2023-08-30T06:43:44-05:00 2022-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-01-01 412056863 BLUESTEM HEALTH BLUE 4024761640 1021 N 27TH ST LINCOLN NE 68503 BRAD MEYER CHIEF EXECUTIVE OFFICER 4024761640 2023-08-25 1 BRAD MEYER 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2023-08-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRAD MEYER 1021 N 27TH ST LINCOLN NE 68503 23709333 0 X WWW.BLUESTEMLINCOLN.COM X 2002 NE TO BE A TRUSTED RESOURCE FOR EXCELLENT MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES. 16 16 233 21 0 0 5535067 6021434 17307612 17629849 2569 36173 17968 21877 22863216 23709333 0 0 0 0 12087575 13398490 0 0 0 7147443 8342786 19235018 21741276 3628198 1968057 12281950 21288790 2448152 9486935 9833798 11801855 X TO BE A TRUSTED RESOURCE FOR EXCELLENT MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES. 0 0 10060156 10909381 MEDICAL SERVICES - BLUESTEM HEALTH PROVIDES COMPREHENSIVE MEDICAL SERVICES TO ITS PATIENTS. OUR PROVIDER STAFF INCLUDES FAMILY PRACTICE PHYSICIANS, NURSE PRACTITIONERS, PHYSICIAN ASSISTANTS, AND PSYCHIATRIC NURSE PRACTITIONER & BEHAVIORAL HEALTH THERAPISTS. 1251972 1031961 DENTAL SERVICES - BLUESTEM HEALTH OFFERS DENTAL SERVICES INCLUDING: X-RAYS, EXAMS, CLEANINGS, FILLINGS, SEALANTS AND EXTRACTIONS. 6593024 5705813 OTHER SERVICES - COMMUNITY SERVICES, MEDICAL RECORDS, LAB, PHARMACY. 6593024 5705813 17905152 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 45 0 1 233 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JACQUE FANNING CHIEF FINANCIAL OFFICER 4024705421 1021 N 27TH STREET LINCOLN NE 68503 VINCENT PAUL RAMIREZ CHAIR 2.00 X X 0 0 0 ANDREW SCHILL VICE CHAIR 2.00 X X 0 0 0 BETSY TONNIGES SECRETARY 2.00 X X 0 0 0 NIKI STEHLIK TREASURER 2.00 X X 0 0 0 DANNY MURRAY DIRECTOR THRU 2/2022 1.00 X 0 0 0 ROMEO GUERRA DIRECTOR 1.00 X 0 0 0 DEREK BLUMENSTOCK DIRECTOR 1.00 X 0 0 0 GALEN BERNADT DIRECTOR 1.00 X 0 0 0 BOB BLEICHER DIRECTOR 1.00 X 0 0 0 BETH WHITAKER DIRECTOR 1.00 X 0 0 0 DAVID WISCH DIRECTOR 1.00 X 0 0 0 JANICE WALKER DIRECTOR 1.00 X 0 0 0 KEVIN KARMAZIN DIRECTOR 1.00 X 0 0 0 LECIA ANN VITOSH DIRECTOR 1.00 X 0 0 0 LUCY FLOREZ DIRECTOR 1.00 X 0 0 0 MICHELLE ROBERTS DIRECTOR 1.00 X 0 0 0 TYLER STRONG DIRECTOR 1.00 X 0 0 0 MARCIA MURRAY DIRECTOR THRU 2/2022 1.00 X 0 0 0 BRAD MEYER CEO 40.00 X 249880 0 9252 JACQUE FANNING CFO 40.00 X 158462 0 19676 SHANE LUDWIG COO 40.00 X 164482 0 16202 DR MICHAEL ISRAEL CHIEF MEDICAL OFFICER 40.00 X 333160 0 39058 DR ANDREW SHAHAN DEPUTY MEDICAL DIRECTOR 40.00 X 315220 0 7658 DR HORACIO ALVAREZ RAMIREZ PHYSICIAN 40.00 X 252938 0 21093 DR CHARLES KRESHEL PHYSICIAN 40.00 X 300984 0 9291 DR HEATHER KLEEMAN PHYSICIAN 40.00 X 257597 0 32370 2032723 0 154600 23 0 1 0 RPH INNOVATIONS LLC PO BOX 60502 BROOKLYN NY 11206 340B PROGRAM MANAGEMENT AND PROCESSING F 427609 HERRERA CONCRETE LLC 2900 W PLEASANT HILL RD LINCOLN NE 68523 CONCRETE REPLACEMENT 137246 PAUL DAVIS RESTORATION 3641 S 6TH STREET LINCOLN NE 68502 REMODELING AREAS OF LEASED BUILDINGS 127758 ELEANOR CREATIVE LLC 701 P STREET SUITE 201 LINCOLN NE 68508 MARKETING SERVICES 126721 CLEANING STARS LLC 7613 RUTLEDGE AVE LINCOLN NE 68504 CLEANING SERVICES 111430 7 5921052 100382 6021434 MEDICAID 621400 6160725 6160725 PHARMACY 621400 5021983 5021983 PATIENT FEES 621400 3367041 3367041 MEDICARE 621400 2155494 2155494 QUALITY INCENTIVES 621400 924606 924606 17629849 36173 36173 4571 0 4571 4571 4571 MISCELLANEOUS REVENUE 900099 17306 17306 17306 23709333 17647155 0 40744 X 617954 617954 57324 57324 10186867 9523701 663166 271228 208044 63184 1528223 1264856 263367 736894 553550 183344 11340 11340 136247 17981 118266 2239922 1460753 779169 181601 181601 895231 417774 477457 1026511 849761 176750 40489 972 39517 35946 35126 820 397814 329060 68754 101090 68442 32648 MEDICAL SUPPLIES 1869891 1869891 MEDICATIONS 527505 527505 OTHER PROGRAM SERVICES 455447 454263 1184 BAD DEBT EXPENSE 219171 219171 204581 46978 157603 21741276 17905152 3836124 0 4600 4600 4555119 6591736 1148946 723872 2018206 2413299 584847 727274 186668 325569 6163955 3128681 2165753 3035274 222393 194601 1395418 7272565 12281950 21288790 2448152 2566036 0 6920899 2448152 9486935 X 9833798 11801855 9833798 11801855 12281950 21288790 1968057 0 X X 0 1 X 1 1 1 X 2735675 2792875 4272040 5535067 6021434 21357091 2735675 2792875 4272040 5535067 6021434 21357091 21357091 18177 14580 10372 7480 40744 91353 686 1404 1838 13057 17306 34291 21482735 68940710 0.99420 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2497146 1150638 1346508 3020064 1845281 1174783 646745 132762 513983 3035274 ESTIMATED THIRD PARTY SETTLEMENT 397000 RIGHT OF USE ASSETS 6875565 7272565 LEASE LIABILITY 6920899 6920899 X 23490162 0 23490162 219171 219171 23709333 21522105 0 21522105 219171 219171 21741276 PART X, LINE 2: THE HEALTH CENTER ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. THE HEALTH CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2022 AND 2021, THE HEALTH CENTER HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT 219,171. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT 219,171. X X 0 0 0 0 0 0 0 1 0 DR MICHAEL ISRAEL CHIEF MEDICAL OFFICER 208955 0 124157 0 48 0 7535 0 31523 0 372218 0 0 0 DR ANDREW SHAHAN DEPUTY MEDICAL DIRECTOR 220120 0 95100 0 0 0 7124 0 534 0 322878 0 0 0 DR CHARLES KRESHEL PHYSICIAN 220576 0 80408 0 0 0 8806 0 485 0 310275 0 0 0 DR HEATHER KLEEMAN PHYSICIAN 212651 0 44946 0 0 0 9390 0 22980 0 289967 0 0 0 DR HORACIO ALVAREZ RAMIREZ PHYSICIAN 207648 0 45290 0 0 0 8128 0 12965 0 274031 0 0 0 BRAD MEYER CEO 206545 0 43275 0 60 0 9118 0 134 0 259132 0 0 0 SHANE LUDWIG COO 135206 0 29276 0 0 0 5362 0 10840 0 180684 0 0 0 JACQUE FANNING CFO 129392 0 29070 0 0 0 5910 0 13766 0 178138 0 0 0 PART I, LINE 7 BLUESTEM HEALTH IS PART OF AN ORGANIZATION THAT STRIVES TO SAVE INSURANCE COMPANIES MONEY WHILE ALSO IMPROVING THE HEALTH OF PATIENTS. THE ORGANIZATION SETS OVERALL MEASURES/GOALS FOR THE HEALTH CENTER TO ACHIEVE. BASED ON HOW WELL THE HEALTH CENTER PERFORMS AND THE OUTCOMES IT PRODUCES FOR PATIENTS, THE HEALTH CENTER RECEIVES INCENTIVE PAYMENTS. A PORTION OF THESE PAYMENTS ARE THEN PAID OUT TO THE PROVIDERS AND SUPPORT STAFF WHO HELPED THE HEALTH CENTER PERFORM AT AND ABOVE THEIR GOALS. CHRISTINA LUDWIG WIFE OF KEY EMPLOYEE 57324 COMPENSATION AND BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 1A A SIMPLE MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWERS OF THE BOARD WHEN THE BOARD IS IN SESSION AND SHALL GENERALLY PERFORM SUCH DUTIES AND EXERCISE SUCH POWERS AS MAY BE DELEGATED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS IT TO THE BOARD OF DIRECTORS WITH A RECOMMENDATION FOR APPROVAL BEFORE IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY RESPONSIBLE PERSONS AND EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY POSSIBLE CONFLICTS OF INTEREST. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED AT THE ANNUAL MEETING EACH YEAR. A RESPONSIBLE PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF BLUESTEM HEALTH SETS THE COMPENSATION FOR THE CHEIF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. THEY REVIEW AN ANNUAL SALARY SURVEY CONDUCTED BY THE NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS. THE BOARD ALSO REVIEWS THE SALARY SURVEY FOR NONPROFIT ORGANIZATIONS CONDUCTED BY THE MEDICAL GROUP MANAGEMENT ASSOCIATION. DECISIONS FOR COMPENSATION ARE BASED ON A PERSON'S EXPERIENCE, SKILLS AND EDUCATIONAL LEVEL. THE SALARIES ARE APPROVED WITH A MAJORITY VOTE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 BLUESTEM HEALTH MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MEDICAL CONTRACTORS: PROGRAM SERVICE EXPENSES 1,099,768. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,099,768. ADMINISTRATIVE SUPPORT: PROGRAM SERVICE EXPENSES 360,985. MANAGEMENT AND GENERAL EXPENSES 779,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,140,154. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS OF BLUESTEM HEALTH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.