WESTHEALTH INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESTHEALTH INC (EIN 41-1768814)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201223179349301767
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T11:34:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411768814 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTHEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 6122620660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43 MR 10890 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554400043 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURIE LAFONTAINE | Name |
| Title | VICE PRESIDENT/FINANCE & TREAS | Title |
| Phone | 6122620660 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | BRIAN WEINREIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43 MR 10890 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554400043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25408222 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESTHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | WORKING TOGETHER TO PROVIDE QUALITY, CONVENIENT AND TRUSTED CARE FOR OUR PATIENTS AND THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 228 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 60296 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 53296 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22283889 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20783953 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89371 | InvestmentIncomePriorYear |
| Investment Income Current Year | 93501 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4182816 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4529432 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26556076 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25406886 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9295951 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9672890 | 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 | 15333961 | OtherExpensePriorYear |
| Other Expenses Current Year | 16930362 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24629912 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26604352 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1926164 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1197466 | RevenuesLessExpensesCY |
| Total Assets BOY | 32635360 | TotalAssetsBOY |
| Total Assets EOY | 57846721 | TotalAssetsEOY |
| Total Liabilities BOY | 34500254 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33996377 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1864894 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23850344 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FOR 17 YEARS, WESTHEALTH HAS WELCOMED AND CARED FOR THE COMMUNITY WITH EXCEPTIONAL OUTPATIENT SERVICES DESIGNED TO FIT OUR GUESTS' BUSY LIFESTYLES, PRIMARILY PATIENTS IN THE WESTERN SUBURBS OF MINNEAPOLIS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11360743 | Expense |
| Revenue | 10461910 | Revenue |
| Description | SAME DAY SURGERY - AT WESTHEALTH, WE PRIDE OURSELVES ON ATTENTIVE AND PERSONALIZED PATIENT CARE. OUR SURGERY DEPARTMENT PROVIDES STATE OF THE ART ANESTHESIA TECHNIQUES AND SURGICAL EQUIPMENT. IN 2011 WESTHEALTH PERFORMED 6,941 SURGERIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5697662 | Expense |
| Revenue | 6108261 | Revenue |
| Description | IMAGING AND WOMEN'S IMAGING - OUR REGISTERED TECHNOLOGISTS AND BOARD CERTIFIED RADIOLOGISTS ALL HAVE ADDITIONAL SPECIALTY CERTIFICATION. WESTHEALTH PERFORMS ROUTINE MAMMOGRAMS TO GENERAL X-RAY, AS WELL AS HIGH TECH IMAGING TESTS INCLUDING MRI AND CT SCANS, FLUOROSCOPY AND BONE DENSITY TESTS. IN 2011 WESTHEALTH PERFORMED 35,474 IMAGING EXAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4290492 | Expense |
| Revenue | 3866219 | Revenue |
| Description | WESTHEALTH'S URGENT CARE AND EXPRESS CARE OFFER A CONVENIENT ALTERNATIVE WHEN A PATIENT IN NEED FINDS HIS OR HER MEDICAL CLINIC CLOSED OR PHYSICIAN UNAVAILABLE. WESTHEALTH TREATS PATIENTS OF ALL AGES AND A PHYSICIAN IS ALWAYS ON SITE. OUR PHYSICIANS HAVE ACCESS TO A FULL RANGE OF DIAGNOSTIC SERVICES INCLUDING LAB, X-RAY, MRI AND CT SCANS, AS WELL AS AN ON-SITE PHARMACY. IN 2011 WESTHEALTH'S URGENT CARE/EXPRESS CARE HAD 32,194 VISITS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 495546 | Expense |
| Revenue | 347563 | Revenue |
| Description | WESTHEALTH ALSO PROVIDES SOME OUTPATIENT LAB SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 495546 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 347563 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 21844443 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 228 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| 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 | TAX SERVICES MAIL ROUTE 10890 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6122620660 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 CHICAGO AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554071321 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BEN BACHE-WIIG MD | ||||||||
| DIRECTOR/PRESIDENT | 40.00 | X | X | 0 | 431597 | 82284 | ||
| BRIAN WEINREIS | ||||||||
| DIRECTOR/CHAIR/TREAS | 40.00 | X | X | 0 | 277949 | 76279 | ||
| ROBERT WIELAND MD | ||||||||
| DIRECTOR/SECRETARY | 40.00 | X | X | 0 | 826528 | 255577 | ||
| KATE DASS | ||||||||
| FISCAL SERVICES MANAGER | 40.00 | X | 75543 | 0 | 17505 | |||
| KURT NEIL | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 127337 | 0 | 29359 | |||
| SUSAN DURKIN | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0 | 182712 | 35672 | X | |||
| DARYL SCHROEDER | ||||||||
| VP OPERATIONS FACILITIES | 40.00 | 0 | 330127 | 76200 | X | |||
| LINDA DAHLIN | ||||||||
| CRNA | 40.00 | 126763 | 0 | 27130 | X | |||
| DARLENE FLINT | ||||||||
| CRNA | 40.00 | 137168 | 0 | 26357 | X | |||
| DAVID KIEFFER | ||||||||
| CRNA | 40.00 | 128686 | 0 | 24701 | X | |||
| NANCY SCHMIDT | ||||||||
| SURGERY MANAGER | 40.00 | 142757 | 0 | 25025 | X | |||
| MICHAEL STADTHER | ||||||||
| CRNA | 40.00 | 188298 | 0 | 32040 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 926552 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2048913 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 708129 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NORTH MEMORIAL HEALTH CARE | |||||
| 3300 OAKDALE AVENUE N | ROBBINSDALE | MN | 55422 | MANAGEMENT & PHYSICIAN SERVICES | 2634924 |
| AMERISOURCEBERGEN | |||||
| PO BOX 959 | VALLEY FORGE | PA | 19482 | PHARMACEUTICAL SERVICES | 312956 |
| MINNEAPOLIS RADIOLOGY | |||||
| 2800 CAMPUS DR SUITE 30 | PLYMOUTH | MN | 55441 | RADIOLOGY SERVICES | 136680 |
| MMIC | |||||
| 7650 EDINBOROUGH WAY | MINNEAPOLIS | MN | 55435 | INSURANCE | 126938 |
| CRESA PARTNERS | |||||
| 920 SECOND AVENUE SOUTH SUITE 900 | MINNEAPOLIS | MN | 55402 | REAL ESTATE SERVICES | 102076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET PATIENT SERVICES | 621400 | 20686726 | 20686726 |
| OTHER OPERATING REVENU | 621400 | 97227 | 97227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20783953 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94837 | TotalRevenueColumn |
| Exclusion | $94,837 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4469136 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4469136 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4469136 | TotalRevenueColumn |
| Exclusion | $4,469,136 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1336 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1336 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1336 | TotalRevenueColumn |
| Exclusion | -$1,336 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 533110 | BusinessCode |
| Total Revenue Column | 60296 | TotalRevenueColumn |
| Unrelated Business Revenue | 60296 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 60296 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25406886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20783953 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 60296 | UnrelatedBusinessRevenue |
| Exclusion | $4,562,637 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100 | Total |
| Program Services | 1100 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202880 | Total |
| Management And General | 202880 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7598704 | Total |
| Program Services | 7082581 | ProgramServices |
| Management And General | 516123 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265594 | Total |
| Program Services | 246249 | ProgramServices |
| Management And General | 19345 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 935272 | Total |
| Program Services | 867148 | ProgramServices |
| Management And General | 68124 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 670440 | Total |
| Program Services | 621606 | ProgramServices |
| Management And General | 48834 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760476 | Total |
| Management And General | 760476 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6138 | Total |
| Management And General | 6138 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14000 | Total |
| Management And General | 14000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1701191 | Total |
| Program Services | 1208512 | ProgramServices |
| Management And General | 492679 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52145 | Total |
| Management And General | 52145 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 860904 | Total |
| Program Services | 591996 | ProgramServices |
| Management And General | 268908 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490084 | Total |
| Management And General | 490084 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2814123 | Total |
| Program Services | 1100319 | ProgramServices |
| Management And General | 1713804 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14103 | Total |
| Program Services | 4403 | ProgramServices |
| Management And General | 9700 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15503 | Total |
| Program Services | 12666 | ProgramServices |
| Management And General | 2837 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149099 | Total |
| Program Services | 1149099 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2337402 | Total |
| Program Services | 2337402 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241443 | Total |
| Program Services | 241443 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MEDICAL SUPPLIES | 2578449 | 2578449 |
| PROFESSIONAL SERVICES | 2082523 | 2082523 |
| SERVICE CONTRACT/EQUIPM | 634580 | 634580 |
| MN CARE TAX | 406074 | 406074 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 772125 | Total |
| Program Services | 678293 | ProgramServices |
| Management And General | 93832 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26604352 | Total |
| Program Services | 21844443 | ProgramServices |
| Management And General | 4759909 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1511614 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4348082 | BOY |
| EOY | 5999998 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3331782 | BOY |
| EOY | 1221840 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338620 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160977 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44809248 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1430426 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16957719 | BOY |
| EOY | 43378822 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1744273 | BOY |
| EOY | 567817 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5223833 | BOY |
| EOY | 4950419 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530074 | BOY |
| EOY | 216211 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32635360 | BOY |
| EOY | 57846721 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3581835 | BOY |
| EOY | 2542420 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10980168 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18555251 | BOY |
| EOY | 20390000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1383000 | BOY |
| EOY | 11063957 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34500254 | BOY |
| EOY | 33996377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1864894 | BOY |
| EOY | 23850344 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1864894 | BOY |
| EOY | 23850344 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32635360 | BOY |
| EOY | 57846721 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1197466 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 26912704 | 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 413000 | OtherCostOrOtherBasis |
| Book Value | 413000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42131514 | OtherCostOrOtherBasis |
| Depreciation | 994156 | Depreciation |
| Book Value | 41137358 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2264734 | OtherCostOrOtherBasis |
| Depreciation | 436270 | Depreciation |
| Book Value | 1828464 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43378822 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 4950419 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4950419 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CURRENT PORTION OF LTD | $9,215,953 |
| DUE TO AFFILIATES | $1,848,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11063957 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | ALLINA HEALTH SYSTEM CONSOLIDATED FIN 48 (ASC740) FOOTNOTE: (AMOUNTS IN THOUSANDS) (17)TAXES THE SYSTEM HAS BEEN DETERMINED TO QUALIFY AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SYSTEM HAS ALSO BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND STATE INCOME TAX ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTE SECTION 290.05, SUBDIVISION 2. CERTAIN OF THE SYSTEM'S SUBSIDIARIES AND AFFILIATES QUALIFY AS TAX EXEMPT ORGANIZATIONS, WHILE OTHERS ARE TAXABLE. THE SYSTEM AND ITS SUBSIDIARIES PAID TAXES OF $1,270 AND $1,279 IN 2011 AND 2010, RESPECTIVELY. AS OF DECEMBER 31, 2011 AND 2010, THE TAXABLE SUBSIDIARIES OF THE SYSTEMS CONTINUING OPERATIONS HAD A GROSS DEFERRED TAX ASSET OF $76,553 AND $74,064, RESPECTIVELY, RESULTING FROM NET OPERATING LOSS CARRY FORWARDS, EMPLOYEE COMPENSATION AND BENEFITS ACCRUALS, PROVISION FOR BAD DEBTS, AND LIMITATION OF CHARITABLE CONTRIBUTIONS, OFFSET BY VALUATION ALLOWANCES OF $75,746 AND $73,766, RESPECTIVELY, AND A GROSS DEFERRED TAX LIABILITY OF $806 AND $298, RESPECTIVELY, PRIMARILY ATTRIBUTABLE TO DEPRECIATION AND A CHANGE IN ACCOUNTING METHOD OF A TAXABLE SUBSIDIARY. THE VALUATION ALLOWANCE INCREASED BY $1,980 AND $2,577 DURING 2011 AND 2010, RESPECTIVELY. AS OF DECEMBER 31, 2011, THE CONTINUING OPERATIONS OF THE SYSTEM AND ITS SUBSIDIARIES HAD NET OPERATING LOSS CARRY FORWARDS OF $156,593 FOR INCOME TAX PURPOSES, WHICH EXPIRE IN VARIOUS YEARS THROUGH 2031. INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT AND TAX RETURN METHODS OF ACCOUNTING. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING THE ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE SYSTEM HAS ANALYZED INCOME TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE SYSTEM BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE SYSTEM'S CONSOLIDATED FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2011 AND 2010, THE SYSTEM DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. ACCORDINGLY, THE SYSTEM HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN BACHE-WIIG MD | |||||||||||||
| 0 | 315232 | 0 | 88606 | 0 | 27759 | 0 | 58183 | 0 | 24102 | 0 | 513882 | 0 | 0 |
| BRIAN WEINREIS | |||||||||||||
| 0 | 209249 | 0 | 63409 | 0 | 5291 | 0 | 52403 | 0 | 23876 | 0 | 354228 | 0 | 0 |
| ROBERT WIELAND MD | |||||||||||||
| 0 | 423944 | 0 | 147702 | 0 | 254882 | 0 | 228202 | 0 | 27375 | 0 | 1082105 | 0 | 18700 |
| KURT NEIL | |||||||||||||
| 125567 | 0 | 0 | 0 | 1770 | 0 | 11256 | 0 | 16970 | 0 | 155563 | 0 | 0 | 0 |
| SUSAN DURKIN | |||||||||||||
| 0 | 152429 | 0 | 26626 | 0 | 3657 | 0 | 20776 | 0 | 14896 | 0 | 218384 | 0 | 0 |
| DARYL SCHROEDER | |||||||||||||
| 0 | 217261 | 0 | 66402 | 0 | 46464 | 0 | 56200 | 0 | 20000 | 0 | 406327 | 0 | 0 |
| LINDA DAHLIN | |||||||||||||
| 125643 | 0 | 0 | 0 | 1120 | 0 | 17172 | 0 | 9958 | 0 | 153893 | 0 | 0 | 0 |
| DARLENE FLINT | |||||||||||||
| 134976 | 0 | 0 | 0 | 2192 | 0 | 18020 | 0 | 8337 | 0 | 163525 | 0 | 0 | 0 |
| DAVID KIEFFER | |||||||||||||
| 128686 | 0 | 0 | 0 | 0 | 0 | 19166 | 0 | 5535 | 0 | 153387 | 0 | 0 | 0 |
| NANCY SCHMIDT | |||||||||||||
| 140485 | 0 | 0 | 0 | 2272 | 0 | 22141 | 0 | 2885 | 0 | 167783 | 0 | 0 | 0 |
| MICHAEL STADTHER | |||||||||||||
| 86666 | 0 | 0 | 0 | 101632 | 0 | 29564 | 0 | 2475 | 0 | 220337 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | BEN BACHE-WIIG - $18,967; DARYL SCHROEDER - $30,811; | |
| PART I, LINE 6 | PART I, LINE 6: WESTHEALTH MANAGEMENT INCENTIVE PLAN WESTHEALTH PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY TO MANAGERS, DIRECTORS AND THE EXECUTIVE DIRECTOR. UNDER THIS PLAN, THE TARGET AWARD IS A PERCENTAGE OF A BOARD APPROVED INCENTIVE POOL AND REQUIRES SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 100% OF THE TARGET AWARD, BASED ON WESTHEALTH'S PERFORMANCE OVER THE CALENDAR YEAR. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS A RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. ALLINA MANAGEMENT INCENTIVE PLAN (MIP) ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY TO MOST MANAGERS, SOME HIGH-LEVEL INDIVIDUAL CONTRIBUTORS AND EXECUTIVES. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION OF THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA'S PERFORMANCE OVER THE CALENDAR YEAR. PERFORMANCE MEASURES INCLUDE FINANCIAL PERFORMANCE, SERVICE QUALITY, PATIENT SATISFACTION, PATIENT SAFETY AND COMMUNITY SERVICE. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. LONG-TERM INCENTIVE PLAN (LTIP) ALLINA HAS A LONG-TERM INCENTIVE PLAN THAT PROVIDES A CASH AWARD OPPORTUNITY TO A SMALL NUMBER OF TOP EXECUTIVES APPROVED FOR PARTICIPATION BY THE COMPENSATION COMMITTEE OF THE BOARD. THE AWARD OPPORTUNITY IS BASED ON ALLINA PERFORMANCE DURING OVERLAPPING THREE-YEAR CYCLES. PERFORMANCE MEASURES AND TARGETS ARE DEFINED BY THE COMMITTEE FOR EACH THREE-YEAR PERIOD AND CAN VARY FROM ONE PERIOD TO ANOTHER DEPENDING ON THE COMMITTEE'S JUDGMENT OF THE MOST IMPORTANT MEASURES OF SUCCESS. AWARDS CAN RANGE FROM 0% TO 150% OF TARGET AWARDS. | |
| PART I, LINE 8 | CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ALLINA HEALTH SYSTEM ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS. | |
| PART III | DEFERRED COMPENSATION PLANS - TERMS AND CONDITIONS; ALLINA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THIS PLAN WAS AMENDED EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. ELIGIBLE ALLINA EXECUTIVES PARTICIPATED IN A DEFINED CONTRIBUTION SERP. EMPLOYER CREDITS WERE MADE EACH YEAR TO THEIR SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE: EXEC YRS OF SERVICE CONTRIBUTION % OF PENSIONABLE EARNINGS 0-5 2.75% 6-10 3.50% 11+ 4.75% EXECUTIVES WERE ALSO CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE PENSION ACCOUNT PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE PENSION ACCOUNT PLAN CREDITING RATE AS DECLARED BY ALLINA. THE CURRENT RATE IS 4%. THE PARTICIPANT VESTS AFTER THREE YEARS OF EXECUTIVE SERVICE PROVIDED THAT IF THE PARTICIPANT TERMINATES EMPLOYMENT WITH ALLINA PRIOR TO AGE 65 FOR ANY REASON OTHER THAN ELIMINATION OF POSITION, THE PARTICIPANT MUST FULFILL THE TERMS OF A COVENANT NOT TO COMPETE BENEFITS ARE PAID AS A SINGLE LUMP-SUM AMOUNT UPON AGE 65 RETIREMENT OR JOB POSITION ELIMINATION. IN THE CASE OF OTHER VOLUNTARY TERMINATIONS, PAYMENT IS DELAYED UNTIL COMPLETION OF THE TWO-YEAR NON-COMPETE PERIOD. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION RETIREMENT PLAN. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR ACCOUNT BALANCE ACCORDING TO THE FOLLOWING SCHEDULE AS OF THE END OF THE PLAN YEAR: PARTICIPANT'S YEARS OF VESTING SERVICE APPLICABLE PERCENTAGE LESS THAN 1 0% 1-5 5.0% 6-10 5.5% 11-15 6.0% 16 OR MORE 6.5% DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE INVESTMENT OPTIONS SELECTED BY THE PARTICIPANT WHICH ARE THE SAME OPTIONS AVAILABLE UNDER THE QUALIFIED PLAN. A PARTICIPANT WHO HAS COMPLETED AT LEAST TWO YEARS OF SERVICE BECOMES VESTED IN THE PORTION OF HIS OR HER ACCOUNT ATTRIBUTABLE TO THE ANNUAL CREDIT FOR A PARTICULAR YEAR AS OF JANUARY 15 OF THE YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE ANNUAL CREDIT IS EARNED. IN THE EVENT OF TERMINATION (OTHER THAN BECAUSE OF DEATH) PRIOR TO AGE 67, THE DISTRIBUTION DATE SHALL BE AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER TERMINATION IN THE FORM OF A LUMP SUM PAYMENT. THE PLAN IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009. ALLINA HOSPITALS AND CLINICS EXECUTIVE BENEFIT PLAN ALLINA HOSPITALS AND CLINICS PHYSICIAN BENEFIT PLAN EXECUTIVE MUTUAL FUND ACCOUNT PLAN THESE ACCOUNTS GIVE THE PARTICIPANT THE OPPORTUNITY FOR CAPITAL ACCUMULATION NOT FULLY AVAILABLE TO THEM THROUGH SOCIAL SECURITY OR THE GENERAL EMPLOYEE RETIREMENT PLANS BECAUSE OF MAXIMUMS PLACED ON COMPENSATION THAT CAN BE RECOGNIZED UNDER FEDERAL LAW FOR PURPOSES OF CONTRIBUTIONS. THEY ALSO SERVE AS AN IMPORTANT NON-COMPETE INCENTIVE TO PARTICIPANTS. PRIOR TO THE YEAR IN WHICH CONTRIBUTIONS ARE MADE, THE PARTICIPANT MUST DESIGNATE A VESTING/PAYOUT DATE CONSISTENT WITH THE CONSTRAINTS OF THE PLANS AND FEDERAL DEFERRED COMPENSATION REGULATIONS. AFTER THE CONTRIBUTIONS ARE MADE, THE PARTICIPANT HAS A ONE-TIME LIMITED OPPORTUNITY TO EXTEND THE ELECTED PAYMENT DATE FOR AT LEAST FIVE YEARS. ONCE THE VESTING/PAYOUT DATE HAS BEEN REACHED, ALLINA WILL WITHHOLD THE APPROPRIATE TAXES AND THE BALANCE WILL BE PAID TO THE PARTICIPANT ON THEIR PAYCHECK AS SOON AS ADMINISTRATIVELY FEASIBLE. IF THE PARTICIPANT TERMINATES EMPLOYMENT VOLUNTARILY BEFORE AN AMOUNT IS PAID, PAYMENT WILL BE SUBJECT TO THE PARTICIPANT'S COMPLIANCE WITH A NON-COMPETE AGREEMENT WITH ALLINA FOR TWO YEARS AFTER TERMINATION. THE PARTICIPANT MAY ELECT FROM AMONG INVESTMENT ALTERNATIVES THAT ARE SIMILAR TO THOSE AVAILABLE IN THE RETIREMENT SAVINGS PLAN. UNLIKE THE RETIREMENT SAVINGS PLAN, THE PARTICIPANT HAS THE STATUS AN UNSECURED CREDITOR OF ALLINA AND WILL NOT HAVE A PREFERRED CLAIM TO PAYMENT IN THE CASE OF THE COMPANY'S INABILITY TO PAY. HOWEVER, THE COMPANY DOES SET ASIDE ASSETS FOR ITS OBLIGATIONS BY ACTUALLY INVESTING THE PROMISED ASSETS CONSISTENT WITH PARTICIPANT ELECTIONS. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009 THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WESTHEALTH HAS A MANAGEMENT SERVICES AGREEMENT AND SERVICE LEVEL AGREEMENT WITH NORTH MEMORIAL. UNDER THESE AGREEMENTS, NORTH MEMORIAL PROVIDES PROFESSIONAL AND MANAGEMENT SERVICES TO WESTHEALTH. WESTHEALTH PAYS TO NORTH MEMORIAL A BASE FEE PLUS CONTINGENT AND INCENTIVE FEES BASED ON WESTHEALTH'S TOTAL REVENUE AND OPERATING INCOME. THE AGREEMENTS ARE RENEWED ANNUALLY. THE MANAGEMENT FEES INCURRED BY WESTHEALTH UNDER THESE AGREEMENTS WERE APPROXIMATELY $760,000 FOR THE YEAR ENDED DECEMBER 31, 2011. | |
| FORM 990, PART VI, SECTION A, LINE 4 | ON JUNE 6, 2011, ALLINA HEALTH SYSTEM [EIN: 36-3261413], A 501(C)(3) ORGANIZATION, ACQUIRED THE NORTH MEMORIAL HEALTH CARE [EIN: 41-0729979] 50% OWNERSHIP STAKE IN WESTHEALTH, INC. SUCH THAT ALLINA HEALTH SYSTEM ASSUMED TOTAL CONTROL AND BECAME THE SOLE MEMBER ORGANIZATION OF WESTHEALTH, INC. [EIN: 41-1768814]. WESTHEALTH INC. IS WHOLLY OWNED AND CONTROLLED BY ALLINA HEALTH SYSTEM AS OF JUNE 6, 2011. ACCOUNTING STANDARDS CODIFICATION ["ASC"] 805 CONCERNING BUSINESS COMBINATIONS, REQUIRED ALLINA HEALTH SYSTEM TO "MARK-TO-MARKET" WESTHEALTH INC'S ASSETS AND LIABILITIES. AS SUCH, ONE-TIME ADJUSTMENTS WERE MADE ON WESTHEALTH INC'S RESPECTIVE BALANCE SHEET TO REFLECT THE MARK-TO-MARKET OF THE ASSETS AND LIABILITIES AS WELL AS THE RESULTING EFFECT TO THE CUMULATIVE FUND BALANCE. THE CUMULATIVE FUND BALANCE UP TO THE TRANSACTION WAS ALSO ELIMINATED AT THE TIME OF ACQUISITION BY ALLINA HEALTH SYSTEM IN ACCORDANCE WITH THE AFOREMENTIONED ACCOUNTING STANDARD AND GUIDANCE. SINCE THE TIME OF ACQUISITION ON JUNE 6, 2011 BY ALLINA HEALTH SYSTEM, WESTHEALTH INC. HAS CONTINUED TO OPERATE IN ACCORDANCE WITH, AND IN FURTHERANCE OF, WESTHEALTH INC'S AND ALLINA HEALTH SYSTEM'S RESPECTIVE TAX-EXEMPT PURPOSES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION AND PARENT ORGANIZATION OF WESTHEALTH, INC. SEE SCHEDULE R FOR FURTHER DETAILS. AS THE SOLE CORPORATE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM HOLDS CERTAIN RESERVED POWERS OVER WESTHEALTH, INC. THE RESERVED POWERS ARE FULLY DECSRIBED IN WESTHEALTH'S GOVERNING DOCUMENTS AND INCLUDE SUCH POWERE AS ELECTION AND APPROVAL OF DIRECTORS, FINAL APPROVAL OF AMENDMENTS TO ARITICLES OR INCORPORATION OR BYLAWS, APPROVAL OF STRATEGIC PLANS AND CAPITAL AND OPERATING BUDGETS, APPROVAL OF PLANS OF MERGER OR CONSOLIDATION, APPROVAL OF INCURRENCE OF DEBT OR EXPENDITURES IN EXCESS OF CERTAIN AMOUNTS, AND VARIOUS OTHER RESERVED POWERS AS DESCRIBED THEREIN. | |
| FORM 990, PART VI, SECTION A, LINE 7A | SEE THE NARRATIVE EXPLANATION IN SCHEDULE O RELATED TO FORM 990, PART VI, SECTION A, LINE 6. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO APPROVE THE GOVERNING BODY'S ELECTION AND REMOVAL OF MEMBERS OF THE GOVERNING BODY, AS WELL AS OTHER MATTERS THAT ARE SUBJECT TO THE APPROVAL OF MEMBERS OF THE ORGANIZATION AS THEY OCCUR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX SERVICES FUNCTION OF ALLINA HEALTH SYSTEM, WESTHEALTH'S SOLE CORPORATE MEMBER AND PARENT ORGANIZATION, SUBJECTED THE FORM 990 FILING TO A RIGOROUS REVIEW PROCESS BY THE ALLINA TAX MANAGER AND TAX DIRECTOR. ALLINA'S VICE PRESIDENT OF FINANCE & TREASURY ALSO PERFORMED AN EXECUTIVE REVIEW OF THE FORM 990. AFTER THE MANAGEMENT REVIEW PROCESS DESCRIBED ABOVE WAS COMPLETED, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE [IRS], WAS PROVIDED TO EACH VOTING MEMBER OF WESTHEALTH, INC'S BOARD OF DIRECTORS. A WESTHEALTH, INC BOARD OF DIRECTORS MEETING WAS HELD ON OCTOBER 31, 2012 TO REVIEW AND DISCUSS THE FORM 990 FILING. THE WESTHEALTH, INC BOARD OF DIRECTORS VOTED ON AND APPROVED A RESOLUTION APPROVING THE FORM 990 AND THE MINNESOTA CHARITABLE TRUST ANNUAL REPORT TO BE FILED WITH THE MINNESOTA ATTORNEY GENERAL. THE BOARD OF DIRECTORS RESOLUTION ALSO DIRECTED OFFICERS TO FILE THE FORM 990 WITH THE IRS AND THE CHARITABLE TRUST ANNUAL REPORT WITH THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL. THE ABOVE STATED REVIEW AND APPROVAL PROCESS OCCURRED PRIOR TO FILING THE WESTHEALTH, INC FORM 990 WITH THE IRS AND MINNESOTA CHARITABLE TRUST ANNUAL REPORT WITH THE MINNESOTA ATTORNEY GENERAL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES MUST NOTIFY WESTHEALTH IF OUTSIDE ACTIVITIES OR PERSONAL INTERESTS INFULUENCE THE ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF EMPLOYMENT RESPONSIBILITIES. EMPLOYEES MUST OBTAIN APPROVAL BEFORE PURSUING ANY ACTIVITIES THAT MAY RAISE A CONFLICT OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WESTHEALTH, INC.'S COMPENSATION AND BENEFITS PROGRAMS ARE VESTED IN AND ADMINISTERED IN CONJUNCTION WITH ALLINA HEALTH SYSTEM, WESTHEALTH, INC.'S SOLE MEMBER PARENT ORGANIZATION. THE COMPENSATION COMMITTEE OF THE ALLINA HEALTH SYSTEM BOARD OF DIRECTORS IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFITS PROGRAM ELEMENTS FOR NON-COLLECTIVELY BARGAINED WESTHEALTH, INC AND ALLINA HEALTH SYSTEM EMPLOYEES. ALLINA HEALTH SYSTEM USES A PROCESS FOR DETERMINING COMPENSATION FOR THE ALLINA HEALTH SYSTEM CHIEF EXECUTIVE OFFICER, AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES THAT INCLUDED ALL OF THE FOLLOWING ELEMENTS: REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, THE MEMBERS OF WHICH ARE INDEPENDENT AND WITHOUT A CONFLICT OF INTEREST AS DEFINED IN REGULATION SECTION 53.4958-6(C)(1)(III). ENGAGEMENT OF AN INDEPENDENT COMPENSATION CONSULTANT SPECIALIZING IN EXECUTIVE COMPENSATION USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS CONTEMPORANEOUS DOCUMENTATION, SUBSTANTIATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT THE ABOVE DESCRIBED PROCESS AND AN ASSESSMENT IS PERFORMED AT LEAST ANNUALLY FOR THE FOLLOWING ALLINA HEALTH SYSTEM POSITIONS: CHIEF EXECUTIVE OFFICER/PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF CLINICAL OFFICER, EXECUTIVE VICE PRESIDENT - ALLINA HOSPITALS, PRESIDENT - ABBOTT NORTHWESTERN HOSPITAL, PRESIDENT - UNITED HOSPITAL, PRESIDENT - MERCY HOSPITAL, PRESIDENT - UNITY HOSPITAL, EXECUTIVE VICE PRESIDENT - AMBULATORY CARE, PRESIDENT - ALLINA CLINICS, SENIOR VICE PRESIDENT - GENERAL COUNSEL, SENIOR VICE PRESIDENT - CLINICAL SERVICES LINES, SENIOR VICE PRESIDENT - CHIEF COMPLIANCE OFFICER. IN ADDITION, THE COMPENSATION COMMITTEE REVIEWS AND APPROVES ALL COMPENSATION CHANGES OF THE ALLINA HEALTH SYSTEM CHIEF EXECUTIVE OFFICER AND THE OTHER AFOREMENTIONED POSITIONS LISTED IN ADVANCE OF THE CHANGE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -280,535. ASC 805 BUSINESS COMBINATIONS MARK TO MARKET UPON ACQUISITION BY ALLINA HEA 26,395,453. FUND BALANCE ELIMINATED UPON ACQUISITION 797,786. TOTAL TO FORM 990, PART XI, LINE 5: 26,912,704. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | FOLLOWING ALLINA HEALTH SYSTEM [EIN: 36-3261413] BECOMING THE SOLE MEMBER ORGANIZATION OF WESTHEALTH, INC. ON JUNE 6, 2011 AS DISCLOSED AND DESCRIBED IN SCHEDULE O, THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE INDEPENDENT AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT CHANGED TO BE SOLELY VESTED IN AND WITH ALLINA HEALTH SYSTEM. WESTHEALTH, INC.'S FINANCIAL INFORMATION FOLLOWING THE JUNE 6, 2011 ACQUISITION IS REQUIRED TO BE INCLUDED AS A COMPONENT PART OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ALLINA HEALTH SYSTEM. THEREFORE, UNDER ITS RESERVE POWERS, ALLINA HEALTH SYSTEM, AS THE SOLE MEMBER ORGANIZATION, CONTROLS AND HAS RESPONSIBILITY FOR THE PROCESS AND OVERSIGHT OF THE INDEPENDENT AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS OF ALLINA HEALTH SYSTEM, INCLUDING THE SELECTION OF THE INDEPENDENT ACCOUNTING FIRM CONDUCTING THE INDEPENDENT AUDIT FOR THE YEAR ENDING DECEMBER 21, 2011. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 363261413 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | N/A | 0 | |
| ALLINA MEDICAL CLINIC | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411781624 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | 0 | ALLINA HEALTH SYSTEM | |
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 043643816 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| MERCY & UNITY HOSPITALS FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 300086426 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| PHILLIPS EYE INSTITUTE FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411613017 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| SISTER KENNY FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411952989 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| UNITED HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 237420998 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| ASPEN ASSET CORPORATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411788674 | HOLDING TITLE TO PROPERTY COMPANY | MN | 501(C)(2) | 0 | ALLINA HEALTH SYSTEM | ||
| ASPEN MEDICAL GROUP | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411452624 | HEALTHCARE SERVICES | MN | 501(C)(4) | 0 | ALLINA HEALTH SYSTEM | ||
| CENTER FOR HEALTHCARE INNOVATION FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 263553868 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| ALLINA ASSOCIATED FOUNDATION | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 274116873 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| ALLINA INTEGRATED MEDICAL NETWORK | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 275129095 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| UNITED AND CHILDRENS AMBULATORY SURGERY CENTER ASSOCIATION | |||||||||||
| 310 NORTH SMITH AVENUE | ST PAUL | MN | 55102 | 411694626 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
| MBP FACILITY LLC | |||||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 454078371 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | ALLINA HEALTH SYSTEM | |
Form990 Schedule R Part III Form990ScheduleRPartIII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| APPLE VALLEY BUILDING ASSOCIATES LLC | |||||||
| 14655 GALAXIE AVENUE SOUTH | APPLE VALLEY | MN | 55124 | 411677072 | RENTAL REAL ESTATE | MN | N/A |
| SOUTHWEST SURGICAL CENTER LLC | |||||||
| 920 EAST 28TH STREET SUITE 500 | MINNEAPOLIS | MN | 55407 | 412013700 | SURGICAL SERVICES | MN | N/A |
| MAGNETO LEASING LLC | |||||||
| 225 SMITH AVENUE NORTH | ST PAUL | MN | 55102 | 201582501 | RENTAL EQUIPMENT | MN | N/A |
| WEST SUBURBAN HEALTH CAMPUS | |||||||
| 2855 CAMPUS DRIVE | PLYMOUTH | MN | 55441 | 411730888 | RENTAL REAL ESTATE | MN | N/A |
| ASPEN SLEEP CENTER LLC | |||||||
| 1010 BANDANA BOULEVARD WEST | ST PAUL | MN | 55108 | 261850227 | HEALTHCARE SERVICES | MN | N/A |
| METROPOLITAN INTEGRATED CANCER CARE LLC | |||||||
| 16825 NORTHCHASE DR STE 1300 | HOUSTON | TX | 77060 | 205068485 | RADIOLOGY | TX | N/A |
| GERIATRIC SERVICES OF MINNESOTA LLC | |||||||
| 3366 OAKDALE AVE NORTH SUITE 551 | ROBBINSDALE | MN | 55422 | 453357936 | HEALTHCARE SERVICES | MN | N/A |
| NORTHSTAR SLEEP CENTER LLC | |||||||
| 920 EAST 28TH STREET SUITE 700 | MINNEAPOLIS | MN | 55407 | 452532456 | HEALTHCARE SERVICES | MN | N/A |
| DISTRICT ONE CANCER CENTER LLC | |||||||
| 200 STATE AVENUE | FARIBAULT | MN | 55021 | 451258847 | HEALTHCARE SERVICES | MN | N/A |
| CROSBY CARDIOVASCULAR SERVICES LLC | |||||||
| 920 EAST 28TH STREET SUITE 500 | MINNEAPOLIS | MN | 55407 | 412010368 | HEALTHCARE SERVICES | MN | N/A |
| MOBILE IMAGING SERVICES LLC | |||||||
| 1221 NICOLLET MALL SUITE 600 | MINNEAPOLIS | MN | 55403 | 411883212 | RADIOLOGY | MN | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| ALLINA SPECIALTY ASSOCIATES | ||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411802815 | HEALTHCARE SERVICES | MN | N/A | C |
| HEALTHSPAN SERVICES COMPANY | ||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 411249999 | DEBT COLLECTION | MN | N/A | C |
| ALLINA CLINIC HOLDINGS LTD | ||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 263954371 | HOLDING COMPANY | MN | N/A | C |
| QUELLO CLINIC LTD | ||||||||
| PO BOX 43 MR 10890 | MINNEAPOLIS | MN | 554400043 | 410874754 | HEALTHCARE SERVICES | MN | N/A | C |
| ALLINA HEALTH SYSTEM TRUST | ||||||||
| 500 GRANT STREET SUITE 625 | PITTSBURGH | PA | 15258 | 276712988 | TRUST | PA | N/A | T |
| ALLINA HEALTH SYSTEM DEFINED BENEFIT MASTER TRUST | ||||||||
| 500 GRANT STREET SUITE 625 | PITTSBURGH | PA | 15258 | 376520273 | TRUST | PA | N/A | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | CHANGE OF OWNERSHIP | ReturnReference |
| Explanation | ON JUNE 6, 2011, ALLINA HEALTH SYSTEM [EIN: 36-3261413], A 501(C)(3) ORGANIZATION, ACQUIRED THE NORTH MEMORIAL HEALTH CARE [EIN: 41-0729979] 50% OWNERSHIP STAKE IN WESTHEALTH, INC. SUCH THAT ALLINA HEALTH SYSTEM ASSUMED TOTAL CONTROL AND BECAME THE SOLE MEMBER ORGANIZATION OF WESTHEALTH, INC. [EIN: 41-1768814]. WESTHEALTH INC. IS WHOLLY OWNED AND CONTROLLED BY ALLINA HEALTH SYSTEM AS OF JUNE 6, 2011. ACCOUNTING STANDARDS CODIFICATION ["ASC"] 805 CONCERNING BUSINESS COMBINATIONS, REQUIRED ALLINA HEALTH SYSTEM TO "MARK-TO-MARKET" WESTHEALTH INC'S ASSETS AND LIABILITIES. AS SUCH, ONE-TIME ADJUSTMENTS WERE MADE ON WESTHEALTH INC'S RESPECTIVE BALANCE SHEET TO REFLECT THE MARK-TO-MARKET OF THE ASSETS AND LIABILITIES AS WELL AS THE RESULTING EFFECT TO THE CUMULATIVE FUND BALANCE. THE CUMULATIVE FUND BALANCE UP TO THE TRANSACTION WAS ALSO ELIMINATED AT THE TIME OF ACQUISITION BY ALLINA HEALTH SYSTEM IN ACCORDANCE WITH THE AFOREMENTIONED ACCOUNTING STANDARD AND GUIDANCE. SINCE THE TIME OF ACQUISITION ON JUNE 6, 2011 BY ALLINA HEALTH SYSTEM, WESTHEALTH INC. HAS CONTINUED TO OPERATE IN ACCORDANCE WITH, AND IN FURTHERANCE OF, WESTHEALTH INC'S AND ALLINA HEALTH SYSTEM'S RESPECTIVE TAX-EXEMPT PURPOSES. | Explanation |
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