2015-04-28T16:16:30-05:00 2014-06-30 990 2013-07-01 271984704 Essentia Health Foundation % JULIE THEDENS ESSE 2187861619 502 EAST 2ND STREET Suite Duluth MN 55805 STEVE YORDE Executive Director 2015-04-28 2013 2016-03-07 17:11:31Z STEVE YORDE 400 EAST 3RD STREET Duluth MN 55805 6116405 false X www.essentiahealth.org X 2009 MN We are called to make a healthy difference in people's lives. 6 5 8 442 0 4680671 4454126 0 0 1225015 1541853 -119288 -130920 5786398 5865059 1292314 4631573 0 0 1225653 1199011 0 62244 727044 898821 737166 3416788 6629994 2369610 -764935 26058300 26583988 1104757 934864 24953543 25649124 X WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. false false 4631573 4631573 See Schedule O 4631573 true true false false false false false false false true true true false false true false false true false false false false false false true false false true true true false false false false false false false false true false false false false true true true false false true X 0 0 true 8 true false false false false false true true false false false false X 6 5 false false false false true true true true true false true true true true true true true true true false false AK AR CA GA IL KS KY MD MI MN MS NH NJ NM NC OK OR PA SC TN UT WV X JULIE THEDENS 2187863494 502 EAST 2ND STREET Duluth MN 55805 Richard Blair Board DIRECTOR 1.0 6.0 X 0 45000 0 John Hyduke Board CHAIR 1.0 0.0 X X 0 0 0 Peter Person MD Board Director 1.0 59.0 X 0 1615793 967719 RICHARD BROWN BOARD DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL VAN SCOY MD BOARD DIRECTOR Thru 4/14 1.0 59.0 X 0 333473 53084 CYNDI ANDERSON BOARD DIRECTOR 1.0 5.0 X 0 1150 0 KIMBERLY ELLINGSON BOARD DIRECTOR 1.0 0.0 X 0 0 0 Steve Yorde Executive Director 60.0 0.0 X 211268 0 34668 JON BENSON Exec Dir & VP EH Reg Finance 59.0 1.0 X 137474 0 27025 Gregory Glasner MD President 0.0 60.0 X 0 622435 90898 Kyle Dorow Chief Financial Offier 0.0 60.0 X 0 269775 53329 348742 2887626 1226723 2 true true false 0 55508 1903897 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4374027 14831147 0 0 0 302386 5474063 4680671 4374027 14831147 4183102 10648045 414701 1225015 1541853 3181569 0 0 18012716 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11528186 2290207 78244 936157 3105879 9854601 15458869 2031772 18319 1338589 4642185 0 11528186 0 17276950 -381 1403069 414631 0 15458869 0.09790 0.90210 false false 99598 33817 65781 65781 POOLED INVESTMENT FUND 21615839 F 21615839 0 PAYABLES TO RELATED TAX-EXEMPT ORGS 343427 DISCOUNTED CHARITABLE ANNUITIES 332770 676197 Schedule D, Part V, Line 4 Uses of Organization's Endowment Funds: Essentia Health Foundations intended uses of its endowment funds are to further the mission of Essentia Health and to support: Pilot studies from which the collected data may be used to pursue larger grants, program development start-up funds, and specialized healthcare need for activities that have primary impact in areas serviced by Essentia Health Hospitals and clinics. dinner/auction 44725 10645 34080 5282 32594 32489 9582 dinner/auction 22195 6561 15634 11543 7260 495 7 86084 35557 50527 40111 2963 22166 11056 30203 153004 52763 100241 5282 84248 2963 61915 11056 40280 205744 -105503 true St Mary's Medical Center 407 E 3rd Street Duluth MN 55805 410695604 501(c)3 2881913 Program Support The Duluth Clinic LTD 400 E 3rd Street Duluth MN 55805 410883623 501(c)3 34641 Program Support Essentia Institute of Rural Health 502 E 2nd Street Duluth MN 55805 271291124 501(c)3 186547 Program Support St Joseph's Medical Center 523 N 3rd St Brainerd MN 56401 410695602 501(c)3 185990 Program Support Innovis Health LLC 3000 32nd Ave Fargo ND 58103 261175213 501(c)3 47990 Program Support St Mary's Regional Health Center 1027 Washington Ave Detroit Lakes MN 56501 411620386 501(c)3 603283 Program Support BRIDGES CARE COMMUNITY 201 9TH STREET W ADA MN 56510 411513014 501(c)3 7000 PROGRAM SUPPORT St Mary's Hospital Inc PO Box 137 Cottonwood ID 83522 820226453 501(c)3 17412 PROGRAM SUPPORT SMDC Medical Center 502 E 2nd Street Duluth MN 55805 411878730 501(c)3 306245 Program Support St Mary's EMS 1027 Washington Ave Detroit Lakes MN 56501 411805811 501(c)3 6356 Program Support Essentia Health 502 E 2nd St Duluth MN 55805 200360007 501(c)3 42727 Program Support Duluth Graduate Medical Education Council 330 N 8th Ave E Duluth MN 55805 237456795 501(c)3 10000 Program Support 12 0 Assist Essentia Health Patients & COMMUNITY 452 133273 Assist Essentia Health Employees in Financial Need 83 82850 Water Safety Supplies to Community Children 928 6388 Programs to prevent childhood obesity 34 1827 Ostomy supplies to patients in need 3 105 FMV Ostomy supplies Scholarships 11 9689 BREAST CANCER AWARENESS, EDUCATION, & TREATMENT 26 16276 Grief Support Group 98 753 Schedule I, Part I, Line 2 Essentia Health Foundation's management reviews the grant activity by reviewing and documenting each expenditure request and approving the expense. PART III, LINE 1 ASSIST ESSENTIA HEALTH PATIENTS & COMMUNITY MEMBERS IN FINANCIAL NEED. X X X X false true false false false false false false false Gregory Glasner MD President 0 434192 0 130728 0 57515 0 64970 0 25928 0 713333 0 54236 Kyle Dorow Chief Financial Offier 0 212146 0 33660 0 23969 0 30722 0 22607 0 323104 0 22930 Peter Person MD Board Director 0 989806 0 273393 0 352594 0 937342 0 30377 0 2583512 0 184836 Steve Yorde Executive Director 180676 0 26291 0 4301 0 15875 0 18793 0 245936 0 0 0 MICHAEL VAN SCOY MD BOARD DIRECTOR Thru 4/14 0 332632 0 0 0 841 0 25500 0 27584 0 386557 0 0 JON BENSON Exec Dir & VP EH Reg Finance 122945 0 14382 0 147 0 6840 0 20185 0 164499 0 0 0 Schedule J, Part I, Line 3 Establishing CEO's compensation: Essentia Health Foundation relied on Essentia Health's, related organization of Essentia Health Foundation, methods for establishing Essentia Health Foundation's Executive Director's compensation: a compensation committee, independent compensation consultant, compensation survey or study, and approval by the board or compensation committee. 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 Kyle Dorow $22,930 Gregory Glasner, MD $54,236 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 Steve Yorde $5,735 Kyle Dorow $8,044 Gregory Glasner, MD $46,160 X 16 5751 cost or selling X 800 cost or selling X 11358 cost or selling X 23 6417 cost or selling X 15 2279 cost or selling X 1 150 cost or selling X Auction Items 402 90188 cost or selling false false false Form 990, SCHEDULE M, PART I, Column B Number of contributions: Essentia Health Foundation is reporting the number of contributions. Form 990, SCHEDULE M, PART I, Column D Method: ESSENTIA HEALTH FOUNDATION USED THE Cost or selling price of donated property TO DETERMINE AMOUNT REPORTED ON FORM 990, PART VIII, LINE 1G. FORM 990, SCHEDULE M, PART I, LINE 31 GIFT ACCEPTANCE POLICY: ESSENTIA HEALTH FOUNDATION HAS SUBSEQUENTLY DEVELOPED A GIFT ACCEPTANCE POLICY. Form 990, Part I, Line 16a Professional Fundraising Expenses: The amount listed represents the internal professional fundraising costs as reported on Part IX, Column (D), Line 5. It does not represent fees paid to external professional fundraisers. Form 990, Part III, Line 4 Program service accomplishments: Essentia Health Foundation 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 certain Essentia Health Supported Organizations, and of the tax-exempt entities identified as supported organizations in their respective articles of incorporation. Essentia Health Foundation facilitates charitable fundraising for and on behalf of certain Essentia Health Supported Organizations. Fundraising is conducted by direct mail, special events, grants from foundations and donations from individuals. Companies, foundations, individuals, physicians and staff participate by giving to the foundation. Donations are given for a wide range of charitable needs of each of the supported organizations including patient care initiatives, capital improvements, equipment and supplies, community education and outreach, research, and employee assistance. In total, $2.6 million was given to the Foundation in 2014 by 6,388 donors, most of whom reside in communities served by Essentia Health. The Foundation's local advisory boards distributed $4.6 million to its supported organizations and community programs which improve community health. The organizations Essentia Health Foundation supports provide health care services to the general public as part of Essentia Health system. 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 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: CERTAIN 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, Line 6 Members of Organization: ESSENTIA HEALTH IS THE SOLE MEMBER OF ESSENTIA HEALTH FOUNDATION AND MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY AS DESCRIBED IN SCHEDULE O PART VI LINE 7A. ESSENTIA HEALTH ALSO HAS RESERVED POWERS WITH RESPECT TO ESSENTIA HEALTH FOUNDATION AS DESCRIBED IN SCHEDULE O PART VI LINE 7B. Form 990, Part VI, Line 7a Member with right to elect governing body: ESSENTIA HEALTH APPOINTS AND REMOVES ESSENTIA HEALTH FOUNDATION'S GOVERNING BODY. Form 990, Part VI, Line 7b Members with right to approve governing body decision: ESSENTIA HEALTH FOUNDATION IS A SUBSIDIARY OF ESSENTIA HEALTH, WHOSE BOARD OF DIRECTORS HAS RESERVED POWERS WITH RESPECT TO THIS CORPORATION AND ITS SUBSIDIARIES, AND ALL OF THE OTHER DIRECT AND INDIRECT SUBSIDIARIES OF ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM"). ESSENTIA HEALTH'S RESERVED POWERS ARE AS FOLLOWS: STRATEGIC AND BUSINESS PLANS. AUTHORITY TO CREATE, AND TO APPROVE, THE SYSTEM'S STRATEGIC AND BUSINESS PLANS. MISSION. AUTHORITY TO CREATE, AND TO APPROVE, THE MISSION, PURPOSE AND VISION STATEMENTS FOR ALL ENTITIES IN THE SYSTEM BY THE AFFIRMATIVE VOTE OF AT LEAST 67% OF THE ESSENTIA HEALTH BOARD OF DIRECTORS. DEBT. APPROVAL OF THE INCURRENCE OF DEBT BY, AND THE CREATION OF ALL MORTGAGES, LIENS, SECURITY INTERESTS, OR OTHER ENCUMBRANCES ON THE ASSETS OF, ALL ENTITIES IN THE SYSTEM IN EXCESS OF THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY THE ESSENTIA HEALTH BOARD OF DIRECTORS, AND THE AUTHORITY TO CAUSE ALL ENTITIES IN THE SYSTEM TO PARTICIPATE IN SYSTEM BORROWING. GOVERNING INSTRUMENTS. AUTHORITY TO CAUSE, AND TO APPROVE, AMENDMENTS OF THE ARTICLES OF INCORPORATION AND BYLAWS OF ALL ENTITIES IN THE SYSTEM. MERGERS AND ACQUISITIONS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL MERGERS, CONSOLIDATIONS, AND DISSOLUTIONS OF ALL ENTITIES IN THE YSTEM. AFFILIATIONS AND JOINT VENTURES. AUTHORITY TO CAUSE, AND TO APPROVE, ALL AFFILIATIONS, JOINT VENTURES AND OTHER ALLIANCES WITH THIRD PARTIES OF ALL ENTITIES IN THE SYSTEM. TRANSFER OF ASSETS WITHIN THE SYSTEM. AUTHORITY TO TRANSFER ASSETS, INCLUDING CASH, BETWEEN AND AMONG ENTITIES WITHIN THE SYSTEM; PROVIDED, HOWEVER, THAT ESSENTIA HEALTH SHALL NOT HAVE AUTHORITY TO REQUIRE ANY ENTITY IN THE SYSTEM TO TRANSFER ASSETS (A) THAT WOULD CAUSE SUCH ENTITY TO BE IN DEFAULT OF ITS COVENANTS OR OBLIGATIONS UNDER ANY BOND OR OTHER FINANCING DOCUMENTS; (B) FROM THE CATHOLIC ENTITIES TO THE SECULAR ENTITIES OR FROM THE SECULAR ENTITIES TO THE CATHOLIC ENTITIES IN A MANNER OR TO AN EXTENT THAT WOULD CAUSE THE CATHOLIC ENTITIES TO BE IN VIOLATION OF THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES (ERDS) IN THE JUDGMENT OF THE LOCAL ORDINARY; OR (C) SUCH THAT MONEY GENERATED BY SERVICES AT SECULAR FACILITIES WITHIN THE SYSTEM BY PROCEDURES THAT ARE CONTRARY TO THE ERDS WOULD BE USED AT THE CATHOLIC ENTITIES OR MONEY GENERATED BY CATHOLIC ENTITIES WOULD BE USED IN THE PROVIDING OF SERVICES CONTRARY TO THE ERDS AT SECULAR FACILITIES WITHIN THE SYSTEM. TRANSFER OF ASSETS OUTSIDE THE SYSTEM. AUTHORITY TO CAUSE, AND TO APPROVE, THE SALE, LEASE OR OTHER TRANSFER OF ASSETS OF ALL ENTITIES IN THE SYSTEM TO PARTIES OUTSIDE OF THE SYSTEM WHEN THE ASSET'S VALUE EXCEEDS THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY THE ESSENTIA HEALTH BOARD OF DIRECTORS. SERVICES. AUTHORITY TO CAUSE, AND TO APPROVE, THE ADDITION OF NEW SERVICES AND SERVICE LOCATIONS AND THE DISCONTINUANCE OF SERVICES AND SERVICE LOCATIONS WITHIN ALL ENTITIES IN THE SYSTEM. BUDGETS. APPROVAL OF CAPITAL AND OPERATING BUDGETS OF ALL ENTITIES IN THE SYSTEM. PROFESSIONAL SERVICES. SELECTION OF THE GENERAL LEGAL COUNSEL AND EXTERNAL AUDITORS OF ALL ENTITIES IN THE SYSTEM. ACQUISITIONS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL ACQUISITIONS BY AND FORMATIONS OF ENTITIES IN THE SYSTEM. MARKETING. AUTHORITY TO IMPLEMENT SYSTEM-WIDE MARKETING AND PROMOTIONAL ACTIVITIES. COMPLIANCE PLANS. AUTHORITY TO CREATE, AND TO APPROVE, CORPORATE COMPLIANCE, SAFETY AND RISK MANAGEMENT PLANS FOR ENTITIES WITHIN THE SYSTEM. QUALITY PLAN. AUTHORITY TO CREATE, AND TO APPROVE, THE SYSTEM'S QUALITY PLAN. NON-BUDGETED PURCHASES. APPROVAL OF NON-BUDGETED CAPITAL PURCHASES AND LEASES IN EXCESS OF THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY ESSENTIA HEALTH FOR ENTITIES WITHIN THE SYSTEM. HUMAN RESOURCES. AUTHORITY TO CREATE HUMAN RESOURCE POLICIES AND PROCEDURES WITHIN THE SYSTEM. RESERVED POWERS. AUTHORITY TO CREATE ADDITIONAL ESSENTIA HEALTH RESERVED POWERS BY THE AFFIRMATIVE VOTE OF AT LEAST 80% OF THE ESSENTIA HEALTH BOARD OF DIRECTORS (EXCLUDING THE ESSENTIA HEALTH CEO); PROVIDED, HOWEVER, THAT ANY ADDITIONAL ESSENTIA HEALTH RESERVED POWERS SHALL NOT CONTRAVENE OR HINDER THE RESERVED POWERS OF BENEDICTINE SISTERS BENEVOLENT ASSOCIATION. Form 990, Part VI, Line 11a Form 990 Review process: THE 2013 FORM 990, INCLUDING ALL SCHEDULES, WAS REVIEWED BY ESSENTIA HEALTH FOUNDATION'S MANAGEMENT AND GOVERNING BODY ON APRIL 23RD, 2015 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. EACH CURRENT DIRECTOR OF THE GOVERNING BODY RECEIVED A FINAL COPY OF THE 2013 FORM 990. ESSENTIA HEALTH FOUNDATION'S FINANCE MANAGER 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 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 Foundation's Executive Director was 2013. 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 The total amount of other changes in net assets includes: Adjustment for Change in Value of Charitable Remainder Trust: $1,489 Uncollectible Pledges: ($80,099) Total: ($78,610) Brainerd Lakes Integrated Health System 2024 S 6th St Brainerd MN 56401 371532145 SUPPORT ORG MN 501(c)(3) 11 TYPE II Essentia true Brainerd Medical Center Inc 2024 S 6th St Brainerd MN 56401 371532148 Clinic MN 501(c)(3) 3 BLIHS true Bridges Medical Center 503 E 3rd St Suite 400 Duluth MN 55805 200479568 Clinic/Hosp MN 501(c)(3) 3 Innovis true Clearwater Valley Hospital & Clinics INC 301 Cedar Ave Orofino ID 83544 820497771 Clinic/Hosp ID 501(c)(3) 3 CAG true Critical Access Group 503 E 3rd St Suite 400 Duluth MN 55805 261219624 SUPPORT ORG MN 501(c)(3) 11 TYPE II Essentia true First Care Medical Services 900 Hilligoss Blvd SE Fosston MN 56542 410706143 Clinic/Hosp MN 501(c)(3) 3 Innovis true Minnesota Valley Health Center Inc 621 S 4th St Le Sueur MN 56058 410837659 Hospital/NURS MN 501(c)(3) 3 CAG true St Joseph's Medical Center 523 N 3rd St Brainerd MN 56401 410695602 Clinic/Hosp MN 501(c)(3) 3 BLIHS true St Mary's EMS 1027 Washington Ave Detroit Lakes MN 56501 411805811 Emerg Svcs MN 501(c)(3) 9 SMRHC true St Mary's Hospital Inc PO Box 137 Cottonwood ID 83522 820226453 Clinic/Hosp ID 501(c)(3) 3 CAG true St Mary's Innovis Health 1027 Washington Ave Detroit Lakes MN 56501 262861321 Pharmacy MN 501(c)(3) 3 Innovis true St Mary's Regional Health Center 1027 Washington Ave Detroit Lakes MN 56501 411620386 Clinic/Hosp MN 501(c)(3) 3 Innovis true Essentia Health 502 E 2nd St Duluth MN 55805 200360007 SUPPORT ORG MN 501(c)(3) 11TYPEIIIFI NA false Essentia Institute of Rural Health 502 E 2nd St Duluth MN 55805 271291124 Research MN 501(c)(3) 4 Essentia true Midwest Medical Equip and Supplies Inc 4418 Haines Rd Duluth MN 55811 411674021 MedICAL Equip MN 501(c)(3) 9 SMMC true Pine Medical Center 109 Court Ave S Sandstone MN 55072 411884597 Hospital/NURS MN 501(c)(3) 3 SMDCHS true Polinsky Medical Rehabilitation Center 530 E 2nd St Duluth MN 55805 410691275 rehab service MN 501(c)(3) 3 SMMC true SMDC Medical Center 502 E 2nd St Duluth MN 55805 411878730 Clinic/Hosp MN 501(c)(3) 3 SMDCHS 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 true St Mary's Hospital of Superior 3500 Tower Ave Superior WI 54880 411811073 Clinic/Hosp MN 501(c)(3) 3 SMMC true St Mary's Medical Center 407 E 3rd St Duluth MN 55805 410695604 Hospital MN 501(c)(3) 3 SMDCHS true The Duluth Clinic Ltd 400 E 3rd St Duluth MN 55805 410883623 Clinic MN 501(c)(3) 3 SMDCHS true Northern Pines Medical Center 5211 Hwy 110 Aurora MN 55705 410841441 Hospital/NURS MN 501(c)(3) 3 SMDCHS true Graceville Health Center 115 West Second St Graceville MN 56240 410726173 Clinic/Hosp MN 501(c)(3) 3 Innovis true Innovis Health LLC 3000 32nd Avenue S Fargo ND 58103 261175213 Clinic/Hosp DE 501(c)(3) 3 Essentia true DEER RIVER HEALTHCARE CENTER INC 115 10TH AVE NE DEER RIVER MN 56636 410844574 HOSP/CLIN/NH MN 501(c)(3) 3 SMDCHS true PMC-Gateway Imaging LLC 109 Court Ave S Sandstone MN 55072 261634764 Imaging Services MN NA N/A 0 0 0 East Range Clinics Ltd 910 6th Ave N Virginia MN 55792 410909915 Clinics MN NA C corp 0 0 true Essentia Health Insurance Services SPC 94 Solaris Ave PO Box 69 Grand Cayman CJ 000000000 Self Indemnity CJ NA Foreign Corp 0 0 true false true true false false false false false false false false false false false false true true true false Essentia Health P 100217 actual costs Essentia Health Q 84088 actual costs Essentia Institute of Rural Health B 186547 actual costs Essentia Institute of Rural Health P 157846 actual costs INNOVIS HEALTH LLC C 343872 actual costs INNOVIS HEALTH LLC P 79336 actual costs ST JOSEPH'S MEDICAL CENTER B 185990 actual costs ST JOSEPH'S MEDICAL CENTER C 123890 actual costs ST JOSEPH'S MEDICAL CENTER P 172031 actual costs SMDC Medical Center B 306245 actual costs SMDC Medical Center C 50200 actual costs SMDC Medical Center P 308022 actual costs SMDC Medical Center Q 111560 actual costs ST MARY'S MEDICAL CENTER B 2881913 actual costs ST MARY'S MEDICAL CENTER C 1188329 actual costs ST MARY'S MEDICAL CENTER P 657868 actual costs ST MARY'S MEDICAL CENTER Q 53374 actual costs ST MARY'S REGIONAL HEALTH CENTER B 603283 actual costs ST MARY'S REGIONAL HEALTH CENTER C 149594 actual costs Form 990, Schedule R, Part II, Column (a), Name 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