TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) THOMAS BRINSKO...................................................................... DIRECTOR & CHAIR	0.30 .................	X	X	0	0
(2) BILL DOHERTY PHD...................................................................... DIRECTOR	0.30 .................	X		0	0
(3) JOHN FINNEGAN JR PHD...................................................................... DIRECTOR	0.30 .................	X		0	0
(4) BOB KNOPP MD...................................................................... DIRECTOR	0.30 .................	X		0	0
(5) MARK ROSENBERG...................................................................... DIRECTOR	0.30 .................	X		0	0
(6) DENIS CLOHISY MD...................................................................... DIRECTOR	0.30 .................	X		0	0
(7) DAVID LAGERSTROM...................................................................... DIRECTOR	0.30 .................	X		0	0
(8) BETHEL M AVERBECK MD...................................................................... DIRECTOR	0.50 ................. 59.50	X		569,612	105,259
(9) CURTIS BOEHM MD...................................................................... DIRECTOR	0.50 ................. 39.50	X		479,525	34,365
(10) DAVID A DZIUK...................................................................... DIRECTOR & CFO	0.50 ................. 54.50	X	X	678,446	237,019
(11) CHARLES FAZIO MD...................................................................... DIRECTOR & VICE CHAIR	0.50 ................. 52.50	X	X	662,008	122,786
(12) BRET HAAKE MD...................................................................... DIRECTOR	0.50 ................. 39.50	X		614,583	84,215
(13) MEGAN M REMARK...................................................................... DIRECTOR	0.50 ................. 49.50	X		736,612	195,456
(14) JOHN T SCHOUSBOE MD...................................................................... DIRECTOR	0.50 ................. 59.50	X		267,560	51,928
(15) CARA HULL...................................................................... DIRECTOR	0.50 ................. 39.50	X		465,615	38,568
(16) NICO PRONK PHD...................................................................... DIRECTOR & PRESIDENT	50.00 ................. 7.00	X	X	428,815	101,922
(17) BARBARA E TRETHEWAY...................................................................... BRD SCTRY - GNRL COUNSEL	0.50 ................. 54.50		X	1,850,381	219,600

(A) Name and business address	(B) Description of services	(C) Compensation
GROUP HEALTH PLAN INC 8170 33RD AVE SOUTH MINNEAPOLIS,MN55440	STAFFING	23,973,416
PARK NICOLLET CLINIC 3800 PARK NICOLLET BLVD ST LOUIS PARK,MN55416	CONTINUING EDUC. PROF. SVCS.	8,702,255
KAISER FOUNDATION RESEARCH INSTITUTE 1800 HARRISON ST 16TH FLOOR OAKLAND,CA946123433	SUB CONTRACTOR	658,353
UNIVERSITY OF MN BUSINESS OFFICE 1300 S 2ND ST MINNEAPOLIS,MN55454	CONSULTING	431,636
ESSENTIA HEALTH CONSULTING 502 E 2ND ST DULUTH,MN558051984	CONSULTING	363,860
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 17

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................3

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) GROUP HEALTH PLAN INC	410797853	3	Yes		0	0
(B) REGIONS HOSPITAL	410956618	3	Yes		0	0
(C) HEALTHPARTNERS INC	411693838	10	Yes		0	0
Total 3					0	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Yes

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Yes

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Yes

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
FORM 990, SCHEDULE A, PART I, LINE 11(G), COLUMN (V)	NO DIRECT MONETARY SUPPORT IS INDICATED FROM HEALTHPARTNERS INSTITUTE (INSTITUTE) TO ITS SUPPORTED ORGANIZATIONS: HOWEVER, THE INSTITUTE PERFORMS SERVICES WHICH ITS SUPPORTED ORGANIZATIONS WOULD OTHERWISE PERFORM ON THEIR OWN. THE NATURE OF THESE SERVICES, AND THE RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS IS DESCRIBED IN SCHEDULE O "FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS."
PART IV, SECTION A, LINE 3B:	THE INSTITUTE SUPPORTED ORGANIZATIONS THAT ARE 501 (C) (4) ORGANIZATIONS ARE REQUIRED TO BE A NON-PROFIT CORPORATION UNDER MINNESOTA LAW. THE STATE OF MINNESOTA MONITORS THE PUBLIC BENEFIT OF THESE ORGANIZATIONS ANNUALLY TO ENSURE THAT THEY MEET STATE AND FEDERAL REQUIREMENTS AND ANNUALLY HEALTHPARTNERS, INC. PROVIDES SUPPORT THAT IT MEETS THE REQUIREMENT OF 509(A)(2).
PART IV, SECTION A, LINE 3C:	NO DIRECT MONETARY SUPPORT IS INDICATED FROM THE INSTITUTE TO ITS SUPPORTED ORGANIZATIONS: HOWEVER, THE INSTITUTE PERFORMS SERVICES WHICH ITS SUPPORTED ORGANIZATION WOULD OTHERWISE PERFORM ON THEIR OWN. THE NATURE OF THESE SERVICES, AND THE RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS IS DESCRIBED IN SCHEDULE O "FORM 990, PART III, LINE 4A EXEMPT PURPOSE AND ACHIEVEMENTS."

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization HEALTHPARTNERS INSTITUTE FKA HEALTHPARTNERS RESEARCH & EDUCATION

Part I	Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization HEALTHPARTNERS INSTITUTE FKA HEALTHPARTNERS RESEARCH & EDUCATION		Employer identification number 41-1670163

Part II	Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization HEALTHPARTNERS INSTITUTE FKA HEALTHPARTNERS RESEARCH & EDUCATION			Employer identification number 41-1670163
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2018

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................
c	Total lobbying expenditures (add lines 1a and 1b) ...................................................................
d	Other exempt purpose expenditures ........................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2018

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART II-B, LINE 1:	HEALTHPARTNERS INSTITUTE PAYS FOR CERTAIN CORPORATE PROFESSIONAL ASSOCIATION MEMBERSHIPS. A PORTION OF SUCH MEMBERSHIP DUES POTENTIALLY COULD BE USED BY THE PROFESSIONAL ASSOCIATIONS FOR LOBBYING ACTIVITIES.

Schedule C (Form 990 or 990EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	2,266,799	630,205	1,636,594
d	Equipment ....	4,198,682	2,344,406	1,854,276
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,490,870

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART X, LINE 2:

HEALTHPARTNERS INSTITUTE (INSTITUTE) AUDITED FINANCIAL STATEMENT INCLUDES THE FOLLOWING AS FOOTNOTE 1(Q): THE INSTITUTE'S ACCOUNTING POLICY PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. SIMCARE HEALTH, LLC IS TREATED AS A PARTNERSHIP FOR FEDERAL AND STATE INCOME TAX PURPOSES. SIMILAR TO A PARTNERSHIP THE PROPORTIONATE SHARE OF NET INCOME AND OR LOSSES IS PASSED THROUGH TO ITS MEMBERS ON ITS TAX RETURN; THEREFORE, THE ENTITY PAYS NO FEDERAL OF STATE INCOME TAXES. THE INSTITUTE RECORDED NO LIABILITIES AT DECEMBER 31, 2018 OR 2017 FOR UNRECOGNIZED TAX BENEFITS.

Schedule D (Form 990) 2018

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number
41-1670163

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AMERY REGIONAL MEDICAL CENTER 8170 33RD AVE S BLOOMINGTON,MN55440	39-0908320	501(C)(3)	20,163	PROGRAM SUPPORT
(2) GROUP HEALTH PLAN INC 8170 33RD AVE S BLOOMINGTON,MN55440	41-0797853	501(C)(3)	102,696	PROGRAM SUPPORT
(3) PARK NICOLLET METHODIST HOSPITAL 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55416	41-0132080	501(C)(3)	98,098	PROGRAM SUPPORT
(4) WESTFIELDS HOSPITAL 8170 33RD AVE S BLOOMINGTON,MN55440	39-0808442	501(C)(3)	26,341	PROGRAM SUPPORT
(5) INSTITUTE FOR CLINICAL SYSTEMS IMPROVEMENT 8170 33RD AVE S BLOOMINGTON,MN55440	41-1782168	501(C)(3)	127,174	PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	HEALTHPARTNERS INSTITUTE, INC.(HPI) MANAGEMENT STAFF REVIEW THE MISSION AND PURPOSE OF POTENTIAL GRANTEE ORGANIZATIONS TO ASSURE CONSISTENCY WITH HPI'S MISSION AND PURPOSE. AMOUNTS SUBSEQUENTLY GRANTED ARE SUBJECT TO HPI'S FORMAL SPENDING APPROVAL AND DOCUMENTATION PROCESS BASED ON AMOUNT OF THE EXPENDITURE.

Schedule I (Form 990) 2018

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

Yes

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1BETHEL M AVERBECK MD DIRECTOR	(i) (ii)	0 ------------- 481,230	0 ------------- 83,600	0 ------------- 4,782	0 ------------- 69,603	0 ------------- 35,656	0 ------------- 674,871	0 ------------- 0
2CURTIS BOEHM MD DIRECTOR	(i) (ii)	0 ------------- 299,112	0 ------------- 73,810	0 ------------- 106,603	0 ------------- 12,023	0 ------------- 22,342	0 ------------- 513,890	0 ------------- 54,727
3DAVID A DZIUK DIRECTOR & CFO	(i) (ii)	0 ------------- 461,334	0 ------------- 157,584	0 ------------- 59,528	0 ------------- 199,785	0 ------------- 37,234	0 ------------- 915,465	0 ------------- 47,394
4CHARLES FAZIO MD DIRECTOR & VICE CHAIR	(i) (ii)	0 ------------- 370,968	0 ------------- 132,826	0 ------------- 158,214	0 ------------- 86,800	0 ------------- 35,986	0 ------------- 784,794	0 ------------- 129,012
5BRET HAAKE MD DIRECTOR	(i) (ii)	0 ------------- 482,714	0 ------------- 122,434	0 ------------- 9,435	0 ------------- 49,631	0 ------------- 34,584	0 ------------- 698,798	0 ------------- 0
6MEGAN M REMARK DIRECTOR	(i) (ii)	0 ------------- 515,709	0 ------------- 161,965	0 ------------- 58,938	0 ------------- 158,389	0 ------------- 37,067	0 ------------- 932,068	0 ------------- 28,720
7JOHN T SCHOUSBOE MD DIRECTOR	(i) (ii)	0 ------------- 260,110	0 ------------- 0	0 ------------- 7,450	0 ------------- 24,943	0 ------------- 26,985	0 ------------- 319,488	0 ------------- 0
8CARA HULL DIRECTOR	(i) (ii)	0 ------------- 325,878	0 ------------- 83,589	0 ------------- 56,148	0 ------------- 20,625	0 ------------- 17,943	0 ------------- 504,183	0 ------------- 33,556
9NICO PRONK PHD DIRECTOR & PRESIDENT	(i) (ii)	0 ------------- 336,127	0 ------------- 84,420	0 ------------- 8,268	0 ------------- 68,233	0 ------------- 33,689	0 ------------- 530,737	0 ------------- 0
10BARBARA E TRETHEWAY BRD SCTRY - GNRL COUNSEL	(i) (ii)	0 ------------- 537,528	0 ------------- 176,535	0 ------------- 1,136,318	0 ------------- 177,613	0 ------------- 41,987	0 ------------- 2,069,981	0 ------------- 1,110,660
11TODD HOFHEINS EXECUTIVE VICE PRESIDENT AND CFO	(i) (ii)	0 ------------- 692,308	0 ------------- 100,000	0 ------------- 79,492	0 ------------- 114,885	0 ------------- 26,469	0 ------------- 1,013,154	0 ------------- 0
12FELIX ANKEL MD FORMER EXECUTIVE DIRECTOR, EDUCAT	(i) (ii)	0 ------------- 403,080	0 ------------- 103,708	0 ------------- 41,133	0 ------------- 62,444	0 ------------- 35,341	0 ------------- 645,706	0 ------------- 29,411
13ANDREW NELSON FORMER EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 144,270	0 ------------- 0	0 ------------- 11,304	0 ------------- 8,069	0 ------------- 27,862	0 ------------- 191,505	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	THE INSTITUTE HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY GHI OR PARK NICOLLET HEALTH SERVICES, RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
PART I, LINE 4B	DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: DAVID A. DZIUK 44,618 CHARLES FAZIO, MD 37,619 MEGAN M. REMARK 30,329 BARBARA E. TRETHEWAY 31,694 TODD HOFHEINS 55,462 CURT BOEHM 12,023
PART I, LINE 6	ALL HEALTHPARTNERS INSTITUTE OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES ARE EMPLOYED BY GROUP HEALTH PLAN, INC. (GHI) OR PARK NICOLLET HEALTH SERVICES (PNHS), BOTH RELATED ORGANIZATIONS OF THE INSTITUTE. COMPENSATION REPORTED IN FORM 990, PART VII INCLUDES ANY COMPENSATION DERIVED FROM GHI'S OR PNHS' MANAGEMENT INCENTIVE PROGRAM, WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAM IS A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE MANAGEMENT INCENTIVE PROGRAM'S REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE BUT ARE NOT LIMITED TO PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, EMPLOYEE AND/OR LEADERSHIP DEVELOPMENT, CARE DELIVERY, PATIENT EDUCATION, SIX AIMS, MARKET SHARE, STRATEGIC CAPABILITIES, FINANCIAL PERFORMANCE (NET MARGIN), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A NET MARGIN THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
FORM 990, SCH. J, PART II - PRIOR REPORTED COMPENSATION	COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS AND OFFICERS: DAVID A. DZIUK $ 47,394 CHARLES FAZIO, MD $ 129,012 MEGAN M. REMARK $ 28,720 BARBARA E. TRETHEWAY $ 1,110,660 CARA HULL $ 33,556 FELIX ANKEL $ 29,411 CURT BOEHM $ 54,727 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

Schedule J (Form 990) 2018

Additional Data

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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Return Reference	Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	I. CORPORATE STRUCTURE, PURPOSE, GOVERNANCE HEALTHPARTNERS INSTITUTE (THE INSTITUTE IS A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND IS PART OF THE HEALTHPARTNERS ORGANIZATION ("HEALTHPARTNERS"). FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION, AND IS THE LARGEST CONSUMER-GOVERNED NONPROFIT HEALTH CARE ORGANIZATION IN THE COUNTRY. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTH CARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND MAINTAINING AFFORDABILITY. HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS WITH HEALTH CARE ACTIVITIES PRIMARILY OPERATING IN MINNESOTA, WESTERN WISCONSIN AND EXPANDING INTO OTHER MIDWESTERN STATES. HEALTHPARTNERS PROVIDES A FULL RANGE OF HEALTH CARE DELIVERY AND HEALTH PLAN SERVICES INCLUDING INSURANCE, PATIENT CARE, ADMINISTRATION AND HEALTH AND WELL-BEING PROGRAMS. HEALTHPARTNERS HEALTH PLANS SERVE MORE THAN 1.8 MILLION MEDICAL AND DENTAL MEMBERS NATIONWIDE. HEALTHPARTNERS MEDICAL CARE SYSTEM INCLUDES MORE THAN 1,800 PHYSICIANS AND DENTISTS, SEVEN OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 100 OWNED AND LEASED PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND 25 DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN. HEALTHPARTNERS ALSO CONTRACTS WITH OTHER PRIMARY AND SPECIALTY MEDICAL FACILITIES AND DENTAL FACILITIES, PHYSICIAN GROUPS, HOSPITALS AND RELATED HEALTHCARE PROVIDERS LOCATED PRIMARILY IN MINNESOTA, WESTERN WISCONSIN AND EXPANDING INTO OTHER MIDWESTERN STATES. HEALTHPARTNERS ALSO PROVIDES MEDICAL EDUCATION AND TRAINING TO MEDICAL PROFESSIONALS AND CONDUCTS RESEARCH AND FUNDRAISING ACTIVITIES THAT SUPPORT THE HEALTH CARE DELIVERY SYSTEM. A COMPLETE LISTING OF ALL ORGANIZATIONS WITHIN HEALTHPARTNERS, AND THE RELATIONSHIP BETWEEN THEM, CAN BE FOUND ON SCHEDULE R WITHIN THIS 990 RETURN. DETAILED INFORMATION ABOUT THE COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF EACH TAX-EXEMPT ORGANIZATION CAN BE FOUND IN THE INDIVIDUAL FORM 990 RETURN FOR THAT ORGANIZATION. HEALTHPARTNERS IS DRIVING CHANGE THAT HELPS OUR MEMBERS AND PATIENTS LIVE HEALTHIER LIVES. HEALTHPARTNERS COLLABORATES WITH OTHER PLANS, CARE PROVIDERS AND OTHER COMMUNITY AND BUSINESS ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND SHARE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY, AND COLLABORATE IN IMPROVEMENTS THAT SUPPORT THE TRIPLE AIM. AMONG HEALTHPARTNERS' SIGNATURE INITIATIVES CONTINUING IN 2018 ARE TOTAL COST OF CARE MEASUREMENTS (DEVELOPMENT OF A NATIONALLY RECOGNIZED METRIC, ENDORSED BY THE NATIONAL QUALITY FORUM, ENABLING MEASUREMENT AND INCENTIVES BASED ON COORDINATION AND EVIDENCE-BASED PRACTICES), MENTAL HEALTH (REDUCING STIGMA, AND ASSURING ACCESS TO HIGH QUALITY CARE IN THE MOST APPROPRIATE SETTINGS), CHILDREN'S HEALTH (IMPROVING CHILD HEALTH BY PROMOTING EARLY BRAIN DEVELOPMENT, PROVIDING FAMILY CENTERED CARE, AND STRENGTHENING COMMUNITIES), AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). HEALTHPARTNERS, INC. (HPI) IS THE PARENT ENTITY OF HEALTHPARTNERS AND IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4). HPI IS THE SOLE CORPORATE MEMBER OF HPI-RAMSEY, A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). IN TURN, HPI-RAMSEY IS THE SOLE CORPORATE MEMBER OF RIHS AND ITS SISTER ORGANIZATIONS, REGIONS HOSPITAL (REGIONS), REGIONS HOSPITAL FOUNDATION, RH-WISCONSIN, INC., STILLWATER HEALTH SYSTEM (LAKEVIEW HEALTH), AND CAPITOL VIEW TRANSITIONAL CARE CENTER, ALL OF WHICH ARE NON-PROFIT CORPORATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). THE INSTITUTE IS RECOGNIZED AS A PUBLIC CHARITY UNDER IRC SECTION 509(A)(3) AS A SUPPORTING ORGANIZATION OF HPI, GROUP HEALTH PLAN, INC. (GHI), A MINNESOTA NONPROFIT CORPORATION AND LICENSED STAFF MODEL HMO, REGIONS HOSPITAL (REGIONS), A MINNESOTA NONPROFIT CORPORATION AND LICENSED HOSPITAL, AND TO ALL OTHER 501(C)(3) TAX EXEMPT ENTITIES THAT ARE CONTROLLED DIRECTLY OR INDIRECTLY BY HPI. BOTH GHI AND REGIONS ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). FOR INFORMATION ABOUT THE CHARITABLE AND COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF THE INSTITUTE'S SUPPORTED ORGANIZATIONS, SEE THE FORM 990 ANNUAL FILINGS FOR EACH ENTITY. THE INSTITUTE WORKS WITH AND SUPPORTS CERTAIN ORGANIZATIONS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) WITHIN HEALTHPARTNERS TO ACHIEVE THESE AIMS WITH MAXIMUM EFFICIENCY AND COLLABORATION. THE INSTITUTE'S MISSION IS "TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY." ITS VISION IS "HEALTH AS IT COULD BE, AFFORDABILITY AS IT MUST BE, THROUGH RELATIONSHIPS BUILT ON TRUST." THE INSTITUTE AND HEALTHPARTNERS WORK WITH HMOS, CARE PROVIDERS AND NONPROFIT ORGANIZATIONS THROUGHOUT THE REGION AND THE NATION TO INCREASE ACCESS FOR THE UNDERSERVED, CREATE AND DISSEMINATE RESEARCH AND CARE IMPROVEMENT INFORMATION, PARTICIPATE IN THE DEVELOPMENT OF PUBLIC POLICY AND MAXIMIZE SHARED RESOURCES FOR THE IMPROVEMENT OF THE HEALTH CARE SYSTEM AND THE COMMUNITY'S OVERALL HEALTH. THE INSTITUTE ALSO PROVIDES INFRASTRUCTURE AND RESOURCES TO SUPPORT RESEARCH AND CLINICAL QUALITY GOALS OF THE ORGANIZATION, WHICH INCLUDE THE FOLLOWING: NEEDS ASSESSMENT AND FEASIBILITY; MENTORING AND TRAINING; SCIENTIFIC AND HUMAN SUBJECTS REVIEW; REGULATORY COMPLIANCE AND REPORTING; GRANTS MANAGEMENT, INCLUDING APPLICATION PREPARATION AND SUBMISSION, CONTRACT AND AGREEMENT NEGOTIATION, FINANCE, BUDGET DEVELOPMENT AND IDENTIFICATION OF FUNDING SOURCES; PROTOCOL DEVELOPMENT AND RESEARCH DESIGN; MANUSCRIPT AND POSTER/PRESENTATION PREPARATION; DATABASE DEVELOPMENT, DATA CLEANING, STATISTICS AND ANALYTICS, EVALUATION SERVICES, SURVEY REVIEW AND DESIGN, FOCUS GROUP FACILITATION; AND STUDY OPERATIONS SUPPORT, INCLUDING RECRUITMENT, CONSENTING, ENROLLING AND DATA COLLECTION/ENTRY. II. RESEARCH ACTIVITIES RESEARCH AT THE INSTITUTE IS DEDICATED TO IMPROVING HEALTH AND WELL-BEING THROUGH RESEARCH, EDUCATION AND PRACTICE FOR PATIENTS, MEMBERS AND THE COMMUNITY. AN OVERVIEW OF RESEARCH FOCUS AREAS FOLLOWS. BEHAVIORAL HEALTH THE INSTITUTE'S BEHAVIORAL HEALTH RESEARCH PROGRAM IS A NATIONAL AND LOCAL MODEL FOR INTEGRATED RESEARCH AND PRACTICE. IT COLLABORATES ON STUDIES THAT GUIDE MAJOR IMPROVEMENTS IN BEHAVIORAL HEALTH CARE AND PLAYS A LEADERSHIP ROLE IN THE NATIONAL INSTITUTE OF MENTAL HEALTH-FUNDED MENTAL HEALTH RESEARCH NETWORK (MHRN). THE MHRN IS DEVELOPING A MODEL FOR LEARNING HEALTH CARE ORGANIZATIONS AND NETWORKS BY DEVELOPING STRONG RELATIONSHIPS WITH OTHER CARE SYSTEMS. AREAS OF FOCUS INCLUDE PREDICTING AND PREVENTING SUICIDE; EVALUATING SMARTPHONE APPS FOR PEOPLE WITH DEPRESSION, ANXIETY OR BIPOLAR DISORDER; GUIDING PRIMARY CARE IN THE TREATMENT OF OPIOID USE DISORDER; IMPROVING DEPRESSION CARE IN PRIMARY CARE; AND OTHER MEDICAL CONDITIONS FOR PATIENTS WITH SERIOUS MENTAL ILLNESS CHRONIC DISEASE CARE AND PREVENTION THE GOAL OF THE CENTER FOR CHRONIC CARE INNOVATION IS TO IMPROVE THE QUALITY OF CHRONIC DISEASE CARE AND PREVENTION. IT TRANSLATES RESEARCH EVIDENCE INTO PRACTICE, WHICH BENEFITS PATIENTS, CLINICIANS AND HEALTH SYSTEMS. WORKING WITH OTHERS WHO SHARE THIS FOCUS IS A CRITICAL PART OF THE STRATEGY TO IMPROVE HEALTH AND WELL-BEING. THE CENTER INCREASES REGIONAL AND NATIONAL VISIBILITY OF THIS IMPORTANT RESEARCH AND FOSTERS THE DEVELOPMENT OF BUSINESS MODELS TO MAKE SUCCESSFUL RESEARCH PRODUCTS DEVELOPED BY HEALTHPARTNERS AVAILABLE FOR PUBLIC USE. RESEARCHERS WORKING WITH THE CENTER HAVE RECEIVED MORE THAN $30 MILLION IN FEDERAL FUNDING IN THE PAST 10 YEARS TO DEVELOP AND STUDY HEALTH DELIVERY INTERVENTIONS. RESEARCH EXAMPLES INCLUDE CLINICAL DECISION SUPPORT, DIABETES, HEART DISEASE, HIGH BLOOD PRESSURE, OPIOID USE DISORDER, DEPRESSION, SERIOUS MENTAL ILLNESS AND CANCER PREVENTION. MANY CENTER INVESTIGATORS ARE NATIONAL AND INTERNATIONAL LEADERS IN THEIR FIELDS WHO HAVE WRITTEN HUNDREDS OF PEER-REVIEWED ARTICLES AND CLINICAL GUIDELINES ON CHRONIC DISEASE PREVENTION AND CARE.
FORM 990, PART III, LINE 4A	THE CENTER: COLLABORATES WITH OTHER RESEARCH AND HEALTH CARE ORGANIZATIONS TO SHARE AND LEARN PRESENTS AT NATIONAL AND INTERNATIONAL MEETINGS ON STRATEGIES TO IMPROVE CHRONIC DISEASE CARE PROMOTES STRATEGIES TO SUSTAIN EVIDENCE-BASED CARE INNOVATION MODELS AND TOOLS CONSULTS ON THE CONCEPTUALIZATION, DESIGN AND IMPLEMENTATION OF INNOVATIVE RESEARCH AND STRATEGIES TO IMPROVE CHRONIC DISEASE CARE AND PREVENTION BUILDS FOR THE FUTURE BY DEVELOPING JUNIOR INVESTIGATORS INTERESTED IN RESEARCH TO HELP PEOPLE WITH CHRONIC DISEASE CARDIOLOGY HEART RESEARCH AT REGIONS FOCUSES ON CLINICAL RESEARCH WITH THE POTENTIAL TO IMPROVE CARE OUTCOMES. RESEARCHERS HAVE SHARED THE RESULTS OF THEIR WORK THROUGH 27 PEER-REVIEWED PUBLICATIONS SINCE 2009 AND ARE ACTIVELY INVOLVED IN LARGE INDUSTRY-SPONSORED TRIALS TO TEST THE USE OF NEW DRUGS AND MEDICAL DEVICES. CLINICAL DECISION SUPPORT INSTITUTE RESEARCHERS DEVELOPED A CLINICAL DECISION SUPPORT (CDS) SYSTEM THAT CLINICIANS USE TO HELP IDENTIFY HEALTH CARE PRIORITIES SO THEY CAN DISCUSS EVIDENCE-BASED TREATMENT OPTIONS WITH PATIENTS. THE INSTITUTE IS A PIONEER IN DEVELOPING, IMPLEMENTING AND EVALUATING CDS INTEGRATED WITH THE ELECTRONIC HEALTH RECORD AND USED TO SUPPORT PATIENT CARE. IT DEVELOPS AND MAINTAINS CLINICAL ALGORITHMS THAT IDENTIFY HEALTH RISKS AND MULTIPLE MEDICAL CONDITIONS AND GIVE TREATMENT SUGGESTIONS AND REMINDERS FOR PATIENTS AND CLINICIANS TO CONSIDER. THE ALGORITHMS ARE MAINTAINED WITHIN A WEB SERVICE AND ARE QUICKLY UPDATED AS NEW EVIDENCE EMERGES AND CLINICAL GUIDELINES CHANGE. THE CDS SYSTEM PROVIDES UP-TO-DATE, ACTIONABLE HEALTH INFORMATION TO CLINICIANS AND PATIENTS AS A FOUNDATION FOR PERSONALIZED, PATIENT-CENTERED MEDICINE. THE INSTITUTE HAS RECEIVED MORE THAN $30 MILLION IN FEDERAL RESEARCH AWARDS SINCE 2004 FOR THE DEVELOPMENT OF CDS RELATED TO DIABETES, HEART DISEASE RISK REDUCTION, PREDIABETES, SERIOUS MENTAL ILLNESS, OPIOID USE DISORDER, CANCER PREVENTION, HIGH BLOOD PRESSURE IN TEENS AND TOBACCO USE IN DENTAL PATIENTS. THE PURPOSE OF CLINICAL DECISION SUPPORT PROJECTS IS TO: IDENTIFY AND TARGET PATIENTS WITH HIGH-RISK CONDITIONS PRIORITIZE RISK FACTORS BASED ON POTENTIAL BENEFITS TO THE INDIVIDUAL HELP PATIENTS AND CLINICIANS MAKE MORE INFORMED DECISIONS QUICKLY MOVE NEW EVIDENCE AND GUIDELINES INTO PRACTICE IMPROVE OUTCOMES FOR PEOPLE WITH CHRONIC CONDITIONS SHOW VALUE AND COST-EFFECTIVENESS IMPROVE CLINICIAN EFFICIENCY AND THE PATIENT EXPERIENCE COMMUNITY AND POPULATION HEALTH THE INSTITUTE WORKS WITH COMMUNITIES TO RESEARCH HEALTH NEEDS AND IMPLEMENT SOLUTIONS. COMMUNITY HEALTH RESEARCH MAY ASSESS WAYS TO IMPROVE NUTRITION OR FITNESS EDUCATION. OFTEN, MULTIPLE GROUPS, SUCH AS SCHOOLS AND HEALTH CARE SYSTEMS IN SPECIFIC CITIES, WORK TOGETHER TOWARD THE SAME GOAL. POPULATION RESEARCH FOCUSES ON PROMOTING HEALTH IN AT-RISK POPULATIONS. CRITICAL CARE RESEARCH CENTER THE CRITICAL CARE RESEARCH CENTER AT REGIONS IS A PHYSICIAN-LED RESEARCH GROUP THAT CONDUCTS INTEGRATED CLINICAL RESEARCH THAT SPANS THE CONTINUUM OF PATIENT CARE. IT IS UNIQUE IN ITS ABILITY TO IMPLEMENT CLINICAL RESEARCH ACTIVITIES FROM THE TIME AN AMBULANCE ARRIVES AT A PATIENT'S SIDE UNTIL DISCHARGE FROM THE HOSPITAL AND BEYOND. THE CENTER PROVIDES SUPPORT TO INVESTIGATORS IN FEDERAL, INDUSTRY AND INVESTIGATOR-INITIATED TRIALS TO IMPROVE PATIENT OUTCOMES AND ADVANCE MEDICINE. THE CENTER'S CLINICIAN INVESTIGATORS LEAD ACTIVE STUDIES ON TRAUMATIC BRAIN INJURY, CARDIAC ARREST RESUSCITATION, SEPTIC SHOCK AND PAIN MANAGEMENT. THE CENTER OVERSEES CLINICAL RESEARCH IN THESE SPECIALTY AREAS: EMERGENCY MEDICAL SERVICES EMERGENCY MEDICINE SURGICAL INTENSIVE CARE UNIT MEDICAL INTENSIVE CARE UNIT BURN AND WOUND CARE CENTER LEVEL I ADULT AND PEDIATRIC TRAUMA CENTERS HOSPITAL MEDICINE GENERAL SURGERY DENTAL/ORAL HEALTH THE INSTITUTE CONDUCTS CLINICAL RESEARCH IN REAL-WORLD DENTAL CARE-DELIVERY SETTINGS AND SPREADS AND IMPLEMENTS ITS RESEARCH LEARNINGS BROADLY TO IMPROVE ORAL HEALTH. AREAS OF EXPERTISE INCLUDE: CLINICAL DECISION SUPPORT DATA MINING (IDENTIFICATION OF PATTERNS AND RELATIONSHIPS OF LARGE DATA SETS) DENTAL PROVIDER-INITIATED TOBACCO INTERVENTIONS DENTAL WORKFORCE MODELS ORAL AND SYSTEMIC HEALTH OROFACIAL PAIN PERIODONTAL DISEASE PRACTICE-BASED RESEARCH IN COMMUNITY-BASED DENTAL SETTINGS SIMULATED CLINICAL TRAINING TEMPOROMANDIBULAR DISORDERS THE DENTAL RESEARCH TEAM HAS ESTABLISHED RELATIONSHIPS WITH LEADING CLINICAL AND ACADEMIC ORAL HEALTH RESEARCH GROUPS NATIONWIDE AND IS A MEMBER OF THE HEALTH CARE SYSTEMS RESEARCH NETWORK (HCSRN). ONE OF THE HCSRN'S MAIN EFFORTS IS THE SUPPORT OF A COMMON DATABASE STRUCTURE (THE VIRTUAL DATA WAREHOUSE) TO ALLOW CROSS-MEMBER COMMON RESEARCH. THE INSTITUTE IS A LEADER AMONG HCSRN MEMBERS, WITH DENTAL PROVIDERS WHO SHARE MEDICAL AND DENTAL RESEARCH DATA. THIS MAKES IT ONE OF THE FEW ORAL HEALTH DATA SETS WITH MORE THAN 12 YEARS OF LINKED MEDICAL AND ORAL HEALTH RESEARCH DATA. THE INSTITUTE IS THE ADMINISTRATIVE CENTER OF THE MIDWEST REGION OF THE NATIONAL DENTAL PRACTICE-BASED RESEARCH NETWORK, FUNDED BY THE NATIONAL INSTITUTE OF DENTAL AND CRANIOFACIAL RESEARCH. THE NETWORK IS A CONSORTIUM OF PRACTICES AND DENTAL ORGANIZATIONS COMMITTED TO ADVANCING KNOWLEDGE OF DENTAL PRACTICE AND FINDING WAYS TO IMPROVE IT. ESSENTIALLY, IT IS PRACTICAL SCIENCE FOR THE BENEFIT OF REAL-WORLD, EVERYDAY CLINICAL PRACTICE. DIABETES THE INSTITUTE CONDUCTS DIABETES RESEARCH THROUGH TWO WELL-ESTABLISHED PROGRAMS: INTERNATIONAL DIABETES CENTER AND THE CENTER FOR CHRONIC CARE INNOVATION. THESE TEAMS WORK TOGETHER AND WITH OUTSIDE COLLABORATORS TO STRENGTHEN RESEARCH AND IMPROVE CARE FOR PEOPLE WITH DIABETES AT HEALTHPARTNERS AND BEYOND. THE RESEARCH IS FOCUSED ON TRANSLATING NEW FINDINGS INTO PATIENT CARE. RESEARCHERS STUDY TOPICS SUCH AS DIABETES MANAGEMENT AND INTERVENTIONS, NEW CLASSES OF MEDICATIONS, THE ORGANIZATION AND FUNCTION OF NEW MODELS OF CARE, NUTRITION, NEW DIABETES TECHNOLOGIES AND IMPROVING HEALTH CARE FOR BOTH ADULTS AND CHILDREN. THEY ALSO STUDY COMPLICATIONS AND CONDITIONS RELATED TO DIABETES SUCH AS HIGH BLOOD PRESSURE, HEART DISEASE, NEUROPATHY AND OBESITY. INTERNATIONAL DIABETES CENTER, WORKING WITH THE NATIONAL INSTITUTES OF HEALTH, HAS CONDUCTED MORE THAN 300 RESEARCH STUDIES OVER THE PAST 30 YEARS, INCLUDING THE LANDMARK DIABETES CONTROL AND COMPLICATIONS TRIAL AND THE ACTION TO CONTROL CARDIOVASCULAR RISK IN DIABETES TRIAL. HEALTH ECONOMICS HEALTHPARTNERS' KEY STRATEGIES FOCUS ON ACHIEVING THE TRIPLE AIM, OR IMPROVED HEALTH, EXPERIENCE AND AFFORDABILITY FOR MEMBERS, PATIENTS AND THE COMMUNITY. ALL THREE ASPECTS CONTRIBUTE TO THE VALUE OF CARE - A KEY BENCHMARK FOR THE PRIORITIZATION OF LIMITED RESOURCES. BASED ON THIS VALUE, THE HEALTH ECONOMICS RESEARCH TEAM IS THE ANALYSIS GROUP FOR THE NATIONAL COMMISSION ON PREVENTION PRIORITIES. IT HAS BEEN RECOGNIZED FOR ITS: COST-EFFECTIVENESS MODELING EXPERIENCE ANALYSIS OF EVIDENCE-BASED PREVENTIVE CARE POLICIES ECONOMIC ANALYSIS OF CLINICAL AND COMMUNITY HEALTH SERVICES INTERVENTIONS THE HEALTH ECONOMICS TEAM BEGAN WORK ON ITS HEALTH ECONOMIC MODELS IN 1999. THESE MODELS HAVE BEEN USED IN MANY WAYS TO INFORM POLICY AND MEDICAL DECISION MAKING. THE WORK HAS GROWN TO INCLUDE A FAMILY OF MODELS KNOWN AS HEALTHPARTNERS INSTITUTE'S MODELHEALTH MICROSIMULATION MODELS. THESE MODELS ADDRESS CONDITIONS SUCH AS OBESITY, TOBACCO USE, COLORECTAL AND CERVICAL CANCERS, SEXUALLY TRANSMITTED DISEASES AND HEART DISEASE. HEALTH AND WELL-BEING THE INSTITUTE SUPPORTS WELL-BEING THROUGH RESEARCH ON TREATMENTS AND CARE FOR MANY CONDITIONS, AS WELL AS DISEASE PREVENTION PROGRAMS AND INITIATIVES TO IMPROVE EXPERIENCE. MANY FACTORS IMPACT HEALTH AND WELL-BEING, INCLUDING CAREER SATISFACTION, EMOTIONAL HEALTH, FINANCES, PHYSICAL HEALTH, SENSE OF COMMUNITY, SENSE OF PURPOSE AND SOCIAL RELATIONSHIPS. ATTENTION TO EACH OF THESE AREAS CAN INCREASE RESILIENCY AND OVERALL HEALTH AND WELL-BEING. INSTITUTE RESEARCHERS CONDUCT RESEARCH TO IDENTIFY THE IMPACT OF THESE FACTORS AND SUPPORT PROJECTS DESIGNED TO HELP PATIENTS, MEMBERS AND THE COMMUNITY ACHIEVE GOALS IN THESE AREAS. MATERNAL AND CHILD HEALTH INSTITUTE MATERNAL AND CHILD HEALTH RESEARCHERS ARE EXPERTS IN CLINICAL PSYCHOLOGY, CLINICAL MEDICINE AND EPIDEMIOLOGY. THEY RELY ON STRONG RELATIONSHIPS WITH PEDIATRICS AND OB/GYN HEALTH CARE LEADERS INTERESTED IN RESEARCH. THESE RELATIONSHIPS ENHANCE THE TEAM'S WORK AND HELP BRING RESEARCH RESULTS TO PATIENTS. MANY STUDIES ARE FOCUSED ON VACCINE SAFETY, CHILDHOOD AND ADULT OBESITY, MATERNAL MENTAL HEALTH AND PEDIATRIC HEALTH. THE TEAM IS PART OF THE VACCINE SAFETY DATALINK, A COLLABORATION BETWEEN THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND SEVERAL LARGE HEALTH CARE SYSTEMS, INCLUDING HEALTHPARTNERS. THE INSTITUTE'S VSD TEAM HAS LED STUDIES OF MATERNAL VACCINE SAFETY.
FORM 990, PART III, LINE 4A	NEUROSCIENCES THE NEUROSCIENCES RESEARCH TEAM OFFERS DEEP EXPERTISE AND FOCUS TO HEALTHPARTNERS CLINICS AND HOSPITALS. TEAM MEMBERS HAVE SUBSPECIALTY TRAINING IN A WIDE RANGE OF AREAS, INCLUDING DEMENTIA, EPILEPSY, GENERAL NEUROLOGY, HEADACHE, HUNTINGTON'S DISEASE, MULTIPLE SCLEROSIS, NEUROCRITICAL CARE, NEURO-INFECTIOUS DISEASE, NEUROMUSCULAR DISORDERS, NEURO-ONCOLOGY, PAIN, PARKINSON'S DISEASE, SLEEP, SPINAL CORD INJURY, STROKE AND TRAUMATIC BRAIN INJURY. MANY PATIENTS, FAMILIES AND CLINICIANS STRUGGLE WITH HOW TO MANAGE BRAIN AND SPINE CONDITIONS WITH LIMITED OR NO TRADITIONAL MEDICAL TREATMENTS OR INTERVENTIONS. THE INSTITUTE PROVIDES ACCESS TO NEUROSCIENCE CLINICAL TRIALS. RESEARCH TEAMS CONDUCTING CLINICAL TRIALS AND OTHER CLINICAL RESEARCH ARE A PART OF THE STRUTHERS PARKINSON'S CENTER (A NATIONAL PARKINSON FOUNDATION CENTER OF EXCELLENCE) AND THE CENTER FOR MEMORY & AGING. THE CENTER FOR MEMORY & AGING CONDUCTS RESEARCH TO IMPROVE THE DIAGNOSIS, PREVENTION AND TREATMENT OF BRAIN AND SPINE DISORDERS. THE RESEARCH SPANS THE SPECTRUM OF BRAIN AND SPINE BUT FOCUSES ON MEMORY LOSS, DEMENTIA AND GROWING PROGRAMS IN STROKE, PARKINSON'S DISEASE AND SPINAL CORD INJURY. OCCUPATIONAL MEDICINE MULTIPLE FACTORS AT WORKSITES INTERACT TO AFFECT THE HEALTH AND SAFETY OF EMPLOYEES. INSTITUTE RESEARCHERS STUDY WORKSITE HEALTH USING TOTAL WORKER HEALTH PRINCIPLES, WHICH ACKNOWLEDGE THAT ORGANIZATIONAL, PHYSICAL AND PSYCHOSOCIAL WORK CONDITIONS CAN AFFECT INDIVIDUALS' HEALTH AND WORKFORCE PRODUCTIVITY. RESEARCHERS ADDRESS POLICIES, PROGRAMS AND PRACTICES THAT COMBINE PROTECTION FROM WORK-RELATED SAFETY AND HEALTH HAZARDS WITH PROMOTION OF INJURY AND ILLNESS PREVENTION TO IMPROVE WORKER WELL-BEING. STUDIES ADDRESS HEALTH BEHAVIORS AND EMPLOYEE PRODUCTIVITY, PHYSICAL AND EMOTIONAL HEALTH BENEFITS OF REDUCING PROLONGED SITTING AT WORK AND THE USE OF MEASUREMENT TOOLS AIMED AT INTEGRATING EMPLOYEE SAFETY AND HEALTH. ONCOLOGY THE CANCER RESEARCH PROGRAM AT HEALTHPARTNERS GIVES PATIENTS ACCESS TO CLINICAL TRIALS AND RESEARCH AT THEIR COMMUNITY HOSPITAL OR CLINIC. THROUGH STRONG COLLABORATION AND CLINICIAN EXPERTISE, THE TEAM ADVANCES THE SCIENCE OF CANCER TREATMENT AND CARE DELIVERY BY STUDYING THE FULL SPECTRUM OF CANCER CARE, FROM PREVENTION, SCREENING AND EARLY DETECTION TO DIAGNOSIS, TREATMENT AND SURVIVORSHIP. THE RESULTS OF THESE STUDIES ARE SHARED AROUND THE WORLD TO IMPROVE PATIENT CARE. INSTITUTE EXPERTS BRING RESEARCH AND TRAINING EXPERIENCE FROM MEDICAL ONCOLOGY, HEMATOLOGY, GYNECOLOGIC ONCOLOGY, MEDICAL ETHICS, ONCOLOGY PHARMACY, GENOMICS/PHARMACOGENOMICS, CANCER MODELING AND ECONOMICS, SURVIVORSHIP, TREATMENT SYMPTOM MANAGEMENT AND HEALTH SERVICES RESEARCH. PROVIDING CLINICAL TRIALS AS AN OPTION FOR CANCER PATIENTS IS A VITAL STEP IN ADVANCING KNOWLEDGE OF CANCER. CLINICAL TRIALS MAY ANSWER IMPORTANT SCIENTIFIC QUESTIONS AND SUGGEST FUTURE RESEARCH DIRECTIONS. THANKS TO PROGRESS MADE THROUGH CLINICAL TRIALS, MANY PEOPLE TREATED FOR CANCER ARE LIVING LONGER AND ENJOYING A BETTER QUALITY OF LIFE. THE INSTITUTE OFFERS TRIALS TO HELP PREVENT, DIAGNOSE, SCREEN AND TREAT CANCER AND MANAGE THE SIDE EFFECTS OF TREATMENT AND THE SYMPTOMS OF THE DISEASE. THESE TRIALS RANGE FROM PHASE 1 TRIALS, THE FIRST STEP IN TESTING A NEW TREATMENT IN HUMANS, TO PHASE IV TRIALS. THESE TRIALS ARE AVAILABLE THROUGHOUT HEALTHPARTNERS, INCLUDING PARK NICOLLET FRAUENSHUH CANCER CENTER, REGIONS CANCER CARE CENTER AND METRO-MINNESOTA COMMUNITY ONCOLOGY RESEARCH CONSORTIUM (MMCORC) MEMBER SITES. ALMOST ALL STUDIES ARE CONDUCTED IN PARTNERSHIP WITH HEALTHPARTNERS ONCOLOGISTS TO ENSURE THAT ISSUES RELEVANT TO PATIENT CARE ARE EXAMINED AND THAT RESULTS CAN BE USED TO IMPROVE CARE. IN ADDITION, THE INSTITUTE HAS LONGSTANDING, PRODUCTIVE PARTNERSHIPS WITH LOCAL, REGIONAL AND NATIONAL ORGANIZATIONS: HEALTHPARTNERS ONCOLOGISTS ARE ACTIVE IN MMCORC, SPONSORED BY THE NATIONAL CANCER INSTITUTE AND PARTICIPATING COMMUNITY HOSPITALS AND CLINICS. THIS CLINICAL ONCOLOGY RESEARCH PROGRAM GIVES PATIENTS ACCESS TO THE NEWEST THERAPY FOR CANCER TREATMENT, SYMPTOM MANAGEMENT AND CANCER PREVENTION. THE INSTITUTE IS A MEMBER OF THE: HOOSIER CANCER RESEARCH NETWORK, AN INDEPENDENT NOT-FOR-PROFIT RESEARCH CONSORTIUM SPECIALIZING IN EARLY-PHASE, MULTICENTER, INVESTIGATOR-INITIATED TRIALS. MIDWEST MELANOMA PARTNERSHIP, A MULTI-INSTITUTIONAL COLLABORATION DEDICATED TO THE DEVELOPMENT OF IMPROVED THERAPIES FOR PATIENTS WITH MALIGNANT MELANOMA. CANCER RESEARCH NETWORK, A NATIONWIDE CONSORTIUM OF 14 NONPROFIT RESEARCH CENTERS BASED IN LARGE, INTEGRATED CARE-DELIVERY SYSTEMS. THROUGH THIS PARTNERSHIP, THE TEAM HAS BEEN RECOGNIZED FOR ITS FOCUS ON COST-EFFECTIVENESS MODELING. THE INSTITUTE HAS A FORMAL COLLABORATIVE RELATIONSHIP WITH RESEARCHERS AT THE UNIVERSITY OF MINNESOTA MASONIC CANCER CENTER AND IS A FOUNDING MEMBER OF THE HEALTH CARE SYSTEMS RESEARCH NETWORK. ORTHOPEDICS INSTITUTE RESEARCHERS CONDUCT RESEARCH RELATED TO MUSCLES, JOINTS AND BONES TO HELP PATIENTS PREVENT AND RECOVER FROM INJURIES AND STAY ACTIVE AS THEY AGE. ORTHOPEDIC RESEARCH IS CONDUCTED AT REGIONS AND AT TRIA ORTHOPAEDIC CENTER IN THE AREAS OF CONCUSSION, FOOT/ANKLE, HAND/WRIST, HIP, KNEE, MUSCULOSKELETAL RADIOLOGY, REHABILITATION, SHOULDER AND SPORTS MEDICINE. PATIENT-REPORTED OUTCOMES MEASURES PATIENT-CENTEREDNESS IS A NATIONAL INTEREST IN MEDICINE. PATIENT-REPORTED OUTCOME MEASURES (PROMS) CAPTURE THE PATIENT'S PERSPECTIVE OF THE IMPACT OF CARE ON QUALITY OF LIFE AND ABILITY TO FUNCTION. QUALITY MEASUREMENT AND INCENTIVES HAVE BEEN INSTRUMENTAL IN IMPROVING THE QUALITY OF CARE. BUT MOST EXISTING QUALITY MEASURES DO NOT SEEM TO INTEREST PATIENTS. THIS COULD BE BECAUSE MEASURES HAVE NOT BEEN INCORPORATED DIRECTLY INTO PATIENT CARE OR BECAUSE MOST MEASURES PRODUCE QUANTITATIVE DATA THAT ARE HARD FOR PATIENTS TO UNDERSTAND AND RELATE TO. THE COLLECTION OF PROMS BEGAN IN HEALTHPARTNERS ORTHOPEDICS SPECIALTY BEFORE AND AFTER SURGERY, WITH HIGH RESPONSE RATES. PRIMARY CARE, INTERNAL MEDICINE AND PEDIATRICS THERE IS GREAT OPPORTUNITY TO PREVENT DISEASE AND IMPROVE HEALTH AND WELL-BEING FOR PATIENTS AND FAMILIES THROUGH RESEARCH IN PRIMARY CARE ENVIRONMENTS. PATIENTS CHECKING IN FOR PREVENTIVE VISITS, WELL-CHILD EXAMS AND ROUTINE CHECKUPS CAN BENEFIT FROM RESEARCH EFFORTS TO IMPROVE HEALTH, EXPERIENCE AND THE COST OF CARE. RESEARCHERS ARE STUDYING THE HEALTH OF MOTHERS AND CHILDREN, VACCINE SAFETY AND EFFECTIVENESS, HIGH BLOOD PRESSURE, OBESITY PREVENTION, HEALTH OF OLDER ADULTS AND MUCH MORE. PULMONOLOGY THE INSTITUTE'S PULMONOLOGY RESEARCH TEAM FOCUSES ON IMPROVING THE HEALTH AND CARE OF PATIENTS WITH LUNG CONDITIONS SUCH AS CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), ASTHMA, LUNG NODULES AND SLEEP DISORDERS. THE INSTITUTE COLLABORATES WITH SCIENTISTS IN THE CHRONIC OBSTRUCTIVE PULMONARY DISEASE CLINICAL RESEARCH NETWORK ON SOME STUDIES. THERE IS NO CURE AND RELATIVELY FEW NEW TREATMENTS FOR COPD AND ASTHMA. THE INSTITUTE'S GOALS ARE TO REDUCE SYMPTOMS AND IMPROVE QUALITY OF LIFE FOR THOSE WITH LUNG CONDITIONS AND BRING PULMONOLOGY RESEARCH INTO PRACTICE TO DELIVER GREAT CARE.
FORM 990, PART III, LINE 4A	RESEARCH INTEGRITY RESEARCH INTEGRITY REQUIRES MORE THAN JUST AVOIDING RESEARCH MISCONDUCT OR THE MISTREATMENT OF RESEARCH SUBJECTS. IT MEANS PAYING ATTENTION TO EVERYTHING ABOUT RESEARCH QUALITY. THERE CANNOT BE HIGH-QUALITY RESEARCH WITHOUT RESEARCH INTEGRITY. SINCE 2001, THE INSTITUTE'S RESEARCH INTEGRITY PROGRAM HAS DEVELOPED AN INTERNATIONAL REPUTATION FOR PROMOTING THE INTEGRITY OF ACADEMIC RESEARCH. THE SETTINGS IN WHICH RESEARCHERS CONDUCT RESEARCH CAN STRONGLY INFLUENCE THEIR BEHAVIOR. RESEARCHERS ARE STUDYING WHETHER THESE FACTORS PROMOTE OR DISCOURAGE RESEARCH INTEGRITY: ORGANIZATIONAL CHARACTERISTICS: THE PERCEPTIONS AND INFLUENCE OF WORK DEMANDS, REWARDS AND SOCIAL SUPPORT CAREER INCENTIVE SYSTEMS: THE EFFECTS OF "PUBLISH AND PROCURE FUNDING OR PERISH" REWARD SYSTEMS AND CONFLICTS OF INTEREST RESULTING FROM SOFT-MONEY SALARY SUPPORT MODELS STRUCTURAL ARRANGEMENTS OF SCIENCE: DUAL ROLES OF GRADUATE STUDENTS AND POSTDOCTORAL FELLOW POSITIONS AS TRAINEES AND STUDENTS, BUT ALSO AS AN INEXPENSIVE, HIGHLY TRAINED LABOR SUPPLY SUMMARY MEASURES OF HEALTH FOR MORE THAN 20 YEARS, HEALTHPARTNERS HAS ANALYZED CLINICAL AND CLAIMS DATA TO IMPROVE PREVENTIVE CARE, MANAGE CHRONIC DISEASES AND PROMOTE HEALTHY BEHAVIORS. OVERALL HEALTH IS MORE THAN NOT HAVING A DISEASE OR BEING PHYSICALLY FIT. WELL-BEING AND LIFE SATISFACTION ALSO PLAY AN IMPORTANT ROLE. IN 2015, THE INSTITUTE SUPPORTED DEVELOPMENT OF A MEASURE THAT ASSESSES ELEMENTS OF WELL-BEING SUCH AS JOB SATISFACTION, STRONG SOCIAL CONNECTIONS AND FINANCIAL SECURITY. THE ANALYSIS OF THE MEASURE HELPS IDENTIFY AND ADDRESS CONDITIONS WITH THE HIGHEST BURDEN OF DISEASE AND THE GREATEST IMPACT ON THE HEALTH AND WELL-BEING OF PATIENTS AND HEALTH PLAN MEMBERS. THE MEASURES CAN ALSO GUIDE COMMUNITY PROJECTS TO FOCUS ON THE BIGGEST GAPS AND NEEDS. DETAILS OF THE NEW MEASURE WERE PUBLISHED BY THE NATIONAL ACADEMY OF MEDICINE AND THE CENTERS FOR DISEASE CONTROL AND PREVENTION IN THE JOURNAL PREVENTING CHRONIC DISEASE. EXTERNAL COLLABORATION: ADVANCING GERIATRIC INFRASTRUCTURE AND NETWORK GROWTH (AGING) NETWORK THE GOAL OF THE AGING NETWORK IS TO BRIDGE THE HEALTH CARE SYSTEMS RESEARCH NETWORK WITH THE CLAUDE D. PEPPER OLDER AMERICANS INDEPENDENCE CENTERS TO CREATE A NATIONAL RESOURCE TO ADVANCE INTERDISCIPLINARY RESEARCH ON OLDER ADULTS WITH MULTIPLE CHRONIC CONDITIONS. CANCER RESEARCH NETWORK (CRN) THE INSTITUTE IS AN AFFILIATE MEMBER OF THE NATIONAL CANCER INSTITUTE-FUNDED CRN, WHICH SUPPORTS AND FACILITATES CANCER RESEARCH BASED IN NONPROFIT INTEGRATED HEALTH CARE-DELIVERY SETTINGS. THE CRN WELCOMES COLLABORATIONS THAT RESULT IN RESEARCH PROJECTS THAT IMPROVE KNOWLEDGE ABOUT CANCER ETIOLOGY, PREVENTION, EARLY DETECTION, TREATMENT AND PROGNOSIS AND DECREASE THE BURDEN OF CANCER ACROSS THE CANCER CARE SPECTRUM. THE INTEGRATED HEALTH CARE SETTINGS PROVIDE UNIQUE ADVANTAGES FOR CONDUCTING POPULATION SCIENCES RESEARCH. HEALTH CARE SERVICES RESEARCH NETWORK (HCSRN) THE INSTITUTE IS A MEMBER OF THE HCSRN, A NETWORK MADE UP OF 19 U.S. HEALTH CARE-DELIVERY SYSTEMS WITH INTEGRATED RESEARCH DIVISIONS. TOGETHER, IT OFFERS A GEOGRAPHICALLY DIVERSE SAMPLE OF MORE THAN 15 MILLION HEALTH PLAN MEMBERS FOR POPULATION-BASED STUDIES. MENTAL HEALTH RESEARCH NETWORK (MHRN) THROUGH THE MHRN, MENTAL HEALTH RESEARCHERS AND DEPARTMENTS FROM 13 HEALTH CARE SYSTEMS WORK TOGETHER TO TRANSFORM MENTAL HEALTH CARE FOR MORE THAN 12 MILLION PATIENTS. FUNDED BY THE NATIONAL INSTITUTE OF MENTAL HEALTH, THE NETWORK AIMS TO IMPROVE THE UNDERSTANDING AND MANAGEMENT OF MENTAL HEALTH CONDITIONS THROUGH A CLOSER CONNECTION BETWEEN RESEARCH, PRACTICE AND POLICY. METRO-MINNESOTA COMMUNITY ONCOLOGY RESEARCH CONSORTIUM (MMCORC) MMCORC, WHICH IS PART OF THE INSTITUTE, IS A NONPROFIT RESEARCH PROGRAM SPONSORED BY THE NATIONAL CANCER INSTITUTE AND PARTICIPATING HOSPITALS AND CLINICS. THIS PROGRAM GIVES PEOPLE IN THE COMMUNITY ACCESS TO THE NEWEST THERAPIES FOR CANCER TREATMENT, MANAGEMENT OF TREATMENT SIDE EFFECTS AND DISEASE SYMPTOMS, AND CANCER PREVENTION. CURRENTLY, THE CONSORTIUM REPRESENTS 20 HOSPITALS AND CLINICS IN MINNEAPOLIS-ST. PAUL AND SURROUNDING SUBURBS, AS WELL AS STILLWATER, WILLMAR, NEW ULM AND NEW RICHMOND, WI. MORE THAN 160 PHYSICIAN-INVESTIGATORS PARTICIPATE, REPRESENTING MEDICAL ONCOLOGY, RADIATION ONCOLOGY, SURGICAL ONCOLOGY, NEUROSURGERY, THORACIC SURGERY, GYNECOLOGIC ONCOLOGY AND PULMONOLOGY. MIDWEST RESEARCH NETWORK (MWRN) THE INSTITUTE WAS A FOUNDING MEMBER OF THE MWRN, WHICH PROVIDES OPPORTUNITIES TO GENERATE RESEARCH IDEAS AND WORK WITH COLLEAGUES IN THE GREATER MIDWEST TO DESIGN AND IMPLEMENT SOLUTIONS. MEMBERS STUDY HEALTH AND HEALTH CARE ISSUES THAT AFFECT THE WIDER POPULATION. NATIONAL DENTAL PRACTICE-BASED RESEARCH NETWORK (NATIONAL DENTAL PBRN) THE INSTITUTE IS PART OF THE NATIONAL DENTAL PBRN, FUNDED BY THE NATIONAL INSTITUTE OF DENTAL AND CRANIOFACIAL RESEARCH, PART OF THE NATIONAL INSTITUTES OF HEALTH. A DENTAL PRACTICE-BASED RESEARCH NETWORK IS AN INVESTIGATIVE UNION OF MORE THAN 6,400 PRACTICING DENTISTS AND ACADEMIC SCIENTISTS. THE NATIONAL DENTAL PBRN GIVES U.S. PRACTITIONERS AN OPPORTUNITY TO PROPOSE OR PARTICIPATE IN STUDIES THAT ADDRESS DAY-TO-DAY ISSUES IN ORAL HEALTH CARE. THE STUDIES, CONDUCTED IN PARTICIPATING DENTAL OFFICES WITH CONSENTING PATIENTS, HELP EXPAND THE PROFESSION'S EVIDENCE BASE AND REFINE CARE. INVESTIGATORS AND PRACTITIONERS WORK TOGETHER TO PERFORM RELATIVELY SHORT-TERM STUDIES TO COMPARE THE EFFECTIVENESS OF PREVENTIVE AND TREATMENT METHODS IN DENTISTRY. PATIENT-CENTERED OUTCOMES RESEARCH NETWORK (PCORNET) THE INSTITUTE PARTICIPATES IN ONE OF 11 NEW CLINICAL DATA RESEARCH NETWORKS IN PCORNET. FUNDED BY THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE, PCORNET SEEKS TO ESTABLISH A NATIONWIDE INFRASTRUCTURE BASED ON A COMMON DATA MODEL THAT CAN BE ACCESSED TO ENABLE EFFICIENT COLLABORATIVE RESEARCH. IT IS BASED ON A MODEL IN WHICH PATIENTS, PROVIDERS AND HEALTH CARE SYSTEMS COLLECTIVELY INFORM RESEARCH PRIORITIES. SENTINEL NETWORK MEMBERS SUCH AS THE INSTITUTE CREATE A NATIONAL ELECTRONIC SYSTEM FOR MONITORING THE SAFETY OF U.S. FOOD AND DRUG ADMINISTRATION (FDA)-REGULATED MEDICAL PRODUCTS. THE SENTINEL SYSTEM ENABLES THE FDA TO QUERY DIVERSE AUTOMATED HEALTH CARE DATA HOLDERS SUCH AS ELECTRONIC HEALTH RECORD SYSTEMS, ADMINISTRATIVE AND INSURANCE CLAIMS DATABASES, AND REGISTRIES TO EVALUATE POSSIBLE MEDICAL PRODUCT SAFETY ISSUES QUICKLY AND SECURELY. VACCINE SAFETY DATALINK (VSD) THE INSTITUTE PARTICIPATES IN THE VSD, A COLLABORATIVE PROJECT BETWEEN THE CENTERS FOR DISEASE CONTROL AND PREVENTION'S IMMUNIZATION SAFETY OFFICE AND EIGHT HEALTH CARE ORGANIZATIONS. THE VSD CONDUCTS POPULATION-BASED RESEARCH ON IMMUNIZATION SAFETY QUESTIONS, AND THEIR WORK GUIDES NATIONAL IMMUNIZATION POLICY DECISIONS. INTERNAL COLLABORATION: THE INSTITUTE'S INTERNAL GRANTS PROGRAM IS SUPPORTED BY EMPLOYEE-GIVING CAMPAIGN DONATIONS. THE PROGRAM USES A COMPETITIVE, PEER-REVIEWED PROCESS TO AWARD RESEARCH FUNDING TO HEALTHPARTNERS AND PARK NICOLLET EMPLOYEES TO ENGAGE IN THE LEARNING CULTURE IN OUR HEALTH CARE SYSTEM, WITH PRIORITIZED SUPPORT FOR INVESTIGATION AND EVALUATION ACTIVITIES THAT ADDRESS PRIORITIES SHARED BY THE INSTITUTE AND HEALTHPARTNERS. IN 2018, THE PROGRAM AWARDED TWO GRANTS TOTALING $110,000. 2018 INTERNAL GRANTS IMMEDIATE ACCELERATED SHOULDER REHABILITATION VS A STANDARD PROTOCOL FOLLOWING RESERVE TOTAL SHOULDER ARTHOPLASTY: A RANDOMIZED CONTROLLED TRIAL SMART PROGRAM TO INCREASE PHYSICIAN RESILIENCE AND DECREASE BURNOUT PUBLICATIONS IN 2018, INSTITUTE RESEARCHERS DISSEMINATED THE RESULTS OF THEIR RESEARCH BY PUBLISHING 335 ARTICLES, BOOKS AND BOOK CHAPTERS AND BY GIVING PAPER AND POSTER PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES. III. EDUCATION ACTIVITIES TRAINING HEALTH PROFESSIONALS MEDICAL RESIDENTS AND FELLOWS IN PARTNERSHIP WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL AND HENNEPIN HEALTHCARE, THE INSTITUTE TRAINS MORE THAN 700 RESIDENT PHYSICIANS AND FELLOWS (170 FTES) ANNUALLY IN 30 SPECIALTIES WITHIN THE HEALTHPARTNERS HOSPITALS AND CLINICS SYSTEM OF CARE.
FORM 990, PART III, LINE 4A	AREAS OF TRAINING INCLUDED: ANESTHESIA CARDIOLOGY DERMATOLOGY EMERGENCY MEDICAL SERVICES EMERGENCY MEDICINE/FAMILY MEDICINE PEDIATRIC EMERGENCY MEDICINE PHYSICIAN ASSISTANT EMERGENCY MEDICINE FOOT & ANKLE SURGERYGASTROENTEROLOGY HAND SURGERY HEMATOLOGY/ONCOLOGY INTERNAL MEDICINE MEDICAL TOXICOLOGY NEUROLOGY OBSTETRICS & GYNECOLOGY OCCUPATIONAL MEDICINE ORAL MAXILLOFACIAL SURGERY OPHTHALMIC MEDICAL TECHNOLOGY (THIS IS NOT A RESIDENCY PROGRAM) ORTHOPEDICS OTOLARYNGOLOGY PLASTIC SURGERY PM&R PSYCHIATRY PHARMACY (NOT MEDICAL RESIDENTS) MANAGED CARE PHARMACY - (NOT MEDICAL RESIDENTS) SURGERY UROLOGY OTHER MEDICAL SPECIALTIES AND TRAINING PROGRAMS INCLUDING OPHTHALMIC MEDICAL TECHNOLOGY AND PHARMACY RESIDENT AND FELLOW PHYSICIANS PROVIDED CARE IN MANY HIGH-INTENSITY AREAS, INCLUDING THE EMERGENCY CENTER, INTENSIVE CARE, SURGICAL SUITES AND PATIENT UNITS. THEY PROVIDED CARE FOR PATIENTS FROM UNDERSERVED AND DISADVANTAGED COMMUNITIES. IN ADDITION, THEY CONTRIBUTED TO MEDICAL RESEARCH AND THE ACADEMIC ENVIRONMENT THAT SUSTAINS HEALTHPARTNERS' CUTTING-EDGE APPROACH TO CARE. ADVANCED PRACTICE CLINICIAN STUDENTS (PHYSICIAN ASSISTANTS AND NURSE PRACTITIONERS) IN PARTNERSHIP WITH TRAINING PROGRAMS AT ST. CATHERINE'S UNIVERSITY, UNIVERSITY OF MINNESOTA, ST. MARY'S (U OF MN), AUGSBURG COLLEGE, METRO STATE UNIVERSITY, BETHEL UNIVERSITY AND OTHERS, THE INSTITUTE PROVIDED MORE THAN 580 CLINICAL ROTATIONS FOR ADVANCED PRACTICE CLINICIAN STUDENTS WITHIN THE HEALTHPARTNERS HOSPITALS AND CLINICS SYSTEM OF CARE. ADVANCED PRACTICE CLINICIAN FELLOWSHIP PROGRAM (APC FELLOWSHIP PROGRAM) THIS PROGRAM HAS BEEN DESIGNED TO ENSURE HIGH-QUALITY CARE AND ACCELERATE PRODUCTIVITY IN LINE WITH HEALTHPARTNERS WORKFORCE STRATEGY. AS A POSTGRADUATE TRAINING PROGRAM, HEALTHPARTNERS APC FELLOWS HAVE THE OPPORTUNITY TO MORE EFFECTIVELY TRAIN IN TRIPLE AIM PRINCIPLES, SYSTEMS THINKING, AND TEAMING BEHAVIORS WHILE STRENGTHENING THEIR CLINICAL COMPETENCY IN HIGHLY SPECIALIZED AREAS OF CARE DELIVERY. THERE ARE ACTIVE PROGRAMS IN EMERGENCY MEDICINE, HOSPITAL MEDICINE AND PSYCHIATRY, WITH PLANS TO EXPAND TO OTHER SPECIALTIES. MEDICAL STUDENTS IN PARTNERSHIP WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL, THE INSTITUTE PROVIDED MORE THAN 800 ROTATIONS FOR MEDICAL STUDENTS WITHIN THE HEALTHPARTNERS SYSTEM OF CARE. THE INSTITUTE OFFICE OF HEALTH PROFESSIONAL EDUCATION PARTNERS WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL TO OFFER THE REGIONS EQUITABLE AND AFFORDABLE COMMUNITY HEALTH PROGRAM (REACH). THIS PROGRAM IS A HYBRID, LONGITUDINAL INTEGRATED CLERKSHIP DESIGNED FOR MEDICAL STUDENTS. REACH PROVIDES SPECIALIZED TRAINING FOR PHYSICIANS IN THE WAYS SOCIAL INFLUENCES SUCH AS POVERTY, HOMELESSNESS, DRUG-USE, AND MENTAL ILLNESS IMPACT THE PHYSICAL HEALTH OF OUR MOST VULNERABLE PATIENTS. FOSTERING A CLINICAL LEARNING ENVIRONMENT CLINICAL EDUCATION THE OFFICE OF HEALTH PROFESSIONAL EDUCATION (OHPE) A DEPARTMENT IN THE INSTITUTE, MANAGES ALL UNDERGRADUATE AND GRADUATE MEDICAL EDUCATIONAL ACTIVITIES AT HEALTHPARTNERS, INCLUDING NEGOTIATING, IMPLEMENTING AND MONITORING MEDICAL EDUCATION TRAINING CONTRACTS AND INSTITUTIONAL AFFILIATION AGREEMENTS. OHPE ALSO OVERSEES AND ENSURES COMPLIANCE WITH INSTITUTIONAL AND PROGRAM REQUIREMENTS OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME). OHPE FURTHER ENSURES COMPLIANCE WITH POLICIES AND PROCEDURES AND MANAGES ALL OPERATIONAL ASPECTS OF THE UNDERGRADUATE AND GME TRAINING ACTIVITIES AT THE VARIOUS CLINICS AND HOSPITALS IN THE HEALTHPARTNERS SYSTEM. OHPE FACILITATES CLINICAL ROTATIONS AND OBSERVATIONS FOR PROSPECTIVE AND CURRENT STUDENTS IN MEDICAL EDUCATION PROGRAMS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS, RADIATION TECHNICIANS AND OTHER ALLIED HEALTH PROFESSIONALS. HEALTHPARTNERS' RESIDENTS PARTICIPATED IN THE ALLIANCE OF INDEPENDENT ACADEMIC MEDICAL CENTERS NATIONAL INITIATIVE VI: STIMULATING A CULTURE OF WELL-BEING IN THE CLINICAL LEARNING ENVIRONMENT. RESIDENTS ALSO SERVED ON COMMITTEES AND TEAMS AT REGIONS AND HEALTHPARTNERS CLINICS, INCLUDING THE: GRADUATE MEDICAL EDUCATION (GME) COMMITTEE PATIENT SAFETY AND QUALITY INITIATIVES CLINICAL SIMULATION HEALTHPARTNERS CLINICAL SIMULATION, A DEPARTMENT WITHIN THE INSTITUTE, IMPROVES PATIENT SAFETY BY PROVIDING SIMULATED CLINICAL EXPERIENCES FOR HEALTH CARE PROFESSIONALS, INCLUDING PHYSICIANS, NURSES, RESPIRATORY THERAPISTS, PHARMACISTS, DENTISTS, PARAMEDICS AND STUDENTS. IN 2018, SIMULATION RESOURCES IMPACTED 12,388 LEARNERS AND WERE INTEGRATED FOR THE DEVELOPMENT AND EVALUATION OF SYSTEM PROCESSES AT REGIONS, HEALTHPARTNERS MEDICAL & DENTAL CLINICS, TRIA ORTHOPAEDIC CENTERS, THE VALLEY HOSPITALS, AND OTHER HEALTH CARE ORGANIZATIONS IN MINNESOTA AND WESTERN WISCONSIN. TOPICS INCLUDED PROCEDURAL SKILLS, ORIENTATION/ONBOARDING, REDUCING FAILURE TO RECOGNIZE/RESCUE, CRITICAL CARE, PROGRESSIVE CARE, OBSTETRICAL AND PEDIATRIC EMERGENCY MANAGEMENT, AIRWAY & CARDIAC ARREST MANAGEMENT, MANAGEMENT OF ESCALATING/WORK PLACE VIOLENCE, EFFECTIVE TEAMWORK, PATIENT EXPERIENCE COMMUNICATION SKILLS, SYSTEM TESTING, PATIENT QUALITY & SAFETY INITIATIVES, AND RESEARCH. FUNDING FOR PROFESSIONAL EDUCATION AND RESEARCH THE INSTITUTE'S KNOWLEDGE BANK IS A FUND DEVELOPED TO SUPPORT LEARNING AND TEACHING IN ALL HEALTH DISCIPLINES AT EVERY STAGE OF CAREER DEVELOPMENT THROUGH SCHOLARSHIPS AND GRANTS FOR PROFESSIONAL EDUCATION. THESE SCHOLARSHIPS AND GRANTS SUPPORTED HEALTH CARE PROFESSIONALS IN ATTENDING CONFERENCES, TRAINING PROGRAMS AND ROTATIONS FOR GRADUATE MEDICAL EDUCATION. RESIDENT RESEARCH THE INSTITUTE OFFERS RESEARCH GRANTS TO RESIDENTS IN HEALTHPARTNERS AND CLOSELY AFFILIATED RESIDENCY PROGRAMS. THESE GRANTS OF UP TO $2,000 ARE AVAILABLE ON A ONE-TIME BASIS TO PARTIALLY FUND RESEARCH PROJECTS THAT ENABLE RESIDENTS TO PARTICIPATE IN MENTORED RESEARCH PROGRAMS. REGIONS EMERGENCY MEDICINE RESIDENCY SUPPLEMENTS THE CLINICAL LEARNING EXPERIENCE WITH LECTURES, WORKSHOPS AND PROCEDURAL SKILLS LABS THAT ARE OPEN TO ALL RESIDENTS, FACULTY, STUDENTS, ALUMNI, NURSES, PHYSICIAN ASSISTANTS, CONSULTANTS AND OTHERS FROM THE RESIDENCY COMMUNITY TO SHARE AND DISCUSS NEW KNOWLEDGE. COMMUNITY COLLABORATION & SERVICE AS A MEMBER OF THE METRO MINNESOTA COUNCIL ON GRADUATE MEDICAL EDUCATION (MMCGME), THE INSTITUTE HAS TAKEN A LEADERSHIP ROLE IN PROMOTING A COMMUNITY APPROACH TO RESIDENT EDUCATION. THE INSTITUTE IS WELL-REPRESENTED ON THE MMCGME BOARD AND ITS MANY COMMITTEES, INCLUDING THE OPERATIONS COMMITTEE, GME ADVOCACY COMMITTEE AND THE RESIDENT WELL-BEING COMMITTEE. THE OFFICE OF HEALTH PROFESSIONAL EDUCATION CONVENED AN ADVANCED PRACTICE CLINICIAN CONSORTIUM TO FOCUS WORK ON THE ALIGNMENT OF ADVANCED PRACTICE CLINICIAN TRAINING TO OPTIMALLY MEET STATE WORKFORCE NEEDS AND ENSURE PRACTICE-READY CLINICIANS. MEMBERSHIP IS COMPOSED OF HEALTH SYSTEM LEADERS, ACADEMIC PROGRAM LEADERS AND KEY STAKEHOLDERS IN THE COMMUNITY. INSTITUTE STAFF VOLUNTEERED AT NONPROFIT ORGANIZATIONS SUCH AS THE ALLIANCE FOR INDEPENDENT ACADEMIC MEDICAL CENTERS, THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION, THE ASSOCIATION FOR HOSPITAL MEDICAL EDUCATION, THE ACCREDITATION COUNCIL OF CONTINUING MEDICAL EDUCATION, AND THE ALLIANCE FOR CONTINUING EDUCATION IN THE HEALTH PROFESSIONS TO IMPROVE HEALTH CARE DELIVERY. THE INSTITUTE-SPONSORED EMERGENCY MEDICINE RESIDENCY PROGRAM PARTICIPATED IN VOLUNTEER OPPORTUNITIES AT THE ST. PAUL UNION GOSPEL MISSION. EVENTS, EDUCATIONAL COURSES AND ACTIVITIES: PROVIDED A SIMULATION TRAINING EVENT FOR PARAMEDICS, NURSES AND EMTS FROM MINNESOTA AND WESTERN WISCONSIN DURING THE LIFE LINK III TRAUMA TACTICS REGIONAL CONFERENCE. PROVIDED OPPORTUNITIES FOR LOCAL FLIGHT PARAMEDIC/NURSE TEAMS TO PRACTICE BEFORE NATIONAL COMPETITIONS. PROVIDED SPACE AND EQUIPMENT FOR TWO TWO-DAY SEXUAL ASSAULT NURSE EXAMINER TRAINING COURSE FOR NURSES FROM THROUGHOUT MINNESOTA. PROVIDED HEALTH CARE EXPERIENCE/TOUR FOR STUDENTS FROM TWO DIFFERENT LOCAL HIGH SCHOOLS (TOTAL, 44 HIGH SCHOOL STUDENTS). TWO-HOUR SIMULATION EXPERIENCE FOR 12 STUDENTS GRADES 2-5 AND THEIR PARENTS. THIS WAS AN OPPORTUNITY TO BE INTRODUCED TO HEALTH CARE, ULTRASOUND DEMO, LISTEN TO HEART/LUNG SOUNDS, AND OTHER ACTIVITIES. PROVIDED ONGOING SIMULATION ACTIVITIES TO NURSING STUDENTS FROM THREE UNIVERSITIES, PHYSICIAN ASSISTANT STUDENTS FROM TWO UNIVERSITIES, AND AN ULTRASOUND EXPERIENCE FOR SONOGRAPHY STUDENTS FROM ONE UNIVERSITY. THE SIMULATION CENTER PARTICIPATED IN AND SUPPORTED THE ST. CROIX EMS MOCK PROM CRASH FOR COMMUNITY AWARENESS AND EDUCATION ABOUT THE CONSEQUENCES OF DRIVING UNDER THE INFLUENCE OF ALCOHOL OR OTHER DRUGS. FREE TOURS WERE PROVIDED TO COMMUNITY MEMBERS AND INTERESTED ORGANIZATIONS. PROMOTION OF SIMULATION/CONSULTATION. PRESENTED AT THE STROKE BOOT CAMP PROGRAM, SPONSORED BY THE AMERICAN HEART ASSOCIATION AND MINNESOTA DEPARTMENT OF HEALTH
FORM 990, PART III, LINE 4A	HOSTED REGIONAL CONFERENCE FOR 60 HEALTH CARE PROFESSIONALS AND EDUCATORS FROM MINNESOTA AND SURROUNDING STATES. PROMOTED BEST PRACTICE IN HEALTH CARE SIMULATION THROUGH MEMBERSHIP IN REGIONAL AND NATIONAL ORGANIZATIONS INCLUDING: MNSHEP BOARD OF DIRECTORS AND THE SOCIETY FOR SIMULATION IN HEALTHCARE. STAFF SHARED THEIR EXPERTISE WITH THE SIMULATION COMMUNITY BY PROVIDING TECHNOLOGY SUPPORT FOR STAFF AT COMMUNITY HOSPITALS AND COLLEGES. FREE TOURS WERE PROVIDED TO COMMUNITY MEMBERS AND INTERESTED ORGANIZATIONS, INCLUDING VOLUNTEERS OF AMERICA AND UNIVERSITY OF NORTHWESTERN SCHOOL OF NURSING. CONTINUING MEDICAL EDUCATION THE INSTITUTE OFFERS CONTINUING MEDICAL EDUCATION (CME) TO CLINICIANS AND OTHER HEALTH CARE PROFESSIONALS. PROGRAMS AND ACTIVITIES HELP THEM DEVELOP THEIR MEDICAL KNOWLEDGE AND SKILLS. PROGRAMS FEATURE TOP-RATED FACULTY FROM HEALTHPARTNERS AND EXPERT GUEST FACULTY. THE ACTIVITIES INCLUDE: LECTURES LOCAL, REGIONAL AND NATIONAL CONFERENCES WEBINARS REGULAR SCHEDULED SERIES FOR HOSPITALS AND DEPARTMENTS ONLINE AND PRINT CONTENT CLINICAL QUALITY CARE IMPROVEMENTS ENDURING MATERIALS TRAINING AND CONSULTING TO IMPROVE DIABETES CARE THE INSTITUTE IS NATIONALLY ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AND HAS RECEIVED ITS HIGHEST RANKING, ACCREDITATION WITH COMMENDATION. ACCREDITATION IN THE ACCME SYSTEM SEEKS TO ASSURE THE MEDICAL COMMUNITY AND THE PUBLIC THAT WE DELIVER EDUCATION THAT IS RELEVANT TO CLINICIANS' NEEDS, EVIDENCE-BASED, EVALUATED FOR ITS EFFECTIVENESS AND INDEPENDENT OF COMMERCIAL INFLUENCE. THROUGH PARTICIPATION IN ACCREDITED CME, CLINICIANS AND TEAMS DRIVE IMPROVEMENT IN THEIR PRACTICE AND OPTIMIZE THE CARE, HEALTH AND WELLNESS OF THEIR PATIENTS. THE INSTITUTE IS A LEADER IN PROVIDING EVIDENCE-BASED CONTENT FREE OF POTENTIAL COMMERCIAL INFLUENCE. WE DO NOT USE FUNDING FROM INDUSTRY OR HAVE COMMERCIAL EXHIBITS AT OUR CONFERENCES. INTERNATIONAL DIABETES CENTER PROFESSIONAL EDUCATION INTERNATIONAL DIABETES CENTER'S EDUCATION PROGRAMS PROVIDE PRACTICAL, EVIDENCE-BASED INFORMATION, LEARNING ACTIVITIES AND EDUCATIONAL TOOLS TO HELP PROFESSIONALS EXPAND THEIR KNOWLEDGE AND IMPROVE PATIENT CARE. A WIDE RANGE OF EDUCATION PROGRAMS ARE OFFERED FOR PRIMARY CARE PHYSICIANS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS, NURSES, DIETITIANS, DIABETES EDUCATORS, PHARMACISTS, STUDENTS AND INTERNS. PROGRAMS ARE BASED ON CURRENT RESEARCH AND PRACTICES AND ARE TAUGHT BY EXPERIENCED FACULTY ACTIVE IN DIABETES RESEARCH, EDUCATION AND CARE. THESE PROGRAMS PROVIDE THE KNOWLEDGE AND SKILLS NEEDED TO IMPROVE PATIENT CARE. INTERNATIONAL DIABETES CENTER ALSO PROVIDES INTERNATIONAL TRAINING PROGRAMS FOR HEALTH CARE PROFESSIONALS PRACTICING OUTSIDE OF THE UNITED STATES. PROGRAMS ARE HELD BOTH ON-LOCATION IN THE HOST COUNTRIES AND ONSITE AT INTERNATIONAL DIABETES CENTER. OVER THE PAST 20 YEARS, INTERNATIONAL DIABETES CENTER HAS TRAINED HEALTH CARE PROFESSIONALS IN MORE THAN 40 COUNTRIES, INCLUDING CHINA, INDIA, RUSSIA, MEXICO, BRAZIL AND JAPAN. INTERNATIONAL DIABETES CENTER HAS A PROVEN RECORD OF HELPING HUNDREDS OF HEALTH CARE ORGANIZATIONS, INCLUDING THE INDIAN HEALTH SERVICE, IMPROVE OUTCOMES IN DIABETES CARE AND EDUCATION. MAINTENANCE OF CERTIFICATION THE HEALTHPARTNERS MAINTENANCE OF CERTIFICATION (MOC) PORTFOLIO PROGRAM OFFERS A STREAMLINED PROCESS FOR PHYSICIANS AND PHYSICIAN ASSISTANTS TO RENEW THEIR SPECIALTY BOARD CERTIFICATION. THE PROGRAM IS DESIGNATED BY THE AMERICAN BOARD OF MEDICAL SPECIALTIES (ABMS) AND THE NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS (NCCPA). THROUGH THIS PROGRAM, PHYSICIANS AND PHYSICIAN ASSISTANTS CAN MORE EASILY ALIGN THE QUALITY IMPROVEMENT WORK THEY ARE DOING AT HEALTHPARTNERS WITH MOC REQUIREMENTS TO RECEIVE PART IV CREDIT. THE PROGRAM PROVIDES VALUE FOR PHYSICIANS AND THE ENTIRE ORGANIZATION. PHYSICIANS PARTICIPATE AND FULFILL THEIR INDIVIDUAL MOC REQUIREMENTS. SUCCESSFUL PRACTICES ARE SPREAD ACROSS THE ORGANIZATION. BEST OF ALL, THE QUALITY OF PATIENT CARE IS IMPROVED IN THE PROCESS. QUALITY IMPROVEMENT EDUCATION THE HEALTHPARTNERS QUALITY IMPROVEMENT ACADEMY WAS CREATED IN PARTNERSHIP WITH CLINICAL AND QUALITY LEADERS TO BUILD A FRAMEWORK FOR COORDINATED CLINICAL QUALITY IMPROVEMENT. THE CLINICAL LEADERSHIP PROGRAM SEEKS TO REDUCE UNNECESSARY PRACTICE VARIATION THROUGH EVIDENCE-BASED CLINICAL PROTOCOLS, COST AND QUALITY CONTROL, AND QUALITY IMPROVEMENT. HUNDREDS OF PARTICIPANTS FROM ACROSS THE ORGANIZATION HAVE WORKED TOGETHER TO IMPROVE HEALTH, EXPERIENCE AND AFFORDABILITY FOR OUR PATIENTS AND MEMBERS. TEAMS HAVE FOCUSED ON IMPROVING PATIENT CARE, PAIN MANAGEMENT AND A BROAD RANGE OF CLINICAL CONDITIONS. TEAMS ARE SELECTED BY CLINICAL LEADERS. PARTICIPANTS ATTEND IN-CLASS SESSIONS AND COMPLETE A QUALITY IMPROVEMENT EFFORT DURING THE FOUR-MONTH PROGRAM. QUALITY ACADEMY QUALITY IMPROVEMENT EFFORTS ALSO QUALIFY FOR MAINTENANCE OF CERTIFICATION PART IV AS PART OF HEALTHPARTNERS MULTI-SPECIALTY PORTFOLIO PROGRAM STATUS THROUGH THE AMERICAN BOARD OF MEDICAL SPECIALTIES. IN ADDITION TO SUPPORTING QUALITY IMPROVEMENT IN THE CLINICAL SETTING, THE INSTITUTE PROVIDES QUALITY IMPROVEMENT TRAINING FOR BUSINESS AND OPERATIONS LEADERS. TRAINING AND SUPPORT ARE AVAILABLE. THESE PROGRAMS DEVELOP TEAMS PROFICIENT IN CONTINUOUS IMPROVEMENT MODELS AND TOOLS DESIGNED TO IMPROVE DAILY WORK AND OPTIMIZE ORGANIZATIONAL PERFORMANCE. INTERNATIONAL DIABETES CENTER PATIENT EDUCATION INTERNATIONAL DIABETES CENTER BELIEVES IN A PATIENT-CENTERED, TEAM APPROACH TO DIABETES CARE, FOCUSING ON THE RELATIONSHIP BETWEEN THE PATIENT, PROVIDER AND EDUCATOR TO ENSURE THAT EACH RECEIVES THE INFORMATION AND TOOLS THEY NEED TO IMPROVE PATIENT HEALTH. THE INSTITUTE PROVIDED OVERSIGHT FOR DIABETES EDUCATION AND HEALTH PSYCHOLOGIST PROGRAMS AND SERVICES DELIVERED THROUGH PARK NICOLLET. LIBRARIES EMBEDDED WITHIN THE RESEARCH AND EDUCATION DIVISIONS AT THE INSTITUTE ARE THREE LIBRARIES STAFFED BY PROFESSIONAL MEDICAL LIBRARIANS WHO PROVIDE EXPERT SEARCHING CAPABILITIES, EVIDENCE-BASED INFORMATION, AND TRUSTED PRINT, ONLINE AND INTERNET RESOURCES AND SERVICES TO STAFF AND PARTNERS. THE LIBRARIES ARE ARNESON METHODIST LIBRARY, REGIONS MEDICAL LIBRARY AND THE RESEARCH LIBRARY. ARNESON METHODIST LIBRARY ALSO PROVIDES INFORMATION TO PATIENTS, THEIR FAMILIES AND THE COMMUNITY. PATIENT EDUCATION SERVICES HEALTHPARTNERS' PATIENT EDUCATION TEAM COLLABORATES WITH CARE TEAMS AND DEPARTMENTS ACROSS HEALTHPARTNERS TO SUPPORT CLINICAL QUALITY, PATIENT AND MEMBER EXPERIENCE AND PAY-FOR-PERFORMANCE GOALS. THE TEAM DEVELOPS, IMPLEMENTS AND EVALUATES PATIENT EDUCATION RESOURCES (E.G., PROGRAMS, CLASSES, VIDEOS, WEB CONTENT, DECISION SUPPORT TOOLS) THAT INFORM AND ENGAGE PATIENTS AND MEMBERS TO HELP THEM PREVENT AND MANAGE ILLNESS AND IMPROVE HEALTH. CONTENT AND RESOURCES ARE EVIDENCE-BASED, PROVIDE CONSISTENT MESSAGING AND MEET HEALTH LITERACY GUIDELINES. PATIENT EDUCATION MANAGES NUTRITION EDUCATION SERVICES AT PARK NICOLLET CLINICS TO SUPPORT PATIENTS IN MAKING DIETARY CHANGES TO TREAT MEDICAL CONDITIONS. PATIENT EDUCATION ALSO SUPPORTS ORGANIZATIONAL HEALTHY EATING INITIATIVES SUCH AS CONNECTING THE DOTS CHILDHOOD OBESITY TASK FORCE, PEDIATRIC AND ADULT WEIGHT MANAGEMENT PROGRAMS, YUMPOWER SCHOOL CHALLENGE AND CAMP 5210. IN ADDITION, THE INSTITUTE SUPPORTS CARE TEAMS IN THE DELIVERY OF CLASSES AND SUPPORT GROUPS TO HELP EDUCATE, ENCOURAGE AND EMPOWER PATIENTS. EDUCATIONAL OPPORTUNITIES RANGE FROM NUTRITION CLASSES TO CHILDBIRTH CLASSES TO LIVING WITH CHRONIC CONDITIONS. SUPPORT GROUPS HELP PATIENTS IN SIMILAR HEALTH STAGES CONNECT AND SHARE EXPERIENCES.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE CORPORATE MEMBER OF THE INSTITUTE IS HEALTHPARTNERS, INC. (HPI), A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4).
FORM 990, PART VI, SECTION A, LINE 7A	HPI, AS THE SOLE CORPORATE MEMBER, SELECTS AND/OR APPROVES ALL DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	HPI, AS THE SOLE CORPORATE MEMBER APPROVES ACTIONS AS FOLLOWS: - AMENDMENTS TO THE ARTICLES AND BYLAWS - ANNUAL AND CAPITAL BUDGETS AND LONG-RANGE PLANS - UNBUDGETED SPECIAL PROJECTS IN EXCESS OF $10,000 - GUARANTEEING THE DEBT OF ANY OTHER PERSON OR ENTITY - A LOAN OR OTHER INDEBTEDNESS IN EXCESS OF $10,000 - DISPOSITION OF SUBSTANTIALLY ALL ASSETS - MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION - DISSOLUTION - SELECTION OF OFFICERS
FORM 990, PART VI, SECTION B, LINE 11B	THE INSTITUTE'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF THE INSTITUTE. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE TAX DEPARTMENT OF GROUP HEALTH PLAN, INC. (GHI), THE MANAGEMENT TEAM OF THE INSTITUTE, GHI'S INTERNAL LEGAL DEPARTMENT AND THE INSTITUTE'S OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS COMPLETED AND PRESENTED TO THE GOVERNING BODY OF THE INSTITUTE. THE INSTITUTE MAKES AVAILABLE TO THE GOVERNING BODY (BOARD OF DIRECTORS) A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN A PRE-MEETING PACKET, AND IS AN AGENDA ITEM AT A MEETING OF THE FULL BOARD OF DIRECTORS. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 12C	THE HEALTHPARTNERS INSTITUTE BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE LEGAL DEPARTMENT OF HEALTHPARTNERS REVIEWS THE QUESTIONNAIRE RESPONSES AND DEVELOPS A REPORT DETAILING ANY POTENTIALLY MATERIAL CONFLICTS FOR THE PRESIDENT AND CHAIR OF THE BOARD. A VERBAL SUMMARY IS ALSO GIVEN TO THE FULL BOARD OR APPROPRIATE COMMITTEE ENDING WITH A REMINDER TO COVERED PERSONS OF THE POLICY'S MANDATE THAT EACH PERSON IS OBLIGATED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY MAY ARISE THROUGHOUT THE YEAR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15	THE INSTITUTE HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY GHI OR PARK NICOLLET HEALTH SERVICES, RELATED ORGANIZATIONS. ANY COMPENSATION DISCLOSED IS PAID AND DETERMINED SOLELY BY THE RELATED ORGANIZATIONS. THEREFORE, PART VI, SECTION B, QUESTION 15 IS NOT APPLICABLE TO THE INSTITUTE.
FORM 990, PART VI, SECTION C, LINE 19	THE INSTITUTE'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM THE INSTITUTE OR HEALTHPARTNERS. THE INSTITUTE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. THE INSTITUTE'S CONFLICT OF INTEREST POLICY WHICH IS THE SAME AS THAT OF IT'S RELATED ORGANIZATIONS, HEALTHPARTNERS, INC. AND GHI CAN BE VIEWED THROUGH THE HEALTHPARTNERS.COM WEBSITE.
FORM 990, PART VII, SEC A, LN 1A, COL B: AVERAGE HOURS-RELATED ORGANIZATION	ALL OFFICERS OF THE INSTITUTE ARE EMPLOYED AND COMPENSATED BY GHI. THE REPORTED AVERAGE HOURS WORKED ARE BASED ON THEIR TOTAL COMPENSATION FROM ALL RELATED ORGANIZATIONS.
FORM 990, PART IX, LINE 11G	RELATED ORGANIZATION SERVICES (STAFFING): PROGRAM SERVICE EXPENSES 29,092,350. MANAGEMENT AND GENERAL EXPENSES 3,583,321. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,675,671. MEDICAL RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 3,415,463. MANAGEMENT AND GENERAL EXPENSES 794,399. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,209,862. OTHER FEES: PROGRAM SERVICE EXPENSES 164,146. MANAGEMENT AND GENERAL EXPENSES 5,818. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,964.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE
FKA HEALTHPARTNERS RESEARCH & EDUCATION

Employer identification number

41-1670163

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)HEALTHPARTNERS INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1693838	HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATION	MN	501(C)(4)		N/A		No
(2)HPI-RAMSEY 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1793333	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(3) TYPE I	HEALTHPARTNERS INC		No
(3)GROUP HEALTH PLAN INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0797853	STAFF MODEL HEALTH MAINTENANCE ORGANIZATION	MN	501(C)(3)	170(B)(1) (A)(III)	HEALTHPARTNERS INC		No
(4)RH WISCONSIN INC 8171 33RD AVE S PO BOX 1309 MPLS,MN554401309 20-2287016	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(3) TYPE I	HEALTHPARTNERS INC		No
(5)CAPITOL VIEW TRANSITIONAL CARE CENTER 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-2011453	TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	HPI - RAMSEY		No
(6)REGIONS HOSPITAL 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0956618	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	HPI - RAMSEY		No
(7)REGIONS HOSPITAL FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1888902	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	MN	501(C)(3)	170(B)(1) (A)(VI)	HPI - RAMSEY		No
(8)RHSC INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1891928	HEALTHCARE STAFFING AND INTENSE REHAB SERVICES	MN	501(C)(3)	509(A)(3) TYPE II	HPI - RAMSEY		No
(9)PHYSICIANS NECK & BACK CLINICS 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 27-0684883	SPECIALTY PATIENT CARE	MN	501(C)(3)	509(A)(3) TYPE II	GROUP HEALTH PLAN INC		No
(10)HUDSON HOSPITAL INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-0804125	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(III)	RH-WISCONSIN INC		No
(11)HUDSON HOSPITAL FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-1279567	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	WI	501(C)(3)	170(B)(1) (A)(VI)	HUDSON HOSPITAL INC		No
(12)LAKEVIEW HEALTH FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1386635	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	MN	501(C)(3)	509(A)(3) TYPE II	LAKEVIEW HEALTH		No
(13)LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0811697	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(VI)	LAKEVIEW HEALTH		No
(14)STILLWATER MEDICAL GROUP 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 83-0379473	CLINIC STAFF AND FACILITIES	MN	501(C)(3)	509(A)(3) TYPE I	LAKEVIEW HEALTH		No
(15)LAKEVIEW HEALTH 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 30-0221189	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(3) TYPE II	HPI - RAMSEY		No
(16)WESTFIELDS HOSPITAL INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-0808442	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(VI)	RH-WISCONSIN INC		No
(17)WESTFIELDS HOSPITAL FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-1770913	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	WI	501(C)(3)	170(B)(1) (A)(VI)	WESTFIELDS HOSPITAL INC		No
(18)RAMSEY INTEGRATED HEALTH SERVICES 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1503090	HOME CARE AND HOSPICE	MN	501(C)(3)	509(A)(2)	HPI - RAMSEY		No
(19)PARK NICOLLET HEALTH SERVICES 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 36-3465840	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(2)	HEALTHPARTNERS INC		No
(20)PARK NICOLLET FOUNDATION 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 23-7346465	SUPPORT TO RELATED ENTITIES AND COMMUNITY HEALTH	MN	501(C)(3)	170(B)(1) (A)(VI)	PARK NICOLLET HEALTH SERVICES		No
(21)PARK NICOLLET METHODIST HOSPITAL 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-0132080	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	PARK NICOLLET HEALTH SERVICES		No
(22)PARK NICOLLET HEALTH CARE PRODUCTS 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 01-0638901	DURABLE MEDICAL EQUIPMENT , PHARMACY AND OTHER HEALTH CARE RETAIL SALES	MN	501(C)(3)	509(A)(3) TYPE I	PARK NICOLLET HEALTH SERVICES		No
(23)PARK NICOLLET CLINIC 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-0834920	CLINIC SERVICES	MN	501(C)(3)	170(B)(1) (A)(III)	PARK NICOLLET HEALTH SERVICES		No
(24)PNMC HOLDINGS 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-1741792	HEALTHCARE REAL ESTATE	MN	501(C)(3)	509(A)(3) TYPE I	PARK NICOLLET HEALTH SERVICES		No
(25)AMERY REGIONAL MEDICAL CENTER INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-0908320	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(III)	RH-WISCONSIN INC		No
(26)AMERY REGIONAL MEDICAL CENTER FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-1726539	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	WI	501(C)(3)	170(B)(1) (A)(VI)	AMERY REGIONAL MEDICAL CENTER INC		No
(27)HUTCHINSON HEALTH 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 84-1715908	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	PARK NICOLLET HEALTH SERVICES		No
(28)HUTCHINSON HEALTH FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 36-3317820	PROVIDE SUPPORT TO HOSPITAL	MN	501(C)(3)	509(A)(3) TYPE III	HUTCHINSON HEALTH		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) HEALTHPARTNERS ADMINISTRATORS INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1629390	THIRD PARTY ADMINISTRATOR	MN	HEALTHPARTNERS INC	C				No
(2) HEALTHPARTNERS ASSOCIATES INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 52-2365151	MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT	MN	HEALTHPARTNERS ADMINISTRATORS INC	C				No
(3) HEALTHPARTNERS SERVICES INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1683568	MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT	MN	HEALTHPARTNERS ADMINISTRATORS INC	C				No
(4) HEALTHPARTNERS INSURANCE COMPANY 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1683523	MEDICAL AND DENTAL INSURANCE	MN	HEALTHPARTNERS ADMINISTRATORS INC	C				No
(5) DENTAL SPECIALTIES INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 45-1297583	PROFESSIONAL DENTAL SERVICES	MN	HEALTHPARTNERS ADMINISTRATORS INC	C				No
(6) HEALTHPARTNERS CENTRAL MINNESOTA CLINICS INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1236798	MEDICAL CLINIC STAFFING	MN	HEALTHPARTNERS ADMINISTRATORS INC	C				No
(7) PARK NICOLLET ENTERPRISES 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-1656735	REAL ESTATE FOR RELATED ORGANIZATIONS	MN	PARK NICOLLET HEALTH SERVICES	C				No

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2018

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO DISCOVER AND ACCELERATE THE USE OF KNOWLEDGE TO IMPROVE THE HEALTH OF OUR COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	26
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,518,284	2,539,703
9	Program service revenue (Part VIII, line 2g) .........	38,182,032	38,735,985
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,713,614	2,450,179
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	572,203	478,854
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	44,986,133	44,204,721
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	387,939
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	43,967,240	44,154,584
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	43,967,240	44,542,523
19	Revenue less expenses. Subtract line 18 from line 12.......	1,018,893	-337,802
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	70,947,888	65,793,098
21	Total liabilities (Part X, line 26).............	2,593,927	3,000,379
22	Net assets or fund balances. Subtract line 21 from line 20.....	68,353,961	62,792,719

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 38,111,105 including grants of $ 387,939 ) (Revenue $ 39,214,839 )
	SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses38,111,105

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) TODD HOFHEINS........................................................................ EXECUTIVE VICE PRESIDENT AND CFO	0.50 .......................54.50	X		0	871,800	141,354
(19) FELIX ANKEL MD........................................................................ FORMER EXECUTIVE DIRECTOR, EDUCAT	0.00 .......................0.00		X	0	547,921	97,785
(20) ANDREW NELSON........................................................................ FORMER EXECUTIVE DIRECTOR	0.00 .......................0.00		X	0	155,574	35,931

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	8,328,452	1,466,188

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	2,396,984
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	142,719

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......		2,539,703

		Business Code
2a	MEDICAL RESEARCH	541700	34,400,141	34,400,141
b	MEDICAL EDUCATION	611710	4,335,844	4,335,844
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f ....		38,735,985

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,450,179			2,450,179
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss).....
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a		532,205
b	Less: cost of goods sold ..b		53,351
c	Net income or (loss) from sales of inventory..			478,854	478,854
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			44,204,721	39,214,839	0	2,450,179

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	387,939	387,939
2	Grants and other assistance to domestic individuals. See Part IV, line 22
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	192,749	17,248	175,501
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	37,055,497	32,671,959	4,383,538
12	Advertising and promotion ....	169,776	145,313	24,463
13	Office expenses .......	442,348	318,098	124,250
14	Information technology ......	294,898	84,287	210,611
15	Royalties ..
16	Occupancy ...........	2,146,849	1,262,500	884,349
17	Travel ............	491,741	412,718	79,023
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	533,728	470,164	63,564
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	612,396	399,722	212,674
23	Insurance ...	661		661
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	RESEARCH	1,015,546	954,009	61,537
b	SUPPLIES	612,663	600,076	12,587
c	MISCELLANEOUS	379,302	205,487	173,815
d	TRAINING & EDUCATION	132,050	107,205	24,845
e	All other expenses	74,380	74,380
25	Total functional expenses. Add lines 1 through 24e	44,542,523	38,111,105	6,431,418	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			43,413	1	42,381
2	Savings and temporary cash investments .........			1,401,711	2	1,381,861
3	Pledges and grants receivable, net ......			9,732,323	3	9,963,003
4	Accounts receivable, net .............			3,373	4	35,710
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........			117,850	8	104,599
9	Prepaid expenses and deferred charges ......			163,312	9	124,982
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	6,465,481
b	Less: accumulated depreciation	10b	2,974,611	3,368,329	10c	3,490,870
11	Investments—publicly traded securities .			56,117,577	11	50,649,692
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)...			70,947,888	16	65,793,098

17	Accounts payable and accrued expenses .....	2,501,877	17	2,940,003
18	Grants payable ...		18
19	Deferred revenue .........	92,050	19	60,376
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	2,593,927	26	3,000,379

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	66,798,961	27	61,797,719
28	Temporarily restricted net assets ...........	1,555,000	28	995,000
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	68,353,961	33	62,792,719
34	Total liabilities and net assets/fund balances ........	70,947,888	34	65,793,098