Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
HEALTHPARTNERS INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8170 33RD AVENUE SOUTH PO BOX 1309
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554401309
D Employer identification number

41-1693838
E Telephone number

G Gross receipts $ 3,362,089,736
F Name and address of principal officer:
PENNY D CERMAK
8170 33RD AVENUE SOUTH PO BOX 1309
MINNEAPOLIS,MN554401309
I
Tax-exempt status: ( 4 ) (insert no.) or
J
Website:
WWW.HEALTHPARTNERS.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1984
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 13
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 2,920,963,025 3,305,116,977
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,609,011 33,227,433
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,109,309 6,659,188
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,933,681,345 3,345,003,598
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 110
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) 93,506,282 123,023,053
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).... 2,690,030,276 3,036,232,580
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,783,536,558 3,159,255,743
19 Revenue less expenses. Subtract line 18 from line 12....... 150,144,787 185,747,855
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,432,583,134 1,710,321,581
21 Total liabilities (Part X, line 26)............. 650,907,537 723,445,624
22 Net assets or fund balances. Subtract line 21 from line 20..... 781,675,597 986,875,957
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,979,426,862 including grants of $ 110 ) (Revenue $ 3,305,116,977 )
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 expenses2,979,426,862
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
2,487
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
MN
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
KEVIN J BRANDT8170 33RD AVE S PO BOX 1309   MINNEAPOLIS,MN554401309 (952) 883-6584
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BRAD WOZNEY MD......................................................................
DIRECTOR
2.40
.................
0.00
X           0 33,000 0
(2) SHARON PIERCE......................................................................
DIRECTOR
3.10
.................
0.00
X           0 33,000 0
(3) DAVID LAGERSTROM......................................................................
DIRECTOR
2.90
.................
0.00
X           0 30,000 0
(4) KATHLEEN KELLEY......................................................................
DIRECTOR
2.60
.................
0.00
X           0 33,000 0
(5) MORRIS GOODWIN......................................................................
DIRECTOR & TREASURER
3.00
.................
0.00
X   X       0 33,000 0
(6) DEBORAH HOPP......................................................................
DIRECTOR & VICE CHAIR
3.00
.................
0.00
X   X       0 33,000 0
(7) AMY LANGER......................................................................
DIRECTOR
2.90
.................
0.00
X           0 33,000 0
(8) LAURA LIU......................................................................
DIRECTOR
3.00
.................
0.00
X           0 30,000 0
(9) THOMAS SCHRUP MD......................................................................
DIRECTOR
2.60
.................
0.00
X           0 30,000 0
(10) PAUL WILLIAMS......................................................................
DIRECTOR
1.90
.................
0.00
X           0 36,000 0
(11) PHILIP DONALDSON......................................................................
DIRECTOR & CHAIR
3.00
.................
0.00
X   X       0 50,000 0
(12) SONDRA SAMUELS......................................................................
DIRECTOR
1.90
.................
0.00
X           0 33,000 0
(13) ANA RUBE LEE......................................................................
DIRECTOR
2.30
.................
0.00
X           0 30,000 0
(14) STEVEN M CONNELLY MD......................................................................
DIRECTOR & EXECUTIVE MEDICAL DIRECTOR
20.00
.................
45.00
X   X       0 1,096,741 175,918
(15) RAE ANN WILLIAMS MD......................................................................
DIRECTOR
2.00
.................
48.00
X           0 417,185 143,493
(16) ANDREA M WALSH......................................................................
PRESIDENT & CEO
20.00
.................
35.00
    X       0 2,738,020 892,297
(17) PENNY D CERMAK......................................................................
EVP & CFO
20.90
.................
39.10
    X       0 1,383,266 284,988
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) NANCY L EVERT........................................................................
SECRETARY & SVP GEN CNSL
12.10
.......................42.90
    X       0 811,272 238,674
(19) JESSICA ARNESON........................................................................
VP - ORTHO & REHAB SVCS
0.50
.......................49.50
    X       0 282,614 75,381
(20) JENNIFER DANIELSON........................................................................
EVP & CHIEF HEALTH PLAN OFFICER
49.00
.......................1.00
    X       0 563,840 104,546
(21) JACK DRESSEN........................................................................
VP HOSPITAL SPEC SVCS
0.50
.......................39.50
    X       0 269,795 60,182
(22) BRETT HENTGES........................................................................
VP ACCT & FINANCE REPORTING
0.50
.......................64.50
    X       0 308,670 53,903
(23) KATHY JOHNSON........................................................................
SVP & CFO
24.20
.......................30.80
    X       0 351,933 137,535
(24) PAUL LEHMANN........................................................................
VP PRIVATE SECTOR HEALTH SOLUTIONS
0.50
.......................49.50
    X       0 320,205 99,578
(25) ANTHONY J ANDERSEN........................................................................
VP UNDERWRITING
0.50
.......................35.50
    X       0 325,412 102,075
(26) JEANETTE L AUGUSTSON........................................................................
VP HP INSTITUTE
0.50
.......................44.50
    X       0 284,349 62,162
(27) RANDALL M BILLINGS........................................................................
SVP PROVIDER PARTNERSHIPS
0.50
.......................49.50
    X       0 628,736 136,350
(28) JULIE M BUNDE........................................................................
VP PRODUCT AND MARKET INNO
6.80
.......................38.20
    X       0 303,174 92,661
(29) STEVEN D BUNDE........................................................................
VP INTERNAL AUDIT
9.10
.......................35.90
    X       0 351,059 114,847
(30) DAVID L BUSCH........................................................................
VP PHARMACY OPERATIONS
20.80
.......................34.20
    X       0 403,569 108,557
(31) JENNIFER J CLELLAND........................................................................
VP GOVERNMENT PROGRAMS
22.90
.......................32.10
    X       0 377,706 112,080
(32) BARBARA H COX........................................................................
VP REGULATION AFFAIRS
0.50
.......................49.50
    X       0 247,144 58,758
(33) AMY L DEWANE........................................................................
VP - CARE SYSTEMS GROWTH
0.50
.......................49.50
    X       0 458,049 67,579
(34) STEPHEN W DI RITO........................................................................
VP SECURITY
0.50
.......................64.50
    X       0 346,707 41,022
(35) LESLIE G DOCKAN........................................................................
VP, PRIMARY CARE & CLINIC
0.50
.......................49.50
    X       0 477,764 67,890
(36) KIMBERLY T EGAN........................................................................
VP REGIONS HOSPITAL
0.50
.......................49.50
    X       0 411,732 66,856
(37) JASON M GALLAGHER........................................................................
VP HEALTH AND CARE ENGAGEM
12.20
.......................37.80
    X       0 421,967 75,816
(38) DAVID S GESKO DDS........................................................................
SVP - DENTAL DIRECTOR
0.50
.......................49.50
    X       0 847,036 166,281
(39) ALICIA L GILBERT........................................................................
VP COMP AND BENEFITS
0.00
.......................59.00
    X       0 392,799 66,082
(40) MARK E HANSBERRY........................................................................
SVP & CHIEF MARKETING OFFICER
0.50
.......................54.50
    X       0 741,916 150,733
(41) CHAD C HEIM........................................................................
VP - HEALTH INFORMATICS
49.50
.......................0.50
    X       0 421,952 119,835
(42) MARGARET D HELMS........................................................................
VP HEALTH INFORMATICS & DATA OPS
17.20
.......................42.80
    X       0 447,462 66,985
(43) PAHOUA Y HOFFMAN........................................................................
SVP GOV. & COMM RELATIONS
0.50
.......................49.50
    X       0 427,857 105,197
(44) CARA M HULL........................................................................
CHIEF QUALITY OFFICER
59.50
.......................0.50
    X       0 590,639 69,580
(45) VIRGINIA L KAKACEK MD........................................................................
HEALTH PLAN CHIEF MEDICAL OFFICER
0.50
.......................44.50
    X       0 517,174 77,058
(46) SUSAN M KNUDSON........................................................................
EVP CHIEF HEALTH ENG & INFO OFFICER
0.50
.......................54.50
    X       0 1,087,224 388,642
(47) JOSEPH D LACEYGOTZ........................................................................
VP HEALTH SOLUTIONS
0.50
.......................44.50
    X       0 324,726 121,717
(48) BRANDI L LUNNEBORG........................................................................
PRESIDENT LAKEVIEW HEALTH
0.50
.......................59.50
    X       0 671,461 139,951
(49) AMY E MAHAN........................................................................
VP HEALTH SOLUTIONS
0.50
.......................59.50
    X       0 389,040 68,350
(50) VINI T MANCHANDA........................................................................
VP - SUPPLY CHAIN SERVICES
4.70
.......................45.30
    X       0 439,861 104,474
(51) MARK M MATZKE........................................................................
VP HEALTH SOLUTIONS
49.50
.......................0.50
    X       0 383,123 65,966
(52) NANCY A MCCLURE........................................................................
CHIEF OPERATING OFFICER
0.50
.......................49.50
    X       0 1,312,315 394,374
(53) FRANK J MULLER........................................................................
VP - TECHNOLOGY & INFRASTR
7.30
.......................40.70
    X       0 419,855 121,597
(54) JENNIFER L MYSTER........................................................................
VP - HOME CARE & HOSPICE
0.50
.......................49.50
    X       0 657,914 140,179
(55) CASEY M NOLAN........................................................................
VP HR-SYSTEMS
0.50
.......................59.50
    X       0 356,134 65,484
(56) BRIAN S O'SHIELDS........................................................................
VP - ACT & UNDERWRITING
39.50
.......................0.50
    X       0 687,853 142,515
(57) KEVIN J PALATTAO........................................................................
SVP DIGITAL CARE DELIVERY
0.50
.......................44.50
    X       0 590,936 219,998
(58) NICO P PRONK PHD........................................................................
VP & CHIEF SCIENCE OFFICER
0.50
.......................49.50
    X       0 512,743 141,287
(59) ALITA RISINGER........................................................................
SVP & CFO CARE DELIVERY
0.50
.......................49.50
    X       0 574,234 112,052
(60) VINCE J RIVARD........................................................................
VP - COMMUNICATIONS
0.50
.......................49.50
    X       0 342,961 100,801
(61) SCOTT M ROBERTSON........................................................................
VP - WEB AND MOBILE
0.50
.......................54.50
    X       0 496,384 43,428
(62) KEVIN R RONNEBERG........................................................................
VP - ASSOCIATE MEDICAL DIRECTOR
39.50
.......................0.50
    X       0 466,460 67,284
(63) MARK R SANNES MD........................................................................
EXC MEDICAL DIRECTOR
0.50
.......................59.50
    X       0 999,887 169,547
(64) KATIE B SAYRE........................................................................
SVP HLTH PLAN OPS & GOV
13.30
.......................31.70
    X       0 1,416,587 275,641
(65) TOBI TANZER........................................................................
VP INTEGRITY & COMPLIANCE
20.70
.......................34.30
    X       0 551,678 209,976
(66) DENISE WATERS........................................................................
VP REVENUE CYCLE
0.50
.......................49.50
    X       0 439,138 66,863
(67) WENDY M WEEKS........................................................................
VP CARE DELIVERY SYSTEMS
0.50
.......................44.50
    X       0 326,808 108,906
(68) DELINDA H WASHINGTON........................................................................
SVP CPO
20.70
.......................39.30
    X       0 1,079,578 209,377
(69) REBECCA A WOODY........................................................................
VP - HEALTH SOLUTIONS SALE
0.50
.......................44.50
    X       0 409,341 50,966
(70) ERIC C ZILGE........................................................................
VP CUSTOMER SERVICE
0.50
.......................49.50
    X       0 351,407 50,019
(71) PAMELA S ZOELLER........................................................................
VP - SPECIALTY CARE
0.50
.......................49.50
    X       0 481,363 68,951
(72) DENNIS M ZUZEK........................................................................
SVP & CTO
10.80
.......................39.20
    X       0 639,021 139,060
(73) JAMES W EPPEL........................................................................
EXECUTIVE VP AND CAO
0.50
.......................49.50
    X       0 1,029,966 62,758
(74) PATRICK T COURNEYA MD........................................................................
SR.VP, CHPMO
10.00
.......................45.00
    X       0 494,297 76,938
(75) FRANK P MCQUILLAN........................................................................
VP - TREASURY
4.60
.......................45.40
    X       0 294,384 129,461
(76) STEVEN C HOUSH........................................................................
VP ORTHOPEDIC SERVICES
0.50
.......................52.50
    X       0 317,969 45,951
(77) GINA T HALL........................................................................
VP - IT OPERATIONS (JAN)
0.00
.......................0.50
    X       0 95,096 39,106
(78) BRIAN H RANK MD........................................................................
FORMER MEDICAL DIRECTOR
0.00
.......................35.00
          X 0 259,817 82,232
(79) HEIDI G CONRAD........................................................................
FORMER VP & CFO
0.00
.......................0.00
          X 0 179,908 46,240
(80) FELIX K ANKEL MD........................................................................
FORMER EXEC. DIRECTOR
0.00
.......................49.50
          X 0 284,643 121,735
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 37,768,856 8,586,725
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
 Program Service RevenueAmt Business Code
2a EARNED MEDICAL PREMIUM 524114 3,224,028,742 3,224,028,742    
b EARNED DENTAL PREMIUMS 524114 73,858,723 73,858,723    
c MEDICAL SERVICES REVEN 524114 7,229,512 7,229,512    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 3,305,116,977
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 33,148,202     33,148,202
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 8,484,872  
b Less: rental expenses 6b 1,825,684  
c Rental income or (loss) 6c 6,659,188  
d Net rental income or (loss)....... 6,659,188     6,659,188
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 15,339,685  
b Less: cost or other basis and sales expenses 7b 15,260,454  
c Gain or (loss) 7c 79,231  
d Net gain or (loss)......... 79,231     79,231
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  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 3,345,003,598 3,305,116,977 0 39,886,621
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 110 110
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........ 106,237,588 8,683,253 97,554,335  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,630,929 183,682 1,447,247  
9 Other employee benefits ....... 15,154,536 1,183,122 13,971,414  
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 219,439   219,439  
c Accounting ........... 282,709   282,709  
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) 67,515,852 33,757,926 33,757,926  
12 Advertising and promotion .... 3,928,875 624,898 3,303,977  
13 Office expenses ....... 1,567,714 98,627 1,469,087  
14 Information technology ...... 7,562,457 212,855 7,349,602  
15 Royalties ..        
16 Occupancy ........... 5,464,234 123,343 5,340,891  
17 Travel ............ 118,821 42,737 76,084  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 260,907 15,308 245,599  
20 Interest ........... 6,461,037 6,461,037    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 13,446,481 11,158 13,435,323  
23 Insurance ... 259,667 11,740 247,927  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SERVICES 2,902,083,013 2,902,083,013    
b TAXES AND SURCHARGES 25,709,102 25,709,102    
c MEDICAL SUPPLIES 920,647 44,069 876,578  
d MAINTENANCE & REPAIR 227,060 1,206 225,854  
e All other expenses 204,565 179,676 24,889  
25 Total functional expenses. Add lines 1 through 24e 3,159,255,743 2,979,426,862 179,828,881 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).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 777,996 1 18,114,000
2 Savings and temporary cash investments ......... 92,355,379 2 420,528,529
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 415,911,667 4 513,924,931
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 ........... 57,266,083 7 46,055,000
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 9,198,461 9 11,871,598
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 160,817,738
b Less: accumulated depreciation 10b 32,108,777 84,758,905 10c 128,708,961
11 Investments—publicly traded securities . 610,587,256 11 419,198,406
12 Investments—other securities. See Part IV, line 11 ..... 62,878,678 12 65,740,644
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 98,848,709 15 86,179,512
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,432,583,134 16 1,710,321,581
Liabilities 17 Accounts payable and accrued expenses ..... 94,336,345 17 149,782,727
18 Grants payable ...   18  
19 Deferred revenue ......... 25,963,803 19 26,617,080
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 .. 214,730,000 23 213,036,581
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 315,877,389 25 334,009,236
26 Total liabilities. Add lines 17 through 25.. 650,907,537 26 723,445,624
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 781,675,597 27 986,875,957
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 781,675,597 32 986,875,957
33 Total liabilities and net assets/fund balances ........ 1,432,583,134 33 1,710,321,581
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,345,003,598
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,159,255,743
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
185,747,855
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
781,675,597
5
Net unrealized gains (losses) on investments ...............
5
24,619,539
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-5,167,034
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
986,875,957
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

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

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

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
Yes
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
Yes
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
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 INC
 
Employer identification number

41-1693838
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....   26,148,616 16,058,923 10,089,693
c Leasehold improvements        
d Equipment ....   43,831,042 16,049,854 27,781,188
e Other .....   90,838,080   90,838,080
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 128,708,961
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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.)right arrow  
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.)right arrow  
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)RIGHT OF USE ASSET 85,991,961
(2)OTHER ASSET 187,551
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 86,179,512
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  
CLAIMS PAYABLE 246,171,353
LEASE OBLIGATION 87,837,883







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 334,009,236
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) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT FOOTNOTES CONTAIN THE FOLLOWING EXPLANATION: JUDGMENT IS REQUIRED IN DETERMINING HP'S EFFECTIVE TAX RATE AND IN EVALUATING ITS TAX POSITION. HP ESTABLISHES ACCRUALS FOR UNCERTAIN TAX POSITIONS WHEN, DESPITE THE BELIEF THAT HP'S TAX RETURN POSITIONS ARE FULLY SUPPORTABLE, HP BELIEVES THAT ITS POSITION MAY NOT BE FULLY SUSTAINED, PRIMARILY GIVEN THE RISKS ASSOCIATED WITH TAX LITIGATION OR DISPUTES. THE UNCERTAIN TAX POSITION ACCRUALS ARE ADJUSTED IN LIGHT OF CHANGING FACTS AND CIRCUMSTANCES, SUCH AS THE PROGRESS OF TAX AUDITS, CASE LAW, AND EMERGING LEGISLATION. HP'S EFFECTIVE TAX RATE INCLUDES THE IMPACT OF CHANGES TO THE ACCRUALS FOR UNCERTAIN TAX POSITIONS. HP CLASSIFIES INTEREST AND PENALTIES ON TAX-RELATED MATTERS AS INCOME AND OTHER TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2023 OR 2022 FOR UNRECOGNIZED TAX BENEFITS.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
Yes
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ANDREA M WALSH
PRESIDENT & CEO
(i)

(ii)
0
-------------
1,479,700
0
-------------
1,099,313
0
-------------
159,007
0
-------------
816,281
0
-------------
76,016
0
-------------
3,630,317
0
-------------
117,009
2NANCY A MCCLURE
CHIEF OPERATING OFFICER
(i)

(ii)
0
-------------
696,338
0
-------------
376,706
0
-------------
239,271
0
-------------
338,584
0
-------------
55,790
0
-------------
1,706,689
0
-------------
171,043
3KATIE B SAYRE
SVP HLTH PLAN OPS & GOV
(i)

(ii)
0
-------------
433,685
0
-------------
216,429
0
-------------
766,473
0
-------------
218,746
0
-------------
56,895
0
-------------
1,692,228
0
-------------
727,257
4PENNY D CERMAK
EVP & CFO
(i)

(ii)
0
-------------
837,843
0
-------------
528,150
0
-------------
17,273
0
-------------
229,689
0
-------------
55,299
0
-------------
1,668,254
0
-------------
0
5SUSAN M KNUDSON
EVP CHIEF HEALTH ENG & INFO OFFICER
(i)

(ii)
0
-------------
688,657
0
-------------
367,500
0
-------------
31,067
0
-------------
336,308
0
-------------
52,334
0
-------------
1,475,866
0
-------------
0
6DELINDA H WASHINGTON
SVP CPO
(i)

(ii)
0
-------------
555,233
0
-------------
506,750
0
-------------
17,595
0
-------------
157,135
0
-------------
52,242
0
-------------
1,288,955
0
-------------
0
7STEVEN M CONNELLY MD
DIRECTOR & EXECUTIVE MEDICAL DIRECTO
(i)

(ii)
0
-------------
678,948
0
-------------
331,281
0
-------------
86,512
0
-------------
113,475
0
-------------
62,443
0
-------------
1,272,659
0
-------------
69,659
8MARK R SANNES MD
EXC MEDICAL DIRECTOR
(i)

(ii)
0
-------------
635,566
0
-------------
305,625
0
-------------
58,696
0
-------------
108,508
0
-------------
61,039
0
-------------
1,169,434
0
-------------
41,983
9JAMES W EPPEL
EXECUTIVE VP AND CAO
(i)

(ii)
0
-------------
275,166
0
-------------
546,716
0
-------------
208,084
0
-------------
24,750
0
-------------
38,008
0
-------------
1,092,724
0
-------------
172,769
10NANCY L EVERT
SECRETARY & SVP GEN CNSL
(i)

(ii)
0
-------------
503,395
0
-------------
251,362
0
-------------
56,515
0
-------------
206,367
0
-------------
32,307
0
-------------
1,049,946
0
-------------
36,575
11DAVID S GESKO DDS
SVP - DENTAL DIRECTOR
(i)

(ii)
0
-------------
525,807
0
-------------
263,565
0
-------------
57,664
0
-------------
117,908
0
-------------
48,373
0
-------------
1,013,317
0
-------------
18,580
12MARK E HANSBERRY
SVP & CHIEF MARKETING OFFICER
(i)

(ii)
0
-------------
478,083
0
-------------
226,224
0
-------------
37,609
0
-------------
103,493
0
-------------
47,240
0
-------------
892,649
0
-------------
32,767
13BRIAN S O'SHIELDS
VP - ACT & UNDERWRITING
(i)

(ii)
0
-------------
418,214
0
-------------
215,378
0
-------------
54,261
0
-------------
96,191
0
-------------
46,324
0
-------------
830,368
0
-------------
33,624
14BRANDI L LUNNEBORG
PRESIDENT LAKEVIEW HEALTH
(i)

(ii)
0
-------------
414,094
0
-------------
212,500
0
-------------
44,867
0
-------------
94,716
0
-------------
45,235
0
-------------
811,412
0
-------------
2,556
15KEVIN J PALATTAO
SVP DIGITAL CARE DELIVERY
(i)

(ii)
0
-------------
356,984
0
-------------
181,864
0
-------------
52,088
0
-------------
175,212
0
-------------
44,786
0
-------------
810,934
0
-------------
13,341
16JENNIFER L MYSTER
VP - HOME CARE & HOSPICE
(i)

(ii)
0
-------------
473,822
0
-------------
146,111
0
-------------
37,981
0
-------------
94,631
0
-------------
45,548
0
-------------
798,093
0
-------------
16,047
17DENNIS M ZUZEK
SVP & CTO
(i)

(ii)
0
-------------
419,047
0
-------------
204,425
0
-------------
15,549
0
-------------
93,902
0
-------------
45,158
0
-------------
778,081
0
-------------
0
18RANDALL M BILLINGS
SVP PROVIDER PARTNERSHIPS
(i)

(ii)
0
-------------
419,251
0
-------------
205,000
0
-------------
4,485
0
-------------
91,370
0
-------------
44,980
0
-------------
765,086
0
-------------
0
19TOBI TANZER
VP INTEGRITY & COMPLIANCE
(i)

(ii)
0
-------------
356,470
0
-------------
179,375
0
-------------
15,833
0
-------------
165,766
0
-------------
44,210
0
-------------
761,654
0
-------------
0
20ALITA RISINGER
SVP & CFO CARE DELIVERY
(i)

(ii)
0
-------------
452,971
0
-------------
40,000
0
-------------
81,263
0
-------------
72,026
0
-------------
40,026
0
-------------
686,286
0
-------------
0
21JENNIFER DANIELSON
EVP & CHIEF HEALTH PLAN OFFICER
(i)

(ii)
0
-------------
384,196
0
-------------
75,000
0
-------------
104,644
0
-------------
72,301
0
-------------
32,245
0
-------------
668,386
0
-------------
0
22CARA M HULL
CHIEF QUALITY OFFICER
(i)

(ii)
0
-------------
374,367
0
-------------
194,263
0
-------------
22,009
0
-------------
24,750
0
-------------
44,830
0
-------------
660,219
0
-------------
0
23NICO P PRONK PHD
VP & CHIEF SCIENCE OFFICER
(i)

(ii)
0
-------------
380,678
0
-------------
114,843
0
-------------
17,222
0
-------------
97,538
0
-------------
43,749
0
-------------
654,030
0
-------------
0
24VIRGINIA L KAKACEK MD
HEALTH PLAN CHIEF MEDICAL OFFICER
(i)

(ii)
0
-------------
370,856
0
-------------
111,419
0
-------------
34,899
0
-------------
33,231
0
-------------
43,827
0
-------------
594,232
0
-------------
0
25PATRICK T COURNEYA MD
SR.VP, CHPMO
(i)

(ii)
0
-------------
220,858
0
-------------
236,391
0
-------------
37,048
0
-------------
39,914
0
-------------
37,024
0
-------------
571,235
0
-------------
0
26RAE ANN WILLIAMS MD
DIRECTOR
(i)

(ii)
0
-------------
343,600
0
-------------
25,000
0
-------------
48,585
0
-------------
101,233
0
-------------
42,260
0
-------------
560,678
0
-------------
0
27PAMELA S ZOELLER
VP - SPECIALTY CARE
(i)

(ii)
0
-------------
364,895
0
-------------
107,987
0
-------------
8,481
0
-------------
25,756
0
-------------
43,195
0
-------------
550,314
0
-------------
0
28LESLIE G DOCKAN
VP, PRIMARY CARE & CLINIC
(i)

(ii)
0
-------------
366,388
0
-------------
105,491
0
-------------
5,885
0
-------------
24,750
0
-------------
43,140
0
-------------
545,654
0
-------------
0
29VINI T MANCHANDA
VP - SUPPLY CHAIN SERVICES
(i)

(ii)
0
-------------
312,239
0
-------------
116,725
0
-------------
10,897
0
-------------
61,976
0
-------------
42,498
0
-------------
544,335
0
-------------
0
30CHAD C HEIM
VP - HEALTH INFORMATICS
(i)

(ii)
0
-------------
316,248
0
-------------
95,977
0
-------------
9,727
0
-------------
78,027
0
-------------
41,808
0
-------------
541,787
0
-------------
0
31FRANK J MULLER
VP - TECHNOLOGY & INFRASTR
(i)

(ii)
0
-------------
316,534
0
-------------
93,657
0
-------------
9,664
0
-------------
79,378
0
-------------
42,219
0
-------------
541,452
0
-------------
0
32SCOTT M ROBERTSON
VP - WEB AND MOBILE
(i)

(ii)
0
-------------
375,983
0
-------------
108,702
0
-------------
11,699
0
-------------
24,750
0
-------------
18,678
0
-------------
539,812
0
-------------
0
33KEVIN R RONNEBERG
VP - ASSOCIATE MEDICAL DIRECTOR
(i)

(ii)
0
-------------
322,761
0
-------------
108,579
0
-------------
35,120
0
-------------
24,750
0
-------------
42,534
0
-------------
533,744
0
-------------
0
34PAHOUA Y HOFFMAN
SVP GOV. & COMM RELATIONS
(i)

(ii)
0
-------------
298,112
0
-------------
123,833
0
-------------
5,912
0
-------------
62,902
0
-------------
42,295
0
-------------
533,054
0
-------------
0
35AMY L DEWANE
VP - CARE SYSTEMS GROWTH
(i)

(ii)
0
-------------
333,972
0
-------------
104,314
0
-------------
19,763
0
-------------
24,750
0
-------------
42,829
0
-------------
525,628
0
-------------
0
36MARGARET D HELMS
VP HEALTH INFORMATICS & DATA OPS
(i)

(ii)
0
-------------
323,604
0
-------------
116,900
0
-------------
6,958
0
-------------
24,750
0
-------------
42,235
0
-------------
514,447
0
-------------
0
37DAVID L BUSCH
VP PHARMACY OPERATIONS
(i)

(ii)
0
-------------
298,756
0
-------------
90,727
0
-------------
14,086
0
-------------
66,596
0
-------------
41,961
0
-------------
512,126
0
-------------
0
38DENISE WATERS
VP REVENUE CYCLE
(i)

(ii)
0
-------------
354,105
0
-------------
77,500
0
-------------
7,533
0
-------------
24,750
0
-------------
42,113
0
-------------
506,001
0
-------------
0
39JASON M GALLAGHER
VP HEALTH AND CARE ENGAGEM
(i)

(ii)
0
-------------
309,524
0
-------------
95,977
0
-------------
16,466
0
-------------
34,008
0
-------------
41,808
0
-------------
497,783
0
-------------
0
40JENNIFER J CLELLAND
VP GOVERNMENT PROGRAMS
(i)

(ii)
0
-------------
284,057
0
-------------
81,843
0
-------------
11,806
0
-------------
70,531
0
-------------
41,549
0
-------------
489,786
0
-------------
0
41KATHY JOHNSON
SVP & CFO
(i)

(ii)
0
-------------
290,562
0
-------------
53,677
0
-------------
7,694
0
-------------
96,307
0
-------------
41,228
0
-------------
489,468
0
-------------
0
42KIMBERLY T EGAN
VP REGIONS HOSPITAL
(i)

(ii)
0
-------------
288,845
0
-------------
113,537
0
-------------
9,350
0
-------------
24,750
0
-------------
42,106
0
-------------
478,588
0
-------------
0
43STEVEN D BUNDE
VP INTERNAL AUDIT
(i)

(ii)
0
-------------
264,517
0
-------------
78,256
0
-------------
8,286
0
-------------
89,594
0
-------------
25,253
0
-------------
465,906
0
-------------
0
44REBECCA A WOODY
VP - HEALTH SOLUTIONS SALE
(i)

(ii)
0
-------------
255,223
0
-------------
141,533
0
-------------
12,585
0
-------------
24,750
0
-------------
26,216
0
-------------
460,307
0
-------------
0
45ALICIA L GILBERT
VP COMP AND BENEFITS
(i)

(ii)
0
-------------
291,503
0
-------------
96,277
0
-------------
5,019
0
-------------
24,750
0
-------------
41,332
0
-------------
458,881
0
-------------
0
46AMY E MAHAN
VP HEALTH SOLUTIONS
(i)

(ii)
0
-------------
237,411
0
-------------
144,518
0
-------------
7,111
0
-------------
26,613
0
-------------
41,737
0
-------------
457,390
0
-------------
0
47MARK M MATZKE
VP HEALTH SOLUTIONS
(i)

(ii)
0
-------------
226,598
0
-------------
139,084
0
-------------
17,441
0
-------------
24,750
0
-------------
41,216
0
-------------
449,089
0
-------------
0
48JOSEPH D LACEYGOTZ
VP HEALTH SOLUTIONS
(i)

(ii)
0
-------------
241,702
0
-------------
75,048
0
-------------
7,976
0
-------------
81,849
0
-------------
39,868
0
-------------
446,443
0
-------------
0
49VINCE J RIVARD
VP - COMMUNICATIONS
(i)

(ii)
0
-------------
251,222
0
-------------
77,149
0
-------------
14,590
0
-------------
59,754
0
-------------
41,047
0
-------------
443,762
0
-------------
0
50WENDY M WEEKS
VP CARE DELIVERY SYSTEMS
(i)

(ii)
0
-------------
242,543
0
-------------
74,999
0
-------------
9,266
0
-------------
68,615
0
-------------
40,291
0
-------------
435,714
0
-------------
0
51ANTHONY J ANDERSEN
VP UNDERWRITING
(i)

(ii)
0
-------------
233,984
0
-------------
73,500
0
-------------
17,928
0
-------------
77,313
0
-------------
24,762
0
-------------
427,487
0
-------------
0
52FRANK P MCQUILLAN
VP - TREASURY
(i)

(ii)
0
-------------
157,693
0
-------------
90,727
0
-------------
45,964
0
-------------
101,194
0
-------------
28,267
0
-------------
423,845
0
-------------
0
53CASEY M NOLAN
VP HR-SYSTEMS
(i)

(ii)
0
-------------
256,447
0
-------------
92,850
0
-------------
6,837
0
-------------
24,750
0
-------------
40,734
0
-------------
421,618
0
-------------
0
54PAUL LEHMANN
VP PRIVATE SECTOR HEALTH SOLUTIONS
(i)

(ii)
0
-------------
208,300
0
-------------
105,888
0
-------------
6,017
0
-------------
59,344
0
-------------
40,234
0
-------------
419,783
0
-------------
0
55FELIX K ANKEL MD
FORMER EXEC. DIRECTOR
(i)

(ii)
0
-------------
247,428
0
-------------
0
0
-------------
37,215
0
-------------
83,590
0
-------------
38,145
0
-------------
406,378
0
-------------
0
56ERIC C ZILGE
VP CUSTOMER SERVICE
(i)

(ii)
0
-------------
269,170
0
-------------
73,326
0
-------------
8,911
0
-------------
24,750
0
-------------
25,269
0
-------------
401,426
0
-------------
0
57JULIE M BUNDE
VP PRODUCT AND MARKET INNO
(i)

(ii)
0
-------------
225,035
0
-------------
68,523
0
-------------
9,616
0
-------------
68,169
0
-------------
24,492
0
-------------
395,835
0
-------------
0
58STEPHEN W DI RITO
VP SECURITY
(i)

(ii)
0
-------------
256,374
0
-------------
85,000
0
-------------
5,333
0
-------------
24,750
0
-------------
16,272
0
-------------
387,729
0
-------------
0
59STEVEN C HOUSH
VP ORTHOPEDIC SERVICES
(i)

(ii)
0
-------------
195,879
0
-------------
111,847
0
-------------
10,243
0
-------------
17,247
0
-------------
28,704
0
-------------
363,920
0
-------------
0
60BRETT HENTGES
VP ACCT & FINANCE REPORTING
(i)

(ii)
0
-------------
305,110
0
-------------
0
0
-------------
3,560
0
-------------
18,417
0
-------------
35,486
0
-------------
362,573
0
-------------
0
61JESSICA ARNESON
VP - ORTHO & REHAB SVCS
(i)

(ii)
0
-------------
244,072
0
-------------
37,678
0
-------------
864
0
-------------
22,767
0
-------------
52,614
0
-------------
357,995
0
-------------
0
62JEANETTE L AUGUSTSON
VP HP INSTITUTE
(i)

(ii)
0
-------------
208,994
0
-------------
65,221
0
-------------
10,134
0
-------------
22,104
0
-------------
40,058
0
-------------
346,511
0
-------------
0
63BRIAN H RANK MD
FORMER MEDICAL DIRECTOR
(i)

(ii)
0
-------------
140,281
0
-------------
0
0
-------------
119,536
0
-------------
60,073
0
-------------
22,159
0
-------------
342,049
0
-------------
0
64JACK DRESSEN
VP HOSPITAL SPEC SVCS
(i)

(ii)
0
-------------
216,928
0
-------------
40,199
0
-------------
12,668
0
-------------
21,149
0
-------------
39,033
0
-------------
329,977
0
-------------
0
65BARBARA H COX
VP REGULATION AFFAIRS
(i)

(ii)
0
-------------
180,917
0
-------------
54,540
0
-------------
11,687
0
-------------
19,289
0
-------------
39,469
0
-------------
305,902
0
-------------
0
66HEIDI G CONRAD
FORMER VP & CFO
(i)

(ii)
0
-------------
0
0
-------------
179,908
0
-------------
0
0
-------------
33,699
0
-------------
12,541
0
-------------
226,148
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 3 HPI HAS NO EMPLOYEES. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH PLAN, INC. ("GHI") OR PARK NICOLLET HEALTH SERVICES (PNHS). GHI AND PNHS HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF ITS CEO AND ITS OTHER OFFICERS.
PART I, LINE 4B DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: RANDALL M. BILLINGS $ 44,110 PENNY D. CERMAK $ 125,285 STEVEN M. CONNELLY, MD $83,195 NANCY L. EVERT $ 54,148 DAVID S. GESKO $ 34,421 MARK E. HANSBERRY $ 49,962 PAHOUA Y. HOFFMAN $30,366 SUSAN M. KNUDSON $ 73,838 NANCY A. MCCLURE $ 54,316 JENNIFER L. MYSTER $ 45,684 BRANDI L. LUNNEBORG $23,225 BRIAN S. O'SHIELDS $ 46,437 KEVIN J. PALATTAO $ 16,789 MARK R. SANNES $78,228 KATHERINE B. SAYRE $ 24,237 TOBI TANZER $ 38,806 ANDREA M. WALSH $ 314,063 DELINDA H. WASHINGTON $ 75,858 DENNIS M. ZUZEK $ 45,332 ALITA R. RISINGER $ 34,771 KATHY JOHNSON $24,011 VIRGINIA L. KAKACEK $8,481 JENNIFER DANIELSON $ 42,481
PART I, LINE 6 HEALTHPARTNERS, INC.'S OFFICERS AND HIGHEST COMPENSATED EMPLOYEES MAY RECEIVE COMPENSATION BASED ON THE LEADERSHIP INCENTIVE PROGRAM (PROGRAM) OF GROUP HEALTH PLAN INC., OR PARK NICOLLET HEALTH SERVICES, RELATED ORGANIZATIONS. THE PROGRAM INCENTS AND REWARDS BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAM IS A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE PROGRAM'S INCENTIVE OPPORTUNITY IS BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, EMPLOYEE AND/OR LEADERSHIP DEVELOPMENT, CARE DELIVERY, PATIENT EDUCATION, SIX AIMS, HEALTH CARE AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
FORM 990, SCHEDULE J, PART II - PRIOR REPORTED COMPENSATION COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS, OFFICERS, AND FORMER OFFICERS: STEVEN M. CONNELLY, MD $ 69,659 JAMES W. EPPEL $ 172,769 NANCY L. EVERT $ 36,575 DAVID S. GESKO, DDS $ 18,580 MARK E. HANSBERRY $ 32,767 BRANDI LUNNEBORG $ 2,556 NANCY A. MCCLURE $ 171,043 JENNIFER L. MYSTER $ 16,047 BRIAN S. O'SHIELDS $ 33,624 KEVIN J. PALATTAO $ 13,341 MARK R. SANNES, MD $ 41,983 KATIE B. SAYRE $ 727,257 ANDREA M. WALSH $ 117,009 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) 2023

Additional Data


Software ID:  
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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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
Return Reference Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS CORPORATE STRUCTURE, PURPOSE, GOVERNANCE HEALTHPARTNERS, INC. (HPI) IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS ORGANIZATIONS REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS." FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTH CARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND MAINTAINING AFFORDABILITY. HEALTHPARTNERS, INC. (HPI) IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS ORGANIZATIONS REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS". HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. HEALTHPARTNERS PROVIDES A FULL RANGE OF HEALTH CARE DELIVERY AND HEALTH PLAN SERVICES INCLUDING INSURANCE, PATIENT CARE, ADMINISTRATION AND HEALTH AND WELL-BEING PROGRAMS. HEALTHPARTNERS HEALTH PLANS SERVE MORE THAN 1.8 MILLION MEDICAL AND DENTAL MEMBERS NATIONWIDE. HEALTHPARTNERS MEDICAL CARE SYSTEM INCLUDES MORE THAN 2,000 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 IS DRIVING CHANGE THAT HELPS OUR MEMBERS AND PATIENTS LIVE HEALTHIER LIVES. HEALTHPARTNERS COLLABORATES WITH OTHER PLANS, CARE PROVIDERS AND OTHER COMMUNITY AND BUSINESS ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND SHARE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY, AND COLLABORATE IN IMPROVEMENTS THAT SUPPORT THE TRIPLE AIM. AMONG HEALTHPARTNERS' SIGNATURE INITIATIVES CONTINUING IN 2023 ARE TOTAL COST OF CARE MEASUREMENTS (DEVELOPMENT OF A NATIONALLY RECOGNIZED METRIC, ENDORSED BY THE NATIONAL QUALITY FORUM, ENABLING MEASUREMENT AND INCENTIVES BASED ON COORDINATION AND EVIDENCE-BASED PRACTICES), MENTAL HEALTH (REDUCING STIGMA, AND ASSURING ACCESS TO HIGH QUALITY CARE IN THE MOST APPROPRIATE SETTINGS), CHILDREN'S HEALTH (IMPROVING CHILD HEALTH BY PROMOTING EARLY BRAIN DEVELOPMENT, PROVIDING FAMILY CENTERED CARE, AND STRENGTHENING COMMUNITIES), AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). PROVISION OF MANAGED CARE TO STATE PUBLIC PROGRAMS BENEFICIARIES HPI SUPPORTS STATE PUBLIC PROGRAM MEMBERS BY PROVIDING INFORMATION ABOUT PLAN RESOURCES AND BENEFITS TO COUNTY EMPLOYEES, NURSING HOMES, HEALTH AND HOUSING ADVOCATES, FINANCIAL WORKERS AND COMMUNITY ORGANIZATIONS THROUGH A VARIETY OF COMMUNITY EVENTS AND PROGRAMS INCLUDING: - EQUITY IN HEALTH FESTIVAL - FREMONT FAMILY FUN FEST - PRIOR LAKE WELLNESS EXPO - BUFFALO EARLY CHILDHOOD FAMILY FAIR - ANOKA MULTI-CULTURAL RESOURCE FAIR - HMONG COMMUNITY EXPLORE YOUR PARKS DAY - KEYSTONE BACK TO SCHOOL EVENT - COLUMBIA HEIGHTS RESOURCE FAIR - MINNESOTA FINANCIAL WORKER AND CASE AIDE ASSOCIATION (MFWCAA) CONFERENCE - MINNESOTA SUPERVISORS CONFERENCE - MINNESOTA SOCIAL SERVICE ASSOCIATION (MSSA) CONFERENCE - LOCAL PUBLIC HEALTH ASSOCIATION (LPHA) CONFERENCE - RUSSIAN NEWSPAPER (COLLABORATION WITH OTHER HEALTH PLANS TO PROMOTE MEDICAID AWARENESS IN THE RUSSIAN COMMUNITY) - OPERATION COMMUNITY CONNECT (OCC) IN CHISAGO COUNTY - OPERATION COMMUNITY CONNECT (OCC) IN SHERBURNE COUNTY - OPERATION COMMUNITY CONNECT (OCC) IN STEARNS COUNTY - MINNESOTA GERONTOLOGICAL SOCIETY (MGS) CONFERENCE - MINNESOTA PUBLIC HEALTH ASSOCIATION (MPHA) CONFERENCE - MANY FACES OF COMMUNITY HEALTH CONFERENCE SPP INCENTIVES TO MEMBERS HPI PROMOTES PREVENTIVE SERVICES FOR STATE PUBLIC PROGRAM PLAN MEMBERS THROUGH INCENTIVE PROGRAMS. PEDIATRIC IMMUNIZATION INCENTIVE PROGRAM. THE PEDIATRIC IMMUNIZATION INCENTIVE PROGRAM ENCOURAGES PMAP AND MNCARE INFANTS TO GET A SERIES OF VACCINES BY THEIR SECOND BIRTHDAY. ONCE HPI RECEIVES THE CLAIMS FOR THESE VACCINES, MEMBERS RECEIVE A $25 GIFT CARD IN THE MAIL. HPI DISTRIBUTED 1,466 GIFT CARDS (VALUED AT $38,849) FOR THIS PROGRAM IN 2023. THE PRE-TEEN (ADOLESCENT) IMMUNIZATIONS INCENTIVE PROGRAM. THE PRE-TEEN IMMUNIZATION PROGRAM ENCOURAGES PMAP AND MNCARE YOUTH TO GET THEIR HPV, MENINGOCOCCAL AND TDAP IMMUNIZATIONS. ONCE HPI RECEIVES THE CLAIM FOR THESE VACCINES, MEMBERS RECEIVE A $25 GIFT CARD IN THE MAIL. HPI DISTRIBUTED 1,145 GIFT CARDS (VALUED AT $30,342.50) FOR THIS PROGRAM IN 2023. POSTPARTUM INCENTIVE. SNBC, PMAP AND MNCARE MEMBERS WHO RECEIVE A POSTPARTUM EXAM THREE TO EIGHT WEEKS AFTER THE BIRTH OF THEIR CHILD RECEIVE A $25 GIFT CARD. HPI DISTRIBUTED 134 GIFT CARDS (VALUED AT $3,584.50) FOR THIS PROGRAM IN 2023. SNBC INCENTIVES. TO ENCOURAGE AN ANNUAL PRIMARY CARE VISIT, SNBC MEMBERS WHO COMPLETE THEIR ANNUAL PRIMARY VISIT RECEIVE A $25 GIFT CARD. MEMBERS ALSO RECEIVE A $25 GIFT CARD FOR DOING A CERVICAL CANCER SCREENING OR COMPLETING A MEDICATION THERAPY MANAGEMENT VISIT. HPI DISTRIBUTED 321 GIFT CARDS (VALUED AT $8,586.75) FOR THESE THREE PROGRAMS IN 2023. CAR SEAT PROGRAM. PMAP AND MNCARE MEMBERS AGES EIGHT AND YOUNGER OR MEMBERS WHO ARE AT LEAST SIX MONTHS PREGNANT ARE ELIGIBLE TO RECEIVE A CAR SEAT WITH THE COMPLETION OF A CAR SEAT SAFETY AND EDUCATION COURSE. HPI DISTRIBUTED 1,644 CAR SEATS (VALUED AT $139,740) IN 2023. IMPROVEMENT WORK FOR MSHO. AS PART OF OUR EFFORTS TO HELP OUR DUALLY ENROLLED MEMBER-PATIENTS GET UP-TO-DATE ON IMPORTANT PREVENTATIVE CARE, HEALTHPARTNERS/PARK NICOLLET CLINICS (HP/PN) PROVIDED OUTREACH AND ADDITIONAL INCENTIVES TO THE PATIENT IN THE FORM OF GIFT CARDS. IN 2023, HP/PN SENT 790 PATIENTS GIFT CARDS VALUED AT AN OVERALL $39,500.
PART III, CONT. DENTAL KIT INITIATIVE THE DENTAL KIT INITIATIVE PROVIDES KEY DENTAL PERSONAL CARE ITEMS TO COUNTIES AS A RESPONSE TO DENTAL ACCESS BARRIERS. EACH DENTAL KIT CONTAINS A TOOTHPASTE, A TOOTHBRUSH (CHILDREN OR ADULT) AND DENTAL FLOSS. HEALTHPARTNERS STATE PUBLIC PROGRAMS PROVIDED 10,888 DENTAL SUPPLIES TO NINE HEALTHPARTNERS SERVICE COUNTIES: ANOKA, BENTON, CHISAGO, HENNEPIN, RAMSEY, SCOTT, SHERBURNE, STEARNS AND WRIGHT. IN ADDITION, THE STATE PUBLIC PROGRAM TEAM DISTRIBUTED DENTAL KITS AT MULTIPLE COUNTY-LED EVENTS, SUCH AS OPERATION COMMUNITY CONNECT, HOSTED IN CHISAGO, SHERBURNE AND STEARNS COUNTIES. COMMUNITY SPONSORSHIPS: IN 2023, $8,869 WAS PROVIDED TO SUPPORT COUNTY AND COMMUNITY EVENTS THAT SUPPORTED MEDICAID MEMBERS. THIS INCLUDED $1,600 IN MICROGRANTS TO COUNTIES TO SUPPORT MEDICAID MEMBERS THROUGH INITIATIVES SUCH AS WINTER WEATHER SUPPLIES, BASIC HYGIENE ITEMS AND A MOTHERS AND BABIES GROUP. VIRTUWELL VIRTUWELL IS A 24/7 ONLINE CLINIC THAT REINVENTS THE DIAGNOSIS AND TREATMENT EXPERIENCE FOR EVERYDAY ILLNESSES. THROUGH A REFRESHINGLY SIMPLE ONLINE AND MOBILE PLATFORM, PAIRED WITH BEST-IN-CLASS CUSTOMER SERVICE, VIRTUWELL IS SAVING CONSUMERS, EMPLOYERS AND HEALTH PLANS TIME AND MONEY. IT WAS CREATED TO BE SIMPLE, CONVENIENT AND AFFORDABLE AND LAUNCHED IN 2010 FOR MINNESOTA RESIDENTS. SINCE THEN, IT HAS EXPERIENCED STEADY GROWTH AND IS AVAILABLE TO ANYONE WHO LIVES, WORKS OR TRAVELS WITHIN THE 13 STATES VIRTUWELL SERVES: ARIZONA, CALIFORNIA, COLORADO, CONNECTICUT, IOWA, MICHIGAN, MINNESOTA, NEW YORK, NORTH DAKOTA, PENNSYLVANIA, SOUTH DAKOTA, VIRGINIA, WISCONSIN, AND CAN BE ACCESSED ANYTIME FROM A SMART PHONE, TABLET OR COMPUTER. MORE INFO AT WWW.VIRTUWELL.COM. VIRTUWELL PROVIDES OUR MEMBERS WITH UNLIMITED FREE VISITS TO GET THEIR HEALTH QUESTIONS ANSWERED. IT NOW INCLUDES 60 CONDITIONS, MORE THAN 1 MILLION TREATMENT PLANS AND HAS LED TO SAVINGS EXCEEDING $100 MILLION IN HEALTH CARE COSTS, AND THOUSANDS MORE REFERRED SAFELY TO IN-PERSON CARE. VIRTUWELL MAINTAINS OUTSTANDING EFFECTIVENESS AND SATISFACTION RATES. SINCE ITS LAUNCH, IT HAS RESULTED IN A REPORTED AVERAGE SAVINGS OF $180 PER VISIT FOR MEMBERS, EMPLOYERS, AND HEALTH PLANS. MEMBERS CAN RECEIVE A DIAGNOSIS AND TREATMENT BY CERTIFIED NURSE PRACTITIONERS IN MINUTES. IN ADDITION, NURSE PRACTITIONERS CAN SEND PATIENTS' PRESCRIPTIONS TO THEIR PHARMACY IF NEEDED. THERE IS NO COST IF VIRTUWELL IS UNABLE TO TREAT THE PATIENT. INDIVIDUALS WHO HAVE TRIED VIRTUWELL.COM HAVE FOUND THAT ONE VIRTUWELL VISIT CAN SAVE 2.5 HOURS OR MORE. IT IS SIMPLE TO USE AND 97 PERCENT OF CUSTOMERS WOULD HIGHLY RECOMMEND VIRTUWELL TO FRIENDS AND FAMILY. IMPROVING BEHAVIORAL HEALTH TREATMENT ADHERENCE & SELF-MANAGEMENT HEALTHPARTNERS AIMS TO SUPPORT MEMBERS IN ENGAGING IN TREATMENT AND SELF-MANAGEMENT PRACTICES FOR BEHAVIORAL HEALTH. TO DO THIS, HEALTHPARTNERS SUPPLIES MEMBERS WHO ARE DIAGNOSED WITH DESIGNATED BEHAVIORAL HEALTH CONDITIONS AND PRESCRIBED CORRESPONDING MEDICATIONS WITH REMINDERS TO REFILL THOSE MEDICATIONS AS WELL AS EDUCATIONAL NEWSLETTERS ON HOW TO BEST MANAGE THEIR BEHAVIORAL HEALTH. IN 2023, MORE THAN 72,000 OF THESE REFILL REMINDER AND EDUCATIONAL COMMUNICATIONS WERE SENT TO MEMBERS DIAGNOSED WITH DEPRESSION, BIPOLAR DISORDER, SCHIZOPHRENIA, OR SUBSTANCE USE WHO WERE PRESCRIBED ANTIDEPRESSANTS, MOOD STABILIZERS, ANTIPSYCHOTICS, AND/OR ANTI-CRAVING MEDICATIONS RESPECTIVELY TO SUPPORT THOSE INDIVIDUALS IN THEIR ADHERENCE TO THESE MEDICATIONS AND OVERALL MANAGEMENT OF THEIR BEHAVIORAL HEALTH CONDITION. ADDITIONALLY, COMMUNICATIONS WERE SENT TO MEMBERS WITH ANXIETY DISORDERS WHO WERE PRESCRIBED BENZODIAZEPINE TO EDUCATE ON AND CAUTION AGAINST LONG-TERM USE OF BENZODIAZEPINES. THESE COMMUNICATIONS WERE SENT TO MEMBERS VIA MAIL AND DIGITAL METHODS. THE TOTAL COST OF THESE COMMUNICATIONS IN 2023 WAS APPROXIMATELY $25,000. REDUCING PSYCHIATRIC HOSPITALIZATIONS & READMISSIONS HEALTHPARTNERS EMPLOYS LICENSED BEHAVIORAL HEALTH PROFESSIONALS TO PROVIDE BEHAVIORAL HEALTH CASE MANAGEMENT TO MEMBERS ADMITTED TO AND DISCHARGING FROM INPATIENT PSYCHIATRIC CARE. CASE MANAGERS COLLABORATE WITH MEMBERS, INPATIENT PSYCHIATRIC CARE TEAMS, AND OUTPATIENT PROVIDERS TO COORDINATE APPROPRIATE FOLLOW-UP CARE AND PROVIDE POST-DISCHARGE COUNSELING AND REFERRALS TO ONGOING SERVICES. IN 2023, HEALTHPARTNERS BEHAVIORAL HEALTH CASE MANAGERS SUPPORTED NEARLY 4,000 PSYCHIATRIC ADMISSIONS WITH THE GOAL TO HELP MEMBERS EFFECTIVELY ENGAGE IN AFTERCARE THAT COULD MINIMIZE RISKS AND CRISES THAT LEAD TO REHOSPITALIZATION. ED VISIT FOLLOW-UP EMERGENCY DEPARTMENT ADMISSIONS FOR MENTAL HEALTH AND SUBSTANCE USE CONDITIONS TRIGGER TELEPHONIC OUTREACH FROM OUR BEHAVIORAL HEALTH CASE MANAGERS TO MEMBERS WHO ARE CURRENTLY ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT OR WHO HAVE BEEN IDENTIFIED FOR/ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT IN THE PAST BUT NOT ENGAGED AT THE TIME OF HEALTHPARTNERS BEING NOTIFIED OF THE EMERGENCY DEPARTMENT VISIT. UPON NOTIFICATION OF THE VISIT, OUR CASE MANAGERS REACH OUT TO THE MEMBER TO ASSESS WHAT LED TO THE RECENT EMERGENCY DEPARTMENT VISIT, CURRENT GAPS IN OR BARRIERS TO CARE, AND ONGOING NEEDS. IF THE MEMBER PREVIOUSLY DECLINED TELEPHONIC CASE MANAGEMENT SUPPORT, OUR CASE MANAGERS WILL ATTEMPT TO ENGAGE AND SUPPORT THESE MEMBERS IN THE AFTERMATH OF THEIR EMERGENCY SITUATION. IN 2023, 247 MEMBERS WERE TELEPHONICALLY OUTREACHED IN RESPONSE TO 274 EMERGENCY DEPARTMENT VISITS FOR BEHAVIORAL HEALTH CONCERNS, AS SEVERAL MEMBERS EXPERIENCED MORE THAN ONE ED VISIT, AND THUS RECEIVED MULTIPLE OUTREACHES. OF THE 247 MEMBERS WHO RECEIVED THIS OUTREACH, 139 WERE NEWLY IDENTIFIED FOR BEHAVIORAL HEALTH CASE MANAGEMENT BECAUSE OF THEIR ED VISIT, AND OUR CASE MANAGERS REACHED 45 (32%) OF THOSE MEMBERS AND ENGAGED THEM IN BEHAVIORAL HEALTH CASE MANAGEMENT SERVICES. THE REMAINING MEMBERS WERE ALREADY ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT AND THE CONTACT THEY RECEIVED IN RESPONSE TO THEIR ED VISIT WAS ONGOING SUPPORT THAT WAS PART OF THE SERVICE. SUICIDE SCREENING IN 2018, THE HEALTHPARTNERS INSTITUTE WAS PART OF A LARGE RESEARCH STUDY ACROSS SEVEN HEALTH SYSTEMS THAT DEVELOPED AND VALIDATED MODELS TO PREDICT SUICIDE ATTEMPTS USING HEALTH RECORDS AND SELF-REPORTED DATA. IN 2019, OUR HEALTH PLAN, BASED ON THE PUBLISHED RESEARCH, REPLICATED AND IMPLEMENTED THE MODEL USING HEALTH PLAN DATA TO PREDICT AND IDENTIFY MEMBERS AT RISING RISK OF SUICIDE. UPON IDENTIFICATION, HEALTH PLAN BEHAVIORAL HEALTH CASE MANAGERS OUTREACH TO AT-RISK MEMBERS IN EFFORTS TO COMPLETE A SUICIDE ASSESSMENT AND PROVIDE SAFETY INTERVENTIONS TO ADDRESS RISK. IN 2023, 193 MEMBERS WHO WERE ENGAGED IN BEHAVIORAL HEALTH CASE MANAGEMENT WERE IDENTIFIED AS AT-RISK FOR SUICIDE. OF THESE MEMBERS, 113 (59%) WERE ASSESSED FOR SUICIDE RISK USING THE COLUMBIA SUICIDE SEVERITY SCREENING. BASED ON THE RISK SCORE AND CLINICAL PICTURE OF THE MEMBERS, CASE MANAGERS PROVIDED CRISIS INTERVENTION AND/OR SAFETY PLANNING AND COLLABORATED WITH PROVIDERS TO ADDRESS KNOWN RISK. THE COST OF THIS PROGRAM, WHICH LIVES WITHIN THE BEHAVIORAL HEALTH CASE MANAGEMENT PROGRAM AND INCLUDES OUTPATIENT SUPPORT, INPATIENT AND POST-DISCHARGE SUPPORT, AND ED VISIT FOLLOW-UP, WAS APPROXIMATELY $2.2M FOR SALARIES AND BENEFITS FOR BEHAVIORAL HEALTH CASE MANAGERS. IMPROVING PATIENT SAFETY AND REDUCING DRUG RELATED OVERUSE AND MISUSE HEALTHPARTNERS RESTRICTED RECIPIENT PROGRAM PROVIDES CASE MANAGEMENT SUPPORT TO HEALTH PLAN MEMBERS WHO DEMONSTRATE PATTERNS OF MEDICATION AND HEALTH CARE OVERUTILIZATION AND/OR MISUSE. FOLLOWING SPECIFIC PROGRAM PROTOCOLS FROM THE MINNESOTA DEPARTMENT OF HUMAN SERVICES UNIVERSAL RESTRICTED RECIPIENT PROGRAM, OVER 300 HEALTHPARTNERS MEMBERS ANNUALLY ARE RESTRICTED TO A SINGLE PHYSICIAN, PHARMACY, AND HOSPITAL TO REDUCE UNNECESSARY OR HARMFUL USE OF CARE WHILE ALSO IMPROVING CONTINUITY OF CARE AND HEALTH OUTCOMES. THE 2023 COST OF THE HEALTHPARTNERS RESTRICTED RECIPIENT PROGRAM WAS APPROXIMATELY $450,000 FOR SALARIES AND BENEFITS OF RESTRICTED RECIPIENT CASE MANAGERS TOTAL COST OF CARE HEALTHPARTNERS STRIVES TO PROVIDE BETTER VALUE FOR ITS CUSTOMERS. BY PARTNERING WITH PROVIDERS, MEMBERS, PURCHASERS, AND THE COMMUNITY, HEALTHPARTNERS HAS BEEN ABLE TO ACHIEVE TOTAL HEALTH CARE COSTS THAT ARE 10% LOWER THAN THE MINNESOTA BENCHMARK, 9% LOWER THAN THE WISCONSIN BENCHMARK, AND 7% LOWER THAN THE REGIONAL BENCHMARK, ACCORDING TO A COMPARISON BY IBM WATSON HEALTH OF HEALTHPARTNERS' ILLNESS BURDEN-ADJUSTED TOTAL COST OF CARE RESULTS. THOSE WERE COMPARED TO IBM WATSON HEALTH'S BENCHMARKS, WHICH CONSIST OF 17 MILLION COMMERCIAL MEMBERS. HEALTHPARTNERS TCOC METHODOLOGY WAS THE FIRST FULL-POPULATION TCOC MEASUREMENT APPROACH ENDORSED BY THE NATIONAL QUALITY FORUM. HEALTHPARTNERS LICENSES THE TOTAL COST OF CARE AND RESOURCE USE FRAMEWORK TO HEALTH SYSTEMS ACROSS THE COUNTRY FREE OF CHARGE.
PART III, CONT. SUSTAINABILITY OUR SUSTAINABILITY PROGRAM IS IN ALIGNMENT WITH AND FULLY SUPPORTS THE MISSION OF OUR ORGANIZATION. THE SUSTAINABILITY DEPARTMENT IS RESPONSIBLE FOR MONITORING AND MAKING RECOMMENDATIONS FOR REDUCING CARBON EMISSIONS, MINIMIZING WASTE, PURCHASING ENVIRONMENTALLY PREFERRED MATERIALS WHEN APPROPRIATE, MINIMIZING OUR IMPACT ON THE NATURAL ENVIRONMENT AND INTERACTING WITH THE INTERESTED STAKEHOLDERS OF THE ORGANIZATION AND IN THE COMMUNITY. HEALTHPARTNERS IS COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF OUR PATIENTS, MEMBERS AND OUR COMMUNITY BY SUSTAINING AND PROTECTING OUR ENVIRONMENT. WE ARE COMMITTED TO: - EXPAND THE USE OF INNOVATIVE PRACTICES THAT CONSERVE NATURAL AND FINANCIAL RESOURCES AND REDUCE OUR CARBON FOOTPRINT. - ENCOURAGE EMPLOYEES TO PARTICIPATE IN, CHAMPION OR SUPPORT SUSTAINABILITY PRACTICES, BOTH AT WORK AND AT HOME. - MEASURE AND MONITOR OUR PROGRESS TOWARD OUR SUSTAINABILITY GOALS. - LEAD, ADVOCATE OR IMPLEMENT INITIATIVES THAT IMPROVE THE ENVIRONMENT AND ADVANCE HEALTH EQUITY BEYOND OUR FACILITIES. HEALTHPARTNERS HAS MANY GREEN TEAMS ACROSS OUR ORGANIZATION THAT WORK HARD ON LEADING OUR SUSTAINABILITY INITIATIVES. GREEN TEAMS ARE BASED AT AMERY HOSPITAL & CLINIC, HUDSON HOSPITAL & CLINIC, HUTCHINSON HEALTH HOSPITAL, LAKEVIEW HOSPITAL, METHODIST HOSPITAL, OLIVIA HOSPITAL & CLINIC, REGIONS HOSPITAL, WESTFIELDS HOSPITAL & CLINIC AND SEVERAL OF OUR CLINICS AND ADMINISTRATIVE BUILDINGS. IN 2023, HEALTHPARTNERS HELD A VIRTUAL EARTH DAY EVENT ACROSS THE ORGANIZATION. WE CREATED A THREE-WEEK INTERNAL EARTH MONTH SERIES THAT FEATURED WEEKLY NEWSLETTERS, HUDDLE REMINDERS, AND SHORT FORMS THAT COLLEAGUES COULD COMPLETE TO SHARE THEIR IDEAS. WE ALSO HELD IN-PERSON EARTH DAY AND FALL SUSTAINABILITY AWARENESS EVENTS AT EACH OF OUR HOSPITALS AND SEVERAL OF OUR CLINICS. HEALTHPARTNERS HAS ALSO BEEN A PIONEER IN REDUCING THE AMOUNT OF MEDICATION WASTE IN THE COMMUNITY BY CREATING A MEDICINE TAKE-BACK PROGRAM. THIS TAKE-BACK PROGRAM BEGAN IN 2011 TO COLLECT UNNEEDED AND UNUSED MEDICATION FROM COMMUNITY MEMBERS FOR FREE. IN 2023, WE HAD SIX MEDICINE TAKE-BACK KIOSKS IN SERVICE AT OUR CLINICS AND HOSPITALS. THESE KIOSKS CAN ACCEPT CONTROLLED SUBSTANCES AND OTHER MEDICATIONS. HEALTHPARTNERS IS ABLE TO PROPERLY DISPOSE OF THESE MEDICATIONS, SO THEY ARE NOT DISCHARGED TO THE ENVIRONMENT OR END UP BEING MISUSED. IN 2023, HEALTHPARTNERS ESTIMATES THAT WE COLLECTED OVER 3,800 POUNDS OF MEDICATION FROM THE PUBLIC THROUGH THIS PROGRAM. SINCE 2011, WE HAVE COLLECTED OVER 48,400 POUNDS OF MEDICINES. TO DATE THE ORGANIZATION HAS SPENT ABOUT $213,000 OR $4.41 PER POUND FOR PROPER DISPOSAL OF MEDICINES. IN 2023, OUR COMMUNITY SOLAR GARDEN AGREEMENTS PRODUCED THE EQUIVALENT OF NEARLY 850 HOUSES' ENERGY USE FOR ONE YEAR. IN 2023, WE ALSO SAVED THE EQUIVALENT OF 85 HOUSES' ENERGY USE FOR ONE YEAR AND RECEIVED OVER $155,000 IN REBATES BY PURSUING INNOVATIVE ENERGY EFFICIENCY PROJECTS. AT THE START OF THE PANDEMIC, OUR TEAMS QUICKLY SWITCHED TO VIDEO VISITS TO KEEP BOTH EMPLOYEES AND PATIENTS SAFE. BY EMBRACING THIS NEW TECHNOLOGY, PATIENTS WHO TYPICALLY CAME TO CLINICS FOR AN IN-PERSON VISIT SAVED OVER 2.3 MILLION MILES AND 103,000 GALLONS OF GAS IN THE FIRST NINE MONTHS OF 2023. THROUGHOUT REMOTE WORKING, EMPLOYEES TRAVELED LESS FOR BUSINESS PURPOSES AS WELL AND SAVED NEARLY $775,000 IN MILEAGE REIMBURSEMENT COSTS IN 2023 COMPARED TO PRE-PANDEMIC. HEALTHPARTNERS WON A 2023 SYSTEM FOR CHANGE AWARD FOR EXEMPLARY SUSTAINABILITY STRATEGY FOR THE NINTH YEAR IN A ROW FROM PRACTICE GREENHEALTH, THE LEADING HEALTH CARE SUSTAINABILITY ORGANIZATION IN NORTH AMERICA. HEALTHPARTNERS HAS RECEIVED ADDITIONAL HIGH HONORS NATIONALLY FROM PRACTICE GREENHEALTH, WINNING 20 AWARDS IN 2022. ADDITIONAL AWARDS OUR HOSPITALS RECEIVED IN 2023 INCLUDE THE TREE CAMPUS HEALTHCARE FROM THE ARBOR DAY FOUNDATION, AND MONARCH WAYSTATION FROM MONARCH WATCH. COLLECTION AND USE OF DATA ON RACE, ETHNICITY AND LANGUAGE PREFERENCES - HEALTHPARTNERS SYSTEMATICALLY COLLECTS DATA ON RACE, ETHNICITY, LANGUAGE, AND COUNTRY OF ORIGIN DIRECTLY FROM PATIENTS AND MEMBERS IN A VARIETY OF WAYS, ALL OF THEM VOLUNTARY. THESE DATA COLLECTION SOURCES INCLUDE HEALTHPARTNERS.COM, ONLINE THROUGH OUR HEALTH ASSESSMENT, AND THE ELECTRONIC MEDICAL RECORD IN OUR CARE DELIVERY SYSTEM AND IN OUR DENTAL GROUP. WE'VE FOUND THAT COLLECTING THIS INFORMATION FACE-TO-FACE FROM PATIENTS AT THE POINT OF CARE OR HEALTH PLAN CONTACT IS AN EFFECTIVE DATA COLLECTION METHOD. ACROSS OUR CARE DELIVERY SYSTEM, WE HAVE COLLECTED RACE AND LANGUAGE INFORMATION FOR OVER 90% OF OUR PATIENTS, WITH LANGUAGE AND RACE COLLECTION RATES AT OUR HOSPITALS EXCEEDING 96% IN 2023. IN ADDITION, WE RECEIVE DATA FROM THE MINNESOTA DEPARTMENT OF HUMAN SERVICES, MINNESOTA COMMUNITY MEASUREMENT, AND MINNESOTA IMMUNIZATION INFORMATION CONNECTION (MIIC) FOR OUR MEMBERS COVERED BY MINNESOTA HEALTH CARE PROGRAMS. WHEN WE COMBINE ALL THESE DATA SOURCES, WE HAVE THIS INFORMATION DOCUMENTED FOR OVER 92% OF OUR MEDICAID MEMBERS UNDER AGE 65. - WE USE THIS DATA TO MONITOR THE QUALITY OF CARE DELIVERED AND PATIENT/MEMBER EXPERIENCE BY RACE, ETHNICITY, AND LANGUAGE. WE ALSO USE THE DATA TO IDENTIFY STRATEGIES TO REDUCE HEALTH DISPARITIES IN TREATMENT, OUTCOMES, AND SERVICE. - WE INCLUDE RACE, ETHNICITY, AND LANGUAGE DATA ON THE MEMBER REGISTRIES WE MAKE AVAILABLE TO NETWORK PROVIDERS SO THEY CAN IDENTIFY AND ADDRESS DISPARITIES AMONG THEIR PATIENTS. - WHERE DATA IS VOLUNTARILY AVAILABLE ON PROVIDER RACE, ETHNICITY, LANGUAGE AND/OR COUNTRY OF ORIGIN, WE USE THAT DATA AS A RESOURCE TO RESPOND TO PATIENT/MEMBER REQUESTS. SOME OF THIS DATA IS AVAILABLE IN THE PROVIDER DIRECTORIES AS WELL. LANGUAGE ASSISTANCE - WE PROVIDE INTERPRETER SERVICES IN ALL KEY LANGUAGES SPOKEN BY PATIENTS AND HAVE ACCESS TO OVER 200 LANGUAGES THROUGH TELEPHONE AND THE USE OF VIDEO REMOTE INTERPRETATION. WE CONSISTENTLY PROVIDE HIGH QUALITY FACE-TO-FACE (INCLUDING DEDICATED STAFF IN HIGH-VOLUME LOCATIONS), TELEPHONE AND VIDEO REMOTE INTERPRETER SERVICES TO OUR PATIENTS IN THEIR PREFERRED LANGUAGE FOR HEALTH CARE. - 100% OF EMPLOYED INTERPRETERS AT HEALTHPARTNERS HAVE A MINIMUM OF 40 HOURS OF PROFESSIONAL TRAINING. 64% OF HEALTHPARTNERS EMPLOYED INTERPRETERS HOLD NATIONAL MEDICAL INTERPRETING CERTIFICATION. - UPDATED ANNUALLY, OUR LANGUAGE ASSISTANCE PLAN SETS ORGANIZATIONAL BEST PRACTICES AND EXPECTATIONS AND IS ACCOMPANIED BY THE PRACTICAL YOUR GUIDE TO INTERPRETER SERVICES. YOUR GUIDE PROVIDES ANSWERS TO QUESTIONS SUCH AS HOW TO ACCESS AN INTERPRETER AND HOW TO TALK WITH PATIENTS WHO WISH TO RELY ON FAMILY MEMBERS TO INTERPRET. TRAINING IS CONDUCTED ON THESE TOOLS TO SUPPORT CONTINUED IMPROVEMENT IN HEALTH AND EXPERIENCE OUTCOMES. MOST RECENTLY, IT HAS BEEN FURTHER UPDATED TO REFLECT THE MOST CURRENT FEDERAL GOVERNMENT GUIDANCE ON NOTIFICATION TO MEMBERS AND PATIENTS ON THEIR RIGHT TO LANGUAGE SERVICES (ACA 1557), UPDATED DATA TO REFLECT OUR MEMBERSHIP, AND UPDATED ORGANIZATION STRUCTURE INFORMATION. - HEALTHPARTNERS INTERPRETER SERVICES LEADERS MEET WITH ALL CONTRACTED AGENCIES AS NEEDED TO ENSURE THEY ARE MEETING SERVICE STANDARDS AND TO ENGAGE THEM IN IMPROVEMENT ACTIVITIES THAT SUPPORT THE TRIPLE AIM. - VOCERA UNITS HAVE BEEN ACTIVATED AND DUAL HANDSET PHONES ARE AVAILABLE AT OUR LARGEST HOSPITAL TO SUPPORT IMPROVED ACCESS TO AND USE OF TELEPHONIC LANGUAGE SERVICES. SEVERAL CLINIC SITES ALSO MADE IMPROVEMENTS TO THEIR INFRASTRUCTURE AND WORKFLOW TO OFFER IMPROVED TELEPHONIC LANGUAGE SERVICES, AND VIDEO REMOTE SERVICES ARE AVAILABLE WIDELY THROUGHOUT OUR HOSPITALS AND CLINICS. - HEALTHPARTNERS INTERPRETER SERVICES FACILITATES THE INTERPRETER SERVICES LEADERSHIP GROUP, A MINNESOTA-BASED GROUP OF HEALTH CARE INTERPRETER SERVICES LEADERS WHO MEET TO SHARE BEST PRACTICES AND WORK TOWARDS COMMON GOALS RELATED TO SERVICE DELIVERY, QUALITY IMPROVEMENT, EDUCATION, AND AFFORDABILITY OF LANGUAGE ACCESS SERVICES. - INTERPRETER AWARENESS EDUCATION CONTINUES TO BE OFFERED IN MULTIPLE NEW EMPLOYEE SETTINGS AS A REGULAR PART OF THE AGENDA, INCLUDING PROVIDER NEO AT HEALTHPARTNERS, HSC NEW, REGIONS NEO, AND NEW RESIDENT ORIENTATION. HEALTHPARTNERS MEMBER SERVICES, SALES, CASE MANAGEMENT AND OTHER REPRESENTATIVES ALSO ARE TRAINED IN HOW TO USE TELEPHONIC INTERPRETER SERVICES. HEALTHPARTNERS ALSO SPONSORS SEVERAL INTERPRETER CONTINUING EDUCATION WORKSHOPS EACH YEAR FOR BOTH EMPLOYED AND CONTRACTED INTERPRETERS. IN 2023, WORKSHOPS WERE OFFERED ON (1) SPIRITUAL CARE IN HEALTH CARE, (2) DENTAL CARE AND ORAL HEALTH AND (3) COMMON PROCEDURES IN MATERNAL FETAL MEDICINE. - HEALTHPARTNERS INTERPRETERS WERE INVOLVED IN SEVERAL ACTIVITIES THAT BENEFIT OUR PATIENTS, MEMBERS AND COMMUNITY. IN 2023, THESE ACTIVITIES INCLUDED: PARTICIPATING IN COMMUNITY BENEFIT ACTIVITIES, INCLUDING: - TRANSLATING HEALTH AND FINANCIAL EDUCATION MATERIALS INTO HMONG, OROMO, SOMALI, SPANISH AND VIETNAMESE.
PART III, CONT. - PROVIDING TRAINING TO INTERPRETERS THROUGH THREE CONTINUING EDUCATION EVENTS. - PROVIDING TRANSLATION AND VOICEMAIL INTERPRETATION SERVICES TO DIAMONDHEAD CLINIC, A FREE SCHOOL-BASED PROGRAM. - RECORDING VOICEMAIL MESSAGES REGARDING MEDICAID RENEWAL IN AMHARIC, HMONG, KAREN, OROMO, SOMALI, SPANISH, AND VIETNAMESE. - RECORDING WELL CHILD CHECK VOICEMAIL REMINDERS IN HMONG, OROMO, SOMALI, AND SPANISH. - PROVIDING SPANISH INTERPRETATION SERVICES TO PATIENTS ATTENDING LACTATION CAFS AT SEVERAL PARK NICOLLET CLINICS AND METHODIST HOSPITAL. - TRAINING FIVE STUDENT INTERNS FROM CENTURY COLLEGE IN 2023. STUDENTS WERE ALSO INVITED TO ATTEND OUR CONTINUING EDUCATION EVENTS. - HEALTHPARTNERS GOVERNMENT PROGRAMS PROVIDES AN ANNUAL VIRTUAL INTERPRETER TRAINING FOR CONTRACTED INTERPRETERS. THE TRAINING TOPIC FOR 2023 WAS "HEALTH LITERACY." THE PRESENTER FOR THE TRAINING WAS JEANNE METTNER, MANAGER HEALTHPARTNERS PATIENT EDUCATION; PROGRAM MANAGER HEALTH EQUITY CHAMPIONS. PARTICIPANTS FOR THE TRAINING WERE ELIGIBLE TO RECEIVE 0.15 CEUS THROUGH THE INTERNATIONAL MEDICAL INTERPRETERS ASSOCIATION. THE TRAINING WAS AN INTRODUCTION TO HEALTH LITERACY AND FOCUSED ON ANSWERING QUESTIONS LIKE, HOW ADDRESSING HEALTH LITERACY IS IMPORTANT FOR ADVANCING HEALTH EQUITY, AND WHAT INTERPRETERS CAN DO IN THEIR ROLE TO MAKE THE INFORMATION THEY SHARE MORE CLEAR AND UNDERSTANDABLE. THE TRAINING GENERATED GREAT BACK-AND-FORTH DISCUSSIONS BETWEEN THE PARTICIPANTS AND PRESENTER. - NCQA HEALTH EQUITY ACCREDITATION: AS PART OF IMPLEMENTING NCQA HEALTH EQUITY ACCREDITATION STANDARDS, HEALTHPARTNERS DEPLOYED SURVEYS TO GATHER INFORMATION ON MEMBER AND STAFF EXPERIENCES WITH LANGUAGE SERVICES. HEALTHPARTNERS ALSO SURVEYED NETWORK PRACTITIONERS ON PROVIDING CULTURALLY RESPONSIVE CARE; THIS SURVEY INCLUDED QUESTIONS ABOUT PRACTITIONER COMFORT AND EXPERIENCE WITH PROVIDING LANGUAGE SERVICES TO MEMBERS. - BASED ON RESULTS FROM THE STAFF SURVEY, WE DEVELOPED A GUIDE TO ASSIST HEALTH PLAN STAFF TO PROCESS REQUESTS FOR WRITTEN TRANSLATIONS, INCLUDING DECISION SUPPORT TIPS AND A STEP-BY-STEP GUIDE ON WORKING WITH OUR WRITTEN TRANSLATION VENDOR. AN ARTICLE WAS CREATED FOR THE ENTERPRISE'S CULTURE ROOTS NEWSLETTER THAT DISCUSSES TIPS AND RESOURCES FOR TRANSLATING WRITTEN CONTENT FOR OUR MEMBERS AND PATIENTS - MEMBER EXPERIENCE WITH LANGUAGE SURVEYS ARE SENT ONLY TO MEDICAID MEMBERS, BUT RESULTS ARE SHARED WITH BUSINESS AREAS THAT SERVE ALL MEMBERS SO INSIGHTS CAN BE APPLIED BROADLY. THESE SURVEYS ASSESS EXPERIENCE DURING BOTH HEALTH PLAN AND HEALTH CARE ENCOUNTERS AT OUR OWN CARE GROUP AND BEYOND. - PRACTITIONER CULTURAL RESPONSIVENESS SURVEYS GO TO NETWORK PRACTITIONERS THAT MAY PROVIDE SERVICES TO MEMBERS WITH ANY FORM OF HEALTHPARTNERS COVERAGE THE PURPOSE OF THIS SURVEY IS TO UNDERSTAND HOW PRACTITIONERS SUPPORT PATIENTS WHO COME FROM DIFFERENT CULTURAL BACKGROUNDS AND MAY EXPERIENCE BARRIERS TO CARE. - WE COLLABORATED WITH UCARE AND STRATIS HEALTH TO CREATE A WEBSITE WITH RESOURCES TO HELP PROVIDERS ADVANCE CULTURALLY RESPONSIVE CARE IN THEIR PRACTICES. THIS RESOURCE WAS SHARED WITH OUR NETWORK IN A HEALTH EQUITY ISSUE OF THE FAST FACTS NEWSLETTER. HTTPS://CULTURECARECONNECTION.ORG/CULTURAL-RESPONSIVENESS/. - STAFF AND MEMBER SURVEY RESULTS ARE SHARED WITH THE ENTERPRISE INTERPRETER SERVICES WORKGROUP WHO WILL CONTINUE TO ASSESS TRENDS AND IMPLEMENT CHANGES AROUND OUR LANGUAGE SERVICES ON AN AS NEEDED BASED ON YEAR-OVER-YEAR DATA. - PARTNERSHIP WITH HEALTHWISE: THROUGH OUR PARTNERSHIP WITH HEALTHWISE, WE HAVE BEEN ABLE TO DEPLOY A WIDE VARIETY OF HEALTH INFORMATION IN MULTIPLE LANGUAGES: MORE THAN 8,833 PATIENT INSTRUCTIONS ARE NOW AVAILABLE IN EPIC IN ENGLISH AND SPANISH. MORE THAN 300 OF THE MOST FREQUENTLY USED INSTRUCTIONS HAVE BEEN TRANSLATED INTO 17 ADDITIONAL LANGUAGES. THESE LANGUAGES INCLUDE ARABIC, ARMENIAN, BENGALI, BOSNIAN, CHINESE (SIMPLIFIED), FARSI, FRENCH, HAITIAN-CREOLE, HMONG, KOREAN, NEPALI, POLISH, PORTUGUESE, RUSSIAN, SOMALI, TAGALOG AND VIETNAMESE. THESE INSTRUCTIONS CAN BE ADDED TO THE AFTER-VISIT SUMMARY/DISCHARGE INSTRUCTIONS AND PRINTED FOR PATIENTS. THE HEALTHWISE KNOWLEDGE BASE (ACCESSIBLE TO PATIENTS AND MEMBERS THROUGH OUR HEALTH LIBRARY ON HEALTHPARTNERS.COM) IS AVAILABLE IN ENGLISH AND SPANISH. THE MAJORITY OF OUR 800-PLUS HEALTHWISE VIDEOS ARE AVAILABLE IN BOTH ENGLISH AND SPANISH. - TRANSLATIONS FOR HOME-GROWN, CUSTOMIZED PATIENT EDUCATION: THROUGH FUNDING FROM THE PARK NICOLLET FOUNDATION AND REGIONS HOSPITAL FOUNDATION, WE WERE ABLE TO FUND THE PRODUCTION OF SEVERAL KEY PATIENT ED PIECES ON SUCH TOPICS AS COLONOSCOPY PREPARATION, RAMADAN-FOCUSED NUTRITION PATIENT EDUCATION CONTENT, AND INSTRUCTIONS FOR FECAL IMMUNOCHEMICAL TESTING (FIT). IN 2024, WE HOPE TO STANDARDIZE THE TRANSLATIONS PROCESS FOR PATIENT EDUCATION AND OTHER CONTENT, WHICH WE HOPE WILL CREATE A MORE STREAMLINED, EQUITABLE, COMPREHENSIVE APPROACH TO PATIENT EDUCATION TRANSLATIONS. MEMBER MATERIALS & COMMUNICATIONS - MEMBER MATERIALS ARE CREATED USING A CONSUMER-FRIENDLY CHECKLIST TO ENSURE THAT COMMUNICATIONS ARE UNDERSTANDABLE, CONVERSATIONAL AND CONSISTENT. - THE MSHO SUMMARY OF BENEFIT IS AVAILABLE IN SPANISH, HMONG AND SOMALI, OR OTHER LANGUAGES AS NEEDED, UPON REQUEST. IN ADDITION TO THE SUMMARY OF BENEFITS, WE CAN TRANSLATE MOST MATERIALS UPON REQUEST AND IN LANGUAGES OTHER THAN SPANISH, HMONG, AND SOMALI. WE ALSO TRANSLATE SOME MEMBER OUTREACH FOR PREVENTIVE HEALTH SERVICES INTO SPANISH, HMONG, SOMALI, VIETNAMESE, OROMO, AMHARIC AND KAREN. - PROMOTIONAL MATERIALS, WEBSITES, AND BLOG POSTS REFLECT THE DEMOGRAPHICS THAT EXIST IN THE POPULATION, MAKING PHOTOS RACIALLY, ETHNICALLY, ABILITY AND AGE DIVERSE. - CUSTOM COMMUNICATIONS DEVELOPED FOR SOME EMPLOYER GROUPS HAVE BEEN TRANSLATED TO BETTER SERVE OUR SPANISH AND SOMALI SPEAKING MEMBERS. - OPEN ENROLLMENT MATERIALS FOR COMMERCIAL PRODUCTS ARE AVAILABLE IN SPANISH AND ENGLISH. HEALTHPARTNERS MINNESOTA HEALTH CARE PROGRAMS AND MSHO: THE REQUIRED DHS LANGUAGE BLOCK (LB) MUST BE INCLUDED WITH ALL MEMBER COMMUNICATIONS AND MATERIALS. FOR SMALL-SIZED MATERIALS, A CONDENSED VERSION OF THE LANGUAGE BLOCK IS PERMISSIBLE. ADDITIONALLY, MATERIALS THAT COVER THE FOLLOWING TOPICS MUST INCLUDE THE DHS REQUIRED CIVIL RIGHTS COMPLAINT BLOCK (CB): DETERMINE ELIGIBILITY FOR PROGRAMS. REQUIRED INFORMATION NEEDED FOR PROGRAM ELIGIBILITY. INFORM MEMBERS THAT THEIR BENEFITS HAVE BEEN INCREASED, DECREASED TERMINATED OR DENIED. INCLUDE IMPORTANT INFORMATION ABOUT THE MEMBER'S RIGHTS AND RESPONSIBILITIES. THE DHS CIVIL RIGHTS COMPLAINT BLOCK CONTAINS INFORMATION ABOUT MEMBER CIVIL RIGHTS AND HOW A MEMBER CAN FILE A COMPLAINT IF THEY BELIEVE THEY HAVE BEEN DISCRIMINATED AGAINST. - THE MINNESOTA HEALTH CARE PROGRAMS MATERIALS ARE TRANSLATED UPON REQUEST, INCLUDING THE MEDICAID/MSHO/SNBC AND WELCOME LETTER. - THE MSHO SALES COVER LETTER IS TRANSLATED IN SPANISH, HMONG, KOREAN, VIETNAMESE, RUSSIAN AND OTHER LANGUAGES UPON REQUEST. - THE MULTI-LANGUAGE INSERT (MLI) IS A STANDALONE DOCUMENT THAT MUST BE INCLUDED WITH ALL CMS REQUIRED MATERIALS FOR MEDICARE INDIVIDUAL AND GROUP PLANS. THE MLI IS A STANDARDIZED NOTIFICATION THAT INFORMS THE READER THAT INTERPRETER SERVICES ARE AVAILABLE IN 15 OF THE MOST COMMON NON-ENGLISH LANGUAGES IN THE UNITED STATES. - THE AFFORDABLE CARE ACT SECTION 1557 NON-DISCRIMINATION NOTICE AND TAGLINES ARE PROVIDED TO ALL MEMBERS. THIS OCCURS IN OUR ANNUALLY MANDATED INFORMATION MAILING IN JUNE. - CREATED ADVERTISING ON LOCAL RADIO STATIONS AND/OR IN DIVERSE COMMUNITY PUBLICATIONS FOR SOMALI, HMONG, NATIVE AMERICAN, AFRICAN AMERICAN, AND HISPANIC POPULATIONS. - DEVELOPMENT AND PROMOTION OF UNIQUE SUPPLEMENTAL BENEFITS FOR MSHO MEMBERS ADDRESS SOCIAL DETERMINANTS OF HEALTH AND SUPPORT MEMBERS WITH CHRONIC CONDITIONS, INCLUDING BENEFITS SUCH AS FARMBOXRX FRESH PRODUCE DELIVERY, ANIMATRONIC SUPPORT PETS, CAREGIVER SUPPORT AND TABLETS WITH EDUCATION AND WELLNESS TOOLS. - PREGNANT MEMBERS IN THE HEALTHY PREGNANCY PROGRAM HAVE ACCESS TO PERSONALIZED DIGITAL SUPPORT THROUGH THE MY PREGNANCY EXPERIENCE WHEN THEY LOG INTO HEALTHPARTNERS.COM. THIS INCLUDES PERSONALIZED RESOURCES BASED ON THE PREGNANT PERSON'S RACE, ETHNICITY, LANGUAGE AND INSURANCE PRODUCT. FOR EXAMPLE, D.I.V.A. MOMS IS SURFACED AS A RESOURCE FOR BLACK PREGNANT MEMBERS. IT IS AN AFRICAN AMERICAN LED PROGRAM DESIGNED FOR PREGNANT AND POSTPARTUM BLACK WOMEN. SIMILARLY, MEMBERS ON A MEDICAID PRODUCT RECEIVE PERSONALIZED INFORMATION ABOUT UNIQUE BENEFITS SUCH AS COVERED DOULA SUPPORT.
PART III, CONT. - ONGOING COMPREHENSIVE, MULTI-CHANNEL CAMPAIGN TO SUPPORT MEMBERS AND PATIENTS THROUGH MEDICAID REDETERMINATION. LAUNCHED IN LATE 2022. ONGOING THROUGHOUT 2023 AND INTO 2024. DIRECT OUTREACH TACTICS INCLUDED EMAIL, TEXT, PRE-RECORDED PHONE CALLS AND DIRECT MAIL. SEVERAL WERE TRANSLATED INTO SPANISH, HMONG, SOMALI, VIETNAMESE, OROMO, AMHARIC AND KAREN. IN ADDITION, BROAD AWARENESS TACTICS INCLUDED SEARCH-OPTIMIZED WEB PAGES AND BLOGS, PAID SOCIAL MEDIA ADVERTISING, COMMUNITY EVENT PARTICIPATION, CLINIC-BASED FLYERS AND SIGNAGE, CLINICIAN AND EMPLOYER GROUP OUTREACH AND MORE. - CREATED AND PROMOTED VIDEO ENCOURAGING USE OF DOULA SERVICES, PARTICULARLY TARGETING MEMBERS AND PATIENTS ON MEDICAID PRODUCTS. PROMOTED THROUGH PAID SOCIAL MEDIA ADVERTISING AND THROUGHOUT HEALTHPARTNERS.COM DURING 2023. - CREATED VIDEO PROMOTING RIDECARE USE FOR MEDICAID AND MSHO MEMBERS. COMPLETED AT THE END OF 2023; MEMBER PROMOTION IS PLANNED FOR 2024. - PILOTING PERSONALIZED COMMUNICATION APPROACHES TO CLOSE DISPARITY GAPS AMONG BLACK AND AFRICAN AMERICAN MEMBERS FOR COLORECTAL CANCER SCREENING AND CARDIOVASCULAR MEDICATION ADHERENCE. ENHANCED OUTREACH FOR FIT KITS TO SCREEN FOR COLORECTAL CANCER TO INCORPORATE MESSAGING DEVELOPED BY THE AMERICAN CANCER SOCIETY'S NATIONAL COLORECTAL CANCER ROUNDTABLE THAT HAS BEEN PROVEN TO INCREASE SCREENING RATES. IN PARTICULAR, WE TESTED MESSAGING TARGETING BLACK OR AFRICAN AMERICAN MEMBERS. THE CAMPAIGN RESULTED IN AN INCREASE IN SCREENING RATES BOTH OVERALL AND AMONGST THAT TARGETED GROUP. ADDITIONALLY, WE PILOTED A CAMPAIGN ENCOURAGING CARDIOVASCULAR MEDICATION ADHERENCE THAT FEATURED TWO TRUSTED MESSENGERS FROM THE BLACK AND AFRICAN AMERICAN COMMUNITY: A CLINICIAN OF COLOR AND A WELL-KNOWN COMMUNITY LEADER. WE'RE STILL EVALUATING THE RESULTS. - DIGITAL CAMPAIGN TARGETING MEMBERS WHO INDICATE FOOD OR HOUSING INSECURITY, OR CHALLENGES WITH TRANSPORTATION ACCESS ON THEIR HEALTH ASSESSMENT. CAMPAIGN PROVIDES MINNESOTA STATE RESOURCES AS WELL AS DIRECTS THEM TO HEALTHPARTNERS RESOURCES, PROVIDED THROUGH PARTNERSHIP WITH UNITE US (FORMERLY NOWPOW). THESE RESOURCES ARE ALSO PROMOTED TO MEMBERS IN THEIR ONBOARDING COMMUNICATIONS AT THE START OF THEIR PLAN YEAR AND THROUGH REGULAR MAILINGS LIKE THE TWICE ANNUAL ALL MEMBER MAILER. EQUITY, INCLUSION AND ANTI-RACISM CABINET IN 2020, HEALTHPARTNERS ESTABLISHED THE EQUITY, INCLUSION, AND ANTI-RACISM CABINET TO AGGRESSIVELY ACCELERATE OUR EFFORTS TO ADVANCE RACIAL EQUITY AND HEALTH EQUITY. THE CABINET PROVIDES STRATEGIC LEADERSHIP IN PLANNING AND EXECUTING ACTIVITIES AIMED AT IMPROVING RACIAL EQUITY AND HEALTH EQUITY THROUGH REDUCING HEALTH CARE DISPARITIES, IMPROVING ACCESS, AND SUPPORTING AN INCLUSIVE CULTURE. THE CABINET ALIGNS RACIAL EQUITY AND HEALTH EQUITY ACTIVITIES ACROSS THE ORGANIZATION THROUGH INCLUSION IN ANNUAL PLANS AND SUPPORTS TRACKING, MONITORING, AND MEASURING PROGRESS. THE CABINET: - PROVIDES AN ORGANIZATION-WIDE APPROACH TO MEASURE AND REDUCE HEALTH CARE DISPARITIES. - SUPPORTS WORKFORCE DEVELOPMENT INITIATIVES THAT REINFORCE CULTURAL HUMILITY AND RESPECT. - IMPROVES CARE FOR MEMBERS WITH LIMITED ENGLISH PROFICIENCY AND WHO ARE HEARING IMPAIRED. - INVOLVES MEMBERS IN PLANNING AND IMPLEMENTING RACIAL EQUITY AND HEALTH EQUITY APPROACHES. - ENGAGES WITH COMMUNITIES ACROSS THE SEVEN-COUNTY METROPOLITAN AREA IN PARTNERSHIPS TO PROMOTE RACIAL EQUITY AND HEALTH EQUITY. - PROVIDES DIRECTION FOR DATA COLLECTION, ANALYSIS, AND REPORTING ACROSS THE ORGANIZATION. - COMMUNICATES PROGRESS ON INITIATIVES ACROSS THE ORGANIZATION, AND EXTERNALLY AS APPROPRIATE. THE EQUITY, INCLUSION AND ANTI-RACISM CABINET PROVIDES LEADERSHIP, DIRECTION, AND OVERSIGHT THROUGH FOUR CORNERSTONES TO ACCELERATE THE PACE OF OUR WORK AND CULTIVATE ALIGNMENT AND PARTNERSHIP ACROSS THE ORGANIZATION. COMMUNITY COLLABORATION TO GAIN INSIGHTS AND ENGAGE COMMUNITY WE HAVE BUILT A CULTURE OF HEALTH EQUITY IN OUR ORGANIZATION THROUGH PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS. IN OUR LAST COMMUNITY HEALTH NEEDS ASSESSMENTS AND PLANS, CONDUCTED BY EACH OF OUR HOSPITALS, PRIORITY NEEDS WERE REVIEWED WITHIN THE CONTEXTUAL FACTORS OF STRUCTURAL RACISM AND COVID-19. DURING THAT PROCESS, WE ENGAGED COMMUNITY MEMBERS, PUBLIC HEALTH, AND OUR OWN CLINICIANS TO MORE DEEPLY UNDERSTAND HOW WE MIGHT IMPACT THE HEALTH OF OUR COMMUNITY. COMMUNITY PARTNERSHIP DEVELOPMENT IS A CORE STRATEGY IN OUR WORK TO PROMOTE AND MAKE CHANGE TOWARDS HEALTH EQUITY. WE INVEST IN SIX GENERAL AREAS: HEALTHY CHILDREN, MENTAL HEALTH, NUTRITION AND FITNESS, HEALTH EQUITY, WELLNESS AND PREVENTION AND RESEARCH AND EDUCATION. WE ALSO HAVE LARGER, MULTI-YEAR PARTNERSHIPS AND CAMPAIGNS WITH COMMUNITY-BASED ORGANIZATIONS TO IMPACT AND IMPROVE COMMUNITY HEALTH INCLUDING THE MAKEITOK CAMPAIGN, POWERUP AND LITTLE MOMENTS COUNT. EXAMPLES OF PARTNERS INCLUDE ORGANIZATIONS SUCH AS THE KEYSTONE COMMUNITY SERVICES, OPEN ARMS MINNESOTA, REACH OUT AND READ MN, AMERICAN RED CROSS BLOOD SERVICES, NORTHSIDE ACHIEVEMENT ZONE (NAZ), THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI), ST. PAUL BOOKMOBILE, OVER 60 SCHOOLS THROUGHOUT THE REGION, HUNGER SOLUTIONS AND MANY OTHERS. - CENTER FOR COMMUNITY HEALTH (CCH) - CCH IS A COLLABORATIVE WITH HEALTH PLANS, HOSPITALS AND LOCAL PUBLIC HEALTH AGENCIES IN THE TWIN CITIES SEVEN-COUNTY METRO AREA. IN 2023, HEALTHPARTNERS SERVED ON THIS ORGANIZATION WITH REPRESENTATIVES ON THE BOARD AS WELL AS THE TWO SUBCOMMITTEES. CCH CONTINUES TO DEVELOP COMMON TOOLS AND RESOURCES, FACILITATE QUANTITATIVE AND QUALITATIVE DATA SHARING, AND TAKE COLLECTIVE ACTION FOR SYSTEMS CHANGE. IN 2023, CCH CONTINUED THE INTEGRATIONS OF COMMUNITY HEALTH ASSESSMENTS. MORE ABOUT CCH AT WWW.MNMETROCCH.ORG. - SCIENCE MUSEUM OF MINNESOTA: SINCE 2018, HEALTHPARTNERS HAS SUPPORTED THE SCIENCE MUSEUM OF MINNESOTA'S DEVELOPMENT OF THE MENTAL HEALTH: MIND MATTERS EXHIBIT. THIS EXHIBIT WAS DEVELOPED IN FINLAND AND DID NOT USE CULTURALLY APPROPRIATE LANGUAGE OR APPROACHES FOR THE UNITED STATES OR PROVIDE CULTURALLY RELEVANT RESOURCES. HEALTHPARTNERS PROVIDED IMPORTANT FINANCIAL SUPPORT AND SUBJECT MATTER EXPERTISE AND CONTENT ON RESOURCES, INCLUDING CREATION OF A DEDICATED RESOURCE AREA FOR ADULTS AND CHILDREN. THIS RESOURCE AREA INCLUDED CULTURALLY RELEVANT RESOURCES IN MANY LANGUAGES AND DEDICATED PIECES FOR PERINATAL PSYCHIATRIC DISORDERS, AND FOR AFRICAN AMERICAN, RECENT REFUGEE IMMIGRANT, SOMALI AND LATIN AMERICAN COMMUNITIES. HTTPS://WWW.SMM.ORG/TOOLKIT/MINDMATTERS - HIGHER GROUND ACADEMY: A K-12 GRADE CHARTER SCHOOL IN ST. PAUL THAT SERVES PRIMARILY CHILDREN OF EAST AFRICAN IMMIGRANTS FROM SOMALIA AND ETHIOPIA. ANNUALLY, HIGHER GROUND ACADEMY PLANS A CAREER FAIR FOR THEIR JUNIOR AND SENIOR HIGH STUDENTS. HEALTHPARTNERS HAS RECRUITED VOLUNTEERS TO PARTICIPATE SINCE 2015. IN 2023, SIX HEALTHPARTNERS COLLEAGUES PARTICIPATED IN REACHING ABOUT 95 STUDENTS. - HABITAT FOR HUMANITY: STABLE HOUSING IMPACTS EDUCATIONAL ACHIEVEMENT AND A FAMILY'S OVERALL HEALTH. WHEN HEALTHPARTNERS AND PARK NICOLLET COMBINED IN 2012, OUR ORGANIZATIONS USED VOLUNTEERISM TO LEARN ABOUT EACH OTHER AND SHARE OUR VALUES. ACCORDING TO THE POSITIVE IMPACTS OF AFFORDABLE HOUSING ON HEALTH A RESEARCH SUMMARY, WHEN FAMILIES PAY EXCESSIVE AMOUNTS OF THEIR INCOME FOR HOUSING, THEY OFTEN HAVE INSUFFICIENT FUNDS REMAINING TO MEET OTHER ESSENTIAL NEEDS, INCLUDING FOOD, MEDICAL INSURANCE AND HEALTH CARE. IN 2023, HEALTHPARTNERS SPONSORED TWO BUILDS. SEVENTY-TWO VOLUNTEERS PARTICIPATED, PROVIDING 576 VOLUNTEER HOURS.
PART III, CONT. - PRIDE FESTIVAL: SINCE 2008 HEALTHPARTNERS HAS PARTICIPATED IN THE PRIDE FESTIVAL AND OVER SIX YEARS IN THE PARADE. WE BELIEVE EVERYONE DESERVES TO BE WELCOMED, INCLUDED AND VALUED IN ALL THE PLACES WE WORK AND LIVE. FROM OFFERING SPECIALIZED GENDER CARE TO PROVIDING A SAFE AND SUPPORTIVE PLACE FOR OUR COLLEAGUES, WE CREATE A SAFE AND SUPPORTIVE ENVIRONMENT FOR PEOPLE WHO ARE LGBTQ+ AND GENDER DIVERSE. RESEARCH SHOWS THAT LGBTQ+ INDIVIDUALS FACE GREATER HEALTH DISPARITIES. THEY CAN ALSO HAVE A POORER HEALTH STATUS AS A RESULT OF DISCRIMINATION, STIGMATIZATION AND LACK OF SOCIAL ACCEPTANCE SURROUNDING SEXUAL ORIENTATION AND GENDER IDENTITY. LEFT UNADDRESSED, THESE ISSUES CAN AFFECT MENTAL, EMOTIONAL AND PHYSICAL HEALTH. LGBTQ INDIVIDUALS ARE AT HIGHER RISK OF PSYCHIATRIC DISORDERS, SUBSTANCE ABUSE AND SUICIDE. LGBTQ PATIENTS WHO HAVE HAD A NEGATIVE EXPERIENCE IN THE CLINICAL SETTING ARE ALSO LESS LIKELY TO RETURN FOR FOLLOW-UP CARE AND COMPLY WITH TREATMENT OR PREVENTIVE CARE RECOMMENDATIONS, WHICH CAN PUT THEM AT GREATER RISK FOR CHRONIC CONDITIONS. OUR BOOTH AT THE PRIDE FESTIVAL FEATURED INFORMATION ON GENDER SERVICES AND FUN ACTIVITIES FOCUSED ON PREVENTION. IN TOTAL WE HAD 32 VOLUNTEERS AT OUR BOOTH PROVIDING 64 HOURS OF VOLUNTEER HOURS. EIGHTY-TWO VOLUNTEERS IN THE MARCH VOLUNTEERED 246 HOURS. - KEYSTONE COMMUNITY SERVICES: FOR OVER 80 YEARS, KEYSTONE COMMUNITY SERVICES HAS BEEN SERVING RAMSEY COUNTY WITH SENIOR CARE, ENRICHMENT FOR CHILDREN, BASIC NEEDS AND CRISIS ASSISTANCE. KEYSTONE BEGAN AS A SMALL NEIGHBORHOOD COMMUNITY CENTER. TODAY, KEYSTONE REACHES MORE THAN 40,000 PEOPLE, AND WE SHARE MANY PATIENTS AND MEMBERS. KEYSTONE CURRENTLY OPERATES TWO FOOD SHELVES: RICE STREET FOOD SHELF AND MIDWAY FOOD SHELF. WHEN HEALTHPARTNERS WAS PILOTING OUR SUPERSHELF INITIATIVE, THE RICE STREET FOOD SHELF WAS A PILOT! OUR THREE-YEAR COMMITMENT MADE IN 2022 HAS BEEN USED TO SUPPORT THE EXPANSION OF THEIR NEW WAREHOUSE AND FOOD MOBILE PROVIDING BETTER ACCESS TO NEIGHBORHOODS WITH BARRIERS. KEYSTONE FOOD SHELVES AND FOOD MOBILE PROVIDE QUALITY, HEALTHY FOOD FOR THE COMMUNITY, HELPING THEM BE SELF-SUFFICIENT, STABLE AND SUCCESSFUL. -EXPRESS BIKE IS A SOCIAL ENTERPRISE OF KEYSTONE COMMUNITY SERVICES. EXPRESS BIKE IS A FULL-SERVICE BIKE SHOP SPECIALIZING IN REFURBISHED BICYCLES AND A NONPROFIT YOUTH EMPLOYMENT PROGRAM - ALL ROLLED INTO ONE! IN APRIL OF 2023, WE HOSTED BICYCLE DRIVES AT FOUR HEALTHPARTNERS LOCATIONS COLLECTING 223 BICYCLES TO SUPPORT THIS PROGRAM. - OPEN ARMS: SINCE 1986, OPEN ARMS OF MINNESOTA PREPARES AND DELIVERS TASTY, NOURISHING MEALS TO CRITICALLY ILL MINNESOTANS AND THEIR FAMILIES IN NEED, 100 PERCENT FREE OF CHARGE. HEALTHPARTNERS IS PROUD TO SUPPORT THE CAPITAL CAMPAIGN TO EXPAND THEIR SERVICES AND OPENING A NEW KITCHEN IN SAINT PAUL. IN 2023, OUR 202 EMPLOYEES VOLUNTEERED 533 HOURS AND PACKED 20,750 MEALS. HTTPS://WWW.OPENARMSMN.ORG/ABOUT-US/ - ITASCA PROJECT: WE CONTINUE OUR WORK WITH THE ITASCA PROJECT. THIS IS AN EMPLOYER-LED ALLIANCE TO ADDRESS REGIONAL ISSUES THAT AFFECT OUR FUTURE COMPETITIVENESS AND QUALITY OF LIFE. A MAJOR FOCUS OF THE ITASCA PROJECT IS CLOSING THE GAP ON SOCIOECONOMIC DISPARITIES IN THE REGION THROUGH COLLECTIVE ACTION BY BUSINESSES. THE ITASCA PROJECT, A CROSS-SECTOR ALLIANCE OF EMPLOYERS, LAUNCHED THE FIRST 1,000 DAYS INITIATIVE TO HELP RAISE AWARENESS AMONG EMPLOYERS OF THE LIFELONG IMPACT OF EARLY EXPERIENCES PRENATAL TO AGE 3. OUR LITTLE MOMENTS COUNT COLLABORATIVE HELPED TO CREATE THE EMPLOYEE TOOLKIT: HTTPS://WWW.LITTLEMOMENTSCOUNT.ORG/EMPLOYER-TOOL-KIT - RONDO NEIGHBORHOOD: HEALTHPARTNERS IS A PROUD SPONSOR OF THE RONDO COMMEMORATIVE PLAZA. IN THE 1930S, THE RONDO NEIGHBORHOOD WAS A THRIVING AND VIBRANT COMMUNITY. BY THE 1950S, ABOUT 85% OF SAINT PAUL'S AFRICAN AMERICAN POPULATION LIVED IN THE NEIGHBORHOOD. THE COMMUNITY BOND WAS STRONG, LOCAL BUSINESSES WERE THRIVING, AND RESIDENTS WERE GAINING FINANCIAL STABILITY THAT COMES WITH HOME OWNERSHIP. IN THE 1960S, HOWEVER, THE NEIGHBORHOOD OF RONDO WAS REMOVED FROM THE MAP FOR THE CONSTRUCTION OF INTERSTATE 94. SIX HUNDRED FAMILIES LOST THEIR HOMES ALONG WITH NUMEROUS BUSINESSES AND INSTITUTIONS. THE RONDO COMMEMORATIVE PLAZA WAS INSTALLED TO CAPTURE THE HISTORY OF LOSS ENDURED, LESSONS LEARNED AND THE WILL TO RECONNECT. IN 2023, REGIONS HOSPITAL HUMAN RESOURCES PARTICIPATED IN THE RONDO JUNETEENTH FESTIVAL, WHICH FEATURED AN EMPLOYMENT FAIR. - SAINT PAUL PUBLIC LIBRARY BOOKMOBILE: SINCE 2014, HEALTHPARTNERS HAS SPONSORED THE SAINT PAUL PUBLIC LIBRARY BOOKMOBILE, ONE OF THE LAST URBAN BOOKMOBILES STILL IN OPERATION. THE BOOKMOBILE VISITS 45-50 SITES ON A REGULAR BASIS IN A TWO-WEEK CYCLE, REACHING ABOUT 120,000 PEOPLE PER YEAR. THE BOOKMOBILE ENSURES THAT THE LIBRARY IS ACCESSIBLE TO COMMUNITIES THAT FACE BARRIERS IN USING THE LIBRARY'S FIXED FACILITY DUE TO TRANSPORTATION, CULTURAL, LANGUAGE OR OTHER BARRIERS. IN ADDITION TO A FINANCIAL CONTRIBUTION, HEALTHPARTNERS VOLUNTEERS HELPING THE BOOKMOBILE AT LOCAL EVENTS. HTTPS://SPPL.ORG/BOOKMOBILE/ ADDITIONAL COMMUNITY BENEFIT ACTIVITIES CAN BE FOUND ON THE GROUP HEALTH PLAN INC 990.
FORM 990, PART VI, SECTION A, LINE 2 JULIE BUNDE AND STEVEN BUNDE ARE BOTH OFFICERS AT HPI AND ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED EFFECTIVE DECEMBER 19, 2023, TO INCREASE THE SIZE OF THE BOARD FROM 15 TO 16 COMPOSED OF 8 DIRECTORS ELECTED BY HEALTHPARTNERS PLAN MEMBERS, 3 DIRECTORS ELECTED BY GROUP HEALTH PLAN, INC. MEMBERS, 4 HEALTH CARE PROVIDERS APPOINTED BY THE HEALTHPARTNERS BOARD, AND 1 PERSON APPOINTED BY THE HEALTHPARTNERS BOARD.
FORM 990, PART VI, SECTION A, LINE 6 EACH HPI DIRECTOR IS ALSO A CONTRACT HOLDER OF HPI HEALTH PLAN OR A HEALTH PLAN OFFERED OR ADMINISTERED BY A RELATED ORGANIZATIONS. EACH MEMBER HAS ONE VOTE. BYLAWS, SECTION 1.1.
FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF HPI ELECT THE MAJORITY OF THE HPI BOARD OF DIRECTORS WHO SERVE AS THE ELECTED DIRECTORS AND WHO ALSO MUST BE CONTRACT HOLDERS AS EXPLAINED IN LINE 6A. OVER 75% OF MEMBER BOARD OF DIRECTORS ARE MEMBER-ELECTED DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B HPI'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF HPI. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE INTERNAL TAX DEPARTMENT OF GHI, THE MANAGEMENT TEAM, THE LEGAL DEPARTMENT AND HPI'S OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS PRESENTED TO THE GOVERNING BODY OF HPI. HPI MAKES AVAILABLE, TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS AND TO THE FULL BOARD OF DIRECTORS, A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN THE HEALTHPARTNERS BOARDEFFECT PORTAL FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO THE FILING OF THE 990, AND IS AN AGENDA ITEM AT A COMMITTEE MEETING. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN COMMITTEE MINUTES OF THE MEETING. THESE MINUTES ARE PRESENTED TO THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C THE HPI BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE GENERAL COUNSEL 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. IF A DISCLOSED CONFLICT OF INTEREST IMPACTS AN AGENDA ITEM OR DECISION, THE COVERED PERSON WOULD BE EXCLUDED FROM VOTING AND MAY BE EXCLUDED FROM RECEIVING INFORMATION AND/OR PARTICIPATING IN DELIBERATIONS, DEPENDING ON THE CIRCUMSTANCES.
FORM 990, PART VI, SECTION B, LINE 15 HPI HAS NO EMPLOYEES. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH PLAN, INC. ("GHI") OR PARK NICOLLET HEALTH SERVICES (PNHS). GHI AND PNHS HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF ITS CEO AND ITS OTHER KEY OFFICERS. EVERY TWO YEARS, UNDER THE DIRECTION OF THE BOARD OF DIRECTORS' COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (COMPENSATION COMMITTEE), A TOTAL COMPENSATION MARKET REVIEW OF KEY OFFICERS IS COMPLETED BY AN EXTERNAL COMPENSATION CONSULTANT. THE REVIEW INCLUDES ALL COMPONENTS OF COMPENSATION; BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE. BASED ON THIS MARKET DATA, THE COMPENSATION COMMITTEE DETERMINES MINIMUM AND MAXIMUM TOTAL COMPENSATION RANGES FOR EACH KEY OFFICER. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE DIRECTION OF THE COMPENSATION COMMITTEE, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION CONSULTANT FOR THE COMPENSATION COMMITTEE. FOR THE CHIEF EXECUTIVE OFFICER AND CERTAIN OTHER POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED TO SET SALARY RANGES BASED ON THE COMPETITIVE MARKET DATA SPECIFIC TO THOSE POSITIONS. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S KEY OFFICER COMPENSATION RESULTS. IN ALL CASES, COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMPENSATION COMMITTEE MEMBERS' INDEPENDENCE AND THIS IS UPDATED AT ANY MEETING AT WHICH DECISIONS ARE BEING MADE. STAFF (OTHER THAN THE SECRETARY TO THE BOARD) IS NOT IN THE ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. THE BOARD OF DIRECTORS HAS DELEGATED TO THE EXECUTIVE COMMITTEE THE ACCOUNTABILITY TO CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND TO DETERMINE THE COMPENSATION OF THE CEO BASED ON THE PERFORMANCE REVIEW AND THE MARKET COMPARABILITY DATA, APPROVED BY THE COMPENSATION COMMITTEE. THE BOARD HAS DELEGATED TO THE CEO (WITH AUTHORITY TO FURTHER DELEGATE) THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMPENSATION COMMITTEE. ANY EXCEPTIONS TO COMPENSATION IN EXCESS OF THE APPROVED RANGES ARE APPROVED BY THE COMPENSATION COMMITTEE. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND W2 STATEMENTS.
FORM 990, PART VI, SECTION C, LINE 19 HPI'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM HPI. HPI'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. HPI'S CONFLICT OF INTEREST POLICY CAN BE VIEWED THROUGH THE HEALTHPARTNERS.COM WEBSITE.
FORM 990, PART VII, SECT. A, COL. B, AVERAGE HOURS - RELATED ORGANIZATION ALL OFFICERS OF HPI ARE EMPLOYED AND COMPENSATED BY GHI AND PNHS. REPORTED AVERAGE HOURS WORKED ARE BASED ON TOTAL COMPENSATION FOR ALL RELATED ORGANIZATIONS.
FORM 990, PART XI, LINE 9: EARNINGS IN AFFILIATED ORGANIZATION -5,167,034.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
HEALTHPARTNERS INC
 
Employer identification number

41-1693838
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

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










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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)HPI-RAMSEY
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1793333
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
Yes
 
(2)GROUP HEALTH PLAN INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-0797853
STAFF MODEL HEALTH MAINTENANCE ORGANIZATION MN 501(C)(3) 170(B)(1) (A)(III) HEALTHPARTNERS INC
 
Yes
 
(3)RH WISCONSIN INC
8170 33RD AVE S PO BOX 1309

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

MPLS,MN554401309
41-1670163
HEALTHCARE EDUCATION AND RESEARCH MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
Yes
 
(5)CAPITOL VIEW TRANSITIONAL CARE CENTER
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-2011453
TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) HPI - RAMSEY
 
Yes
 
(6)REGIONS HOSPITAL
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-0956618
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) HPI - RAMSEY
 
Yes
 
(7)REGIONS HOSPITAL FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1888902
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) HPI - RAMSEY
 
Yes
 
(8)RHSC INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1891928
HEALTHCARE STAFFING AND INTENSE REHAB SERVICES MN 501(C)(3) 509(A)(3) TYPE II HEALTHPARTNERS INC
 
Yes
 
(9)HUDSON HOSPITAL INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0804125
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) RH-WISCONSIN INC
 
Yes
 
(10)HUDSON HOSPITAL FOUNDATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-1279567
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) HUDSON HOSPITAL INC
 
Yes
 
(11)LAKEVIEW HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1386635
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) LAKEVIEW HEALTH
 
Yes
 
(12)LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-0811697
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) LAKEVIEW HEALTH
 
Yes
 
(13)STILLWATER MEDICAL GROUP
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
83-0379473
CLINIC STAFF AND FACILITIES MN 501(C)(3) 509(A)(3) TYPE I LAKEVIEW HEALTH
 
Yes
 
(14)LAKEVIEW HEALTH
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
30-0221189
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE II HPI - RAMSEY
 
Yes
 
(15)WESTFIELDS HOSPITAL INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0808442
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) RH-WISCONSIN INC
 
Yes
 
(16)WESTFIELDS HOSPITAL FOUNDATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-1770913
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) WESTFIELDS HOSPITAL INC
 
Yes
 
(17)PARK NICOLLET HEALTH SERVICES
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
36-3465840
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(2) HEALTHPARTNERS INC
 
Yes
 
(18)PARK NICOLLET FOUNDATION
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
23-7346465
SUPPORT TO RELATED ENTITIES AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) PARK NICOLLET HEALTH SERVICES
 
Yes
 
(19)PARK NICOLLET METHODIST HOSPITAL
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
41-0132080
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES
 
Yes
 
(20)PARK NICOLLET HEALTH CARE PRODUCTS
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
01-0638901
DURABLE MEDICAL EQUIPMENT AND OTHER HEALTH CARE RETAIL SALES MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES
 
Yes
 
(21)PARK NICOLLET CLINIC
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
41-0834920
CLINIC SERVICES MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES
 
Yes
 
(22)PNMC HOLDINGS
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
41-1741792
HEALTHCARE REAL ESTATE MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES
 
Yes
 
(23)AMERY REGIONAL MEDICAL CENTER INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0908320
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) RH-WISCONSIN INC
 
Yes
 
(24)AMERY REGIONAL MEDICAL CENTER FOUNDATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-1726539
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) AMERY REGIONAL MEDICAL CENTER INC
 
Yes
 
(25)HUTCHINSON HEALTH
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
84-1715908
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES
 
Yes
 
(26)HUTCHINSON HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
36-3317820
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 170(B)(1) (A)(VI) HUTCHINSON HEALTH
 
Yes
 
(27)HEALTHPARTNERS RC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
84-4261122
HOSPITAL MN 501(C)(3) 170(B)(1)(A)(III) PARK NICOLLET HEALTH SERVICES
 
Yes
 
(28)OLIVIA HOSPITAL & CLINIC FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1839619
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS RC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












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

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

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
52-2365151
MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(3) HEALTHPARTNERS SERVICES INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1683568
MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(4) HEALTHPARTNERS INSURANCE COMPANY

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1683523
MEDICAL AND DENTAL INSURANCE MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(5) DENTAL SPECIALTIES INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
45-1297583
PROFESSIONAL DENTAL SERVICES MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No




Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) GROUP HEALTH PLAN INC - CLAIMSHEALTHCARE SERVICES

P 152,128,971 CASH AMOUNT
(2) HUDSON HOSPITAL INC - CLAIMSHEALTHCARE SERVICES

P 2,018,608 CASH AMOUNT
(3) LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC - CLAIMSHEALTHCARE SERVICES

P 15,863,368 CASH AMOUNT
(4) REGIONS HOSPITAL - CLAIMSHEALTHCARE SERVICES

P 156,532,634 CASH AMOUNT
(5) WESTFIELDS HOSPITAL INC - CLAIMSHEALTHCARE SERVICES

P 737,688 CASH AMOUNT
(6) CAPITOL VIEW TRANSITIONAL CARE CENTER - CLAIMSHEALTHCARE SERVICES

P 2,051,279 CASH AMOUNT
(7) REGIONS HOSPITAL - RENT

Q 1,442,891 CASH AMOUNT
(8) GROUP HEALTH PLAN INC - MANAGEMENT & HEALTHCARE SUPPORT SERVICES

M 204,018,000 CASH AMOUNT
(9) AMERY REGIONAL MEDICAL CENTER INC - CLAIMSHEALTHCARE SERVICES

P 446,905 CASH AMOUNT
(10) PARK NICOLLET METHODIST HOSPITAL - CLAIMSHEALTHCARE SERVICES

P 66,579,437 CASH AMOUNT
(11) PARK NICOLLET CLINIC - CLAIMSHEALTHCARE SERVICES

P 91,194,357 CASH AMOUNT
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


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