Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
HEALTHPARTNERS INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8170 33RD AVENUE SOUTH PO BOX 1309
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554401309
D Employer identification number

41-1693838
E Telephone number

G Gross receipts $ 2,960,422,565
F Name and address of principal officer:
PENNY D CERMAK
8170 33RD AVENUE SOUTH PO BOX 1309
MINNEAPOLIS,MN554401309
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HEALTHPARTNERS.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1984
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 2,564,624,433 2,920,963,025
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 23,633,568 5,609,011
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,254,193 7,109,309
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,595,512,194 2,933,681,345
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 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) 95,909,536 93,506,282
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,419,131,963 2,690,030,276
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,515,041,499 2,783,536,558
19 Revenue less expenses. Subtract line 18 from line 12....... 80,470,695 150,144,787
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,412,382,010 1,432,583,134
21 Total liabilities (Part X, line 26)............. 715,530,014 650,907,537
22 Net assets or fund balances. Subtract line 21 from line 20..... 696,851,996 781,675,597
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,631,391,094 including grants of $   ) (Revenue $ 2,920,963,025 )
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 expensesMediumBullet2,631,391,094
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MN
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletKEVIN J BRANDT8170 33RD AVE S PO BOX 1309   MINNEAPOLIS,MN554401309 (952) 883-6584
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BRAD WOZNEY MD......................................................................
DIRECTOR
2.40
.................
0.00
X           0 33,000 0
(2) SHARON PIERCE......................................................................
DIRECTOR
3.00
.................
0.00
X           0 33,000 0
(3) JAMES MALECHA......................................................................
DIRECTOR
2.40
.................
0.00
X           0 36,000 0
(4) DAVID LAGERSTROM......................................................................
DIRECTOR
2.80
.................
0.00
X           0 30,000 0
(5) KATHLEEN KELLEY......................................................................
DIRECTOR
3.00
.................
0.00
X           0 30,000 0
(6) MORRIS GOODWIN......................................................................
DIRECTOR & TREASURER
3.50
.................
0.00
X   X       0 33,000 0
(7) DEBORAH HOPP......................................................................
DIRECTOR
2.60
.................
0.00
X           0 33,000 0
(8) AMY LANGER......................................................................
DIRECTOR & CHAIR
4.00
.................
0.00
X   X       0 50,000 0
(9) PAUL WILLIAMS......................................................................
DIRECTOR
3.20
.................
0.00
X           0 30,000 0
(10) PHILIP DONALDSON......................................................................
DIRECTOR & VICE CHAIR
2.10
.................
0.00
X   X       0 33,000 0
(11) SONDRA SAMUELS......................................................................
DIRECTOR
2.60
.................
0.00
X           0 33,000 0
(12) STEVEN M CONNELLY MD......................................................................
DIRECTOR & EXEC MEDICAL DIR
59.00
.................
1.00
X   X       0 990,654 167,158
(13) JEFF M MENDELOFF MD......................................................................
DIRECTOR
59.00
.................
1.00
X           0 1,026,817 80,600
(14) RAE ANN WILLIAMS MD......................................................................
DIRECTOR
49.00
.................
1.00
X           0 399,301 132,104
(15) ANA LEE......................................................................
DIRECTOR
2.50
.................
0.00
X           0 30,000 0
(16) ANDREA M WALSH......................................................................
PRESIDENT & CEO
20.00
.................
35.00
    X       0 2,482,363 788,695
(17) ANTHONY J ANDERSEN......................................................................
VP UNDERWRITING (SEPT - DEC)
0.00
.................
36.00
    X       0 244,586 83,303
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JEANETTE L AUGUSTSON........................................................................
VP HEALTHPARTNERS INSTITUTE
45.00
.......................0.00
    X       0 265,516 57,646
(19) RANDALL M BILLINGS........................................................................
SVP PROVIDER PARTNERSHIPS
0.50
.......................49.50
    X       0 515,021 115,048
(20) JULIE M BUNDE........................................................................
VP PRODUCT AND MARKET INNO
7.80
.......................40.20
    X       0 284,050 85,654
(21) STEVEN D BUNDE........................................................................
VP INTERNAL AUDIT
9.10
.......................35.90
    X       0 323,455 104,969
(22) DAVID L BUSCH........................................................................
VP PHARMACY SERVICES
22.80
.......................37.20
    X       0 374,588 99,557
(23) SHARILYN A CAMPBELL........................................................................
HEALTH PLAN CFO AND CAO
12.90
.......................35.10
    X       0 571,571 56,691
(24) PENNY D CERMAK........................................................................
EVP & CFO
19.90
.......................37.10
    X       0 1,185,339 246,286
(25) JENNIFER J CLELLAND........................................................................
VP GOVERNMENT PROGRAMS
22.90
.......................32.10
    X       0 332,501 96,397
(26) HEIDI G CONRAD........................................................................
VP & CFO CARE DELIVERY
35.00
.......................20.00
    X       0 549,913 116,747
(27) PATRICK T COURNEYA MD........................................................................
SENIOR VP, CHPMO
10.00
.......................45.00
    X       0 637,051 148,734
(28) BARBARA H COX........................................................................
VP LEG & REGULATION AFFAIRS
0.50
.......................44.50
    X       0 198,001 51,555
(29) AMY L DEWANE........................................................................
VP - CARE SYSTEMS GROWTH
0.50
.......................51.50
    X       0 428,046 62,187
(30) STEPHEN W DI RITO........................................................................
VP SECURITY
0.50
.......................64.50
    X       0 357,786 15,148
(31) LESLIE G DOCKAN........................................................................
VP, PRIMARY CARE & CLINIC
0.50
.......................49.50
    X       0 436,087 62,304
(32) KIMBERLY T EGAN........................................................................
VP NATIONAL ACCOUNTS
0.50
.......................49.50
    X       0 403,213 61,827
(33) JAMES W EPPEL........................................................................
EXECUTIVE VP & CAO
0.50
.......................49.50
    X       0 1,335,515 248,114
(34) NANCY L EVERT........................................................................
SR VP GENERAL COUNSEL
10.10
.......................39.90
    X       0 718,467 195,651
(35) JASON M GALLAGHER........................................................................
VP HEALTH AND CARE ENGAGEMENT
12.20
.......................37.80
    X       0 394,749 98,032
(36) DAVID S GESKO........................................................................
SR VP - DENTAL DIRECTOR
0.50
.......................49.50
    X       0 752,622 146,968
(37) ALICIA L GILBERT........................................................................
VP COMP AND BENEFITS
0.00
.......................45.00
    X       0 155,297 32,114
(38) TIM M HALEY........................................................................
VP BROKER SALES
8.80
.......................31.20
    X       0 370,204 14,625
(39) GINA T HALL........................................................................
VP IT OPERATIONS
2.80
.......................37.20
    X       0 298,399 99,322
(40) MARK E HANSBERRY........................................................................
VP, BUSINESS DEVELOPMENT I
0.50
.......................54.50
    X       0 520,091 130,857
(41) CHAD C HEIM........................................................................
VP - HEALTH INFORMATICS
49.50
.......................0.50
    X       0 348,447 109,976
(42) MARGARET D HELMS........................................................................
VP HEALTH INFORMATICS
12.20
.......................37.80
    X       0 372,640 60,990
(43) STEVEN C HOUSH........................................................................
VP ORTHOPEDIC SERVICES
0.50
.......................52.50
    X       0 417,571 62,630
(44) PAHOUA Y HOFFMAN........................................................................
SR. VP GOV. & COMM RELATIONS
0.50
.......................39.50
    X       0 252,864 71,519
(45) CARA M HULL........................................................................
CHIEF QUALTY OFFICER
49.50
.......................0.50
    X       0 465,917 63,425
(46) VIRGINIA L KAKACEK MD........................................................................
VP AND SR MEDICAL DIRECTOR
0.50
.......................39.50
    X       0 466,469 62,650
(47) SUSAN M KNUDSON........................................................................
SR. VP HEALTH CARE ENGAGEM
0.50
.......................49.50
    X       0 809,733 276,919
(48) JOSEPH D LACEYGOTZ........................................................................
VP HEALTH SOLUTIONS
0.50
.......................44.50
    X       0 301,564 111,421
(49) BRANDI L LUNNEBORG........................................................................
LH PRESIDENT, ST CROIX VALLY EXC LEADER
0.50
.......................54.50
    X       0 444,324 104,404
(50) AMY E MAHAN........................................................................
VP HEALTH SOLUTIONS
0.50
.......................55.50
    X       0 258,758 58,704
(51) VINI T MANCHANDA........................................................................
VP - SUPPLY CHAIN SERVICES
6.70
.......................48.30
    X       0 373,503 95,121
(52) MARK M MATZKE........................................................................
VP HEALTH SOLUTIONS FOR NE WISCONSIN
44.50
.......................0.50
    X       0 333,495 60,494
(53) NANCY A MCCLURE........................................................................
CHIEF OPERATING OFFICER
0.50
.......................49.50
    X       0 1,111,700 340,733
(54) FRANK P MCQUILLAN........................................................................
VP - TREASURY
4.60
.......................45.40
    X       0 441,332 138,792
(55) FRANK J MULLER........................................................................
VP - TECHNOLOGY & INFRASTR
8.30
.......................41.70
    X       0 376,789 111,342
(56) JENNIFER L MYSTER........................................................................
VP - HP CARE GROUP
0.50
.......................49.50
    X       0 640,479 130,531
(57) CASEY M NOLAN........................................................................
VP HR-SYSTEMS
0.50
.......................54.50
    X       0 298,159 59,981
(58) BRIAN S O'SHIELDS........................................................................
VP - ACTUARIAL & UNDERWRITER
44.50
.......................0.50
    X       0 617,455 126,066
(59) KEVIN J PALATTAO........................................................................
VP CLINIC PATIENT CARE SYS
0.50
.......................54.50
    X       0 517,185 188,837
(60) NICO P PRONK PHD........................................................................
VP & HEALTH SCIENCE OFFICE
0.50
.......................55.50
    X       0 481,119 129,661
(61) VINCE J RIVARD........................................................................
VP - COMMUNICATIONS
0.50
.......................59.50
    X       0 319,858 92,123
(62) SCOTT M ROBERTSON........................................................................
VP - EXEC, MEDICAL DIRECTOR
0.50
.......................49.50
    X       0 456,610 39,456
(63) KEVIN R RONNEBERG........................................................................
VP - ASSOCIATE MEDICAL DIR
39.50
.......................0.50
    X       0 445,447 62,117
(64) MARK R SANNES MD........................................................................
EXC MEDICAL DIRECTOR
0.50
.......................49.50
    X       0 779,819 157,906
(65) KATIE B SAYRE........................................................................
SR VP HLTH PLAN OPS & GOV
15.30
.......................34.70
    X       0 614,953 234,740
(66) DOUG N SMITH........................................................................
SR VP SALES
9.80
.......................50.20
    X       0 363,292 109,989
(67) TOBI TANZER........................................................................
VP CORPORATE INTEGRITY
20.70
.......................34.30
    X       0 482,568 186,280
(68) KARI L TOFT........................................................................
VP , IS&T CARE DELIVERY
0.50
.......................44.50
    X       0 203,734 32,430
(69) DENISE WATERS........................................................................
VP REVENUE CYCLE
0.50
.......................39.50
    X       0 242,591 44,582
(70) WENDY M WEEKS........................................................................
VP CARE DELIVERY SYSTEMS
0.50
.......................39.50
    X       0 239,296 89,418
(71) DELINDA H WASHINGTON........................................................................
SVP CPO
20.70
.......................39.30
    X       0 710,540 146,924
(72) REBECCA A WOODY........................................................................
VP - HEALTH SOLUTIONS SALE
0.50
.......................44.50
    X       0 370,006 46,448
(73) ERIC C ZILGE........................................................................
VP CUSTOMER SERVICE
0.50
.......................49.50
    X       0 300,344 45,537
(74) DONNA J ZIMMERMAN........................................................................
SR VP GOVT & COMM REL
15.40
.......................39.60
    X       0 209,819 61,535
(75) PAMELA S ZOELLER........................................................................
VP - SPECIALTY CARE
0.50
.......................49.50
    X       0 447,388 63,431
(76) DENNIS M ZUZEK........................................................................
VP - HEALTH PLAN
9.80
.......................37.20
    X       0 529,174 118,536
(77) FELIX K ANKEL MD........................................................................
FORMER EXEC. DIRECTOR
0.00
.......................49.50
          X 0 313,440 120,595
(78) BRIAN H RANK MD........................................................................
FORMER MEDICAL DIRECTOR
0.00
.......................35.00
          X 0 651,005 137,500
(79) SCOTT A SCHNUCKLE........................................................................
FORMER SR VP PHARMACY
0.00
.......................0.00
          X 0 507,469 37,256
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 34,472,059 7,789,292
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a MEDICARE & MEDICAID PA 524114 2,265,541,029 2,265,541,029    
b EARNED MEDICAL PREMIUM 524114 578,150,856 578,150,856    
c EARNED DENTAL PREMIUMS 524114 70,374,793 70,374,793    
d MEDICAL SERVICES REVEN 524114 6,896,347 6,896,347    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 2,920,963,025
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 10,533,832     10,533,832
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   8,716,308 6a
b Less: rental expenses   1,606,999 6b
c Rental income or (loss)   7,109,309 6c
d Net rental income or (loss).......MediumBullet 7,109,309     7,109,309
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   20,209,400 7a
b Less: cost or other basis and sales expenses   25,134,221 7b
c Gain or (loss)   -4,924,821 7c
d Net gain or (loss).........MediumBullet -4,924,821     -4,924,821
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..MediumBullet      
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..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 2,933,681,345 2,920,963,025 0 12,718,320
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
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........ 86,864,020 7,264,160 79,599,860  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,701,008 142,250 1,558,758  
9 Other employee benefits ....... 3,562,941 297,957 3,264,984  
10 Payroll taxes ........... 1,378,313 115,264 1,263,049  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
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) 7,179,546 3,683,080 3,496,466  
12 Advertising and promotion .... 1,569,148 1,008,413 560,735  
13 Office expenses ....... 728,771 468,345 260,426  
14 Information technology ...... 149,770 96,250 53,520  
15 Royalties ..        
16 Occupancy ........... 8,669,376 3,116,126 5,553,250  
17 Travel ............ 2,560 1,645 915  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 923 593 330  
20 Interest ........... 24,528,422 10,506,251 14,022,171  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 11,475,635   11,475,635  
23 Insurance ... 36,295 23,325 12,970  
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 MEDICAL SERVICES 2,514,566,409 2,514,566,409    
b OTHER EXPENSES 85,982,913 55,005,831 30,977,082  
c TAXES AND SURCHARGES 35,013,705 35,013,705    
d MAINTENANCE & REPAIR 126,803 81,490 45,313  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 2,783,536,558 2,631,391,094 152,145,464 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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 7,513,225 1 777,996
2 Savings and temporary cash investments ......... 276,882,761 2 92,355,379
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 339,772,412 4 415,911,667
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 ........... 60,199,917 7 57,266,083
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 8,214,355 9 9,198,461
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 106,722,256
b Less: accumulated depreciation 10b 21,963,351 41,493,065 10c 84,758,905
11 Investments—publicly traded securities . 518,583,037 11 610,587,256
12 Investments—other securities. See Part IV, line 11 ..... 59,193,521 12 62,878,678
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 100,529,717 15 98,848,709
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,412,382,010 16 1,432,583,134
Liabilities 17 Accounts payable and accrued expenses ..... 76,603,805 17 94,336,345
18 Grants payable ...   18  
19 Deferred revenue ......... 23,088,048 19 25,963,803
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 .. 320,655,000 23 214,730,000
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 295,183,161 25 315,877,389
26 Total liabilities. Add lines 17 through 25.. 715,530,014 26 650,907,537
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 696,851,996 27 781,675,597
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet 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 ........... 696,851,996 32 781,675,597
33 Total liabilities and net assets/fund balances ........ 1,412,382,010 33 1,432,583,134
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,933,681,345
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,783,536,558
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
150,144,787
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
696,851,996
5
Net unrealized gains (losses) on investments ...............
5
-20,209,400
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-45,111,786
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
781,675,597
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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 INC
 
Employer identification number

41-1693838
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(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? ...................................................................................................................

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) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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
1
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:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
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
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
Yes
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
Yes
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
No
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."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
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? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
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
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet 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
2021
Open to Public Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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 ....   26,148,616 15,182,441 10,966,175
c Leasehold improvements        
d Equipment ....   73,879,569 6,780,910 67,098,659
e Other .....   6,694,071   6,694,071
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 84,758,905
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)DEBT ISSUANCE COST 1,465,984
(2)HMO STATE TRUST 5,359,430
(3)RIGHT OF USE ASSET 92,023,295
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 98,848,709
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  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 315,877,389
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) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT FOOTNOTES CONTAIN THE FOLLOWING EXPLANATION: JUDGMENT IS REQUIRED IN DETERMINING HP'S EFFECTIVE TAX RATE AND IN EVALUATING ITS TAX POSITION. HP ESTABLISHES ACCRUALS FOR UNCERTAIN TAX POSITIONS WHEN, DESPITE THE BELIEF THAT HP'S TAX RETURN POSITIONS ARE FULLY SUPPORTABLE, HP BELIEVES THAT ITS POSITION MAY NOT BE FULLY SUSTAINED, PRIMARILY GIVEN THE RISKS ASSOCIATED WITH TAX LITIGATION OR DISPUTES. THE UNCERTAIN TAX POSITION ACCRUALS ARE ADJUSTED IN LIGHT OF CHANGING FACTS AND CIRCUMSTANCES, SUCH AS THE PROGRESS OF TAX AUDITS, CASE LAW, AND EMERGING LEGISLATION. HP'S EFFECTIVE TAX RATE INCLUDES THE IMPACT OF CHANGES TO THE ACCRUALS FOR UNCERTAIN TAX POSITIONS. HP CLASSIFIES INTEREST AND PENALTIES ON TAX-RELATED MATTERS AS INCOME AND OTHER TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2022 OR 2021 FOR UNRECOGNIZED TAX BENEFITS.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
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 .....
1b
 
 
2
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? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
Yes
 
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
 
No
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ANDREA M WALSH
PRESIDENT & CEO
(i)

(ii)
0
-------------
1,437,647
0
-------------
838,595
0
-------------
206,121
0
-------------
719,918
0
-------------
68,777
0
-------------
3,271,058
0
-------------
173,628
2JAMES W EPPEL
EXECUTIVE VP & CAO
(i)

(ii)
0
-------------
816,472
0
-------------
359,412
0
-------------
159,631
0
-------------
195,644
0
-------------
52,470
0
-------------
1,583,629
0
-------------
143,853
3NANCY A MCCLURE
CHIEF OPERATING OFFICER
(i)

(ii)
0
-------------
676,870
0
-------------
240,834
0
-------------
193,996
0
-------------
291,508
0
-------------
49,225
0
-------------
1,452,433
0
-------------
149,768
4PENNY D CERMAK
EVP & CFO
(i)

(ii)
0
-------------
805,021
0
-------------
360,450
0
-------------
19,868
0
-------------
196,481
0
-------------
49,805
0
-------------
1,431,625
0
-------------
0
5STEVEN M CONNELLY MD
DIRECTOR & EXEC MEDICAL DIR
(i)

(ii)
0
-------------
655,097
0
-------------
230,119
0
-------------
105,438
0
-------------
108,036
0
-------------
59,122
0
-------------
1,157,812
0
-------------
88,585
6JEFF M MENDELOFF MD
DIRECTOR
(i)

(ii)
0
-------------
711,159
0
-------------
8,979
0
-------------
306,679
0
-------------
28,041
0
-------------
52,559
0
-------------
1,107,417
0
-------------
0
7SUSAN M KNUDSON
SR. VP HEALTH CARE ENGAGEM
(i)

(ii)
0
-------------
574,658
0
-------------
198,114
0
-------------
36,961
0
-------------
232,072
0
-------------
44,847
0
-------------
1,086,652
0
-------------
0
8MARK R SANNES MD
EXC MEDICAL DIRECTOR
(i)

(ii)
0
-------------
604,186
0
-------------
107,763
0
-------------
67,870
0
-------------
101,841
0
-------------
56,065
0
-------------
937,725
0
-------------
51,156
9NANCY L EVERT
SR VP GENERAL COUNSEL
(i)

(ii)
0
-------------
500,726
0
-------------
174,605
0
-------------
43,136
0
-------------
167,010
0
-------------
28,641
0
-------------
914,118
0
-------------
37,844
10DAVID S GESKO
SR VP - DENTAL DIRECTOR
(i)

(ii)
0
-------------
509,402
0
-------------
183,082
0
-------------
60,138
0
-------------
103,272
0
-------------
43,696
0
-------------
899,590
0
-------------
28,252
11DELINDA H WASHINGTON
SVP CPO
(i)

(ii)
0
-------------
550,340
0
-------------
160,200
0
-------------
0
0
-------------
103,516
0
-------------
43,408
0
-------------
857,464
0
-------------
0
12KATIE B SAYRE
SR VP HLTH PLAN OPS & GOV
(i)

(ii)
0
-------------
404,788
0
-------------
150,339
0
-------------
59,826
0
-------------
192,718
0
-------------
42,022
0
-------------
849,693
0
-------------
16,260
13BRIAN H RANK MD
FORMER MEDICAL DIRECTOR
(i)

(ii)
0
-------------
234,548
0
-------------
245,195
0
-------------
171,262
0
-------------
98,682
0
-------------
38,818
0
-------------
788,505
0
-------------
144,699
14PATRICK T COURNEYA MD
SENIOR VP, CHPMO
(i)

(ii)
0
-------------
454,100
0
-------------
164,205
0
-------------
18,746
0
-------------
106,714
0
-------------
42,020
0
-------------
785,785
0
-------------
0
15JENNIFER L MYSTER
VP - HP CARE GROUP
(i)

(ii)
0
-------------
452,929
0
-------------
125,611
0
-------------
61,939
0
-------------
88,461
0
-------------
42,070
0
-------------
771,010
0
-------------
19,970
16BRIAN S O'SHIELDS
VP - ACTUARIAL & UNDERWRITER
(i)

(ii)
0
-------------
401,284
0
-------------
149,609
0
-------------
66,562
0
-------------
84,007
0
-------------
42,059
0
-------------
743,521
0
-------------
47,326
17KEVIN J PALATTAO
VP CLINIC PATIENT CARE SYS
(i)

(ii)
0
-------------
337,978
0
-------------
126,329
0
-------------
52,878
0
-------------
148,232
0
-------------
40,605
0
-------------
706,022
0
-------------
12,752
18TOBI TANZER
VP CORPORATE INTEGRITY
(i)

(ii)
0
-------------
346,401
0
-------------
124,600
0
-------------
11,567
0
-------------
146,177
0
-------------
40,103
0
-------------
668,848
0
-------------
0
19HEIDI G CONRAD
VP & CFO CARE DELIVERY
(i)

(ii)
0
-------------
363,640
0
-------------
166,627
0
-------------
19,646
0
-------------
80,282
0
-------------
36,465
0
-------------
666,660
0
-------------
0
20MARK E HANSBERRY
VP, BUSINESS DEVELOPMENT I
(i)

(ii)
0
-------------
318,305
0
-------------
157,143
0
-------------
44,643
0
-------------
88,485
0
-------------
42,372
0
-------------
650,948
0
-------------
40,241
21DENNIS M ZUZEK
VP - HEALTH PLAN
(i)

(ii)
0
-------------
381,196
0
-------------
131,720
0
-------------
16,258
0
-------------
78,080
0
-------------
40,456
0
-------------
647,710
0
-------------
0
22RANDALL M BILLINGS
SVP PROVIDER PARTNERSHIPS
(i)

(ii)
0
-------------
396,720
0
-------------
106,800
0
-------------
11,501
0
-------------
74,797
0
-------------
40,251
0
-------------
630,069
0
-------------
0
23SHARILYN A CAMPBELL
HEALTH PLAN CFO AND CAO
(i)

(ii)
0
-------------
345,497
0
-------------
213,020
0
-------------
13,054
0
-------------
22,875
0
-------------
33,816
0
-------------
628,262
0
-------------
0
24NICO P PRONK PHD
VP & HEALTH SCIENCE OFFICE
(i)

(ii)
0
-------------
372,570
0
-------------
98,730
0
-------------
9,819
0
-------------
89,673
0
-------------
39,988
0
-------------
610,780
0
-------------
0
25FRANK P MCQUILLAN
VP - TREASURY
(i)

(ii)
0
-------------
279,379
0
-------------
77,997
0
-------------
83,956
0
-------------
99,287
0
-------------
39,505
0
-------------
580,124
0
-------------
0
26BRANDI L LUNNEBORG
LH PRESIDENT, ST CROIX VALLY EXC LEA
(i)

(ii)
0
-------------
415,140
0
-------------
25,000
0
-------------
4,184
0
-------------
65,250
0
-------------
39,154
0
-------------
548,728
0
-------------
0
27SCOTT A SCHNUCKLE
FORMER SR VP PHARMACY
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
507,469
0
-------------
19,862
0
-------------
17,394
0
-------------
544,725
0
-------------
503,489
28RAE ANN WILLIAMS MD
DIRECTOR
(i)

(ii)
0
-------------
316,582
0
-------------
42,250
0
-------------
40,469
0
-------------
93,209
0
-------------
38,895
0
-------------
531,405
0
-------------
0
29CARA M HULL
CHIEF QUALTY OFFICER
(i)

(ii)
0
-------------
314,137
0
-------------
133,606
0
-------------
18,174
0
-------------
22,875
0
-------------
40,550
0
-------------
529,342
0
-------------
0
30VIRGINIA L KAKACEK MD
VP AND SR MEDICAL DIRECTOR
(i)

(ii)
0
-------------
339,738
0
-------------
95,786
0
-------------
30,945
0
-------------
22,875
0
-------------
39,775
0
-------------
529,119
0
-------------
0
31PAMELA S ZOELLER
VP - SPECIALTY CARE
(i)

(ii)
0
-------------
339,206
0
-------------
92,836
0
-------------
15,346
0
-------------
23,838
0
-------------
39,593
0
-------------
510,819
0
-------------
0
32KEVIN R RONNEBERG
VP - ASSOCIATE MEDICAL DIR
(i)

(ii)
0
-------------
325,523
0
-------------
93,345
0
-------------
26,579
0
-------------
22,875
0
-------------
39,242
0
-------------
507,564
0
-------------
0
33LESLIE G DOCKAN
VP, PRIMARY CARE & CLINIC
(i)

(ii)
0
-------------
339,121
0
-------------
90,690
0
-------------
6,276
0
-------------
22,875
0
-------------
39,429
0
-------------
498,391
0
-------------
0
34SCOTT M ROBERTSON
VP - EXEC, MEDICAL DIRECTOR
(i)

(ii)
0
-------------
358,016
0
-------------
93,451
0
-------------
5,143
0
-------------
22,875
0
-------------
16,581
0
-------------
496,066
0
-------------
0
35JASON M GALLAGHER
VP HEALTH AND CARE ENGAGEMENT
(i)

(ii)
0
-------------
297,950
0
-------------
82,511
0
-------------
14,288
0
-------------
59,525
0
-------------
38,507
0
-------------
492,781
0
-------------
0
36AMY L DEWANE
VP - CARE SYSTEMS GROWTH
(i)

(ii)
0
-------------
318,940
0
-------------
89,679
0
-------------
19,427
0
-------------
22,875
0
-------------
39,312
0
-------------
490,233
0
-------------
0
37FRANK J MULLER
VP - TECHNOLOGY & INFRASTR
(i)

(ii)
0
-------------
298,472
0
-------------
72,090
0
-------------
6,227
0
-------------
72,773
0
-------------
38,569
0
-------------
488,131
0
-------------
0
38STEVEN C HOUSH
VP ORTHOPEDIC SERVICES
(i)

(ii)
0
-------------
310,752
0
-------------
96,154
0
-------------
10,665
0
-------------
22,875
0
-------------
39,755
0
-------------
480,201
0
-------------
0
39DAVID L BUSCH
VP PHARMACY SERVICES
(i)

(ii)
0
-------------
282,770
0
-------------
77,997
0
-------------
13,821
0
-------------
61,020
0
-------------
38,537
0
-------------
474,145
0
-------------
0
40DOUG N SMITH
SR VP SALES
(i)

(ii)
0
-------------
176,468
0
-------------
161,355
0
-------------
25,469
0
-------------
82,783
0
-------------
27,206
0
-------------
473,281
0
-------------
12,151
41VINI T MANCHANDA
VP - SUPPLY CHAIN SERVICES
(i)

(ii)
0
-------------
288,580
0
-------------
74,840
0
-------------
10,083
0
-------------
56,600
0
-------------
38,521
0
-------------
468,624
0
-------------
0
42KIMBERLY T EGAN
VP NATIONAL ACCOUNTS
(i)

(ii)
0
-------------
277,677
0
-------------
80,834
0
-------------
44,702
0
-------------
22,875
0
-------------
38,952
0
-------------
465,040
0
-------------
0
43CHAD C HEIM
VP - HEALTH INFORMATICS
(i)

(ii)
0
-------------
259,379
0
-------------
82,511
0
-------------
6,557
0
-------------
71,481
0
-------------
38,495
0
-------------
458,423
0
-------------
0
44FELIX K ANKEL MD
FORMER EXEC. DIRECTOR
(i)

(ii)
0
-------------
255,359
0
-------------
0
0
-------------
58,081
0
-------------
82,945
0
-------------
37,650
0
-------------
434,035
0
-------------
0
45MARGARET D HELMS
VP HEALTH INFORMATICS
(i)

(ii)
0
-------------
292,456
0
-------------
77,430
0
-------------
2,754
0
-------------
22,875
0
-------------
38,115
0
-------------
433,630
0
-------------
0
46JENNIFER J CLELLAND
VP GOVERNMENT PROGRAMS
(i)

(ii)
0
-------------
259,979
0
-------------
65,682
0
-------------
6,840
0
-------------
58,470
0
-------------
37,927
0
-------------
428,898
0
-------------
0
47STEVEN D BUNDE
VP INTERNAL AUDIT
(i)

(ii)
0
-------------
248,766
0
-------------
64,073
0
-------------
10,616
0
-------------
82,071
0
-------------
22,898
0
-------------
428,424
0
-------------
0
48REBECCA A WOODY
VP - HEALTH SOLUTIONS SALE
(i)

(ii)
0
-------------
244,978
0
-------------
64,314
0
-------------
60,714
0
-------------
22,875
0
-------------
23,573
0
-------------
416,454
0
-------------
0
49JOSEPH D LACEYGOTZ
VP HEALTH SOLUTIONS
(i)

(ii)
0
-------------
220,444
0
-------------
64,519
0
-------------
16,601
0
-------------
74,659
0
-------------
36,762
0
-------------
412,985
0
-------------
0
50VINCE J RIVARD
VP - COMMUNICATIONS
(i)

(ii)
0
-------------
251,729
0
-------------
66,002
0
-------------
2,127
0
-------------
54,473
0
-------------
37,650
0
-------------
411,981
0
-------------
0
51GINA T HALL
VP IT OPERATIONS
(i)

(ii)
0
-------------
211,308
0
-------------
71,703
0
-------------
15,388
0
-------------
76,348
0
-------------
22,974
0
-------------
397,721
0
-------------
0
52MARK M MATZKE
VP HEALTH SOLUTIONS FOR NE WISCONSIN
(i)

(ii)
0
-------------
220,294
0
-------------
52,288
0
-------------
60,913
0
-------------
22,875
0
-------------
37,619
0
-------------
393,989
0
-------------
0
53TIM M HALEY
VP BROKER SALES
(i)

(ii)
0
-------------
259,335
0
-------------
75,341
0
-------------
35,528
0
-------------
6,144
0
-------------
8,481
0
-------------
384,829
0
-------------
0
54STEPHEN W DI RITO
VP SECURITY
(i)

(ii)
0
-------------
240,821
0
-------------
50,000
0
-------------
66,965
0
-------------
0
0
-------------
15,148
0
-------------
372,934
0
-------------
0
55JULIE M BUNDE
VP PRODUCT AND MARKET INNO
(i)

(ii)
0
-------------
217,904
0
-------------
58,909
0
-------------
7,237
0
-------------
63,228
0
-------------
22,426
0
-------------
369,704
0
-------------
0
56CASEY M NOLAN
VP HR-SYSTEMS
(i)

(ii)
0
-------------
233,353
0
-------------
61,410
0
-------------
3,396
0
-------------
22,875
0
-------------
37,106
0
-------------
358,140
0
-------------
0
57ERIC C ZILGE
VP CUSTOMER SERVICE
(i)

(ii)
0
-------------
238,041
0
-------------
58,740
0
-------------
3,563
0
-------------
22,875
0
-------------
22,662
0
-------------
345,881
0
-------------
0
58WENDY M WEEKS
VP CARE DELIVERY SYSTEMS
(i)

(ii)
0
-------------
197,636
0
-------------
32,788
0
-------------
8,872
0
-------------
53,165
0
-------------
36,253
0
-------------
328,714
0
-------------
0
59ANTHONY J ANDERSEN
VP UNDERWRITING (SEPT - DEC)
(i)

(ii)
0
-------------
198,458
0
-------------
36,180
0
-------------
9,948
0
-------------
61,449
0
-------------
21,854
0
-------------
327,889
0
-------------
0
60PAHOUA Y HOFFMAN
SR. VP GOV. & COMM RELATIONS
(i)

(ii)
0
-------------
251,523
0
-------------
0
0
-------------
1,341
0
-------------
37,515
0
-------------
34,004
0
-------------
324,383
0
-------------
0
61JEANETTE L AUGUSTSON
VP HEALTHPARTNERS INSTITUTE
(i)

(ii)
0
-------------
199,733
0
-------------
56,070
0
-------------
9,713
0
-------------
20,691
0
-------------
36,955
0
-------------
323,162
0
-------------
0
62AMY E MAHAN
VP HEALTH SOLUTIONS
(i)

(ii)
0
-------------
169,871
0
-------------
55,638
0
-------------
33,249
0
-------------
21,847
0
-------------
36,857
0
-------------
317,462
0
-------------
0
63DENISE WATERS
VP REVENUE CYCLE
(i)

(ii)
0
-------------
187,591
0
-------------
55,000
0
-------------
0
0
-------------
18,434
0
-------------
26,148
0
-------------
287,173
0
-------------
0
64DONNA J ZIMMERMAN
SR VP GOVT & COMM REL
(i)

(ii)
0
-------------
88,076
0
-------------
112,131
0
-------------
9,612
0
-------------
44,161
0
-------------
17,374
0
-------------
271,354
0
-------------
0
65BARBARA H COX
VP LEG & REGULATION AFFAIRS
(i)

(ii)
0
-------------
164,162
0
-------------
27,174
0
-------------
6,665
0
-------------
15,578
0
-------------
35,977
0
-------------
249,556
0
-------------
0
66KARI L TOFT
VP , IS&T CARE DELIVERY
(i)

(ii)
0
-------------
130,416
0
-------------
67,144
0
-------------
6,174
0
-------------
15,466
0
-------------
16,964
0
-------------
236,164
0
-------------
0
67ALICIA L GILBERT
VP COMP AND BENEFITS
(i)

(ii)
0
-------------
151,631
0
-------------
0
0
-------------
3,666
0
-------------
8,072
0
-------------
24,042
0
-------------
187,411
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 HPI HAS NO EMPLOYEES. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH PLAN, INC. ("GHI") OR PARK NICOLLET HEALTH SERVICES (PNHS). GHI AND PNHS HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF ITS CEO AND ITS OTHER OFFICERS.
PART I, LINE 4B TOTAL COMPENSATION IN COLUMN E OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM SEVERANCE FOR THE FOLLOWING DIRECTORS AND OFFICERS: SCOTT A. SCHNUCKLE $ 4,198 DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: RANDALL M. BILLINGS $ 36,109 PENNY D. CERMAK $ 107,171 STEVEN M. CONNELLY, MD $79,995 PATRICK T. COURNEYA $ 44,511 JAMES W. EPPEL $ 106,715 NANCY L. EVERT $ 47,347 DAVID S. GESKO $ 29,356 MARK E. HANSBERRY $ 42,717 PAHOUA Y. HOFFMAN $18,003 SUSAN M. KNUDSON $ 35,149 NANCY A. MCCLURE $ 44,974 JENNIFER L. MYSTER $ 22,205 BRANDI L. LUNNEBORG $31,500 BRIAN S. O'SHIELDS $ 40,555 KEVIN J. PALATTAO $ 13,772 MARK R. SANNES $73,800 KATHERINE B. SAYRE $ 20,309 TOBI TANZER $ 33,997 ANDREA M. WALSH $ 276,551 DELINDA H. WASHINGTON $ 49,973 DENNIS M. ZUZEK $ 37,694 SCOTT A. SCHNUCKLE $503,489
PART I, LINE 6 HEALTHPARTNERS, INC.'S OFFICERS AND HIGHEST COMPENSATED EMPLOYEES MAY RECEIVE COMPENSATION BASED ON THE MANAGEMENT INCENTIVE PROGRAM (PROGRAM) OF GROUP HEALTH PLAN INC., OR PARK NICOLLET HEALTH SERVICES, RELATED ORGANIZATIONS. THE PROGRAM INCENTS AND REWARDS 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 PROGRAM'S INCENTIVE OPPORTUNITY IS 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, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, EMPLOYEE AND/OR LEADERSHIP DEVELOPMENT, CARE DELIVERY, PATIENT EDUCATION, SIX AIMS, HEALTH CARE AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING 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, SCHEDULE 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, OFFICERS, AND FORMER OFFICERS: STEVEN M. CONNELLY, MD $ 88,585 JAMES W. EPPEL $ 143,853 NANCY L. EVERT $ 37,844 DAVID S. GESKO, DDS $ 28,252 MARK E. HANSBERRY $ 40,241 NANCY A. MCCLURE $ 149,768 JENNIFER L. MYSTER $ 19,970 BRIAN S. O'SHIELDS $ 47,326 KEVIN J. PALATTAO $ 12,752 BRIAN H. RANK, MD $ 144,699 MARK R. SANNES, MD $ 51,156 KATIE B. SAYRE $ 16,260 DOUG A. SMITH $ 12,151 ANDREA M. WALSH $ 173,628 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) 2022

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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
2021
Open to Public
Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
Return Reference Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS CORPORATE STRUCTURE, PURPOSE, GOVERNANCE HEALTHPARTNERS, INC. (HPI) IS A MINNESOTA NON-PROFIT 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." FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. 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 1,900 EMPLOYED PHYSICIANS AND DENTISTS, EIGHT OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 100 PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN SERVING MORE THAN 1.34 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 ARE TOTAL COST OF CARE MEASUREMENTS (A NATIONALLY RECOGNIZED METRIC, 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), EQUITY, INCLUSION, AND ANTI-RACISM (ADDRESSING HEALTH EQUITY, ELIMINATING HEALTH CARE DISPARITIES, INCREASING DIVERSITY AND INCLUSION IN OUR WORKPLACES, BUILDING AN ANTI-RACIST CULTURE, AND DEEPENING OUR COLLECTIVE UNDERSTANDING OF CULTURAL HUMILITY) 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 (SPP) BENEFICIARIES HPI 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: - SCOTT/CARVER COUNTY OPERATION COMMUNITY CONNECT - NAMI ST. CLOUD CONFERENCE - KAREN NEW YEAR - MINNESOTA FINANCIAL WORKER AND CASE AIDE ASSOCIATION (MFWCAA) CONFERENCE - MINNESOTA SOCIAL SERVICE ASSOCIATION (MSSA) CONFERENCE - LOCAL PUBLIC HEALTH ASSOCIATION (LPHA) CONFERENCE - RUSSIAN NEWSPAPER (COLLABORATION WITH OTHER HEALTH PLANS TO PROMOTE MEDICAID AWARENESS IN THE RUSSIAN COMMUNITY) - MILACA AND MILLE LACS AREA OPERATION COMMUNITY CONNECT (OCC) IN MILLE LACS COUNTY - OPERATION COMMUNITY CONNECT (OCC) IN CHISAGO COUNTY - MINNESOTA GERONTOLOGICAL SOCIETY (MGS) - MINNESOTA PUBLIC HEALTH ASSOCIATION (MPHA) CONFERENCE - MANY FACES OF COMMUNITY HEALTH CONFERENCE SPP INCENTIVES TO MEMBERS HPI PROMOTES PREVENTIVE SERVICES FOR STATE PUBLIC PROGRAM PLAN MEMBERS THROUGH INCENTIVE PROGRAMS. PEDIATRIC IMMUNIZATION INCENTIVE PROGRAM. THE PEDIATRIC IMMUNIZATION INCENTIVE PROGRAM ENCOURAGES PMAP AND MNCARE INFANTS TO GET A SERIES OF VACCINES BY THEIR SECOND BIRTHDAY. ONCE HPI RECEIVES THE CLAIMS FOR THESE VACCINES, MEMBERS RECEIVE A $25 GIFT CARD IN THE MAIL. HPI DISTRIBUTED 1,778 GIFT CARDS (VALUED AT $47,177) FOR THIS PROGRAM IN 2022. THE PRE-TEEN (ADOLESCENT) 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. HPI DISTRIBUTED 1,163 GIFT CARDS (VALUED AT $30,819.50) FOR THIS PROGRAM IN 2022. 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. HPI DISTRIBUTED 151 GIFT CARDS (VALUED AT $4,039.25) FOR THIS PROGRAM IN 2022. 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. HPI DISTRIBUTED 498 GIFT CARDS (VALUED AT $13,321.50) FOR THESE THREE PROGRAMS IN 2022. CAR SEAT PROGRAM. PMAP AND MNCARE MEMBERS AGES EIGHT AND YOUNGER OR MEMBERS 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. HPI DISTRIBUTED 2,869 CAR SEATS (VALUED AT $241,618.27) IN 2022. MEDICAID IMPROVEMENT WORK. AS PART OF OUR MEDICAID IMPROVEMENT WORK, WE SENT HEALTHPARTNERS MEMBER-PATIENTS AN ADDITIONAL $50 GIFT CARD FOR GETTING CARE IN Q4 OF 2022. WE DISTRIBUTED 4,495 CARDS (VALUED AT $224,750). DENTAL KIT INITIATIVE THE DENTAL KIT INITIATIVE PROVIDES KEY DENTAL PERSONAL CARE ITEMS TO COUNTIES AS A RESPONSE TO DENTAL ACCESS BARRIERS. EACH DENTAL KIT CONTAINS A TOOTHPASTE, A TOOTHBRUSH (CHILDREN OR ADULT) AND DENTAL FLOSS ALONG WITH AN EDUCATIONAL BROCHURE ABOUT ORAL HYGIENE. HEALTHPARTNERS STATE PUBLIC PROGRAMS PROVIDED 1,280 DENTAL KITS TO 3 HEALTHPARTNERS SERVICE COUNTIES WHICH INCLUDE BENTON, MARSHALL, AND MILLE LACS COUNTIES. IN ADDITION, THE STATE PUBLIC PROGRAM TEAM DISTRIBUTED DENTAL KITS AT MULTIPLE COUNTY-LED EVENTS, SUCH AS OPERATION COMMUNITY CONNECT, HOSTED IN CARVER, CHISAGO, MILACA, MILLE LACS, AND SCOTT COUNTIES. COMMUNITY SPONSORSHIPS: IN 2022, $5,115 WAS PROVIDED TO SUPPORT COUNTY AND COMMUNITY EVENTS THAT SUPPORTED MEDICAID MEMBERS. ADDITIONALLY, WE PROVIDED $1,000,000 IN GRANTS TO THE 12-COUNTY METRO AND CENTRAL MINNESOTA COUNTIES (ANOKA, BENTON, CARVER, CHISAGO, DAKOTA, HENNEPIN, RAMSEY, SCOTT, SHERBURNE, STEARNS, WASHINGTON, WRIGHT) AND THE CITY OF BROOKLYN CENTER. HEALTHPARTNERS AS A MEMBER OF MINNESOTA COUNCIL OF HEALTH PLANS SERVES IN A A COLLABORATIVE WITH MINNESOTA DEPARTMENT OF HUMAN SERVICES, MINNESOTA DEPARTMENT OF HEALTH, THE MN COUNCIL OF HEALTH PLANS AND THE MN ASSOCIATION OF COUNTY HEALTH PLANS. THIS COLLABORATIVE HELPED TO NARROW MINNESOTA'S COVID-19 VACCINE DISPARITIES. THE SUCCESS OF THIS PARTNERSHIP ALSO LED TO AN EFFORT TO DISTRIBUTE OVER 500,000 HIGH QUALITY MASKS DURING THE OMICRON WAVE IN EARLY 2022 TO CLINICS SERVING MOSTLY MEDICAID PATIENTS AND THOSE LIVING IN HIGH SVI AREAS. THE GROUP NOW CONTINUES TO COLLABORATE ON MINNESOTA MEDICAID REENROLLMENT AND VACCINE EQUITY.
PART III, CONT. VIRTUWELL VIRTUWELL IS A 24/7 ONLINE CLINIC THAT REINVENTS THE DIAGNOSIS AND TREATMENT EXPERIENCE FOR EVERYDAY ILLNESSES. THROUGH A REFRESHINGLY SIMPLE ONLINE AND MOBILE PLATFORM, PAIRED WITH BEST-IN-CLASS CUSTOMER SERVICE, VIRTUWELL IS SAVING CONSUMERS, EMPLOYERS AND HEALTH PLANS TIME AND MONEY. IT WAS CREATED TO BE SIMPLE, CONVENIENT AND AFFORDABLE AND LAUNCHED IN 2010 FOR MINNESOTA RESIDENTS. SINCE THEN, IT HAS EXPERIENCED STEADY GROWTH AND IS AVAILABLE TO ANYONE WHO LIVES, WORKS OR TRAVELS WITHIN THE 13 STATES VIRTUWELL SERVES: ARIZONA, CALIFORNIA, COLORADO, CONNECTICUT, IOWA, MICHIGAN, MINNESOTA, NEW YORK, NORTH DAKOTA, PENNSYLVANIA, SOUTH DAKOTA, VIRGINIA, WISCONSIN, AND CAN BE ACCESSED ANYTIME FROM A SMART PHONE, TABLET OR COMPUTER. MORE INFO AT WWW.VIRTUWELL.COM. VIRTUWELL PROVIDES OUR MEMBERS WITH UNLIMITED FREE VISITS TO GET THEIR HEALTH QUESTIONS ANSWERED. IT NOW INCLUDES 56 CONDITIONS, MORE THAN 900,000 TREATMENT PLANS AND HAS LED TO SAVINGS EXCEEDING $100 MILLION IN HEALTH CARE COSTS, AND THOUSANDS MORE REFERRED SAFELY TO IN-PERSON CARE. VIRTUWELL MAINTAINS OUTSTANDING EFFECTIVENESS AND SATISFACTION RATES. SINCE ITS LAUNCH, IT HAS RESULTED IN A REPORTED AVERAGE SAVINGS OF $150 PER VISIT FOR MEMBERS, EMPLOYERS, AND HEALTH PLANS. MEMBERS CAN RECEIVE A DIAGNOSIS AND TREATMENT BY CERTIFIED NURSE PRACTITIONERS IN MINUTES. IN ADDITION, NURSE PRACTITIONERS CAN SEND PATIENTS' PRESCRIPTIONS TO THEIR PHARMACY IF NEEDED. THERE IS NO COST IF VIRTUWELL IS UNABLE TO TREAT THE PATIENT. INDIVIDUALS WHO HAVE TRIED VIRTUWELL.COM HAVE FOUND THAT ONE VIRTUWELL VISIT CAN SAVE 2.5 HOURS OR MORE. IT IS SIMPLE TO USE AND 98 PERCENT OF CUSTOMERS WOULD HIGHLY RECOMMEND VIRTUWELL TO FRIENDS AND FAMILY. IMPROVING BEHAVIORAL HEALTH OUTCOMES THROUGH SUPPORTS FOR TREATMENT ADHERENCE HEALTHPARTNERS 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 2022, THERE WERE MORE THAN 70,000 COMMUNICATIONS TO 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 $25,000. REDUCING PSYCHIATRIC HOSPITALIZATIONS & READMISSIONS HEALTHPARTNERS PLANS EMPLOY STAFF TO PROVIDE BEHAVIORAL HEALTH COACHING AND CARE COORDINATION TO SUPPORT NEARLY 10,000 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. HEALTHPARTNERS PLANS EMPLOY STAFF TO PROVIDE AFTERCARE COORDINATION, WHICH CONSISTS OF TELEPHONIC SUPPORT TO MEMBERS THROUGHOUT THEIR ADMISSION AND UPON 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 FOR MENTAL HEALTH AND SUBSTANCE USE CONDITIONS TRIGGER TELEPHONIC OUTREACH FROM OUR BEHAVIORAL HEALTH CASE MANAGERS TO MEMBERS WHO ARE CURRENTLY ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT OR WHO HAVE BEEN IDENTIFIED FOR/ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT IN THE PAST BUT ARE NOT ENGAGED AT THE TIME OF HEALTHPARTNERS BEING NOTIFIED OF THEIR EMERGENCY DEPARTMENT VISIT. UPON NOTIFICATION OF THE VISIT, OUR CASE MANAGERS REACH OUT TO OUR MEMBERS TO ASSESS WHAT LED TO THE RECENT EMERGENCY DEPARTMENT VISIT, CURRENT GAPS IN OR BARRIERS TO CARE, AND ONGOING 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 2022, 218 MEMBERS WERE TELEPHONICALLY OUTREACHED IN RESPONSE TO 264 EMERGENCY DEPARTMENT VISITS FOR BEHAVIORAL HEALTH CONCERNS, AS SEVERAL MEMBERS EXPERIENCED MORE THAN ONE ED VISIT AND, THUS, RECEIVED MULTIPLE OUTREACHES. OF THE 218 MEMBERS WHO RECEIVED THIS OUTREACH, 92 WERE NEWLY IDENTIFIED FOR BEHAVIORAL HEALTH CASE MANAGEMENT BECAUSE OF THEIR ED VISIT, AND OUR CASE MANAGERS REACHED 29 (32%) OF THOSE MEMBERS AND ENGAGED THEM IN BEHAVIORAL HEALTH CASE MANAGEMENT SERVICES. THE REMAINING MEMBERS WERE ALREADY ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT AND THE CONTACT THEY RECEIVED IN RESPONSE TO THEIR ED VISIT WAS ONGOING SUPPORT THEY RECEIVED AS PART OF THE SERVICE. 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 HAVE WORKED TO ACHIEVE IMPACTFUL RESULTS WITH MEMBERS IDENTIFIED AS HIGH RISK OR RISING RISK OF SUICIDE. IN 2022, OUR BH CASE MANAGEMENT PROGRAM RECEIVED 313 NOTIFICATIONS OF MEMBERS WHO WERE ENGAGED IN BH CASE MANAGEMENT WHO WERE IDENTIFIED AS HIGH RISK OR RISING RISK OF SUICIDE. OUR CASE MANAGERS ASSESSED MEMBERS IN 171 (55%) OF THESE OCCURRENCES USING 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 $3.3M, WITH 98% USED FOR SALARIES AND BENEFITS FOR STAFF. IMPROVING PATIENT SAFETY AND REDUCING DRUG RELATED OVERUSE AND MISUSE HEALTHPARTNERS RESTRICTED RECIPIENT PROGRAM WAS ESTABLISHED OVER TEN YEARS AGO AND IS DESIGNED TO REDUCE MEDICATION AND UTILIZATION OVERUSE AND MISUSE. FOLLOWING SPECIFIC PROGRAM PROTOCOLS FROM THE MINNESOTA DEPARTMENT OF HUMAN SERVICES UNIVERSAL RESTRICTED RECIPIENT PROGRAM, HEALTHPARTNERS HEALTH PLAN PROVIDES OVERSIGHT AND GUIDANCE TO OVER 300 MEMBERS ANNUALLY WHO ARE RESTRICTED TO A SINGLE PHYSICIAN, PHARMACY, AND HOSPITAL TO MINIMIZE MEDICATION -- SEEKING FROM MULTIPLE PHYSICIANS SIMULTANEOUSLY. BEHAVIORAL HEALTH CASE MANAGERS WHO PROVIDE RRP CASE MANAGEMENT SUPPORT MORE THAN 100 OF HEALTHPARTNERS' MEMBERS ENROLLED IN RRP ON AN ANNUAL BASIS. THE 2022 COSTS OF THE HEALTHPARTNERS BH RESTRICTED RECIPIENT PROGRAM WERE NEARLY $200,000. COMMUNITY BUILDING ACTIVITIES TRANSFORMING CARE AND COVERAGE TO IMPROVE OUTCOMES HEALTHPARTNERS IS WORKING TO TRANSFORM HEALTH CARE BY DELIVERING OUTSTANDING CARE AND SERVICE THAT IS CONSISTENT WITH THE ORGANIZATION'S VISION: HEALTH AS IT SHOULD BE, AFFORDABILITY AS IT MUST BE THROUGH RELATIONSHIPS BASED ON TRUST. OUR STRATEGIC APPROACH TO IS SUPPORT OUR HEALTHY HIGH PERFORMING TEAMS TO DELIVER BEST OUTCOMES FOR PATIENTS AND MEMBERS. THIS MEANS WE FOCUS ON THE PURSUIT TO SIMULTANEOUSLY OPTIMIZE THE HEALTH OF THE POPULATION AND THE EXPERIENCE OF EVERYONE, WHILE REDUCING PER CAPITA HEALTH CARE COSTS. AS AN INTEGRATED ORGANIZATION WE COLLABORATE AND CONNECT WITH OTHERS TO ADOPT AND SHARE IMPROVEMENTS SUCH AS BEST PRACTICES AND PATIENT EDUCATION MATERIALS ACROSS THE SYSTEM.
PART III, CONT. 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. TOTAL COST OF CARE TOTAL COST OF CARE (TCOC), IS A METHOD OF MEASURING HEALTH CARE AFFORDABILITY. TCOC MEASURES ARE POWERFUL ANALYTICAL TOOLS FOR HEALTH PLANS, PROVIDERS, MEDICAL GROUPS, GOVERNMENT AGENCIES, EMPLOYERS AND OTHERS WITH A STAKE IN REDUCING HEALTH CARE COST TRENDS. THEY CAN HELP PINPOINT WAYS TO MAKE HEALTH CARE MORE AFFORDABLE WITHOUT SACRIFICING QUALITY OR EXPERIENCE. MANY ORGANIZATIONS HAVE EXPERIMENTED WITH TCOC MODELS IN RECENT YEARS. HEALTHPARTNERS' TOTAL COST OF CARE AND RESOURCE USE (TCOC) FRAMEWORK ADDRESSES ONE OF THE MOST FUNDAMENTAL PROBLEMS RELATED TO POPULATION HEALTH: RISING HEALTH CARE COSTS. HEALTHPARTNERS HAS DEVELOPED A TCOC MODEL THAT IS UNIQUE IN A SIGNIFICANT WAY. IT IS A FULL-POPULATION, PERSON-CENTERED MEASUREMENT TOOL THAT ACCOUNTS FOR 100 PERCENT OF THE CARE PROVIDED TO A PATIENT. ADDITIONALLY, IT SUPPLIES A REPORTING SUITE TO SUPPORT MULTIPLE LEVELS OF ANALYSIS, CONSIDERING THE COST OF CARE PROVIDED TO A PATIENT (OR "TOTAL COST INDEX"), AND INCORPORATES AN INNOVATIVE APPROACH TO MEASURING RESOURCES USED IN PROVIDING THAT CARE (OR "TOTAL RESOURCE USE INDEX"). WHEN USED IN COMBINATION, THESE MEASURES YIELD MORE COMPREHENSIVE, REVEALING AND ACTIONABLE RESULTS THAN COST MEASURES ALONE. USING THIS SYSTEM, WHICH HAS BEEN MORE THAN A DECADE IN DEVELOPMENT AND STAGED-IN USE, HEALTHPARTNERS HAS OUTPERFORMED MINNESOTA, REGIONAL AND NATIONAL RISK-ADJUSTED COST OF CARE BENCHMARKS FOR MANY YEARS. HEALTHPARTNERS FINANCIALLY INCENTS PROVIDERS THROUGH ITS TCOC PROGRAM TO ACHIEVE THE BEST OUTCOMES FOR THE POPULATION THEY SERVE BY IMPROVING THE HEALTH OF THE POPULATION, ENHANCING THE PATIENT'S EXPERIENCE AND MAKING HEALTH CARE MORE AFFORDABLE. HEALTHPARTNERS HAS BEEN DEVELOPING HEALTH CARE COST OF CARE AND RESOURCE USE MEASURES SINCE 1995. THE MEASUREMENT SUITE WAS RE-ENDORSED BY THE NATIONAL QUALITY FORUM. SUSTAINABILITY OUR SUSTAINABILITY PROGRAM IS IN ALIGNMENT WITH AND FULLY SUPPORTS THE MISSION OF OUR ORGANIZATION. THE SUSTAINABILITY DEPARTMENT IS RESPONSIBLE FOR MONITORING AND MAKING RECOMMENDATIONS FOR REDUCING CARBON EMISSIONS, MINIMIZING WASTE, PURCHASING ENVIRONMENTALLY PREFERRED MATERIALS WHEN APPROPRIATE, MINIMIZING OUR IMPACT ON THE NATURAL ENVIRONMENT AND INTERACTING WITH THE INTERESTED STAKEHOLDERS OF THE ORGANIZATION AND IN THE COMMUNITY. HEALTHPARTNERS IS COMMITTED TO CARING FOR THE PLACES WHERE WE LIVE AND WORK SO WE CAN PROVIDE A HEALTHIER, CLEANER AND MORE LIVABLE ENVIRONMENT FOR OUR EMPLOYEES, MEMBERS, PATIENTS AND FUTURE GENERATIONS. WE ARE COMMITTED TO: - EXPAND THE USE OF SUSTAINABLE AND EARTH-FRIENDLY PRACTICES THAT HELP US WORK SMARTER, BE HEALTHIER AND SAVE MONEY. - ENCOURAGE EMPLOYEES TO PARTICIPATE IN, CHAMPION OR SUPPORT SUSTAINABILITY PRACTICES, BOTH AT WORK AND AT HOME. - MEASURE AND MONITOR OUR PROGRESS TOWARD OUR SUSTAINABILITY GOALS. - LEAD, ADVOCATE OR IMPLEMENT INITIATIVES THAT IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. HEALTHPARTNERS HAS MANY GREEN TEAMS ACROSS OUR ORGANIZATION THAT WORK HARD ON LEADING OUR SUSTAINABILITY INITIATIVES. GREEN TEAMS ARE BASED AT AMERY HOSPITAL & CLINIC, HUDSON HOSPITAL & CLINIC, HUTCHINSON HEALTH HOSPITAL, LAKEVIEW HOSPITAL, METHODIST HOSPITAL, OLIVIA HOSPITAL & CLINIC, REGIONS HOSPITAL, WESTFIELDS HOSPITAL & CLINIC AND SEVERAL OF OUR CLINICS AND ADMINISTRATIVE BUILDINGS. IN 2022, DUE TO THE CONTINUED IMPACTS OF THE COVID-19 PANDEMIC, HEALTHPARTNERS HELD A VIRTUAL EARTH DAY EVENT ACROSS THE ORGANIZATION. WE CREATED A FOUR-WEEK INTERNAL EARTH MONTH SERIES THAT FEATURED WEEKLY NEWSLETTERS, HUDDLE REMINDERS, AND SHORT FORMS THAT COLLEAGUES COULD COMPLETE TO SHARE THEIR IDEAS. WE ALSO HELD IN-PERSON EARTH DAY AND FALL SUSTAINABILITY AWARENESS EVENTS WHERE IT WAS SAFE TO DO SO. HEALTHPARTNERS HAS ALSO BEEN A PIONEER IN REDUCING THE AMOUNT OF MEDICATION WASTE IN THE COMMUNITY BY CREATING A MEDICINE TAKE-BACK PROGRAM. THIS TAKE-BACK PROGRAM BEGAN IN 2011 TO COLLECT UNNEEDED AND UNUSED MEDICATION FROM COMMUNITY MEMBERS FOR FREE. IN 2022, WE HAD SIX MEDICINE TAKE-BACK KIOSKS IN SERVICE AT OUR CLINICS AND HOSPITALS. THESE KIOSKS CAN ACCEPT CONTROLLED SUBSTANCES AND OTHER MEDICATIONS. HEALTHPARTNERS IS ABLE TO PROPERLY DISPOSE OF THESE MEDICATIONS, SO THEY ARE NOT DISCHARGED TO THE ENVIRONMENT OR END UP BEING MISUSED. IN 2022, HEALTHPARTNERS ESTIMATES THAT WE COLLECTED OVER 3,500 POUNDS OF MEDICATION FROM THE PUBLIC THROUGH THIS PROGRAM. SINCE 2011, WE HAVE COLLECTED OVER 44,700 POUNDS OF MEDICINES. TO DATE THE ORGANIZATION HAS SPENT ABOUT $194,000 OR $4.34 PER POUND FOR PROPER DISPOSAL OF MEDICINES. IN 2022, OUR COMMUNITY SOLAR GARDEN AGREEMENTS PRODUCED THE EQUIVALENT OF OVER 830 HOUSES' ENERGY USE FOR ONE YEAR. IN 2022, WE ALSO SAVED THE EQUIVALENT OF 76 HOUSES' ENERGY USE FOR ONE YEAR AND RECEIVED OVER $76,000 IN REBATES BY PURSUING INNOVATIVE ENERGY EFFICIENCY PROJECTS. AT THE START OF THE PANDEMIC, OUR TEAMS QUICKLY SWITCHED TO VIDEO VISITS TO KEEP BOTH EMPLOYEES AND PATIENTS SAFE. BY EMBRACING THIS NEW TECHNOLOGY, PATIENTS WHO TYPICALLY CAME TO CLINICS FOR AN IN-PERSON VISIT SAVED OVER 5.7 MILLION MILES AND 250,000 GALLONS OF GAS IN THE FIRST NINE MONTHS OF 2022. THROUGHOUT REMOTE WORKING, EMPLOYEES TRAVELED LESS FOR BUSINESS PURPOSES AS WELL AND SAVED OVER $930,000 IN MILEAGE REIMBURSEMENT COSTS IN 2022 COMPARED TO PRE-PANDEMIC. HEALTHPARTNERS WON A 2022 SYSTEM FOR CHANGE AWARD FOR EXEMPLARY SUSTAINABILITY STRATEGY FOR THE EIGHTH YEAR IN A ROW FROM PRACTICE GREENHEALTH, THE LEADING HEALTH CARE SUSTAINABILITY ORGANIZATION IN NORTH AMERICA. HEALTHPARTNERS HAS RECEIVED ADDITIONAL HIGH HONORS NATIONALLY FROM PRACTICE GREENHEALTH, WINNING 27 AWARDS IN 2022. ADDITIONAL AWARDS OUR HOSPITALS HAVE RECEIVED IN 2022 INCLUDE THE GREEN MASTERS AWARD FROM THE WISCONSIN SUSTAINABLE BUSINESS COUNCIL, THE GREEN BUSINESS OF THE YEAR AWARD FROM SUSTAINABLE STILLWATER, TREE CAMPUS HEALTHCARE FROM THE ARBOR DAY FOUNDATION, AND AUDUBON COOPERATIVE SANCTUARY FROM AUDUBON INTERNATIONAL. LANGUAGE ASSISTANCE - MINNESOTA HEALTH LITERACY PARTNERSHIP: WE ARE A MEMBER OF THE MINNESOTA HEALTH LITERACY PARTNERSHIP, A COLLABORATIVE OF HOSPITALS, CLINIC SYSTEMS, HEALTH PLANS AND COMMUNITY AND PUBLIC ORGANIZATIONS. THIS GROUP SHARES INFORMATION AND ENGAGES IN JOINT PLANNING ON HEALTH LITERACY ISSUES. THE GROUP IS COMMITTED TO ADVANCING HEALTH LITERACY, SO ALL PEOPLE IN OUR COMMUNITY CAN UNDERSTAND AND ENGAGE IN THEIR HEALTH AND HEALTH CARE. - THE EXCHANGE: WE PARTICIPATE IN THE EXCHANGE, A COLLABORATIVE OF MINNESOTA HEALTH-RELATED ORGANIZATIONS. MEMBERS COMBINE RESOURCES AND COLLABORATE TO CREATE AND MAINTAIN AN ONLINE LIBRARY OF HEALTH-RELATED MATERIALS IN LANGUAGES MOST COMMONLY SPOKEN IN MINNESOTA. THE EXCHANGE ALSO DISSEMINATES INFORMATION ON ISSUES OF LITERACY, CLASS, CULTURE, RACE AND SPIRITUALITY AS THEY AFFECT HEALTH DISPARITIES.
PART III, CONT. BUILDING AN EFFECTIVE WORKFORCE TO SUPPORT HEALTH EQUITY, DIVERSITY AND INCLUSION EQUITY, INCLUSION AND ANTI-RACISM CABINET IN THE WAKE OF GEORGE FLOYD'S MURDER, HEALTHPARTNERS REAFFIRMED ITS COMMITMENT TO IMPROVE RACIAL EQUITY IN QUALITY AND HEALTH OUTCOMES AND ADDRESS THE EFFECTS OF DISPARITIES IN SOCIAL DETERMINANTS OF HEALTH. WE ESTABLISHED THE EQUITY, INCLUSION, AND ANTI-RACISM CABINET TO AGGRESSIVELY ACCELERATE OUR EFFORTS TO ADVANCE RACIAL EQUITY AND HEALTH EQUITY. THE CABINET PROVIDES STRATEGIC LEADERSHIP IN PLANNING AND EXECUTING ACTIVITIES AIMED AT IMPROVING RACIAL EQUITY AND HEALTH EQUITY THROUGH REDUCING HEALTH CARE DISPARITIES, IMPROVING ACCESS, AND SUPPORTING AN INCLUSIVE CULTURE. THE CABINET ALIGNS RACIAL EQUITY AND HEALTH EQUITY ACTIVITIES ACROSS THE ORGANIZATION THROUGH INCLUSION IN ANNUAL PLANS AND SUPPORTS TRACKING, MONITORING AND MEASURING PROGRESS. THE CABINET: - PROVIDES AN ORGANIZATION-WIDE APPROACH TO MEASURE AND REDUCE HEALTH CARE DISPARITIES - SUPPORTS WORKFORCE DEVELOPMENT INITIATIVES THAT REINFORCE CULTURAL HUMILITY AND RESPECT - IMPROVES CARE FOR MEMBERS WITH LIMITED ENGLISH PROFICIENCY AND WHO ARE HEARING IMPAIRED - INVOLVES MEMBERS IN PLANNING AND IMPLEMENTING RACIAL EQUITY AND HEALTH EQUITY APPROACHES - ENGAGES WITH COMMUNITIES ACROSS THE SEVEN-COUNTY METROPOLITAN AREA IN PARTNERSHIPS TO PROMOTE RACIAL EQUITY AND HEALTH EQUITY - PROVIDES DIRECTION FOR DATA COLLECTION, ANALYSIS, AND REPORTING ACROSS THE ORGANIZATION - COMMUNICATES PROGRESS ON INITIATIVES ACROSS THE ORGANIZATION, AND EXTERNALLY AS APPROPRIATE THE EQUITY, INCLUSION AND ANTI-RACISM CABINET WILL PROVIDE LEADERSHIP, DIRECTION AND OVERSIGHT THROUGH FOUR CORNERSTONES TO ACCELERATE THE PACE OF OUR WORK AND CULTIVATE ALIGNMENT AND PARTNERSHIP ACROSS THE ORGANIZATION. COMMUNITY COLLABORATION TO GAIN INSIGHTS AND ENGAGE COMMUNITY COMMUNITY PARTNERSHIP DEVELOPMENT IS A CORE STRATEGY IN OUR WORK TO PROMOTE HEALTH EQUITY. WE INVEST IN SIX GENERAL AREAS: HEALTHY CHILDREN, MENTAL HEALTH, NUTRITION AND FITNESS, HEALTH EQUITY, WELLNESS AND PREVENTION AND RESEARCH AND EDUCATION. WE ALSO HAVE LARGER, MULTI-YEAR PARTNERSHIPS AND CAMPAIGNS WITH COMMUNITY-BASED ORGANIZATIONS TO IMPACT HEALTH DETERMINANTS, SUCH AS THE MAKEITOK CAMPAIGN, POWERUP AND LITTLE MOMENTS COUNT. EXAMPLES OF PARTNERS INCLUDE ORGANIZATIONS SUCH AS THE WAY TO GROW, THINK SMALL, NORTHSIDE ACHIEVEMENT ZONE, NAMI, OVER 60 SCHOOLS THROUGHOUT THE REGION, HUNGER SOLUTIONS, AND MANY OTHERS. COLLECTION AND USE OF DATA ON RACE, ETHNICITY AND LANGUAGE PREFERENCES - HEALTHPARTNERS SYSTEMATICALLY COLLECTS DATA ON RACE/ETHNICITY, LANGUAGE AND COUNTRY OF ORIGIN DIRECTLY FROM PATIENTS AND MEMBERS IN A VARIETY OF WAYS, ALL OF THEM VOLUNTARY. THESE DATA COLLECTION SOURCES INCLUDE HEALTHPARTNERS.COM, TELEPHONE CONTACTS WITH HEALTHPARTNERS CASE MANAGEMENT DEPARTMENT, ONLINE THROUGH OUR HEALTH ASSESSMENT, THE ELECTRONIC MEDICAL RECORD IN OUR CARE DELIVERY SYSTEM AND IN OUR DENTAL GROUP. WE'VE FOUND THAT COLLECTING THIS INFORMATION FACE TO FACE FROM PATIENTS AT THE POINT OF CARE OR HEALTH PLAN CONTACT IS AN EFFECTIVE DATA COLLECTION METHOD. ACROSS OUR CARE DELIVERY SYSTEM, WE HAVE COLLECTED RACE AND LANGUAGE INFORMATION FOR OVER 90% OF OUR PATIENTS, WITH LANGUAGE AND RACE COLLECTION RATES AT OUR HOSPITALS EXCEEDING 97%. COMMUNITY PARTNERSHIPS AND BENEFIT TO THE COMMUNITY COMMUNITY PARTNERSHIP DEVELOPMENT IS A CORE STRATEGY IN OUR WORK TO PROMOTE HEALTH EQUITY. WE INVEST IN SIX GENERAL AREAS: HEALTHY CHILDREN, MENTAL HEALTH, NUTRITION AND FITNESS, HEALTH EQUITY, WELLNESS AND PREVENTION AND RESEARCH AND EDUCATION. WE ALSO HAVE LARGER, MULTI-YEAR PARTNERSHIPS AND CAMPAIGNS WITH COMMUNITY-BASED ORGANIZATIONS TO IMPACT HEALTH DETERMINANTS, SUCH AS THE MAKE IT OK CAMPAIGN, POWERUP AND LITTLE MOMENTS COUNT. EXAMPLES OF PARTNERS INCLUDE ORGANIZATIONS SUCH AS TPT, NORTHSIDE ACHIEVEMENT ZONE, NAMI, HABITAT FOR HUMANITY, ST. PAUL BOOKMOBILE, HUNGER SOLUTIONS, AND MANY OTHERS. - CENTER FOR COMMUNITY HEALTH (CCH) - CCH IS A COLLABORATIVE WITH HEALTH PLANS, HOSPITALS, AND LOCAL PUBLIC HEALTH AGENCIES IN THE TWIN CITIES SEVEN-COUNTY METRO AREA. IN 2022, HEALTHPARTNERS SERVED ON THIS ORGANIZATION WITH REPRESENTATIVES ON THE BOARD AS WELL AS THE TWO SUBCOMMITTEES. CCH CONTINUES TO DEVELOP COMMON TOOLS AND RESOURCES, FACILITATE QUANTITATIVE AND QUALITATIVE DATA SHARING, AND TAKE COLLECTIVE ACTION FOR SYSTEMS CHANGE. IN 2022, CCH CONTINUED THE INTEGRATIONS OF COMMUNITY HEALTH ASSESSMENTS. MORE ABOUT CCH AT WWW.MNMETROCCH.ORG - :RACISM UNVEILED: HEALTHPARTNERS IS THE SPONSOR OF THE NEW TWIN CITIES PUBLIC TELEVISION PRODUCTION, "RACISM UNVEILED." THE PROJECT IS A COLLABORATION WITH COMMUNITY MEMBERS AND LEADERS THAT EXAMINES THE IMPACT OF SYSTEMIC RACISM ON BLACK, INDIGENOUS AND COMMUNITIES OF COLOR IN MINNESOTA. HTTPS://WWW.TPTORIGINALS.ORG/PROJECTS/RACISMUNVEILED/ - SCIENCE MUSEUM OF MINNESOTA: SINCE 2018, HEALTHPARTNERS SUPPORTED THE SCIENCE MUSEUM OF MINNESOTA'S DEVELOPMENT OF THE MENTAL HEALTH: MIND MATTERS EXHIBIT. THIS EXHIBIT WAS ORIGINALLY DEVELOPED IN FINLAND, BUT DID NOT USE CULTURALLY APPROPRIATE LANGUAGE OR APPROACHES FOR THE UNITED STATES, AS WELL AS DID NOT PROVIDE CULTURALLY-RELEVANT RESOURCES. HEALTHPARTNERS PROVIDED IMPORTANT FINANCIAL SUPPORT AND SUBJECT MATTER EXPERTISE AND CONTENT ON RESOURCES, INCLUDING CREATION OF A DEDICATED RESOURCE AREA FOR ADULTS AND CHILDREN. THIS RESOURCE AREA INCLUDED CULTURALLY-RELEVANT RESOURCES IN MANY LANGUAGES AND ALSO INCLUDED DEDICATED PIECES FOR PERINATAL PSYCHIATRIC DISORDERS, AND AFRICAN AMERICAN, RECENT REFUGEE IMMIGRANT, SOMALI AND LATIN AMERICAN COMMUNITIES. HTTPS://WWW.SMM.ORG/TOOLKIT/MINDMATTERS - HIGHER GROUND ACADEMY: IS A K-12 GRADE CHARTER SCHOOL LOCATED IN SAINT PAUL THAT SERVES PRIMARILY CHILDREN OF EAST AFRICAN IMMIGRANTS FROM SOMALIA AND ETHIOPIA. ANNUALLY, HIGHER GROUND ACADEMY PLANS A CAREER FAIR FOR THEIR JUNIOR AND SENIOR HIGH STUDENTS. HEALTHPARTNERS HAS RECRUITED VOLUNTEERS TO PARTICIPATE SINCE 2015. IN 2022, SIX HEALTHPARTNERS COLLEAGUES PARTICIPATED AND REACHING ABOUT 95 STUDENTS. - HABITAT FOR HUMANITY: STABLE HOUSING IMPACTS EDUCATIONAL ACHIEVEMENT AND A FAMILIES' OVERALL HEALTH. WHEN HEALTHPARTNERS AND PARK NICOLLET COMBINED IN 2012, OUR ORGANIZATIONS USED VOLUNTEERISM AS A MEANS TO LEARN ABOUT EACH OTHER AND SHARE OUR VALUES. ACCORDING TO THE POSITIVE IMPACTS OF AFFORDABLE HOUSING ON HEALTH A RESEARCH SUMMARY, WHEN FAMILIES PAY EXCESSIVE AMOUNTS OF THEIR INCOME FOR HOUSING OFTEN THEY HAVE INSUFFICIENT FUNDS REMAINING TO MEET OTHER ESSENTIAL NEEDS, INCLUDING FOOD, MEDICAL INSURANCE AND HEALTH CARE. IN 2022, HEALTHPARTNERS SPONSORED 2 BUILDS. 72 VOLUNTEERS PARTICIPATED PROVIDING 576 VOLUNTEER HOURS. - PRIDE FESTIVAL: FOR 24 YEARS, HEALTHPARTNERS HAS PARTICIPATED IN THE PRIDE FESTIVAL AND OVER 5 YEARS IN THE PARADE. IN HONOR OF THE 50TH YEAR ANNIVERSARY OF PRIDE IN THE TWIN CITIES, THE HEALTHPARTNERS BOOTH AT PRIDE HOSTED A POLLING QUESTION AND DISTRIBUTED A CHARITY GIFT OF $5000 AMONG THREE NONPROFIT CHARITIES BASED ON PARTICIPANT'S VOTING PERCENTAGE. OUR CHARITY GIFT WAS THEN DISTRIBUTED TO THESE LOCAL NONPROFITS WHO SUPPORT THE GLBTQ+ COMMUNITY: RECLAIM; TWIN CITIES PRIDE; AND OPEN ARMS MN - UNLOCKIT: A PROGRAM DEVELOPED BY CYCLE HEALTH AND NOW INTEGRATED INTO THE YMCA PROGRAMMING, IS A MAP BASED OUTDOOR SCAVENGER HUNT SET AT A VARIETY OF PARKS. HEALTHPARTNERS IS PROUD TO BE A SPONSOR IN 2021 WHICH TESTED THE INITIAL PROGRAM. PROGRAMMING EXPANDED IN 2022 INCLUDING 16 PARKS. PARTICIPANTS MAY GO ANYTIME THE PARK IS OPEN. PARTICIPANTS DOWNLOAD THE MAP, FOLLOW THE CLUES, AND UNLOCK LETTERS THAT, WHEN UNSCRAMBLED, FORM A KEYWORD. THEY THEN SUBMIT THAT KEYWORD TO BE ENTERED TO WIN FUN PRIZES. HTTPS://WWW.YMCANORTH.ORG/SITES/DEFAULT/FILES/Y-ADVENTURE-LAB-UNLOCKIT-S T-CROIX.PDF?OPENYTS=1675275840248
PART III, CONT. - KEYSTONE COMMUNITY SERVICES: FOR OVER 80 YEARS, KEYSTONE COMMUNITY SERVICES HAS BEEN SERVING RAMSEY COUNTY WITH SENIOR CARE, ENRICHMENT FOR CHILDREN, BASIC NEEDS AND CRISIS ASSISTANCE. KEYSTONE BEGAN AS A SMALL NEIGHBORHOOD COMMUNITY CENTER. TODAY, KEYSTONE REACHES MORE THAN 40,000 PEOPLE, AND WE SHARE MANY PATIENTS AND MEMBERS. KEYSTONE CURRENTLY OPERATES TWO FOOD SHELVES RICE STREET FOOD SHELF AND MIDWAY FOOD SHELF. AND WHEN HEALTHPARTNERS WAS PILOTING OUR SUPERSHELF INITIATIVE, THE RICE STREET FOOD SHELF WAS A PILOT! OUR 3 YEAR COMMITMENT MADE IN 2022 HAS BEEN USED TO SUPPORT THE EXPANSION OF THEIR NEW WAREHOUSE AND FOOD MOBILE PROVIDING BETTER ACCESS TO NEIGHBORHOODS WITH BARRIERS. KEYSTONE FOOD SHELVES AND FOODMOBILE PROVIDE QUALITY, HEALTHY FOOD FOR THE COMMUNITY, HELPING THEM BE SELF-SUFFICIENT, STABLE AND SUCCESSFUL. EXPRESS BIKE IS A SOCIAL ENTERPRISE OF KEYSTONE COMMUNITY SERVICES. EXPRESS BIKE IS A FULL-SERVICE BIKE SHOP SPECIALIZING IN REFURBISHED BICYCLES AND A NONPROFIT YOUTH EMPLOYMENT PROGRAM - ALL ROLLED INTO ONE! IN APRIL OF 2022, WE HOSTED BICYCLE DRIVES AT FOUR HEALTHPARTNERS LOCATIONS COLLECTING 136 BICYCLES TO SUPPORT THIS PROGRAM. - OPEN ARMS: SINCE 1986, OPEN ARMS OF MINNESOTA PREPARES AND DELIVERS TASTY, NOURISHING MEALS TO CRITICALLY ILL MINNESOTANS AND THEIR FAMILIES IN NEED100 PERCENT FREE OF CHARGE. HEALTHPARTNERS IS PROUD TO SUPPORT THE CAPITAL CAMPAIGN TO EXPAND THEIR SERVICES AND OPENING A NEW KITCHEN IN SAINT PAUL. HTTPS://WWW.OPENARMSMN.ORG/ABOUT-US/ - ITASCA PROJECT: WE CONTINUE OUR WORK WITH THE ITASCA PROJECT. THIS IS AN EMPLOYER-LED ALLIANCE TO ADDRESS REGIONAL ISSUES THAT AFFECT OUR FUTURE COMPETITIVENESS AND QUALITY OF LIFE. A MAJOR FOCUS OF THE ITASCA PROJECT IS CLOSING THE GAP ON SOCIOECONOMIC DISPARITIES IN THE REGION THROUGH COLLECTIVE ACTION BY BUSINESSES. THE ITASCA PROJECT, A CROSS-SECTOR ALLIANCE OF EMPLOYERS, LAUNCHED THE FIRST 1,000 DAYS INITIATIVE TO HELP RAISE AWARENESS AMONG EMPLOYERS OF THE LIFELONG IMPACT OF EARLY EXPERIENCES PRENATAL TO AGE 3 AND THE CRUCIAL. OUR LITTLE MOMENTS COUNT COLLABORATIVE HELPED TO CREATE THE EMPLOYEE TOOLKIT: HTTPS://WWW.LITTLEMOMENTSCOUNT.ORG/EMPLOYER-TOOL-KIT - RONDO NEIGHBORHOOD: HEALTHPARTNERS IS A PROUD SPONSOR OF THE RONDO COMMEMORATIVE PLAZA. IN THE 1930S, THE RONDO NEIGHBORHOOD WAS A THRIVING AND VIBRANT COMMUNITY. BY THE 1950S, ABOUT 85% OF SAINT PAUL'S AFRICAN AMERICAN POPULATION LIVED IN THE NEIGHBORHOOD. THE COMMUNITY BOND WAS STRONG, LOCAL BUSINESSES WERE THRIVING, AND RESIDENTS WERE GAINING FINANCIAL STABILITY THAT COMES WITH HOME OWNERSHIP. IN THE 1960'S, HOWEVER, THE NEIGHBORHOOD OF RONDO WAS REMOVED FROM THE MAP FOR THE CONSTRUCTION OF INTERSTATE 94. 600 FAMILIES LOST THEIR HOMES ALONG WITH NUMEROUS BUSINESSES AND INSTITUTIONS. THE RONDO COMMEMORATIVE PLAZA WAS INSTALLED TO CAPTURE THE HISTORY OF LOSS ENDURED, LESSONS LEARNED AND THE WILL TO RECONNECT. IN 2022, WE PARTICIPATED IN RONDO JUNETEENTH FESTIVAL SHARING HEALTH EDUCATION AND BLOOD PRESSURE CHECKS. - EARLY RISERS PODCAST: HEALTHPARTNERS WAS PROUD TO SPONSOR THE SECOND SERIES AND COLLABORATE WITH MINNESOTA PUBLIC RADIO AND THINK SMALL ON THIS PROJECT. EARLY RISERS FEATURED A 6-EPISODE PODCAST MINI-SERIES IN 2020 WHICH EXPLORED TALKING WITH OUR YOUNGEST CHILDREN ABOUT RACE AND RACISM. SHORT, SWEET, SOMETIMES FUNNY AND ALWAYS RELATABLE, EACH EPISODE RAN BETWEEN 20-30 MINUTES AND HELPED PARENTS, CARETAKERS AND EDUCATORS TACKLE THIS BIG TOPIC WITH THEIR LITTLE ONES. EPISODES RELEASED WEEKLY AND WERE SUPPORTED BY BOTH LITTLE MOMENTS COUNT, HEALTHPARTNERS AND PARK NICOLLET. AS THE INITIAL PODCAST SERIES WAS SO SUCCESSFUL, HEALTHPARTNERS SPONSORED THE SECOND SERIES IN 2021 AND A THIRD SERIES IN 2022. HTTPS://WWW.MPR.ORG/COLLECTIONS/EARLY-RISERS - SAINT PAUL PUBLIC LIBRARY BOOKMOBILE: HEALTHPARTNERS HAS SPONSORED THE SAINT PAUL PUBLIC LIBRARY BOOKMOBILE SINCE 2014, WHICH IS ONE OF THE LAST URBAN BOOKMOBILE STILL IN OPERATION. THE BOOK MOBILE VISITS 45-50 SITES ON A REGULAR BASIS IN A TWO-WEEK CYCLE REACHING ABOUT 120,000 PEOPLE PER YEAR. THE BOOKMOBILE ENSURES THAT THE LIBRARY IS ACCESSIBLE TO COMMUNITIES THAT FACE BARRIERS IN USING THE LIBRARY'S FIXED FACILITY DUE TO TRANSPORTATION, CULTURAL, LANGUAGE OR OTHER BARRIERS. IN ADDITION TO A FINANCIAL CONTRIBUTION, HEALTHPARTNERS ALSO VOLUNTEERS HELPING THE BOOKMOBILE AT LOCAL EVENTS. IN 2022, THE BOOKMOBILE SERVED OVER 1,500 CHILDREN AND FAMILIES EACH WEEK! HTTPS://SPPL.ORG/BOOKMOBILE/
FORM 990, PART VI, SECTION A, LINE 2 JULIE BUNDE AND STEVEN BUNDE ARE BOTH OFFICERS AT HPI AND ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 6 EACH HPI DIRECTOR IS ALSO A CONTRACT HOLDER OF HPI HEALTH PLAN OR A HEALTH PLAN OFFERED OR ADMINISTERED BY A RELATED ORGANIZATIONS. EACH MEMBER HAS ONE VOTE. BYLAWS, SECTION 1.1.
FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF HPI ELECT THE MAJORITY OF THE HPI BOARD OF DIRECTORS WHO SERVE AS THE ELECTED DIRECTORS AND WHO ALSO MUST BE CONTRACT HOLDERS AS EXPLAINED IN LINE 6A. OVER 75% OF MEMBER BOARD OF DIRECTORS ARE MEMBER-ELECTED DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B HPI'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF HPI. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE INTERNAL TAX DEPARTMENT OF GHI, THE MANAGEMENT TEAM, THE LEGAL DEPARTMENT AND HPI'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 PRESENTED TO THE GOVERNING BODY OF HPI. HPI MAKES AVAILABLE, TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS AND TO THE FULL 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 THE HEALTHPARTNERS BOARDEFFECT PORTAL FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO THE FILING OF THE 990, AND IS AN AGENDA ITEM AT A COMMITTEE MEETING. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN COMMITTEE MINUTES OF THE MEETING. THESE MINUTES ARE PRESENTED TO THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C THE HPI 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 HPI HAS NO EMPLOYEES. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH PLAN, INC. ("GHI") OR PARK NICOLLET HEALTH SERVICES (PNHS). GHI AND PNHS HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF ITS CEO AND ITS OTHER OFFICERS. EVERY THREE YEARS, UNDER THE DIRECTION OF THE BOARD OF DIRECTORS' COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (COMPENSATION COMMITTEE), A TOTAL COMPENSATION MARKET REVIEW IS COMPLETED BY AN EXTERNAL COMPENSATION CONSULTANT. THE REVIEW INCLUDES ALL COMPONENTS OF COMPENSATION; BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE. BASED ON THIS MARKET DATA, THE COMPENSATION COMMITTEE DETERMINES MINIMUM AND MAXIMUM TOTAL COMPENSATION RANGES FOR EACH OFFICER. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE DIRECTION OF THE COMPENSATION COMMITTEE, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION CONSULTANT FOR THE COMPENSATION COMMITTEE. FOR THE CHIEF EXECUTIVE OFFICER AND CERTAIN OTHER POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED TO SET SALARY RANGES BASED ON THE COMPETITIVE MARKET DATA SPECIFIC TO THOSE POSITIONS. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S COMPENSATION RESULTS. IN ALL CASES, COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMPENSATION COMMITTEE MEMBERS' INDEPENDENCE AND THIS IS UPDATED AT ANY MEETING AT WHICH DECISIONS ARE BEING MADE. STAFF (OTHER THAN THE SECRETARY TO THE BOARD) IS NOT IN THE ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. THE BOARD OF DIRECTORS HAS DELEGATED TO THE EXECUTIVE COMMITTEE THE ACCOUNTABILITY TO CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND TO DETERMINE THE COMPENSATION OF THE CEO BASED ON THE PERFORMANCE REVIEW AND THE MARKET COMPARABILITY DATA, APPROVED BY THE COMPENSATION COMMITTEE. THE BOARD HAS DELEGATED TO THE CEO (WITH AUTHORITY TO FURTHER DELEGATE) THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMPENSATION COMMITTEE. ANY EXCEPTIONS TO COMPENSATION IN EXCESS OF THE APPROVED RANGES ARE APPROVED BY THE COMPENSATION COMMITTEE. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND W2 STATEMENTS.
FORM 990, PART VI, SECTION C, LINE 19 HPI'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM HPI. HPI'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. HPI'S CONFLICT OF INTEREST POLICY CAN BE VIEWED THROUGH THE HEALTHPARTNERS.COM WEBSITE.
FORM 990, PART VII, SECT. A, COL. B, AVERAGE HOURS - RELATED ORGANIZATION ALL OFFICERS OF HPI ARE EMPLOYED AND COMPENSATED BY GHI AND PNHS. REPORTED AVERAGE HOURS WORKED ARE BASED ON TOTAL COMPENSATION FOR ALL RELATED ORGANIZATIONS.
FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO AFFILIATED ORGANIZATIONS -34,533,068. EARNINGS IN AFFILIATED ORGANIZATION -314,843. FAIR MARKET VALUATION ADJUSTMENT -10,263,875.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
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

(1) HEALTHPARTNERS EAST SIDE HOLDING LLC
8170 33RD AVENUE SOUTH PO BOX 1309
MINNEAPOLIS,MN554401309
20-1282428
REAL ESTATE HOLDING COMPANY DE     N/A










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?
Yes No
(1)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
 
Yes
 
(2)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
 
Yes
 
(3)RH WISCONSIN INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
20-2287016
CORPORATE PLANNING AND OVERSIGHT WI 501(C)(3) 509(A)(3) TYPE I HPI - RAMSEY
 
Yes
 
(4)HEALTHPARTNERS INSTITUTE
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1670163
HEALTHCARE EDUCATION AND RESEARCH MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
Yes
 
(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
 
Yes
 
(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
 
Yes
 
(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
 
Yes
 
(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
 
Yes
 
(9)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
 
Yes
 
(10)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
 
Yes
 
(11)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
 
Yes
 
(12)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
 
Yes
 
(13)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
 
Yes
 
(14)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
 
Yes
 
(15)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
 
Yes
 
(16)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
 
Yes
 
(17)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
 
Yes
 
(18)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
 
Yes
 
(19)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
 
Yes
 
(20)PARK NICOLLET HEALTH CARE PRODUCTS
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
01-0638901
DURABLE MEDICAL EQUIPMENT AND OTHER HEALTH CARE RETAIL SALES MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES
 
Yes
 
(21)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
 
Yes
 
(22)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
 
Yes
 
(23)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
 
Yes
 
(24)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
 
Yes
 
(25)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
 
Yes
 
(26)HUTCHINSON HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
36-3317820
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 170(B)(1) (A)(VI) HUTCHINSON HEALTH
 
Yes
 
(27)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
 
Yes
 
(28)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
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HEALTHPARTNERS ADMINISTRATORS INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1629390
THIRD PARTY ADMINISTRATOR MN N/A
C       Yes  
(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




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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
(1) GROUP HEALTH PLAN INC - CLAIMSHEALTHCARE SERVICES

P 133,276,130 CASH AMOUNT
(2) HUDSON HOSPITAL INC - CLAIMSHEALTHCARE SERVICES

P 1,283,146 CASH AMOUNT
(3) LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC - CLAIMSHEALTHCARE SERVICES

P 11,935,487 CASH AMOUNT
(4) REGIONS HOSPITAL - CLAIMSHEALTHCARE SERVICES

P 134,700,206 CASH AMOUNT
(5) WESTFIELDS HOSPITAL INC - CLAIMSHEALTHCARE SERVICES

P 645,248 CASH AMOUNT
(6) CAPITOL VIEW TRANSITIONAL CARE CENTER - CLAIMSHEALTHCARE SERVICES

P 1,156,115 CASH AMOUNT
(7) REGIONS HOSPITAL - RENT

Q 1,459,468 CASH AMOUNT
(8) GROUP HEALTH PLAN INC - MANAGEMENT & HEALTHCARE SUPPORT SERVICES

M 141,012,861 CASH AMOUNT
(9) AMERY REGIONAL MEDICAL CENTER INC - CLAIMSHEALTHCARE SERVICES

P 292,527 CASH AMOUNT
(10) PARK NICOLLET METHODIST HOSPITAL - CLAIMSHEALTHCARE SERVICES

P 72,879,786 CASH AMOUNT
(11) PARK NICOLLET CLINIC - CLAIMSHEALTHCARE SERVICES

P 67,616,779 CASH AMOUNT
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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