ESSENTIA HEALTH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ESSENTIA HEALTH (EIN 20-0360007)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-04
- IRS object ID
- 201511249349301036
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T15:13:59-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 S HIGH ST 1100 HUNTINGTON CTR | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200360007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT NORMAN | InCareOfNm |
| Business Name Control | ESSE | BusinessNameControlTxt |
| Phone | 2187868376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2nd St | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT NORMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane L Bean | PreparerPersonNm |
| PTIN | P00104972 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Herman MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2nd St | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $131,925,978 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.essentiahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | We are called to make a healthy difference in people's lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 662 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $199,456 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $47,776 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $555,457 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $79,312,482 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $124,485,092 | CYProgramServiceRevenueAmt |
| PY Investment Income | $279,702 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,489,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | $102,105 | PYOtherRevenueAmt |
| CY Other Revenue | $252,729 | CYOtherRevenueAmt |
| PY Total Revenue | $79,694,289 | PYTotalRevenueAmt |
| CY Total Revenue | $131,783,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $390,766 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $653,565 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,170,295 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $92,842,411 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,331,076 | PYOtherExpensesAmt |
| CY Other Expenses | $27,199,672 | CYOtherExpensesAmt |
| PY Total Expenses | $71,892,137 | PYTotalExpensesAmt |
| CY Total Expenses | $120,695,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,802,152 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,087,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $257,198,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,406,776 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $185,723,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196,565,807 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,475,052 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,840,969 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $31,687,649 | ExpenseAmt |
| Grant | $653,565 | GrantAmt |
| Revenue | $124,485,092 | RevenueAmt |
| Desc | See schedule O | Desc |
| Total Program Service Expenses | $31,687,649 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 813 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 662 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT NORMAN | PersonNm |
| Phone | 2187863178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Laura Boehlke-Bray MD | ||||||||||
| Board Director | 4.0 | 56.0 | Yes (X) | $30,000 | $175,101 | $20,040 | ||||
| Joel Haugen MD | ||||||||||
| Board Director | 3.0 | 57.0 | Yes (X) | $20,000 | $287,621 | $46,400 | ||||
| Peter Dunphy MD | ||||||||||
| Board Director | 3.0 | 37.0 | Yes (X) | $20,000 | $316,203 | $28,794 | ||||
| Theresa Gunnarson MD | ||||||||||
| Board Director | 3.0 | 57.0 | Yes (X) | $20,000 | $558,083 | $56,406 | ||||
| Michael Sheldon MD | ||||||||||
| Board Director | 3.0 | 57.0 | Yes (X) | $25,000 | $318,699 | $47,482 | ||||
| THOMAS RUSS MD | ||||||||||
| BOARD DIRECTOR | 3.0 | 57.0 | Yes (X) | $20,000 | $272,398 | $37,244 | ||||
| Sister Kathleen Hofer | ||||||||||
| Board Secretary | 3.0 | 13.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Richard Blair | ||||||||||
| Board Chair | 6.0 | 1.0 | Yes (X) | $45,000 | $0 | $0 | Yes (X) | |||
| James Anderson | ||||||||||
| Board Vice Chair | 3.0 | 6.0 | Yes (X) | $30,500 | $0 | $0 | Yes (X) | |||
| Lori Collard | ||||||||||
| Board Director | 2.0 | 1.0 | Yes (X) | $20,000 | $32,728 | $0 | ||||
| David Gaddie | ||||||||||
| Board Director | 3.0 | 10.0 | Yes (X) | $38,800 | $0 | $0 | ||||
| Dean Ager | ||||||||||
| Board Director | 4.0 | 0.0 | Yes (X) | $30,000 | $0 | $0 | ||||
| James Seitz | ||||||||||
| Board Director | 4.0 | 0.0 | Yes (X) | $30,000 | $0 | $0 | ||||
| Neal Hessen | ||||||||||
| Board Director | 4.0 | 2.0 | Yes (X) | $35,000 | $0 | $0 | ||||
| Sister Clare Marie Trettel | ||||||||||
| Board Director | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sister Lois Eckes | ||||||||||
| Board Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Walter Leino MD | ||||||||||
| Board Director | 4.0 | 0.0 | Yes (X) | $5,650 | $0 | $0 | ||||
| Chuck Walt | ||||||||||
| Board Director | 3.0 | 10.0 | Yes (X) | $6,400 | $0 | $0 | ||||
| Robert McLean | ||||||||||
| Board Director | 1.0 | 4.0 | Yes (X) | $4,150 | $0 | $0 | ||||
| Peter Person MD | ||||||||||
| Chief Executive Officer | 58.0 | 2.0 | $1,615,793 | $0 | $967,719 | Yes (X) | ||||
| Robert Norman | ||||||||||
| Chief Financial Officer | 49.2 | 10.8 | $777,091 | $0 | $91,274 | Yes (X) | ||||
| Gregory Glasner MD | ||||||||||
| PRESIDENT & CMO, West Region | 2.0 | 58.0 | $0 | $622,435 | $90,898 | Yes (X) | ||||
| Daniel McGinty | ||||||||||
| CAO, EAST REGION THRU 8/13 | 2.0 | 58.0 | $0 | $621,770 | $34,481 | Yes (X) | ||||
| Kevin Pitzer | ||||||||||
| CAO, West Region THRU 4/13 | 0.0 | 0.0 | $0 | $190,439 | $15,546 | Yes (X) | ||||
| John Smylie | ||||||||||
| Chief Operating Officer | 60.0 | 0.0 | $826,191 | $0 | $133,017 | Yes (X) | ||||
| Michael Mahoney | ||||||||||
| Vice President, Public Policy | 60.0 | 0.0 | $282,133 | $0 | $58,918 | Yes (X) | ||||
| Teresa O'Toole | ||||||||||
| CAO & CLO | 60.0 | 0.0 | $622,212 | $0 | $87,627 | Yes (X) | ||||
| Thomas Prusak | ||||||||||
| President,Cen Region Thru 2/13 | 0.0 | 0.0 | $511,359 | $0 | $59,384 | Yes (X) | ||||
| David Boran MD | ||||||||||
| CMO, Central Region THRU 8/13 | 2.0 | 58.0 | $0 | $249,291 | $24,934 | Yes (X) | ||||
| DANIEL NIKCEVICH MD | ||||||||||
| PRESIDENT & CMO, EAST REGION | 2.0 | 58.0 | $0 | $833,775 | $133,109 | Yes (X) | ||||
| Adam Rees | ||||||||||
| President, Central Region | 2.0 | 58.0 | $0 | $280,331 | $60,316 | Yes (X) | ||||
| Peter Henry MD | ||||||||||
| CMO, Central Region | 2.0 | 58.0 | $0 | $307,210 | $70,109 | Yes (X) | ||||
| Patrick Twomey MD | ||||||||||
| Chief Medical Officer | 59.0 | 1.0 | $476,217 | $0 | $102,434 | Yes (X) | ||||
| THOMAS WIIG MD | ||||||||||
| CHIEF MED INFORMATICS OFFICER | 60.0 | 0.0 | $314,843 | $0 | $50,291 | Yes (X) | ||||
| DENNIS DASSENKO | ||||||||||
| CHIEF INFORMATION OFFICER | 60.0 | 0.0 | $386,248 | $0 | $73,459 | Yes (X) | ||||
| KEN GILLES | ||||||||||
| ASSOCIATE CIO | 59.0 | 1.0 | $265,448 | $0 | $51,170 | Yes (X) | ||||
| Thomas Crook | ||||||||||
| Vice President, Treasury | 60.0 | 0.0 | $300,728 | $0 | $29,623 | Yes (X) | ||||
| Diane Davidson | ||||||||||
| Chief Human Resource Officer | 60.0 | 0.0 | $414,482 | $0 | $74,155 | Yes (X) | ||||
| Michael Metcalf | ||||||||||
| CAO, East Region | 0.0 | 60.0 | $0 | $500,438 | $95,297 | Yes (X) | ||||
| Thomas Patnoe MD | ||||||||||
| President & CMO, East Region | 0.0 | 60.0 | $0 | $550,295 | $55,129 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,173,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,116,817 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,595,256 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 69 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC SYSTEMS CORPORATION | |||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | SOFTWARE Maint SRVCS | $5,648,941 |
| WEATHERBY LOCUMS INC | |||||
| PO BOX 972633 | DALLAS | TX | 75397 | PROF STAFFING SRVCS | $3,976,950 |
| OLAF ANDERSON SON | |||||
| PO BOX 2766 | FARGO | ND | 58108 | CONSTRUCTION SERVICE | $7,490,121 |
| Ray Riihiluoma Inc | |||||
| 1415 Hwy 33 S | CLOQUET | MN | 55720 | Construction Service | $5,953,958 |
| Max Gray Construction Inc | |||||
| PO Box 689 | HIBBING | MN | 55746 | Construction Service | $5,306,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 108 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $441,964 | RelatedOrganizationsAmt |
| Government Grants | $113,493 | GovernmentGrantsAmt |
| Total Contributions | $555,457 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT REVENUE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $124,485,092 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,485,092 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $124,485,092 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,383,991 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,355 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,390,346 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,248,709 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $142,759 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,248,709 | SecuritiesAmt |
| Other | -$142,759 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,105,950 | TotalRevenueColumnAmt |
| Exclusion | $3,105,950 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| SYSTEM ACCESS/USE REVENUE | 900099 | $205,811 | $205,811 | |
| RELEASE OF INFORMATION | 900099 | $21,991 | $21,991 | |
| TELEPHONE TRIAGE SERVICES | 900099 | $18,420 | $18,420 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,507 | TotalRevenueColumnAmt |
| Exclusion | $6,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $252,729 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,783,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,485,092 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $199,456 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,543,214 | 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 | $653,565 | TotalAmt |
| Program Services | $653,565 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,155,295 | TotalAmt |
| Program Services | $21,201 | ProgramServicesAmt |
| Management And General | $5,134,094 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,776,311 | TotalAmt |
| Program Services | $21,629,564 | ProgramServicesAmt |
| Management And General | $47,146,747 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,149,311 | TotalAmt |
| Program Services | $1,010,458 | ProgramServicesAmt |
| Management And General | $2,138,853 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,813,345 | TotalAmt |
| Program Services | $2,794,177 | ProgramServicesAmt |
| Management And General | $8,019,168 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,948,149 | TotalAmt |
| Program Services | $1,503,271 | ProgramServicesAmt |
| Management And General | $3,444,878 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,594 | TotalAmt |
| Management And General | $130,594 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,086 | TotalAmt |
| Management And General | $762,086 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,367 | TotalAmt |
| Management And General | $86,367 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,382 | TotalAmt |
| Management And General | $657,382 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,623,079 | TotalAmt |
| Program Services | $1,680,735 | ProgramServicesAmt |
| Management And General | $13,942,344 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,734 | TotalAmt |
| Program Services | $656,101 | ProgramServicesAmt |
| Management And General | $213,633 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,159,190 | TotalAmt |
| Program Services | $286,123 | ProgramServicesAmt |
| Management And General | $873,067 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,491 | TotalAmt |
| Program Services | $116,153 | ProgramServicesAmt |
| Management And General | $562,338 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,181 | TotalAmt |
| Program Services | $680 | ProgramServicesAmt |
| Management And General | $24,501 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522,663 | TotalAmt |
| Program Services | $658,898 | ProgramServicesAmt |
| Management And General | $863,765 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,713 | TotalAmt |
| Program Services | $233,296 | ProgramServicesAmt |
| Management And General | $342,417 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,406,161 | TotalAmt |
| Management And General | $3,406,161 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,399 | TotalAmt |
| Program Services | $100,166 | ProgramServicesAmt |
| Management And General | $310,233 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| PROVISION FOR DOUBTFUL ACCTS | $477,750 | $477,750 | |
| DUES | $246,203 | $173,419 | $72,784 |
| RECRUITMENT | $238,827 | $65,855 | $172,972 |
| UBI TAXES | $27,000 | $27,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,852 | TotalAmt |
| Program Services | $70,505 | ProgramServicesAmt |
| Management And General | $232,347 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,695,648 | TotalAmt |
| Program Services | $31,687,649 | ProgramServicesAmt |
| Management And General | $89,007,999 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,270 | BOYAmt |
| EOY | $5,285,823 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,239,220 | BOYAmt |
| EOY | $37,215,761 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,094,952 | BOYAmt |
| EOY | $6,576,405 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,769 | BOYAmt |
| EOY | $2,067,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,930,280 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,151,956 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,187 | BOYAmt |
| EOY | $1,778,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,928 | BOYAmt |
| EOY | $281,289 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,603,833 | BOYAmt |
| EOY | $127,186,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,532,818 | BOYAmt |
| EOY | $58,532,818 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,796,768 | BOYAmt |
| EOY | $49,482,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,198,745 | BOYAmt |
| EOY | $288,406,776 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,608,455 | BOYAmt |
| EOY | $75,892,042 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,625 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,028,679 | BOYAmt |
| EOY | $14,413,983 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,366,777 | BOYAmt |
| EOY | $57,423,801 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,719,782 | BOYAmt |
| EOY | $48,800,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,723,693 | BOYAmt |
| EOY | $196,565,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,475,052 | BOYAmt |
| EOY | $91,840,969 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,475,052 | BOYAmt |
| EOY | $91,840,969 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,198,745 | BOYAmt |
| EOY | $288,406,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,087,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,208,664 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $6,355 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $5,063,327 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| BRAINERD LAKES INTEGRATED HEALTH SYSTEM | |||||
| 371532145 | 0 | Yes (true) | Yes (true) | Yes (true) | $12,013,844 |
| CRITICAL ACCESS GROUP | |||||
| 261219624 | 0 | Yes (true) | Yes (true) | Yes (true) | $3,505,348 |
| INNOVIS HEALTH LLC | |||||
| 261175213 | 03 | Yes (true) | Yes (true) | Yes (true) | $29,718,036 |
| ST MARY'S DULUTH CLINIC HEALTH SYSTEM | |||||
| 411836633 | 0 | Yes (true) | Yes (true) | Yes (true) | $75,458,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $120,695,648 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, LINE 11H | FormAndLineReferenceDesc |
| Explanation | ESSENTIA HEALTH ALSO SUPPORTS THE TAX-EXEMPT SUBSIDIARIES OF ESSENTIA'S SUPPORTED ORGANIZATIONS, SUBSTANTIALLY ALL OF WHICH ARE PUBLICLY SUPPORTED ENTITIES UNDER IRC SECTION 509(A). SCHEDULE A, LINE 11H, COLUMN (VII) The amount of support includes Essentia Health's functional expenses which are incurred for the benefit of Essentia Health's supported organizations. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $127,265 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $86,367 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $213,632 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B | FormAndLineReferenceDesc |
| Explanation | Lobbying Activity Explanation: Essentia Health employs one full-time in-house public policy individual and during 2014 contracted with two consultant firms to monitor state legislative activities of interest and two consultant firms to monitor federal legislative activities of interest dealing fully with Health and Human Services issues. Essentia Health's public policy activities occur on a multi state and national level. Essentia Health public policy activities included in person, telephonic, electronic communication and information relay with legislators and staff, administrative officials, government agencies and departments on both the state and federal levels. The primary issues of interest and concern include: Critical Access Hospital designation Physician and Hospital Services Reimbursement Medicare and Medicaid Reimbursement Policies Disproportionate Share Hospital Funding Sole Community Hospital Status and Funding Graduate Medical Education/Indirect Medical Education Funding Health Information Technology Funding and Privacy Issues State and Federal Health Care Reform including patient protection and affordable care act implementation State and Federal Shared Savings Demonstration Projects Medicare Reimbursement for Rehab Facilities Medicare 340B Prescription Drug Discount Program Multi-State Nurse Licensure Compact Multi-State Physician Licensure Compact Nurse Staffing Ratios Electronic Medical Record Interoperability Medicare Recovery Audit Contractor Audits (RAC) Health Information Exchange Medical Education and Research Costs (MERC) State Children's Health Insurance Program Workforce Issues Public Health Initiatives Community Benefits Workers Compensation System Reform Tax Exempt Status Constitutional Ballot Questions Impacting Public Bond Financing | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,116 | DepreciationAmt |
| Book Value | $8,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,919,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,149,840 | DepreciationAmt |
| Book Value | $1,769,560 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $1,778,324 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUNDS | Desc |
| Book Value | $127,186,600 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $127,186,600 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVEST IN BENEDICTINE HEALTH | Desc |
| Book Value | $58,532,818 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $58,532,818 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED DEBT FINANCING COSTS | $1,014,685 |
| DEFERRED COMPENSATION FUND | $47,885,937 |
| RECEIVABLES FROM RELATED ORGS | $581,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $49,482,619 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON CURRENT SWAP LIABILITY | $914,419 |
| BENEFIT PLAN LIABILITY | $47,885,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,800,356 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $145,519,879 | |
| Central America and the Caribbean | Program Services | $7,414,315 | Self Indemnity |
| North America | Send agents to seminar | $745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $152,934,939 | SubtotalSpentAmt |
| Total Spent | $152,934,939 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ST MARY'S MEDICAL CENTER | ||||||||
| 407 E 3rd Street | Duluth | MN | 55805 | 410695604 | 501(c)(3) | $113,300 | Program Support | |
| INNOVIS HEALTH LLC | ||||||||
| 3000 32ND AVENUE | FARGO | ND | 58103 | 261175213 | 501(C)(3) | $170,890 | Program Support | |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||||||||
| 502 E 2ND STREET | DULUTH | MN | 55805 | 271291124 | 501(C)(3) | $161,828 | Program Support | |
| ESSENTIA HEALTH FOUNDATION | ||||||||
| 502 E 2ND STREET | DULUTH | MN | 55805 | 271984704 | 501(C)(3) | $19,200 | PROGRAM SUPPORT | |
| SMDC MEDICAL CENTER | ||||||||
| 502 E 2ND STREET | DULUTH | MN | 55805 | 411878730 | 501(C)(3) | $9,800 | PROGRAM SUPPORT | |
| ST JOSEPH'S MEDICAL CENTER | ||||||||
| 523 N 3RD STREET | BRAINERD | MN | 56401 | 410695602 | 501(C)(3) | $85,147 | PROGRAM SUPPORT | |
| THE ALS ASSOCIATION MNNDSD CHAPTER | ||||||||
| 333 N WASHINGTON AVE | MINNEAPOLIS | MN | 55401 | 411756085 | 501(C)(3) | $10,000 | PROGRAM SUPPORT | SUITE 105 |
| UNITED WAY OF GREATER DULUTH INC | ||||||||
| 424 W SUPERIOR STREET | DULUTH | MN | 55802 | 410857077 | 501(C)(3) | $7,500 | PROGRAM SUPPORT | |
| DESTINATION DULUTH | ||||||||
| 5812 GLENWOOD STREET | DULUTH | MN | 55804 | 461907687 | 501(C)(3) | $10,000 | PROGRAM SUPPORT | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $26,500 | PROGRAM SUPPORT | SUITE 400 |
| GITCHI GUMMI SOCCER CLUB INC | ||||||||
| 1346 W ARROWHEAD ROAD | DULUTH | MN | 55811 | 411701244 | 501(C)(3) | $10,000 | PROGRAM SUPPORT | PMB 301 |
| ROTARY INTERNATIONAL | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 361707667 | 501(C)(4) | $10,000 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedures for monitoring grants: Essentia Health's management reviews the grant activity by reviewing and documenting each expenditure request and approving the expense. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Glasner MD | ||||||||||||||
| PRESIDENT & CMO, West Region | $0 | $434,192 | $0 | $130,728 | $0 | $57,515 | $0 | $64,970 | $0 | $25,928 | $0 | $713,333 | $0 | $54,236 |
| Daniel McGinty | ||||||||||||||
| CAO, EAST REGION THRU 8/13 | $0 | $312,309 | $0 | $116,495 | $0 | $192,966 | $0 | $15,300 | $0 | $19,181 | $0 | $656,251 | $0 | $102,865 |
| Peter Person MD | ||||||||||||||
| Chief Executive Officer | $989,806 | $0 | $273,393 | $0 | $352,594 | $0 | $937,342 | $0 | $30,377 | $0 | $2,583,512 | $0 | $184,836 | $0 |
| Robert Norman | ||||||||||||||
| Chief Financial Officer | $435,704 | $0 | $122,489 | $0 | $218,898 | $0 | $67,637 | $0 | $23,637 | $0 | $868,365 | $0 | $60,185 | $0 |
| Kevin Pitzer | ||||||||||||||
| CAO, West Region THRU 4/13 | $0 | $189,539 | $0 | $0 | $0 | $900 | $0 | $14,388 | $0 | $1,158 | $0 | $205,985 | $0 | $0 |
| John Smylie | ||||||||||||||
| Chief Operating Officer | $586,899 | $0 | $166,389 | $0 | $72,903 | $0 | $101,036 | $0 | $31,981 | $0 | $959,208 | $0 | $65,241 | $0 |
| Laura Boehlke-Bray MD | ||||||||||||||
| Board Director | $30,000 | $174,560 | $0 | $0 | $0 | $541 | $0 | $17,183 | $0 | $2,857 | $30,000 | $195,141 | $0 | $0 |
| Joel Haugen MD | ||||||||||||||
| Board Director | $20,000 | $285,997 | $0 | $0 | $0 | $1,624 | $0 | $22,504 | $0 | $23,896 | $20,000 | $334,021 | $0 | $0 |
| Michael Mahoney | ||||||||||||||
| Vice President, Public Policy | $215,306 | $0 | $41,440 | $0 | $25,387 | $0 | $31,362 | $0 | $27,556 | $0 | $341,051 | $0 | $24,626 | $0 |
| Teresa O'Toole | ||||||||||||||
| CAO & CLO | $432,287 | $0 | $118,909 | $0 | $71,016 | $0 | $75,241 | $0 | $12,386 | $0 | $709,839 | $0 | $64,374 | $0 |
| Thomas Prusak | ||||||||||||||
| President,Cen Region Thru 2/13 | $376,748 | $0 | $0 | $0 | $134,611 | $0 | $40,581 | $0 | $18,803 | $0 | $570,743 | $0 | $35,195 | $0 |
| David Boran MD | ||||||||||||||
| CMO, Central Region THRU 8/13 | $0 | $246,899 | $0 | $0 | $0 | $2,392 | $0 | $11,988 | $0 | $12,946 | $0 | $274,225 | $0 | $0 |
| Peter Dunphy MD | ||||||||||||||
| Board Director | $20,000 | $313,935 | $0 | $0 | $0 | $2,268 | $0 | $20,400 | $0 | $8,394 | $20,000 | $344,997 | $0 | $0 |
| Theresa Gunnarson MD | ||||||||||||||
| Board Director | $20,000 | $557,122 | $0 | $0 | $0 | $961 | $0 | $25,500 | $0 | $30,906 | $20,000 | $614,489 | $0 | $0 |
| Michael Sheldon MD | ||||||||||||||
| Board Director | $25,000 | $318,196 | $0 | $0 | $0 | $503 | $0 | $22,729 | $0 | $24,753 | $25,000 | $366,181 | $0 | $0 |
| DANIEL NIKCEVICH MD | ||||||||||||||
| PRESIDENT & CMO, EAST REGION | $0 | $658,077 | $0 | $171,516 | $0 | $4,182 | $0 | $105,070 | $0 | $28,039 | $0 | $966,884 | $0 | $0 |
| THOMAS RUSS MD | ||||||||||||||
| BOARD DIRECTOR | $20,000 | $270,449 | $0 | $0 | $0 | $1,949 | $0 | $25,519 | $0 | $11,725 | $20,000 | $309,642 | $0 | $0 |
| THOMAS WIIG MD | ||||||||||||||
| CHIEF MED INFORMATICS OFFICER | $310,760 | $0 | $0 | $0 | $4,083 | $0 | $25,500 | $0 | $24,791 | $0 | $365,134 | $0 | $0 | $0 |
| DENNIS DASSENKO | ||||||||||||||
| CHIEF INFORMATION OFFICER | $298,773 | $0 | $83,000 | $0 | $4,475 | $0 | $54,398 | $0 | $19,061 | $0 | $459,707 | $0 | $0 | $0 |
| KEN GILLES | ||||||||||||||
| ASSOCIATE CIO | $207,720 | $0 | $29,847 | $0 | $27,881 | $0 | $27,256 | $0 | $23,914 | $0 | $316,618 | $0 | $26,213 | $0 |
| Thomas Crook | ||||||||||||||
| Vice President, Treasury | $179,626 | $0 | $25,088 | $0 | $96,014 | $0 | $17,467 | $0 | $12,156 | $0 | $330,351 | $0 | $26,083 | $0 |
| Adam Rees | ||||||||||||||
| President, Central Region | $0 | $242,451 | $0 | $22,341 | $0 | $15,539 | $0 | $48,802 | $0 | $11,514 | $0 | $340,647 | $0 | $0 |
| Peter Henry MD | ||||||||||||||
| CMO, Central Region | $0 | $304,555 | $0 | $0 | $0 | $2,655 | $0 | $46,309 | $0 | $23,800 | $0 | $377,319 | $0 | $0 |
| Patrick Twomey MD | ||||||||||||||
| Chief Medical Officer | $428,158 | $0 | $47,128 | $0 | $931 | $0 | $70,020 | $0 | $32,414 | $0 | $578,651 | $0 | $0 | $0 |
| Diane Davidson | ||||||||||||||
| Chief Human Resource Officer | $287,750 | $0 | $80,614 | $0 | $46,118 | $0 | $52,973 | $0 | $21,182 | $0 | $488,637 | $0 | $41,580 | $0 |
| Michael Metcalf | ||||||||||||||
| CAO, East Region | $0 | $383,432 | $0 | $111,150 | $0 | $5,856 | $0 | $67,500 | $0 | $27,797 | $0 | $595,735 | $0 | $0 |
| Thomas Patnoe MD | ||||||||||||||
| President & CMO, East Region | $0 | $547,888 | $0 | $0 | $0 | $2,407 | $0 | $25,500 | $0 | $29,629 | $0 | $605,424 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1 | Benefits provided: During tax year 2013, charter travel was used on occasion by one officer for travel between Essentia Health's Corporate office in Duluth, MN and Essentia Health's supported organization. Many of Essentia Health's supported organizations are located in rural areas which do not have direct commercial flights available. Charter travel ensures efficient use of Essentia Health's employees' time. The use of charter travel is not treated as taxable compensation to these individuals as all travel was business related. |
| Schedule J, Part I, Line 4b | Supplemental nonqualified retirement plan: Essentia Healths nonqualified retirement plan is offered to designated Essentia Health executives. There is a minimum two year vesting date, or vesting is automatic upon reaching retirement age, death, disability or involuntary termination without cause. Benefits are subject to income taxes upon vesting and payable from Essentia Healths general assets. Reported as Other Reportable Compensation in Schedule J, Part II, Column B (iii), the following individuals listed in Form 990, Part VII, Section A, Line 1a received payment of the vested benefit from the supplemental nonqualified retirement plan during the year: Peter Person, MD 184,836 Thomas Crook 26,083 Robert Norman 60,185 Michael Mahoney 24,626 Daniel McGinty 102,865 Thomas Prusak 35,195 Teresa O'Toole 64,374 Gregory Glasner, MD 54,236 John Smylie 65,241 Ken Gilles 26,213 Diane Davidson 41,580 Reported as Retirement and Other Deferred Compensation in Schedule J, Part II, Column C, Essentia Health made contributions, subject to the vesting terms, during the year into the supplemental nonqualified retirement plan on behalf of the following individuals listed in Form 990, Part VII, Section A, Line 1a: Peter Person, MD 162,266 Thomas Crook 5,673 Robert Norman 52,337 Michael Mahoney 6,482 Adam Rees 48,802 Peter Henry, MD 28,398 Thomas Prusak 29,040 Teresa O'Toole 50,227 Patrick Twomey, MD 50,001 Gregory Glasner, MD 46,160 John Smylie 75,536 Daniel Nikcevich, MD 79,570 Ken Gilles 6,217 Diane Davidson 27,473 Dennis Dassenko 28,898 Michael Metcalf 42,000 |
| Schedule J, Part I, Line 8 | Initial contract exception: Essentia Health's Chief Medical Officer, Patrick Twomey, MD, received compensation during the year under an initial employment agreement subject to the initial contract exception. Through the Executive Compensation Committee of Essentia Health's board of directors, this compensation arrangement was reviewed and approved by independent persons using comparability data and deliberations and decisions were documented. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CASS COUNTY NORTH DAKOTA | ||||||||
| A | 456002205 | 148047AU7 | 2010-02-25 | $59,573,111 | SRS 2008A REOFFERED (SEE PART VI) | false | false | false |
| WI HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 391337855 | 97710BSD5 | 2010-02-25 | $12,854,722 | SRS 2008B REOFFERED (SEE PART VI) | false | false | false |
| MN AGRICULTURAL AND ECONOMIC DEVELOPMENT BOARD | ||||||||
| C | 416007162 | 6049202H0 | 2010-02-25 | $165,717,405 | SRS 2008C REOFFERED (SEE PART VI) | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $3,872,252 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,872,252 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $835,557 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $835,557 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $996,125 | $0 | $10,771,632 | $0 | $0 | $0 | $123,454 | $0 | $0 | $0 | $10,648,178 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K | FormAndLineReferenceDesc |
| Explanation | Additional information/comments relating to the reporting of liabilities by related organizations: Essentia Health has an Obligated Group created under the Master Indenture which is composed of the following Members: Essentia Health, Critical Access Group, Essentia Health East, Essentia Health St. Joseph's Medical Center, Essentia Health St. Mary's-Detroit Lakes, Essentia Health St. Mary's Medical Center, Essentia Health Duluth, Essentia Health Polinsky Medical Rehabilitation Center, Essentia Health St. Mary's Hospital-Superior, Essentia Health Brainerd Specialty Clinic, Essentia Health Central, St. Mary's Innovis Health, The Duluth Clinic, Ltd. and Essentia Health West (the "Obligated Group Members" or the "Members of the Obligated Group"). The Members of the Obligated Group are jointly and severally obligated on all indebtedness evidenced or secured by Notes issued under the Master Indenture. The Series 2008A reoffered bonds are secured by Notes issued under the Master Indenture. Essentia Health is the conduit borrower of the Series 2008A reoffered bonds and has recorded a portion of the bond liability on its balance sheet. The Obligated Group Members, Essentia Health West, The Duluth Clinic, Ltd., and Essentia Health St. Mary's-Detroit Lakes, are indirect beneficiaries of the Series 2008A reoffered borrowing and have recorded the bond liability on their balance sheets which are consolidated with Essentia Health. The Series 2008B reoffered bonds are secured by Notes issued under the Master Indenture. The Obligated Group Members: The Duluth Clinic, Ltd., Essentia Health and Essentia Health St. Mary's Hospital-Superior are the conduit borrowers of the Series 2008B reoffered bonds. The conduit borrowers, The Duluth Clinic, Ltd. and Essentia Health, have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Obligated Group Members, Essentia Health West and Essentia Health St. Mary's-Detroit Lakes, are indirect beneficiaries of a portion of the Series 2008B reoffered borrowing and have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Series 2008C reoffered bonds are secured by Notes issued under the Master Indenture. The Obligated Group Members: Essentia Health East, Essentia Health St. Joseph's Medical Center, Essentia Health St. Mary's-Detroit Lakes, The Duluth Clinic, Ltd., Essentia Health, and Essentia Health St. Mary's Medical Center, Inc. are the conduit borrowers of the Series 2008C reoffered bonds. The conduit borrowers, Essentia Health St. Mary's-Detroit Lakes, Essentia Health, and The Duluth Clinic, Ltd., have recorded a portion of the bond liability on their balance sheets which are consolidated with Essentia Health. The Obligated Group Member, Essentia Health West is an indirect beneficiary of a portion of the Series 2008C reoffered borrowing and has recorded a portion of the bond liability on its balance sheet which is consolidated with Essentia Health. SCHEDULE K, PART I, COLUMN (F) DESCRIPTION OF PURPOSE: SERIES 2008A REOFFERED: Reoffer Series 2008 A-1 and A-2 bonds issued March 4, 2008 to refinance a portion of the acquisition of certain assets of Essentia Health West in connection with the affiliation of Essentia Health with Essentia Health West. SERIES 2008B REOFFERED: Reoffer Series 2008 B-1 bonds issued March 4, 2008 to refund Series 1999B bonds issued May 18, 1999 for construction projects and equipment purchases in Superior, WI and various Duluth Clinic locations in northwestern Wisconsin. SERIES 2008C REOFFERED: Reoffer Series 2008 C-5 and 2008 C-4A bonds issued March 4, 2008 to refund Series 2004 bonds issued March 19, 2004 for various acquisitions, construction projects, capital improvements and equipment purchases in Duluth, Brainerd, and Detroit Lakes, MN and refund Series 1999A bonds issued May 18, 1999 for various acquisitions, construction projects, capital improvements and equipment purchases in Brainerd, Detroit Lakes and Duluth, MN and various Duluth Clinic sites in northern Minnesota. SCHEDULE K, PART II, LINE 3 Issue Price: Series 2008A Reoffered, Series 2008B Reoffered, AND Series 2008C Reoffered were issued by the Essentia Health Obligated Group. The issue price listed in Essentia Health Schedule K Part I Column (e) represents the Essentia Health Obligated Group's total borrowing. SCHEDULE K, Part II, Lines 3 through 12 Proceeds: Series 2008A Reoffered, Series 2008B Reoffered, AND Series 2008C Reoffered were issued by the Essentia Health Obligated Group. A portion of the Series 2008A Reoffered, Series 2008B Reoffered, AND Series 2008C Reoffered borrowings were allocated to Essentia Health, an Essentia Health Obligated Group Member. The proceeds listed in Essentia Health Schedule K Part II Lines 3 through 12 represent Essentia Health's allocated portion of the proceeds. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4 | Program service accomplishments: Essentia Health is organized and shall be operated exclusively for charitable, educational, scientific and religious purposes exclusively for the benefit of, to perform the functions of, or to carry out the purposes of Critical Access Group, a Minnesota nonprofit corporation, Brainerd Lakes Integrated Health System dba Essentia Health Central, a Minnesota nonprofit corporation, St. Marys Duluth Clinic Health System dba Essentia Health East, a Minnesota nonprofit corporation, and Innovis Health dba Essentia Health West, a Delaware limited liability company and in support of Critical Access Group, Essentia Health Central, Essentia Health East, and Essentia Health West and each of the tax-exempt entities identified as supported organizations in their articles of incorporation all of which are organizations described in Section 501(c)(3) of the Internal Revenue Code of 1986. Essentia Health is an integrated health system which supports regional leaders in the development and advancement of business, clinical and financial models for the delivery of high-quality and cost-effective health care. The regional leaders provide integrated health care delivery through their physician group practices, ambulatory and outpatient centers, acute care hospitals and community, rural and critical access hospitals. Essentia Health system includes 16 hospitals, 66 clinics, eight long-term care facilities, two assisted living facilities, five independent living facilities, five ambulance services, and one research institute in Minnesota, Wisconsin, North Dakota, and Idaho with several located in rural areas that have limited access to other healthcare options. Essentia Health is accredited as an Accountable Care Organization by the National Committee for Quality Assurance. The legal entities comprising Essentia Health system file separate Form 990s. At fiscal year ended June 30, 2014, Essentia Health system's consolidated total revenue was $1,754,280,000 and consolidated income from operations was $46,229,000. Essentia Health system employs over 11,000 full time equivalents. The hospitals have a total of 1,206 licensed beds which provided over 179,000 hospital patient days and over 578,000 outpatient visits during the fiscal year ended June 30, 2014. The clinics had over 1.5 million encounters during the same time period. During the fiscal year ended June 30, 2014, Essentia Health system provided total community benefits of over $120 million which included costs of providing charity care, costs in excess of Medicaid payments, Medicaid surcharge, MinnesotaCare tax, community services, subsidized health services, education, research, and cash and in-kind donations. |
| Form 990, Part V, Line 1a | 1099 Reporting: Vendor payments and Form 1099's were processed through Essentia Health on behalf of certain legal entities comprising Essentia Health system. |
| Form 990, Part V, Line 1c | No Gaming (Gambling) Winnings |
| Form 990, Part VI, Section A, Line 4 | Significant changes to governing documents: During the fiscal year ended June 30, 2014, the Articles of Incorporation and Bylaws of Essentia Health were amended. Brainerd Lakes Integrated Health System and Innovis Health, LLC were added to receive asset distributions upon dissolution along with any remaining assets that are Stable Patrimony distributed to the Benedictine Sisters Benevolent Association. Additionally, the amendments decreased the minimum number of Board Directors from 14 to 10 and decreased the minimum number of physician members that must be Essentia Health Physicians from 4 to 3. |
| Form 990, Part VI, Line 7b | MEMBER WITH RIGHT TO APPROVE GOVERNING BODY DECISIONS: THE BENEDICTINE SISTERS BENEVOLENT ASSOCIATION ("BSBA") HAS CERTAIN RESERVED POWERS OVER ESSENTIA HEALTH'S CATHOLIC FACILITIES. BSBA'S RESERVED POWERS ARE AS FOLLOWS: MISSION. AUTHORITY TO APPROVE THE MISSION, PURPOSE AND VISION STATEMENTS FOR CATHOLIC FACILITIES AND ENTITIES WITHIN THE SYSTEM. ADHERENCE TO ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES (ERDS). AUTHORITY TO APPROVE THE METHODS, POLICIES AND PROCEDURES PERTAINING TO THE ADHERENCE OF CATHOLIC FACILITIES AND ENTITIES WITHIN THE SYSTEM TO THE ERDS, AND TO REQUIRE THE USE OF RELIGIOUS SYMBOLS, DISTINGUISHING ELEMENTS AND PRAYERS. OFFICIAL CATHOLIC DIRECTORY. AUTHORITY TO REQUEST THE LISTING OF QUALIFIED ENTITIES AND FACILITIES WITHIN THE SYSTEM IN THE OFFICIAL CATHOLIC DIRECTORY, SUBJECT TO THE APPROVAL OF APPLICABLE CATHOLIC AUTHORITIES. CATHOLIC HEALTH ASSOCIATION. AUTHORITY TO REQUIRE CATHOLIC FACILITIES AND ENTITIES WITHIN THE SYSTEM TO JOIN THE MEMBERSHIP OF THE CATHOLIC HEALTH ASSOCIATION OF THE UNITED STATES. ALIENATION OF STABLE PATRIMONY OR ECCLESIASTICAL GOODS. AUTHORITY TO APPROVE ALIENATION OF EITHER STABLE PATRIMONY OR OTHER ECCLESIASTICAL GOODS IN THE SYSTEM IF SUCH GOODS INVOLVED IN A SPECIFIC TRANSACTION APPROVED BY ESSENTIA HEALTH PURSUANT TO SECTION 2.8(G) OR 2.8(H) OF THE AFFILIATION AGREEMENT HAVE A DOLLAR VALUE EQUAL TO OR GREATER THAN 70% OF THE AMOUNT ESTABLISHED FROM TIME TO TIME THAT REQUIRES APPROVAL FROM THE HOLY SEE; PROVIDED, HOWEVER, THAT IT IS THE INTENT OF THE PARTIES THAT THIS PROVISION NOT BE APPLIED TO RESTRICT OR TO IMPEDE ESSENTIA FROM ACTING AND MAKING DECISIONS ON BEHALF OF THE SYSTEM IN THE ORDINARY COURSE OF BUSINESS BUT BE APPLIED TO PREVENT THE TRANSFER OF SUBSTANTIAL ASSETS OF CATHOLIC ENTITIES WITHIN THE SYSTEM TO SUPPORT THE SECULAR ENTITIES WITHIN THE SYSTEM WITHOUT THE PRIOR APPROVAL OF BSBA. AMENDMENTS. AUTHORITY TO APPROVE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS OF THIS CORPORATION THAT WOULD ALTER THE NUMBER OF DULUTH BENEDICTINES OR BSBA BOARD OF DIRECTOR MEMBERS SERVING AS MEMBERS OF SUCH ENTITY'S BOARD OF DIRECTORS; AUTHORITY TO APPROVE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS OF ESSENTIA'S CATHOLIC SUBSIDIARIES WHICH COULD MATERIALLY AFFECT SUCH ENTITY'S IDENTITY AS A CATHOLIC INSTITUTION, INCLUDING WITHOUT LIMITATION ANY AMENDMENT THAT WOULD ALTER THE NUMBER OF DULUTH BENEDICTINES OR BSBA BOARD OF DIRECTOR MEMBERS SERVING AS MEMBERS OF SUCH ENTITY'S BOARD OF DIRECTORS; AND AUTHORITY TO CAUSE ESSENTIA HEALTH TO MAKE AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS OF ESSENTIA'S CATHOLIC SUBSIDIARIES, WHICH AMENDMENTS BSBA IN GOOD FAITH ARE NECESSARY TO PRESERVE SUCH ENTITY'S IDENTITY AS A CATHOLIC INSTITUTION. MISSION EFFECTIVENESS. AUTHORITY TO APPROVE ANNUAL PLANS AND EVALUATIONS RELATING TO MISSION EFFECTIVENESS AND CHAPLAINCY FOR THE CATHOLIC FACILITIES AND ENTITIES WITHIN THE SYSTEM. MERGERS AND DISSOLUTION. SUBJECT TO THE APPROVAL OF THE DULUTH BENEDICTINES, AUTHORITY TO APPROVE A PROPOSED MERGER, CONSOLIDATION, LIQUIDATION, DISSOLUTION, OR THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL THE ASSETS. |
| Form 990, Part VI, Line 11a | FORM 990 REVIEW PROCESS: THE 2013 FORM 990, INCLUDING ALL SCHEDULES, WAS REVIEWED BY ESSENTIA HEALTH'S MANAGEMENT AND GOVERNING BODY ON MARCH 11TH, 2015 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. EACH CURRENT DIRECTOR OF THE GOVERNING BODY RECEIVED A COPY OF THE 2013 FORM 990. ESSENTIA HEALTH'S CHIEF FINANCIAL OFFICER LED THE REVIEW OF THE FORM AND SCHEDULES AND ANY QUESTIONS WERE DISCUSSED. |
| Form 990, Part VI, Line 12c | Monitoring and enforcing Conflict of Interest policy: Essentia Health's comprehensive conflict of interest program prevents, detects and resolves actual conflicts of interests or the actual or potential appearance of such. Fiduciaries, defined as an Essentia Health board member/trustee, officer, board committee member, senior management employee, or any others considered to be in a position of influence, are covered under Essentia's conflict of interest program. Upon initial appointment, each fiduciary must complete an initial conflict of interest statement and disclosure questionnaire. At the conclusion of each fiscal year, each fiduciary must complete an annual conflict of interest statement and disclosure questionnaire. As needed, a fiduciary will update his/her most recently completed questionnaire each time the fiduciary becomes aware of a financial interest, a potential conflict, or change to any information that the fiduciary previously reported. Essentia Health's Chief Compliance Officer will collect the questionnaires and evaluate the disclosures. If a fiduciary has a potential conflict of interest, the Chief Compliance Officer or designee may request additional information from the fiduciary, the management team, and others. During the evaluation process, the Chief Compliance Officer may also consult with Essentia Health's Board and Audit Committee Chairs, senior management, legal department, or appropriate representatives from Essentia Health. The Chief Compliance Officer reports to the Essentia Health Audit Committee and the Essentia Health Board of Directors any actual or potential conflicts of interest disclosed by the fiduciary, along with recommended actions. The Essentia Health Board of Directors (or designee) will then determine whether to approve the situation or to implement special controls to manage the potential conflict of interest. The Chief Compliance Officer will then officially notify the fiduciary in writing of the board's decision. The decision of whether or not the disclosure constitutes a conflict will be at the Essentia Health Board of Director's (or designee) sole discretion, and its concern must be the welfare of Essentia Health and its affiliate(s) and the advancement of its purposes. When the Essentia Health Board of Directors (or designee) considers a Fiduciary's disclosure as a Conflict of Interest, special controls will be identified to manage, eliminate or reduce the likelihood and/or appearance of a conflict arising. Controls may include, but are not limited to: A. If the conflict involves an on-going matter or relationship, the Fiduciary must not participate in Board, Board committee or management discussions related to the conflict and must recuse themselves and if appropriate, withdraw, from any Board meeting or portion thereof where the matter is being discussed and during the vote on the potential Conflict of Interest. The Fiduciary may answer questions at the Board's or the Board Committee's request. B. If the conflict involves a specific transaction or decision, the Fiduciary will fully disclose their interest and all related material facts. The Board or committee of the Board will determine whether the contemplated transaction may be authorized as just, fair, and reasonable to Essentia Health or its affiliate(s). If the Board determines a conflict does not exist, the Fiduciary may proceed with the transaction; however, he or she will not be eligible to vote on related issues should they arise. If the Board determines a conflict does exist, the Fiduciary will be notified of the decision regarding whether the contemplated transaction will be authorized as just, fair, and reasonable. |
| Form 990, Part VI, Line 15 A&B | Process for determining compensation: The Executive Compensation Committee of Essentia Health's board of directors is authorized to fulfill the board's responsibilities regarding executive compensation consistent with Essentia's mission, values and tax-exempt status, and the Executive Compensation Committee's Charter. The Executive Compensation Committee meets at least twice annually to carry out its responsibilities, which include, but are not limited to, establishing, reviewing and modifying, as appropriate, reasonable compensation and benefits for designated Essentia executives who are officers or key employees of Essentia or any of its affiliates which may be paid by related organizations. The Executive Compensation Committee engages qualified independent compensation advisors to provide objective and impartial comparative data and to express opinions on total compensation reasonableness. The Executive Compensation Committee may request its independent advisors to: monitor comparability data and marketplace trends; make appropriate recommendations regarding salary ranges; and periodically review the market competitiveness of Essentia executive compensation packages. Prior to establishing or adjusting executive compensation, the Executive Compensation Committee will obtain and rely upon appropriate data as to comparability of the proposed compensation or adjustments. The Executive Compensation Committee will adequately document the basis for its determination concurrently with making those determinations. The Executive Compensation Committee minutes will include: the terms of the approved compensation and the date approved; the Executive Compensation Committee members present during the review, discussion and approval of the proposed compensation and those who voted on the proposed compensation; identification of the comparability data obtained and relied upon by the Executive Compensation Committee and how the data was obtained; any actions by a member of the Executive Compensation Committee having a conflict of interest; and documentation of the basis for the determination. The year this process was last undertaken for Essentia Health's Chief Executive Officer, Chief Financial Officer, Vice President of Public Policy, Chief Administrative Officer/Chief Legal Officer, Chief Medical Officer, and Chief Operating Officer; Essentia Health East's Pesident/Chief Medical Officer; Essentia Health Central's President and Chief Medical Officer; and Essentia Health West's President/Chief Medical Officer was 2014. The year this process was last undertaken for Essentia Health East's Chief Administrative Officer was 2013. The year this process was last undertaken for Essentia Health West's Chief Administrative Officer was 2012. |
| Form 990, Part VI, Line 19 | Availability of governing documents, conflict of interest policy, & financial statements to the public: Governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The organization is part of Essentia Health's consolidated financial statements which are included in Essentia Health's annual report posted on Essentia Health's web site. |
| Form 990, Part XI, Line 9 | Other Changes in Net Assets: The total amount of other changes in net assets includes: Net Asset transfers with related organizations; reallocated Balance Sheet items transferred to align with organizational structure: (1,568,284) Net Asset transfer with related organizations; reallocated Income Statement items transferred to align with organizational structure: 6,631,611 Total: 5,063,327 |
| Form 990, Part XII, Line 3 | Consolidated A-133: Essentia Health, as part of Essentia Health's consolidated financial statements, was required and underwent a consolidated audit set forth in the Single Audit Act and OMB Circular A-133. The consolidated audit is reviewed by the Essentia Health Audit Committee. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED SERVICES TOTAL FEES:9289954 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING TOTAL FEES:4018991 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COLLECTION AGENCY FEES TOTAL FEES:1700698 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMP AGENCY FEES TOTAL FEES:606534 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES TOTAL FEES:6902 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Brainerd Lakes Integrated Health System | ||||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532145 | Support ORG | MN | 501(c)(3) | 11 TYPE II | Essentia | Yes (true) |
| Brainerd Medical Center Inc | ||||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532148 | Clinic | MN | 501(c)(3) | 3 | BLIHS | Yes (true) |
| Bridges Medical Center | ||||||||||
| 503 E 3rd ST Suite 400 | Duluth | MN | 55805 | 200479568 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| Clearwater Valley Hospital & Clinics INC | ||||||||||
| 301 Cedar | Orofino | ID | 83544 | 820497771 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG | Yes (true) |
| Critical Access Group | ||||||||||
| 503 E 3rd St Ste 400 | Duluth | MN | 55805 | 261219624 | SUPPORT ORG | MN | 501(c)(3) | 11 TYPE II | Essentia | Yes (true) |
| St Joseph's Medical Center | ||||||||||
| 523 N 3rd St | Brainerd | MN | 56401 | 410695602 | CLINIC/HOSP | MN | 501(c)(3) | 3 | BLIHS | Yes (true) |
| St Mary's EMS | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411805811 | EMERG SRVCS | MN | 501(c)(3) | 9 | SMRHC | Yes (true) |
| St Mary's Hospital Inc | ||||||||||
| PO Box 137 | Cottonwood | ID | 83522 | 820226453 | CLinic/Hosp | ID | 501(c)(3) | 3 | CAG | Yes (true) |
| St Mary's Innovis Health | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 262861321 | Pharmacy | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| St Mary's Regional Health Center | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411620386 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| Innovis Health LLC | ||||||||||
| 3000 32ND AVENUE S | Fargo | ND | 58103 | 261175213 | Clinic/Hosp | DE | 501(c)(3) | 3 | Essentia | Yes (true) |
| Midwest Medical Equip & Supplies Inc | ||||||||||
| 4418 Haines Rd | Duluth | MN | 55811 | 411674021 | Medical Equip | MN | 501(c)(3) | 9 | SMMC | Yes (true) |
| SMDC Medical Center | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 411878730 | Clinic/Hosp | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| Pine Medical Center | ||||||||||
| 109 Court Ave S | Sandstone | MN | 55072 | 411884597 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| Polinsky Medical Rehabilitation Center | ||||||||||
| 530 E 2nd St | Duluth | MN | 55805 | 410691275 | Rehab Service | MN | 501(c)(3) | 3 | SMMC | Yes (true) |
| St Mary's Duluth Clinic Health System | ||||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 411836633 | Support ORG | MN | 501(c)(3) | 11 TYPE II | Essentia | Yes (true) |
| St Mary's Hospital of Superior | ||||||||||
| 3500 Tower Ave | Superior | WI | 54880 | 411811073 | Clinic/Hosp | MN | 501(c)(3) | 3 | SMMC | Yes (true) |
| St Mary's Medical Center | ||||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 410695604 | Hospital | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| The Duluth Clinic Ltd | ||||||||||
| 400 E 3rd St | Duluth | MN | 55805 | 410883623 | Clinic | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| First Care Medical Services | ||||||||||
| 900 Hilligoss Blvd SE | Fosston | MN | 56542 | 410706143 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| Minnesota Valley Health Center Inc | ||||||||||
| 621 S 4th St | Le Sueur | MN | 56058 | 410837659 | Hospital/Nurs | MN | 501(c)(3) | 3 | CAG | Yes (true) |
| Essentia Institute of Rural Health | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 271291124 | Research | MN | 501(c)(3) | 4 | Essentia | Yes (true) |
| Essentia Health Foundation | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 271984704 | Foundation | MN | 501(c)(3) | 7 | ESSENTIA | Yes (true) |
| Northern Pines Medical Center | ||||||||||
| 5211 Hwy 110 | Aurora | MN | 55705 | 410841441 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| Graceville Health Center | ||||||||||
| 115 West Second St | Graceville | MN | 56240 | 410726173 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| DEER RIVER HEALTHCARE CENTER INC | ||||||||||
| 115 10TH AVE NE | DEER RIVER | MN | 56636 | 410844574 | HOSP/CLIN/NH | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMC-Gateway Imaging LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Court Ave S | AddressLine1 |
| City | Sandstone | City |
| State | MN | State |
| ZIP Code | 55072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261634764 | EIN |
| Primary Activities | Imaging Service | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| UBI Code V | $0 | UBICodeVAmt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Essentia Health Insurance Services SPC | ||||||||||||||||
| 94 Solaris Ave PO Box 69 | Grand Cayman | CJ | 000000000 | Self Indemnity | CJ | NA | Foreign Corp | -$4,781,834 | $40,789,716 | 1.00000 | Yes (true) | |||||
| East Range Clinics Ltd | ||||||||||||||||
| 410909915 | Clinics | NA | C CORP | $0 | $0 | Yes (true) | 910 6th Ave N | Virginia | MN | 55792 | MN | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (63 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIDGES MEDICAL CENTER | ||
| L | $324,808 | actual costs |
| BRIDGES MEDICAL CENTER | ||
| Q | $233,437 | actual costs |
| Brainerd Medical Center Inc | ||
| L | $1,124,665 | Actual Costs |
| Brainerd Medical Center Inc | ||
| Q | $497,203 | Actual Costs |
| Critical Access Group | ||
| L | $500,000 | Actual Costs |
| Critical Access Group | ||
| Q | $113,908 | Actual Costs |
| CLEARWATER VALLEY HOSPITALS & CLINICS INC | ||
| Q | $391,727 | Actual Costs |
| The Duluth Clinic Ltd | ||
| L | $9,697,846 | Actual Costs |
| The Duluth Clinic Ltd | ||
| P | $269,818 | Actual Costs |
| The Duluth Clinic Ltd | ||
| Q | $438,726 | Actual Costs |
| Deer River Healthcare Center Inc | ||
| L | $516,337 | Actual Costs |
| Deer River Healthcare Center Inc | ||
| P | $51,847 | Actual Costs |
| Deer River Healthcare Center Inc | ||
| Q | $674,570 | Actual Costs |
| Essentia Health Foundation | ||
| P | $84,088 | Actual Costs |
| Essentia Health Foundation | ||
| Q | $100,217 | Actual Costs |
| Essentia Health Insurance Services | ||
| C | $399,237 | Actual Costs |
| Essentia Health Insurance Services | ||
| Q | $15,553,792 | Actual Costs |
| Essentia Health Insurance Services | ||
| R | $7,414,315 | Actual Costs |
| Essentia Institute of Rural Health | ||
| B | $161,828 | Actual Costs |
| Essentia Institute of Rural Health | ||
| L | $65,772 | Actual COsts |
| Essentia Institute of Rural Health | ||
| P | $955,749 | Actual Costs |
| Essentia Institute of Rural Health | ||
| Q | $117,901 | Actual Costs |
| First Care Medical Services | ||
| L | $1,198,004 | Actual Costs |
| First Care Medical Services | ||
| Q | $183,223 | Actual Costs |
| Graceville Health Center | ||
| L | $315,986 | Actual Costs |
| Graceville Health Center | ||
| Q | $560,420 | Actual Costs |
| Innovis Health LLC | ||
| B | $170,890 | Actual Costs |
| Innovis Health LLC | ||
| L | $19,142,373 | Actual Costs |
| Innovis Health LLC | ||
| P | $4,467,772 | Actual Costs |
| Innovis Health LLC | ||
| Q | $7,058,849 | Actual Costs |
| Innovis Health LLC | ||
| R | $17,585,466 | Actual Costs |
| Innovis Health LLC | ||
| S | $658,938 | Actual Costs |
| Midwest Medical Equipment and Supplies Inc | ||
| L | $314,244 | Actual Costs |
| MINNESOTA VALLEY HEALTH CENTER INC | ||
| Q | $309,143 | actual costs |
| Northern Pines Medical Center | ||
| L | $1,032,881 | Actual Costs |
| Northern Pines Medical Center | ||
| Q | $84,830 | Actual Costs |
| Pine Medical Center | ||
| L | $885,304 | Actual Costs |
| Pine Medical Center | ||
| P | $71,661 | Actual Costs |
| Pine Medical Center | ||
| Q | $164,217 | Actual Costs |
| Polinsky Medical Rehabilitation Center | ||
| L | $506,365 | Actual Costs |
| Polinsky Medical Rehabilitation Center | ||
| Q | $68,560 | Actual Costs |
| St Joseph's Medical Center | ||
| B | $85,147 | Actual Costs |
| St Joseph's Medical Center | ||
| L | $10,121,976 | Actual Costs |
| St Joseph's Medical Center | ||
| P | $801,527 | Actual Costs |
| St Joseph's Medical Center | ||
| Q | $3,025,429 | Actual Costs |
| St Joseph's Medical Center | ||
| S | $200,912 | Actual Costs |
| SMDC Medical Center | ||
| I | $846,136 | Actual Costs |
| SMDC Medical Center | ||
| L | $36,553,024 | Actual Costs |
| SMDC Medical Center | ||
| P | $14,133,100 | Actual Costs |
| SMDC Medical Center | ||
| Q | $17,531,594 | Actual Costs |
| SMDC Medical Center | ||
| S | $1,672,465 | Actual Costs |
| ST MARY'S HOSPITAL Inc | ||
| Q | $336,528 | Actual Costs |
| St Mary's Hospital of Superior | ||
| L | $2,522,065 | Actual Costs |
| St Mary's Hospital of Superior | ||
| Q | $203,359 | Actual Costs |
| St Mary's Innovis Health | ||
| Q | $89,658 | Actual Costs |
| St Mary's Medical Center | ||
| B | $113,300 | Actual Costs |
| St Mary's Medical Center | ||
| L | $20,565,479 | Actual Costs |
| St Mary's Medical Center | ||
| P | $1,446,002 | Actual Costs |
| St Mary's Medical Center | ||
| Q | $7,624,431 | Actual Costs |
| St Mary's Regional Health Center | ||
| L | $4,874,000 | Actual Costs |
| St Mary's Regional Health Center | ||
| P | $130,439 | Actual Costs |
| St Mary's Regional Health Center | ||
| Q | $1,974,588 | Actual Costs |
| St Mary's Regional Health Center | ||
| R | $168,553 | Actual Costs |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (A), Name | FormAndLineReferenceDesc |
| Explanation | The following Essentia Health entities have a doing business as name. Legal Name; Doing Business As Name Brainerd Lakes Integrated Health System; Essentia Health Central Brainerd Medical Center, Inc.; Essentia Health Brainerd Specialty Clinic Bridges Medical Center; Essentia Health Ada Deer River Healthcare Center, Inc.; Essentia Health Deer River First Care Medical Services; Essentia Health Fosston Graceville Health Center; Essentia Health Holy Trinity Hospital Innovis Health, LLC; Essentia Health West Midwest Medical Equipment and Supplies, Inc.; Essentia Health Medical Equipment and Supplies Northern Pines Medical Center; Essentia Health Northern Pines Pine Medical Center; Essentia Health Sandstone Polinsky Medical Rehabilitation Center; Essentia Health Polinsky Medical Rehabilitation Center SMDC Medical Center; Essentia Health Duluth St. Joseph's Medical Center; Essentia Health St. Joseph's Medical Center St. Mary's Duluth Clinic Health System; Essentia Health East St. Mary's EMS; Essentia Health St. Mary's Emergency Medical Services-Detroit Lakes St. Mary's Hospital of Superior; Essentia Health St. Mary's Hospital-Superior St. Mary's Medical Center; Essentia Health St. Mary's Medical Center St. Mary's Regional Health Center; Essentia Health St. Mary's-Detroit Lakes | ExplanationTxt |
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