WINONA HEALTH SERVICES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINONA HEALTH SERVICES (EIN 41-0713914)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-10
- IRS object ID
- 202022239349300907
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-10T10:32:15-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411765929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410713914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jan Brosnahan | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5074543650 | PhoneNum |
| Signature | 2020-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2020-08-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.147.181.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-05 | IPDt |
| IP Tm | 11:03:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5755687E6BF8D8D10BDE3B83E6631EF3D64C584D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9BEE9501A3B4F00F190E63700B8BF2BC70C7B96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rachelle Heising-Schultz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $108,640,133 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.winonahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Hospital Services | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1105 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $473,351 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,741,886 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,599,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $110,342,728 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $106,205,668 | CYProgramServiceRevenueAmt |
| PY Investment Income | $497,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $673,841 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,008,090 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $113,589,713 | PYTotalRevenueAmt |
| CY Total Revenue | $108,479,163 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,732 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,353 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $67,879,092 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,177,394 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,549,436 | PYOtherExpensesAmt |
| CY Other Expenses | $45,347,873 | CYOtherExpensesAmt |
| PY Total Expenses | $113,465,260 | PYTotalExpensesAmt |
| CY Total Expenses | $111,569,620 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $124,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,090,457 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,591,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,498,222 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,157,877 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,580,356 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,433,810 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,917,866 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Devoted to improving the health and well-being of our family, friends and neighbors. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $96,060,915 | ExpenseAmt |
| Grant | $44,353 | GrantAmt |
| Revenue | $105,991,806 | RevenueAmt |
| Desc | Winona Health Services (WHS), a 49-bed hospital, has provided care to its community and services from birth to death for 125 years. It is the sole community provider in the Winona, Minnesota area. In fiscal year 2019, WHS had 1,948 admissions; 209 births; 3,193 inpatient and outpatient surgeries; and 13,741 visits to the emergency room.To fulfill its mission of community service, the Corporation provides care to patients and residents who meet certain criteria under its charity care and community benefit policy without charge or at amounts less than its established rates. Because the Corporation does not pursue collection of amounts determined to qualify as charity care, they are not reported as patient and resident service revenue.Charity Care: WHS provides medical care to the community regardless of an individual's ability to pay. The charity care cost based on charges foregone was approximately $1,101,496 for FY 2019. In furtherance of its charitable purpose, the Corporation provides a wide variety of benefits to the community. These services and donations account for a measurable portion of the Corporation's costs and serve to promote healthy life styles, community development, health education, and affordable access to care.The Corporation maintains records to identify and monitor the level of community benefit services it provides. Those records include management's estimate of the cost to provide charity care, the cost of services and supplies furnished for community benefit programs and costs in excess of program payments for treating Medical Assistance patients.In addition to community benefit costs, the Corporation provides additional community contributions such as services to Medicare and Medicaid patients below the costs for treatment, other uncompensated care, discounted pricing to the uninsured, and pays taxes and fees. | Desc |
| Total Program Service Expenses | $96,060,915 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1105 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jan Brosnahan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Ken Mogren | ||||||||||
| Chair | 3.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Steve Blue | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Broghammer MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $529,872 | $0 | $73,682 | ||||
| Vicki Decker | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hugh Miller | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Wagner | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Toni Highum | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra Burke | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Greg Evans | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas Modjeski MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $221,699 | $0 | $47,618 | ||||
| Brian Semling | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Williams | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brett Whyte MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $462,997 | $0 | $78,348 | ||||
| Fatima Said | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Todd Paulson | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Gilmer | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Katrina Hammel MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $354,085 | $0 | $63,979 | ||||
| Rachelle Heising-Schultz | ||||||||||
| President/CEO/Director | 46.00 | 4.00 | Yes (X) | Yes (X) | $422,936 | $0 | $85,336 | |||
| Jan Brosnahan | ||||||||||
| CFO/Treasurer | 48.00 | 2.00 | Yes (X) | $237,154 | $0 | $59,972 | ||||
| Sara Gabrick | ||||||||||
| VP Surgical/Specialty Care | 42.00 | $175,622 | $0 | $44,780 | Yes (X) | |||||
| Christopher Watras MD | ||||||||||
| ED Physician | 40.00 | $448,411 | $0 | $58,601 | Yes (X) | |||||
| Robin Hoeg | ||||||||||
| VP Inpatient & Senior Serv | 40.00 | $167,518 | $0 | $33,406 | Yes (X) | |||||
| Sarah Lallaman DO | ||||||||||
| Pediatrician | 40.00 | $281,284 | $0 | $60,174 | Yes (X) | |||||
| Kevin Christensen MD | ||||||||||
| Dermatologist | 40.00 | $699,671 | $0 | $45,338 | Yes (X) | |||||
| Andrew Millis MD | ||||||||||
| Orthopedic Physician | 40.00 | $652,543 | $0 | $74,840 | Yes (X) | |||||
| Wayne Kelly MD | ||||||||||
| ED/Urgent Care Physician | 40.00 | $548,535 | $0 | $48,004 | Yes (X) | |||||
| Kenneth Johnson MD | ||||||||||
| Orthopedic Physician | 40.00 | $597,341 | $0 | $70,705 | Yes (X) | |||||
| Amarjit Virdi MD | ||||||||||
| Anesthesiologist | 40.00 | $573,069 | $0 | $63,076 | Yes (X) | |||||
| Everett Beguin MD | ||||||||||
| Former Key Employee | 40.00 | $232,363 | $0 | $50,428 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,605,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $958,287 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 95 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cerner Corp | |||||
| P O Box 412702 | Kansas City | MO | 64141 | Services/Contracted | $4,218,787 |
| Sodexo Inc & Affiliates | |||||
| P O Box 360170 | Pittsburgh | PA | 15251 | Contracted EVS, Facilities, FNS | $1,594,270 |
| Locum Tenens Partners LLC | |||||
| 145 Technology Parkway NW Suite 20 | Norcross | GA | 30092 | Contracted Physicians | $869,281 |
| Mayo Collaborative Services Inc | |||||
| P O Box 9146 | Minneapolis | MN | 55480 | Contracted Laboratory | $851,935 |
| Concorde Staff Source Inc | |||||
| 735 N Water Street | Milwaukee | WI | 53202 | Contracted Physicians | $486,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,252,886 | RelatedOrganizationsAmt |
| Government Grants | $346,768 | GovernmentGrantsAmt |
| Noncash Contributions | $1,050 | NoncashContributionsAmt |
| Total Contributions | $1,599,654 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient Service Revenue | 622110 | $99,739,559 | $99,739,559 | |
| Purchased Service Revenue | 900099 | $3,128,292 | $3,128,292 | |
| Supporting Revenue | 900099 | $2,050,624 | $1,791,089 | $259,535 |
| Pharmacy Revenue | 446110 | $1,287,193 | $1,073,377 | $213,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $106,205,668 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $832,524 | TotalRevenueColumnAmt |
| Exclusion | $832,524 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,287 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $160,970 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,287 | SecuritiesAmt |
| Other | -$160,970 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$158,683 | TotalRevenueColumnAmt |
| Exclusion | -$158,683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,479,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,732,317 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $473,351 | UnrelatedBusinessRevenueAmt |
| Exclusion | $673,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,353 | TotalAmt |
| Program Services | $44,353 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035,668 | TotalAmt |
| Program Services | $2,740,440 | ProgramServicesAmt |
| Management And General | $1,295,228 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,976 | TotalAmt |
| Program Services | $456,976 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,072,538 | TotalAmt |
| Program Services | $44,814,497 | ProgramServicesAmt |
| Management And General | $5,258,041 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,773,112 | TotalAmt |
| Program Services | $1,669,564 | ProgramServicesAmt |
| Management And General | $103,548 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,477,078 | TotalAmt |
| Program Services | $5,336,993 | ProgramServicesAmt |
| Management And General | $1,140,085 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,362,022 | TotalAmt |
| Program Services | $2,965,055 | ProgramServicesAmt |
| Management And General | $396,967 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,969 | TotalAmt |
| Management And General | $232,969 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,554 | TotalAmt |
| Management And General | $100,554 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,183 | TotalAmt |
| Management And General | $28,183 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,006,479 | TotalAmt |
| Program Services | $9,487,085 | ProgramServicesAmt |
| Management And General | $2,519,394 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,168 | TotalAmt |
| Program Services | $39,543 | ProgramServicesAmt |
| Management And General | $175,625 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,314,465 | TotalAmt |
| Program Services | $8,820,395 | ProgramServicesAmt |
| Management And General | $494,070 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,512,215 | TotalAmt |
| Program Services | $212,857 | ProgramServicesAmt |
| Management And General | $2,299,358 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,185,038 | TotalAmt |
| Program Services | $3,158,830 | ProgramServicesAmt |
| Management And General | $26,208 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,555 | TotalAmt |
| Program Services | $508,762 | ProgramServicesAmt |
| Management And General | $58,793 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,836 | TotalAmt |
| Program Services | $45,836 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,979 | TotalAmt |
| Program Services | $772,144 | ProgramServicesAmt |
| Management And General | $243,835 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,846,198 | TotalAmt |
| Program Services | $2,923,110 | ProgramServicesAmt |
| Management And General | $923,088 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,495 | TotalAmt |
| Program Services | $673,736 | ProgramServicesAmt |
| Management And General | $212,759 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical Supplies | $5,575,860 | $5,575,860 |
| Bad Debt | $4,421,557 | $4,421,557 |
| MN Care Tax | $1,258,962 | $1,258,962 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,360 | TotalAmt |
| Program Services | $134,360 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,569,620 | TotalAmt |
| Program Services | $96,060,915 | ProgramServicesAmt |
| Management And General | $15,508,705 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,226,469 | BOYAmt |
| EOY | $7,779,609 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,200 | BOYAmt |
| EOY | $507,526 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,927,868 | BOYAmt |
| EOY | $14,261,155 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,830 | BOYAmt |
| EOY | $51,246 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,028,202 | BOYAmt |
| EOY | $2,765,289 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,790 | BOYAmt |
| EOY | $1,030,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $92,773,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,102,517 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,632,075 | BOYAmt |
| EOY | $31,671,055 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,924,970 | BOYAmt |
| EOY | $31,086,382 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,765,506 | BOYAmt |
| EOY | $12,054,727 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,538 | BOYAmt |
| EOY | $2,014,538 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,760,239 | BOYAmt |
| EOY | $1,276,250 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,591,687 | BOYAmt |
| EOY | $104,498,222 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,248,799 | BOYAmt |
| EOY | $10,439,584 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,786,433 | BOYAmt |
| EOY | $16,037,062 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,189,818 | BOYAmt |
| EOY | $6,688,511 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,932,827 | BOYAmt |
| EOY | $6,415,199 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,157,877 | BOYAmt |
| EOY | $39,580,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,433,810 | BOYAmt |
| EOY | $64,917,866 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,433,810 | BOYAmt |
| EOY | $64,917,866 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,591,687 | BOYAmt |
| EOY | $104,498,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,090,457 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $574,513 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,149,492 | OtherCostOrOtherBasisAmt |
| Book Value | $5,149,492 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,746,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,551,523 | DepreciationAmt |
| Book Value | $19,194,860 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,465,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,147,583 | DepreciationAmt |
| Book Value | $5,317,697 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,412,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,403,411 | DepreciationAmt |
| Book Value | $2,009,006 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,671,055 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Defensive Equity Fund | $6,786,741 | F |
| Global Equity Securities | $5,267,986 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,054,727 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Obligation | $6,130,678 |
| Payable to Affiliated Organizations | $284,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,415,199 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Corporation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the financial statements. The Corporation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense, if such interest and penalties are incurred. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $646,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $646,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00600 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,554,161 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,116,853 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,437,308 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02270 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $21,200,161 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $18,116,853 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,083,308 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02870 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,588 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,588 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,228,120 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,992,991 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,235,129 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04890 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $324,194 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $324,194 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,586,902 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,992,991 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,593,911 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05220 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $57,787,063 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $49,109,844 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,677,219 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08090 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $4,421,557 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,768,623 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $12,404,139 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $16,215,266 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$3,811,127 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 Winona Area Ambulance Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Ambulance services | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.50000 | OrgProfitOrOwnershipPct |
| Ofcr Etc Profit Or Ownership | 0.50000 | OfcrEtcProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.winonahealth.org | WebsiteAddressTxt |
| State License | 00701 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | Urgent care & 2 provider based clinics | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Winona Health Services | Part V, Section B, Line 5: In fiscal year 2019 following the collection of the Community Health Needs Assessment survey data (both the standardized survey in English and the translated survey results), Winona Health in partnership with Live Well Winona and Winona County Human Services, facilitated several community listening sessions. These sessions were open to the public, and many diverse organizations were included to represent different stakeholder perspectives. |
| Winona Health Services | Part V, Section B, Line 6b: The assessment was done collaboratively with Winona Health and Winona County Human Services. |
| Winona Health Services | Part V, Section B, Line 11: When considering the preceding 2015 and 2012 CHNA, many of the same opportunities were identified in 2018 CHNA and will continue to be focused on.The Organization is addressing the needs listed below which were identified in the CHNA conducted in the 2018 tax year. Priority 1: Address and help reverse/prevent the unhealthy behaviors that contribute to obesity/overweight and subsequent chronic disease.Priority 2: Strive for health equity given the current inequitable distribution of social determinants of health.Priority 3: Improve mental health.Winona Health's Community Care Network (CCN) Care Coordination Program continued to empower patients to better self-manage their health and well-being, while decreasing utilization of emergency room and hospital services. This integrated clinical and social support care model is comprised of nurses and social workers who help patients reach their goals by providing a linkage between primary care, wellness, prevention, self-management and community services. In collaboration with Winona State University, student health coaches are trained each semester and provide weekly home visits and support to patients enabling them to remain independent in their homes and avoid unnecessary hospitalization.Gr8 Kids is an eight-week wellness program for 4th grade students led by Live Well Winona in partnership with Winona State University. Classes promote age-appropriate education in proper nutrition and active living in an effort to combat the rise in childhood obesity. In 2019, a sixth step of "kindness" was incorporated to begin impacting mental health. Cumulative program data from January 2016-May 2019 highlights two key improvements: an increase of 21.17% of student who exercise at least 60 minutes and an increase of 15.02% in students who get the recommended 5 servings of fruits and vegetables every day. After a year of research, the Pathways Community HUB (HUB) model emerged as the blueprint for Winona Wellbeing Collaborative's (WWC) systems change initiative to address social determinants of health (SDOH) risk factors in high-risk individuals. For implementation of the HUB, one full-time Community Health Worker was hired and a live evidence-based model was launched in June of 2019. Participating partners from Winona Health, Winona County Health & Human Services, Winona Volunteer Services, Project FINE, Winona Are Public Schools, Live Well Winona, and Bluff Country Co-op refer at-risk clients to the CHW for follow-up using a HIPAA-compliant care coordination platform. The CHW meets with the family and conducts a comprehensive SDOH screening and initiates pathways for each risk factor identified. Although utilization of alcohol and tobacco use is a pressing issue for the community, Winona Health has not prioritized this as an actionable item at this time. Providers will continue to provide counseling and guidance, and cessation resources are made available to any patients interested in quitting. Winona Health believes that by focusing on mental/behavioral health, oftentimes the core of substance abuse issues, will impact rates of alcohol and tobacco use. Winona Health continues to act as the fiduciary for the Winona County Alliance for Substance Abuse Prevention (ASAP), and will support efforts to educate and create awareness in the community. |
| Schedule H, Part V, Line 7 and 10: | https://www.winonahealth.org/publications/community-health-needs-assessment/ |
| Schedule H, Part V, Line 16a-c: | https://www.winonahealth.org/patient-information/billing/financial-assistance-care-program/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 5 - Rushford Clinic | ||||
| 109 W Jessie St | Rushford | MN | 55971 | Primary Care Clinic |
| 10 - Winona Home Medical | ||||
| 930 Parks Avenue | Winona | MN | 55987 | DME |
| 11 - Main Street Clinic LLC | ||||
| 855 Mankato Ave | Winona | MN | 55987 | Healthcare Services |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 6a: | The community benefit report is included in the annual report and sent to 30,000 households. Community benefit information is listed in quarterly newsletters and on the website. Information is also included in the waiting rooms. |
| Part I, Line 7: | Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid on line 7b was calculated using the costing methods to prepare the cost reports. Community health improvement services, line 7e, and cash and in-kind donations, line 7i were actual expenses compiled using the CBISA software. The cost for subsidized health services reported on line 7g was determined using the Medicare cost report. |
| Part I, Ln 7 Col(f): | The amount of bad debt expense removed from total expenses to determine the percentage was $4,421,557. |
| Part III, Line 2: | WHS determines bad debt expense by estimating what may not be collectible from patient balances after taking into account appropriate discounts and payments (uninsured discount, eligible charity care discounts/adjustments, and payments received and expected to be received.) Payments on accounts that were written off as bad debt reduces bad debt expense in the current year.Bad debt expense is reported at charges as recorded by the organization. |
| Part III, Line 3: | WHS is estimating that 40% of bad debt accounts would likely qualify for the Organization's charity care guidelines if the patient would have been identified and followed through on the application process. This percentage is based on historical knowledge on those being provided applications and those actually completing the applications to qualify. |
| Part III, Line 4: | The footnote to the organization's financial statements that describes bad debt expenses is located on page 9 of the attached financial statements. |
| Part III, Line 8: | WHS provides services to patients under the Medicare program knowing they will not recover all the costs associated with providing these services. Providing these services is essential to these patients and the community and increases their access to healthcare services. Therefore, the entire Medicare shortfall is considered a community benefit. The Organization reported only those allowable costs and Medicare reimbursements reported in the Medicare cost report for the year.Total revenue received from Medicare is the gross reimbursement plus settlement. Both total revenue received from Medicare and the Medicare allowable costs are reported from the Medicare Cost Report. The Medicare Cost Report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services. |
| Part III, Line 9b: | In keeping with the mission, vision and values of Winona Health Services, our Organization is committed to giving a patient every opportunity to pay their medical debt in full or to make arrangements based on organizational policy. When a patient is in the process of applying for financial assistance, whether charity care or an interest free payment plan, there will be no collection efforts. Collection efforts include phone contacts, letters, patient interviews and filing a judgement against the patient and potential garnishment of wages. After a determination of financial assistance, any personal portion due follows the same collection procedures as other accounts. Accounts will be recalled from collection if an application is completed within 240 days of the date of the first invoice. |
| Part VI, Line 2: | Winona Health Services (WHS) uses a variety of methods to listen to its customers, and the methodologies vary by customer groups. The development of most major services includes the meeting of a community advisory group to assess operations and plans and provide recommendations to the leadership team. WHS also uses point of care feedback comment cards, focus groups, advisory committees comprised of community individuals, and web and consumer newsletter surveys to capture feedback from patients/residents and community. Immediate feedback is obtained from patients/residents and community through pre- and post-service calls, rounding, and informal surveys. WHS also works with local non-profit organizations gathering feedback from local agencies and their boards to ensure community needs are being met. The entire report is available on the Winona Health website. |
| Part VI, Line 3: | WHS places pamphlets that contain information about our charity care programs and policies throughout the Organization, including all patient access areas. In addition, information can be found on our statement, website or by calling the WHS business office either locally or toll-free. WHS also has a plain language brochure which explains options for financial assistance, charity care, government program assistance, and our uninsured discount program. In addition, the WHS social services department and/or a contracted patient advocate may meet with in-house or recently discharged patients to go over all the payment options which include charity care, governmental programs, or other alternative payment options. WHS works with the county to help initiate a screening process for applying for governmental programs by offering the patients an opportunity to lock in an effective date for those programs if subsequently found eligible. WHS also is contracted with MNSure and has Certified Application Counselors onsite to assist patients in applying for insurance coverage through the State run exchange. |
| Part VI, Line 4: | WHS defines its primary service area as the zip code of Winona and the immediate surrounding area with a population base of approximately 35,000 residents. Its secondary service area encompasses a 20-mile radius from Winona representing another 12,000 residents. WHS is located between two large, well-known tertiary health care centers, Mayo and Gundersen Lutheran. WHS has focused on fulfilling its community need: a full primary care facility. WHS defines itself as a primary care health system and provides its patients and residents connections to tertiary level services to meet their needs regionally or nationally, as the patient chooses. In 2018, Winona had a median household income of $44,630 and 19.9% of persons were below the poverty level. The majority of our patients live in Winona which has a population of over 26,594 people. Approximately 17% of our patients are uninsured and/or Medicaid recipients. |
| Part VI, Line 5: | As a sole community provider, WHS offers emergency and urgent care, primary care for all ages, surgical and specialty care, inpatient care, and senior services. Our Board is comprised of physicians and primarily community members. The Board and medical staff are involved in our strategic planning which focuses on the health of our community members. To meet the needs of our community, the Hospital extends privileges to medical staff that are qualified through licensure in the state of Minnesota. We are involved in several on-site and off-site health fairs offering free blood pressure checks, glucose screenings and staff expertise on health questions. We also provide free community health talks for community members on certain health topics. Excess funds are reinvested and used for patient care and facility upgrades.Additional programs that benefit the community include:Health Professional Training: Winona Health Services works closely with nurse and health professional education programs at Winona State University, St. Mary's University, Viterbo College, and Southeast Technical College. Along with training LPNs and RNs on site, other students going into fields of athletic training, social work, nutrition, lab, radiology, physical therapy, respiratory therapy and health administration are also educated and mentored on site. Students work with staff in the following departments: medical/surgical/pediatric unit, family birth center, intensive care unit, emergency department, lab, radiology, social workers, physical and occupational therapy. Preventive Care: WHS encourages preventive care through a number of resources. Winona Health Online is a free web-tool that allows patients to have access to their Winona Health Services records anytime, anywhere with an internet connection. Patients can document their health history, access diabetes and asthma management programs, receive lab test results, and track wellness activities. Winona Health Services offers a number of educational opportunities for the community, from CPR classes to free or low-cost screenings including prostate cancer, cholesterol, depression, skin cancer and mammograms. WHS is the main sponsor for a community-wide health and wellness expo. Community Health Talks provide individuals with educational information on a variety of health topics and are free throughout the year. The Winona Health Services Occupational Health department presents various preventive programs geared toward business leaders and HR professionals. The staff also participates in many community collaborative healthcare events.Employee Health: The Healthy U Program is a health management incentive initiative designed to support and encourage healthy activities for our employees and families. The program reinforces the emphasis on prevention, aiming to improve their health and well-being. Emergency Care: WHS provides 24-hour-a-day, 365-days-per-year emergency care to the community. It employs six full-time physicians and several mid-level providers as the service continues to grow. Winona Health Services has excellent relations with neighboring tertiary facilities and transports patients as needed to La Crosse and Rochester.Community Relations: WHS works with area nonprofit organizations to support health and youth-related activities. Presentations included topics such as stress management, career planning, men and women's health issues, joint pain and surgery, gastroesophageal reflux disease, nutrition, and weight management. Staff members are also involved in several non-profit committees, donating their time to support our community. Community Education: WHS's community education programming includes free or reduced-fee classes on childbirth and parenting, support groups for breastfeeding, cardio-pulmonary resuscitation, diabetes prevention, first aid, and smoking cessation. Staff conduct health screenings at free screenings events at Winona Health and other community health fairs. Winona Health Volunteers offer free healthcare directives educational sessions throughout the year.The Winona Health Community Care Network is a service available to community members who would like help with managing a chronic health condition. Its goal is to support and improve the overall health of individuals who are at high risk for frequent emergency department visits and hospital admissions. |
| Part VI, Line 7, Reports Filed With States | MN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Catholic Charities Diocese of Winona | |||||||
| 111 Market Street | Winona | MN | 55987 | 410721636 | 501(c)(3) | $18,000 | MediApps Program |
| Winona Health Foundation | |||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411879744 | $5,500 | Memorials | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Winona Health Services will review solicitations from other legally recognized, tax-exempt nonprofit organizations whose work benefits the community based on the following: A. The request addresses a community health or wellness issue. B. The request benefits area youth in the areas of health and wellness. C. The request supports a project directly benefiting the community and aligned with Winona Health Services' Missions/Vision/Values. D. The request supports key Winona Health Services business and marketing strategies. E. Priority will be given to local nonprofit organizations. F. Typically, only one request will be awarded to a nonprofit in a given year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Broghammer MD | ||||||||||||||
| Director | $431,738 | $0 | $80,010 | $0 | $18,124 | $0 | $39,599 | $0 | $36,628 | $0 | $606,099 | $0 | $0 | $0 |
| Nicholas Modjeski MD | ||||||||||||||
| Director | $220,753 | $0 | $0 | $0 | $946 | $0 | $20,598 | $0 | $28,505 | $0 | $270,802 | $0 | $0 | $0 |
| Brett Whyte MD | ||||||||||||||
| Director | $440,767 | $0 | $0 | $0 | $22,230 | $0 | $46,169 | $0 | $34,725 | $0 | $543,891 | $0 | $0 | $0 |
| Katrina Hammel MD | ||||||||||||||
| Director | $351,525 | $0 | $0 | $0 | $2,560 | $0 | $30,150 | $0 | $36,162 | $0 | $420,397 | $0 | $0 | $0 |
| Rachelle Heising-Schultz | ||||||||||||||
| President/CEO/Director | $402,545 | $0 | $0 | $0 | $20,391 | $0 | $34,500 | $0 | $50,836 | $0 | $508,272 | $0 | $0 | $0 |
| Jan Brosnahan | ||||||||||||||
| CFO/Treasurer | $228,780 | $0 | $0 | $0 | $8,374 | $0 | $24,750 | $0 | $37,117 | $0 | $299,021 | $0 | $0 | $0 |
| Sara Gabrick | ||||||||||||||
| VP Surgical/Specialty Care | $169,638 | $0 | $0 | $0 | $5,984 | $0 | $16,157 | $0 | $29,821 | $0 | $221,600 | $0 | $0 | $0 |
| Christopher Watras MD | ||||||||||||||
| ED Physician | $433,354 | $0 | $0 | $0 | $15,057 | $0 | $24,750 | $0 | $36,397 | $0 | $509,558 | $0 | $0 | $0 |
| Robin Hoeg | ||||||||||||||
| VP Inpatient & Senior Serv | $161,820 | $0 | $0 | $0 | $5,698 | $0 | $15,227 | $0 | $19,313 | $0 | $202,058 | $0 | $0 | $0 |
| Sarah Lallaman DO | ||||||||||||||
| Pediatrician | $280,199 | $0 | $0 | $0 | $1,085 | $0 | $24,750 | $0 | $37,319 | $0 | $343,353 | $0 | $0 | $0 |
| Kevin Christensen MD | ||||||||||||||
| Dermatologist | $579,862 | $0 | $107,519 | $0 | $12,290 | $0 | $45,000 | $0 | $2,884 | $0 | $747,555 | $0 | $0 | $0 |
| Andrew Millis MD | ||||||||||||||
| Orthopedic Physician | $604,731 | $0 | $35,241 | $0 | $12,571 | $0 | $54,083 | $0 | $23,303 | $0 | $729,929 | $0 | $0 | $0 |
| Wayne Kelly MD | ||||||||||||||
| ED/Urgent Care Physician | $544,618 | $0 | $0 | $0 | $3,917 | $0 | $29,765 | $0 | $18,239 | $0 | $596,539 | $0 | $0 | $0 |
| Kenneth Johnson MD | ||||||||||||||
| Orthopedic Physician | $597,341 | $0 | $0 | $0 | $0 | $0 | $54,083 | $0 | $19,168 | $0 | $670,592 | $0 | $0 | $0 |
| Amarjit Virdi MD | ||||||||||||||
| Anesthesiologist | $552,273 | $0 | $0 | $0 | $20,796 | $0 | $34,200 | $0 | $31,422 | $0 | $638,691 | $0 | $0 | $0 |
| Everett Beguin MD | ||||||||||||||
| Former Key Employee | $232,363 | $0 | $0 | $0 | $0 | $0 | $21,552 | $0 | $30,427 | $0 | $284,342 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | The following individuals received employer contributions to a supplemental non-qualified retirement plan, which is available to executives, physicians, and mid-level providers as determined by the Board of Directors. It is funded by employer contributions, and employees are vested within five years. An alternative plan is available which is funded by employee contributions and not subject to forefeiture. Cal yr 2018 FY2019 Kevin Christensen, MD $20,250 $17,770 Andrew Millis, MD $29,333 $27,129 Kenneth Johnson, MD $29,333 $23,737 Amarjit Virdi, MD $ 9,450 $20,445 Wayne Kelly, MD $ 5,015 $19,509 Matthew Broghammer, MD $14,849 $ 8,307 Brett Whyte, MD $21,419 $ 8,286 Katrina Hammel, MD $ 5,400 $ 1,350 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Winona | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 416005651 | BondIssuerEIN |
| CUSIP | 975232CE7 | CUSIPNum |
| Bond Issued | 2012-05-04 | BondIssuedDt |
| Issue Price | $19,887,849 | IssuePriceAmt |
| Purpose | Refund revenue bonds issued 7/16/2004 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,622,849 | RetiredAmt |
| Total Proceeds | $19,887,849 | TotalProceedsAmt |
| In Reserve Fund | $1,555,683 | InReserveFundAmt |
| Issuance Costs From Proceeds | $356,781 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $17,975,385 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: City of Winona Date the Rebate Computation was Performed: 09/27/2016 |
| Part I, Line B, Column (f): | Refunding of prior revenue bonds originally issued 8/1/2000 and 7/1/2004 and renovation and acquisition of property on Sarnia Street and Parks Avenue. |
| Part II, Line 11(A): | The amount reported on Line 11 represents the amount of proceeds used to refund prior bonds issued in 2004. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Christopher Watras | |||||||
| Employee | Recruitment incentive | Yes (X) | $75,000 | $12,161 | 0 | 0 | Yes (1) |
| Kevin Christensen | |||||||
| Employee | Recruitment incentive | Yes (X) | $50,000 | $19,725 | 0 | 0 | Yes (1) |
| Andrew Millis | |||||||
| Employee | Recruitment incentive | Yes (X) | $50,000 | $19,360 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $51,246 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Ann Marie Olsen Wagner | |||
| Spouse of Board Member Mark Wagner | $91,863 | Employee compensation & benefits | 0 |
| Kathleen Lanik | |||
| Family of Board Member Sandra Burke | $78,883 | Employee compensation & benefits | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | SmartExam allows patients to connect online to a provider from their phone or computer to get a diagnosis and treatment plan in under an hour. Common conditions treated through this application include allergies, birth control, cold, cough or flu, erectile dysfunction, low back pain and urinary tract infection. In October 2018 Winona Home Medical opened providing durable medical equipment. A disregarded entity, Main Street Clinic, LLC, was formed to provide quick care cash-based healthcase services. All of these new programs are related to the exempt purpose of Winona Health Services. |
| Form 990, Part III, line 3 | Winona Health operated two retail pharmacies, Parkview Pharmacy and Winona Clinic Pharmacy. In 2019, these were combined into one location under the Winona Clinic Pharmacy license. |
| Form 990, Part VI, Section A, line 1 | The Executive Committee has the authority to act on behalf of the governing board in between board meetings. The Executive Committee consists of the Board Chair, the chair of each Standing Committee, the President/CEO of the organization. |
| Form 990, Part VI, Section A, line 2 | The following individuals have business relationships: Ken Mogren with Greg Evans Hugh Miller with Todd Paulson Matt Broghammer with Nicholas Modjeski |
| Form 990, Part VI, Section B, line 11b | The return is reviewed initially by the CFO and CEO. It is then reviewed by the Executive Committee before it is filed. In addition, the Form 990 is available to the full governing board prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy covers Senior Leaders, Directors, Officers and Board Committee Members. The policy is signed annually and reviewed by the CEO for conflicts. Any conflicts are brought to the Board for discussion. If a Board Member has a potential conflict, they must abstain from voting. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee has a process in place for determining annual compensation for the CEO based on results of a compensation study, which is completed by an independent consultant every 3 years. An annual review is conducted and documented, with final decisions made by the full board. The same consultant provides market reviews and recommendations for the senior leadership team. This is reviewed by the executive compensation committee; however, the CEO is responsible for adjustments made for this team. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available upon request. The financial statements are also attached to the Form 990. |
| Form 990, Part IX, line 11g | Collection Agency Fees: Program service expenses 513,716. Management and general expenses 0. Fundraising expenses 0. Total expenses 513,716. Consulting Fees: Program service expenses 243,003. Management and general expenses 0. Fundraising expenses 0. Total expenses 243,003. Contracted Physician Fees: Program service expenses 3,008,740. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,008,740. Contracted Services: Program service expenses 4,225,198. Management and general expenses 2,141,231. Fundraising expenses 0. Total expenses 6,366,429. Provider Recruiting: Program service expenses 92,442. Management and general expenses 0. Fundraising expenses 0. Total expenses 92,442. Repair and Maintenance: Program service expenses 1,033,203. Management and general expenses 470. Fundraising expenses 0. Total expenses 1,033,673. Purchased Services: Program service expenses 370,783. Management and general expenses 0. Fundraising expenses 0. Total expenses 370,783. Consulting Fees: Program service expenses 0. Management and general expenses 377,693. Fundraising expenses 0. Total expenses 377,693. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Main Street Clinic LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Ave | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834680257 | EIN |
| Primary Activities | Clinic Services | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Winona Senior Services Inc | ||||||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411936536 | Long-term care | MN | 501(c)(3) | Line 3 | Winona Health Services | Yes (1) |
| Winona Health Foundation | ||||||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411879744 | Fundraising | MN | 501(c)(3) | Line 7 | Winona Health Services | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Winona Senior Services Inc | ||
| O | $156,711 | Due to/from net change in balance |
| Winona Senior Services Inc | ||
| S | $12,934,713 | Due to/from net change in balance |
| Winona Senior Services Inc | ||
| R | $11,622,091 | Due to/from net change in balance |
| Winona Health Foundation | ||
| O | $59,053 | Due to/from net change in balance |
| Winona Health Foundation | ||
| S | $4,500,000 | Due to/from net change in balance |
| Winona Health Foundation | ||
| C | $1,252,886 | Due to/from net change in balance |