TY 2022 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
GROUP HEALTH PLAN INC 8170 33RD AVE SOUTH MINNEAPOLIS,MN55440	STAFFING	25,358,307
PARK NICOLLET CLINIC 3800 PARK NICOLLET BLVD ST LOUIS PARK,MN55416	STAFFING	9,909,903
ASHFIELD HEALTHCARE COMMUNICATION GROUP LTD VICTORIA MILL CHESIRE SK11 7HQ UK	CONSULTING	587,415
KAISER FDN RESEARCH INS 1800 HARRISON ST 16TH FLOOR OAKLAND,CA946123433	CONSULTING	400,266
MN COMMUNITY MEASUREMENT 3433 BROADWAY ST NE MINNEAPOLIS,MN55413	CONSULTING	289,704
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 18

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

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

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

Employer identification number

41-1670163

Part I

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

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

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

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

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

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

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

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

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

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

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

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

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

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

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

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

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

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

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

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

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

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

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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

Schedule A (Form 990) 2022

Page 3

Part III

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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

Yes

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

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Yes

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

Yes

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

Yes

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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

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

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

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

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

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

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

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

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

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

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

10a

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

10a

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

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

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

11b

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

11c

Section B. Type I Supporting Organizations

Yes

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

Yes

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

Section C. Type II Supporting Organizations

Yes

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

Section D. All Type III Supporting Organizations

Yes

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

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

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

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

Activities Test. Answer lines 2a and 2b below.

Yes

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

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

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

Schedule A (Form 990) 2022

Page 6

Part V

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

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

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

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

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

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

Schedule A (Form 990) 2022

Page 7

Part V

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

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

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

Facts And Circumstances Test

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

Return Reference

Explanation

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

NO DIRECT MONETARY SUPPORT IS INDICATED FROM HEALTHPARTNERS INSTITUTE TO ITS SUPPORTED ORGANIZATIONS: HOWEVER, HEALTHPARTNERS INSTITUTE PERFORMS SERVICES WHICH ITS SUPPORTED ORGANIZATIONS WOULD OTHERWISE PERFORM ON THEIR OWN. THE NATURE OF THESE SERVICES, AND THE RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS IS DESCRIBED IN SCHEDULE O "FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS."

PART IV, SECTION A, LINE 3B:

HEALTHPARTNERS INSTITUTE SUPPORTED ORGANIZATIONS THAT ARE 501 (C) (4) ORGANIZATIONS ARE REQUIRED TO BE A NON-PROFIT CORPORATION UNDER MINNESOTA LAW. THE STATE OF MINNESOTA MONITORS THE PUBLIC BENEFIT OF THESE ORGANIZATIONS ANNUALLY TO ENSURE THAT THEY MEET STATE AND FEDERAL REQUIREMENTS. ANNUALLY HEALTHPARTNERS, INC. PROVIDES SUPPORT THAT IT MEETS THE REQUIREMENT OF 509(A)(2).

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2022

Name of the organization

HEALTHPARTNERS INSTITUTE

Employer identification number

41-1670163

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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

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

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization HEALTHPARTNERS INSTITUTE

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization HEALTHPARTNERS INSTITUTE		Employer identification number 41-1670163

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

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 Bullet

Go 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 INSTITUTE

Employer identification number

41-1670163

Part I-A

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

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

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

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

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

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

Cat. No. 50084S

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 Bullet

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

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

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

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

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

Page 3

Part II-B

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

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

(a)

Yes|No

(b)

Amount

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

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

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

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Attach to Form 990.
SchDMd Bullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

Employer identification number

41-1670163

Part I

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

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

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


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

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

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

(ii)

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

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

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

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

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

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

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

Yes No

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

Part V

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

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

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

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

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

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

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

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

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

Part VI

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

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

1a	Land .....
b	Buildings ....
c	Leasehold improvements	2,603,235	1,090,613	1,512,622
d	Equipment ....	5,022,163	2,966,913	2,055,250
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,567,872

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.)

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.)

Part IX

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

(a) Description				(b) Book value

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

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	88,573
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

Page 4

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

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

Part XIII

Supplemental Information

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

Return Reference

Explanation

PART X, LINE 2:

THE HEALTHPARTNERS INSTITUTE IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. 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:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

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

Employer identification number

41-1670163

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

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

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1NANCY L EVERT BRD SCTRY - GNRL COUNSEL	(i) (ii)	0 ------------- 500,726	0 ------------- 174,605	0 ------------- 43,136	0 ------------- 167,010	0 ------------- 28,641	0 ------------- 914,118	0 ------------- 37,844
2PATRICK T COURNEYA MD DIRECTOR & VICE CHAIR	(i) (ii)	0 ------------- 454,100	0 ------------- 164,205	0 ------------- 18,746	0 ------------- 106,714	0 ------------- 42,020	0 ------------- 785,785	0 ------------- 0
3BRET C HAAKE MD DIRECTOR	(i) (ii)	0 ------------- 459,752	0 ------------- 143,189	0 ------------- 7,164	0 ------------- 60,762	0 ------------- 42,748	0 ------------- 713,615	0 ------------- 0
4HEIDI G CONRAD CFO & TREASURER (JAN-OCT)	(i) (ii)	0 ------------- 363,640	0 ------------- 166,627	0 ------------- 19,646	0 ------------- 80,282	0 ------------- 36,465	0 ------------- 666,660	0 ------------- 0
5NICO P PRONK PHD DIRECTOR & PRESIDENT	(i) (ii)	0 ------------- 372,570	0 ------------- 98,730	0 ------------- 9,819	0 ------------- 89,673	0 ------------- 39,988	0 ------------- 610,780	0 ------------- 0
6CARA M HULL DIRECTOR	(i) (ii)	0 ------------- 314,137	0 ------------- 133,606	0 ------------- 18,174	0 ------------- 22,875	0 ------------- 40,550	0 ------------- 529,342	0 ------------- 0
7STEVEN JACKSON MD DIRECTOR	(i) (ii)	0 ------------- 287,341	0 ------------- 0	0 ------------- 187,916	0 ------------- 8,612	0 ------------- 39,997	0 ------------- 523,866	0 ------------- 0
8FELIX K ANKEL MD FORMER EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 255,359	0 ------------- 0	0 ------------- 58,081	0 ------------- 82,945	0 ------------- 37,650	0 ------------- 434,035	0 ------------- 0
9TASHA M GASTONY PA DIRECTOR	(i) (ii)	0 ------------- 236,777	0 ------------- 8,979	0 ------------- 14,226	0 ------------- 23,619	0 ------------- 39,835	0 ------------- 323,436	0 ------------- 0

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	HEALTHPARTNERS INSTITUTE (INSTITUTE) HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH INC (GHI) OR BY PARK NICOLLET HEALTH SERVICES (PNHS) RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
PART I, LINE 4B	DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 47,347 PATRICK T. COURNEYA $ 44,511
PART I, LINE 6	HEALTHPARTNERS INSTITUTE OFFICERS AND DIRECTORS ARE EMPLOYED BY GROUP HEALTH INC (GHI) OR BY PARK NICOLLET HEALTH SERVICES (PNHS), RELATED ORGANIZATIONS. COMPENSATION REPORTED IN FORM 990, PART VII INCLUDES ANY COMPENSATION DERIVED FROM GHI'S OR PNHS' MANAGEMENT INCENTIVE PROGRAMS WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE MANAGEMENT INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G., SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR MANAGER, OR 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, HEALTH CARE AND CARE DELIVERY MARKET SHARE, 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, SCH. J, PART II - PRIOR REPORTED COMPENSATION	COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 37,844 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:

- TIN:

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 INSTITUTE

Employer identification number

41-1670163

Return Reference	Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	I. CORPORATE STRUCTURE, PURPOSE, GOVERNANCE HEALTHPARTNERS INSTITUTE (THE INSTITUTE) IS A MINNESOTA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3). IN 2016, PURSUANT TO A PLAN OF MERGER AND ARTICLES OF MERGER, PARK NICOLLET INSTITUTE, A MINNESOTA NONPROFIT CORPORATION, AND 501(C)(3) TAX EXEMPT ENTITY, MERGED INTO HEALTHPARTNERS RESEARCH & EDUCATION (DBA HEALTHPARTNERS INSTITUTE FOR EDUCATION AND RESEARCH), WITH HEALTHPARTNERS RESEARCH & EDUCATION AS THE SURVIVING CORPORATION. CONCURRENT WITH THE MERGER, WHICH WAS EFFECTIVE JANUARY 1, 2016, HEALTHPARTNERS INSTITUTE FOR EDUCATION & RESEARCH WAS RENAMED HEALTHPARTNERS INSTITUTE. THE INSTITUTE IS PART OF THE HEALTHPARTNERS ORGANIZATION "HEALTHPARTNERS." FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. 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. HEALTHPARTNERS, INC. (HPI) IS THE PARENT ENTITY OF HEALTHPARTNERS AND IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4) AND IS THE SOLE CORPORATE MEMBER OF THE INSTITUTE. THE INSTITUTE IS RECOGNIZED AS A PUBLIC CHARITY UNDER IRC SECTION 509(A)(3) AS A SUPPORTING ORGANIZATION OF HPI, GROUP HEALTH PLAN, INC. (GHI), A MINNESOTA NONPROFIT CORPORATION AND LICENSED STAFF MODEL HMO, REGIONS HOSPITAL (REGIONS), A MINNESOTA NONPROFIT CORPORATION AND LICENSED HOSPITAL, AND TO ALL OTHER 501(C)(3) TAX EXEMPT ENTITIES THAT ARE CONTROLLED DIRECTLY OR INDIRECTLY BY HPI. BOTH GHI AND REGIONS ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). FOR INFORMATION ABOUT THE CHARITABLE AND COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF THE INSTITUTE'S SUPPORTED ORGANIZATIONS, SEE THE FORM 990 ANNUAL FILINGS FOR EACH ENTITY. THE INSTITUTE WORKS WITH AND SUPPORTS CERTAIN ORGANIZATIONS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) WITHIN HEALTHPARTNERS TO ACHIEVE THESE AIMS WITH MAXIMUM EFFICIENCY AND COLLABORATION. THE INSTITUTE'S MISSION IS "TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY." ITS VISION IS "HEALTH AS IT COULD BE, AFFORDABILITY AS IT MUST BE, THROUGH RELATIONSHIPS BUILT ON TRUST." THE INSTITUTE AND HEALTHPARTNERS WORK WITH HMOS, CARE PROVIDERS AND NONPROFIT ORGANIZATIONS THROUGHOUT THE REGION AND THE NATION TO INCREASE ACCESS FOR THE UNDERSERVED, CREATE AND DISSEMINATE RESEARCH AND CARE IMPROVEMENT INFORMATION, PARTICIPATE IN THE DEVELOPMENT OF PUBLIC POLICY AND MAXIMIZE SHARED RESOURCES FOR THE IMPROVEMENT OF THE HEALTH CARE SYSTEM AND THE COMMUNITY'S OVERALL HEALTH. THE INSTITUTE ALSO PROVIDES INFRASTRUCTURE AND RESOURCES TO SUPPORT RESEARCH AND CLINICAL QUALITY GOALS OF THE ORGANIZATION, WHICH INCLUDE THE FOLLOWING: NEEDS ASSESSMENT AND FEASIBILITY; MENTORING AND TRAINING; SCIENTIFIC AND HUMAN SUBJECTS REVIEW; REGULATORY COMPLIANCE AND REPORTING; GRANTS MANAGEMENT, INCLUDING APPLICATION PREPARATION AND SUBMISSION, CONTRACT AND AGREEMENT NEGOTIATION, FINANCE, BUDGET DEVELOPMENT AND IDENTIFICATION OF FUNDING SOURCES; PROTOCOL DEVELOPMENT AND RESEARCH DESIGN; MANUSCRIPT AND POSTER/PRESENTATION PREPARATION DATABASE DEVELOPMENT, DATA CLEANING, STATISTICS AND ANALYTICS, EVALUATION SERVICES, SURVEY REVIEW AND DESIGN, FOCUS GROUP FACILITATION; AND STUDY OPERATIONS SUPPORT, INCLUDING RECRUITMENT, CONSENTING, ENROLLING AND DATA COLLECTION/ENTRY. II. RESEARCH ACTIVITIES RESEARCH AT THE INSTITUTE IS DEDICATED TO IMPROVING HEALTH AND WELL-BEING FOR PATIENTS, MEMBERS AND THE COMMUNITY. IN 2022, INSTITUTE RESEARCHERS DISSEMINATED THE RESULTS OF THEIR RESEARCH BY PUBLISHING 460 ARTICLES, BOOKS AND BOOK CHAPTERS AND BY GIVING PAPER AND POSTER PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES. AN OVERVIEW OF RESEARCH FOCUS AREAS FOLLOWS. BEHAVIORAL HEALTH THE INSTITUTE'S BEHAVIORAL HEALTH RESEARCH PROGRAM IS A NATIONAL AND LOCAL MODEL FOR INTEGRATED RESEARCH AND PRACTICE. IT COLLABORATES IN STUDIES THAT GUIDE MAJOR IMPROVEMENTS IN BEHAVIORAL HEALTH CARE AND PLAYS A LEADERSHIP ROLE IN THE NATIONAL INSTITUTE OF MENTAL HEALTH-FUNDED MENTAL HEALTH RESEARCH NETWORK (MHRN). AREAS OF FOCUS INCLUDE ASSESSING CARDIOVASCULAR RISK IN PEOPLE WITH SERIOUS MENTAL ILLNESS, PREDICTING AND PREVENTING SUICIDE; GUIDING PRIMARY CARE IN THE TREATMENT OF OPIOID USE DISORDER; IMPROVING DEPRESSION CARE IN PRIMARY CARE; AND OTHER MEDICAL CONDITIONS FOR PATIENTS WITH SERIOUS MENTAL ILLNESS. CLINICAL DECISION SUPPORT INSTITUTE RESEARCHERS DEVELOPED A CLINICAL DECISION SUPPORT (CDS) SYSTEM THAT CLINICIANS USE TO HELP IDENTIFY HEALTH CARE PRIORITIES SO THEY CAN DISCUSS EVIDENCE-BASED TREATMENT OPTIONS WITH PATIENTS. THE INSTITUTE IS A PIONEER IN DEVELOPING, IMPLEMENTING AND EVALUATING CDS INTEGRATED WITH THE ELECTRONIC HEALTH RECORD AND USED TO SUPPORT PATIENT CARE. IT DEVELOPS AND MAINTAINS CLINICAL ALGORITHMS THAT IDENTIFY HEALTH RISKS AND MULTIPLE MEDICAL CONDITIONS AND GIVE TREATMENT SUGGESTIONS AND REMINDERS FOR PATIENTS AND CLINICIANS TO CONSIDER. THE ALGORITHMS ARE MAINTAINED WITHIN A WEB SERVICE AND ARE QUICKLY UPDATED AS NEW EVIDENCE EMERGES AND CLINICAL GUIDELINES CHANGE. THE CDS SYSTEM PROVIDES UP-TO-DATE, ACTIONABLE HEALTH INFORMATION TO CLINICIANS AND PATIENTS AS A FOUNDATION FOR PERSONALIZED, PATIENT-CENTERED MEDICINE.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	COMMUNITY AND POPULATION HEALTH THE INSTITUTE WORKS WITH COMMUNITIES TO RESEARCH HEALTH NEEDS AND IMPLEMENT SOLUTIONS. COMMUNITY HEALTH RESEARCH MAY ASSESS WAYS TO IMPROVE NUTRITION OR FITNESS EDUCATION. OFTEN, MULTIPLE GROUPS, SUCH AS SCHOOLS AND HEALTH CARE SYSTEMS IN SPECIFIC CITIES, WORK TOGETHER TOWARD THE SAME GOAL. POPULATION RESEARCH FOCUSES ON PROMOTING HEALTH IN AT-RISK POPULATIONS. BECAUSE WELL-BEING AND LIFE SATISFACTION PLAY AN IMPORTANT ROLE IN OVERALL HEALTH, THE INSTITUTE HELPED DEVELOP A MEASURE TO IDENTIFY AND ADDRESS CONDITIONS THAT HAVE A SIGNIFICANT IMPACT ON HEALTH AND WELL-BEING. THE SUMMARY MEASURES OF HEALTH ASSESSES ELEMENTS OF WELL-BEING SUCH AS JOB SATISFACTION, STRONG SOCIAL CONNECTIONS AND FINANCIAL SECURITY. CRITICAL CARE, EMERGENCY MEDICINE AND SURGERY FOR PEOPLE WITH CRITICAL ILLNESSES AND INJURIES, ACCESS TO EFFECTIVE TREATMENT IS IMPERATIVE. OFTEN TAKING PLACE IN AN EMERGENCY OR EXTENSIVE CARE SETTING, CRITICAL CARE CAN BE COMPLEX, FAST-PACED AND INVOLVE A WIDE VARIETY OF CONDITIONS AND TREATMENT PLANS. OUR RESEARCH PROGRAM SUPPORTS CRITICAL CARE THROUGH CLINICAL TRIALS AND OTHER STUDIES TO IMPROVE PATIENT OUTCOMES AND ADVANCE MEDICINE. OUR STUDIES ADDRESS THE CONTINUUM OF CARE FROM EMERGENCY TO DISCHARGE AND BEYOND. AND SINCE THE PANDEMIC BEGAN, WE HAVE ENGAGED IN HIGH-IMPACT STUDIES OF DRUGS AND TREATMENTS FOR COVID-19. SPECIALTY AREAS INCLUDE EMERGENCY MEDICAL SERVICES; EMERGENCY MEDICINE DEPARTMENT; SURGICAL INTENSIVE CARE UNIT; MEDICAL INTENSIVE CARE UNIT; COVID-19 TREATMENT; BURN AND WOUND CARE; LEVEL I ADULT AND PEDIATRIC TRAUMA; HOSPITAL MEDICINE DEPARTMENT; CARDIOLOGY AND HEART RESEARCH; GENERAL SURGERY. DENTAL AND ORAL HEALTH THE INSTITUTE OPERATES WITHIN A LARGE HEALTH CARE SYSTEM THAT INCLUDES DENTAL PROVIDERS AND A FULLY INTEGRATED ELECTRONIC HEALTH RECORD SYSTEM. RESEARCH IS CONDUCTED IN REAL-WORLD SETTINGS AND LEVERAGES ELECTRONIC HEALTH RECORD DATA TO IMPROVE ORAL AND GENERAL HEALTH. OUR COLLABORATION WITH INVESTIGATORS FROM VARIOUS INSTITUTIONS WITH RELEVANT EXPERTISE LETS US EMPLOY A TEAM SCIENCE APPROACH TO THE WORK. PRIORITY TOPICS INCLUDE CLINICAL DECISION SUPPORT; PRAGMATIC CLINICAL TRIALS; PRACTICE-BASED RESEARCH; PAIN MANAGEMENT TO REDUCE RISK OF CHRONIC PAIN; DENTAL QUALITY MEASURES; TECHNOLOGY AND INNOVATIVE CARE DELIVERY MODELS TO ADDRESS HEALTH DISPARITIES; WAYS TO LEVERAGE INTEGRATED MEDICAL AND DENTAL DATA SYSTEMS; CLINICAL, TRANSLATIONAL, AND MECHANISTIC STUDIES TO UNDERSTAND THE DRIVERS OF DRY MOUTH AND IMPROVE QUALITY OF CARE AND TRAINING DENTAL PROVIDERS TO PROMOTE HUMAN PAPILLOMAVIRUS (HPV) VACCINE. WE ARE ALSO THE ADMINISTRATIVE CENTER OF THE MIDWEST REGION OF THE NATIONAL DENTAL PRACTICE-BASED RESEARCH NETWORK, FUNDED BY THE NATIONAL INSTITUTE OF DENTAL AND CRANIOFACIAL RESEARCH. THE NETWORK IS A CONSORTIUM OF PRACTICES AND DENTAL ORGANIZATIONS COMMITTED TO ADVANCING KNOWLEDGE OF DENTAL PRACTICE AND FINDING WAYS TO IMPROVE IT. ESSENTIALLY, IT IS PRACTICAL SCIENCE FOR THE BENEFIT OF REAL-WORLD, EVERYDAY CLINICAL PRACTICE. THE DENTAL RESEARCH TEAM HAS ESTABLISHED RELATIONSHIPS WITH LEADING CLINICAL AND ACADEMIC ORAL HEALTH RESEARCH GROUPS NATIONWIDE AND IS A MEMBER OF THE HEALTH CARE SYSTEMS RESEARCH NETWORK (HCSRN). HCSRN SUPPORTS A COMMON DATABASE STRUCTURE (THE VIRTUAL DATA WAREHOUSE) TO ALLOW CROSS-MEMBER COMMON RESEARCH. DIABETES AND CHRONIC DISEASE THE INSTITUTE'S RESEARCH IN PREVENTION AND MANAGEMENT OF CHRONIC ILLNESS IS KEY TO IMPROVING LIVES. BY TRANSLATING NEW FINDINGS INTO CARE, WE REDUCE THE IMPACT ON INDIVIDUALS, THEIR FAMILIES AND COMMUNITIES. THE INSTITUTE STUDIES DIABETES MANAGEMENT, COMPLICATIONS AND INTERVENTIONS AS WELL AS INNOVATIVE TECHNOLOGIES SUCH AS CONTINUOUS GLUCOSE MONITORING (CGM), THE AMBULATORY GLUCOSE PROFILE (AGP) REPORT AND TIME IN RANGE METRICS. OUR INTERNATIONAL DIABETES CENTER HAS CONDUCTED HUNDREDS OF DIABETES-RELATED STUDIES. THIS INCLUDES PARTICIPATION IN LANDMARK STUDIES SUCH AS DIABETES CONTROL AND COMPLICATIONS TRIAL (DCCT), ACTION TO CONTROL CARDIOVASCULAR RISK IN DIABETES (ACCORD) TRIAL AND THE GLYCEMIA REDUCTION APPROACHES IN DIABETES: A COMPARATIVE EFFECTIVENESS STUDY (GRADE). THE INSTITUTE'S HYPERTENSION RESEARCH PROGRAM IS ALSO WELL ESTABLISHED. WE PARTICIPATED IN SEVERAL LANDMARK MULTICENTER TRIALS FUNDED BY THE NATIONAL HEART, LUNG, AND BLOOD INSTITUTE. THESE TRIALS EXAMINED BLOOD PRESSURE AND HEART OUTCOMES. THEY INCLUDE ALLHAT (ANTIHYPERTENSIVE AND LIPID-LOWERING TREATMENT TO PREVENT HEART ATTACK TRIAL), THE WOMEN'S HEALTH INITIATIVE, AND ACCORD. WE HAVE ALSO STUDIED BLOOD PRESSURE OUTCOMES, INCLUDING METHODS TO IMPROVE HYPERTENSION THROUGH TELEMONITORING AND PHARMACIST SUPPORT. HEALTH ECONOMICS THE INSTITUTE BEGAN DEVELOPING HEALTH ECONOMIC MODELS IN 1999. USING HIGHLY DETAILED ANALYSES INVOLVING REALISTIC INDIVIDUALS ALLOWS US TO EVALUATE THE IMPACT OF A PROPOSED INTERVENTION OR POLICY. OUR WORK HAS GROWN TO INCLUDE A FAMILY OF MICROSIMULATION MODELS. THEY ADDRESS CONDITIONS SUCH AS OBESITY, TOBACCO USE, COLORECTAL AND CERVICAL CANCERS, SEXUALLY TRANSMITTED DISEASES AND HEART DISEASE. OUR MODELS ARE USED IN MANY WAYS TO INFORM POLICY AND MEDICAL DECISION MAKING. PREGNANCY AND CHILD HEALTH INSTITUTE PREGNANCY AND CHILD HEALTH RESEARCHERS ARE EXPERTS IN CLINICAL PSYCHOLOGY, CLINICAL MEDICINE AND EPIDEMIOLOGY. THEY RELY ON STRONG RELATIONSHIPS WITH PEDIATRICS AND OB/GYN HEALTH CARE LEADERS INTERESTED IN RESEARCH. THESE RELATIONSHIPS ENHANCE THE TEAM'S WORK AND HELP BRING RESEARCH RESULTS TO PATIENTS. MANY STUDIES ARE FOCUSED ON VACCINE SAFETY, MEDICATION EXPOSURES IN PREGNANCY, MENTAL HEALTH, AND PEDIATRIC HEALTH. WE ALSO WORK WITH COMMUNITIES TO RESEARCH PREGNANCY AND CHILD HEALTH NEEDS WITHIN THE COMMUNITY TO IMPLEMENT SOLUTIONS. NEUROSCIENCES THE NEUROSCIENCES RESEARCH TEAM OFFERS DEEP EXPERTISE AND FOCUS TO HEALTHPARTNERS CLINICS AND HOSPITALS. TEAM MEMBERS HAVE SUBSPECIALTY TRAINING IN A WIDE RANGE OF AREAS, INCLUDING DEMENTIA, EPILEPSY, GENERAL NEUROLOGY, HEADACHE, HUNTINGTON'S DISEASE, MULTIPLE SCLEROSIS, NEUROCRITICAL CARE, NEURO-INFECTIOUS DISEASE, NEUROMUSCULAR DISORDERS, NEURO-ONCOLOGY, PAIN, PARKINSON'S DISEASE, SLEEP, SPINAL CORD INJURY, STROKE AND TRAUMATIC BRAIN INJURY. RESEARCH TEAMS CONDUCTING CLINICAL TRIALS AND OTHER CLINICAL RESEARCH ARE A PART OF THE STRUTHERS PARKINSON'S CENTER (A NATIONAL PARKINSON FOUNDATION CENTER OF EXCELLENCE) AND THE CENTER FOR MEMORY AND AGING. THE CENTER FOR MEMORY AND AGING CONDUCTS RESEARCH TO IMPROVE THE DIAGNOSIS, PREVENTION AND TREATMENT OF BRAIN AND SPINE DISORDERS. THE RESEARCH SPANS THE SPECTRUM OF BRAIN AND SPINE BUT FOCUSES ON MEMORY LOSS, DEMENTIA AND GROWING PROGRAMS IN STROKE, PARKINSON'S DISEASE AND SPINAL CORD INJURY. STRUTHERS PARKINSON CENTER IMPROVES TREATMENT, CARE AND CARE DELIVERY FOR PATIENTS WITH PARKINSON'S DISEASE AND RELATED DISORDERS. OUR NEUROSCIENCE RESEARCH FOCUSES ON FALLS, COGNITION AND PATIENT-CENTERED CARE. WE ARE IMPROVING CARE DELIVERY THROUGHOUT THE NATURAL EVOLUTION OF PARKINSON'S DISEASE AND USING ELECTRONIC MEDICAL RECORDS TO OPTIMIZE CARE DELIVERY. ONCOLOGY THE INSTITUTE'S CANCER RESEARCHERS STUDY THE FULL SPECTRUM OF CANCER CARE, FROM PREVENTION, SCREENING AND EARLY DETECTION TO DIAGNOSIS, TREATMENT AND SURVIVORSHIP. THE RESULTS OF THESE STUDIES ARE SHARED AROUND THE WORLD TO IMPROVE PATIENT CARE. INSTITUTE EXPERTS BRING RESEARCH AND TRAINING EXPERIENCE FROM A VARIETY OF SPECIALTIES INCLUDING EARLY-PHASE THERAPEUTICS PROGRAM (EPTP), PHASE II/III CLINICAL TRIALS, PRE-CLINICAL RESEARCH, CLINICAL QUALITY PROJECTS, INVESTIGATOR-INITIATED TRIALS, PATIENT-REPORTED OUTCOME MEASURES, PARTNERSHIP NETWORKS AND SURVEY RESEARCH. OUR CANCER RESEARCH CENTER PARTNERS WITH HEALTHPARTNERS CLINICS AND HOSPITALS TO INTEGRATE CLINICAL RESEARCH AND QUALITY IMPROVEMENT INTO ROUTINE CARE CLOSE TO HOME. OUR EARLY-PHASE THERAPEUTICS PROGRAM, ALSO KNOWN AS A PHASE I PROGRAM, DEBUTED IN LATE 2015 AT HEALTHPARTNERS CANCER CENTER AT REGIONS HOSPITAL. THESE TRIALS GIVE PATIENTS LOCAL ACCESS TO LEADING-EDGE TREATMENT OPTIONS THAT, IN THE PAST, REQUIRED EXTENSIVE TRAVEL TO OTHER HEALTH CARE ORGANIZATIONS.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	WE HAVE NUMEROUS ACTIVE TRIALS FOR PATIENTS TO ACCESS. CANCER RESEARCH CENTER STUDIES ARE AVAILABLE AT CERTAIN HEALTHPARTNERS CLINICS. METRO-MINNESOTA COMMUNITY ONCOLOGY RESEARCH CONSORTIUM (MMCORC) STUDIES ARE AVAILABLE AT MOST PARTICIPATING CANCER CLINICS IN THE TWIN CITIES METROPOLITAN AREA. ORTHOPEDICS INSTITUTE RESEARCHERS CONDUCT RESEARCH RELATED TO MUSCLES, JOINTS AND BONES TO HELP PATIENTS PREVENT AND RECOVER FROM INJURIES AND STAY ACTIVE AS THEY AGE. WE ALSO STUDY PATIENT-REPORTED OUTCOMES, WHICH CAPTURE THE PATIENT'S PERSPECTIVE OF THE IMPACT OF ORTHOPEDIC-RELATED CARE ON QUALITY OF LIFE AND ABILITY TO FUNCTION. ORTHOPEDIC RESEARCH IS CONDUCTED AT REGIONS HOSPITAL, METHODIST HOSPITAL AND AT TRIA ORTHOPEDIC CENTERS IN PARTNERSHIP WITH PHYSICIANS FROM THE UNIVERSITY OF MINNESOTA. WE EXPLORE THE LATEST ORTHOPEDIC RESEARCH IN THE AREAS OF CONCUSSION, FOOT/ANKLE, HAND/WRIST, GERIATRIC FRACTURES, HIP, KNEE, MUSCULOSKELETAL RADIOLOGY, PATIENT-REPORTED OUTCOME MEASURES, REHABILITATION, SHOULDER, SPORTS MEDICINE AND VALUE. PULMONOLOGY THE INSTITUTE'S PULMONOLOGY RESEARCH TEAM FOCUSES ON IMPROVING THE HEALTH AND CARE OF PATIENTS WITH LUNG CONDITIONS. THOSE CONDITIONS INCLUDE CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), ASTHMA, LUNG NODULES AND SLEEP DISORDERS. THE INSTITUTE IS ACTIVELY INVOLVED IN FEDERALLY FUNDED AND INDUSTRY-SPONSORED CLINICAL RESEARCH TRIALS, COLLABORATING WITH PULMONARY EXPERTS ACROSS THE COUNTRY. PARTICIPATION IN THESE STUDIES IS OPEN TO HEALTHPARTNERS MEMBERS AND COMMUNITY MEMBERS. VACCINES HEALTHPARTNERS INSTITUTE IS PART OF THE VACCINE SAFETY DATALINK (VSD), A COLLABORATION BETWEEN THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND SEVERAL LARGE HEALTH CARE SYSTEMS, INCLUDING HEALTHPARTNERS. SINCE 2014, OUR INSTITUTE VSD TEAM HAS LED SEVERAL LARGE OBSERVATIONAL STUDIES. FINDINGS FROM THIS RESEARCH HAVE BEEN PRESENTED AT NATIONAL CONFERENCES AND TO THE ADVISORY COMMITTEE ON IMMUNIZATION PRACTICES (ACIP). ACIP IS A GROUP OF MEDICAL AND PUBLIC HEALTH EXPERTS THAT DEVELOP RECOMMENDATIONS ON USE OF VACCINES FOR PEOPLE IN THE UNITED STATES. RECENTLY, THE INSTITUTE TEAM HAS BEEN STUDYING THE SAFETY AND EFFECTIVENESS OF COVID-19 VACCINES IN GENERAL, AND WHEN GIVEN DURING PREGNANCY. WE ALSO COMPLETED A NATIONAL INSTITUTES OF HEALTH (NIH)-FUNDED STUDY OF THE SAFETY OF INFLUENZA VACCINE IN CHILDREN WITH ASTHMA. WORKSITE AND OCCUPATIONAL HEALTH MULTIPLE FACTORS WITHIN WORKSITES INTERACT TO AFFECT THE SAFETY, HEALTH AND WELL-BEING OF EMPLOYEES. INSTITUTE RESEARCHERS STUDY WORKSITE HEALTH USING TOTAL WORKER HEALTH PRINCIPLES, WHICH ACKNOWLEDGE THAT ORGANIZATIONAL, PHYSICAL AND PSYCHOSOCIAL WORK CONDITIONS CAN AFFECT INDIVIDUALS' HEALTH AND WORKFORCE PRODUCTIVITY. RESEARCHERS ADDRESS POLICIES, PROGRAMS AND PRACTICES THAT PROVIDE PROTECTION FROM WORK-RELATED SAFETY AND HEALTH HAZARDS, WHILE ALSO PROMOTING PREVENTION OF INJURY AND ILLNESS, TO IMPROVE WORKER WELL-BEING. STUDIES ADDRESS HEALTH BEHAVIORS AND EMPLOYEE PRODUCTIVITY; PHYSICAL AND EMOTIONAL HEALTH BENEFITS OF REDUCING PROLONGED SITTING AT WORK; USE OF MEASUREMENT TOOLS AIMED AT INTEGRATING EMPLOYEE SAFETY AND HEALTH; CHANGING THE WORK ENVIRONMENT (PHYSICAL, SOCIAL, ECONOMIC) TO IMPROVE WORKER WELL-BEING OUTCOMES AS WELL AS ORGANIZATIONAL PERFORMANCE INDICATORS. EXTERNAL COLLABORATION WE ARE A LEADER AND PARTICIPANT IN 15 NATIONAL RESEARCH NETWORKS THAT INCLUDE OTHER LARGE HEALTH CARE SYSTEMS. THIS EXTENDS OUR REACH AND IMPACT AS WE COLLABORATE AND SHARE KNOWLEDGE ACROSS THE COUNTRY AND AROUND THE WORLD. ADVANCING GERIATRIC INFRASTRUCTURE AND NETWORK GROWTH (AGING) NETWORK THIS NETWORK PROVIDES A NATIONAL RESOURCE TO NURTURE AND ADVANCE INTERDISCIPLINARY RESEARCH ON OLDER ADULTS WITH MULTIPLE CHRONIC CONDITIONS. ALL OF US THIS NATIONAL INSTITUTES OF HEALTH-FUNDED PRECISION MEDICINE INITIATIVE'S GOAL IS TO COLLECT AND STUDY DATA FROM ONE MILLION OR MORE PEOPLE LIVING IN THE UNITED STATES. THE DATA COLLECTED FOR ALL OF US WILL BUILD A DIVERSE DATABASE THAT CAN INFORM THOUSANDS OF RESEARCH STUDIES ON A VARIETY OF HEALTH CONDITIONS. CONNECT FOR CANCER PREVENTION THIS NATIONAL CANCER INSTITUTE-FUNDED COHORT STUDY IS A NATIONAL PARTNERSHIP WITH NINE U.S. HEALTH SYSTEMS. ITS PURPOSE IS TO FOLLOW 200,000 HEALTHY ADULTS TO BETTER UNDERSTAND THE CAUSES OF CANCER AND HOW TO PREVENT IT. HEALTH CARE SYSTEMS RESEARCH NETWORK (HCSRN) THE INSTITUTE IS A MEMBER OF THE HCSRN, A NETWORK MADE UP OF 20 U.S. RESEARCH CENTERS AFFILIATED WITH INNOVATIVE HEALTH CARE SYSTEMS. TOGETHER, IT OFFERS A GEOGRAPHICALLY DIVERSE SAMPLE OF MORE THAN 28 MILLION PATIENTS AND HEALTH PLAN MEMBERS FOR POPULATION-BASED STUDIES. HEALTHY LIVING FOR PANDEMIC EVENT PROTECTION (HL-PIVOT) THE OVERARCHING GOAL OF THIS NETWORK IS TO PROMOTE HUMAN RESILIENCE AND QUALITY OF LIFE BY INCREASING HEALTHY LIVING BEHAVIORS. AREAS OF FOCUS INCLUDE KNOWLEDGE DISCOVERY, EDUCATION, POLICY, AND IMPLEMENTATION. MENTAL HEALTH RESEARCH NETWORK (MHRN) THROUGH THIS NETWORK, MENTAL HEALTH RESEARCHERS AND DEPARTMENTS FROM 14 HEALTH CARE SYSTEMS WORK TOGETHER TO TRANSFORM MENTAL HEALTH CARE FOR MORE THAN 20 MILLION PATIENTS. FUNDED BY THE NATIONAL INSTITUTE OF MENTAL HEALTH, THE NETWORK AIMS TO IMPROVE THE UNDERSTANDING AND MANAGEMENT OF MENTAL HEALTH CONDITIONS THROUGH A CLOSER CONNECTION BETWEEN RESEARCH, PRACTICE AND POLICY. METRO-MINNESOTA COMMUNITY ONCOLOGY RESEARCH CONSORTIUM (MMCORC) THIS CONSORTIUM GIVES PEOPLE IN OUR COMMUNITY ACCESS TO THE NEWEST THERAPIES FOR CANCER TREATMENT, MANAGEMENT OF TREATMENT SIDE EFFECTS AND DISEASE SYMPTOMS, AND CANCER PREVENTION. MIDWEST ELECTRONIC HEALTH RECORD (EHR) CONSORTIUM THIS NETWORK OF MINNESOTA-BASED HEALTH CARE ORGANIZATIONS PROVIDES OPPORTUNITIES TO GENERATE RESEARCH IDEAS AND PARTNER WITH COLLEAGUES IN THE REGION. MEMBERS STUDY HEALTH AND HEALTH CARE ISSUES THAT AFFECT THE MINNESOTA WIDER POPULATION. NATIONAL DENTAL PRACTICE-BASED RESEARCH NETWORK (NATIONAL DENTAL PBRN) THROUGH THIS NETWORK, PRACTITIONERS IN THE UNITED STATES CAN PROPOSE OR PARTICIPATE IN RESEARCH STUDIES THAT ADDRESS DAY-TO-DAY ISSUES IN ORAL HEALTH CARE. NATIONAL INSTITUTE ON AGING IMPACT COLLABORATORY THE IMBEDDED PRAGMATIC ALZHEIMER'S DISEASE (AD) AND AD RELATED DEMENTIAS (AD/ADRD) CLINICAL TRIALS (IMPACT) COLLABORATORY NETWORK'S MISSION IS TO BUILD THE NATION'S CAPACITY TO CONDUCT PRAGMATIC CLINICAL TRIALS OF INTERVENTIONS EMBEDDED WITHIN HEALTH CARE SYSTEMS FOR PEOPLE LIVING WITH DEMENTIA AND THEIR CARE PARTNERS. NATIONAL INSTITUTE ON DRUG ABUSE (NIDA) CLINICAL TRIALS NETWORK (CTN) THE NORTHSTAR NODE OF THE NIDA CTN CONSISTS OF REGIONAL AND NATIONAL HEALTHCARE SYSTEMS REPRESENTING AN ARRAY OF HEALTH CARE MODELS, INCLUDING INTEGRATED HEALTH SYSTEMS, FEDERALLY QUALIFIED HEALTH CENTERS AND UNIVERSITIES. NETWORK FUNDING SUPPORTS INFRASTRUCTURE FUNDING AS WELL AS MULTIPLE STUDIES ON IDENTIFICATION AND TREATMENT OF OPIOID, TOBACCO AND POLYSUBSTANCE USE DISORDERS. NATIONAL INSTITUTE FOR OCCUPATIONAL SAFETY AND HEALTH (NIOSH) TOTAL HEALTH WORKER AFFILIATE THE MISSION OF THE NIOSH TOTAL WORKER HEALTH (TWH) AFFILIATE PROGRAM IS TO ADVANCE WORKER SAFETY, HEALTH, AND WELL-BEING THROUGH NON-FUNDED COLLABORATIONS WITH GOVERNMENTAL AND NONPROFIT ORGANIZATIONS, INCLUDING LABOR, EDUCATION, TRAINING, AND RESEARCH ORGANIZATIONS. SENTINEL NETWORK MEMBERS CREATE A NATIONAL ELECTRONIC SYSTEM FOR MONITORING THE SAFETY OF U.S. FOOD AND DRUG ADMINISTRATION (FDA)-REGULATED MEDICAL PRODUCTS. VACCINE SAFETY DATALINK (VSD) THIS COLLABORATIVE PROJECT BETWEEN THE CENTERS FOR DISEASE CONTROL AND PREVENTION'S IMMUNIZATION SAFETY OFFICE AND EIGHT HEALTH CARE ORGANIZATIONS CONDUCTS POPULATION-BASED RESEARCH ON IMMUNIZATION SAFETY QUESTIONS. THEIR WORK GUIDES NATIONAL IMMUNIZATION POLICY DECISIONS.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	VISION VACCINE EFFECTIVENESS (VE) NETWORK VISION IS A RESEARCH COLLABORATION BETWEEN THE CENTERS FOR DISEASE CONTROL AND PREVENTION, WESTAT AND MULTIPLE HEALTH SYSTEMS WITH INTEGRATED CLINICAL, LABORATORY, AND VACCINATION RECORDS IN THE UNITED STATES. THE COLLABORATION EVALUATES HOW WELL SEASONAL INFLUENZA (FLU) VACCINES PROTECT PEOPLE AGAINST FLU AND HOW WELL DIFFERENT COVID-19 VACCINES PROTECT AGAINST COVID-19. III. EDUCATION ACTIVITIES TRAINING HEALTH PROFESSIONALS MEDICAL RESIDENTS AND FELLOWS IN PARTNERSHIP WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL AND HENNEPIN HEALTHCARE, THE INSTITUTE TRAINS MORE THAN 700 RESIDENT PHYSICIANS AND FELLOWS (200 FTES) ANNUALLY IN 30 SPECIALTIES WITHIN THE HEALTHPARTNERS HOSPITALS AND CLINICS SYSTEM OF CARE. HEALTHPARTNERS INSTITUTE IS PROUD TO SPONSOR MEDICAL EDUCATION PROGRAMS TO TRAIN FUTURE PHYSICIANS FOR THE STATE OF MINNESOTA. THE INSTITUTE GRADUATED 27 RESIDENTS AND FELLOWS IN 2022 AND MANY OF THEM CHOSE TO STAY IN MINNESOTA TO PRACTICE. AREAS OF TRAINING INCLUDE: ANESTHESIA; CARDIOLOGY; DERMATOLOGY; DENTAL; EMERGENCY MEDICAL SERVICES; EMERGENCY MEDICINE; FAMILY MEDICINE; PEDIATRIC EMERGENCY MEDICINE; FOOT AND ANKLE SURGERY; GASTROENTEROLOGY; HAND SURGERY; HEMATOLOGY/ONCOLOGY; INTERNAL MEDICINE; MEDICAL TOXICOLOGY; NEUROLOGY; OBSTETRICS AND GYNECOLOGY; OCCUPATIONAL MEDICINE; ORAL MAXILLOFACIAL SURGERY; ORTHOPEDICS; OTOLARYNGOLOGY; PEDIATRICS; PHARMACY; PLASTIC SURGERY; PHYSICAL MEDICINE AND REHABILITATION; PSYCHIATRY; SURGERY; UROLOGY. RESIDENT AND FELLOW PHYSICIANS PROVIDED CARE IN MANY HIGH-INTENSITY AREAS, INCLUDING THE EMERGENCY CENTER, INTENSIVE CARE, SURGICAL SUITES AND PATIENT UNITS. THEY PROVIDED CARE FOR PATIENTS FROM UNDERSERVED AND DISADVANTAGED COMMUNITIES. IN ADDITION, THEY CONTRIBUTED TO MEDICAL RESEARCH AND THE ACADEMIC ENVIRONMENT THAT SUSTAINS HEALTHPARTNERS' CUTTING-EDGE APPROACH TO CARE. ADVANCED PRACTICE CLINICIAN FELLOWSHIP PROGRAM (APC FELLOWSHIP PROGRAM) THIS PROGRAM HAS BEEN DESIGNED TO ENSURE HIGH-QUALITY CARE AND ACCELERATE PRODUCTIVITY IN LINE WITH HEALTHPARTNERS' WORKFORCE STRATEGY. AS A POSTGRADUATE TRAINING PROGRAM, HEALTHPARTNERS APC FELLOWS CAN MORE EFFECTIVELY TRAIN IN TRIPLE AIM PRINCIPLES, SYSTEMS THINKING, AND TEAMING BEHAVIORS WHILE STRENGTHENING THEIR CLINICAL COMPETENCY IN HIGHLY SPECIALIZED AREAS OF CARE DELIVERY. APC FELLOWSHIP PROGRAMS CONTINUE TO GROW AND SERVE AS AN EFFECTIVE WORKFORCE STRATEGY WITH A RETENTION RATE OF 89 PERCENT. THE INSTITUTE GRADUATED 9 APC FELLOWS IN 2022. CURRENT APC FELLOWSHIP PROGRAMS INCLUDE EMERGENCY MEDICINE, HOSPITAL MEDICINE, PSYCHIATRY, PRIMARY CARE, ORTHOPEDICS, CARDIOLOGY, TRAUMA/ACUTE CARE, URGENT CARE. STUDENTS AND OBSERVERS IN PARTNERSHIP WITH THE UNIVERSITY OF MINNESOTA, ST. CATHERINE'S UNIVERSITY, METRO STATE UNIVERSITY, AUGSBURG COLLEGE, BETHEL UNIVERSITY AND OTHERS, THE INSTITUTE PROVIDED 2,995 CLINICAL ROTATION EXPERIENCES FOR MEDICAL, PHYSICIAN ASSISTANT AND NURSE PRACTITIONER STUDENTS WITHIN THE HEALTHPARTNERS SYSTEM OF CARE. THE INSTITUTE OFFICE OF HEALTH PROFESSIONAL EDUCATION PARTNERS WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL TO OFFER THE REGIONS EQUITABLE AND AFFORDABLE COMMUNITY HEALTH PROGRAM (REACH). THIS PROGRAM IS A HYBRID, LONGITUDINAL INTEGRATED CLERKSHIP DESIGNED FOR MEDICAL STUDENTS. REACH PROVIDES SPECIALIZED TRAINING FOR PHYSICIANS IN THE WAYS SOCIAL INFLUENCES SUCH AS POVERTY, HOMELESSNESS, DRUG USE, AND MENTAL ILLNESS IMPACT THE PHYSICAL HEALTH OF OUR MOST VULNERABLE PATIENTS. IN 2022, REACH ESTABLISHED A PARTNERSHIP WITH PEOPLE INCORPORATED WITH STUDENTS WORKING WEEKLY AT CRISIS AND INTENSIVE RESIDENTIAL TREATMENT SERVICES (IRTS) RESIDENCES. THESE STUDENTS ALSO ENGAGED IN A HUMAN-CENTERED DESIGN QI PROJECT, CARRYING OUT DOZENS OF EMPATHY RESEARCH-DRIVEN INTERVIEWS THAT LED TO A DESIGN EVENT FOCUSED ON IMPROVING ASPECTS OF CARE IN THE RESIDENCES. THE GOAL WAS MAXIMIZING A TREATMENT ENVIRONMENT FOCUSED ON HOPE AND COMMUNITY ENGAGEMENT, AND ONE THAT RECOGNIZES AND MEETS THE DIVERSE CULTURAL NEEDS OF THE POPULATION IN SUPPORT OF THEIR MENTAL HEALTH. THE SIXTH REACH CLASS OF SIX STUDENTS WILL BEGIN IN JUNE 2023. IN 2022, OBSERVERS RETURNED TO THE CLINICAL ENVIRONMENT WITH A NEW SYSTEM-WIDE PROCESS. OBSERVER EXPERIENCES FOR ANYONE OUTSIDE HEALTHPARTNERS HAD BEEN ON HOLD SINCE THE BEGINNING OF THE COVID-19 PANDEMIC. A STREAMLINED PROCESS FOR GETTING OBSERVERS SAFELY BACK TO IN-PERSON EXPERIENCES WAS DEVELOPED INTO THE SHAREDSPACE4LEARNING APPLICATION. THE ADVANCED PRACTICE CLINICIAN PARTNERSHIP WORK BEGAN A FEW YEARS AGO TO SUPPORT CLINICAL TRAINING FOR ADVANCED PRACTICE STUDENTS THROUGH PARTNERSHIPS WITH SCHOOLS, PRECEPTORS, AND CLINICAL SITES, REFLECTING HEALTHPARTNERS' COMMITMENT TO ESTABLISHING A BEST-IN-CLASS CLINICAL EDUCATION ENVIRONMENT FOR PHYSICIAN ASSISTANT AND NURSE PRACTITIONER STUDENTS. THE ADVANCED PRACTICE EDUCATIONAL EXPERIENCE (APEX) PROGRAM WAS STARTED WITH FIVE STUDENTS FROM THREE INSTITUTIONS. IN 2022, THE FIRST APEX STUDENT TO COMPLETE THE PROGRAM WAS HIRED AT A HEALTHPARTNERS LOCATION. FOSTERING A CLINICAL LEARNING ENVIRONMENT CLINICAL EDUCATION THE OFFICE OF HEALTH PROFESSIONAL EDUCATION (OHPE), A DEPARTMENT IN THE INSTITUTE, MANAGES ALL UNDERGRADUATE AND GRADUATE MEDICAL EDUCATIONAL ACTIVITIES AT HEALTHPARTNERS, INCLUDING NEGOTIATING, IMPLEMENTING AND MONITORING MEDICAL EDUCATION TRAINING CONTRACTS AND INSTITUTIONAL AFFILIATION AGREEMENTS. OHPE ALSO OVERSEES AND ENSURES COMPLIANCE WITH INSTITUTIONAL AND PROGRAM REQUIREMENTS OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME), COUNCIL OF PODIATRIC MEDICAL EDUCATION (CPME) AND COMMISSION ON ACCREDITATION OF OPHTHALMIC MEDICAL PROGRAMS. OHPE FURTHER ENSURES COMPLIANCE WITH POLICIES AND PROCEDURES AND MANAGES ALL OPERATIONAL ASPECTS OF THE UNDERGRADUATE AND GME TRAINING ACTIVITIES AT THE VARIOUS CLINICS AND HOSPITALS IN THE HEALTHPARTNERS SYSTEM. OHPE FACILITATES CLINICAL ROTATIONS AND OBSERVATIONS FOR PROSPECTIVE AND CURRENT STUDENTS IN MEDICAL EDUCATION PROGRAMS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS, RADIATION TECHNICIANS AND OTHER ALLIED HEALTH PROFESSIONALS. RESIDENTS ALSO SERVED ON COMMITTEES AND TEAMS AT REGIONS AND HEALTHPARTNERS CLINICS, INCLUDING THE GRADUATE MEDICAL EDUCATION (GME) COMMITTEE AND PATIENT SAFETY AND QUALITY INITIATIVES. IN 2022, THE INAUGURAL LEADERSHIP IN MEDICAL EDUCATION (LIME) COHORT WAS LAUNCHED WITH A GOAL CONNECTING MEDICAL EDUCATION LEADERS, BUILDING COMMUNITY AND SHARING BEST PRACTICES IN THE AREAS OF CULTURE, LEADERSHIP, MANAGEMENT, RECRUITMENT, MENTORSHIP AND SPONSORSHIP, AND EVALUATION AND FEEDBACK. LIME 2022 WAS DEVELOPED BASED ON THE HEALTHPARTNERS BUILDING CLINICIAN LEADERSHIP SERIES FOR MEDICAL GROUP LEADERS AND INPUT FROM MANY WITHIN AND OUTSIDE OF HEALTHPARTNERS. WE HAD THREE HALF-DAY SESSIONS TO FACILITATE RECIPROCAL RELATIONSHIPS AND NETWORK BUILDING AMONGST MEDICAL EDUCATION LEADERS. THESE SESSIONS WERE FILLED WITH ROBUST DISCUSSIONS WHERE LEADERS LEARNED FROM EACH OTHER. MENTORSHIP MENTORS WERE ENGAGED TO DEVELOP A HEALTHPARTNERS MENTOR NETWORK VISION AND APPROACH, UTILIZING SHAREDSPACE4LEARNING TO ENGAGE COLLEAGUES ACROSS HEALTHPARTNERS TO BECOME MENTORS AND BUILD A ROBUST MENTOR POOL. MOBILE MENTORSHIP LAB CONCEPT AT WESTFIELDS HOSPITAL WAS LAUNCHED, SHARING MENTORSHIP IDEAS, AND LEARNING ABOUT WHAT INDIVIDUALS AND TEAMS NEED TO BE SUCCESSFUL AND TO GROW IN THEIR ROLES. CLINICAL SIMULATION HEALTHPARTNERS CLINICAL SIMULATION, A DEPARTMENT WITHIN THE INSTITUTE, IMPROVES PATIENT SAFETY BY PROVIDING SIMULATED CLINICAL EXPERIENCES FOR HEALTH CARE PROFESSIONALS, INCLUDING PHYSICIANS, NURSES, RESPIRATORY THERAPISTS, PHARMACISTS, DENTISTS, PARAMEDICS AND STUDENTS. SIMULATION RESOURCES CONTINUE TO IMPACT THE DEVELOPMENT AND EVALUATION OF SYSTEM PROCESSES AT REGIONS HOSPITAL, HEALTHPARTNERS MEDICAL & DENTAL CLINICS, TRIA ORTHOPAEDIC CENTER. , LAKEVIEW HOSPITAL, HUDSON HOSPITAL, WESTFIELDS HOSPITAL, AMERY REGIONAL MEDICAL CENTER, AND OTHER HEALTH CARE ORGANIZATIONS IN MINNESOTA AND WESTERN WISCONSIN. TOPICS INCLUDED PROCEDURAL SKILLS, ORIENTATION/ONBOARDING, REDUCING FAILURE TO RECOGNIZE/RESCUE, CRITICAL CARE, PROGRESSIVE CARE, OBSTETRICAL AND PEDIATRIC EMERGENCY MANAGEMENT, AIRWAY AND CARDIAC ARREST MANAGEMENT, MANAGEMENT OF ESCALATING/WORKPLACE VIOLENCE, EFFECTIVE TEAMWORK, PATIENT EXPERIENCE COMMUNICATION SKILLS, SYSTEM TESTING, PATIENT QUALITY AND SAFETY INITIATIVES, AND RESEARCH. EVENTS, EDUCATIONAL COURSES AND ACTIVITIES PROVIDED AND ARE ON-GOING: - SIMULATION TRAINING FOR PARAMEDICS, NURSES AND EMERGENCY MEDICAL TECHNICIANS (EMTS) FROM MINNESOTA AND WESTERN WISCONSIN. - HEALTH CARE EXPERIENCES AND TOURS FOR STUDENTS FROM LOCAL HIGH SCHOOLS. - FREE TOURS TO COMMUNITY MEMBERS AND INTERESTED ORGANIZATIONS.
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	R- PROMOTION OF SIMULATION/CONSULTATION. - HOSTING ANNUAL REGIONAL CONFERENCE FOR HEALTH CARE PROFESSIONALS AND EDUCATORS FROM MINNESOTA AND SURROUNDING STATES. - PROMOTING BEST PRACTICE IN HEALTH CARE SIMULATION THROUGH MEMBERSHIP IN REGIONAL AND NATIONAL ORGANIZATIONS, INCLUDING MINNESOTA SIMULATION FOR HEALTHCARE EDUCATION PARTNERSHIPS (MNSHEP) BOARD OF DIRECTORS AND THE SOCIETY FOR SIMULATION IN HEALTHCARE. FUNDING FOR PROFESSIONAL EDUCATION AND RESEARCH THE INSTITUTE'S KNOWLEDGE BANK IS A FUND DEVELOPED TO SUPPORT LEARNING AND TEACHING IN ALL HEALTH DISCIPLINES AT EVERY STAGE OF CAREER DEVELOPMENT THROUGH SCHOLARSHIPS AND GRANTS FOR PROFESSIONAL EDUCATION. THESE SCHOLARSHIPS AND GRANTS SUPPORTED HEALTH CARE PROFESSIONALS IN ATTENDING CONFERENCES, TRAINING PROGRAMS AND ROTATIONS FOR GRADUATE MEDICAL EDUCATION. RESIDENT RESEARCH THE INSTITUTE OFFERS RESEARCH GRANTS TO RESIDENTS IN HEALTHPARTNERS AND CLOSELY AFFILIATED RESIDENCY PROGRAMS. THESE GRANTS OF UP TO $2,000 ARE AVAILABLE ON A ONE-TIME BASIS TO PARTIALLY FUND RESEARCH PROJECTS THAT ENABLE RESIDENTS TO PARTICIPATE IN MENTORED RESEARCH PROGRAMS. COMMUNITY COLLABORATION AND SERVICE AS A MEMBER OF THE METRO MINNESOTA COUNCIL ON GRADUATE MEDICAL EDUCATION (MMCGME), THE INSTITUTE HAS TAKEN A LEADERSHIP ROLE IN PROMOTING A COMMUNITY APPROACH TO RESIDENT EDUCATION. THE INSTITUTE IS WELL-REPRESENTED ON THE MMCGME BOARD AND ITS MANY COMMITTEES, INCLUDING THE OPERATIONS COMMITTEE, GME ADVOCACY COMMITTEE AND THE RESIDENT WELL-BEING COMMITTEE. THE OFFICE OF HEALTH PROFESSIONAL EDUCATION CONVENED AN ADVANCED PRACTICE CLINICIAN CONSORTIUM TO FOCUS WORK ON THE ALIGNMENT OF ADVANCED PRACTICE CLINICIAN TRAINING TO OPTIMALLY MEET STATE WORKFORCE NEEDS AND ENSURE PRACTICE-READY CLINICIANS. MEMBERSHIP IS COMPRISED OF HEALTH SYSTEM LEADERS, ACADEMIC PROGRAM LEADERS AND KEY STAKEHOLDERS IN THE COMMUNITY. INSTITUTE STAFF PARTNERED WITH NONPROFIT ORGANIZATIONS SUCH AS THE ALLIANCE FOR INDEPENDENT ACADEMIC MEDICAL CENTERS, THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION, THE ASSOCIATION FOR HOSPITAL MEDICAL EDUCATION, THE ACCREDITATION COUNCIL OF CONTINUING MEDICAL EDUCATION, AND THE ALLIANCE FOR CONTINUING EDUCATION IN THE HEALTH PROFESSIONS TO IMPROVE HEALTH CARE DELIVERY.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE CORPORATE MEMBER OF THE INSTITUTE IS HEALTHPARTNERS, INC. (HPI), A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4).
FORM 990, PART VI, SECTION A, LINE 7A	HEALTHPARTNERS INC., AS THE SOLE CORPORATE MEMBER, SELECTS AND/OR APPROVES ALL DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	HEALTHPARTNERS INC, AS THE SOLE CORPORATE MEMBER APPROVES ACTIONS AS FOLLOWS:- AMENDMENTS TO THE ARTICLES AND BYLAWS - ANNUAL AND CAPITAL BUDGETS AND LONG-RANGE PLANS - UNBUDGETED SPECIAL PROJECTS IN EXCESS OF $10,000 - GUARANTEEING THE DEBT OF ANY OTHER PERSON OR ENTITY - A LOAN OR OTHER INDEBTEDNESS IN EXCESS OF $10,000 - DISPOSITION OF SUBSTANTIALLY ALL ASSETS - MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION - DISSOLUTION - SELECTION OF OFFICERS
FORM 990, PART VI, SECTION B, LINE 11B	THE INSTITUTE'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF THE INSTITUTE. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE TAX DEPARTMENT OF GROUP HEALTH PLAN, INC. (GHI), THE MANAGEMENT TEAM OF THE INSTITUTE, GHI'S INTERNAL LEGAL DEPARTMENT AND THE INSTITUTE'S OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS COMPLETED AND PRESENTED TO THE GOVERNING BODY OF THE INSTITUTE. THE INSTITUTE MAKES AVAILABLE TO THE GOVERNING BODY (BOARD OF DIRECTORS) A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN A PRE-MEETING PACKET, AND IS AN AGENDA ITEM AT A MEETING OF THE FULL BOARD OF DIRECTORS. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 12C	THE INSTITUTE BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE LEGAL DEPARTMENT OF HEALTHPARTNERS REVIEWS THE QUESTIONNAIRE RESPONSES AND DEVELOPS A REPORT DETAILING ANY POTENTIALLY MATERIAL CONFLICTS FOR THE PRESIDENT AND CHAIR OF THE BOARD. A VERBAL SUMMARY IS ALSO GIVEN TO THE FULL BOARD OR APPROPRIATE COMMITTEE ENDING WITH A REMINDER TO COVERED PERSONS OF THE POLICY'S MANDATE THAT EACH PERSON IS OBLIGATED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY MAY ARISE THROUGHOUT THE YEAR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15	HEALTHPARTNERS INSTITUTE (INSTITUTE) HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH INC (GHI) OR BY PARK NICOLLET HEALTH SERVICES (PNHS) RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS. THEREFORE, PART VI, SECTION B, QUESTION 15 IS NOT APPLICABLE TO THE INSTITUTE.
FORM 990, PART VI, SECTION C, LINE 19	THE INSTITUTE'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM THE INSTITUTE OR HEALTHPARTNERS. THE INSTITUTE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. THE INSTITUTE'S CONFLICT OF INTEREST POLICY WHICH IS THE SAME AS THAT OF ITS RELATED ORGANIZATIONS, HEALTHPARTNERS, INC. AND GHI CAN BE VIEWED THROUGH THE HEALTHPARTNERS.COM WEBSITE.
FORM 990, PART VII, SEC A, LN 1A, COL B: AVERAGE HOURS-RELATED ORGANIZATION	ALL OFFICERS OF THE INSTITUTE ARE EMPLOYED AND COMPENSATED BY GHI. THE REPORTED AVERAGE HOURS WORKED ARE BASED ON THEIR TOTAL COMPENSATION FROM ALL RELATED ORGANIZATIONS.
FORM 990, PART IX, LINE 11G	RELATED ORGANIZATION SERVICES (STAFFING): PROGRAM SERVICE EXPENSES 35,268,211. MANAGEMENT AND GENERAL EXPENSES 1,944,844. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,213,055. MEDICAL RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 3,805,127. MANAGEMENT AND GENERAL EXPENSES 214,326. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,019,453. OTHER FEES: PROGRAM SERVICE EXPENSES 206,106. MANAGEMENT AND GENERAL EXPENSES 29,583. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 235,689.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990.
MediumBullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

HEALTHPARTNERS INSTITUTE

Employer identification number

41-1670163

Part I

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

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

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)HEALTHPARTNERS INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1693838	HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATION	MN	501(C)(4)		N/A		No
(2)HPI-RAMSEY 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1793333	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(3) TYPE I	HEALTHPARTNERS INC		No
(3)GROUP HEALTH PLAN INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0797853	STAFF MODEL HEALTH MAINTENANCE ORGANIZATION	MN	501(C)(3)	170(B)(1) (A)(III)	HEALTHPARTNERS INC		No
(4)RH WISCONSIN INC 8171 33RD AVE S PO BOX 1309 MPLS,MN554401309 20-2287016	CORPORATE PLANNING AND OVERSIGHT	WI	501(C)(3)	509(A)(3) TYPE I	HPI - RAMSEY		No
(5)CAPITOL VIEW TRANSITIONAL CARE CENTER 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-2011453	TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	HPI - RAMSEY		No
(6)REGIONS HOSPITAL 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0956618	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	HPI - RAMSEY		No
(7)REGIONS HOSPITAL FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1888902	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	MN	501(C)(3)	170(B)(1) (A)(VI)	HPI - RAMSEY		No
(8)RHSC INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1891928	HEALTHCARE STAFFING AND INTENSE REHAB SERVICES	MN	501(C)(3)	509(A)(3) TYPE II	HEALTHPARTNERS INC		No
(9)HUDSON HOSPITAL INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-0804125	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(III)	RH-WISCONSIN INC		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No
(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		No

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

Cat. No. 50135Y

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

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) HEALTHPARTNERS ADMINISTRATORS INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1629390	THIRD PARTY ADMINISTRATOR	MN	HEALTHPARTNERS INC	C					No
(2) HEALTHPARTNERS ASSOCIATES INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 52-2365151	MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT	MN	HEALTHPARTNERS ADMINISTRATORS INC	C					No
(3) HEALTHPARTNERS SERVICES INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1683568	MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT	MN	HEALTHPARTNERS ADMINISTRATORS INC	C					No
(4) HEALTHPARTNERS INSURANCE COMPANY 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1683523	MEDICAL AND DENTAL INSURANCE	MN	HEALTHPARTNERS ADMINISTRATORS INC	C					No
(5) DENTAL SPECIALTIES INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 45-1297583	PROFESSIONAL DENTAL SERVICES	MN	HEALTHPARTNERS ADMINISTRATORS INC	C					No

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

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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

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

Schedule R (Form 990) 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)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 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

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO DISCOVER AND ACCELERATE THE USE OF KNOWLEDGE TO IMPROVE THE HEALTH OF OUR COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	18
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	13,505
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,567,175	1,270,833
9	Program service revenue (Part VIII, line 2g) .........	41,789,608	42,169,546
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,102,220	2,344,504
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	282,045	278,393
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	47,741,048	46,063,276
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	27,170
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	41,701,223	46,029,068
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	41,701,223	46,056,238
19	Revenue less expenses. Subtract line 18 from line 12.......	6,039,825	7,038
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	92,324,263	78,221,973
21	Total liabilities (Part X, line 26).............	4,546,328	4,012,595
22	Net assets or fund balances. Subtract line 21 from line 20.....	87,777,935	74,209,378

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 42,717,632 including grants of $ 27,170 ) (Revenue $ 42,369,026 )
	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 expenses42,717,632

(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
(A) Name and title
(1) BILL DOHERTY PHD...................................................................... DIRECTOR	1.00 ................. 0.00	X			0	0	0
(2) SUSAN CULICAN...................................................................... DIRECTOR	1.00 ................. 0.00	X			0	0	0
(3) TASHA M GASTONY PA...................................................................... DIRECTOR	1.00 ................. 54.00	X			0	259,982	63,454
(4) DENIS CLOHISY MD...................................................................... DIRECTOR	1.00 ................. 0.00	X			0	0	0
(5) DAVID LAGERSTROM...................................................................... DIRECTOR & CHAIR	1.50 ................. 0.00	X	X		0	0	0
(6) GLEN GUNDERSON...................................................................... DIRECTOR	1.00 ................. 0.00	X			0	0	0
(7) HEIDI G CONRAD...................................................................... CFO & TREASURER (JAN-OCT)	0.50 ................. 54.50	X			0	549,913	116,747
(8) BRET C HAAKE MD...................................................................... DIRECTOR	1.00 ................. 56.00	X			0	610,105	103,510
(9) CARA M HULL...................................................................... DIRECTOR	1.00 ................. 49.00	X			0	465,917	63,425
(10) NICO P PRONK PHD...................................................................... DIRECTOR & PRESIDENT	48.00 ................. 8.00	X	X		0	481,119	129,661
(11) PATRICK T COURNEYA MD...................................................................... DIRECTOR & VICE CHAIR	1.00 ................. 54.00	X	X		0	637,051	148,734
(12) STEVEN JACKSON MD...................................................................... DIRECTOR	1.00 ................. 54.00	X			0	475,257	48,609
(13) PAHOUA YANG PHD...................................................................... DIRECTOR	1.00 ................. 0.00	X			0	0	0
(14) NANCY L EVERT...................................................................... BRD SCTRY - GNRL COUNSEL	1.00 ................. 49.00		X		0	718,467	195,651
(15) FELIX K ANKEL MD...................................................................... FORMER EXECUTIVE DIRECTOR	0.00 ................. 55.00			X	0	313,440	120,595

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	4,511,251	990,386

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	1,237,357
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	33,476

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

h Total. Add lines 1a-1f.......		1,270,833

		Business Code
2a	MEDICAL RESEARCH	541700	37,552,369	37,552,369
b	MEDICAL EDUCATION	611710	4,617,177	4,603,672	13,505
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		42,169,546

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,409,912			2,409,912
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses	65,408		7b
c	Gain or (loss)	-65,408		7c
d	Net gain or (loss).........			-65,408	-65,408
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	357,007
b	Less: cost of goods sold ..		10b	78,614
c	Net income or (loss) from sales of inventory..			278,393	278,393
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			46,063,276	42,369,026	13,505	2,409,912

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	27,170	27,170
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	99,183		99,183
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)	41,468,197	39,279,444	2,188,753
12	Advertising and promotion ....	51,509	49,648	1,861
13	Office expenses .......	300,378	168,852	131,526
14	Information technology ......	288,156	124,464	163,692
15	Royalties ..
16	Occupancy ...........	1,586,084	1,530,336	55,748
17	Travel ............	176,143	124,889	51,254
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	65,095	43,590	21,505
20	Interest ...........	27,975		27,975
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	668,994	326,751	342,243
23	Insurance ...	150		150
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	RESEARCH FEES	731,949	692,885	39,064
b	MISCELLANEOUS	399,035	212,158	186,877
c	SUPPLIES	118,108	111,754	6,354
d	MAINTENANCE AND REPAIR	48,112	25,691	22,421
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	46,056,238	42,717,632	3,338,606	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			148,114	1	51,347
2	Savings and temporary cash investments .........			2,616,659	2	42,506
3	Pledges and grants receivable, net ......			9,949,429	3	11,759,706
4	Accounts receivable, net .............			49,989	4	98,459
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			41,115	8	5,204
9	Prepaid expenses and deferred charges ......			133,338	9	122,106
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	7,625,398
b	Less: accumulated depreciation	10b	4,057,526	4,076,081	10c	3,567,872
11	Investments—publicly traded securities .			75,219,408	11	62,485,549
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			90,130	15	89,224
16	Total assets. Add lines 1 through 15 (must equal line 33)...			92,324,263	16	78,221,973

17	Accounts payable and accrued expenses .....	3,819,566	17	3,128,553
18	Grants payable ...		18
19	Deferred revenue .........	633,029	19	795,469
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	93,733	25	88,573
26	Total liabilities. Add lines 17 through 25..	4,546,328	26	4,012,595

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	87,582,935	27	74,209,378
28	Net assets with donor restrictions ...........	195,000	28	0
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	87,777,935	32	74,209,378
33	Total liabilities and net assets/fund balances ........	92,324,263	33	78,221,973