TY 2020 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	0.38 ................. 0.00	X	X		0	0
(2) BILL DOHERTY PHD...................................................................... DIRECTOR	0.30 ................. 0.00	X			0	0
(3) SUSAN CULICAN...................................................................... DIRECTOR	0.30 ................. 0.00	X			0	0
(4) LEAH R HANSON PHD...................................................................... DIRECTOR	0.50 ................. 44.50	X			229,352	70,121
(5) TASHA M GASTONY PA...................................................................... DIRECTOR	0.50 ................. 44.50	X			196,400	0
(6) DENIS CLOHISY MD...................................................................... DIRECTOR	0.30 ................. 0.00	X			0	0
(7) DAVID LAGERSTROM...................................................................... DIRECTOR	0.30 ................. 0.00	X			0	0
(8) GLEN GUNDERSON...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0
(9) HEIDI G CONRAD...................................................................... CFO & TREASURER	0.50 ................. 54.50	X			588,046	189,840
(10) BRET C HAAKE MD...................................................................... DIRECTOR	0.50 ................. 39.50	X			616,759	92,911
(11) CARA M HULL...................................................................... DIRECTOR	0.50 ................. 39.50	X			449,303	58,535
(12) NICO P PRONK PHD...................................................................... DIRECTOR & PRESIDENT	45.00 ................. 8.00	X	X		431,488	112,496
(13) PATRICK T COURNEYA MD...................................................................... DIRECTOR & VICE CHAIR	0.50 ................. 49.50	X	X		418,308	77,020
(14) NANCY L EVERT...................................................................... BRD SCTRY - GNRL COUNSEL	0.50 ................. 54.50		X		488,856	145,290
(15) DAVID A DZIUK...................................................................... FORMER CFO	0.00 ................. 0.00			X	487,728	31,867
(16) CHARLES J FAZIO MD...................................................................... FORMER DIRECTOR & VICE CHAIR	0.00 ................. 52.50			X	192,936	19,060
(17) FELIX K ANKEL MD...................................................................... FORMER EXECUTIVE DIRECTOR	0.00 ................. 0.00			X	298,327	109,123

(A) Name and business address	(B) Description of services	(C) Compensation
GROUP HEALTH PLAN INC 8170 33RD AVE SOUTH MINNEAPOLIS,MN55440	STAFFING	22,421,321
PARK NICOLLET CLINIC 3800 PARK NICOLLET BLVD ST LOUIS PARK,MN55416	CONTINUING EDUC. PROF. SVCS.	8,506,487
JAEB CTR FOR HEALTH RESEARCH 15310 AMBERLY DR STE 350 TAMPA,FL33647	CONSULTING	874,891
JOSLIN DIABETES CENTER INC 1 JOSLIN PLACE BOSTON,MA02215	CONSULTING	477,119
UNIVERSITY OF FLORIDA COLLEGE OF DENTISTRY RESTORATIVE GAINSVILLE,FL32610	CONSULTING	434,973
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 19

- 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.
right arrow

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

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

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) 2020

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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 5 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 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. 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—2019. 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—2020. 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—2019. 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) 2020

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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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 5 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 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. 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—2019. 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) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

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 lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

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 0.015 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 0.035	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) 2020

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, 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 2020. 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 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

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 TO ITS SUPPORTED ORGANIZATIONS: HOWEVER, HEALTHPARTNERS 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:	HEALTHPARTNERS 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).

Return Reference

Explanation

FORM 990, SCHEDULE A, PART I, LINE 11(G), COLUMN (V)

NO DIRECT MONETARY SUPPORT IS INDICATED FROM HEALTHPARTNERS INSTITUTE TO ITS SUPPORTED ORGANIZATIONS: HOWEVER, HEALTHPARTNERS 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:

HEALTHPARTNERS 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).

Schedule A (Form 990 or 990-EZ) 2020

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

2020

Name of the organization

HEALTHPARTNERS INSTITUTE

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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization HEALTHPARTNERS INSTITUTE

Part I Contributors	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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization HEALTHPARTNERS INSTITUTE		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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization HEALTHPARTNERS INSTITUTE			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) (2020)

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

2020

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

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) 2020

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) 2017	(b) 2018	(c) 2019	(d) 2020	(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) 2020

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|No

(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) 2020

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 instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

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 FASB 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 FASB 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 FASB 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) 2020

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

Term 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	1,695,182	644,449	1,050,733
d	Equipment ....	3,751,593	2,615,944	1,135,649
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,186,382

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other 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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program 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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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.)	182,239
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) 2020

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:

THE HEALTHPARTNERS INSTITUTE IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. HP'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. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2020 OR 2019 FOR UNRECOGNIZED TAX BENEFITS.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

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

Attach to Form 990.
Graphic Arrow

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

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 on 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 on 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? .............

Yes

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) 2020

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)
1HEIDI G CONRAD CFO & TREASURER	(i) (ii)	0 ------------- 427,834	0 ------------- 84,240	0 ------------- 75,972	0 ------------- 149,704	0 ------------- 40,136	0 ------------- 777,886	0 ------------- 74,862
2BRET C HAAKE MD DIRECTOR	(i) (ii)	0 ------------- 526,476	0 ------------- 79,630	0 ------------- 10,653	0 ------------- 54,209	0 ------------- 38,702	0 ------------- 709,670	0 ------------- 0
3NANCY L EVERT BRD SCTRY - GNRL COUNSEL	(i) (ii)	0 ------------- 376,852	0 ------------- 90,480	0 ------------- 21,524	0 ------------- 121,394	0 ------------- 23,896	0 ------------- 634,146	0 ------------- 0
4NICO P PRONK PHD DIRECTOR & PRESIDENT	(i) (ii)	0 ------------- 370,069	0 ------------- 54,906	0 ------------- 6,513	0 ------------- 74,728	0 ------------- 37,768	0 ------------- 543,984	0 ------------- 0
5DAVID A DZIUK FORMER CFO	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 487,728	0 ------------- 0	0 ------------- 31,867	0 ------------- 519,595	0 ------------- 0
6CARA M HULL DIRECTOR	(i) (ii)	0 ------------- 369,877	0 ------------- 74,300	0 ------------- 5,126	0 ------------- 21,375	0 ------------- 37,160	0 ------------- 507,838	0 ------------- 0
7PATRICK T COURNEYA MD DIRECTOR & VICE CHAIR	(i) (ii)	0 ------------- 307,157	0 ------------- 50,000	0 ------------- 61,151	0 ------------- 53,677	0 ------------- 23,343	0 ------------- 495,328	0 ------------- 0
8FELIX K ANKEL MD FORMER EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 257,421	0 ------------- 0	0 ------------- 40,906	0 ------------- 74,153	0 ------------- 34,970	0 ------------- 407,450	0 ------------- 0
9LEAH R HANSON PHD DIRECTOR	(i) (ii)	0 ------------- 196,839	0 ------------- 27,475	0 ------------- 5,038	0 ------------- 38,479	0 ------------- 31,642	0 ------------- 299,473	0 ------------- 0
10CHARLES J FAZIO MD FORMER DIRECTOR & VICE CHAIR	(i) (ii)	0 ------------- 15,467	0 ------------- 86,388	0 ------------- 91,081	0 ------------- 6,025	0 ------------- 13,035	0 ------------- 211,996	0 ------------- 93,566
11TASHA M GASTONY PA DIRECTOR	(i) (ii)	0 ------------- 187,827	0 ------------- 7,258	0 ------------- 1,315	0 ------------- 0	0 ------------- 0	0 ------------- 196,400	0 ------------- 0

Schedule J (Form 990) 2020

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	HEALTHPARTNERS 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, LINES 4A-B	OTHER COMPENSATION IN COLUMN BIII OF SCHEDULE J, PART II INCLUDES AMOUNTS RECEIVED AS A SEVERANCE PAYMENT FOR THE FOLLOWING DIRECTORS AND OFFICERS: DAVID A. DZIUK $487,728 DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: HEIDI G. CONRAD $ 36,201 NANCY L. EVERT $ 34,471 PATRICK T. COURNEYA $ 25,913
PART I, LINE 6	ALL PAID 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 HEALTHPARTNERS 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 INCOME 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: CHARLES J. FAZIO, MD $ 93,566 HEIDI G. CONRAD $ 74,862 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) 2020

Additional Data

Software ID:
Software Version:

- TIN:

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

2020

Open to Public
Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

Employer identification number

41-1670163

Return Reference	Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	CORPORATE STRUCTURE, PURPOSE, GOVERNANCE HEALTHPARTNERS 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, INC. (HPI) IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS ORGANIZATIONS REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS". HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. 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 EMPLOYED PHYSICIANS AND DENTISTS, EIGHT OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 129 PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN SERVING MORE THAN 1.27 MILLION PATIENTS. HEALTHPARTNERS HEALTH PLANS CONTRACT WITH OTHER PRIMARY AND SPECIALTY MEDICAL FACILITIES AND DENTAL FACILITIES, PHYSICIAN GROUPS, HOSPITALS AND RELATED HEALTHCARE PROVIDERS TO SERVE PLAN MEMBERS. HEALTHPARTNERS ALSO PROVIDES MEDICAL EDUCATION AND TRAINING TO MEDICAL PROFESSIONALS AND CONDUCTS RESEARCH AND FUNDRAISING ACTIVITIES THAT SUPPORT THE HEALTH CARE DELIVERY SYSTEM. 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 2020 ARE TOTAL COST OF CARE MEASUREMENTS (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). 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. PROVISION OF MANAGED CARE TO STATE PUBLIC PROGRAMS BENEFICIARIES HEALTHPARTNERS INSTITUTE CONTRACTS WITH THE STATE OF MINNESOTA TO PROVIDE MANAGED CARE SERVICES FOR THE FOLLOWING PROGRAMS: PRE-PAID MEDICAL ASSISTANCE PLAN (PMAP), A STATE- AND FEDERALLY-FUNDED PLAN FOR LOW-INCOME FAMILIES WITH CHILDREN (149,555 MEMBERS); MINNESOTACARE (MNCARE), A STATE- AND FEDERALLY-FUNDED PLAN FOR RESIDENTS WHO DO NOT HAVE ACCESS TO AFFORDABLE HEALTH CARE COVERAGE (22,167 MEMBERS); MINNESOTA SENIOR CARE PLUS (MSC+), A STATE- AND FEDERALLY-FUNDED PLAN FOR INDIVIDUALS OVER AGE 65 (1,1991MEMBERS); MINNESOTA SENIOR HEALTH OPTIONS (MSHO), A STATE- AND FEDERALLY-FUNDED PLAN THAT PROVIDES COORDINATED MEDICAL AND DRUG BENEFITS FOR INDIVIDUALS OVER AGE 65 (4,443 MEMBERS); AND SPECIAL NEEDS BASIC CARE (SNBC), A STATE- AND FEDERALLY-FUNDED PLAN FOR INDIVIDUALS WITH DISABILITIES WHO ARE 18-64 YEARS OLD (6,086 MEMBERS). HEALTHPARTNERS INSTITUTE SUPPORTS STATE PUBLIC PROGRAM MEMBERS BY PROVIDING INFORMATION ABOUT PLAN RESOURCES AND BENEFITS TO COUNTY EMPLOYEES, NURSING HOMES, HEALTH AND HOUSING ADVOCATES, FINANCIAL WORKERS AND COMMUNITY ORGANIZATIONS THROUGH A VARIETY OF COMMUNITY EVENTS AND PROGRAMS INCLUDING: GERONTOLOGICAL SOCIETY CONFERENCE MINNESOTA PUBLIC HEALTH ASSOCIATION (MPHA) MINNESOTA SOCIAL SERVICES ASSOCIATION (MSSA) VARIOUS COUNTY AND COMMUNITY EVENTS: KAREN ORGANIZATION OF MINNESOTA (KOM) ANNUAL GALA PARENTS IN COMMUNITY ACTION, INC. (PICA) VIETNAMESE SOCIAL SERVICES TET NEW YEAR CELEBRATION SPP INCENTIVES TO MEMBERS HEALTHPARTNERS INSTITUTE PROMOTES PREVENTIVE SERVICES FOR STATE PUBLIC PROGRAM PLAN MEMBERS THROUGH INCENTIVE PROGRAMS. THE WELL BABY INCENTIVE PROGRAM. THE WELL BABY INCENTIVE PROGRAM WAS ESTABLISHED AS AN OUTREACH PROGRAM AIMED AT CHILDREN ENROLLED IN PMAP OR MNCARE TO ENCOURAGE CAREGIVERS TO BRING INFANTS AGES 0 TO 15 MONTHS IN FOR ALL SIX WELL-CHILD EXAMS. KEEPING UP TO DATE ON THESE VISITS NOT ONLY KEEPS THE CHILD CURRENT ON IMMUNIZATIONS, IT SUPPORTS PREVENTIVE CARE THROUGHOUT THE CHILD'S LIFE. MEMBERS RECEIVE A $25 GIFT CARD AFTER THE FIRST THREE VISITS, AND A $50 GIFT CARD UPON COMPLETION OF ALL SIX. HPI DISTRIBUTED 462 GIFT CARDS (VALUED AT $14,350) FOR THIS PROGRAM IN 2020. THE PRE-TEEN IMMUNIZATIONS INCENTIVE PROGRAM. THE PRE-TEEN IMMUNIZATION PROGRAM ENCOURAGES PMAP AND MNCARE YOUTH TO GET THEIR HPV, MENINGOCOCCAL AND TDAP IMMUNIZATIONS. ONCE HPI RECEIVES THE CLAIM FOR THESE VACCINES, MEMBERS RECEIVE A $25 GIFT CARD IN THE MAIL. HEALTHPARTNERS INSTITUTE DISTRIBUTED 799 GIFT CARDS (VALUED AT $19,975) FOR THIS PROGRAM IN 2020. POSTPARTUM INCENTIVE. SNBC, PMAP AND MNCARE MEMBERS WHO RECEIVE A POSTPARTUM EXAM THREE TO EIGHT WEEKS AFTER THE BIRTH OF THEIR CHILD RECEIVE A $25 GIFT CARD. HEALTHPARTNERS INSTITUTE DISTRIBUTED 97 GIFT CARDS (VALUED AT $2,425) FOR THIS PROGRAM IN 2020. SNBC INCENTIVES. TO ENCOURAGE AN ANNUAL PRIMARY CARE VISIT, SNBC MEMBERS WHO COMPLETE THEIR ANNUAL PRIMARY VISIT RECEIVE A $25 GIFT CARD. MEMBERS ALSO RECEIVE A $25 GIFT CARD FOR DOING A CERVICAL CANCER SCREENING OR COMPLETING A MEDICATION THERAPY MANAGEMENT VISIT. HEALTHPARTNERS INSTITUTE DISTRIBUTED 410 GIFT CARDS (VALUED AT $10,250) FOR THESE THREE PROGRAMS IN 2020. CAR SEAT PROGRAM. PMAP AND MNCARE MEMBERS AGES EIGHT AND YOUNGER OR WOMEN WHO ARE AT LEAST SIX MONTHS PREGNANT ARE ELIGIBLE TO RECEIVE A CAR SEAT WITH THE COMPLETION OF A CAR SEAT SAFETY AND EDUCATION COURSE. HEALTHPARTNERS INSTITUTE DISTRIBUTED 672 CAR SEATS (VALUED AT $64,296) IN 2020. COVID-19 DENTAL SUPPORT INITIATIVE THE COVID-19 DENTAL SUPPORT INITIATIVE PROVIDES KEY DENTAL PERSONAL CARE ITEMS TO COUNTIES IN THIS TIME OF INCREASED NEED DUE TO COVID-19. EACH DENTAL KIT CONTAINS A TOOTHPASTE, A TOOTHBRUSH (CHILDREN OR ADULT) AND DENTAL FLOSS ALONG WITH AN EDUCATIONAL BROCHURE ABOUT ORAL HYGIENE. HEALTHPARTNERS INSTITUTE STATE PUBLIC PROGRAMS PROVIDED 1,296 CHILDREN AND 1,728 ADULT DENTAL KITS TO HEALTHPARTNERS INSTITUTE SERVICE COUNTIES.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	CHILDREN'S HEALTH INITIATIVES EARLY BRAIN DEVELOPMENT CARE AND CLINIC INITIATIVES TO EXPAND ON OUR ORGANIZATION-WIDE IMPLEMENTATION OF THE REACH OUT & READ PROGRAM FOR BABIES AND CHILDREN, AGES SIX MONTHS TO FIVE YEARS, HEALTHPARTNERS INSTITUTE ALSO GIVES EXPECTANT MOTHERS A BLACK AND WHITE BABY BOOK AND DISCUSSES EARLY BRAIN DEVELOPMENT AT THEIR 32-WEEK PRENATAL VISIT. THIS STARTS THE CONVERSATION ABOUT BOOSTING A CHILD'S BRAIN POWER AND THE IMPORTANCE OF STARTING AT BIRTH, WITH READING, TALKING, PLAYING AND SINGING. ACROSS OUR ORGANIZATION, HEALTHPARTNERS INSTITUTE GAVE OUT OVER 85,000 BOOKS IN 2020 IN 10 DIFFERENT LANGUAGES. IN 2020, HEALTHPARTNERS INSTITUTE APPLIED FOR A READING IS FUNDAMENTAL MATCHING GRANT TO HELP SUPPORT OUR REACH OUT AND READ PROGRAM, IN ADDITION TO HOSTING A COMMUNITY EVENT WHERE WE PROMOTE THE IMPORTANCE OF EARLY BRAIN DEVELOPMENT AND READING BY DISTRIBUTING FREE BOOKS FOR CHILDREN, AGES 0-18 YEARS OLD. DUE TO COVID, HEALTHPARTNERS HAD TO DELAY HOSTING THE COMMUNITY EVENT PORTION, BUT DELIVERED THE 2000 FREE BOOKS DIRECTLY TO THE BROOKLYN PARK, MN, LARGE SUBSIDIZED HOUSING PARTNER, AEON AT HUNTINGTON PLACE. THIS HOUSING DEVELOPMENT HOSTS OVER 200 FAMILIES REPRESENTING MANY LANGUAGES AND CULTURES. BOOKS SELECTIONS WERE CHOSEN FROM A SCHOLASTIC CATALOG OF OVER 8000 TITLES WITH GREATEST PRIORITY PLACED ON SHOWCASING BLACK, BROWN, ASIAN AND INDIGENOUS AUTHORS AND ILLUSTRATORS. ONCE COVID-19 HAS SUBSIDED, HEALTHPARTNERS IS PLANNING TO HOST THE EARLY BRAIN DEVELOPMENT AND FAMILY HEALTH INFORMATION EVENT ONSITE AT HUNTINGTON PLACE. IN 2021, DUE TO THE LARGEST EARLY BRAIN DEVELOPMENT UNDERSTANDING GAP FOR PARENTS BEING SHOWN TO BE IN FIRST 6 MONTHS OF LIFE (BEFORE THE START OF THE REACH OUT & READ PROGRAM), HEALTHPARTNERS INSTITUTE WILL ADD AN ADDITIONAL POINT OF FAMILY EDUCATION TO THE 1-2 MONTH PEDIATRIC WELL CHILD VISIT. THE CLINICIAN WILL DISCUSS THE IMPORTANCE OF EARLY AND FREQUENT MOMENTS BETWEEN PARENT/CARETAKER AND CHILD AND PROVIDE A BOOKMARK WITH INFORMATION ABOUT SIGNING UP FOR THE THINK SMALL PARENT POWERED TEXT PROGRAM. DEVELOPMENTAL AND SOCIAL EMOTIONAL SCREENING HEALTHPARTNERS INSTITUTE CONTINUED TO TRACK THEIR EARLY CHILDHOOD SCREENING ACROSS ALL PRIMARY CARE CLINICS THROUGHOUT 2020. COVID DID PRESENT SOME CHALLENGES WITH GETTING PATIENTS IN FOR WELL CHILD CHECKS BUT FOR THOSE THAT MADE IT IN, THERE WAS ABOUT AN 85% COMPLETION RATE FOR ALL SCREENS. IN AN EFFORT TO INCREASE COMPLIANCE, HEALTHPARTNERS INSTITUTE WOULD LIKE TO MAKE THESE SCREENINGS ELECTRONIC. IN PARTNERSHIP WITH OTHER MN HEALTH CARE ORGANIZATIONS, HEALTHPARTNERS INSTITUTE WROTE A PETITION TO APPROVE A DIFFERENT FORM (SURVEY OF WELLBEING OF YOUNG CHILDREN) THAT ALREADY HAS AN ELECTRONIC PLATFORM FOR CHILD AND TEEN CHECKS; WE'RE STILL WAITING FOR APPROVAL FROM THE INTERAGENCY DEVELOPMENTAL SCREENING TASK FORCE. POSTPARTUM DEPRESSION SCREENING PRENATAL SCREENING: IN NOVEMBER 2020, HEALTHPARTNERS' OB/GYN TEAM EXPANDED THE USE OF THE EDINBURGH POSTPARTUM DEPRESSION SCREEN. IT IS NOW STANDARD ACROSS ALL CARE GROUPS TO SCREEN AT THE INITIAL PRENATAL AND 28-WEEK OB VISIT. THIS ADDITIONAL SCREENING WILL HELP OUR CARE TEAM IDENTIFY IF A MOM IS STRUGGLING PRIOR TO DELIVERY AND IN TURN, WILL HELP IMPROVE THE HEALTH OF THE MOM AND BABY. IT WILL ALSO GIVE THE CARE TEAM A BASELINE TO COMPARE TO AT HER POSTPARTUM VISIT. POSTPARTUM SCREENING: ALL MOMS ARE SCREENED AT THEIR BABY'S 1, 2, 4, AND 6 MONTHS WELL CHILD CHECK, IN ADDITION TO HER 6-WEEK POSTPARTUM VISIT. THE CHI EPDS WORKGROUP DEVELOPED A NEW WORKFLOW THAT WILL INCLUDE DIRECT DOCUMENTATION INTO THE MOM'S CHART DURING THE WELL CHILD CHECK. THIS NEW PROCESS WILL HELP ENSURE CONSISTENCY OF CARE BECAUSE THE MOM'S CLINICIANS WILL BE ABLE TO SEE HER SCORES, ALONG WITH ANY ALERTS WITH A HIGH SCORE. THIS WILL GO LIVE IN EARLY 2021. MOTHERS WHO SCREEN POSITIVE ARE OFFERED SUPPORT THROUGH CARE COORDINATION, MENTAL HEALTH RESOURCES, AND COMMUNITY REFERRALS (WHEN APPROPRIATE). OUR PARK NICOLLET MENTAL HEALTH SPECIALTY TEAM ALSO OFFERS A FREE, TWICE MONTHLY SUPPORT GROUP FOR FAMILIES STRUGGLING WITH PERINATAL MENTAL HEALTH CONCERNS. THIS GROUP SERVES AS AN IMPORTANT ELEMENT OF THE PERINATAL MENTAL HEALTH CONTINUUM OF CARE. BREASTFEEDING MOM BABY CAF: DUE TO THE PANDEMIC, WE HAD TO PUT A HOLD ON OUR CAFES ACROSS THE CARE GROUP (PARK NICOLLET, COMO, WESTFIELDS AND AMERY). WE ALSO HAD TO HOLD OFF ON THE PLANNED CAF EXPANSION ON THE WEST SIDE. WE WILL RE-EVALUATE ONCE WE CAN SAFELY MEET IN PERSON. DURING THIS TIME, THE METHODIST LACTATION DEPARTMENT INVESTIGATED HOSTING VIRTUAL CAFES. THEY STARTED PILOTING THEM IN EARLY 2021 AND WILL DECIDE TO EXPAND DEPENDING UPON PATIENT FEEDBACK. OUTPATIENT LACTATION CHAMPION: DUE TO STAFF CONSTRAINT, WE HAD TO HOLD OFF ON THIS SUPPORT. AT THE END OF 2020, WE DID PULL TOGETHER A SMALL GROUP TO START EVALUATING THE POSITION AND DISCUSS DEVELOPING A STANDARD WORKFLOW AROUND OBC UTILIZATION AND ENSURING WE HAVE THE RIGHT STAFF PROVIDING THE SUPPORT SO IT'S A SUSTAINABLE PROGRAM. ONCE THIS IS DESIGNED, WE PLAN TO CONTINUE TO WORK WITH INSTITUTE FOR THE ADVANCEMENT OF BREASTFEEDING AND LACTATION EDUCATION (IABLE) TO TRAIN OUR TEAMS. THROUGH THIS ASSESSMENT, THE PROJECT MANAGER HAS BEEN CONNECTING WITH COMMUNITY PARTNERS TO BETTER UNDERSTAND OUR PATIENT POPULATION AND NEEDS. HEALTHY BEGINNINGS ALL HEALTHPARTNERS CLINICS ARE UNIVERSALLY SCREENING WOMEN FOR SUBSTANCE USE AT THEIR INITIAL OB VISIT. THOSE WHO SCREEN POSITIVE ARE OFFERED THE 1:1 SUPPORT OF A HEALTHY BEGINNINGS SPECIALIST, WHO HELP THE PATIENT SET GOALS AND CREATE A PRACTICAL PLAN TO REACH SOBRIETY AND PARENTING GOALS; THIS INCLUDES IBCLC SPECIALIZED SUPPORT AND GUIDANCE ALONGSIDE OPIOID AVOIDANCE MAINTENANCE MEDICATION. FOR THE PAST FEW YEARS, OUR SPECIALISTS HAVE NOTICED THAT PATIENTS WHO ARE REFERRED TO THEM ARE OFTENTIMES STRUGGLING WITH MULTIPLE SOCIAL DETERMINANTS OF HEALTH. THEY HAVE BEEN CONNECTING PATIENTS TO COMMUNITY RESOURCES OR PARTNERS, LIKE CRADLE OF HOPE OR EVERYDAY MIRACLES. THE EFFECTS OF THE PANDEMIC HAVE EXASPERATED THIS NEED. DUE TO THIS DEMAND, HEALTHY BEGINNINGS LEADERS MET TO DISCUSS OFFICIALLY EXPANDING THE SCOPE OF THE H.B. SPECIALIST. IN 2021, WE WILL BE ADDING ADDITIONAL SDOH SCREENING QUESTIONS TO INCREASE SUPPORT FOR OUR PATIENTS. ADOLESCENT SEXUAL HEALTH IN 2020, CHI RECEIVED A GRANT TO HAVE A WORKGROUP, IN PARTNERSHIP WITH OUR HEALTHPARTNERS INSTITUTE , PILOT SURVEYING TEENS ON THE USE OF AN IPAD TO ANSWER THE TEEN QUESTIONNAIRE AND HOW THEY FELT ABOUT THAT INFORMATION BEING STORED IN THEIR RECORD. THIS PILOT IS STILL GOING ON, BUT THE INFORMATION WILL HELP US ASSESS HOW WE REACH OUT TO TEENS AND DOCUMENT IN THEIR RECORD. THE CHI ADOLESCENT SEXUAL HEALTH WORK GROUP IMPLEMENTED THE TEEN QUESTIONNAIRE IN CLINICS AND DEVELOPED RESOURCES TO SUPPORT CLINICIANS HAVING CONVERSATIONS WITH ADOLESCENTS AND PARENTS ABOUT SEXUAL HEALTH (IN PARTNERSHIP WITH THE ANNEX TEEN CLINIC) IN 2018. THE CHI LEADERS ALSO MET WITH THE POWERUP TEEN LEADERSHIP COUNCIL SPONSORS AND THEY HAVE AGREED TO ALLOW US TO BRING ITEMS FORWARD TO THEIR MEETINGS FOR FEEDBACK. IN Q4 2020, HEALTHPARTNERS INSTITUTE ASKED THE COUNCIL TO PROVIDE FEEDBACK ON OUR TEEN QUESTIONNAIRE; WHAT'S HELPFUL/RELEVANT, WHAT WE SHOULD CHANGE AND OVERALL GENERAL FEEL OF BEING ASKED THESE QUESTIONS. WE HAVE BROUGHT THIS FEEDBACK FORWARD TO THE PEDS STANDARD WORKGROUP AND WILL BE IMPLEMENTING CHANGES TO THE QUESTIONNAIRE IN 2021. THE GROUP WILL CONTINUE TO WORK ON EXPANDING TIMELY ACCESS TO LONG ACTING REVERSIBLE CONTRACEPTION BY IMPLEMENTING TRAINING OPPORTUNITIES ACROSS HEALTHPARTNERS CLINICS, AND WORK WITH THE PATIENT PRIVACY WORK GROUP TO SUPPORT CLINICAL GUIDANCE FOR MINOR CONSENT. IN 2019, THE ADOLESCENT HEALTH GROUP HAS DONE AN IUD TRAINING AND MENTORING FOR PROVIDERS. DUE TO THE PANDEMIC, HEALTHPARTNERS INSTITUTE DID NOT HOST ANY TRAININGS IN 2020 BUT HAVE SOME SCHEDULED FOR 2021. REDUCING DISPARITIES IN MATERNAL AND CHILD HEALTH IN EFFORTS TO IMPROVE QUALITY AND REDUCE HEALTH DISPARITIES, A SYSTEM-WIDE PERINATAL MEASUREMENT COMMITTEE WAS FORMED TO REVIEW CURRENT STATE PERINATAL SAFETY MEASURES, DEVELOP CONSISTENT DEFINITIONS AND ESTABLISH BEST PRACTICE IN THE IDENTIFICATION, METHOD OF TREATMENT AND PREVENTION MODELS TO REDUCE COSTS AND COMPLICATION RATES. FROM THIS WORK, A SYSTEM-WIDE SCORECARD WAS CREATED IN 2020, ALONG WITH A PERINATAL ANALYSIS, SO LEADERS CAN EASILY REVIEW THEIR SITES AND COMPARE TO OTHER CARE TEAMS WITHIN THE ORGANIZATION.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	TO BETTER SERVE OUR AFRICAN AMERICAN PATIENT POPULATION, CHI HAS PARTNERED WITH INTEGRATED CARE FOR HIGH RISK PREGNANCY (ICHRP). THIS GROUP PROVIDES PROFESSIONAL EXPERTISE; KNOWLEDGE OF PRENATAL AFRICAN AMERICAN MATERNAL AND CHILD HEALTH ISSUES; KNOWLEDGE OF THE AFRICAN AMERICAN COMMUNITY; AND CONNECTIONS TO LOCAL, NATIONAL OR INTERNATIONAL RESOURCES AND COLLEAGUES. STARTING IN EARLY 2021, WE WILL BE PILOTING REFERRING OUR PATIENTS TO THEIR PROGRAM. WE THIS AS A GREAT WAY TO ENSURE OUR PATIENTS ARE FEELING SUPPORTED THROUGHOUT THEIR PREGNANCY. IN 2020, PARK NICOLLET OB/GYN DEPARTMENT APPLIED FOR AND RECEIVED AN UCARE GRANT TO SUPPORT THE DEPARTMENT IN THE EDUCATION AND ALIGNMENT AROUND RECOGNIZING AND UNDERSTANDING BIAS AND HOW IT AFFECTS HEALTH OUTCOMES. THROUGH THIS GRANT, LEADERS WILL BE PROVIDED A SELF-ASSESSMENT ON WHERE THEY ARE WITH RECOGNIZING AND UNDERSTANDING THEIR OWN BIASES, ALONG WITH WORKING WITH AN OUTSIDE CONSULTANT (THE SAME ONE THAT HELPED THE REGIONS OB TEAM WITH THEIR BIAS TRAINING) TO HELP THE DEPARTMENT UNDERSTAND AND WORK TOGETHER ON THEIR GROUP BIASES AND WHAT THEY CAN DO TO IMPROVE THE CARE FOR OUR PATIENTS OF COLOR. LITTLE MOMENTS COUNT BUILDING OFF OF A PARTNERSHIP THAT BEGAN WITH THE GREATER TWIN CITIES UNITED WAY IN 2016 TO HOST YEARLY EARLY BRAIN DEVELOPMENT EDUCATIONAL COMMUNITY EVENTS AND CONVENE PARTNERS TO WORK TOGETHER ON THIS TOPIC TO ENCOURAGE EARLY PARENT/CARETAKER-CHILD INTERACTION AND TO OPTIMIZE EARLY BRAIN DEVELOPMENT AND CHILD HEALTH, A NEW STATE-WIDE INITIATIVE WAS FORMED IN 2018, CALLED LITTLE MOMENTS COUNT (LMC). LMC'S FOCUS IS ON BUILDING A MEDIA, BUSINESS, HEALTHCARE AND COMMUNITY GRASSROOTS APPROACH TO ENCOURAGE PARENTS AND CAREGIVERS TO SPEND TIME INTERACTING WITH THEIR BABIES AND YOUNG CHILDREN, ESPECIALLY IN THE FIRST THREE YEARS OF LIFE. IN 2020, WE HELD OUR FOURTH ANNUAL LITTLE MOMENTS COUNT COMMUNITY EDUCATIONAL EVENT, IN MINNEAPOLIS, MINNESOTA. OVER THE PAST FIVE YEARS, HEALTHPARTNERS HAS PLANNED AND FUNDED FIVE ANNUAL EDUCATION EVENTS ON THE TOPIC OF EARLY BRAIN DEVELOPMENT. A SIXTH IS PLANNED FOR FALL 2021. THE PROGRAM CONTINUES TO STRENGTHEN COMMUNITY PARTNERSHIPS, INCLUDING WORKING WITH THE THINK SMALL PARENT POWERED TEXTING PROGRAM TO ENCOURAGE PARENTS TO ENGAGE WITH THEIR CHILDREN TO OPTIMIZE EARLY BRAIN DEVELOPMENT. LMC FITS UNDER CHI'S EARLY BRAIN DEVELOPMENT FOCUS AND IS ALSO PROMOTED THROUGH OUR REACH OUT AND READ PROGRAM AT WELL CHILD CHECKS. LITTLE MOMENTS COUNT IS A STATEWIDE AWARENESS BUILDING CAMPAIGN TO ENCOURAGE PARENTS AND CARETAKERS OF YOUNG CHILDREN TO PRACTICE FREQUENT SERVE AND RETURN INTERACTION TO HELP A CHILD'S BRAIN OPTIMALLY DEVELOP. OPTIMAL BRAIN DEVELOPMENT HELPS BUILD THE PARENT/CARETAKER-CHILD RELATIONSHIP AND PAVE THE WAY FOR FUTURE THINKING AND REASONING, INCLUDING BRAIN PATHWAYS NEEDED FOR READING AND MATH ACADEMIC SUCCESS, MENTAL WELL-BEING, HIGH SCHOOL GRADUATION AND OTHER MARKERS OF SUCCESS. OPTIMAL EARLY BRAIN DEVELOPMENT ALSO HELPS MITIGATE TOXIC STRESS FOR THE CHILD AND IS AN IMPORTANT UPSTREAM FACTOR THAT HELPS REDUCE FUTURE CHRONIC DISEASE AND MENTAL AND SUBSTANCE HEALTH RISKS. HEALTHPARTNERS INSTITUTE IS THE CONVENER FOR THE STATEWIDE LITTLE MOMENTS COUNT WORK, HOSTING LITTLE MOMENTS COUNT LEADERSHIP COUNCIL MEETINGS SIX TIMES EACH YEAR WITH 40 OTHER COMMUNITY AND STATE-FOCUSED ORGANIZATIONS. HEALTHPARTNERS ALSO CONVENES AN EARLY BRAIN DEVELOPMENT CULTURAL CONSULTING GROUP AND BRINGS TOGETHER NINE LARGE HEALTH CARE SYSTEMS FROM ACROSS MINNESOTA TO PLAN COLLECTIVE ACTION ON EARLY BRAIN DEVELOPMENT. OTHER LITTLE MOMENTS COUNT FACTS: HEALTHPARTNERS INSTITUTE WAS A CO-SPONSOR IN JANUARY 2019 AND AUGUST 2019 OF THE NO SMALL MATTER SCREENINGS A FILM CREATED TO ELEVATE THE NEED AND IMPORTANCE OF ACTION AND FUNDING FOR EARLY BRAIN DEVELOPMENT. FROM THAT SCREENING, MINNESOTA PUBLIC RADIO CREATED A RECORDING OF THE PANEL DISCUSSION THAT AIRED IN MARCH 2019. OUR LMC CULTURAL CONSULTING GROUP HAS REPRESENTATIVES FROM THE AFRICAN AMERICAN, HMONG, SOMALI, AMERICAN INDIAN AND LATIN AMERICAN COMMUNITIES. HEALTHPARTNERS CEO ANDREA WALSH IS LEADING COORDINATED HEALTH CARE SYSTEMS ACTION, HAVING CONVENED EIGHT SYSTEM CEO MEETINGS TO DATE. A SEPARATE OPERATIONS-FOCUSED SYSTEM GROUP IS ALSO MEETING TO SUPPORT COORDINATED ACTION AND IMPLEMENTATION ACROSS OUR STATE. IN FEBRUARY 2020, LMC PARTNERED WITH THE ITASCA PROJECT TO LAUNCH THE 1000 DAYS WORK. IN THIS PROJECT, ITASCA PROJECT LAUNCHED A WHITE PAPER DETAILING THE KEY ISSUE AND HOW EMPLOYERS CAN HELP, AS WELL AS A WEBPAGE WITH DETAILS ABOUT WAYS EMPLOYERS CAN SUPPORT FAMILIES WITH YOUNG CHILDREN. ITASCA'S OVER 100 MEMBER EMPLOYERS ARE WORKING TOGETHER TO HELP SPREAD THIS IMPORTANT WORK. FAMILY CENTERED CARE BREASTFEEDING SUPPORT AND OPTIMIZATION ARE CONSIDERED A KEY ISSUE WITHIN OUR ORGANIZATION. REGIONS HOSPITAL WAS ACCREDITED BY BABY-FRIENDLY USA IN JANUARY 2015 AND LAKEVIEW HOSPITAL WAS ACCREDITED IN 2018. ALTHOUGH NOT DESIGNATED, METHODIST HOSPITAL COMPLETED ALL THE BABY-FRIENDLY USA PATHWAY AND PREPARATION ACTION IN 2017. IN 2016, WE LAUNCHED A WEEKLY BREASTFEEDING SUPPORT GROUP, CALLED THE MOM & BABY CAFE, AT COMO CLINIC (MODELED AFTER OUR EXISTING SUCCESSFUL PROGRAM AT METHODIST HOSPITAL). WE ALSO LAUNCHED THE PARTNERS IN BREASTFEEDING PRENATAL BREASTFEEDING EDUCATION CLASS AT THE HEALTHPARTNERS ST. PAUL CLINIC. IN ADDITION, 45 DESIGNATED LACTATION LOUNGES ARE AVAILABLE TO PATIENTS AND EMPLOYEES ACROSS OUR ORGANIZATION. HEALTHPARTNERS HEALTH PLAN AND CLINIC CARELINE AND BABYLINE TEAM MEMBERS ARE AVAILABLE TO PROVIDE 24/7 LACTATION SUPPORT FOR FAMILIES OVER THE PHONE. ADDITIONALLY, ON THE HEALTH PLAN SIDE, HEALTHPARTNERS INSTITUTE HAS PROVIDED EMPLOYER SUPPORT TO OPTIMIZE BREASTFEEDING ENVIRONMENTS IN THE COMMUNITY. INTERNALLY, HEALTHPARTNERS INSTITUTE HAS WORKED WITH MDH AND HAS BECOME A BREASTFEEDING-FRIENDLY DESIGNATED EMPLOYER. HEALTHPARTNERS INSTITUTE HAS ALSO CREATED CONTENT ON THE BUSINESS CASE, BEST PRACTICES AND LAWS THAT SUPPORT BREASTFEEDING. OTHER SUPPORTS DEVELOPED INCLUDE A WAY TO PURCHASE WORKSITE LACTATION ROOM EQUIPMENT THROUGH OUR DURABLE MEDICAL EQUIPMENT (DME) TEAM, A ROOM EVALUATION GRID AND SEVERAL PRESENTATIONS FOR COMPANIES TO USE TO GET STARTED. IN 2016, LAKEVIEW HOSPITAL ALSO RECEIVED A WASHINGTON COUNTY STATE HEALTH IMPROVEMENT PROGRAM (SHIP) GRANT TO ENHANCE THE DESIGNATED LACTATION SPACE AND MAKE MILK EXPRESSION FOR TRAVELING EMPLOYEES EASIER. IN 2020, HEALTHPARTNERS INSTITUTE EDUCATION TEAMS ARE DEVELOPING A NEW MYPREGNANCY PLATFORM TO HELP SUPPORT MEMBERS. AS PART OF THIS NEW PORTAL, ADDITIONAL EDUCATIONAL CONTENT ON LACTATION AND INFANT FEEDING WILL BE AVAILABLE, ONCE LAUNCHED. THIS CONTENT WILL HELP TO ENHANCE WHAT'S ALREADY OFFERED AND SERVE AS A COMPLIMENT TO WHAT'S ALREADY PROVIDED BY FAMILIES' CARE PROVIDERS, THE BIRTH CENTERS, AND LACTATION TEAMS. MN WIC HAS IDENTIFIED FORMULA SUPPLEMENTATION OF BABIES OF COLOR IN HOSPITALS AS A KEY ISSUE TO ADDRESS. THROUGH OUR PARTNERSHIP WITH MN WIC, IT HAS PROVIDED OUR HP HOSPITAL-SPECIFIC WIC INFANT OF COLOR SUPPLEMENTATION DATA FOR OUR REVIEW. THIS IS CO-MONITORED OVER TIME. HEALTHPARTNERS INSTITUTE HAS ELIMINATED NON-MEDICAL NEED FORMULA DISTRIBUTION ACROSS OUR ORGANIZATIONS. GIVING NON-MEDICALLY NEEDED SAMPLES HAS BEEN SHOWN TO DECREASE A FAMILY'S CONFIDENCE IN THE ABILITY TO PRODUCE ENOUGH MILK FOR THEIR BABY AND SIGNIFICANTLY INCREASE THE LIKELIHOOD FOR A BABY TO BE PROVIDED NON-MEDICALLY NEEDED SUPPLEMENTS. HEALTHPARTNERS INSTITUTE ALSO PROVIDED FREE HEALTHPARTNERS MARKET RESOURCE TEAM HOURS TO HELP CREATE A METRO OUTPATIENT CLINIC SURVEY ON NON-MEDICAL NEED FORMULA DISTRIBUTION PRACTICES AND EDUCATION NEEDED. IN 2017,HEALTHPARTNERS INSTITUTE WAS A KEY SUPPORT FOR STARTING A TWIN CITIES REGIONAL BREASTFEEDING COALITION AND PROVIDES CONTINUED PARTICIPATION AND SUPPORT OF THIS COALITION TO ADDRESS EQUITY AND CREATE AN IMPROVED BREASTFEEDING CARE CONTINUUM FOR THE COMMUNITY. HEALTHPARTNERS INSTITUTE ALSO PLAYS AN ACTIVE ROLE ON THE STATEWIDE BREASTFEEDING COALITION, AS WELL AS MANY COUNTY COALITIONS. IN 2018, HEALTHPARTNERS INSTITUTE PROVIDED DIRECTION AND HMONG EQUITY STAFF RESOURCE TO SUPPORT AN MDH CDC-FUNDED HMONG BREASTFEEDING RATE IMPROVEMENT PROJECT. THIS PROJECT WAS COMPLETED IN JANUARY 2020, WITH RESULTS OF COMMUNITY CONVERSATIONS ON WHAT WAS NEEDED LEADING TO COMMUNITY SUPPORT DEVELOPMENT WITHIN THE HMONG COMMUNITY FOR BREASTFEEDING AND THE CREATION OF VIDEOS ON BREASTFEEDING IN HMONG AND ENGLISH, AS WELL AS A SUCCESSFUL FACEBOOK HMONG BREASTFEEDING PHOTO CONTEST TO PROMOTE AND NORMALIZE BREASTFEEDING WITHIN THE HMONG COMMUNITY. AS A RESULT OF THIS WORK, CREATION OF A MINNESOTA HMONG BREASTFEEDING COALITION IS NOW UNDER CONSIDERATION.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	BREASTFEEDING OPTIMIZATION AND SUPPORT ARE IDENTIFIED AS ONE OF OUR KEY CHILDREN'S HEALTH INITIATIVE (CHI) PRIORITIES. GIVEN THIS, MANY INTERNAL STREAMS OF CONSISTENCY AND QUALITY IMPROVEMENT WORK ARE UNDERWAY, WITH THE OVERALL GOAL TO HELP OPTIMIZE BREASTFEEDING IN OUR ORGANIZATION AND THE COMMUNITY: ACROSS OUR SYSTEM, BREASTFEEDING PATIENT EDUCATION HAS BEEN EDITED AND CONSISTENT MESSAGES AND MATERIALS ARE NOW BEING USED IN PRENATAL, POSTNATAL AND HOSPITAL-BASED CARE SETTINGS. HEALTHPARTNERS INSTITUTE ROLLED OUT A PILOT OF A NEW CLINICAL OUTPATIENT BREASTFEEDING SUPPORT ROLE THE OUTPATIENT BREASTFEEDING CONSULTANT (OBC). THIS ROLE IS MEANT TO BE AN ON-THE-SPOT TRIAGE AND BASIC SUPPORT ASSIST IN EVERY OUTPATIENT CLINIC SETTING THAT SEES POSTNATAL MOMS AND BABIES. TELEPHONIC POSTNATAL BREASTFEEDING SUPPORT WAS TESTED/PILOTED AND THEN IMPLEMENTED ACROSS OUR MIDWIFE TEAMS TO ATTEMPT TO PROVIDE TIMELY SUPPORT TO INCREASE EXCLUSIVITY AND DURATION IN THE IMMEDIATE POSTPARTUM. A SIGNIFICANT IMPACT HAS BEEN SEEN IN PATIENTS OF COLOR. SOME ELEMENTS OF THIS PILOT MODEL ARE NOW FULLY ROLLED OUT WITHIN MIDWIFERY CARE AND IS ALSO BEING LOOKED AT TO SEE HOW IT CAN BE IMPLEMENTED SYSTEM WIDE. THE IMPRESSIVE RESULTS OF THE WORK HAVE BEEN PRESENTED AT SEVERAL STATEWIDE FORUMS TO ENCOURAGE OTHER SYSTEMS TO IMPLEMENT A SIMILAR MODEL. OB-PEDIATRIC-FAMILY MEDICINE COLLABORATION - HEALTHPARTNERS INSTITUTE PROGRESS IN THE OTHER NINE AREAS OF FOCUS WOULD NOT HAVE BEEN POSSIBLE WITHOUT STRONG COLLABORATION AMONG OBSTETRICS AND GYNECOLOGY (OBGYN), PEDIATRICS AND FAMILY MEDICINE. WE HAVE A GROUP OF DEDICATED CLINICIANS MEETING REGULARLY WITH THE GOAL OF PROVIDING COORDINATED CARE FOR FAMILIES ACROSS SPECIALTIES. POWERUP AND POWERUP SCHOOL CHALLENGE SINCE 2011, HEALTHPARTNERS INSTITUTE HAS BEEN MAKING IT EASY AND FUN TO EAT BETTER AND MOVE MORE WITH POWERUP. WE KNOW A MAJOR FACTOR IN PREVENTING MANY CHRONIC DISEASES IS A COMBINATION OF INCREASING FRUITS AND VEGETABLES AND INCREASING PHYSICAL ACTIVITY FOR KIDS, ADULTS AND COMMUNITIES. POWERUP IS A COMMUNITY-WIDE INITIATIVE THAT PROVIDE EXTENSIVE RESOURCES, RECIPES AND PROGRAMS FOR FAMILIES, SCHOOLS AND THE COMMUNITY. IN 2020, A NEWLY DESIGNED WEBSITE POWERUP4KIDS.ORG HAS EXPANDED ACCESS TO ACTIVITIES, PROGRAMS AND RESOURCES FOR BETTER EATING AND MOVING MORE. POWERUP HAS PARTNERED WITH SCHOOLS FOR 9 YEARS THROUGH THE SCHOOL CHALLENGE PROGRAM. THE INNOVATIVE TWO-WEEK PROGRAM PROVIDES SCHOOLS WITH FLEXIBLE TOOLS FOR TEACHERS, CLASSROOM VEGGIE TASTING, VEGGIE TRACKERS, PRIZES AND RESOURCES FOR FAMILIES. EVEN WITH SCHOOL AND COMMUNITY RESTRICTIONS DUE TO COVID 19, MORE THAN 54 ELEMENTARY SCHOOLS PARTICIPATED IN 2020, REACHING MORE THAN 900 CLASSROOMS. SUBSIDIZED HEALTH SERVICES SUPPORTING NAMI MN HEALTHPARTNERS INSTITUTE HAS A LONG RELATIONSHIP WITH NATIONAL ALLIANCE ON MENTAL ILLNESS, MINNESOTA CHAPTER. FOR OVER 10 YEARS, HEALTHPARTNERS EMPLOYEES HAVE DONATED TIME BY BEING NAMI BOARD MEMBERS. IN 2020, HEALTHPARTNERS INSTITUTE WAS A GOLD SPONSOR OF MINNESOTA'S NAMI WALK, AN EVENT TO RAISE AWARENESS AND REDUCE THE STIGMA ASSOCIATED WITH MENTAL ILLNESS. IN 2020, HEALTHPARTNERS EMPLOYEES CONTRIBUTED OVER $5,000 TOWARD THE WALK. MAKE IT OK: IN 2020 THE REACH OF THE MAKE IT OK CAMPAIGN EXPANDED THROUGH TRAINING LOCAL AMBASSADORS, PROMOTION, AND PARTNERSHIPS WITH LOCAL AGENCIES AND PUBLIC HEALTH. DESPITE THE CHALLENGE OF COVID 19, MAKE IT OK MADE PROGRESS IN REDUCING THE STIGMA OF MENTAL ILLNESS WITH THE FOLLOWING IMPACT IN 2020: MAKE IT OK HELD 11 AMBASSADOR TRAININGS BOTH IN PERSON AND VIRTUALLY, MOBILIZING AN ADDITION 200 AMBASSADORS. MAKE IT OK REACHED MORE THAN 2,000 PEOPLE THROUGH COMMUNITY PRESENTATIONS, EVENTS AND TABLING. MORE THAN 90 PERCENT OF PARTICIPANTS REPORTED INCREASED KNOWLEDGE ABOUT MENTAL ILLNESS AND GREATER CONFIDENCE IN TALKING ABOUT MENTAL ILLNESS AS A RESULT OF THE PRESENTATIONS. MAKE IT OK HAS BEEN A KEY PARTNER IN A COMPREHENSIVE APPROACH TO MENTAL HEALTH FOR STUDENTS IN THE LOCAL SCHOOLS. THERE WERE MORE THAN 70,000 WEBSITE VISITS TO MAKEITOK.ORG IN 2019. THE MAKE IT OK TOOLS AND RESOURCES WERE DOWNLOADED MORE THAN 500 TIMES BY PEOPLE IN 250 US CITIES AND 25 MINNESOTA COUNTIES. IN A SURVEY OF MAKE IT OK AMBASSADORS IN OCTOBER 2020, 88% SAID THAT MAKE IT OK WAS MORE THAN IMPORTANT THAN EVER IN A TIME OF SOCIAL ISOLATION AND EMOTIONAL STRESS FOR MANY IN OUR COMMUNITIES. IMPROVING BEHAVIORAL HEALTH OUTCOMES THROUGH SUPPORTS FOR TREATMENT ADHERENCE HEALTHPARTNERS INSTITUTE IS HIGHLY EFFECTIVE AT SUPPORTING MEMBERS IN INCREASING TREATMENT ADHERENCE. THE FOUR CLASSES OF PSYCHIATRIC MEDICATION THAT HEALTHPARTNERS SUPPORTS THROUGH MAILED REMINDER LETTERS FOR REFILLS ARE: ANTIDEPRESSANTS, ANTIPSYCHOTICS, MOOD STABILIZERS AND ANTI-CRAVING MEDICATIONS (USED IN THE TREATMENT OF ADDICTIONS). OUR PROGRAM TARGETING A FIFTH CATEGORY OF MEDICATION SEEKS TO REDUCE BENZODIAZEPINE USE AMONG MEMBERS WITH ANXIETY DISORDERS. IN 2020, THERE WERE COMMUNICATIONS WITH MORE THAN 60,000 MEMBERS REGARDING MEDICATION REFILLS, HEALTH EDUCATION AND WITH THEIR PRESCRIBERS REGARDING OVERDUE REFILLS. THE PROGRAMS EACH HAVE DIFFERENT CONTENT BASED ON THE CONDITION BEING TARGETED AND THE OUTCOME GOALS. MEDICATION REFILL REMINDER AND HEALTH EDUCATION NEWSLETTERS WERE SENT VIA MAIL AND DIGITAL METHODS TO MEMBERS TO HELP SUPPORT ADHERENCE TO BEHAVIORAL HEALTH MEDICATIONS FOR DEPRESSION, BIPOLAR DISORDER, SCHIZOPHRENIA, CHEMICAL DEPENDENCY, AND ANXIETY DISORDERS. THE TOTAL COST OF THIS PROGRAM INCLUDING DIGITAL AND MANUAL MAILINGS WAS APPROXIMATELY $30,000. IMPROVING BEHAVIORAL HEALTH OUTCOMES THROUGH SUPPORTS FOR TREATMENT ADHERENCE HEALTHPARTNERS INSTITUTE IS HIGHLY EFFECTIVE AT SUPPORTING MEMBERS IN INCREASING TREATMENT ADHERENCE. THE FOUR CLASSES OF PSYCHIATRIC MEDICATION THAT HEALTHPARTNERS SUPPORTS THROUGH MAILED REMINDER LETTERS FOR REFILLS ARE: ANTIDEPRESSANTS, ANTIPSYCHOTICS, MOOD STABILIZERS AND ANTI-CRAVING MEDICATIONS (USED IN THE TREATMENT OF ADDICTIONS). OUR PROGRAM TARGETING A FIFTH CATEGORY OF MEDICATION SEEKS TO REDUCE BENZODIAZEPINE USE AMONG MEMBERS WITH ANXIETY DISORDERS. IN 2020, THERE WERE COMMUNICATIONS WITH MORE THAN 60,000 MEMBERS REGARDING MEDICATION REFILLS, HEALTH EDUCATION AND WITH THEIR PRESCRIBERS REGARDING OVERDUE REFILLS. THE PROGRAMS EACH HAVE DIFFERENT CONTENT BASED ON THE CONDITION BEING TARGETED AND THE OUTCOME GOALS. MEDICATION REFILL REMINDER AND HEALTH EDUCATION NEWSLETTERS WERE SENT VIA MAIL AND DIGITAL METHODS TO MEMBERS TO HELP SUPPORT ADHERENCE TO BEHAVIORAL HEALTH MEDICATIONS FOR DEPRESSION, BIPOLAR DISORDER, SCHIZOPHRENIA, CHEMICAL DEPENDENCY, AND ANXIETY DISORDERS. THE TOTAL COST OF THIS PROGRAM INCLUDING DIGITAL AND MANUAL MAILINGS WAS APPROXIMATELY $30,000. REDUCING PSYCHIATRIC HOSPITALIZATIONS & READMISSIONS HEALTHPARTNERS INSTITUTE PLANS EMPLOY STAFF TO PROVIDE BEHAVIORAL HEALTH COACHING AND CARE COORDINATION TO SUPPORT NEARLY 14,000 NEW HIGH-RISK MEMBERS TO PREVENT CRISES THAT LEAD TO EMERGENCY HOSPITALIZATION. HEALTHPARTNERS ALSO HELPS THOSE LEAVING THE HOSPITAL GET PROMPT TREATMENT FROM AN OUTPATIENT MENTAL HEALTH PROVIDER. A RECENT ANALYSIS INDICATES A 2.7 TO 1 RETURN ON INVESTMENT WITH GROSS SAVINGS OF $10.7M AND NET SAVINGS OF APPROXIMATELY $6.3M DUE TO FEWER HOSPITALIZATIONS. HEALTHPARTNERS INSTITUTE PLANS EMPLOY STAFF TO PROVIDE AFTERCARE COORDINATION, WHICH CONSISTS OF PHONE CALLS TO MEMBERS AFTER THEY ARE DISCHARGED FROM INPATIENT PSYCHIATRY UNITS. THE CALLS HELP COORDINATE THEIR CARE AND ENCOURAGE THEM TO ATTEND OUTPATIENT AFTERCARE APPOINTMENTS. ED VISIT FOLLOW UP: EMERGENCY DEPARTMENT ADMISSIONS TRIGGER TELEPHONIC OUTREACH FROM OUR BEHAVIORAL HEALTH CASE MANAGERS. OUR CASE MANAGERS REACH OUT TO OUR MEMBERS TO UNDERSTAND WHAT LED UP TO THE RECENT EMERGENCY DEPARTMENT VISIT AND ASSESS CURRENT BARRIERS AND NEEDS. IF THE MEMBER PREVIOUSLY DECLINED TELEPHONIC CASE MANAGEMENT SUPPORT, OUR CASE MANAGERS WILL ATTEMPT TO ENGAGE AND SUPPORT THESE MEMBERS AT A POINT OF POTENTIAL CRISIS. THESE MEMBERS ARE OFTEN INTERESTED IN ENGAGING WITH US IN THE AFTERMATH OF A CRISIS. IN 2020, 439 MEMBERS, WHO WERE PREVIOUSLY IDENTIFIED FOR TELEPHONIC CASE MANAGEMENT SERVICES, EXPERIENCED A RECENT EMERGENCY DEPARTMENT VISIT FOR A BEHAVIORAL HEALTH CONCERN. WE ENGAGED 38% OF THESE MEMBERS IN TELEPHONIC SUPPORT BY REACHING 165 OF THE 439 MEMBERS.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	SUICIDE SCREENING: IN 2018, THE HEALTHPARTNERS INSTITUTE WAS PART OF A LARGE RESEARCH STUDY ACROSS SEVEN HEALTH SYSTEMS THAT DEVELOPED AND VALIDATED MODELS TO PREDICT SUICIDE ATTEMPTS USING HEALTH RECORDS AND SELF-REPORTED DATA. IN 2019, OUR HEALTH PLAN TOOK THE PUBLISHED RESEARCH AND WORKED WITH OUR OWN HEALTH INFORMATICS TEAM TO REPLICATE THE MODELS TO PREDICT RISING RISK OF SUICIDE ATTEMPTS WITH HEALTH PLAN DATA AND IMPLEMENTED USING THIS METHOD OF IDENTIFICATION TO TRIGGER OUTREACH BY OUR BEHAVIORAL HEALTH CASE MANAGERS, WHO WOULD ATTEMPT TO ENGAGE THE MEMBERS AND COMPLETE A SUICIDE ASSESSMENT AND INTERVENTION PROTOCOL TO ADDRESS RISK. OUR BEHAVIORAL HEALTH CASE MANAGERS WORKED TO ACHIEVE IMPACTFUL RESULTS WITH MEMBERS IDENTIFIED AS HIGH RISK OR RISING RISK OF SUICIDE. IN 2020, 463 INDIVIDUAL MEMBERS IN OUR BH CASE MANAGEMENT PROGRAM WERE IDENTIFIED AS HIGH RISK OR RISING RISK OF SUICIDE. OUR CASE MANAGERS ENGAGED AND ASSESSED 227 (49%) OF THOSE MEMBERS BY CONDUCTING THE COLUMBIA SUICIDE SEVERITY SCREENING. BASED ON THE RISK SCORE AND CLINICAL PICTURE OF THE MEMBERS, OUR CASE MANAGERS PROVIDED CRISIS INTERVENTION AND RESOURCES, EDUCATION, COACHING AND SUPPORT WHEN THEY NEEDED IT MOST. THE COST OF THIS PROGRAM (BEHAVIORAL HEALTH CASE MANAGEMENT INCLUDING OUTPATIENT, INPATIENT, ED VISIT, AND SUICIDE SCREENING) WAS APPROXIMATELY $5M WITH 94% USED FOR SALARIES AND BENEFITS FOR STAFF. IMPROVING PATIENT SAFETY AND REDUCING DRUG RELATED OVERUSE AND MISUSE HEALTHPARTNERS INSTITUTE BEHAVIORAL HEALTH RESTRICTED RECIPIENT PROGRAM WAS ESTABLISHED OVER TEN YEARS AGO AND IS DESIGNED TO REDUCE MEDICATION OVERUSE AND MISUSE. FOLLOWING SPECIFIC PROGRAM PROTOCOLS FROM THE MINNESOTA DEPARTMENT OF HUMAN SERVICES UNIVERSAL RESTRICTED RECIPIENT PROGRAM, HEALTH PLANS PROVIDED OVERSIGHT AND GUIDANCE FOR NEARLY 700 MEMBERS WHO WERE RESTRICTED TO A SINGLE PHYSICIAN, PHARMACY AND HOSPITAL IN ORDER TO MINIMIZE MEDICATION-SEEKING FROM MULTIPLE PHYSICIANS SIMULTANEOUSLY. THE 2020 COSTS OF THE HEALTHPARTNERS BH RESTRICTED RECIPIENT PROGRAM WERE OVER $200,000. BEHAVIORAL HEALTH CLINIC WITHOUT WALLS IN 2019, THE BEHAVIORAL HEALTH DEPARTMENT PARTNERED WITH TWO AGENCIES ON AN 18-MONTH PILOT TO PROVIDE COMMUNITY-BASED SUPPORT, CLINIC WITHOUT WALLS, TO MEMBERS WITH SERIOUS AND PERSISTENT MENTAL ILLNESS WHO MAY NOT QUALIFY FOR OR BENEFIT FULLY FROM BENEFIT-BASED PROGRAMS. THE PARTNERSHIPS WITH RADIAS HEALTH AND VAIL PLACE ALLOW US TO SUPPORT MEMBERS ACROSS THE METRO AREA. THESE PARTNERSHIPS PROVIDE CLINICAL SUPPORT OUT IN THE COMMUNITY FOR MEMBERS WHO HAVE BEEN CHALLENGING TO ENGAGE IN COMPLEX CASE MANAGEMENT DUE TO HOMELESSNESS, MENTAL ILLNESS, AND/OR OTHER SOCIOECONOMIC FACTORS. RADIAS HEALTH IS AN INTEGRATED HEALTHCARE EXPERIENCE SERVING THE WELL-BEING OF THE WHOLE PERSON THROUGH PRIMARY CARE, BEHAVIORAL HEALTH, PHARMACY SERVICES, RESIDENTIAL TREATMENT AND SUPPORTIVE HOUSING THROUGHOUT THE METRO AREA. RADIAS HEALTH IS LOCATED IN ST. PAUL. FOR YEAR 2020, WE REFERRED 80 MEMBERS AND THEY WERE ABLE TO ENGAGE 46 (57.5%). VAIL PLACE IS A COMMUNITY RESOURCE CENTER FOR ADULTS WITH SERIOUS MENTAL ILLNESSES, SERVING AS A SINGLE POINT OF ACCESS AND COORDINATION FOR MEMBERS PURSUING RECOVERY NEEDS INCLUDING: ESSENTIAL DAILY LIVING SERVICES (HOUSING, EMPLOYMENT, HEALTH AND WELLNESS, ETC.); AND CONNECTIONS TO OTHER CRITICAL COMMUNITY RESOURCES (MEDICAL, DENTAL, BENEFITS, ETC.). VAIL PLACE HAS LOCATIONS IN UPTOWN MINNEAPOLIS AND HOPKINS. FOR YEAR 2020, WE REFERRED 80 MEMBERS AND THEY WERE ABLE TO ENGAGE 50 (62.5%). HEALTHPARTNERS INSTITUTE INVESTED $422,275 IN 2020 FOR THE BEHAVIORAL HEALTH CLINIC WITHOUT WALLS PROGRAM. COMMUNITY EVENTS MARCH FOR BABIES (APRIL 27, 2019) - HEALTHPARTNERS WALK TEAM INCLUDED 31 WALKERS WHO RAISED OVER $1,000 FOR MOMS AND BABIES. NAMI WALK (SEPTEMBER 26, 2020) HEALTHPARTNERS HAS HAD A LONG RELATIONSHIP WITH NAMI AND HAS BEEN ONE OF THE FIRST SPONSORS SINCE ITS INAUGURAL WALK IN 2007. IN 2020, HEALTHPARTNERS ORGANIZATIONS RAISED $9,640 AND HAD 58 REGISTERED WALKERS. PRIDE FESTIVAL HEALTHPARTNERS INSTITUTE HAS BEEN A LONGTIME ADVOCATE OF THE PRIDE FESTIVAL. IN 2020, HEALTHPARTNERS AND PARK NICOLLET GENDER SERVICES TEAMS ATTENDED TWIN CITIES PRIDE'S FIRST VIRTUAL MARKETPLACE. COLLEAGUES FROM GENDER SERVICES AND MELROSE HOSTED LIVE CHATROOMS TO ANSWER QUESTIONS AND SHARE INFORMATION. THE FOOD GROUP HEALTHPARTNERS INSTITUTE HAS HAD A PARTNERSHIP WITH THE FOOD GROUP, A FULL-SERVICE FOOD BANK WITH OVER 200 HUNGER RELIEF PARTNERS STATEWIDE PROVIDING FREE FOOD, ACCESS TO BULK FOOD PURCHASING, AND FORMALIZED FOOD DRIVE PROGRAMS. THE FOOD GROUP ALSO OFFERS FOOD SHELVES FREE DELIVERY, AND OUTREACH AND ADVOCACY OPPORTUNITIES. UNLIKE SOME FOOD BANKS, THE FOOD GROUP DOES NOT CHARGE MEMBERSHIP OR HANDLING FEES TO OUR NETWORK OF HUNGER-RELIEF PROGRAMS. IN 2020, HEALTHPARTNERS INSTITUTE CONTRIBUTED 936 POUNDS OF DONATIONS AND $87. COMMUNITY BUILDING ACTIVITIES TRIPLE AIM HEALTHPARTNERS INSTITUTE IS WORKING TO TRANSFORM HEALTH CARE BY DELIVERING OUTSTANDING CARE AND SERVICE THAT IS CONSISTENT WITH HEALTHPARTNERS INSTITUTE FOR HEALTHCARE IMPROVEMENT'S "TRIPLE AIM" INITIATIVE. HEALTHPARTNERS IS ONE OF 12 ORGANIZATIONS PARTICIPATING IN THE PROJECT, AN INTERNATIONAL INITIATIVE TO DEVELOP MODELS OF CARE THAT SIMULTANEOUSLY OPTIMIZE THE HEALTH OF THE POPULATION AND THE EXPERIENCE OF EVERYONE, WHILE REDUCING PER CAPITA HEALTH CARE COSTS. THE INSTITUTE FOR HEALTHCARE IMPROVEMENT (IHI) SELECTED HEALTHPARTNERS IN 2007 FOR THIS MULTI-YEAR PROJECT BASED ON INITIATIVES HEALTHPARTNERS HAD IN PLACE THAT SUPPORT THE TRIPLE AIM. BEING PART OF AN INTEGRATED ORGANIZATION ALLOWS ENTITIES TO ADOPT AND SHARE IMPROVEMENTS SUCH AS BEST PRACTICES AND PATIENT EDUCATION MATERIALS ACROSS THE SYSTEM. HEALTHPARTNERS CONTINUES TO WORK WITH THE TRIPLE AIM AS WE WORK TOWARDS EXCELLENCE IN HEALTH CARE. HEALTHPARTNERS IS DRIVING CHANGE THAT HELPS OUR MEMBERS LIVE HEALTHIER LIVES AND LOWERS COSTS. THROUGH OUR UNIQUE WELLNESS PROGRAMS, ADVOCACY EFFORTS AND INNOVATIVE PAYMENT APPROACHES WHICH INCENT AND REWARD QUALITY, WE ARE ABLE TO PROVIDE BETTER VALUE FOR OUR CUSTOMERS. WE COLLABORATE WITH OTHER PLANS, CARE PROVIDERS AND NON-PROFIT ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND DISSEMINATE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY AND COLLABORATE ON SYSTEM IMPROVEMENTS. BY PARTNERING WITH PROVIDERS, MEMBERS, PURCHASERS, AND THE COMMUNITY, WE ARE LEVERAGING OUR PLAN CAPABILITIES TO DEVELOP INITIATIVES, WHICH IMPROVE HEALTH, MEMBER EXPERIENCE AND AFFORDABILITY.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE CORPORATE MEMBER OF HEALTHPARTNERS 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	HEALTHPARTNERS INC., AS THE SOLE CORPORATE MEMBER, SELECTS AND/OR APPROVES ALL DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	HEALTHPARTNERS INC, 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	HEATHPARTNERS 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 HEALTHPARTNERS 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. HEALTHPARTNERS 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	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	HEALTHPARTNERS 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	HEALTHPARTNERS INSTITUTE'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM THE INSTITUTE OR HEALTHPARTNERS. HEALTHPARTNERS INSTITUTE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. HEALTHPARTNERS INSTITUTE'S CONFLICT OF INTEREST POLICY WHICH IS THE SAME AS THAT OF ITS 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 HEALTHPARTNERS 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 29,368,118. MANAGEMENT AND GENERAL EXPENSES 1,559,690. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,927,808. MEDICAL RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 4,719,867. MANAGEMENT AND GENERAL EXPENSES 257,568. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,977,435. OTHER FEES: PROGRAM SERVICE EXPENSES 53,473. MANAGEMENT AND GENERAL EXPENSES 14,137. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,610.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

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

2020

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

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	HPI - RAMSEY		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	HEALTHPARTNERS INC		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)	170(B)(1) (A)(VI)	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)(III)	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)(III)	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 I	HUTCHINSON HEALTH		No
(29)HEALTHPARTNERS RC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 84-4261122	HOSPITAL	MN	501(C)(3)	170(B)(1)(A)(III)	PARK NICOLLET HEALTH SERVICES		No
(30)OLIVIA HOSPITAL & CLINIC FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1839619	PROVIDE SUPPORT TO HOSPITAL	MN	501(C)(3)	509(A)(3) TYPE I	HEALTHPARTNERS RC		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2020

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?		(k) Percentage ownership
(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	(k) Percentage ownership

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	(h) Percentage ownership	(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	(h) Percentage ownership	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) 2020

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) ............................

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) 2020

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2020

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) 2020

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	13
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 2020 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	20
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 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,966,162	1,343,784
9	Program service revenue (Part VIII, line 2g) .........	41,886,610	39,910,720
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,295,468	4,077,999
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	444,289	227,255
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	46,592,529	45,559,758
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	272,996	0
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)....	45,149,001	41,224,719
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	45,421,997	41,224,719
19	Revenue less expenses. Subtract line 18 from line 12.......	1,170,532	4,335,039
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	75,133,860	85,408,406
21	Total liabilities (Part X, line 26).............	4,063,692	4,758,371
22	Net assets or fund balances. Subtract line 21 from line 20.....	71,070,168	80,650,035

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 37,374,381 including grants of $ ) (Revenue $ 40,137,975 )
	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 expenses37,374,381

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	4,397,503	906,263

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	1,250,552
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	93,232

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,343,784

		Business Code
2a	MEDICAL RESEARCH	541700	37,136,375	37,136,375
b	MEDICAL EDUCATION	611710	2,774,345	2,774,345
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		39,910,720

3 Investment income (including dividends, interest, and othersimilar amounts) ......			4,077,999			4,077,999
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	314,796
b	Less: cost of goods sold ..		10b	87,541
c	Net income or (loss) from sales of inventory..			227,255	227,255
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			45,559,758	40,137,975	0	4,077,999

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
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, lines 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 .........	136,902		136,902
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)	35,972,853	34,141,458	1,831,395
12	Advertising and promotion ....	51,761	50,377	1,384
13	Office expenses .......	225,596	137,810	87,786
14	Information technology ......	345,163	150,670	194,493
15	Royalties ..
16	Occupancy ...........	2,183,642	1,096,180	1,087,462
17	Travel ............	53,342	36,985	16,357
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	29,756	24,622	5,134
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	666,063	371,813	294,250
23	Insurance ...	609	133	476
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	965,783	931,989	33,794
b	SUPPLIES	298,902	293,136	5,766
c	MISCELLANEOUS	218,200	90,666	127,534
d	MAINTENANCE AND REPAIR	42,442	19,151	23,291
e	All other expenses	33,705	29,391	4,314
25	Total functional expenses. Add lines 1 through 24e	41,224,719	37,374,381	3,850,338	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 ........			26,703	1	45,712
2	Savings and temporary cash investments .........			1,498,832	2	4,237,919
3	Pledges and grants receivable, net ......			10,244,112	3	9,303,835
4	Accounts receivable, net .............			1,122	4	40,729
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			116,132	8	56,261
9	Prepaid expenses and deferred charges ......			96,170	9	45,019
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	5,446,775
b	Less: accumulated depreciation	10b	3,260,393	2,846,770	10c	2,186,382
11	Investments—publicly traded securities .			60,041,964	11	69,315,114
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 ...........			262,055	15	177,435
16	Total assets. Add lines 1 through 15 (must equal line 33)...			75,133,860	16	85,408,406

17	Accounts payable and accrued expenses .....	3,685,508	17	4,397,061
18	Grants payable ...		18
19	Deferred revenue .........	112,526	19	179,071
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	265,658	25	182,239
26	Total liabilities. Add lines 17 through 25..	4,063,692	26	4,758,371

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	70,786,168	27	80,212,035
28	Net assets with donor restrictions ...........	284,000	28	438,000
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	71,070,168	32	80,650,035
33	Total liabilities and net assets/fund balances ........	75,133,860	33	85,408,406