Medica Research Institute: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Medica Research Institute (EIN 27-0600894)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349302844
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T10:39:29-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL SUITE 1100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270600894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICA RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9529922058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY QUIST | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9529922058 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD A JACKSON | PreparerPersonNm |
| PTIN | P00092672 | PTIN |
| Phone | 6123324300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID TILFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,634,911 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MEDICARESEARCHINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | MEDICA RESEARCH INSTITUTE CONDUCTS RESEARCH TO ADVANCE KNOWLEDGE THAT INFORMS VALUE-BASED HEALTH CARE AND ACCOUNTABLE COMMUNITIES FOR HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,000,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $433,200 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $368,011 | CYProgramServiceRevenueAmt |
| PY Investment Income | $170,178 | PYInvestmentIncomeAmt |
| CY Investment Income | $282,672 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $603,378 | PYTotalRevenueAmt |
| CY Total Revenue | $6,650,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $120,366 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $118,462 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,615,930 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,673,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $891,338 | PYOtherExpensesAmt |
| CY Other Expenses | $638,639 | CYOtherExpensesAmt |
| PY Total Expenses | $2,627,634 | PYTotalExpensesAmt |
| CY Total Expenses | $2,430,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,024,256 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,219,947 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,319,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,216,654 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $260,718 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $352,280 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,058,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,864,374 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MEDICA RESEARCH INSTITUTE CONDUCTS RESEARCH TO ADVANCE KNOWLEDGE THAT INFORMS VALUE-BASED HEALTH CARE AND ACCOUNTABLE COMMUNITIES FOR HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,105,187 | ExpenseAmt |
| Grant | $118,462 | GrantAmt |
| Revenue | $368,011 | RevenueAmt |
| Desc | IN 2015 THE INSTITUTE'S DOCTORAL-LEVEL INVESTIGATORS CONTINUED TO SEEK AND RECEIVE EXTRAMURAL FUNDING TO CONDUCT HEALTH SERVICES RESEARCH. AS A RESULT, COLLABORATIVE PARTNERSHIPS CONTINUED TO DEVELOP WITH REGIONAL AND NATIONAL RESEARCH INSTITUTIONS AND MAJOR RESEARCH NETWORKS. THROUGHOUT THE YEAR, INSTITUTE INVESTIGATORS DEVOTED EFFORT TO 22 DISTINCT RESEARCH STUDIES. IN ADDITION, INSTITUTE INVESTIGATORS AUTHORED 15 PUBLICATIONS. MAJOR THEMES OF THE PUBLICATIONS INCLUDED: HEALTH CARE DELIVERY, COMMUNITY HEALTH, AND HEALTH CARE USE ENGAGEMENT. IN 2015, TWO INSTITUTE INVESTIGATORS HELD ADJUNCT FACULTY APPOINTMENTS AT THE UNIVERSITY OF MINNESOTA WHERE THEY PROVIDED LECTURER ASSISTANCE FOR COURSES IN QUALITATIVE & QUANTITATIVE RESEARCH METHODS, AND HEALTH ECONOMICS & POLICY. EACH COURSE HAD AN AVERAGE CLASS SIZE OF 30 COLLEGE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $92,199 | ExpenseAmt |
| Desc | THE INSTITUTE CONTINUED TO ADMINISTER ITS INTRAMURAL AWARDS PROGRAM (IAP) WHICH WAS INITIATED IN 2010. THE PROGRAM PROVIDED INSTITUTE INVESTIGATORS WITH AN OPPORTUNITY TO CONDUCT PILOT AND FEASIBILITY STUDIES USING INTERNAL RESOURCES AND EXTERNAL CONSULTANTS. THE INSTITUTE AWARDED FOUR IAPS IN 2015. RESEARCH TOPICS INCLUDED:* THE IMPACT OF FAMILY COMPOSITION ON THE TRANSITION FROM INPATIENT CARE * A TWO-STEP APPROACH FOR PREDICTING THE DIRECTION OF TYPE 2 DIABETES* EVALUATION OF RELATIONSHIP BETWEEN SPECIALTY MARKET CONCENTRATION AND QUALITY OUTCOME MEASURES* THE EFFECT OF MEDICAL HOMES ON HEALTH CARE UTILIZATION AND QUALITY OF CARE FOR SPECIAL NEEDS CHILDREN | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,197,386 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY QUIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529922058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KRISTINA BLOOMQUIST | ||||||||
| EXECUTIVE DIRECTOR | 32.00 | Yes (X) | Yes (X) | $0 | $196,526 | $34,160 | ||
| DAVID TILFORD | ||||||||
| CHAIR/PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $0 | $2,294,734 | $34,907 | ||
| JAMES P JACOBSON | ||||||||
| SECRETARY | 40.00 | Yes (X) | Yes (X) | $0 | $635,112 | $43,765 | ||
| MARY QUIST | ||||||||
| TREASURER | 40.00 | Yes (X) | Yes (X) | $0 | $448,513 | $41,881 | ||
| GLENN E ANDIS | ||||||||
| DIRECTOR | 40.00 | Yes (X) | $0 | $743,529 | $44,541 | |||
| ROBERT LONGENDYKE | ||||||||
| DIRECTOR | 40.00 | Yes (X) | $0 | $618,413 | $41,399 | |||
| TIMOTHY D THULL | ||||||||
| DIRECTOR | 40.00 | Yes (X) | $0 | $706,984 | $42,650 | |||
| MARK WERNER MD | ||||||||
| DIRECTOR | 40.00 | Yes (X) | $0 | $527,360 | $48,269 | |||
| DEBBY S KNUTSON | ||||||||
| DIRECTOR | 40.00 | Yes (X) | $0 | $584,623 | $29,526 | |||
| MARK L BAIRD | ||||||||
| CFO/SVP | 40.00 | Yes (X) | $0 | $1,119,992 | $43,204 | |||
| JANA L JOHNSON | ||||||||
| SVP | 40.00 | $0 | $663,305 | $43,604 | Yes (X) | |||
| JOHN W NAYLOR | ||||||||
| SVP | 40.00 | $0 | $1,027,856 | $81,860 | Yes (X) | |||
| DANNETTE M COLEMAN | ||||||||
| GM/VP | 40.00 | $0 | $603,174 | $28,097 | Yes (X) | |||
| RICHARD H SYKORA | ||||||||
| GM/VP | 40.00 | $0 | $497,996 | $41,817 | Yes (X) | |||
| BARBARA LYNCH | ||||||||
| VP | 40.00 | $0 | $457,904 | $34,191 | Yes (X) | |||
| ANDREW E DAVIS | ||||||||
| VP | 40.00 | $0 | $476,600 | $37,703 | Yes (X) | |||
| GEOFFREY J BARTSH | ||||||||
| VP | 40.00 | $0 | $490,395 | $62,022 | Yes (X) | |||
| SCOTT REID | ||||||||
| VP | 40.00 | $0 | $431,221 | $35,838 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $12,524,237 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $769,434 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,000,000 | RelatedOrganizationsAmt |
| Total Contributions | $6,000,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $368,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $368,011 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $368,011 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,866 | TotalRevenueColumnAmt |
| Exclusion | $247,866 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,019,034 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $984,228 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,806 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,806 | TotalRevenueColumnAmt |
| Exclusion | $34,806 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,650,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $368,011 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $282,672 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,462 | TotalAmt |
| Program Services | $118,462 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,375,465 | TotalAmt |
| Program Services | $836,342 | ProgramServicesAmt |
| Management And General | $539,123 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,960 | TotalAmt |
| Program Services | $110,675 | ProgramServicesAmt |
| Management And General | $81,285 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,210 | TotalAmt |
| Program Services | $71,085 | ProgramServicesAmt |
| Management And General | $35,125 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,217 | TotalAmt |
| Management And General | $18,217 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,088 | TotalAmt |
| Management And General | $18,088 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,935 | TotalAmt |
| Program Services | $30,270 | ProgramServicesAmt |
| Management And General | $60,665 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084 | TotalAmt |
| Management And General | $1,084 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,447 | TotalAmt |
| Program Services | $10,480 | ProgramServicesAmt |
| Management And General | $2,967 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,607 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $14,807 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,753 | TotalAmt |
| Management And General | $438,753 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,438 | TotalAmt |
| Program Services | $10,422 | ProgramServicesAmt |
| Management And General | $2,016 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,915 | TotalAmt |
| Program Services | $4,810 | ProgramServicesAmt |
| Management And General | $11,105 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES, LICENSES & SUBSCR | $4,179 | $40 | $4,139 |
| BOARD EXPENSES | $4,076 | $0 | $4,076 |
| CORPORATE CONTRIBUTIONS | $1,750 | $0 | $1,750 |
| REGULATORY EXPENSE | $150 | $0 | $150 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,430,736 | TotalAmt |
| Program Services | $1,197,386 | ProgramServicesAmt |
| Management And General | $1,233,350 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299,193 | BOYAmt |
| EOY | $1,236,173 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,323 | BOYAmt |
| EOY | $139,921 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,844 | BOYAmt |
| EOY | $9,104 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,963,021 | BOYAmt |
| EOY | $13,831,456 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,319,381 | BOYAmt |
| EOY | $15,216,654 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,625 | BOYAmt |
| EOY | $352,280 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,093 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,718 | BOYAmt |
| EOY | $352,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,058,663 | BOYAmt |
| EOY | $14,864,374 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,058,663 | BOYAmt |
| EOY | $14,864,374 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,319,381 | BOYAmt |
| EOY | $15,216,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,219,947 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$414,236 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICA HEALTH PLANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411242261 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,197,387 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,197,387 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE A, SECTION A, LINE 3B | MEDICA HEALTH PLANS, THE SUPPORTED PARENT ORGANIZATION, IS A 501(C)(4) ORGANIZATION. SINCE THE ENTITIES ARE RELATED ORGANIZATIONS, ANY CHANGE IN EXEMPT STATUS OR ACTIVITIES OF MEDICA HEALTH PLANS WOULD BE KNOWN BY MEDICA RESEARCH INSTITUTE. |
| FORM 990, SCHEDULE A, SECTION A, LINE 3C | MEDICA RESEARCH INSTITUTE CLOSELY MONITORS THE USE OF GRANT FUNDS THAT IT AWARDS TO EXTERNAL ORGANIZATIONS. ALL GRANTEES ARE REQUIRED TO SUBMIT PERIODIC PROGRESS REPORTS THROUGHOUT THE GRANT PERIOD. SEE SCHEDULE I, PART I, LINE 2 NARRATIVE FOR ADDITIONAL INFORMATION RELATED TO THE PROCESS USED FOR MONITORING GRANTS. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | $12,515,379 | C |
| MUTUAL FUNDS - EQUITY | $1,316,077 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,831,456 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $218,359 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$414,236 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$18,088 | OtherRevenueAmt |
| Revenue Not Reported | -$432,324 | RevenueNotReportedAmt |
| Revenue Subtotal | $650,683 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,000,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,000,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,650,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,412,648 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$18,088 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$18,088 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,430,736 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,430,736 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | AS OF DECEMBER 31, 2015 AND 2014, THERE WERE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. GENERALLY THE INSTITUTE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE RECLASSIFIED ON FUNCTIONAL EXPENSES -18,088. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANT/EQUITY TRANSFER FROM RELATED ORGANIZATIONS 6,000,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSE RECLASSIFIED ON FUNCTIONAL EXPENSES -18,088. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||
| 200 OAK STREET SE SUITE 450 | MINNEAPOLIS | MN | 554552070 | 416007513 | $90,648 | PROGRAM SUPPORT FOR RESEARCH ON: 1) THE PROCESS OF EMPLOYEE CHOICE OF HEALTH PLAN WHEN THE CHOICE SET IS LARGE AND VARIED ACROSS PLAN DESIGN; AND 2) DEVELOPING A GREATER UNDERSTANDING OF MULTIPLE SCLEROSIS PATIENT PREFERENCES IN PHARMACY THERAPY. | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 S FGUEROA SUITE 102 | LOS ANGELES | CA | 900898001 | 951642394 | $18,066 | FUNDING FOR A TWO-YEAR FELLOWSHIP TRAINING PROGRAM IN HEALTH POLICY AND ECONOMICS RESEARCH AT THE LEONARD D. SHAEFER CENTER FOR HEALTH POLICY AND ECONOMICS. | 501(C)(3) |
| MEDICA HEALTH PLANS | |||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411242261 | $6,420 | FUNDING FOR CALL CENTER SERVICES TO ASSIST IN ESTIMATING THE EFFECT OF SURVEY QUESTION CHANGES ON ACCURATE REPORTING OF HEALTH INSURANCE STATUS. | 501(C)(4) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE REQUIRES GRANT RECIPIENTS TO REGULARLY REPORT ON THE STATUS OF ALL GRANTS. ON A QUARTERLY BASIS, GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A STATUS REPORT AND AN ACCOUNTING OF THE QUARTER'S EXPENDITURES AS COMPARED TO BUDGET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTINA BLOOMQUIST | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $151,357 | $0 | $41,985 | $0 | $3,184 | $0 | $11,226 | $0 | $23,553 | $0 | $231,305 | $0 | $0 |
| DAVID TILFORD | ||||||||||||||
| CHAIR/PRESIDENT & CEO | $0 | $803,980 | $0 | $1,287,906 | $0 | $202,848 | $0 | $19,213 | $0 | $17,913 | $0 | $2,331,860 | $0 | $172,111 |
| JAMES P JACOBSON | ||||||||||||||
| SECRETARY | $0 | $280,785 | $0 | $296,199 | $0 | $58,128 | $0 | $19,213 | $0 | $26,296 | $0 | $680,621 | $0 | $34,948 |
| MARY QUIST | ||||||||||||||
| TREASURER | $0 | $248,542 | $0 | $154,384 | $0 | $45,587 | $0 | $20,538 | $0 | $22,972 | $0 | $492,023 | $0 | $0 |
| GLENN E ANDIS | ||||||||||||||
| DIRECTOR | $0 | $326,901 | $0 | $343,403 | $0 | $73,225 | $0 | $20,538 | $0 | $25,858 | $0 | $789,925 | $0 | $46,395 |
| ROBERT LONGENDYKE | ||||||||||||||
| DIRECTOR | $0 | $286,104 | $0 | $272,579 | $0 | $59,730 | $0 | $20,538 | $0 | $22,595 | $0 | $661,546 | $0 | $32,842 |
| TIMOTHY D THULL | ||||||||||||||
| DIRECTOR | $0 | $301,450 | $0 | $293,235 | $0 | $112,299 | $0 | $19,213 | $0 | $25,220 | $0 | $751,417 | $0 | $53,951 |
| MARK WERNER MD | ||||||||||||||
| DIRECTOR | $0 | $155,088 | $0 | $336,465 | $0 | $35,807 | $0 | $39,088 | $0 | $9,926 | $0 | $576,374 | $0 | $0 |
| DEBBY S KNUTSON | ||||||||||||||
| DIRECTOR | $0 | $271,866 | $0 | $257,327 | $0 | $55,430 | $0 | $19,213 | $0 | $12,000 | $0 | $615,836 | $0 | $29,476 |
| MARK L BAIRD | ||||||||||||||
| CFO/SVP | $0 | $393,715 | $0 | $446,274 | $0 | $280,003 | $0 | $20,538 | $0 | $25,216 | $0 | $1,165,746 | $0 | $253,153 |
| JANA L JOHNSON | ||||||||||||||
| SVP | $0 | $286,751 | $0 | $313,106 | $0 | $63,448 | $0 | $20,538 | $0 | $24,822 | $0 | $708,665 | $0 | $38,481 |
| JOHN W NAYLOR | ||||||||||||||
| SVP | $0 | $369,515 | $0 | $522,755 | $0 | $135,586 | $0 | $55,054 | $0 | $28,805 | $0 | $1,111,715 | $0 | $110,669 |
| DANNETTE M COLEMAN | ||||||||||||||
| GM/VP | $0 | $299,239 | $0 | $248,366 | $0 | $55,569 | $0 | $20,538 | $0 | $9,313 | $0 | $633,025 | $0 | $20,945 |
| RICHARD H SYKORA | ||||||||||||||
| GM/VP | $0 | $239,971 | $0 | $211,535 | $0 | $46,490 | $0 | $20,538 | $0 | $22,884 | $0 | $541,418 | $0 | $22,288 |
| BARBARA LYNCH | ||||||||||||||
| VP | $0 | $244,155 | $0 | $167,219 | $0 | $46,530 | $0 | $14,307 | $0 | $21,506 | $0 | $493,717 | $0 | $0 |
| ANDREW E DAVIS | ||||||||||||||
| VP | $0 | $279,992 | $0 | $176,227 | $0 | $20,381 | $0 | $37,703 | $0 | $1,695 | $0 | $515,998 | $0 | $0 |
| GEOFFREY J BARTSH | ||||||||||||||
| VP | $0 | $238,609 | $0 | $222,796 | $0 | $28,990 | $0 | $36,340 | $0 | $27,294 | $0 | $554,029 | $0 | $6,278 |
| SCOTT REID | ||||||||||||||
| VP | $0 | $242,131 | $0 | $146,626 | $0 | $42,464 | $0 | $10,600 | $0 | $26,858 | $0 | $468,679 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | MEDICA RESEARCH INSTITUTE, THE FILING ORGANZATION, DOES NOT PAY COMPENSATION. ALL COMPENSATION IS PAID BY MEDICA HEALTH PLANS, A RELATED ORGANIZATION. WHEN ESTABLISHING COMPENSATION, MEDICA HEALTH PLANS UTILIZES THE FOLLOWING: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | THE FOLLOWING EMPLOYEES RECEIVED A SUPPLEMENT NONQUALIFIED RETIREMENT PLAN PAYMENT FROM MEDICA HEALTH PLANS, A RELATED ORGANIZATION: DAVID TILFORD $ 60,239 GLENN E ANDIS $ 16,238 ROBERT LONGENDYKE $ 11,495 JAMES P JACOBSON $ 12,232 TIMOTHY D THULL $ 41,166 MARY QUIST $ 14,936 JANA L JOHNSON $ 13,468 MARK L BAIRD $119,990 DEBBY S KNUTSON $ 10,317 RICHARD H SYKORA $ 7,801 DANNETTE M COLEMAN $ 11,975 BARBARA LYNCH $ 6,400 GEOFFREY J BARTSH $ 2,745 JOHN W NAYLOR $ 50,865 SCOTT REID $ 6,787 |
| PART I, LINE 6 | MANAGEMENT INCENTIVE COMPENSATION INCLUDES COMPONENTS RELATED TO OPERATING EARNINGS OF AFFILIATED MEDICA ENTITIES. |
| SCHEDULE J, PART II | SCHEDULE J, PART II, COLUMN (F), COMPENSATION IN COLUMN (B) REPORTED AS DEFERRED IN PRIOR FORM 990: COLUMN (F) INCLUDES AMOUNTS VESTED IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MEDICA'S TAX ADVISORS COMPLETE THE RETURN. PRIOR TO OBTAINING THE SIGNATURE OF MEDICA'S CFO, THE RETURN IS REVIEWED BY MEDICA RESEARCH INSTITUTE'S EXECUTIVE DIRECTOR AND ITS MANAGER OF FINANCIAL REPORTING & GRANTS MANAGEMENT, AS WELL AS MEDICA'S CONTROLLER. A COPY OF FORM 990 IS ALSO PRESENTED TO THE INSTITUTE'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEDICA'S GENERAL COUNSEL MONITORS THE ANNUAL COMPLETION OF ALL EMPLOYEES' CONFLICT OF INTEREST STATEMENTS. ALSO, AT THE BEGINNING OF EACH RESEARCH STUDY, THE INSTITUTE'S RESEARCH COMPLIANCE MANAGER MONITORS COMPLETION OF CONFLICT OF INTEREST STATEMENTS FOR ALL PROJECT STAFF. SANCTION CHECKS ARE CONDUCTED ANNUALLY FOR ALL CURRENT EMPLOYEES AND PRIOR TO HIRE OF ALL NEW INSTITUTE EMPLOYEES. CORRECTIVE ACTION IS TAKEN IF EMPLOYEES FAIL TO SUBMIT NECESSARY DISCLOSURES, INTENTIONALLY SUBMIT ERRONEOUS OR INACCURATE INFORMATION, OR FAIL TO ABIDE BY ANY CONFLICT OF INTEREST STRATEGIES IMPOSED BY MEDICA'S GENERAL COUNSEL OR THE INSTITUTE'S RESEARCH COMPLIANCE MANAGER. |
| FORM 990, PART VI, SECTION B, LINE 15 | MEDICA RESEARCH INSTITUTE DOES NOT HAVE ANY EMPLOYEES. ALL COMPENSATION IS PAID BY MEDICA HEALTH PLANS, A RELATED ORGANIZATION. MEDICA HEALTH PLANS USES THE FOLLOWING PROCESS TO DETERMINE COMPENSATION: THE PERSONNEL AND COMPENSATION COMMITTEE, AS DESCRIBED IN THE CHARTER, REVIEWS AND OBTAINS THE BOARD'S APPROVAL FOR TOTAL COMPENSATION FOR THE PRESIDENT/CEO. THE COMMITTEE ALSO REVIEWS AND APPROVES TOTAL COMPENSATION RECOMMENDATIONS MADE BY THE CEO FOR THE EXECUTIVE AND SENIOR VICE PRESIDENTS, AND REVIEWS ALL OFFICER COMPENSATION AND ANNUAL PERFORMANCE GOALS APPROVED BY THE CEO. THE COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD REGARDING OFFICER AND NON-OFFICER COMPENSATION GUIDELINES FOR MEDICA AND ITS SUBSIDIARIES, PERIODICALLY REVIEWING MARKET DATA TO ASSESS MEDICA'S COMPETITIVE POSITION. OUTSIDE THE CHARTER, THE PERSONNEL AND COMPENSATION COMMITTEE WORKS WITH AN OUTSIDE CONSULTANT TO REVIEW MARKET DATA THAT AIDS IN SETTING THE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AS MEDICA RESEARCH INSTITUTE DOES NOT CONSIDER ITS CONFLICT OF INTEREST POLICY TO BE A CONFIDENTIAL OR PROPRIETARY DOCUMENT, IT HAS POSTED THE DOCUMENT ON ITS WEBSITE AND WILL MAKE IT AVAILABLE TO ANYONE WHO REQUESTS IT. ARTICLES, BYLAWS, AND FORM 990 TAX RETURNS ARE ALSO AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII, COLUMN B | CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII SPLIT THEIR TIME BETWEEN SEVERAL OF THE MEDICA ENTITIES (MEDICA HEALTH PLANS, MEDICA HEALTH PLANS WI, MEDICA FOUNDATION, MEDICA RESEARCH INSTITUTE, MEDICA AFFILIATED SERVICES, MEDICA INSURANCE, MEDICA SELF-INSURED, AND MEDICA HEALTH MANAGEMENT). THE AVERAGE HOURS PER WEEK REPORTED IN PART VII ARE THE TOTAL HOURS PER WEEK FOR ALL MEDICA ORGANIZATIONS. |
| FORM 990, PART XII, LINE 2C | MEDICA RESEARCH INSTITUTE DOES NOT HAVE A FORMAL AUDIT COMMITTEE. MEDICA HEALTH PLANS' FULL BOARD ASSUMES RESPONSIBILITY FOR AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MEDICA FOUNDATION | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411812461 | FOUNDATION | MN | 501(C)(3) | TYPE II SUPORT ORG | MEDICA HOLDING COMPANY | 0 | |
| MEDICA HEALTH PLANS OF WI | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411843804 | HEALTH COVERAGE | MN | 501(C)(4) | MEDICA HOLDING COMPANY | 0 | ||
| MEDICA HOLDING COMPANY | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 010571840 | HOLDING CO/NO ACTIVITY | MN | 501(C)(4) | 0 | N/A | ||
| MEDICA HEALTH PLANS | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411242261 | HEALTH COVERAGE | MN | 501(C)(4) | MEDICA HOLDING COMPANY | 0 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MEDICA INSURANCE COMPANY | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411490988 | HEALTH INSURANCE | MN | MEDICA AFFILIATED SERVICES | C | 0 |
| MEDICA SELF-INSURED | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411479417 | 3RD PARTY ADMINISTRATOR | MN | MEDICA AFFILIATED SERVICES | C | 0 |
| MEDICA AFFILIATED SERVICES | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411716415 | HOLDING COMPANY | MN | MEDICA HOLDING COMPANY | C | 0 |
| MEDICA HEALTH MANAGEMENT | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 208005519 | HEALTH MANAGEMENT | MN | MEDICA AFFILIATED SERVICES | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEDICA HEALTH PLANS | ||
| C | $3,000,000 | ACTUAL AMOUNT |
| MEDICA INSURANCE COMPANY | ||
| C | $3,000,000 | ACTUAL AMOUNT |
| MEDICA HEALTH PLANS | ||
| N | $620,550 | ACTUAL AMOUNT |
| MEDICA HEALTH PLANS | ||
| O | $1,673,635 | ACTUAL AMOUNT |
| MEDICA HEALTH PLANS | ||
| P | $438,753 | ACTUAL AMOUNT |
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