FAIRVIEW BETHESDA HOSPITAL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FAIRVIEW BETHESDA HOSPITAL (EIN 36-3517697)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-06-17
- IRS object ID
- 201301689349300650
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-17T08:52:51-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366055558 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W Jackson Blvd | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363517697 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HealthEast Care System | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 6512321000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64624 | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 551640624 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel G Kaye | Name |
| Title | VP/CFO | Title |
| Phone | 6512322300 | Phone |
| Date Signed | 2013-06-13 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bridget Roche | Name |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kathryn Correia | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 Capitol Blvd | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 55103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 253806506 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.healtheast.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | HealthEast Care System is a long-term care acute hospital. The organization also provides home care services, medical transportation services, and general management services to related organizations. Hospital services include inpatient routine services, rehabilitation services and respiratory care in support of the hospitals Health Care Mission to provide high quality, cost effective, compassionate health care. Other services provided include emergency and scheduled transportation services, professional home care personnel and services, and general management services to related organizations. Revenue includes payments from the Medicare and Medicaid programs. This organization provides emergency and medically necessary non-emergency services regardless of ability to pay. Additionally, this organization offers financial aid for eligible services in the form of free or discounted care to those low income, underinsured or uninsured individuals who meet qualification criteria. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2140 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 1847436 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1030013 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1957979 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 196719316 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 213173670 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4489014 | InvestmentIncomePriorYear |
| Investment Income Current Year | -8187322 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5615171 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3680781 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 207853514 | TotalRevenuePriorYear |
| Total Revenue Current Year | 210625108 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2333750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2593466 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 136011654 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 141119015 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 58620638 | OtherExpensePriorYear |
| Other Expenses Current Year | 66817856 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 196966042 | TotalExpensesPriorYear |
| Total Expenses Current Year | 210530337 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10887472 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 94771 | RevenuesLessExpensesCY |
| Total Assets BOY | 265606484 | TotalAssetsBOY |
| Total Assets EOY | 291454017 | TotalAssetsEOY |
| Total Liabilities BOY | 393652696 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 396807619 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -128046212 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -105353602 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Rooted in Judeo-Christian values, our mission is high quality, compassionate, cost effective health care for the communities we serve. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 61799918 | Expense |
| Grants | 2593466 | Grants |
| Revenue | 106414586 | Revenue |
| Description | HealthEast Care System is the parent corporation of a large hospital and healthcare system. HealthEast Care System is the management company providing centralized services for all HealthEast Care System subsidiaries. Management services provide centralized services for all HealthEast Care System subsidiaries. A management fee is charged to each subsidiary for management services. These services include the following: strategic planning, tax services, financial analysis, payroll, budgeting, accounts receivable, accounts payable, communication, IT services, health care management, quality management, cash management, risk management, real estate, accounting, marketing, spiritual care, contracting, legal, purchasing, human resource and employee benefits services. The centralization of management services provides for high quality, cost effective and compassionate health care management and medical services for the Twin Cities east metro residents. Therefore, these management services relate directly to the exempt purpose of owning and managing public hospitals and a healthcare system. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 58462200 | Expense |
| Revenue | 78116333 | Revenue |
| Description | HealthEast Care System provides post-acute care to patients at HealthEast Bethesda Hospital following a catastrophic illness or injury. These patients: *Have clinical needs justifying a hospital stay beyond 20 days *Require daily physician visits *Need interdisiplinary support and multiple therapy disciplinesBethesda Hospital offers four specialty programs: respiratory care, complex medical care, medical behavioral services and brain injury services. Since being founded more than 129 years ago, Bethesda has grown from a small, community hospital to a comprehensive, specialty long-term acute care hospital (LTACH). It is one of only two LTACH's in Minnesota. Bethesda Hospital is different from other rehabilitation facilities because: *Our focus is on working with patients representing a high level of acuity, those who are chronically, critically ill with complex medical co-morbidities; many come to us directly from other hospitals' ICUs for care in our signature programs. *We are committed to including families and caregivers in the care planning and recovery process. *We highlight the mind, body and spirit connection. *We are dedicated to individualized, interdisciplinary medical care and therapy plans.Our scope of services includes:* Alzheimer's and Memory Loss Care (cognitive behavioral disorders)* Brain Injury Services* Capistrant Center for Parkinson's Disease and Movement Disorders* Complex Medical Care* Concussion Clinic* Medical Behavioral Services* Respiratory CareBethesda Hospital is certified by Medicaid and accredited by The Joint Commission. Last year we treated more patients than any comparable facility in the Midwest.The organizations revenues include payments from the Medicare and Medicaid programs. All of these services relate directly to the exempt purpose of caring for sick, infirm, aged and injured persons regardless of their race, color, creed, religion, national origin, sex, sexual preference, marital status, status with regard to public assistance, disability or age. This organization provides emergency and medically necessary non-emergency services regardless of ability to pay.HealthEast Bethesda Hospital fiscal year 2012 statistics: *Hospital Inpatient Admissions: 1,218 *Outpatient visits: 9,589HealthEast Care System is a community-focused, non-profit health care system that provides innovative technology, compassionate care and a full spectrum of family health services. In 1986, the leaders of seven hospitals in St. Paul blended their Baptist, Roman Catholic and Lutheran cultures to become HealthEast Care System, united in pursuit of a common mission built on Judeo-Christian values. Today, HealthEast Care System and its subsidiaries includes four hospitals, as well as 14 clinics, outpatient services, home care and medical transportation. Practicing financial responsibility, we are the largest, locally-owned health care organization in the St. Paul/Minneapolis East Metro area. *Mission: Rooted in Judeo-Christian values, our mission is high-quality, compassionate, cost effective health care for the communities we serve. *Values: HealthEast values originate in the tradition of its sponsor organizations, forming the foundation for the Mission and Vision of the HealthEast Care System. *Life: Life is a gift to be valued highly. *Compassion: Caring attends to physical, emotional and spiritual dimensions of persons. *Respect: Each person is unique and deserving of respect. *Community: We exist to service our community. *Faith-Based Philosophy: By sustaining HealthEast's Christian heritage and identity, we provide compassionate service that respects the dignity of each person and welcomes all faith traditions, cultures and communities. *Vision: Optimal health and well-being for our patients, our communities and ourselves. *Milestone Goal: Building on our benchmark performance, HealthEast will be a national leader in clinical quality, patient experience and cost effectiveness - the best value - by 2015. HealthEast Care System fiscal year 2012 statistics: *Total Hospital Inpatient Admissions: 35,594 *Total Outpatient Visits: 434,827 *Total Emergency Department Visits: 92,055 *Lab tests: over 2.7 Million *Home Care Patients Served: 7,524 *Home Care Patient Visits: 66,757 *Health Alert Subscribers: 3,421 *Clinic Professional Visits: 572,028 *Clinic Ancillary Services: 1,003,555 *Clinic Patients: 148,764 *Patient Transports: 33,569 *Employees: 7,346 | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12825892 | Expense |
| Revenue | 17108783 | Revenue |
| Description | HealthEast Care System offers emergency medical services through HealthEast Medical Transportation. A Twin Cities leader in emergency and scheduled transportation, the organization cares for community needs with:* Ground Ambulance Services (Advanced and Basic Life Support)* Communications Services* Fleet Maintenance Services* Emergency Vehicle Conversion Services* Training and Education through EMS Academy* Special Event Medical Standbys* Wheelchair Transportation Services (MedKab)* HealthEast Care System Interfacility Courier Services* Tactical Emergency Medical Services (TEMS) for High-Risk SituationsRevenues include payments from the Medicare and Medicaid programs. All of these services relate directly to the exempt purpose of caring for sick, infirm, aged and injured persons regardless of their race, color, creed, religion, national origin, sex, sexual preference, marital status, status with regard to public assistance, disability or age. This organization provides emergency and medically necessary non-emergency services regardless of ability to pay. Transportation Fiscal Year 2012 Statistics: *Transported 33,569 patients | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10863246 | Expense |
| Revenue | 13283447 | Revenue |
| Description | HealthEast Care System provides professional home care personnel and services through HealthEast Home Care. These health care services are provided to meet the health care needs of the elderly and others within the community. Home care services involve visits to the patient's home and include skilled nursing, physical therapy, occupational therapy, speech therapy, infusion therapy, medical social worker visits, home health aide visits and in-home emergency response monitoring system. Home Care revenues include payments from the Medicare and Medicaid programs. All of these services relate directly to the exempt purpose of caring for sick, infirm, aged and injured persons regardless of their race, color, creed, religion, national origin, sex, sexual preference, marital status, status with regard to public assistance, disability or age. This organization provides emergency and medically necessary non-emergency services regardless of ability to pay.Nursing case managers have a broad range of nursing experience, and provide assessments, teaching and skilled nursing procedures. The case manager works with doctors, other team members, and caregivers to develop a plan of care. Laboratory specimens can be drawn or collected at home by a nurse and delivered to a certified laboratory for testing. Home health aides provide hands-on personal care. This may include bathing, assistance with walking, transferring a patient from one place to another (example: from bed to chair), minor dressing changes and skin care. Home Care provides extensive rehabilitation services from their physical, occupational and speech therapy departments. Home infusion therapy/intravenous (IV) medications can now be safely administered in the home. Specially trained nurses and clinical pharmacists work with doctors to provide effective infusion therapies.High-risk pregnancies can be monitored by a home care nurse in the comfort of the patients home to help prevent complications and early deliveries. Home Care also has a program that provides individualized home care services to new parents and their babies, including lactation assistance and hyperbilirubinemia (jaundice) assessment. In addition, we offer social work services to address areas including crisis intervention and nutrition therapy services for patients with special medical needs such as diabetes and congestive heart failure. HealthEast Palliative Care provides home health care to those with advanced chronic illnesses, such as cancer, heart, lung, liver or neurological disease. Aggressive symptom management is provided along with the support of the body, mind and spirit. Health Alert is an in-home emergency response system that allows customers to live independently in their home with direct access to emergency assistance. HealthEast Home Care FY 2012 Statistics: *Clients Served: 7,524 *Total Visits: 66,757 *Health Alert Subscribers: 3,421 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 10863246 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 13283447 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 143951256 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 881 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2140 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel G Kaye | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6512322300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 Capitol Blvd | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 55103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Larry K Ainsworth | ||||||||
| Director, term ended 7/31/2012 | 2.00 | X | 28000 | 0 | 0 | |||
| Diane M Berthel | ||||||||
| Director | 2.00 | X | 50000 | 0 | 0 | |||
| Julie S Causey | ||||||||
| Director, term began 1/1/12 | 2.00 | X | 0 | 0 | 0 | |||
| Patrick J Donovan | ||||||||
| Director | 2.00 | X | 48000 | 0 | 0 | |||
| Albert E Eggert | ||||||||
| Director, term ended 12/31/11 | 2.00 | X | 45000 | 0 | 0 | |||
| John R Finnegan Jr PhD | ||||||||
| Director | 2.00 | X | 26667 | 0 | 0 | |||
| Fred Harris Jr | ||||||||
| Chair | 4.00 | X | 65000 | 0 | 0 | X | ||
| Roland L Hayes | ||||||||
| Vice Chair | 4.00 | X | 53200 | 0 | 0 | X | ||
| Louis C Henry Jr | ||||||||
| Director, term began 1/1/12 | 2.00 | X | 0 | 0 | 0 | |||
| Anne M Pearson MD | ||||||||
| Director | 2.00 | X | 26833 | 257618 | 47274 | |||
| Leonard M Randolph Jr MD | ||||||||
| Director | 2.00 | X | 27833 | 0 | 0 | |||
| Sister Marie H Seiter CSJ | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| David V Taylor PHD | ||||||||
| Director, term ended 12/31/11 | 2.00 | X | 28833 | 0 | 0 | |||
| Jone M Tiffany | ||||||||
| Director | 2.00 | X | 28000 | 0 | 0 | |||
| Laure Waschbusch MD | ||||||||
| Director | 2.00 | X | 8000 | 31190 | 936 | |||
| James W Wiltz | ||||||||
| Director | 2.00 | X | 26000 | 0 | 0 | |||
| Timothy H Hanson | ||||||||
| President & CEO, term ended 1/6/2012 | 40.00 | X | 982866 | 0 | 298741 | X | ||
| Kathryn G Correia | ||||||||
| President & CEO, term began 1/7/2012 | 40.00 | X | 0 | 0 | 0 | X | ||
| Mary L Arnold | ||||||||
| VP Human Resources - HECS | 40.00 | 231011 | 0 | 99358 | X | |||
| Catherine J Barr | ||||||||
| VP & CEO - Bethesda | 40.00 | 296035 | 0 | 168531 | X | |||
| Sara Criger | ||||||||
| VP & CEO - St. Joseph's | 0.00 | 0 | 439920 | 73275 | X | |||
| Brendon Cullinan MD | ||||||||
| VP & Medical Director | 0.00 | 0 | 76301 | 98033 | X | |||
| Shirley A Germann | ||||||||
| Compliance Officer - HE Care System | 40.00 | 174279 | 0 | 48305 | X | |||
| Roger E Green | ||||||||
| VP Strategy, Policy, Marke | 40.00 | 342141 | 0 | 208178 | X | |||
| Scott W Hinrichs | ||||||||
| VP Spiritual Care - HE Care System | 40.00 | 248601 | 0 | 158098 | X | |||
| Stephen J Kolar MD | ||||||||
| Sr. VP & CMO - HE Care Sys | 40.00 | 463918 | 0 | 176505 | X | |||
| Milton P McClurkan Jr | ||||||||
| VP & CIO - HE Care System | 40.00 | 264529 | 0 | 28017 | X | |||
| Michael F Nass | ||||||||
| VP & CFO - HE Care System | 40.00 | 361996 | 0 | 235573 | X | |||
| Scott L North | ||||||||
| VP & CEO - St. John's | 0.00 | 0 | 409546 | 186433 | X | |||
| Brian Patty MD | ||||||||
| VP & CMIO - HE Care System | 40.00 | 629661 | 0 | 222429 | X | |||
| John Piatkowski MD | ||||||||
| VP & Executive Medical Dir | 0.00 | 0 | 227176 | 19895 | X | |||
| Mary F Pynn | ||||||||
| VP & Chief Nursing Officer | 40.00 | 316433 | 0 | 141221 | X | |||
| Julie A Schmidt | ||||||||
| Transformation Officer - HE Care System | 40.00 | 411066 | 0 | 168322 | X | |||
| Thomas A Schmitt | ||||||||
| VP & CEO - Woodwinds | 0.00 | 0 | 292486 | 148611 | X | |||
| Mindy A Smith | ||||||||
| VP HE Clinics, Outpatient | 0.00 | 0 | 371902 | 148915 | X | |||
| Leslie R Stern | ||||||||
| VP - Specialty Physicians | 0.00 | 0 | 251128 | 90278 | X | |||
| Craig A Svendson MD | ||||||||
| VP & Chief Medical Quality | 40.00 | 361052 | 0 | 184701 | X | |||
| Rahul Koranne MD | ||||||||
| Medical Director | 40.00 | 317726 | 0 | 70290 | X | |||
| Linda L Walling MD | ||||||||
| Medical Director - Infomatics | 40.00 | 227565 | 0 | 51110 | X | |||
| Karen E MacDonald | ||||||||
| Assoc. Admin. Care Management | 40.00 | 188233 | 0 | 91609 | X | |||
| Paul R Keenan | ||||||||
| Controller/System Director of Tax | 40.00 | 183286 | 0 | 32242 | X | |||
| Allen Wesley MD | ||||||||
| Medical Director | 40.00 | 196747 | 0 | 43153 | X | |||
| Joan A Grzywinski | ||||||||
| Former Director | 0.00 | 19000 | 0 | 0 | X | |||
| Robert D Gill | ||||||||
| Former VP & CFO - HE Care System | 0.00 | 358736 | 0 | 141733 | X | |||
| Ann M Schrader | ||||||||
| Former VP & COO - HE Care System | 0.00 | 562050 | 0 | 259548 | X | |||
| Virginia Sullivan | ||||||||
| Former VP Human Resources - HECS | 0.00 | 228908 | 0 | 30192 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 7827205 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2357267 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3671506 | TotalOtherCompensation |
| Number Individuals GT100 K | 113 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| McKesson Information Solutions | |||||
| PO Box 98347 | Chicago | IL | 60693 | Software Support & Maintenance | 2256900 |
| Moore Costello & Hart PLLP | |||||
| 55 East Fifth Street | St Paul | MN | 55101 | Legal Services | 1163123 |
| Innovative Consulting Group | |||||
| 9210 Petersburg Road | Evansville | IN | 47725 | Consulting Services | 740558 |
| Nexus Informations System | |||||
| PO Box 334 | Waite Park | MN | 56387 | Equipment Repair & Maintenance | 643921 |
| Hayes Management Consulting | |||||
| 1320 Centre Street Suite 402 | Newton Center | MA | 02459 | Consulting Services | 561903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 52 | NumberOfContractorsGT100K |
| Government Grants | 71440 | GovernmentGrants |
| All Other Contributions | 1886539 | AllOtherContributions |
| Total Contributions | 1957979 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Patient Revenue | 622110 | 110571685 | 110571685 | |
| Management Services | 561100 | 102383564 | 101170533 | 1213031 |
| Residency Program | 611710 | 269411 | 269411 | |
| Patient Education | 611710 | 212731 | 212731 | |
| Senior Wellness Progra | 611710 | 167214 | 167214 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -430935 | TotalRevenueColumn |
| Related Or Exempt Function Income | -430935 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 213173670 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4990125 | TotalRevenueColumn |
| Exclusion | $4,990,125 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 409281 | Real |
| Personal | 1670 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 325415 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 83866 | Real |
| Personal | 1670 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1244 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 426 | UnrelatedBusinessRevenue |
| Exclusion | $83,866 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28836712 | Securities |
| Other | 841824 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41679894 | Securities |
| Other | 1176089 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12843182 | Securities |
| Other | -334265 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13177447 | TotalRevenueColumn |
| Exclusion | -$13,177,447 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Cash Discounts & Rebat | 900099 | 1569290 | 1569290 | |
| Data Processing Servic | 518210 | 361097 | 361097 | |
| Cafeteria Revenue | 722310 | 360571 | 360571 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1304287 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1031405 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 272882 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3595245 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 210625108 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214923149 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1847436 | UnrelatedBusinessRevenue |
| Exclusion | -$8,103,456 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2593466 | Total |
| Program Services | 2593466 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6529925 | Total |
| Management And General | 6529925 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106184822 | Total |
| Program Services | 78619009 | ProgramServices |
| Management And General | 27565813 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5392607 | Total |
| Program Services | 3992674 | ProgramServices |
| Management And General | 1399933 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15558191 | Total |
| Program Services | 11519250 | ProgramServices |
| Management And General | 4038941 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7453470 | Total |
| Program Services | 5198827 | ProgramServices |
| Management And General | 2254643 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1259585 | Total |
| Program Services | 25504 | ProgramServices |
| Management And General | 1234081 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596421 | Total |
| Program Services | 596421 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124655 | Total |
| Program Services | 124655 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16367583 | Total |
| Program Services | 9611858 | ProgramServices |
| Management And General | 6755725 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441979 | Total |
| Program Services | 127341 | ProgramServices |
| Management And General | 314638 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14429580 | Total |
| Program Services | 8872199 | ProgramServices |
| Management And General | 5557381 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3909071 | Total |
| Program Services | 1055633 | ProgramServices |
| Management And General | 2853438 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8305147 | Total |
| Program Services | 7761521 | ProgramServices |
| Management And General | 543626 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1777674 | Total |
| Program Services | 1563974 | ProgramServices |
| Management And General | 213700 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528819 | Total |
| Program Services | 361269 | ProgramServices |
| Management And General | 167550 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 873634 | Total |
| Program Services | 873634 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6756226 | Total |
| Program Services | 2252476 | ProgramServices |
| Management And General | 4503750 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1294718 | Total |
| Management And General | 1294718 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Medical Supplies | 5058479 | 5058479 |
| Bad Debt Expense | 1359246 | 1359246 |
| Minnesota Care Tax | 981587 | 981587 |
| Medical Care Surcharge | 589694 | 589694 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2163758 | Total |
| Program Services | 812539 | ProgramServices |
| Management And General | 1351219 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210530337 | Total |
| Program Services | 143951256 | ProgramServices |
| Management And General | 66579081 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 879385 | BOY |
| EOY | 474430 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47342833 | BOY |
| EOY | 60311271 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 52904 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14743681 | BOY |
| EOY | 21870466 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010610 | BOY |
| EOY | 2076855 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465203 | BOY |
| EOY | 517109 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6190070 | BOY |
| EOY | 7051282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 114618190 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 67718957 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47297752 | BOY |
| EOY | 46899233 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115021389 | BOY |
| EOY | 119860657 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26095254 | BOY |
| EOY | 25952090 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5560307 | BOY |
| EOY | 6387720 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265606484 | BOY |
| EOY | 291454017 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64216137 | BOY |
| EOY | 66555745 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267431132 | BOY |
| EOY | 261639608 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34454 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61970973 | BOY |
| EOY | 68612266 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393652696 | BOY |
| EOY | 396807619 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -139399036 | BOY |
| EOY | -116900108 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11352824 | BOY |
| EOY | 11546506 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -128046212 | BOY |
| EOY | -105353602 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265606484 | BOY |
| EOY | 291454017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 94771 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 22597839 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $124,655 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 124655 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | The organization contracts with consultants to express their concerns regarding health care issues to state and federal legislators. The organization also pays annual membership dues to the American Hospital Association, the Minnesota Hospital Association and the National Association of Long Term Hospitals. A portion of these annual dues are determined to be used for lobbying purposes. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 975354 | OtherCostOrOtherBasis |
| Book Value | 975354 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52992253 | OtherCostOrOtherBasis |
| Depreciation | 33909449 | Depreciation |
| Book Value | 19082804 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1845890 | OtherCostOrOtherBasis |
| Depreciation | 584320 | Depreciation |
| Book Value | 1261570 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54609032 | OtherCostOrOtherBasis |
| Depreciation | 29798035 | Depreciation |
| Book Value | 24810997 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4195661 | OtherCostOrOtherBasis |
| Depreciation | 3427153 | Depreciation |
| Book Value | 768508 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46899233 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Investment in Senior Care | 11061693 | C |
| Investment in Health Systems Cooperative Laundry | 1618891 | C |
| Investment in VHA | 250000 | C |
| Investment in East Metro Insurance, LTD. | 1475000 | C |
| Investment in HealthEast Foundation | 11546506 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 25952090 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (13 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Third Party Settlements | $130,355 |
| Asbestos Abatement Liability | $635,616 |
| Workers Compensation Liability | $7,732,725 |
| GL/PL Liability | $7,324,997 |
| Deferred Compensation - 457(b) Plan | $7,761,005 |
| Accrued Pension Liability | $25,068,221 |
| Accrued Health Insurance Liability | $3,898,068 |
| Pension Restoration Liability | $10,252,557 |
| Debt Service Fund - Forward Purchase | $3,546,648 |
| Loan Guarantee Accrued Expense | $14,442 |
| WCRA Surplus Recovery Liability | $129,192 |
| Settlement - Wells Fargo | $1,024,586 |
| Settlement - Bank of America | $1,093,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 68612266 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The financial statements did not include a footnote addressing the organization's liability for uncertain tax positions under FIN 48 because the organization did not have any such liabilities to report. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Cayman Islands | 0 | 0 | Program Services | Self Insurance | 3272677 |
| Cayman Islands | 0 | 0 | Investments | 15734911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 19007588 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 19007588 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 0 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 357803 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 357803 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00270 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 15997720 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11009642 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4988078 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03790 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1044257 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 20883 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1023374 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00780 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 17399780 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11030525 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6369255 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.04840 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 206489 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 15146 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 191343 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00150 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 539682 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 264853 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 274829 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00210 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 515488 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 515488 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00390 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1261659 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 279999 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 981660 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00750 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18661439 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11310524 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7350915 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05590 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 3988 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 3988 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 114311 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 47775 | DirectOffsettingRevenue |
| Net Community Building Expense | 66536 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 118299 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 47775 | DirectOffsettingRevenue |
| Net Community Building Expense | 70524 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $1,359,246 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 44299575 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 51909623 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -7610048 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HealthEast Bethesda Hospital | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 Capitol Boulevard | AddressLine1 |
| City | St Paul | City |
| State | MN | State |
| ZIP Code | 55103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HealthEast Bethesda Hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 300.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Uninsured Discount | X | UninsuredDiscount |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Available On Request | X | AvailableOnRequest |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 2 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (2 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| HealthEast Medical Transportation | ||||
| 799 Reaney Avenue | St Paul | MN | 55106 | Medical Transporation |
| HealthEast Home Care | ||||
| 1700 University Avenue West | St Paul | MN | 55104 | Home Healthcare |
Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| Part I, Line 6a: This organization is part of the HealthEast Care System which prepares an annual community benefit report called "HealthEast Report to the Community" on a consolidated basis. | ||
| Part I, Line 7: The cost to charge ratio used to report amounts in Form 990, Schedule H, Part I, Line 7 were derived from worksheet 2, in the Schedule H, Form 990 instructions. | ||
| Part I, Line 7, Column (f): The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 1359246. | ||
| Part II: HealthEast Care System promotes the health of the communities it serves by providing community building activities. The organization offers free access to its Passport Program. This program is dedicated to enhancing the quality of life for all as we age. We lead positive social change and deliver value to members through information, advocacy, lifelong learning, self-development and fulfillment. We accomplish this goal by offering social opportunities, educational seminars, opportunities to meet other members and volunteer opportunities. | ||
| Part III, Line 1: The organization reports bad debt in accordance to Healthcare Financial Management Association (HFMA) Statement No. 15 to the extent that HFMA Statement No. 15 follows the Generally Accepted Accounting Principles (GAAP) for the reporting of bad debt. | ||
| Part III, Line 4: The allowance for bad debt is based upon the assessment of historical and expected net collections considering business and economic conditions, trends in health care coverage, and other collection indicators.The bad debt allowance is calculated as a percentage of patient receivables after deductions for estimated provisions for contractual adjustments (discounts) on services provided to enrollees of Medicare, Medicaid, third-party payor programs, charity care, uninsured discounts, and other administrative adjustments.The following is the text of the footnote to the organizations financial statements that describe the bad debt allowance and bad debt expense: Net patient accounts receivable consist of gross charges for patient services less contractual adjustments and other reductions for anticipated uncollectible amounts. The allowance for doubtful patient accounts receivable is based upon an assessment of historical and expected net collections considering business and economic conditions, trends in health care coverage, and other collection indicators. Throughout the year, the adequacy of the allowance for doubtful accounts is assessed based upon historical write-off experience by payor category. The results of this review are used to make any modifications to the allowance for doubtful accounts. After satisfaction of amounts due from insurance and other third-party payors, established guidelines are followed for placing certain past-due patient balances with collection agencies.The organization has a financial assistance program that provides patients opportunities to apply for free or discounted care or to be enrolled in a government sponsored medical care program. The process includes identifying patients with a financial concern and providing financial counseling and assistance in applying for the organization's charity care and other financial assistance programs.Certain patient accounts are written off to bad debt because the organization does not have sufficient information to determine if the patient would qualify for free care or financial aid. Therefore, it is possible that some bad debt is actually charity care. However, if a patient account is written off to bad debt and the collection agency later determines that the patient would have qualified for free care or financial aid, then the bad debt expense is reclassified to charity care. | ||
| Part III, Line 8: The organization believes that at least some portion of the costs we incur in excess of payments received from the Federal government for providing medical services to Medicare enrollees and beneficiaries under the Federal Medicare Program (shortfall or Medicare shortfall) constitutes a community benefit. Providing these services clearly lessens the burdens of the government by alleviating the Federal government from having to directly provide these medical services. As demonstrated and calculated on Form 990, Schedule H, Part III, Lines 5, 6 and 7, our Medicare "allowable costs" clearly exceed the payments we receive for providing these medical services under the Medicare Program. By absorbing the Medicare shortfall costs we are providing a community benefit as well as easing the burden of the Federal government having to cover these costs.To arrive at the Form 990, Schedule H, Part III, Line 6 amount we used actual Medicare charges from internal records and applied an estimated cost to charge ratio to determine the Medicare allowable costs. The estimated Medicare cost to charge ratio is the prior period Medicare Cost Report cost to charge ratio. | ||
| Part III, Line 9b: The organization's collection policy and practices provide that a patient who indicates an inability to pay be provided with the information and application for the organization's financial aid policy. When a completed financial assistance application is received, it is processed according to the organization's policy to determine whether the patient qualifies for discounted or free medical services. However, if a patient expires or files for bankruptcy prior to providing a completed financial assistance application, there is no way to determine if the patient qualifies for charity care.The patient handbook also provides information regarding collection policies and practices. Bills provided to patients include the following statement: "Financial Aid Available: It is important that you let us know if you will have trouble paying your bill. HealthEast may be able to help you get free or low-cost health coverage through community or government programs. Although HealthEast can assist you in this process, you must apply for these benefits if you are eligible." | ||
| Part V, Section B, Line 13g: The organization communicates to patients during admission, financial counseling and collection calls that we have a financial assistance program and we can provide them with an application. | HealthEast Bethesda Hospital | |
| Part V, Section B, Line 19d: The organization shall not charge a patient whose annual household income is less than $125,000 for any uninsured treatment in an amount greater than the amount which the provider would be reimbursed for that service or treatment from its most favored insurer. The term "most favored insurer" means nongovernmental third party payers that provided the most revenue to the provider during the previous calendar year. | HealthEast Bethesda Hospital | |
| Part VI, Line 2: The community health needs assessment process was guided by HealthEast advisory groups that represented each hospital and key departments. At multiple points in the assessment planning and implementation process, local public health departments were also contacted to provide input and feedback to the process and review relevant data.A mixed method approach was developed collaboratively by HealthEast and Wilder Research to describe the health and wellness needs of east metro residents, with particular attention to the needs of aging residents, those with chronic conditions, and medically underserved populations, including communities of color and uninsured/underinsured populations. Secondary, or existing, data sources were used to describe the characteristics of residents and patients, while the primary, or new, data collection approaches selected for the assessment were designed to gather feedback from specific priority populations during a short 6-week timeframe in order to align with HealthEast's decision making and reporting timelines.A variety of data collection strategies, described below, were used to gather information about the health and wellness needs of residents served by HealthEast, particularly those living in the east metro region of Dakota, Ramsey, and Washington Counties. The east metro geographic focus reflects the primary service area of three HealthEast Care System hospitals: St. John's Hospital, St. Joseph's Hospital, and Woodwinds Health Campus.The HealthEast Community Health Needs Assessment Data Collection Workgroup conducted a comprehensive review of the system's hospital (patient visit) data to define the population of patients served by HealthEast, identify current service delivery trends, and inform the scope of the assessment and its primary data collection strategies. In February 2012, the HealthEast Data Collection presented a summary report of their findings to the HealthEast Internal Advisory Committee and Steering Committee. The report described HealthEast's current service reach and aided the committees to focus the primary data collection strategies towards three key populations in the east metro: aging populations; populations with chronic disease; and populations of color, particularly those with chronic disease.Additional sources of secondary data were reviewed by the HealthEast Data Collection Workgroup and Wilder Research to describe the characteristics of east metro residents, incidence and current trends in key chronic disease areas, and risk factors contributing to the onset of these chronic conditions in this full report.There is a great deal of information available describing common barriers to accessing health care services in general. Factors including cost, clinic hours, concerns about insurance coverage, trust in medical providers, and perceived discrimination can all lead to delays in accessing health care, particularly preventive health care services. Populations of color, new immigrant populations, and lower-income residents are more likely to report these barriers.These issues are important for HealthEast and others to consider in identifying strategies to improve the accessibility of their services. However, because these barriers are already well-documented, the primary data collection plan focused primarily on better understanding characteristics of patients who are highly engaged in managing their health, as well as factors that lead to frequent emergency department utilization or poor chronic disease management among HealthEast patients. Special attention was given to gathering feedback from medically-underserved and aging patients, as well as patients of color.The primary data collection component of the Community Health Needs Assessment was designed in collaboration between Wilder Research and HealthEast staff, and guided by HealthEast internal advisory committees.Discussion with Passport members. Four town hall discussions, located in community centers in the east metro, were conducted in May 2012 with members of the HealthEast Passport program. At each session, Wilder Research facilitated a guided discussion about the strategies Passport members currently use to support their health, challenges they have in supporting their health, and their suggestions for how medical professionals can better support them in their efforts to stay healthy.Mixed method approaches to gather feedback from HealthEast Bethesda Hospital (Bethesda) staff and patients. In collaboration with HealthEast staff, a mixed-method approach consisting of key informant interviews with Bethesda staff and advocacy organizations, surveys with Bethesda support group participants, and follow up interviews with recently discharged patients was used to gather information about the unique needs of Bethesda patients.Interviews with HealthEast patients. A semi-structured face to face patient interview was developed in partnership with HealthEast staff to gather feedback from current hospital patients about the ways they try to stay healthy, challenges to their health, barriers to following hospital discharge instructions, and their preferred type and mode of health information communication. A convenience sampling approach was used to gather feedback from a sample of patients admitted to three HealthEast hospitals: St. Joseph's, St. John's, and Woodwinds. Patients readmitted to the hospital within the past 30 days, as well as those in the hospital for observation, were eligible for the interview. Interviews with emergency room patients were attempted, but were discontinued due to difficulties administering the interviews without interrupting patient flow.Interviews with representatives of cultural communities. Key informant interviews were conducted with individuals representing the following cultural communities: African American; African; Hispanic/Latino; Hmong; Karen; and homeless. The informants included key stakeholders who were members of (or who had direct experience working closely with) each community of interest, and who could speak to the health needs of community members of the east metro. Informants were asked about barriers to health and wellness in specific cultural communities and provided recommendations for health systems to consider when working to address these barriers. | ||
| Part VI, Line 3: HealthEast Care System has Financial Counselors and Social Workers available to assist patients in determining whether they qualify for help with their medical bills. Billing and Insurance Information brochures are also available to patients which explain the organization's billing and payment policies as well as contact information for discussing financial assistance with our Financial Counselors and Social Workers. Patients are informed about the availability of federal, state and local medical assistance programs, charity care availability as well as discounted care eligibility requirements.The patient handbook also provides information regarding collection policies and practices. Bills provided to patients include the following statement: "Financial Aid Available: It is important that you let us know if you will have trouble paying your bill. HealthEast may be able to help you get free or low-cost health coverage through community or government programs. Although HealthEast can assist you in this process, you must apply for these benefits if you are eligible." | ||
| Part VI, Line 4: The primary service area for three of the four HealthEast Care System hospitals includes the three east metro counties of Dakota County, Ramsey County, and Washington County. Combined, the service area includes over one million residents. During the past decade, the east metro region has become increasingly culturally diverse and home to a growing aging population. In addition, as a result of the recent economic recession, a growing number of east metro residents live in poverty. These recent and anticipated changes in the region's population may influence the types of services provided by HealthEast and the ways in which services are delivered.Since 2000, the population across all three counties has become increasingly culturally diverse, with nearly one-quarter (24%) of residents identified as persons of color in 2010. HealthEast currently serves a diverse patient population and is seeing growth in the number of hospital visits by patients of color, particularly new patients of new immigrant and refugee communities. Although most patient hospital visits are with patients who speak English as their primary language, over 8,000 of hospital visits in 2010 were with patients who spoke languages other than English. The demand for culturally and linguistically appropriate care is likely to increase. Over the next 30 years, the number of residents of color in the Twin Cities region is expected to double, while at the same time, the White, non-Hispanic population is expected to slightly decline.In 2010, 11 percent of east metro residents were age 65 or older. Not surprisingly, many of the patients who receive services at HealthEast hospitals also fall into this age group. In the three hospitals that serve the east metro region, as few as one in five patient visits and up to one in three patient visits were with patients age 65 or older in 2010. A dramatic increase in the number of seniors is expected over the next 30 years; by 2040, over 20 percent of Twin Cities residents are expected to fall into this age category.The recent economic recession has also had an impact on east metro residents. The percentage of residents living in poverty has roughly doubled in each of the east metro counties. Poverty rates are higher overall in Ramsey County, where there has also been a sharp increase in the percentage of residents living in poverty, from 9 percent in 2000 to17 percent in 2010. A substantial number of east metro residents may also have difficulty accessing health care services due to lack of insurance, limited money to afford services, or a lack of medical service providers. Although a growing number of residents will have health insurance as a result of federal health care reform, the percentage of uninsured residents varies from 7 percent in Washington County to 12 percent in Ramey County. In addition, American Indians are considered a medically-underserved community in the east metro and there are five federally-designated medically underserved neighborhoods in Ramsey County.The primary service area for three of the four HealthEast hospitals focuses on residents living in three east metro counties: Dakota County, Ramsey County, and Washington County. Combined, the service area includes over one million residents. The region, which includes urban, suburban, and rural communities, is home to a highly economically and culturally diverse population. The largest percentage of east metro residents live in Ramsey County; despite covering a smaller geographic area, Ramsey County has a population density approximately five times greater than Dakota and Washington Counties. One-third of Ramsey County residents are persons of color, compared to 18 percent of Dakota County and 14 percent of Washington County residents. A greater percentage of Ramsey County residents also live in poverty, compared to the other east metro counties.Key demographic characteristics of east metro residents (2010)County: Dakota Ramsey Washington CombinedTotal population 398,552 508,640 238,136 1,145,328Percent of color:2010 18% 33% 14% 24%2000 10% 25% 7%Percent foreign-born:2010 8% 13% 6% 10%2000 5% 11% 3%Percentage 65+:2010 10% 12% 11% 11%2000 7% 12% 8%Percent living in poverty:2010 7% 17% 6% 11%2000 4% 9% 3%Source: Minnesota Compass, 2010Eight percent of residents are Asian American, while fewer identify themselves as African American (7%), multi-racial (3%), American Indian (1%) or some other race (2%). Using the most recent data available from the American Community Survey (2006-2010), the estimated number of Hmong and Mexican immigrant/refugee residents are 15,632 and 14,193 residents, respectively. While these are there largest immigrant/refugee communities, there are a number of sizable communities in the region, including: Indian (6,413), Chinese (5,352), Vietnamese (4,838), Ethiopian (3,932), Somali (3,935), Korean (3,709) Laotian (2,520), Thai (2,200), Salvadoran (2,193), and Karen (1,340) residents.Overall, the region has become increasingly culturally diverse, particularly among younger residents. At the same time, the population as a whole is becoming older. As a result of the recession, more east metro residents are living in poverty now than in 2000. While the total population has increased in both Dakota and Washington Counties (by 12% and 18% since 2000, respectively), the population in Ramsey County has decreased 0.5 percent during the same time period.In addition to patients who are likely underserved because of their health insurance status, there are five federally-designated medically underserved neighborhoods in Ramsey County: Dayton's Bluff, Ramsey, Rice-Phalen, Summit-University, and Thomas-Dale. The Native American population in Ramsey County is also considered a medically underserved population.Overall, a majority of St. John's and St. Joseph's patients are residents of Ramsey County (67% and 52%, respectively), while the largest percentage of Woodwinds patients live in Washington County (49%). Dakota County residents comprise the smallest proportion of HealthEast hospital patients (17% of St. Joseph's patients and 14% of Woodwinds patients). Bethesda Hospital, a long-term acute care hospital, serves individuals who live throughout the state of Minnesota.To describe the demographic characteristics of patients served by HealthEast, their reasons for receiving care, and other key measures, The HealthEast Community Needs Assessment Data Collection Workgroup analyzed existing internal data for all patient visits in 2010. This section of the report highlights selected demographic information from the Workgroup's comprehensive report.HealthEast is one of multiple hospital systems that serve residents who live in Dakota, Ramsey, and Washington Counties. Overall, 41 percent of licensed hospital beds within the St. John's service area (Ramsey and Washington Counties) were HealthEast hospital beds, compared to 37 percent in the service areas for St. Joseph's and Woodwinds Hospitals (Dakota, Ramsey, and Washington Counties).Number and percentage of HealthEast hospital beds in each east metro county (2010): Number of licensed hospital beds % of HealthEast beds HealthEast Non-HealthEast in each countyDakota County a,b 0 244 0%Ramsey County a,b,c 839 1244 40%Washington County a,b,c 86 97 47%a-Counties included in the St. Joseph's Hospital service areab-Counties included in the Woodwinds Hospital service areac-Counties included in the St. John's Hospital service areaSource: Minnesota Health Care Facilities Programs, Minnesota Department of Health (2011)Recent hospital visit data suggest the hospitals may not be serving as many residents of color as expected, given the demographic characteristics of the population of residents living within each hospital service area. Looking specifically at HealthEast's short-term care hospitals, the percentage of Asian American patient visits is higher at St. John's Hospital (7%), compared to St. Joseph's or Woodwinds Hospitals (both 3%). However, approximately 8-10 percent of residents in the service area of each hospital are Asian American. Similarly, while Hispanic/Latin patients comprise 2-3 percent of all patient visits, there is a larger Hispanic/Latino population living in the hospital service areas (6% in each service area). SEE SCHEDULE O FOR CONTINUATION | ||
| Part VI, Line 5: In addition to the community benefits and activities described in other parts of this filing, the HealthEast Care System furthers its tax-exempt charitable purpose and promotes the health of the communities it serves including, but not limited to the following: The organization's hospitals extend medical staff privileges to all qualified physicians in the community. As a tax-exempt health care system, HealthEast Care System reinvests any excess revenues back into the core operations of the organization for which the tax-exemption was granted. The organization offers various health care classes, health screenings, support groups and other events related to the promotion of health. Some examples are in the following areas: Diabetes, Pain Care, Pregnancy, Birthing, Parenting, Heart Disease, Weight Loss, Women's Health, Vein Therapy, Chemical Dependency, Stoke, Cancer, Brain Injury, Smoking Cessation and CPR (Cardiopulmonary Resuscitation).HealthEast Care System is governed by a board of directors that are members of the community the organization serves. | ||
| Part VI, Line 6: HealthEast Care System is a community-focused, non-profit health care organization that provides innovative technology, compassionate care, and a full spectrum of family health services. HealthEast includes Bethesda Hospital, St. John's Hospital, St. Joseph's Hospital, and Woodwinds Health Campus as well as outpatient services, clinics, home care, and medical transportation services.Organization Mission and Goal:The mission of HealthEast is to provide high quality, cost-effective, compassionate health care for the communities it serves. Our current focus is around creating value for our patients. This is articulated in our 2015 Milestone Goal: "Building on our benchmark performance, HealthEast will be a national leader in clinical quality, patient experience and cost effectiveness - the best value - by 2015."HealthEast includes four hospitals, 14 primary care clinics, outpatient services, home care and medical transportation services. With 7,300 employees and 1,500 physicians on staff, it meets a broad array of community health needs, through a blend of "high tech" services, traditional medicine and integrative therapies.In fiscal year 2012, HealthEast saw 35,000 hospital inpatient admissions, 434,000 outpatient visits, 148,000 clinic patients and 92,000 emergency care cases. In 2012, HealthEast's charity care, costs in excess of Medicaid payments, and community benefit operations, education and workforce development reached a total of $65 million, which is more than the benefit gained by being a tax-exempt organization. | ||
| MN | Reports Filed With States | Part VI, Line 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| HealthEast Foundation | ||||||||
| 1690 University Avenue West Suite | 250 | St Paul | MN | 55104 | 411602044 | 501(c)(3) | 2308466 | Grant provided to HealthEast Foundation for general support. |
| Portico Healthnet | ||||||||
| 2610 University Avenue West | St Paul | MN | 55114 | 411814659 | 501(c)(3) | 285000 | Grant provided to Portico Healthnet for general support. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: HealthEast Foundation and Protico Healthnet are organizations affiliated with HealthEast Care System. Their budget and financial records are reviewed periodically to ensure proper usage of funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (30 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Anne M Pearson MD | |||||||||||||
| 26833 | 222423 | 0 | 23807 | 0 | 11388 | 0 | 28745 | 0 | 18529 | 26833 | 304892 | 0 | 7254 |
| Timothy H Hanson | |||||||||||||
| 639658 | 0 | 223757 | 0 | 119451 | 0 | 278064 | 0 | 20677 | 0 | 1281607 | 0 | 328967 | 0 |
| Mary L Arnold | |||||||||||||
| 192575 | 0 | 37068 | 0 | 1368 | 0 | 88686 | 0 | 10672 | 0 | 330369 | 0 | 37068 | 0 |
| Catherine J Barr | |||||||||||||
| 260850 | 0 | 32437 | 0 | 2748 | 0 | 147211 | 0 | 21320 | 0 | 464566 | 0 | 32437 | 0 |
| Sara Criger | |||||||||||||
| 0 | 359605 | 0 | 78328 | 0 | 1987 | 0 | 63425 | 0 | 9850 | 0 | 513195 | 0 | 78328 |
| Brendon Cullinan MD | |||||||||||||
| 0 | 76053 | 0 | 0 | 0 | 248 | 0 | 85634 | 0 | 12399 | 0 | 174334 | 0 | 0 |
| Shirley A Germann | |||||||||||||
| 148279 | 0 | 26000 | 0 | 0 | 0 | 39708 | 0 | 8597 | 0 | 222584 | 0 | 26000 | 0 |
| Roger E Green | |||||||||||||
| 247014 | 0 | 62290 | 0 | 32837 | 0 | 184608 | 0 | 23570 | 0 | 550319 | 0 | 91447 | 0 |
| Scott W Hinrichs | |||||||||||||
| 180284 | 0 | 40782 | 0 | 27535 | 0 | 103924 | 0 | 54174 | 0 | 406699 | 0 | 64738 | 0 |
| Stephen J Kolar MD | |||||||||||||
| 340574 | 0 | 60040 | 0 | 63304 | 0 | 161268 | 0 | 15237 | 0 | 640423 | 0 | 107591 | 0 |
| Milton P McClurkan Jr | |||||||||||||
| 264529 | 0 | 0 | 0 | 0 | 0 | 12017 | 0 | 16000 | 0 | 292546 | 0 | 0 | 0 |
| Michael F Nass | |||||||||||||
| 259507 | 0 | 100613 | 0 | 1876 | 0 | 211397 | 0 | 24176 | 0 | 597569 | 0 | 100613 | 0 |
| Scott L North | |||||||||||||
| 0 | 320406 | 0 | 43346 | 0 | 45794 | 0 | 160331 | 0 | 26102 | 0 | 595979 | 0 | 86368 |
| Brian Patty MD | |||||||||||||
| 286967 | 0 | 119002 | 0 | 223692 | 0 | 202222 | 0 | 20207 | 0 | 852090 | 0 | 327273 | 0 |
| John Piatkowski MD | |||||||||||||
| 0 | 150152 | 0 | 70202 | 0 | 6822 | 0 | 9106 | 0 | 10789 | 0 | 247071 | 0 | 70202 |
| Mary F Pynn | |||||||||||||
| 233325 | 0 | 52922 | 0 | 30186 | 0 | 125134 | 0 | 16087 | 0 | 457654 | 0 | 80020 | 0 |
| Julie A Schmidt | |||||||||||||
| 287335 | 0 | 74435 | 0 | 49296 | 0 | 153933 | 0 | 14389 | 0 | 579388 | 0 | 113175 | 0 |
| Thomas A Schmitt | |||||||||||||
| 0 | 245531 | 0 | 41588 | 0 | 5367 | 0 | 131570 | 0 | 17041 | 0 | 441097 | 0 | 41588 |
| Mindy A Smith | |||||||||||||
| 0 | 274025 | 0 | 61656 | 0 | 36221 | 0 | 128439 | 0 | 20476 | 0 | 520817 | 0 | 96323 |
| Leslie R Stern | |||||||||||||
| 0 | 194530 | 0 | 53366 | 0 | 3232 | 0 | 73138 | 0 | 17140 | 0 | 341406 | 0 | 53366 |
| Craig A Svendson MD | |||||||||||||
| 280625 | 0 | 77130 | 0 | 3297 | 0 | 161656 | 0 | 23045 | 0 | 545753 | 0 | 77130 | 0 |
| Rahul Koranne MD | |||||||||||||
| 271699 | 0 | 43080 | 0 | 2947 | 0 | 58372 | 0 | 11918 | 0 | 388016 | 0 | 43080 | 0 |
| Linda L Walling MD | |||||||||||||
| 205014 | 0 | 15315 | 0 | 7236 | 0 | 42659 | 0 | 8451 | 0 | 278675 | 0 | 0 | 0 |
| Karen E MacDonald | |||||||||||||
| 160455 | 0 | 27778 | 0 | 0 | 0 | 74393 | 0 | 17216 | 0 | 279842 | 0 | 27778 | 0 |
| Paul R Keenan | |||||||||||||
| 152952 | 0 | 30334 | 0 | 0 | 0 | 29993 | 0 | 2249 | 0 | 215528 | 0 | 0 | 0 |
| Allen Wesley MD | |||||||||||||
| 196747 | 0 | 0 | 0 | 0 | 0 | 24108 | 0 | 19045 | 0 | 239900 | 0 | 0 | 0 |
| Joan A Grzywinski | |||||||||||||
| 19000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19000 | 0 | 0 | 0 |
| Robert D Gill | |||||||||||||
| 144759 | 0 | 73834 | 0 | 140143 | 0 | 130150 | 0 | 11583 | 0 | 500469 | 0 | 195921 | 0 |
| Ann M Schrader | |||||||||||||
| 414768 | 0 | 30996 | 0 | 116286 | 0 | 252216 | 0 | 7332 | 0 | 821598 | 0 | 104263 | 0 |
| Virginia Sullivan | |||||||||||||
| 139872 | 0 | 0 | 0 | 89036 | 0 | 14286 | 0 | 15906 | 0 | 259100 | 0 | 25543 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Rev. Scott Hinrichs, Vice President of Spiritual Care & Mission for HealthEast Care System received a housing allowance. This was treated as nontaxable compensation to Rev. Scott Hinrichs. Housing allowances are nontaxable compensation to ordained members of the clergy. Kathryn Correia, President and CEO of HealthEast Care System, received a housing allowance as well as spousal/family travel benefits in 2012. These amounts have been treated as a taxable benefit and included in her wages. Ms. Corriea's employment did not begin until January 2012, she did not receive a W-2 in calendar year 2011 and, accordingly, no wages or benefits are reported on this From 990. These amounts will be reported on the succeeding year's Form 990. | |
| Part I, Lines 4a-b | The following individuals received severance payments during the year from this organization or a related organization : Roger E. Green $38,300; Mindy A. Smith $52,664, Leslie R. Stern $37,920 The terms and conditions of the severance payments are a signed release of rights and an agreement to not make any disparaging remarks about the organization from each individual. Eligible executives receive severance payments for one year. The following individuals participated in or received payment from a supplemental nonqualified retirement plan. The amount listed is the amount paid to the individual and reported accordingly on their 2011 W-2 Form. The terms and conditions of this supplemental nonqualified retirement plan is a five year cliff vesting arrangement: Anne M. Pearson M.D. $7,254; Timothy H. Hanson $105,210; Robert D. Gill $122,087; Roger E. Green $29,157; Rev. Scott Hinrichs $23,956; Stephen J. Kolar M.D. $47,550; Scott North $43,022; Brian Patty, M.D. $208,271; Mary F. Pynn $27,098; Julie A. Schmidt $38,740; Ann M. Schrader $73,267; Mindy A. Smith $34,667; Virginia Sullivan $25,543, Linda Walling M.D. $5,818. The following individuals were participants in the supplemental nonqualified retirement plan but did not receive any payment as they are not yet vested in the plan: Mary Arnold, Catherine J. Barr, Sara Criger, John Kvasnicka M.D., Michael F. Nass, John Piatkowski M.D., Thomas A. Schmitt, Leslie R. Stern, Craig A. Svendson M.D., Rahul Koranne M.D. | |
| Part I, Line 7 | HEALTHEAST MANAGEMENT INCENTIVE PROGRAM DESCRIPTION: For Patient Care Executives, Operation Executives and Senior Directors For Clinic Managers, Directors and System/Group Directors Summary Description and Goals: The Management Incentive Program provides lump sum financial awards based on system-wide, business unit and/or department financial and quality measures. The primary goal of the Program is to focus the manager on meeting key objectives related to the business while managing their operation(s) or function(s) effectively and efficiently to improve overall financial performance for the HealthEast organization. Annual goals, specifically tied to productivity and quality indicators, will be set for the fiscal year and an incentive paid out annually if key goals and measures are achieved. Goals are weighted based on strategic importance. Specific objectives of the Program are as follows: * Strengthen performance of HealthEast * Align goals of management with HealthEast's mission, values and strategic direction * Achieve "line of sight" by combining system-wide, business unit and/or department financial and quality performance objectives * Provide competitive levels of incentive opportunity to help attract and retain the best talent * Promote objectivity and fairness through rigorous goal setting and performance measurement * Provide feedback on performance relative to goals throughout the plan year to strengthen the link between individual performance and HealthEast's system-wide results Qualifications for Funding and Paying Awards: Before HealthEast can authorize payment of any awards, it must meet the following qualifications: * Financial - HealthEast must have sufficient net income for the fiscal year to cover the cost of any awards. * Accreditation - All HealthEast business units must maintain a level of quality and performance that results in, and maintains, accreditation by Joint Commission (JCAHO) and equivalent licensing boards * Approval -The HealthEast Board of Directors has final approval of all incentive program payouts. In addition, each participant must meet the following individual qualifications to be eligible to receive an award: * Performance - Participant must be performing at an acceptable level in order to be eligible for a payout. * Performance Management - Each participant must have completed performance appraisals for all direct reports with review dates on, or before, August 31 of the fiscal year for which the Program is in effect. * Mandatory Education - Each participant must have completed his/her annual calendar year Mandatory Education training. Award Determination Procedures: The awards are based on a percentage of the participant's salary. The Annual awards range from 0% to 24% of the participant's salary for Patient Care Executives, Operation Executives and Senior Directors. The Annual awards range from 0% to 12% of the participant's salary for Clinic Managers, Directors and System/Group Directors. The award is calculated according to the incentive opportunity assigned to each position, the level of performance achieved on each goal and the weight assigned to each goal. | |
| Part III | Form 990, Part VII, Section A, Line 5: Milton P. McClurkan, Jr. received compensation for the professional services rendered to this organization from Innovative Consulting Group, an unrelated organization. | Supplemental Information |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| Housing and Redevelopment Authority of the City of St Paul Minnesota | |||||||
| 416005521 | 792888JS9 | 2005-08-31 | 205009305 | See Schedule O | 0 | 0 | 0 |
| Housing and Redevelopment Authority of the City of St Paul Minnesota | |||||||
| 416005521 | 2012-03-15 | 10905000 | Refunding 1997 Bond Series | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 213330034 | 19402171 | 16276065 | 90289448 | 3450083 | 83912269 | 2009 | 1 | 0 | 1 | 1 | |
| 14875427 | 14655217 | 218100 | 1985 | 1 | 0 | 1 | 1 | 2110 |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.02030 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.02030 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation for number reported in Box 3 of Form 1096: | Form 990, Part V, Line 1a | Cash disbursements are centralized through the this organization. As the parent organization, HealthEast Care System makes the payments and files the related Form 1099's and Form 1096 on behalf of all HealthEast Care System related organizations. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is sent electronically to all members of the Board of Directors prior to the filing of the Form 990 and prior to the Finance Committee and Board of Directors meetings in which it will be reviewed. The Director of Tax, if necessary, will attend the Finance Committee meeting and/or the Board of Directors meeting to discuss the Form 990 with the members of the Board and answer any questions from the Board. | |
| Form 990, Part VI, Section B, line 12c | HealthEast Care System monitors proposed or ongoing transactions for conflicts of interest through the procedures set forth in its Conflicts of Interest Policy (the Policy). The Policy covers HealthEast Care System's Directors, Officers and members of a Committee with Board-delegated powers. A Director, Officer or member of a Committee with Board-delegated powers who has a direct or indirect financial interest, is an interested person under the terms of the Policy. If a person is an interested person with respect to any entity in the HealthEast Care System he or she is an interested person with respect to all entities in the HealthEast Care System. Pursuant to the terms of the Policy, in connection with any actual or possible conflicts of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts relating to his or her financial interest to the Directors or members of Committees with Board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person must leave the Board (or Committee) meeting while the financial interest is discussed and voted upon. The remaining Board (or Committee) members shall decide if a conflict of interest exists. An interested person may make a presentation at the Board or Committee meeting regarding the proposed transaction or arrangement, but after such presentation, the interested person shall leave the meeting during the discussion of, and the vote on, the proposed transaction or arrangement that results in the conflict of interest. | |
| Form 990, Part VI, Section B, line 15 | The Chair of the Board of Directors engages an external consulting firm to review the compensation of the organization's CEO, Senior Vice Presidents and Vice Presidents annually and was last completed in November 2011. The process includes the external consulting firm evaluating current base salaries and total cash and benefits compared to comparable positions within the comparator group. The external firm presents its findings to the Executive Committee of the Board and indicates any recommendations for change. The Executive Committee of the Board approves the salaries. The consulting firm issues a reasonable compensation letter to the Board of Directors. | |
| Form 990, Part VI, Section C, line 19 | The Articles of Incorporation for this organization are available to the public through the Secretary of State Office. The organization's conflict of interest policy and other governing documents are not made available to the public. The financial statements for this organization are made available to the public through the Attorney General's Office and are also attached to this Form 990. | |
| Average hours worked per week devoted to related organizations: | Form 990, Part VII, Section A, Column B | Individuals listed on Form 990, Part VII, Section A, Column A worked the following average hours per week for a related organization: Larry Ainsworth 0 hours, Diane Berthel 0 hours, Julie Causey 0 hours, Patrick Donovan 0 hours, Albert Eggert 0 hours, John Finnegan, Jr. Ph.D. 0 hours, Joan Grzywinski 0 hours, Fred Harris Jr. 0 hours, Roland Hayes 0 hours, Louis Henry Jr. 0 hours, Anne Pearson M.D. 40 hours, Leonard Randolph M.D. 0 hours, Sister Marie Seiter 0 hours, David Taylor 0 hours, Jone Tiffany 0 hours, Laure Waschbusch M.D. 0 hours, James Wiltz 0 hours, Timothy Hanson 0 hours, Kathryn Correia 0 hours, Mary Arnold 0 hours, Catherine Barr 0 hours, Sara Criger 40 hours, Brandon Cullinan, M.D. 40 hours, Shirley Germann 0 hours, Robert Gill 0 hours, Roger Green 0 hours, Scott Hinrichs 0 hours, Stephen Kolar 0 hours, Milton McClurkan Jr. 0 hours, Michael Nass 0 hours, Scott North 40 hours, Brian Patty M.D. 0 hours, John Piatkowski M.D. 40 hours, Mary Pynn 0 hours, Julie Schmidt 0 hours, Thomas Schmitt 40 hours, Ann Schrader 0 hours, Mindy Smith 40 hours, Leslie Stern 40 hours, Virginia Sullivan 0 hours, Craig Svendson M.D. 0 hours, Rahul Koranne M.D. 0 hours, Linda Walling M.D. 0 hours, Karen MacDonald 0 hours, Paul R. Keenan 0 hours, Allen Wesley 0 hours |
| Average hours worked per week: | Form 990, Part VII, Section A, Column B | HealthEast Care System is the parent organization for a large healthcare system, including several 501(c)(3), tax-exempt, non-profit organizations. The Board of Directors for this organization is the same as the Board of Directors for all HealthEast Care System subsidiaries. All hours worked as a member of the Board of Directors are reported on this Form 990. Therefore, we report 0.00 hours worked by each member of the Board of Directors on all HealthEast Care System subsidiaries. |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 5: | Net unrealized gains on investments: 16,525,218. Change in Temrorarily Restricted Funds 193,682. Donated Assets 211,040. Contributions from related organizations 13,276,938. Pension Liability adjustment -6,919,002. Subpart F Income -690,037. Total to Form 990, Part XI, Line 5: 22,597,839. |
| Were financial statements audited by independent accountant: | Form 990, Part XII, Line 2 | This organization's financial statements were audited by an independent auditor as part of a consolidated financial statement only. |
| Description of Bond Purpose: | Schedule K, Part I, Line A(f): | Acquiring, constructing, renovating, remodeling and equipping health care facilities, including HealthEast St. Joseph's Hospital. Currently refund the following issues: Series 1993A Bonds - 4/13/1993 Series 1993B Bonds - 4/13/1993 Series 1994 Bonds - 8/19/1994 Series 1996 Bonds - 11/7/1996 |
| Continuation of Community Information: | Schedule H, Part VI, Line 4 | While these findings suggest HealthEast may not be serving as many patients of color as expected, there are a number of limitations to consider when comparing HealthEast hospital visit data to general county-level demographic information and interpreting this information. First, the data analyzed by HealthEast describes the number of patient visits, not unique patients. Individuals readmitted during the year will be reflected multiple times in the analysis. Second, because HealthEast is one of multiple hospital systems serving residents of the east metro, is it not possible to know whether patients not receiving services by HealthEast are having their health care needs met elsewhere. Finally, hospital care is a deep-end service, necessary to treat serious acute and chronic medical conditions; it may be that a more culturally diverse patient population is served by the HealthEast clinic system and other health care services. Patient demographic characteristics, by patient visit (2010) Bethesda St. John's St. Joseph's Woodwinds Hospital Hospital Hospital Hospital Gender Male 51% 36% 49% 35% Female 49% 64% 51% 65% Race/ethnicity American Indian <1% <1% 1% <1% Asian American 2% 7% 3% 3% African American 4% 5% 13% 6% White 86% 83% 72% 85% Hispanic/Latino 1% 2% 3% 2% Age 0-19 3% 6% 5% 11% 20-29 4% 10% 14% 15% 30-44 12% 16% 21% 23% 45-64 36% 37% 34% 29% 65+ 45% 32% 27% 22% Source: HealthEast Community Health Needs Assessment Talking Points and Secondary Data Analysis Report (2011). HealthEast is serving a growing number of recent immigrant and refugee patients. Overall, the number of Hmong patient visits has increased from 7,719 visits in 2000 to 8,646 visits in 2010. While the number of Hmong patient visits increased by over 50 percent at St. John's Hospital, there were reductions in the number of Hmong patient visits at St. Joseph's Hospital (a 37% reduction over time). During the past three years, there has been a more dramatic increase in the number of patient visits among Somali residents (from a total of 182 visits in 2008 to 1,014 visits in 2011). In addition, HealthEast is beginning to provide a growing amount of services to Karen patients. In 2011, there were 1,737 Karen patient visits in HealthEast's short-term care hospitals, with most visits (71%) at St. John's Hospital. Trends in patient visits over time, selected racial/ethnic groups (2010) Bethesda St. John's St. Joseph's Woodwinds Hospital Hospital Hospital Hospital Hmong 2000 166 4,198 2,224 591 2010 183 6,391 1,407 665 % change +10% +52% -37% +13% Somali 2008 4 54 26 98 2011 15 225 176 598 % change +300% +317% +577% +510% Source: HealthEast Community Health Needs Assessment Talking Points and Secondary Data Analysis Report (2011). Although HealthEast serves a predominantly English-speaking population, the hospital system provides care to patients who speak a variety of different languages. At each hospital, the vast majority of patient visits (94-97%) were with patients who spoke English as their primary language. However, HealthEast does need to address the needs of patients who speak a variety of languages. The interpretation and translation services to provide culturally-appropriate care to HealthEast patients is better understood by describing the number of patient visits with patients who spoke languages other than English. During 2010, nearly 5,000 patient visits were held with patients who primarily spoke Hmong, while over 1,000 patient visits were with patients who spoke Karen or Spanish. Overall, patients spoke a total of 11 different languages. While some patients may have family members who can serve as informal interpreters, many likely need medical interpreters and translated materials. Primary language spoken, by patient visits (2010) Bethesda St. John's St. Joseph's Woodwinds Hospital Hospital Hospital Hospital English 97% 94% 95% 95% Hmong 2% 3% 1% <1% Spanish 1% <1% 1% 1% Karen <1% 1% 1% <1% Somali <1% <1% <1% 1% Source: HealthEast Community Health Needs Assessment Talking Points and Secondary Data Analysis Report (2011). Number of patient visits, by patient primary language (2010) St. John's St. Joseph's Woodwinds Total non-English Hospital Hospital Hospital speaking patient visits Hmong 3,983 704 96 4,735 Karen 976 432 27 1,435 Spanish 609 387 99 1,095 Somali 118 85 492 645 Russian 72 38 11 121 Amharic 24 93 2 119 Burmese 74 35 0 109 Sign language 60 15 15 90 Chinese 50 13 7 70 Arabic 43 17 9 69 Tagalog 53 9 1 64 Source: HealthEast Community Health Needs Assessment Talking Points and Secondary Data Analysis Report (2011). Demographic trends to consider: Overall, population growth is expected to decline in Ramsey County while increasing in the region overall. According to projections from the Minnesota State Demographic Center, total growth between 2005 and 2035 is expected to be the highest in Washington County (38%); growth is also expected in Dakota County (27%) while ongoing decline is projected in Ramsey County (-4%). The senior population will continue to increase dramatically over the next 30 years. In 2010, 11 percent of Twin Cities residents were senior citizens (age 65 or older). The Metropolitan Council (2012) expects seniors will comprise 21 percent of the population by 2040. The region will continue to become increasingly culturally diverse. This is the result of ongoing migration and higher birth rates among Hispanic, African American, and Asian populations. Between 2010 and 2040, the number of residents of color in the Twin Cities region is expected to double while the White, non-Hispanic population will decrease 2 percent. Population growth is expected to be greatest within the Hispanic/Latino population, but African American and Asian populations are expected to more than double, as well. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| D & T Facility Management Company | ||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411928275 | Management of Diagnostic Medical Services | MN | 501(c)(3) | 11a | HealthEast Woodwinds Hospital | 1 |
| HealthEast Medical Research Institute | ||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411765832 | Medical Research | MN | 501(c)(3) | 4 | HealthEast Care System | 1 |
| HealthEast Professional Services | ||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 261226617 | Physician services provided to related tax-exempt hospitals. | MN | 501(c)(3) | 9 | HealthEast Care System | 1 |
| HealthEast St John's Hospital | ||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411456897 | Hospital | MN | 501(c)(3) | 3 | HealthEast Care System | 1 |
| HealthEast St Joseph's Hospital | ||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 410693880 | Hospital | MN | 501(c)(3) | 3 | HealthEast Care System | 1 |
| HealthEast Woodwinds Hospital | ||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411592761 | Hospital | MN | 501(c)(3) | 3 | HealthEast Care System | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| Maplewood Professional Building Limited Partnership | |||||||
| 1655 Beam Avenue | Maplewood | MN | 55109 | 411431847 | Rental Real Estate | MN | N/A |
| HealthEast Surgery Center-Maplewood LLC | |||||||
| 1655 Beam Avenue | Maplewood | MN | 55109 | 203349887 | Outpatient Surgery Center | MN | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| East Metro Insurance LTD | ||||||||||||||||
| 62 Forum Lane 3rd Floor Camana Ba | Grand Cayman | CJ | KY1-1203 | 980417513 | Captive Insurance Organization | CJ | HealthEast Care System | C | 776524 | 18634600 | 1.00000 | |||||
| HealthEast Diversified Services Inc | ||||||||||||||||
| 411388583 | Reference Lab & Rental Real Estate | HealthEast Care System | C | 1539871 | 13922483 | 1.00000 | PO Box 64624 | St Paul | MN | 55164 | MN | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (25 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HealthEast St Joseph's Hospital | ||
| B | 5842897 | Cost |
| HealthEast Medical Research Institute | ||
| B | 29019123 | Cost |
| D & T Facility Management Company | ||
| C | 168630 | Cost |
| HealthEast Woodwinds Hospital | ||
| C | 14108757 | Cost |
| HealthEast St John's Hospital | ||
| C | 33286862 | Cost |
| HealthEast Diversified Services Inc | ||
| C | 549710 | Cost |
| HealthEast Woodwinds Hospital | ||
| H | 80761 | Cost Less Accum. Depreciation |
| HealthEast St John's Hospital | ||
| H | 588525 | Cost Less Accum. Depreciation |
| HealthEast St Joseph's Hospital | ||
| H | 357147 | Cost Less Accum. Depreciation |
| HealthEast St John's Hospital | ||
| J | 4426407 | Fair Market Value |
| HealthEast Diversified Services Inc | ||
| J | 891861 | Fair Market Value |
| HealthEast EMS Campus LLC | ||
| J | 535000 | Fair Market Value |
| HealthEast Woodwinds Hospital | ||
| K | 14220662 | Cost |
| D & T Facility Management Company | ||
| K | 9901448 | Cost |
| HealthEast St Joseph's Hospital | ||
| K | 30980180 | Cost |
| HealthEast St John's Hospital | ||
| K | 29542297 | Cost |
| HealthEast Medical Research Institute | ||
| K | 14596814 | Cost |
| HealthEast Surgery Center-Maplewood | ||
| K | 240965 | Cost |
| HealthEast Diversified Services Inc | ||
| K | 1166716 | Cost |
| East Metro Insurance LTD | ||
| L | 694163 | Cost |
| HealthEast Diversified Services Inc | ||
| L | 140162 | Cost |
| HealthEast St Joseph's Hospital | ||
| O | 838942 | Cost |
| HealthEast St John's Hospital | ||
| O | 53730 | Cost |
| HealthEast Medical Research Institute | ||
| O | 2155144 | Cost |
| HealthEast Diversified Services Inc | ||
| O | 104891 | Cost |
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