH INITIATIVE CONTINUED TO INSPIRE AND SUPPORT KIDS AND FAMILIES TO EAT BETTER, MOVE MORE AND FEEL GOOD. THE YEAR WITNESSED A NOTEWORTHY INCREASE IN IN-PERSON OUTREACH AND EVENTS, DEMONSTRATING A ROBUST RETURN TO COMMUNITY ENGAGEMENT. AT THE SAME TIME, VIRTUAL OUTREACH AND COMMUNICATIONS CONTINUED TO EXPAND WITH AN ENHANCED AND CONSISTENT APPROACH, OFFERING FAMILIES SIMPLE AND FUN IDEAS TO POWERUP AT HOME. NEW AND INNOVATIVE RESOURCES FEATURING PLANT-BASED PROTEINS WERE ALSO DEVELOPED. THESE RESOURCES REPRESENT OUR EXPANDING COMMITMENT TO HEALTH, THE PLANET AND BUDGET-FRIENDLY NUTRITION. HIGHLIGHTS OF POWERUP IN 2023: -REACHED 64,176+ VIRTUALLY, THROUGH CLASSES, WEBSITE, SOCIAL AND E-NEWSLETTERS; -REACHED 40,000+ WITH THE POWERUP PRESS FAMILY NEWSLETTERS (DISTRIBUTED TO FAMILIES, SCHOOLS AND COMMUNITY); -POWERED UP 4,126 STUDENTS WITH THE POWERUP SCHOOL CHALLENGE ACROSS 25 ELEMENTARY SCHOOLS; -ENGAGED 18,887 KIDS AND FAMILIES THROUGH 141 EVENTS THAT POWERUP ATTENDED; -ENGAGED 1,958 LISTSERV SUBSCRIBERS (+80 IN LAST YEAR) THROUGH MONTHLY E-NEWSLETTERS; -DEVELOPED 'POWERUP WITH PLANTS,' A WEB RESOURCE WITH PLANT-BASED PROTEIN INFORMATION, ACTIVITIES AND FEATURED AN INTERACTIVE CHALLENGE WITH NEARLY 200 PARTICIPANTS; -DEVELOPED FIVE NEW RECIPE VIDEO RESOURCES FOR FAMILIES WITH A FOCUS ON MEALS AND SNACKS FEATURING PLANT-BASED PROTEINS. THE ST. CROIX VALLEY FAITH COMMUNITY NURSING PROGRAM IS A HEALTH CARE MINISTRY PROVIDING PHYSICAL, EMOTIONAL AND SPIRITUAL CARE FOR LOCAL CONGREGATIONS AND COMMUNITY IN PARTNERSHIP WITH AMERY. THE PROGRAM ORIGINATED AND PRIMARILY SERVED THE STILLWATER, MINNESOTA AREA, BUT IN 2023 STARTED EXPANSION EFFORTS IN AMERY, NEW RICHMOND AND HUDSON, WISCONSIN. WHILE JUST GETTING STARTED IN THESE COMMUNITIES, THE PARTNER RESPONSE WAS OVERWHELMINGLY POSITIVE. THE PROGRAM ALSO HOLDS WELLNESS DAY EVENT AND COMMUNITY FOOT CARE CLINICS, WHICH ARE OPEN TO AND SERVE ST. CROIX VALLEY COMMUNITIES. HIGHLIGHTS OF FAITH COMMUNITY NURSING IN 2023: -WELLNESS DAY AND FOOT CARE CLINIC SERVED 168 INDIVIDUALS, SCREENED 99 INDIVIDUALS FOR MEMORY AND BALANCE, BLOOD PRESSURE AND GLUCOSE; -FOUNDER AND SUPPORTER OF ST. CROIX VALLEY GRIEF COALITION WHICH WAS CREATED THIS YEAR IN COLLABORATION WITH COMMUNITY PARTNERS AND NOW HAS OVER 70 MEMBERS AND HAS A MISSION OF ADDRESSING THE EXPERIENCES OF LOSS AND GRIEF BY OFFERING SUPPORT, EDUCATION, AND ADVOCACY; -PARTNERSHIP BUILDING IN AMERY, NEW RICHMOND AND HUDSON WITH THREE LOCAL MINISTERIUM GROUPS AND A VARIETY OF ORGANIZATIONS; -FREE FOOT CARE CLINIC HELD AT GRACE PLACE SHELTER SERVED EIGHT CLIENTS. AMERY IS COMMITTED TO PROVIDING SEVERAL HEALTH CARE SUPPORT SERVICES, INTENDED TO INCREASE ACCESS AND QUALITY OF CARE IN HEALTH SERVICES TO INDIVIDUALS, ESPECIALLY PERSONS LIVING IN POVERTY AND THOSE IN OTHER VULNERABLE POPULATIONS. THESE SUPPORT SERVICES INCLUDE: PATIENT EMERGENCY FUND, SOCIAL WORKERS PROVIDING SUPPORT ABOVE AND BEYOND STANDARD OF PRACTICE, AND ADVANCE CARE DIRECTIVES ASSISTANCE. AMERY CONTINUES TO HOST, MAINTAIN AND SUPPORT THE COMMUNITY GARDEN OF 18 BEDS ALONGSIDE LOCAL COMMUNITY PARTNERS. 2. HEALTH PROFESSIONS EDUCATION: $317,700 IN 2023, AMERY PROVIDED TRAINING FOR STUDENTS IN THE FOLLOWING FIELDS: NURSING (34), MEDICAL ASSISTANT (1), CERTIFIED REGISTERED NURSE ANESTHETIST (1), NURSE PRACTITIONER (4), PHARMACY (3), PHYSICAL THERAPY (1), PHYSICAL THERAPY ASSISTANT (1), PHLEBOTOMY (1), RESIDENT PHYSICIANS (4). AMERY ALSO SUPPORTS SCHOLARSHIPS TO LOCAL HIGH SCHOOL SENIORS PURSUING A CAREER IN A HEALTH-RELATED FIELD. 3. SUBSIDIZED HEALTH SERVICES: $2,158,359 AMERY IS COMMITTED TO PROVIDING NEEDED SERVICES, EVEN AT A FINANCIAL LOSS BECAUSE THEY ARE NEEDED IN THE COMMUNITY AND WOULD OTHERWISE NOT BE AVAILABLE IN SUFFICIENT AMOUNTS. IN 2023, SUBSIDIZED HEALTH SERVICES INCLUDED: EMERGENCY AND TRAUMA, AMERY, CLEAR LAKE AND LUCK CLINICS AND BEHAVIORAL HEALTH. 4. CASH AND IN-KIND CONTRIBUTIONS: $127,317 AMERY HELPED VARIOUS NON-PROFIT ORGANIZATIONS, COMMUNITY GROUPS, AND SCHOOL PROGRAMS THROUGH CASH DONATIONS AND SPONSORSHIPS. IN-KIND DONATIONS INCLUDE STAFF HOURS SPENT IN SUPPORT OF LOCAL COMMUNITY BOARDS OR COMMITTEE WORK SUCH AS: KINSHIP OF POLK COUNTY, REGIONAL TRAUMA ADVISORY COUNCIL, AND ST. CROIX VALLEY INJURY PREVENTION, AND STATE TRAUMA ADVISORY COUNCIL. TO HELP COMBAT POVERTY, AMERY PROVIDES AMERY AREA FOOD SHELF WITH FREE RENT, HEAT AND SPACE, A BENEFIT OF OVER $74,000. 5. COMMUNITY BUILDING ACTIVITIES: $56,412 AMERY PROVIDES LEADERSHIP AND PARTICIPATES IN SEVERAL STRATEGIC COMMUNITY COLLABORATIONS AND INITIATIVES, INCLUDING: POLK COUNTY ECONOMIC DEVELOPMENT CORP, POLK COUNTY PUBLIC HEALTH, POLK UNITED, AMERY ECONOMIC DEVELOPMENT CORP, MENTAL HEALTH TASK FORCE, NORTHWEST WISCONSIN HEALTHCARE EMERGENCY READINESS, POLK COUNTY I-TEAM, AND PARTNERS FOR RECOVERY. AMERY CONTINUOUSLY FOCUSES ON SUSTAINABILITY EFFORTS THROUGH INITIATIVES SUCH AS GREENING THE OR, EQUIPMENT DONATIONS, AND COMPOSTING: -COLLECTED 64 TONS OF MATERIALS, WHICH WERE REUSED AND RECYCLED, THEREBY KEPT OUT OF THE LANDFILL; -OVER $19,000 WAS SAVED THROUGH THE GREENING THE OR PROGRAM IN 2023; -1.1 TONS OF CAFETERIA FOOD WASTE WAS COMPOSTED; -0.12 TONS OF EQUIPMENT WAS DONATED; -39 TONS OF MATERIALS WERE RECYCLED. THE MEDICATION TAKE BACK PROGRAM COLLECTED 505 POUNDS OF UNUSED PRESCRIPTION MEDICATIONS IN A SECURE MANNER TO PREVENT ACCIDENTAL POISONING OR MISUSE AND PREVENT MEDICATIONS FROM ENTERING THE WATER AND DRINKING WATER. 6. COMMUNITY BENEFIT OPERATIONS: $10,780 STAFF TIME IS ALLOCATED TO THE TRAINING, MANAGEMENT, AND REPORTING OF COMMUNITY BENEFITS TO BEST CAPTURE AMERY'S COMMITMENT TO COMMUNITY HEALTH IMPROVEMENT. 7. ORGANIZATION AWARDS AND ACHIEVEMENTS WE ARE VERY PROUD THAT OUR HOSPITAL CONTINUED ITS NATIONAL AWARD-WINNING TRADITIONS OF EXCEPTIONAL CARE AND PERFORMANCE IN ALL AREAS. HERE ARE A FEW OF THE HIGHLIGHTS FROM 2023: TOP 100 CRITICAL ACCESS HOSPITAL IN THE COUNTRY FROM THE CHARTIS CENTER FOR RURAL HEALTH; PERFORMANCE LEADERSHIP AWARD WINNER IN THE "PATIENT PERSPECTIVE" CATEGORY FROM THE CHARTIS GROUP; TREE CAMPUS HEALTHCARE AWARD FROM THE ARBOR DAY FOUNDATION; CENTER OF DISTINCTION AWARD FROM HEALOGICS, PRESENTED TO AMERY'S WOUND HEALING CENTER; TOP 25 ENVIRONMENTAL EXCELLENCE AWARD, CIRCLE OF EXCELLENCE AWARD IN WATER AND GREENING THE OPERATING ROOM RECOGNITION AWARD FROM PRACTICE GREENHEALTH; BIRTHING-FRIENDLY DESIGNATION FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES.
FORM 990, PART VI, SECTION A, LINE 6RH-WISCONSIN, INC. IS THE CLASS A MEMBER AND GHI IS THE CLASS B MEMBER OF AMERY.
FORM 990, PART VI, SECTION A, LINE 7AAMERY'S BOARD OF DIRECTORS IS COMPRISED OF NOT MORE THAN 13 PERSONS APPOINTED AS FOLLOWS: - 7 COMMUNITY REPRESENTATIVES APPOINTED BY THE CLASS A MEMBER (RH-WISCONSIN), FROM RECOMMENDATIONS BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. - 3 REPRESENTATIVES APPOINTED BY THE CLASS B MEMBER (GHI). - 3 HEALTH CARE PROVIDERS NOMINATED BY THE PHYSICIAN GROUP STAFFING ARMC'S PRIMARY CARE CLINIC AND APPOINTED BY THE CLASS B MEMBER (GHI). - THE PRESIDENT AND CHIEF MEDICAL OFFICER OF AMERY SIT IN EX-OFFICIO CAPACITIES, WITHOUT THE RIGHT TO VOTE.
FORM 990, PART VI, SECTION A, LINE 7BTHE CLASS A AND CLASS B MEMBERS (RH-WISCONSIN, INC. AND GHI RESPECTIVELY) BOTH MUST APPROVE THE DECISIONS OF THE BOARD OF DIRECTORS AS FOLLOWS: - AMENDMENT OF ARTICLES OR BYLAWS IMPACTING MEMBERSHIP - RESIGNATION OF A MEMBER - DISSOLUTION - ANY CHANGE IN THE FUNDAMENTAL NATURE OR PURPOSE - MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION - DISPOSITION OF SUBSTANTIALLY ALL ASSETS. ONLY THE CLASS A MEMBER MUST APPROVE THE DECISIONS OF THE BOARD OF DIRECTORS AS FOLLOWS: - AMENDMENT OF ARTICLES OR BYLAWS NOT IMPACTING MEMBERSHIP - ANNUAL OPERATING AND CAPITAL BUDGETS AND STRATEGIC PLANS - ESTABLISHMENT OF NEW ENTITIES OR SIGNIFICANT RELATIONSHIPS WITH OTHER ENTITIES - UNBUDGETED EXPENDITURES IN EXCESS OF AMOUNTS ESTABLISHED BY THE MEMBER - GUARANTEEING THE DEBT OF ANY OTHER PERSON OR ENTITY - A LOAN OR OTHER INDEBTEDNESS IN EXCESS OF AMOUNTS ESTABLISHED BY THE MEMBER - TRANSFER OF ASSETS TO ANOTHER ENTITY - APPOINTMENT OF THE PRESIDENT AND THE BOARD CHAIR.
FORM 990, PART VI, SECTION B, LINE 11BAMERY'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF AMERY. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE TAX DEPARTMENT OF GROUP HEALTH PLAN, INC. (GHI), THE MANAGEMENT TEAM OF AMERY, GHI'S INTERNAL LEGAL DEPARTMENT AND AMERYS OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS COMPLETED AND PRESENTED TO THE GOVERNING BODY OF AMERY. AMERY MAKES AVAILABLE TO THE GOVERNING BODY (BOARD OF DIRECTORS) A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN A PRE-MEETING PACKET, AND IS AN AGENDA ITEM AT A MEETING OF THE FULL BOARD OF DIRECTORS. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 12CTHE AMERY BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE GENERAL COUNSEL OF HEALTHPARTNERS REVIEWS THE QUESTIONNAIRE RESPONSES AND DEVELOPS A REPORT DETAILING ANY POTENTIALLY MATERIAL CONFLICTS FOR THE PRESIDENT AND CHAIR OF THE BOARD. A VERBAL SUMMARY IS ALSO GIVEN TO THE FULL BOARD OR APPROPRIATE COMMITTEE ENDING WITH A REMINDER TO COVERED PERSONS OF THE POLICY'S MANDATE THAT EACH PERSON IS OBLIGATED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY MAY ARISE THROUGHOUT THE YEAR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY. IF A DISCLOSED CONFLICT OF INTEREST IMPACTS AN AGENDA ITEM OR DECISION, THE COVERED PERSON WOULD BE EXCLUDED FROM VOTING AND MAY BE EXCLUDED FROM RECEIVING INFORMATION AND/OR PARTICIPATING IN DELIBERATIONS, DEPENDING ON THE CIRCUMSTANCES.
FORM 990, PART VI, SECTION B, LINE 15AMERY'S PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS), LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC (LAKEVIEW) OR BY GROUP HEALTH PLAN, INC. (GHI), ALL OF WHICH ARE RELATED ORGANIZATIONS, OR BY AMERY. GHI, REGIONS, LAKEVIEW AND AMERY HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF AMERY'S PRESIDENT AND OTHER OFFICERS. EVERY THREE YEARS, THE INDEPENDENT COMPENSATION COMMITTEE OF THE GHI BOARD OF DIRECTORS (THE "COMMITTEE"), RETAINS AN EXTERNAL COMPENSATION EXPERT TO CONDUCT AN EXTENSIVE MARKET COMPARABILITY REVIEW FOR ALL OFFICERS OF THE ORGANIZATION. THE REVIEW INCLUDES ALL COMPONENTS OF TOTAL COMPENSATION: BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE APPROPRIATE COMMITTEE. BASED ON THIS DATA, EITHER THE EXECUTIVE COMMITTEE OF REGIONS, THE COMPENSATION COMMITTEE OF GHI, LAKEVIEW'S EXECUTIVE COMMITTEE, OR THE AMERY EXECUTIVE COMMITTEE (THE "COMMITTEES") DETERMINE MINIMUM AND MAXIMUM TOTAL COMPENSATION RANGES FOR EACH EMPLOYED OFFICER. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE COMMITTEES' DIRECTION, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION CONSULTANT FOR THE COMMITTEE. FOR CERTAIN POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED TO SET SALARY RANGES BASED ON THE COMPETITIVE MARKET DATA SPECIFIC TO THOSE POSITIONS. THE COMMITTEES REVIEW AND APPROVE EACH YEAR'S COMPENSATION RESULTS. IN ALL CASES, THE COMMITTEES' MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMMITTEES MEMBERS' INDEPENDENCE AND THIS IS UPDATED AT ANY MEETING AT WHICH DECISIONS ARE BEING MADE. STAFF (OTHER THAN THE SECRETARY TO THE BOARD) IS NOT IN THE ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. WITH AMERY'S BOARD OF DIRECTORS INPUT, THE ST CROIX VALLEY EXECUTIVE LEADER CONDUCTS THE ANNUAL PERFORMANCE REVIEW AND, WITH AMERY'S BOARD APPROVAL, DETERMINES THE COMPENSATION OF THE AMERY PRESIDENT. AMERY'S BOARD HAS DELEGATED TO THE PRESIDENT THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL ARMC-EMPLOYED OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMMITTEE. ANY EXCEPTIONS TO COMPENSATION IN EXCESS OF THE APPROVED RANGES ARE APPROVED BY THE AMERY'S EXECUTIVE COMMITTEE. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND ON THE EMPLOYEE'S W-2.
FORM 990, PART VI, SECTION C, LINE 18AMERY'S 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM AMERY OR HEALTHPARTNERS, INC.
FORM 990, PART VI, SECTION C, LINE 19AMERY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
990, PART VII, SEC A, LN 1A, COL (B) - RELATED ORGANIZATION AVERAGE HOURSDIRECTORS AND OFFICERS OF ARMC ARE EMPLOYED AND COMPENSATED BY GHI, INC., REGIONS HOSPITAL, LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION OR ARMC. REPORTED AVERAGE HOURS WORKED ARE BASED ON THEIR TOTAL COMPENSATION FROM ALL RELATED ORGANIZATIONS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HEALTHPARTNERS INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309411693838HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATIONMN501(C)(4)N/A0
HPI-RAMSEY
8170 33RD AVE S PO BOX 1309MPLSMN554401309411793333CORPORATE PLANNING AND OVERSIGHTMN501(C)(3)0509(A)(3) TYPE IHEALTHPARTNERS INC
GROUP HEALTH PLAN INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309410797853STAFF MODEL HEALTH MAINTENANCE ORGANIZATIONMN501(C)(3)0170(B)(1) (A)(III)HEALTHPARTNERS INC
RH WISCONSIN INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309202287016CORPORATE PLANNING AND OVERSIGHTWI501(C)(3)0509(A)(3) TYPE IHPI - RAMSEY
HEALTHPARTNERS INSTITUTE
8170 33RD AVE S PO BOX 1309MPLSMN554401309411670163HEALTHCARE EDUCATION AND RESEARCHMN501(C)(3)0509(A)(3) TYPE IHEALTHPARTNERS INC
CAPITOL VIEW TRANSITIONAL CARE CENTER
8170 33RD AVE S PO BOX 1309MPLSMN554401309412011453TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITALMN501(C)(3)0170(B)(1) (A)(III)HPI - RAMSEY
REGIONS HOSPITAL
8170 33RD AVE S PO BOX 1309MPLSMN554401309410956618HOSPITALMN501(C)(3)0170(B)(1) (A)(III)HPI - RAMSEY
REGIONS HOSPITAL FOUNDATION
8170 33RD AVE S PO BOX 1309MPLSMN554401309411888902PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTHMN501(C)(3)0170(B)(1) (A)(VI)HPI - RAMSEY
RHSC INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309411891928HEALTHCARE STAFFING AND INTENSE REHAB SERVICESMN501(C)(3)0509(A)(3) TYPE IIHEALTHPARTNERS INC
HUDSON HOSPITAL INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309390804125HOSPITALWI501(C)(3)0170(B)(1) (A)(III)RH-WISCONSIN INC
HUDSON HOSPITAL FOUNDATION INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309391279567PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTHWI501(C)(3)0170(B)(1) (A)(VI)HUDSON HOSPITAL INC
LAKEVIEW HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309MPLSMN554401309411386635PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTHMN501(C)(3)0170(B)(1) (A)(VI)LAKEVIEW HEALTH
LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309410811697HOSPITALMN501(C)(3)0170(B)(1) (A)(III)LAKEVIEW HEALTH
STILLWATER MEDICAL GROUP
8170 33RD AVE S PO BOX 1309MPLSMN554401309830379473CLINIC STAFF AND FACILITIESMN501(C)(3)0509(A)(3) TYPE ILAKEVIEW HEALTH
LAKEVIEW HEALTH
8170 33RD AVE S PO BOX 1309MPLSMN554401309300221189CORPORATE PLANNING AND OVERSIGHTMN501(C)(3)0509(A)(3) TYPE IIHPI - RAMSEY
WESTFIELDS HOSPITAL INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309390808442HOSPITALWI501(C)(3)0170(B)(1) (A)(III)RH-WISCONSIN INC
WESTFIELDS HOSPITAL FOUNDATION INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309391770913PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTHWI501(C)(3)0170(B)(1) (A)(VI)WESTFIELDS HOSPITAL INC
PARK NICOLLET HEALTH SERVICES
6500 EXCELSIOR BLVDST LOUIS PARKMN55426363465840CORPORATE PLANNING AND OVERSIGHTMN501(C)(3)0509(A)(2)HEALTHPARTNERS INC
PARK NICOLLET FOUNDATION
6500 EXCELSIOR BLVDST LOUIS PARKMN55426237346465SUPPORT TO RELATED ENTITIES AND COMMUNITY HEALTHMN501(C)(3)0170(B)(1) (A)(VI)PARK NICOLLET HEALTH SERVICES
PARK NICOLLET METHODIST HOSPITAL
6500 EXCELSIOR BLVDST LOUIS PARKMN55426410132080HOSPITALMN501(C)(3)0170(B)(1) (A)(III)PARK NICOLLET HEALTH SERVICES
PARK NICOLLET HEALTH CARE PRODUCTS
6500 EXCELSIOR BLVDST LOUIS PARKMN55426010638901DURABLE MEDICAL EQUIPMENT AND OTHER HEALTH CARE RETAIL SALESMN501(C)(3)0509(A)(3) TYPE IPARK NICOLLET HEALTH SERVICES
PARK NICOLLET CLINIC
6500 EXCELSIOR BLVDST LOUIS PARKMN55426410834920CLINIC SERVICESMN501(C)(3)0170(B)(1) (A)(III)PARK NICOLLET HEALTH SERVICES
PNMC HOLDINGS
6500 EXCELSIOR BLVDST LOUIS PARKMN55426411741792HEALTHCARE REAL ESTATEMN501(C)(3)0509(A)(3) TYPE IPARK NICOLLET HEALTH SERVICES
AMERY REGIONAL MEDICAL CENTER FOUNDATION INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309391726539PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTHWI501(C)(3)Yes (1)170(B)(1) (A)(VI)AMERY REGIONAL MEDICAL CENTER INC
HUTCHINSON HEALTH
8170 33RD AVE S PO BOX 1309MPLSMN554401309841715908HOSPITALMN501(C)(3)0170(B)(1) (A)(III)PARK NICOLLET HEALTH SERVICES
HUTCHINSON HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309MPLSMN554401309363317820PROVIDE SUPPORT TO HOSPITALMN501(C)(3)0170(B)(1) (A)(VI)HUTCHINSON HEALTH
HEALTHPARTNERS RC
8170 33RD AVE S PO BOX 1309MPLSMN554401309844261122HOSPITALMN501(C)(3)0170(B)(1)(A)(III)PARK NICOLLET HEALTH SERVICES
OLIVIA HOSPITAL & CLINIC FOUNDATION
8170 33RD AVE S PO BOX 1309MPLSMN554401309411839619PROVIDE SUPPORT TO HOSPITALMN501(C)(3)0509(A)(3) TYPE IHEALTHPARTNERS RC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
HEALTHPARTNERS ADMINISTRATORS INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309411629390THIRD PARTY ADMINISTRATORMNHEALTHPARTNERS INCC0
HEALTHPARTNERS ASSOCIATES INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309522365151MEDICAL CLINIC STAFFING AND ASSET MANAGEMENTMNHEALTHPARTNERS ADMINISTRATORS INCC0
HEALTHPARTNERS SERVICES INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309411683568MEDICAL CLINIC STAFFING AND ASSET MANAGEMENTMNHEALTHPARTNERS ADMINISTRATORS INCC0
HEALTHPARTNERS INSURANCE COMPANY
8170 33RD AVE S PO BOX 1309MPLSMN554401309411683523MEDICAL AND DENTAL INSURANCEMNHEALTHPARTNERS ADMINISTRATORS INCC0
DENTAL SPECIALTIES INC
8170 33RD AVE S PO BOX 1309MPLSMN554401309451297583PROFESSIONAL DENTAL SERVICESMNHEALTHPARTNERS ADMINISTRATORS INCC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HEALTHPARTNERS INC - CLAIMSHEALTHCARE SERVICES
L$446,905FAIR VALUE
AMERY REGIONAL MEDICAL CENTER FOUNDATION INC
C$3,271,103FAIR VALUE