WINONA HEALTH SERVICES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINONA HEALTH SERVICES (EIN 41-0713914)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-28
- IRS object ID
- 202622099349300717
- Schema version
- 2024v5.5
- 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 H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-28T10:01:43-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410713914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Ave | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jessica Remington | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5074543650 | PhoneNum |
| Signature | 2026-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2026-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rachelle Heising-Schultz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Ave | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,994,262 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.winonahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Hospital Services | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1037 | TotalEmployeeCnt |
| Total Volunteers | 263 | TotalVolunteersCnt |
| Total Gross UBI | $3,209,133 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $408,897 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,432,718 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,528,930 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $106,129,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $107,708,453 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,234,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,703,909 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$326,728 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $110,470,074 | PYTotalRevenueAmt |
| CY Total Revenue | $111,941,292 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,987 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,624 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $69,500,758 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,940,783 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,442,633 | PYOtherExpensesAmt |
| CY Other Expenses | $52,330,960 | CYOtherExpensesAmt |
| PY Total Expenses | $117,949,378 | PYTotalExpensesAmt |
| CY Total Expenses | $119,314,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,479,304 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,373,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,213,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,251,023 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,196,567 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,541,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,016,672 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,709,685 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To inspire, recognize, and empower the caregiver in all of us. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $101,197,371 | ExpenseAmt |
| Grant | $42,624 | GrantAmt |
| Revenue | $104,499,320 | RevenueAmt |
| Desc | Winona Health Services (WHS), a 49-bed hospital, has provided care to its community and services from birth to death for 125 plus years. It is the sole community provider in the Winona, Minnesota area. In fiscal year 2025, WHS had 1,178 admissions, 175 births, 2,926 inpatient and outpatient surgeries, and 12,257 visits to the emergency room.To fulfill its mission of community service, the Corporation provides care to patients and residents who meet certain criteria under its charity care and community benefit policy without charge or at amounts less than its established rates. Because the Corporation does not pursue collection of amounts determined to qualify as charity care, (Continued on Schedule O)they are not reported as patient and resident service revenue.Charity Care: WHS provides medical care to the community regardless of an individual's ability to pay. In furtherance of its charitable purpose, the Corporation provides a wide variety of benefits to the community. These services and donations account for a measurable portion of the Corporation's costs and serve to promote healthy life styles, community development, health education, and affordable access to care.The Corporation maintains records to identify and monitor the level of community benefit services it provides. Those records include management's estimate of the cost to provide charity care, the cost of services and supplies furnished for community benefit programs and costs in excess of program payments for treating Medical Assistance patients.In addition to community benefit costs, the Corporation provides additional community contributions such as services to Medicare and Medicaid patients below the costs for treatment, other uncompensated care, discounted pricing to the uninsured, and pays taxes and fees. | Desc |
| Total Program Service Expenses | $101,197,371 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1037 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jessica Remington | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Ken Mogren thru Jan | |||||||||
| Chair | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Vaselaar | |||||||||
| Director (Oct-Dec)/Chair (Jan-Sep) | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Todd Paulson | |||||||||
| Vice Chair | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Steve Blue | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Broghammer MD | |||||||||
| Director | 40.00 | 3.00 | Yes (X) | $534,256 | $0 | $97,763 | |||
| E Allen Beguin MD | |||||||||
| Director | 40.00 | 3.00 | Yes (X) | $283,526 | $0 | $62,527 | |||
| Hugh Miller | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Phil Sonnenberg started Jan | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra Burke | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Greg Evans | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas Modjeski MD | |||||||||
| Director | 40.00 | 3.00 | Yes (X) | $263,268 | $0 | $55,449 | |||
| Brian Semling | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Williams | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Dave Gilmer | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Fatima Said | |||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Katrina Hammel MD | |||||||||
| Director | 40.00 | 3.00 | Yes (X) | $347,912 | $0 | $74,850 | |||
| Rachelle Heising-Schultz | |||||||||
| President/CEO/Director | 46.00 | 3.00 | Yes (X) | Yes (X) | $499,825 | $0 | $82,090 | ||
| Jessica Remington | |||||||||
| CFO/Treasurer | 48.00 | 3.00 | Yes (X) | $224,369 | $0 | $31,467 | |||
| Michael Donnenwerth | |||||||||
| Chief Medical Officer | 40.00 | 0.00 | $252,270 | $0 | $59,821 | Yes (X) | |||
| Rebecca Lamberty | |||||||||
| Chief Administrative Offic | 40.00 | 0.00 | $227,213 | $0 | $14,642 | Yes (X) | |||
| Robin Hoeg | |||||||||
| Chief Operating Officer | 40.00 | 0.00 | $228,999 | $0 | $37,198 | Yes (X) | |||
| Sara Gabrick thru Feb | |||||||||
| Chief Nursing Officer | 40.00 | 0.00 | $222,175 | $0 | $38,937 | Yes (X) | |||
| Andrew Millis MD | |||||||||
| Orthopedic Physician | 40.00 | 0.00 | $1,096,041 | $0 | $111,158 | Yes (X) | |||
| Randall Norgard MD | |||||||||
| Orthopedic Physician | 40.00 | 0.00 | $765,825 | $0 | $24,907 | Yes (X) | |||
| Chad Weaver MD | |||||||||
| Dermatologist | 40.00 | 0.00 | $729,975 | $0 | $71,702 | Yes (X) | |||
| George Ripeckyj MD | |||||||||
| Radiologist | 40.00 | 0.00 | $696,029 | $0 | $78,449 | Yes (X) | |||
| Hans Serleth MD | |||||||||
| Surgeon | 40.00 | 0.00 | $517,442 | $0 | $90,391 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,889,125 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $931,351 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 97 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cerner Corp | |||||
| PO Box 959156 | St Louis | MO | 63105 | Services/Contracted | $4,362,157 |
| Staffency | |||||
| 221 W College Ave Floor 2 | Appleton | WI | 54911 | Contract Labor | $1,568,478 |
| Mayo Collaborative | |||||
| PO Box 9146 | Minneapolis | MN | 55480 | Contracted Lab Services | $966,208 |
| American Security LLC | |||||
| 1717 University Ave W | St Paul | MN | 55104 | Security Services | $481,083 |
| Cardinal Health Pharmacy Services LLC | |||||
| 13651 Dublin Court | Stafford | TX | 77477 | Pharmacy Services | $438,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,345,988 | RelatedOrganizationsAmt |
| Government Grants | $182,942 | GovernmentGrantsAmt |
| Noncash Contributions | $7,365 | NoncashContributionsAmt |
| Total Contributions | $1,528,930 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient Service Revenue | 621990 | $86,996,107 | $86,996,107 | |
| Pharmacy Revenue | 456110 | $12,293,118 | $9,359,006 | $2,934,112 |
| Supporting Revenue | 621990 | $4,637,106 | $4,362,085 | $275,021 |
| Purchased Service Revenue | 621990 | $3,634,127 | $3,634,127 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $107,708,453 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,756,879 | TotalRevenueColumnAmt |
| Exclusion | $2,756,879 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $52,970 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$52,970 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$52,970 | TotalRevenueColumnAmt |
| Exclusion | -$52,970 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,941,292 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,499,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,209,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,703,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,624 | TotalAmt |
| Program Services | $42,624 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,539,067 | TotalAmt |
| Program Services | $1,764,953 | ProgramServicesAmt |
| Management And General | $1,774,114 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,579 | TotalAmt |
| Program Services | $178,802 | ProgramServicesAmt |
| Management And General | $156,728 | ManagementAndGeneralAmt |
| Fundraising | $45,049 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,684,556 | TotalAmt |
| Program Services | $45,508,953 | ProgramServicesAmt |
| Management And General | $4,175,603 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,609 | TotalAmt |
| Program Services | $1,269,836 | ProgramServicesAmt |
| Management And General | $84,773 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,530,900 | TotalAmt |
| Program Services | $7,332,549 | ProgramServicesAmt |
| Management And General | $1,198,351 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,451,072 | TotalAmt |
| Program Services | $3,064,824 | ProgramServicesAmt |
| Management And General | $383,967 | ManagementAndGeneralAmt |
| Fundraising | $2,281 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,404 | TotalAmt |
| Management And General | $36,404 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,579 | TotalAmt |
| Management And General | $224,579 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,150 | TotalAmt |
| Management And General | $15,150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,337,379 | TotalAmt |
| Program Services | $10,033,686 | ProgramServicesAmt |
| Management And General | $3,303,693 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,568 | TotalAmt |
| Program Services | $2,720 | ProgramServicesAmt |
| Management And General | $460,848 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,515,006 | TotalAmt |
| Program Services | $2,218,884 | ProgramServicesAmt |
| Management And General | $296,122 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,617,223 | TotalAmt |
| Program Services | $343,160 | ProgramServicesAmt |
| Management And General | $4,274,063 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,621,570 | TotalAmt |
| Program Services | $2,621,570 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,020 | TotalAmt |
| Program Services | $376,637 | ProgramServicesAmt |
| Management And General | $63,383 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,531 | TotalAmt |
| Program Services | $10,531 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,045 | TotalAmt |
| Program Services | $444,675 | ProgramServicesAmt |
| Management And General | $136,370 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,378,258 | TotalAmt |
| Program Services | $4,115,876 | ProgramServicesAmt |
| Management And General | $1,262,382 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,890 | TotalAmt |
| Program Services | $724,754 | ProgramServicesAmt |
| Management And General | $223,136 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical Supplies | $14,026,350 | $14,026,350 |
| Winona Clinic Pharmacy | $5,748,533 | $5,748,533 |
| MN Care Tax | $1,063,717 | $1,063,717 |
| Income Tax Expense | $39,825 | $39,825 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,912 | TotalAmt |
| Program Services | $263,912 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,314,367 | TotalAmt |
| Program Services | $101,197,371 | ProgramServicesAmt |
| Management And General | $18,069,666 | ManagementAndGeneralAmt |
| Fundraising | $47,330 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,173,749 | BOYAmt |
| EOY | $3,813,034 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,326,234 | BOYAmt |
| EOY | $16,525,083 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338,971 | BOYAmt |
| EOY | $3,229,885 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,248 | BOYAmt |
| EOY | $963,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,731,011 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,337,079 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,107,579 | BOYAmt |
| EOY | $28,393,932 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,463,352 | BOYAmt |
| EOY | $23,143,569 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,551,421 | BOYAmt |
| EOY | $2,242,313 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,538 | BOYAmt |
| EOY | $2,014,538 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,279,147 | BOYAmt |
| EOY | $18,925,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,213,239 | BOYAmt |
| EOY | $99,251,023 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,351,502 | BOYAmt |
| EOY | $9,707,821 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $72,500 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,660,514 | BOYAmt |
| EOY | $13,766,128 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,134,551 | BOYAmt |
| EOY | $33,994,889 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,196,567 | BOYAmt |
| EOY | $57,541,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,016,672 | BOYAmt |
| EOY | $41,709,685 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,016,672 | BOYAmt |
| EOY | $41,709,685 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,213,239 | BOYAmt |
| EOY | $99,251,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,373,075 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$933,912 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,820,575 | BeginningYearBalanceAmt |
| Contributions | $144,535 | ContributionsAmt |
| Investment Earnings Or Losses | $3,190,770 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,079,117 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,076,763 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,150,143 | BeginningYearBalanceAmt |
| Contributions | $170,073 | ContributionsAmt |
| Investment Earnings Or Losses | $5,214,334 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,713,975 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,820,575 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,233,445 | BeginningYearBalanceAmt |
| Contributions | $162,293 | ContributionsAmt |
| Investment Earnings Or Losses | $2,948,962 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,194,557 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,150,143 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,478,937 | BeginningYearBalanceAmt |
| Contributions | $1,277,453 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,975,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $547,219 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,233,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,510,634 | BeginningYearBalanceAmt |
| Contributions | $243,094 | ContributionsAmt |
| Investment Earnings Or Losses | $4,075,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,350,710 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,478,937 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94030 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,140,751 | OtherCostOrOtherBasisAmt |
| Book Value | $5,140,751 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,191,471 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,722,342 | DepreciationAmt |
| Book Value | $10,469,129 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,288,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,231,590 | DepreciationAmt |
| Book Value | $8,056,434 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,110,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,383,147 | DepreciationAmt |
| Book Value | $4,727,618 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,393,932 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Affiliated Organizations | $4,664,455 |
| Operating Lease Right of Use Asset | $14,261,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,925,605 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Obligation | $9,934,978 |
| Payable to Affiliated Organizations | $7,348,965 |
| Finance Lease Liability | $2,450,247 |
| Operating Lease Liability | $14,260,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,994,889 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Winona Health Foundation endowments have multiple purposes; all of which deliver on the mission to inspire, recognize and empower the caregiver in all of us. The largest fund is the Ben & Adith Miller Patient Care Fund that pays the medical bills of Winona Health patients/residents who are under or uninsured. Other funds include the Senior Services Fund which is made up of the Glenn Fund for home care/hospice licensure and training, the Hospice Fund for general hospice services, the Alzheimer Fund for Alzheimer-related projects, and funds for unrestricted use by Winona Senior Services. There are also funds for general operating expenses. |
| Part X, Line 2: | The Corporation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Corporation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $326,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $326,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00270 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,282,705 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,940,608 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,342,097 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01120 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,608,705 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,940,608 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,668,097 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01390 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 3214 | PersonsServedCnt |
| Total Community Benefit Expns | $54,295 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $54,295 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 485 | PersonsServedCnt |
| Total Community Benefit Expns | $1,149,080 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,149,080 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00960 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,621,208 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,772,435 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,848,773 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01550 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 7669 | PersonsServedCnt |
| Total Community Benefit Expns | $219,087 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $219,087 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00180 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 11368 | PersonsServedCnt |
| Total Community Benefit Expns | $15,043,670 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,772,435 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,271,235 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02740 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 11368 | PersonsServedCnt |
| Total Community Benefit Expns | $27,652,375 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,713,043 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,939,332 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04130 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 265 | PersonsServedCnt |
| Total Community Benefit Expns | $475 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $475 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 372 | PersonsServedCnt |
| Total Community Benefit Expns | $4,113 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,113 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 136 | PersonsServedCnt |
| Total Community Benefit Expns | $450 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $450 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 261 | PersonsServedCnt |
| Total Community Benefit Expns | $1,600 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,600 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 89 | PersonsServedCnt |
| Total Community Benefit Expns | $4,500 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,500 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 357 | PersonsServedCnt |
| Total Community Benefit Expns | $900 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $900 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1480 | PersonsServedCnt |
| Total Community Benefit Expns | $12,038 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $12,038 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,805,653 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,122,261 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $17,271,777 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $17,723,839 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$452,062 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.winonahealth.org | WebsiteAddressTxt |
| State License | 00701 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | Urgent care & 2 provider based clinics | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 24 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Winona Health Services | Part V, Section B, Line 5: Winona County Health and Human Services is the county's governmental public health authority. During its most recent Community Health Needs Assessment (CHNA), Winona Health did take into account input from individuals and organizations representing the broad interests of the community, including medically underserved, low income, and minority populations.In 2025, Winona Health and Winona County Health & Human Services, the county's governmental public health authority, jointly conducted the CHNA and collaborated throughout survey development, data collection, and prioritization. Input was collected through a countywide mailed survey (1,005 responses), translated surveys for non English speakers (209 responses), and five listening sessions held from July 17, 2025 to July 31, 2025, offered both in person and virtually. These methods enabled broad community participation across all demographics. To ensure representation of medically underserved, minority, immigrant, and low income residents, Winona Health partnered with Project FINE, a nonprofit serving immigrants and refugees. Project FINE translated the CHNA survey into Hmong and Spanish, administered 209 additional surveys, and co hosted two culturally tailored listening sessions. These efforts intentionally captured input from Hmong, Latino, and newcomer communities whose perspectives may not be reflected in traditional data sources. Additional community perspectives were obtained through listening sessions involving representatives from organizations serving vulnerable or underserved groups, including: Winona Community HUB, Winona Community Warming Center, Winona Volunteer Services, Family & Children's Center, Winona County Criminal Justice Coordinating Council, Winona Family YMCA, Winona Friendship Center, Engage Winona, and others. These organizations provided insight on needs related to housing insecurity, food insecurity, mental health, chronic disease, youth risk behaviors, and barriers to careThe CHNA also incorporated community concerns expressed through survey responses and discussions, representing perspectives from residents across income levels, ages, racial/ethnic groups, and living situations. |
| Winona Health Services | Part V, Section B, Line 6b: The assessment was done collaboratively between Winona Health and Winona County Health & Human Services. |
| Winona Health Services | Part V, Section B, Line 11: Winona Health's 2025 Community Health Needs Assessment conducted in tax year 2024, identified four significant community health needs. Based on countywide surveys, translated surveys of Hmong and Spanish speaking residents, secondary data, and five community listening sessions, the following priority needs were determined:1. Creating Access to Care - Residents reported barriers including lack of insurance, inability to obtain timely appointments, transportation challenges, cost of care, and limited access to internet or digital tools needed for virtual care2. Supporting Mental Wellness, Recovery, and Responsible Engagement with Substances - The CHNA found high levels of poor mental health, delays in accessing behavioral health services, stigma, and concerns related to alcohol, nicotine, and substance use. 3. Making the Healthy Choice the Easy Choice - Increasing rates of overweight/obesity, food insecurity, limited access to affordable healthy foods, and barriers to physical activity were identified as priority issues4. Preventing and Managing Chronic Disease - Chronic conditions such as hypertension, diabetes, high cholesterol, and obesity remain prevalent; disparities in preventive screenings were noted, especially among residents whose primary language is not English.Winona Health's 2025 CHNA identified the four priority needs above that the hospital will address. However, several additional needs emerged during the CHNA process that the facility will not directly address because they fall outside the hospital's mission, authority, or resource capacity. These needs are recognized as important; however, they are not addressed directly by Winona Health because they require long term system changes, specialized agencies, or resources outside the hospital's scope. The hospital instead collaborates with appropriate partners while focusing its Implementation Strategy on the four significant needs within its capacity. These needs include: * Housing quality and safety issues, such as mold, radon, lead paint, inadequate heat, and general home repair needs. These issues require housing agencies or environmental health authorities and are outside the scope of hospital operations. * Economic and social service needs, including the need for rental assistance, utility shutoff prevention, income support, and employment services. These needs are more appropriately addressed by community organizations and county/state human services programs * Transportation needs unrelated to medical care, such as transportation for shopping, work, or daily living activities. While medical related transportation is partially supported by partners, Winona Health is not positioned to lead non medical transportation programs. * Public safety, discrimination, and legal needs, including concerns about violence, harassment, interactions with law enforcement, or discrimination based on age, race, gender, or language. These require legal, judicial, or public safety systems rather than healthcare interventions. * Community infrastructure and recreation needs, such as expanding bike paths, recreational facilities, or large scale environmental improvements. These fall under city, county, or state planning and are beyond the hospital's ability to implement. Winona Health took the following key actions during the current tax year to address the priority needs identified in its most recent CHNA:Expanded access to care through financial assistance via the Ben & Adith Miller Patient Care Fund, MNsure navigator services for insurance enrollment, and continued operation of School Based Health Clinics providing medical care regardless of ability to pay. Strengthened mental health and substance use support by continuing the Intensive Outpatient Program (IOP), providing a Community Mental Health Navigator, and offering on site school based mental health counseling. Promoted healthy behaviors through partnership with the Statewide Health Improvement Partnership (SHIP), operating the Winona Community HUB to deliver health education and resource coordination, and supporting access to preventive services in school clinics.Advanced chronic disease prevention and management through preventive screening promotion, Intensive Behavioral Therapy for weight management, and Community HUB support connecting residents to primary care and self management resources. |
| Winona Health Services | Part V, Section B, Line 13h: Amount generally billed (AGB) will not be more than the amount generally billed to individuals with insurance. Winona Health has chosen to calculate the AGB annually using a look-back method based on the previous fiscal year's (October to September) contractual rates for Medicare and all private health insurers, divided by total gross revenue. The calculations for the AGB rate through 10/31/26 will be a 28.8% (percent) discount to the charges billed to patients eligible for financial assistance based on Winona Health's Fiscal Year 2025. |
| Schedule H, Part V, Line 7 and 10: | https://www.winonahealth.org/wp-content/uploads/2025/09/2025-CHNA-Report-and-Appendices.pdfhttps://www.winonahealth.org/wp-content/uploads/2025/12/WC-CHNA-Implementation-Plan-2025.pdf |
| Schedule H, Part V, Line 16a-c: | https://www.winonahealth.org/wp-content/uploads/2025/06/WH-028-Financial-Assistance-and-Payment-Rev.-11-2024-signed.pdfhttps://www.winonahealth.org/wp-content/uploads/2990A-Financial-Assistance-Application-031423.pdfhttps://www.winonahealth.org/patients-and-visitors/patients/billing-insurance/financial-assistance-program/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Winona Home Medical | ||||
| 930 Parks Avenue | Winona | MN | 55987 | Durable Medical Equipment |
| 2 - Winona Health Rehabilitation Services | ||||
| 902 Parks Avenue | Winona | MN | 55987 | Rehabilitation Services (2nd floor of the Winona Family YMCA) |
| 3 - Winona Health Rushford Clinic | ||||
| 109 W Jessie St | Rushford | MN | 55971 | Clinic |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 6a: | The community benefit report is included in the annual report which is posted on the Winona Health website: https://www.winonahealth.org/. |
| Part I, Line 7: | Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid on line 7b and subsidized health services line 7g was calculated using the costing methods to prepare the cost reports. Line 7e Community health improvement services, line 7f health professions education, and line 7i cash and in-kind donations were actual expenses compiled using the expenses tracked and compiled by Winona Health staff. |
| Part II, Community Building Activities: | Winona Health supports community building activities in a variety of ways. Whether via community boards, mental health coalitions, community support activities, or wellbeing collaboratives, Winona Health operates as a cornerstone of the community. Winona Health is one of the largest employers in the area, and operates as a trusted resource in the community. As a result, leadership and caregivers are often tapped to lead and participate in activities that advance the health of our community and create a place where all people can thrive. Winona Health supports and encourages these activities, and provides resources as able. This all aligns with Winona Health's mission of "inspiring, recognizing, and empowering the caregiver in all of us." |
| Part III, Line 2: | The corporation determines its estimate of implicit price concessions based on its historical collection experience with each class of patients and residents. |
| Part III, Line 3: | WHS estimates that 40% of implicit price concession accounts would likely qualify for the Organization's charity care guidelines if the patient would have been identified and followed through on the application process. This percentage is based on historical knowledge of those who were provided applications and those who completed and submitted application to qualify. |
| Part III, Line 4: | The footnote to the organization's financial statements that describes implicit price concessions is located on page 13-14 of the attached financial statements. |
| Part III, Line 8: | WHS provides services to patients under the Medicare program knowing they will not recover all the costs associated with providing these services. Providing these services is essential to these patients and the community and increases their access to healthcare services. Therefore, the entire Medicare shortfall is considered a community benefit. The Organization reported only those allowable costs and Medicare reimbursements reported in the Medicare cost report for the year.Total revenue received from Medicare is the gross reimbursement plus settlement. Both total revenue received from Medicare and the Medicare allowable costs are reported from the Medicare Cost Report. The Medicare Cost Report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services.Hospital services reimbursed on a fee schedule are not included in the Medicare calculation per the 990 instructions. Had this been reported the Hospital would have a greater loss from Medicare services of $774,963.Medicare fee schedule revenue $550,291Medicare estimated costs of care relating to payments $1,325,255Net (Shortage) ($774,963) |
| Part III, Line 9b: | In keeping with the mission, vision and values of Winona Health Services, our Organization is committed to giving a patient every opportunity to pay their medical debt in full or to make arrangements based on organizational policy. When a patient is in the process of applying for financial assistance, whether charity care or an interest free payment plan, there will be no collection efforts. Collection efforts include phone contacts, letters, patient interviews and filing a judgement against the patient and potential garnishment of wages. After a determination of financial assistance, any personal portion due follows the same collection procedures as other accounts. Accounts will be recalled from collection if an application is completed within 240 days of the date of the first invoice. |
| Part VI, Line 2: | Winona Health Services (WHS) uses a variety of methods to listen to its customers, and the methodologies vary by customer groups. WHS uses point of care feedback comment cards, focus groups, advisory committees comprised of community individuals, and web and consumer newsletter surveys to capture feedback from patients/residents and community. Immediate feedback is obtained from patients/residents and community through pre- and post-service calls, rounding, and informal surveys. WHS also works with local non-profit organizations gathering feedback from local agencies and their boards to ensure community needs are being met. |
| Part VI, Line 3: | WHS places pamphlets that contain information about our charity care programs and policies throughout the Organization, including all patient access areas. In addition, information can be found on our statement, website or by calling the WHS business office either locally or toll-free. WHS also has a plain language brochure which explains options for financial assistance, charity care, government program assistance, and our uninsured discount program. In addition, the WHS social services department may meet with in-house or recently discharged patients to go over all the payment options which include charity care, governmental programs, or other alternative payment options. WHS works with the county to help initiate a screening process for applying for governmental programs by offering the patients an opportunity to lock in an effective date for those programs if subsequently found eligible. WHS also is contracted with MNSure and has Certified Application Counselors onsite to assist patients in applying for insurance coverage through the State run exchange. |
| Part VI, Line 4: | WHS defines its primary service area as the zip code of Winona and the immediate surrounding area with a population base of approximately 35,000 residents. Its secondary service area encompasses a 20-mile radius from Winona representing another 12,000 residents. WHS is located between two large, well-known tertiary health care centers, Mayo Clinic and Emplify Health. WHS has focused on fulfilling its community need: a full primary care facility. WHS defines itself as a primary care health system and provides its patients and residents connections to tertiary level services to meet their needs regionally or nationally, as the patient chooses. In 2020, Winona had a median household income of $60,020 and 11% of persons were below the poverty level. The majority of our patients live in Winona which has a population of over 26,772 people. Approximately 18.1% of our patients are uninsured and/or Medicaid recipients. |
| Part VI, Line 5: | As the sole community hospital, WHS offers emergency and urgent care, primary care for all ages, surgical and specialty care, inpatient care, and senior services. Our Board is comprised of physicians and primarily community members. The Board and medical staff are involved in our strategic planning which focuses on the health of our community members. As an integrated rural healthcare system, WHS continues to thrive because of its ongoing commitment to its mission: To inspire, recognize, and empower the caregiver in all of us. WHS' services address the spectrum of the community's primary healthcare needs from birth through end-of-life. To meet the needs of our community, services include a 49-bed acute care hospital, emergency department, urgent care, multispecialty clinic, outpatient diagnostic center, ambulance services, 80-bed skilled nursing facility, and two memory care residences. Additionally, WHS has a hospice program to assist in management of patient care in the community. WHS also operates a 53-unit assisted living residence in Winona, an onsite retail pharmacy, rehabilitation services (housed in the Winona Family YMCA adjacent to the hospital campus), and a satellite primary care clinic in the community of Rushford. WHS continues to be one of the city's largest employers, and benefits from the efforts of over 200 community volunteers. Because of WHS' non-profit status, excess funds are reinvested and used for patient care and facility upgrades to continue supporting our community and mission.To meet the needs of our community, the Hospital extends privileges to medical staff that are qualified through licensure in the state of Minnesota. In a normal year, staff actively participate in several on-site and off-site health fairs offering free blood pressure checks, glucose screenings and expertise on health questions, as well as offering free community health talks for community members on certain health topics.Additional programs that benefit the community include:Health Professional Training: WHS works closely with nurse and health professional education programs at Winona State University, St. Mary's University, Viterbo College, and Minnesota State College Southeast, in addition to several others regional universities and technical schools. Along with training nursing students on site, WHS also offers training and internship opportunities for other students going into fields of athletic training, social work, dietetics, lab, radiology, physical therapy, respiratory therapy and health care administration. Shadowing opportunities have also been made available for high school students who are interested in health care careers. WHS also hosts medical students, as part of their medical residencies, who are interested in working in a rural community.Preventive Care: WHS encourages preventive care through a number of resources. My Winona Health is a free web-tool that allows patients to have access to their Winona Health Services records anytime, anywhere with an internet connection. Patients can document their health history, access information on their acute and chronic conditions, receive lab and imaging test results, and track on preventative services. Winona Health Services offers a number of educational opportunities for the community, from CPR classes to free or low-cost screenings. Community Health Talks provide individuals with educational information on a variety of health topics and are free throughout the year. The Winona Health Services Occupational Health department presents various preventive programs geared toward business leaders and HR professionals. The staff also participates in many community collaborative healthcare events.Employee Health: The Healthy U Program is WHS' workplace wellbeing program that is designed to support and encourage caregivers and their families to live a life of wellbeing. The program reinforces the emphasis on prevention, mental health and weight management, and provides support and resources. Additionally, WHS caregivers and their families are able to support their healthy habits through a subsidy to the Winona Family YMCA.Emergency Care: WHS provides 24-hour-a-day, 365-days-per-year emergency care to the community. It employs full-time physicians and several mid-level providers as the service continues to grow. Winona Health Services has excellent relations with neighboring tertiary facilities and transports patients as needed to La Crosse and Rochester.Community Relations & Education: Caregivers actively participate in several on-site and off-site health promotion activities. Examples of this include, but not limited to, offering blood pressure screenings, providing a free skin cancer screening day where community members had the opportunity to schedule a screening with a provider in our dermatology department, having dietitians go to local schools and offer nutrition education to students, as well as offering a variety of other free community health talks and health education for community members. WHS employees are also involved in several non-profit committees, donating their time to support our community. Additional regular community education programming includes free or reduced-fee classes on childbirth and parenting, support groups for breastfeeding, cardio-pulmonary resuscitation, first aid, and smoking cessation. WHS volunteers offer free healthcare directives educational sessions throughout the year. |
| Part VI, Line 7, Reports Filed With States | MN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Minnesota State College Southeast Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 Homer RD | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559876829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 411540247 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Support Low-Income Students Tuition Fees | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Millis MD | ||||||||||||||
| Orthopedic Physician | $752,924 | $0 | $343,117 | $0 | $0 | $0 | $85,261 | $0 | $25,927 | $0 | $1,207,229 | $0 | $0 | $0 |
| Chad Weaver MD | ||||||||||||||
| Dermatologist | $580,246 | $0 | $149,729 | $0 | $0 | $0 | $71,102 | $0 | $2,450 | $0 | $803,527 | $0 | $0 | $0 |
| Randall Norgard MD | ||||||||||||||
| Orthopedic Physician | $765,825 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,907 | $0 | $790,732 | $0 | $0 | $0 |
| George Ripeckyj MD | ||||||||||||||
| Radiologist | $619,961 | $0 | $76,068 | $0 | $0 | $0 | $73,970 | $0 | $6,575 | $0 | $776,574 | $0 | $0 | $0 |
| Matthew Broghammer MD | ||||||||||||||
| Director | $511,511 | $0 | $22,745 | $0 | $0 | $0 | $58,306 | $0 | $39,487 | $0 | $632,049 | $0 | $0 | $0 |
| Hans Serleth MD | ||||||||||||||
| Surgeon | $476,026 | $0 | $41,416 | $0 | $0 | $0 | $55,352 | $0 | $35,069 | $0 | $607,863 | $0 | $0 | $0 |
| Rachelle Heising-Schultz | ||||||||||||||
| President/CEO/Director | $476,825 | $0 | $23,000 | $0 | $0 | $0 | $20,700 | $0 | $61,390 | $0 | $581,915 | $0 | $0 | $0 |
| Katrina Hammel MD | ||||||||||||||
| Director | $347,912 | $0 | $0 | $0 | $0 | $0 | $35,973 | $0 | $40,476 | $0 | $424,361 | $0 | $0 | $0 |
| E Allen Beguin MD | ||||||||||||||
| Director | $269,328 | $0 | $14,198 | $0 | $0 | $0 | $25,200 | $0 | $38,628 | $0 | $347,354 | $0 | $0 | $0 |
| Nicholas Modjeski MD | ||||||||||||||
| Director | $263,070 | $0 | $198 | $0 | $0 | $0 | $24,123 | $0 | $31,356 | $0 | $318,747 | $0 | $0 | $0 |
| Michael Donnenwerth | ||||||||||||||
| Chief Medical Officer | $242,150 | $0 | $10,120 | $0 | $0 | $0 | $22,954 | $0 | $38,057 | $0 | $313,281 | $0 | $0 | $0 |
| Robin Hoeg | ||||||||||||||
| Chief Operating Officer | $220,816 | $0 | $8,183 | $0 | $0 | $0 | $13,521 | $0 | $23,707 | $0 | $266,227 | $0 | $0 | $0 |
| Sara Gabrick thru Feb | ||||||||||||||
| Chief Nursing Officer | $215,298 | $0 | $6,877 | $0 | $0 | $0 | $13,208 | $0 | $25,760 | $0 | $261,143 | $0 | $0 | $0 |
| Jessica Remington | ||||||||||||||
| CFO/Treasurer | $216,103 | $0 | $8,266 | $0 | $0 | $0 | $7,208 | $0 | $25,339 | $0 | $256,916 | $0 | $0 | $0 |
| Rebecca Lamberty | ||||||||||||||
| Chief Administrative Offic | $204,327 | $0 | $22,886 | $0 | $0 | $0 | $12,330 | $0 | $2,342 | $0 | $241,885 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | The following individuals received employer contributions to a supplemental non-qualified retirement plan, which is available to executive, physicians, and mid-level providers as determined by the Board of Directors. It is funded by employer contributions, and employees are vested within five years. An alternative plan is available which is funded by employee contributions and not subject to forfeiture. CY2024 Matthew Broghammer, MD $27,256 Katrina Hammel, MD $4,923 Andrew Millis, MD $54,211 George Ripeckyj, MD $42,920 Hans Serleth, MD $24,302 Chad Weaver, MD $40,052 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Krista Brand | |||
| Daughter of COO | $111,679 | Employee compensation & benefits | 0 |
| Courtney Wieser | |||
| Daughter of COO | $41,927 | Employee compensation & benefits | 0 |
| Joy Boldt | |||
| Sister of COO | $67,579 | Employee compensation & benefits | 0 |
| Kelly Filzen | |||
| Daughter of CEO | $69,296 | Employee compensation & benefits | 0 |
| Kris Walters | |||
| Sister of COO | $45,049 | Employee compensation & benefits | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee has the authority to act on behalf of the governing board in between board meetings. The Executive Committee consists of the Board Chair, Board Vice Chair, the chair of each Standing Committee, the President/CEO of the organization, and one at-large board member. |
| Form 990, Part VI, Section A, line 2 | The following individuals have business relationships: Hugh Miller and Todd Paulson Matthew Broghammer, Nicholas Modjeski and E. Allen Beguin Fatima Said and David Vaselaar |
| Form 990, Part VI, Section B, line 11b | The return is reviewed initially by the CFO and CEO. It is then reviewed by the Executive Committee before it is filed. In addition, the Form 990 is available to the full governing board prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy that covers senior leaders, directors, officers, and board committee members is reviewed annually. If there are any reportable items are disclosed, the CEO reviews any disclosures for potential conflicts. Any conflicts are brought to the Board for discussion. If a board member has a potential conflict, they must abstain from voting. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee has a process in place for determining annual compensation for the CEO based on results of a compensation study, which is completed by an independent consultant every 3 years. An annual review is conducted and documented, with final decisions made by the full board. The same consultant provides market reviews and recommendations for the senior leadership team. This is reviewed by the executive compensation committee; however, the CEO is responsible for adjustments made for this team. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available upon request. The financial statements are also attached to the Form 990. |
| Form 990, Part IX, line 11g | Collection Agency Fees: Program service expenses 284,269. Management and general expenses 0. Fundraising expenses 0. Total expenses 284,269. Consulting Fees: Program service expenses 33,003. Management and general expenses 429,753. Fundraising expenses 0. Total expenses 462,756. Contracted Physician Fees: Program service expenses 2,198,901. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,198,901. Contracted Services: Program service expenses 5,265,784. Management and general expenses 2,864,091. Fundraising expenses 0. Total expenses 8,129,875. Provider Recruiting: Program service expenses 306,344. Management and general expenses 0. Fundraising expenses 0. Total expenses 306,344. Repair and Maintenance: Program service expenses 1,405,358. Management and general expenses 9,849. Fundraising expenses 0. Total expenses 1,415,207. Purchased Services: Program service expenses 540,027. Management and general expenses 0. Fundraising expenses 0. Total expenses 540,027. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Winona Senior Services Inc | ||||||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411936536 | Long-term care | MN | 501(c)(3) | Line 3 | Winona Health Services | Yes (1) |
| Winona Health Foundation | ||||||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411879744 | Fundraising | MN | 501(c)(3) | Line 7 | Winona Health Services | Yes (1) |
| Winona Area Ambulance Service | ||||||||||
| 370 West 2nd Street Suite 300 | Winona | MN | 55987 | 411845488 | Emergency services | MN | 501(c)(3) | Line 3 | Winona Health Services | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Winona Senior Services Inc | ||
| O | $156,682 | Due to/from net change in balance |
| Winona Senior Services Inc | ||
| S | $14,852,275 | Due to/from net change in balance |
| Winona Senior Services Inc | ||
| R | $15,121,902 | Due to/from net change in balance |
| Winona Health Foundation | ||
| O | $221,323 | Due to/from net change in balance |
| Winona Health Foundation | ||
| C | $1,345,988 | Due to/from net change in balance |
| Winona Health Foundation | ||
| R | $81,268 | Due to/from net change in balance |
| Winona Area Ambulance Service | ||
| R | $182,193 | Due to/from net change in balance |
| Winona Area Ambulance Service | ||
| S | $298,825 | Due to/from net change in balance |
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