ESSENTIA HEALTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ESSENTIA HEALTH FOUNDATION (EIN 27-1984704)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-30
- IRS object ID
- 201311209349300741
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-30T12:46:33-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271984704 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JULIE THEDENS | InCareOfName |
| Name Control | ESSE | NameControl |
| Phone | 2187861619 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2nd Street | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE YORDE | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-04-29 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE YORDE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 3RD STREET | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5957305 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.essentiahealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | We are called to make a healthy difference in people's lives. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 162 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 302386 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5474063 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 414701 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1251 | OtherRevenuePriorYear |
| Other Revenue Current Year | -60741 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 301135 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5828023 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28133 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1715505 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 129564 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1277519 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1070246 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21547 | OtherExpensePriorYear |
| Other Expenses Current Year | 821533 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 179244 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3814557 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 121891 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2013466 | RevenuesLessExpensesCY |
| Total Assets BOY | 250000 | TotalAssetsBOY |
| Total Assets EOY | 22589801 | TotalAssetsEOY |
| Total Liabilities BOY | 128109 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 259878 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 121891 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22329923 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1772722 | Expense |
| Grants | 1715505 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
| Total Program Service Expense | 1772722 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JULIE THEDENS | NamePerson |
| Telephone Number | 2187863494 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST 2ND STREET | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Richard Blair | ||||||||
| Board Chair | 0.0 | X | X | 0 | 40000 | 0 | ||
| John Hyduke | ||||||||
| Board Director | 0.0 | X | 0 | 0 | 0 | |||
| Peter Person MD | ||||||||
| Board Director | 60.0 | X | 0 | 1439889 | 751215 | |||
| Steve Yorde | ||||||||
| Chief Development Officer | 60.0 | X | 0 | 210840 | 53952 | |||
| Daniel Fuchs | ||||||||
| Director of East Region Fdn | 50.0 | 0 | 113601 | 13780 | X | |||
| Gregory Glasner MD | ||||||||
| President | 60.0 | 0 | 612656 | 96602 | X | |||
| Kyle Dorow | ||||||||
| Chief Financial Offier | 60.0 | 0 | 222509 | 58495 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2639495 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 974044 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 20350 | FundraisingEvents |
| Related Organizations | 2291105 | RelatedOrganizations |
| All Other Contributions | 3162608 | AllOtherContributions |
| Noncash Contributions | 51932 | NoncashContributions |
| Total Contributions | 5474063 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 344767 | TotalRevenueColumn |
| Exclusion | $344,767 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69934 | Securities |
| Other | 6500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6500 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69934 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69934 | TotalRevenueColumn |
| Exclusion | $69,934 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 56228 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 20350 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 118432 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -62204 | TotalRevenueColumn |
| Exclusion | -$62,204 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 4919 | GrossIncomeGaming |
| Gaming Direct Expenses | 4350 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 569 | TotalRevenueColumn |
| Exclusion | $569 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL INCREASE IN BENEFICIARY LIFE INS POLICY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 894 | TotalRevenueColumn |
| Exclusion | $894 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 894 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5828023 | TotalRevenueColumn |
| Exclusion | $353,960 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1459467 | Total |
| Program Services | 1459467 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256038 | Total |
| Program Services | 256038 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386159 | Total |
| Management And General | 283029 | ManagementAndGeneral |
| Fundraising | 103130 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739801 | Total |
| Management And General | 202621 | ManagementAndGeneral |
| Fundraising | 537180 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6074 | Total |
| Management And General | 1215 | ManagementAndGeneral |
| Fundraising | 4859 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129679 | Total |
| Management And General | 31366 | ManagementAndGeneral |
| Fundraising | 98313 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15806 | Total |
| Management And General | 3161 | ManagementAndGeneral |
| Fundraising | 12645 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120 | Total |
| Management And General | 120 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500 | Total |
| Management And General | 1500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142156 | Total |
| Management And General | 142156 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407711 | Total |
| Program Services | 3877 | ProgramServices |
| Management And General | 195288 | ManagementAndGeneral |
| Fundraising | 208546 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63814 | Total |
| Management And General | 7615 | ManagementAndGeneral |
| Fundraising | 56199 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77107 | Total |
| Program Services | 9165 | ProgramServices |
| Management And General | 18735 | ManagementAndGeneral |
| Fundraising | 49207 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13031 | Total |
| Management And General | 13031 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42461 | Total |
| Program Services | 1637 | ProgramServices |
| Management And General | 40824 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39182 | Total |
| Program Services | 8399 | ProgramServices |
| Management And General | 30783 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Management And General | 100 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| GIFT ANNUITY INSTALLMENTS | 34139 | 34139 | ||
| PEACE GARDEN BRICKS | 167 | 167 | ||
| TUITION REIMBURSEMENT | 45 | 45 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3814557 | Total |
| Program Services | 1772722 | ProgramServices |
| Management And General | 971589 | ManagementAndGeneral |
| Fundraising | 1070246 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1163578 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1006901 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1514442 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 498925 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 18354547 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 51408 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 22589801 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 74068 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128109 | BOY |
| EOY | 185810 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128109 | BOY |
| EOY | 259878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121891 | BOY |
| EOY | 6871054 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 15234715 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 224154 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121891 | BOY |
| EOY | 22329923 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 22589801 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2013466 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 20194566 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 302386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5474063 | CurrentTaxYear |
| Total | 5776449 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 302386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5474063 | CurrentTaxYear |
| Total | 5776449 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 127417 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5649032 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 414701 | CurrentTaxYear |
| Total | 414701 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | -1251 | CurrentTaxYearMinus1Year |
| Current Tax Year | -60741 | CurrentTaxYear |
| Total | -61992 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6129158 | TotalSupport |
| First5 Years170 | X | First5Years170 |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 17276950 | Contributions |
| Investment Earnings Or Losses | -381 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1403069 | GrantsOrScholarships |
| Other Expenditures | 414631 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 15458869 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01450 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.98550 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| POOLED INVESTMENT FUND | 17401620 | F |
| ALTERNATIVE INVESTMENTS | 952927 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 18354547 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLES TO RELATED TAX-EXEMPT ORGS | Description |
| Amount | $185,810 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 185810 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule D, Part V, Line 4 | Uses of Organization's Endowment Funds: Essentia Health Foundation's intended uses of its endowment funds are to further the mission of Essentia Health and to support: Pilot studies from which the collected data may be used to pursue larger grants, program development start-up funds, and specialized healthcare need for activities that have primary impact in areas serviced by Essentia Health Hospitals and clinics. |
| Schedule D, Part X | ASC 740 footnote: Essentia Health has adopted Accounting Standards Codification 740, Income Taxes (formerly known as FASB Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Tax - an interpretation of FASB Statement No. 109, Accounting for Income Taxes). The adoption of this interpretation had no material impact on the consolidated financial statements and therefore, Essentia Health's consolidated financial statements for fiscal year ended June 30, 2012 no longer includes an ASC 740 footnote. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 959508 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 959508 | SubtotalAmountSpent |
| Total Amount Spent | 959508 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner/Auction | NameOfEvent1 |
| Gross Receipts Event1 | 30950 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6101 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24849 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 11379 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 600 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6449 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1125 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Dinner/Auction | NameOfEvent2 |
| Gross Receipts Event2 | 16290 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4941 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 11349 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 1421 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 9138 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6039 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 61 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 17269 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 3889 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 13380 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 11429 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 100 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3979 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 225 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 3390 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 64509 | GrossReceiptsTotal |
| Charitable Contributions Total | 14931 | CharitableContributionsTotal |
| Gross Revenue Total Events | 49578 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1421 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 31946 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 700 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16467 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2225 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 4576 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 57335 | DirectExpenseSummaryEvents |
| Net Income Summary | -7757 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| St Mary's Medical Center | |||||||
| 407 E 3rd Street | Duluth | MN | 55805 | 410695604 | 501(c)(3) | 353642 | Program Support |
| The Duluth Clinic LTD | |||||||
| 400 E 3rd Street | Duluth | MN | 55805 | 410883623 | 501(c)3 | 29137 | Program Support |
| St Mary's Hospital of Superior | |||||||
| 3500 Tower Avenue | Superior | WI | 54880 | 411811073 | 501(c)3 | 70325 | Program Support |
| Essentia Institute of Rural Health | |||||||
| 502 E 2nd Street | Duluth | MN | 55805 | 271291124 | 501(c)3 | 256603 | Program Support |
| Polinsky Medical Rehabiliation Center | |||||||
| 530 E 2nd St | Duluth | MN | 55805 | 410691275 | 501(c)3 | 48392 | Program Support |
| March of Dimes Foundation | |||||||
| 1275 Mamaroneck Ave | White Plains | NY | 10605 | 131846366 | 501(c)3 | 7000 | Program Support |
| St Joseph's Medical Center | |||||||
| 523 N 3rd St | Brainerd | MN | 56401 | 410695602 | 501(c)3 | 515542 | Program Support |
| City of Breezy Point-Police Dept | |||||||
| 8319 County Rd 11 | Breezy Point | MN | 56472 | 416031790 | Police Dept | 5500 | Program Support |
| Innovis Health LLC | |||||||
| 3000 32nd Ave | Fargo | ND | 58103 | 261175213 | 501(c)3 | 7400 | Program Support |
| St Mary's Regional Health Center | |||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411620386 | 501(c)3 | 93356 | Program Support |
| St Mary's Hospital & Clinics Inc | |||||||
| PO Box 137 | Cottonwood | ID | 83522 | 820226453 | 501(c)3 | 12500 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Assist Essentia Health Patients in Financial Need | 165 | 36095 | |||
| Assist Essentia Health Employees in Financial Need | 142 | 135894 | |||
| Water Safety Supplies to Community Children | 1300 | 32040 | |||
| Programs to prevent childhood obesity | 300 | 3133 | FMV | fitness programs | |
| Financial Assistance to patients in treatment | 628 | 20410 | 15102 | FMV | gift cards/supplies |
| Ostomy supplies to patients in need | 20 | 10616 | FMV | Ostomy supplies | |
| Utility Assistance to patients relatives | 1 | 200 | |||
| Scholarships | 5 | 2500 | |||
| Volunteer Assistance | 1 | 48 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | Essentia Health Foundation's management reviews the grant activity by reviewing and documenting each expenditure request and approving the expense. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Glasner MD | |||||||||||||
| 0 | 544870 | 0 | 64264 | 0 | 3522 | 0 | 71162 | 0 | 25440 | 0 | 709258 | 0 | 0 |
| Kyle Dorow | |||||||||||||
| 0 | 179567 | 0 | 29399 | 0 | 13543 | 0 | 40485 | 0 | 18010 | 0 | 281004 | 0 | 0 |
| Peter Person MD | |||||||||||||
| 0 | 898669 | 0 | 305760 | 0 | 235460 | 0 | 714204 | 0 | 37011 | 0 | 2191104 | 0 | 231933 |
| Steve Yorde | |||||||||||||
| 0 | 175830 | 0 | 33901 | 0 | 1109 | 0 | 26959 | 0 | 26993 | 0 | 264792 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J, Part I, Line 3 | Establishing CDO's compensation: Essentia Health Foundation relied on Essentia Health East's, related organization of Essentia Health Foundation, methods for establishing Essentia Health Foundation's Chief Development Officer's compensation: a compensation committee, compensation survey or study, and approval by the board or compensation committee. Schedule J, Part I, Line 4a All individuals listed as former in Form 990, Part VII, Section A, Line 1a remain employed within Essentia Health and its subsidiaries and are not receiving a termination payment. |
| Schedule J, Part I, Line 4b | Supplemental nonqualified retirement plan: Amounts related to participating in a supplemental nonqualified retirement plan are reported in Schedule J, Part II, Column C, and amounts related to receiving payment from a supplemental nonqualified retirement plan are reported in Schedule J, Part II, Column B (iii). The following individuals listed in Form 990, Part VII, Section A, Line 1a received payment from a supplemental nonqualified retirement plan during the year: Peter Person, MD (Essentia Health East) $231,933 Steve Yorde (Essentia Health East) $0 Gregory Glasner, MD (Essentia Health West) $0 Kyle Dorow (Essentia Health West) $0 Essentia Health East's nonqualified retirement plan is offered to designated Essentia Health East's executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Essentia Health East's general assets. Essentia Health West's nonqualified retirement plan is offered to designated Essentia Health West's executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Essentia Health West's general assets. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2552 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2440 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7611 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Auction items | Description |
| Number Of Contributions | 124 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32429 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Column B | Identifier |
| Explanation | Number of contributions: Essentia Health Foundation is reporting the number of contributions. Form 990, Column D Method: Cost or selling price of donated property. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Fomr 990, Part III, Line 4 | Program service accomplishments: On July 1, 2011, the ECHC Foundation and SMDC Foundation merged into the Essentia Health Foundation. Essentia Health Foundation is organized and shall be operated exclusively for charitable, educational, scientific and religious purposes exclusively for the benefit of, to perform the functions of, or to carry out the purposes of certain Essentia Health Supported Organizations, and of the tax-exempt entities identified as supported organizations in their respective articles of incorporation. Essentia Health Foundation facilitates charitable fundraising for and on behalf of certain Essentia Health Supported Organizations. Fundraising is conducted for a wide range of charitable needs of each supported organization including patient care initiatives, capital improvements, equipment and supplies, community education and outreach, research, and employee assistance. The organizations Essentia Health Foundation supports provide health care services to the general public as Supported Organizations of Essentia Health. Essentia Health supports regional leaders in the development and advancement of business, clinical and financial models for the delivery of high-quality and cost-effective health care. The regional leaders provide integrated health care delivery through their physician group practices, ambulatory and outpatient centers, acute care hospitals and community, rural and critical access hospitals. The organizations Essentia Health supports (the "Supported Organizations") include 16 hospitals and more than 60 clinics in Minnesota, Wisconsin, North Dakota, and Idaho with several located in rural areas that have limited access to other healthcare options. These hospitals and clinics employ over 10,200 full time equivalents. The hospitals have a total of 1,098 licensed beds which provided over 177,000 hospital patient days and over 502,000 outpatient visits during the fiscal year ended June 30, 2012. The clinics had over 1.7 million encounters during the same time period. During the fiscal year ended June 30, 2012, Essentia Health's Supported Organizations provided total community benefits of over $94.7 million which included costs of providing charity care, costs in excess of Medicaid payments, Medicaid surcharge, MinnesotaCare tax, community services, subsidized health services, education, research, and cash and in-kind donations. Form 990, Part V, Line 7d Form 8282: Essentia Health Foundation has subsequently filed Form 8282. Form 990, Part VI, Section A, Line 4 Form 990 Significant Changes: Effective July 1, 2011, the Articles and Bylaws of Essentia Health Foundation were amended. The amendments revised the Associate Foundations supported by Essentia Health Foundation. Essentia Health also became the sole member of Essentia Health Foundation and has reserved powers over Essentia Health Foundation as described in Part VI, Line 7b. In addition, the amendments modified the number and composition of Essentia Health Foundation's governing body to include at least one Director from each of the three regions representing the Supporting Organizations, at least two but no more than ten at large voting Directors, and an officer of Essentia Health. |
| Form 990, Part VI, Line 6 | Members of Organization: Essentia Health is the sole member of Essentia Health Foundation and may elect one or more members of the governing body as described in Schedule O Part VI Line 7a. Essentia Health has reserved powers with respect to Essentia Health Foundation as described in Schedule O Part VI Line 7b. O Part VI Line 7a. Essentia Health has reserved powers with respect to Essentia Health Foundation as described in Schedule O Part VI Line 7b. |
| Form 990, Part VI, Line 7a | Member with right to elect governing body: According to its Bylaws, Essentia Health shall appoint and remove Essentia Health Foundation's governing body. |
| Form 990, Part VI, Line 7b | Members with right to approve governing body decision: Essentia Health Foundation is a subsidiary of Essentia Health, whose Board of Directors has reserved powers with respect to this corporation and its subsidiaries, and all of the other direct and indirect subsidiaries of Essentia Health (collectively, the "System"). Essentia Health's reserved powers are as follows: Strategic and Business Plans. Authority to create, and to approve, the System's strategic and business plans. Mission. Authority to create, and to approve, the mission, purpose and vision statements for all entities in the System by the affirmative vote of at least 67% of the Essentia Health board of directors. Debt. Approval of the incurrence of debt by, and the creation of all mortgages, liens, security interests, or other encumbrances on the assets of, all entities in the System in excess of the single or annual aggregate dollar limits prescribed in writing by the Essentia Health board of directors, and the authority to cause all entities in the System to participate in System borrowing. Governing Instruments. Authority to cause, and to approve, amendments of the articles of incorporation and bylaws of all entities in the System. Mergers and Acquisitions. Authority to cause, and to approve, all mergers, consolidations, and dissolutions of all entities in the System. Affiliations and Joint Ventures. Authority to cause, and to approve, all affiliations, joint ventures and other alliances with third parties of all entities in the System. Transfer of Assets Within the System. Authority to transfer assets, including cash, between and among entities within the System; provided, however, that Essentia Health shall not have authority to require any entity in the System to transfer assets (a) that would cause such entity to be in default of its covenants or obligations under any bond or other financing documents; (b) from the Catholic entities to the secular entities or from the secular entities to the Catholic entities in a manner or to an extent that would cause the Catholic entities to be in violation of the Ethical and Religious Directives for Catholic Health Care Services in the judgment of the local ordinary; or (c) such that money generated by services at secular facilities within the System by procedures that are contrary to the Ethical and Religious Directives for Catholic Health Care Services would be used at the Catholic entities or money generated by Catholic entities would be used in the providing of services contrary to the Ethical and Religious Directives for Catholic Health Care Services at secular facilities within the System. Transfer of Assets Outside the System. Authority to cause, and to approve, the sale, lease or other transfer of assets of all entities in the System to parties outside of the System when the asset's value exceeds the single or annual aggregate dollar limits prescribed in writing by the Essentia Health board of directors. Services. Authority to cause, and to approve, the addition of new services and service locations and the discontinuance of services and service locations within all entities in the System. Budgets. Approval of capital and operating budgets of all entities in the System. Professional Services. Selection of the general legal counsel and external auditors of all entities in the System. Acquisitions. Authority to cause, and to approve, all acquisitions by and formations of entities in the System. Marketing. Authority to implement System-wide marketing and promotional activities. Compliance Plans. Authority to create, and to approve, corporate compliance, safety and risk management plans for entities within the System. Quality Plan. Authority to create, and to approve, the System's quality plan. Non-Budgeted Purchases. Approval of non-budgeted capital purchases and leases in excess of the single or annual aggregate dollar limits prescribed in writing by Essentia Health for entities within the System. Human Resources. Authority to create human resource policies and procedures within the System. Reserved Powers. Authority to create additional Essentia Health reserved powers by the affirmative vote of at least 80% of the Essentia Health board of directors (excluding the Essentia Health CEO); provided, however, that any additional Essentia Health reserved powers shall not contravene or hinder the reserved powers of Benedictine Sisters Benevolent Association. Form 990, Part VI, Section A, Line 8b Committees: There are no committees with authority to act on behalf of the governing body. |
| Form 990, Part VI, Line 11a | Form 990 Review process: The 2011 Form 990 including all schedules was reviewed by Essentia Health Foundation's management and governing body on April 24th, 2013 prior to filing with the Internal Revenue Service. Each current director of the governing body received a final copy of the 2011 Form 990. Essentia Health Foundation's Finance Manager and Accountant led the review of the form and schedules and any questions were discussed. |
| Form 990, Part VI, Line 12c | Monitoring and enforcing Conflict of Interest policy: Interested persons annually disclose relationships which might lead to a conflict of interest by completing a conflict of interest disclosure form. Interested persons include any person in a position to exercise substantial influence over the organization. It includes but is not limited to any director, officer, management, employee, or committee member of Essentia Health or any of its affiliates. Essentia is responsible for the annual distribution of conflict of interest forms and review of disclosures for the governing bodies of Essentia and Essentia Operating Members and for senior management employees of Essentia. Transactions with parties with whom a conflict of interest exists may be undertaken only if all of the following are observed: the conflict of interest is fully disclosed; the interested person with the conflict of interest doesn't participate in the approval of such transactions; if practical or appropriate, a competitive bid or comparable valuation is obtained; and the board or committee of the board has determined that the transaction is in the best interest of the organization. Disclosure by any interested person other than a board or committee member should be made to the Chief Executive Officer (or if she/he is the one with the conflict, then to the board chair), who will bring the matter to the attention of the board or an appropriate committee of the board. Disclosure involving board or committee members should be made to the board chair (or if she/he is the one with the conflict, then to the board vice chair), who will bring these matters to the board or an appropriate committee of the board. The board or committee of the board will determine whether a conflict exists and if so, whether the contemplated transaction may be authorized as just, fair, and reasonable to Essentia or its affiliate(s). The decision of the board or a duly constituted committee of the board on these matters will be at its sole discretion, and its concern must be the welfare of Essentia and its affiliate(s) and the advancement of its purposes. The decision of the board is final. If the board determines a conflict does not exist, the interested person may proceed with the transaction; however, he/she will not be eligible to vote on related issues should they arise. If the board determines a conflict does exist, the interested person will be notified of the decision regarding whether the contemplated transaction will be authorized as just, fair, and reasonable. |
| Form 990, Part VI, Line 15 A | Process for determining compensation: The Executive Compensation Committee of Essentia Health's board of Directors is authorized to fulfill the board's responsibilities regarding executive compensation consistent with Essentia's mission, values, tax-exempt status and with the Executive Compensation Committee Charter. The Executive Compensation Committee meets at least twice annually to carry out its responsibilities, which include, but are not limited to, establishing, reviewing & modifying, as appropriate, reasonable compensation & benefits for Essentia's Chief Executive Officer and his direct reports. The Executive Compensation Committee engages qualified independent compensation advisors to provide objective & impartial comparative data & to express opinions on total compensation reasonableness. The Executive Compensation Committee may request its independent advisors to: monitor comparability data & marketplace trends; make appropriate recommendations regarding salary ranges; & periodically review the market competitiveness of Essentia executive compensation packages. Prior to establishing or adjusting executive compensation, the Executive Compensation Committee will obtain & rely upon appropriate data as to comparability of the proposed compensation or adjustments. The Executive Compensation Committee will adequately document the basis for its determination concurrently with making those determinations. The Executive Compensation Committee minutes will include: the terms of the approved compensation & the date approved; the Executive Compensation Committee members present during the review, discussion & approval of the proposed compensation & those who voted on the proposed compensation; identification of the comparability data obtained & relied upon by the Executive Compensation Committee & how the data was obtained; any actions by a member of the Executive Compensation Committee having a conflict of interest; & documentation of the basis for the determination. The Essentia Health Executive Compensation committee determines policy (establishes peer group, determines competitive ranking and establishes positioning of total compensation dependent upon performance) for all executives at the Vice President level or above. The Executive Compensation Committee of the Essentia Health East board of directors is authorized to fulfill the board's responsibility regarding executive compensation consistent with Essentia Health East's mission, values and tax-exempt status. It is bound by and relies upon the policy set by the Executive Compensation Committee of Essentia's board of directors. Annually, the Executive Compensation Committee of Essentia Health East's board of directors meets to review information presented by the Essentia Health East President and Chief Administrative Officer concerning the performance of the system and senior executives of Essentia Health East and to approve executive incentives based on system results and supporting documentation for all members covered by the Essentia Health East incentive compensation program and report such findings to the Executive Compensation Committee of Essentia's Board of Directors. The year this process was last undertaken for Essentia Health Foundation's Chief Development Officer was 2012. |
| Form 990, Part VI, Line 19 | Availability of governing documents, conflict of interest policy, & financial statements to the public: Essentia Health Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Essentia Health Foundation is part of Essentia Health's consolidated financial statements which are included in Essentia Health's annual report posted on Essentia Health's web site. |
| Form 990, Part VII, Line 1a, Column B | Hours devoted to related organizations: The following individuals listed in Form 990, Part VII, Section A, Line 1a also devoted time each week to related organizations: Richard Blair: approximately 4 hours Peter Person, MD is employed by Essentia Health Duluth as Essentia Health's Chief Executive Officer. 100% of his time is spent furthering the purpose of Essentia Health and related organizations. Daniel Fuchs is employed by Essentia Health St. Mary's Medical Center. 100% of his time is spent furthering the purpose of Essentia Health East and related organizations. Gregory Glasner, MD is employed by Essentia Health. 100% of his time is spent furthering the purpose of Essentia Health West and related organizations. Kyle Dorow is employed by Essentia Health West. 100% of his time is spent furthering the purpose of Essentia Health West and related organizations. |
| Form 990, Part XI, Line 5 | Other Changes in Net Assets: The total amount of other changes in net assets includes: Net Asset Transfer From Related Organizations in relation to merger: $20,932,048 Net Change in Unrealized Gain/(Loss) on Trading Securities ($722,748) Other net asset adjustments ($14,289) Adjustment for Change In Value of Charitable Remainder Trust ($262) Net Change in Unrealized Gains/(Losses) on Other-Than-Trading Securities ($183) |
| Form 990, Schedule B, Part II, column d | Date received: The ostomy supplies were received 7/1/11 - 6/30/12. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Brainerd Lakes Integrated Health System | ||||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532145 | SUPPORT ORG | MN | 501(c)(3) | 11 II | Essentia | true |
| Brainerd Medical Center Inc | ||||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532148 | Clinic | MN | 501(c)(3) | 3 | BLIHS | true |
| Bridges Medical Center | ||||||||||
| 201 9th St W | Ada | MN | 56510 | 200479568 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Clearwater Valley Hospital & Clinics INC | ||||||||||
| 301 Cedar | Orofino | ID | 83544 | 820497771 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG | true |
| Divine Medical Services thru 10111 | ||||||||||
| 709 N Lincoln | Jerome | ID | 83338 | 202773717 | Emerg SRvcs | ID | 501(c)(3) | 3 | SBFMC | true |
| DL Surgery Center | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 263837203 | ASC | MN | 501(c)(3) | 3 | CAG | true |
| Critical Access Group | ||||||||||
| 503 E 3rd St Ste 400 | Duluth | MN | 55805 | 261219624 | SUPPORT ORG | MN | 501(c)(3) | 11 II | Essentia | true |
| First Care Medical Services | ||||||||||
| 900 Hilligross Blvd SE | Fosston | MN | 56542 | 410706143 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Minnesota Valley Health Center Inc | ||||||||||
| 621 S 4th St | Le Sueur | MN | 56058 | 410837659 | Hospital/NURS | MN | 501(c)(3) | 3 | CAG | true |
| StBenedicts Fam Med Ctr thru 10111 | ||||||||||
| 709 N Lincoln | Jerome | ID | 83338 | 820227163 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG | true |
| St Joseph's Medical Center | ||||||||||
| 523 N 3rd St | Brainerd | MN | 56401 | 410695602 | Clinic/Hosp | MN | 501(c)(3) | 3 | BLIHS | true |
| St Mary's EMS | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411805811 | Emerg SRvcs | MN | 501(c)(3) | 9 | SMRHC | true |
| St Mary's Hospital & Clinics Inc | ||||||||||
| PO Box 137 | Cottonwood | ID | 83522 | 820226453 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG | true |
| St Mary's Innovis Health | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 262861321 | Clinic | MN | 501(c)(3) | 3 | Innovis | true |
| St Mary's Regional Health Center | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411620386 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Essentia Health | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 200360007 | SUPPORT ORG | MN | 501(c)(3) | 11 III-FI | NA | false |
| Essentia Institute of Rural Health | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 271291124 | Research | MN | 501(c)(1) | 4 | Essentia | true |
| Midwest Medical Equipment & Supply Inc | ||||||||||
| 4418 Haines Rd | Duluth | MN | 55811 | 411674021 | MedICAL Equip | MN | 501(c)(3) | 9 | SMMC | true |
| Pine Medical Center | ||||||||||
| 109 Court Ave S | Sandstone | MN | 55072 | 411884597 | Hospital/NURS | MN | 501(c)(3) | 3 | SMDCHS | true |
| Polinsky Medical Rehabilitation Center | ||||||||||
| 530 E 2nd St | Duluth | MN | 55805 | 410691275 | Clinic | MN | 501(c)(3) | 3 | SMMC | true |
| SMDC Medical Center | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 411878730 | Clinic/Hosp | MN | 501(c)(3) | 3 | SMDCHS | true |
| St Mary's Duluth Clinic Health System | ||||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 411836633 | SUPPORT ORG | MN | 501(c)(3) | 11 II | Essentia | true |
| St Mary's Hospital of Superior | ||||||||||
| 3500 Tower Ave | Superior | WI | 54880 | 411811073 | Clinic/Hosp | WI | 501(c)(3) | 3 | SMMC | true |
| St Mary's Medical Center | ||||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 410695604 | Hospital | MN | 501(c)(3) | 3 | SMDCHS | true |
| The Duluth Clinic Ltd | ||||||||||
| 400 E 3rd St | Duluth | MN | 55805 | 410883623 | Clinic | MN | 501(c)(3) | 3 | SMDCHS | true |
| Northern Pines Medical Center | ||||||||||
| 5211 Hwy 110 | Aurora | MN | 55705 | 410841441 | Hospital/NURS | MN | 501(c)(3) | 3 | SMDCHS | true |
| Graceville Health Center | ||||||||||
| 115 West Second St | Graceville | MN | 56240 | 410726173 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Innovis Health LLC | ||||||||||
| 3000 32nd Ave S | Fargo | ND | 58103 | 261175213 | Clinic/Hosp | DE | 501(c)(3) | 3 | Essentia | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMC-Gateway Imaging LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Court Ave S | AddressLine1 |
| City | Sandstone | City |
| State | MN | State |
| ZIP Code | 55072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261634764 | EIN |
| Primary Activity | Imaging ServiCES | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | NONE | PredominantIncomeType |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Code V | $0 | CodeVAmount |
| Percentage Ownership | 0.00000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| East Range Clinics Ltd | |||||||||||||||||
| 910 6th Ave N | Virginia | MN | 55792 | 410909915 | Clinics | MN | NA | C corp | 0 | 0 | 0.00000 | ||||||
| Essentia Health Insurance Services SPC | |||||||||||||||||
| 000000000 | Insurance | NA | Foreign Corp | 0 | 0 | 0.00000 | Buckingham Sq 720 W Bay Rd PO 69 | Grand Cayman | Cayman Islands | CJ | KY1-1102 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Innovis Health LLC | ||
| C | 370000 | actual costs |
| Innovis Health LLC | ||
| o | 315908 | actual costs |
| St Mary's Medical Center | ||
| O | 1100826 | actual costs |
| St Mary's Medical Center | ||
| C | 933542 | actual costs |
| St Mary's Medical Center | ||
| B | 175505 | actual costs |
| The Duluth Clinic Ltd | ||
| R | 576748 | actual costs |
| SMDC Medical Center | ||
| P | 323344 | actual costs |
| St Mary's Regional Health Center | ||
| B | 93356 | actual costs |
| St Mary's Regional Health Center | ||
| N | 111407 | actual costs |
| St Mary's Regional Health Center | ||
| O | 73866 | actual costs |
| St Joseph's Medical Center | ||
| B | 515542 | actual costs |
| Essentia Institute of Rural Health | ||
| B | 256603 | actual costs |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule R, Part II, Column (a) | Identifier |
| Explanation | Name: In 2011, many Essentia entities adopted a doing business as name as part of a system-wide rebranding strategy using the Essentia brand. Legal Name; Doing Business As Name Brainerd Lakes Integrated Health System; Essentia Health Central Brainerd Medical Center, Inc.; Essentia Health Brainerd Specialty Clinic Bridges Medical Center; Essentia Health Ada First Care Medical Services; Essentia Health Fosston Graceville Health Center; Essentia Health Holy Trinity Hospital Innovis Health, LLC; Essentia Health West Midwest Medical Equipment & Supply Inc.; Essentia Health Medical Equipment and Supplies Northern Pines Medical Center; Essentia Health Northern Pines Pine Medical Center; Essentia Health Sandstone Polinsky Medical Rehabilitation Center; Essentia Health Polinsky Medical Rehabilitation Center SMDC Medical Center; Essentia Health Duluth St. Joseph's Medical Center; Essentia Health St. Joseph's Medical Center St. Mary's Duluth Clinic Health System; Essentia Health East St. Mary's Hospital of Superior; Essentia Health St. Mary's Hospital-Superior St. Mary's Medical Center; Essentia Health St. Mary's Medical Center St. Mary's Regional Health Center; Essentia Health St. Mary's-Detroit Lakes | Explanation |
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