TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) RUBY SCHOEN DNP APRN CNP A-GNP-C...................................................................... DIRECTOR, CHAIR (AS OF 1/1/2024)	2.00 .................	X	X	0	0
(2) RENEE FRAUENDIENST RN BSN CPI...................................................................... DIRECTOR, CHAIR (THROUGH 12/31/2023)	2.00 .................	X	X	0	0
(3) KELLY FLUHARTY MPH...................................................................... DIRECTOR, VICE CHAIR (AS OF 1/1/2024)	2.00 .................	X	X	0	0
(4) JAMIE CARSELLO...................................................................... DIRECTOR, TREASURER	2.00 .................	X	X	0	0
(5) JOHN SELSTAD...................................................................... DIRECTOR, SECRETARY (THROUGH 8/20/23)	1.00 .................	X	X	0	0
(6) DAVID SATIN MD...................................................................... DIRECTOR, SECRETARY (AS OF 1/1/24)	2.00 .................	X	X	0	0
(7) JESSE BETHKE GOMEZ MMA...................................................................... DIRECTOR	1.00 .................	X		0	0
(8) PATRICIA CULLEN CAE...................................................................... DIRECTOR (THROUGH 12/31/2023)	1.00 .................	X		0	0
(9) ABGAIL GREENHECK...................................................................... DIRECTOR	1.00 .................	X		0	0
(10) JEREMY HANSON WILLIS...................................................................... DIRECTOR (AS OF 1/1/2024)	1.00 .................	X		0	0
(11) PETER HAYDEN PHD...................................................................... DIRECTOR	1.00 .................	X		0	0
(12) KAREN MONSEN PHD RN FAMIA...................................................................... DIRECTOR	1.00 .................	X		0	0
(13) REUBEN MOORE EDD MBA...................................................................... DIRECTOR	1.00 .................	X		0	0
(14) PATINA PARK JD...................................................................... DIRECTOR	1.00 .................	X		0	0
(15) PAMELA PARKER MPA...................................................................... DIRECTOR (AS OF 1/1/2024)	1.00 .................	X		0	0
(16) MARK HOLDER MD ABFM DEA...................................................................... DIRECTOR (THROUGH 12/31/2023)	1.00 .................	X		0	0
(17) JENNIFER P LUNDBLAD PHD MBA...................................................................... PRESIDENT & CEO	40.00 .................		X	312,461	28,349

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

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

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

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

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

STRATIS HEALTH

Employer identification number

41-0971557

Part I

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	5,192,480	3,745,433	5,060,103	5,439,688	6,751,035	26,188,739
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	5,192,480	3,745,433	5,060,103	5,439,688	6,751,035	26,188,739
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.						26,188,739

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	5,192,480	3,745,433	5,060,103	5,439,688	6,751,035	26,188,739
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	397	214	1	1		613
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						26,189,352

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

100.000 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

100.000 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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

Schedule A (Form 990) 2023

Page 3

Part III

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

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

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

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

Section A. All Supporting Organizations

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

10a

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

10a

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

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

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

11a

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

11b

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

11c

Section B. Type I Supporting Organizations

Yes

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

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

Section C. Type II Supporting Organizations

Yes

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

Section D. All Type III Supporting Organizations

Yes

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

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

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

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

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

Yes

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

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

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

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

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

Schedule A (Form 990) 2023

Page 6

Part V

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

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

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

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

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

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

Schedule A (Form 990) 2023

Page 7

Part V

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

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

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

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2023

Name of the organization

STRATIS HEALTH

Employer identification number

41-0971557

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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

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

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization STRATIS HEALTH

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization STRATIS HEALTH		Employer identification number 41-0971557

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization STRATIS HEALTH			Employer identification number 41-0971557
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2023)

Additional Data

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SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

STRATIS HEALTH

Employer identification number

41-0971557

Part I

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

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

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

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

Number of states where property subject to conservation easement is located right arrow

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

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

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

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

Yes No

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

Part V

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

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

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

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

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

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

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

Yes

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

3a(i)

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

3a(ii)

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

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

Part VI

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

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

1a	Land .....
b	Buildings ....
c	Leasehold improvements	334,403	334,403	0
d	Equipment ....	1,716,504	1,698,027	18,477
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				18,477

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.)

Part VIII

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

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

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

Part IX

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

(a) Description				(b) Book value

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

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
RIGHT-TO-USE ASSETS - OPERATING	163,012
RIGHT-TO-USE ASSETS - FINANCING	245







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	163,257
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

Page 4

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

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

Part XIII

Supplemental Information

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

Return Reference

Explanation

PART X, LINE 2:

THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. THE ORGANIZATION IS ALSO EXEMPT FROM MINNESOTA INCOME TAXES. THE ORGANIZATION REVIEWS INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS TO DETERMINE IF THERE ARE ANY INCOME TAX UNCERTAINTIES. THIS INCLUDES POSITIONS THAT THE ENTITY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION HAS IDENTIFIED NO SIGNIFICANT INCOME TAX UNCERTAINTIES. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE.

Schedule D (Form 990) 2022

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

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

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

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
STRATIS HEALTH

Employer identification number
41-0971557

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

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

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

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ELY-BLOOMENSON HOSPITAL 328 W CONAN ST ELY,MN55731	41-2001411	501(C)(3)	15,000	GRANT FOR BUILDING HEALTHIER COMMUNITIES IN MINNESOTA.
(2) MI CASA MN 1053 JEFFERSON ST S SHAKOPEE,MN55379	83-4273268	501(C)(3)	20,000	GRANT FOR BUILDING HEALTHIER COMMUNITIES IN MINNESOTA.
(3) HEALTH PROFESSIONALS FOR A HEALTHY CLIMATE PO BOX 583013 MINNEAPOLIS,MN554583013	88-3379421	501(C)(3)	10,000	GRANT FOR BUILDING HEALTHIER COMMUNITIES IN MINNESOTA.

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

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

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

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

Part IV

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

Return Reference	Explanation
PART I, LINE 2:	STRATIS HEALTH HAS INVESTED THE APPROPRIATE RESOURCES TO ENSURE THAT COMPREHENSIVE AND PRUDENT OVERSIGHT OF ALL FUNDS GRANTED ARE APPROPRIATE.

Schedule I (Form 990) 2023

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

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

STRATIS HEALTH

Employer identification number

41-0971557

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

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

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JENNIFER P LUNDBLAD PHD MBA PRESIDENT & CEO	(i) (ii)	312,461 ------------- 0	0 ------------- 0	0 ------------- 0	7,191 ------------- 0	21,158 ------------- 0	340,810 ------------- 0	0 ------------- 0
2CATHERINE WEIK MAL SPHR SENIOR VP ADMIN	(i) (ii)	213,872 ------------- 0	0 ------------- 0	0 ------------- 0	4,436 ------------- 0	23,779 ------------- 0	242,087 ------------- 0	0 ------------- 0
3JANE PEDERSON MD CHIEF MEDICAL QUALITY OFFICER	(i) (ii)	228,641 ------------- 0	0 ------------- 0	0 ------------- 0	7,892 ------------- 0	0 ------------- 0	236,533 ------------- 0	0 ------------- 0
4ELIZABETH JEPPESEN RN BSN SENIOR VP QUALITY	(i) (ii)	199,593 ------------- 0	0 ------------- 0	0 ------------- 0	4,744 ------------- 0	23,779 ------------- 0	228,116 ------------- 0	0 ------------- 0
5MICHAEL J NOVAK VP FINANCE/CFO	(i) (ii)	177,709 ------------- 0	0 ------------- 0	0 ------------- 0	4,160 ------------- 0	21,108 ------------- 0	202,977 ------------- 0	0 ------------- 0
6SUSAN K SEVERSON CPHIT CPHER VP HEALTH INFORMATION TECH	(i) (ii)	164,679 ------------- 0	0 ------------- 0	0 ------------- 0	5,266 ------------- 0	21,158 ------------- 0	191,103 ------------- 0	0 ------------- 0
7KIMBERLY MCCOY DIRECTOR, PROGRAM MANAGEMENT, PROGRA	(i) (ii)	139,060 ------------- 0	0 ------------- 0	0 ------------- 0	5,099 ------------- 0	9,489 ------------- 0	153,648 ------------- 0	0 ------------- 0

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

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

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

STRATIS HEALTH

Employer identification number

41-0971557

Return Reference	Explanation
FORM 990, PART I, LINE 19:	THE NET REVENUE OF ($466,705) REFLECTED IN LINE 19 ON PAGE 1 INCLUDES NON-OPERATING BOARD DESIGNATED EXPENSES THAT ARE NOT FUNDED FROM ANY OF STRATIS HEALTH'S EXISTING BUSINESS. REMOVING THESE BOARD DESIGNATED EXPENSES RESULTS IN A NET REVENUE FROM OPERATIONS OF $151,395 FOR THE FISCAL YEAR ENDED JULY 31, 2024.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	STRATIS HEALTH IS A 501(C)3 NONPROFIT ORGANIZATION DEDICATED TO MAKING LIVES BETTER. WE LEAD COLLABORATION AND INNOVATION IN HEALTH CARE QUALITY AND SAFETY AND SERVE AS A TRUSTED EXPERT IN FACILITATING IMPROVEMENT FOR PEOPLE AND COMMUNITIES. AS A COLLABORATIVE FORCE, THE ORGANIZATION BUILDS CAPABILITY ACROSS SETTINGS AND SERVICES TO ACCELERATE IMPROVEMENT, DEMONSTRATE VALUE, AND FURTHER A HEALTH SYSTEM THAT IS SAFE, EFFECTIVE, TIMELY, PATIENT-CENTERED, EFFICIENT, AND EQUITABLE. OUR MISSION AND VISION ARE SUPPORTED BY VALUES THAT GUIDE OUR EVERYDAY INTERACTIONS. - IN ALL INTERACTIONS AND DECISIONS, WE ARE COMMITTED TO QUALITY, DEFINED AS EXCELLENCE IN EXECUTION; RESPECT, DEFINED AS BEING FAIR AND INCLUSIVE; AND INTEGRITY, DEFINED AS BEING HONEST AND TRANSPARENT. - OUR STAFF EMPHASIZES COLLABORATION TEAMWORK AND PARTNERSHIP IN ALL RELATIONSHIPS. - WE ASPIRE TO BE AN ORGANIZATION WHERE STAFF MEMBERS ARE CONTINUALLY LEARNING, OPTIMISTIC, AND HAVING FUN WHILE DELIVERING HIGH QUALITY WORK. OUR STRATEGIES ALLOW US TO PRIORITIZE IMPROVEMENT EFFORTS THAT EMPOWER THOSE WHO HAVE BEEN HISTORICALLY MARGINALIZED. - CO-DESIGN SYSTEM CHANGES THAT CONNECT HEALTH CARE AND COMMUNITY ORGANIZATIONS TO IMPROVE HEALTH. - ADVANCE A SAFE AND COMPASSIONATE HEALTH CARE ENVIRONMENT FOR THOSE RECEIVING AND THOSE PROVIDING CARE. - ACCELERATE EVIDENCE-INFORMED AND CULTURALLY RESPONSIVE CARE AND SERVICES. OUR STRATEGIES AND PRIORITY POPULATIONS CROSS-OVER BETWEEN AND AMONG THEM, REFLECTING THE INTERSECTIONALITY OF OUR WORK. FOR THE PURPOSE OF THIS REPORT PROJECTS ARE CATEGORIZED INTO SINGLE SECTIONS. WE WORK IN WAYS THAT ARE INCLUSIVE, SYSTEMS ORIENTED, AND CENTERED ON EQUITY. THE WORK WE DO NATIONALLY IS BROAD AND INCLUSIVE, YET FOCUSES ON: - PEOPLE WHO ARE AGE 65 AND OLDER - PEOPLE LIVING IN RURAL PLACES - PEOPLE EXPERIENCING SUBSTANCE USE DISORDERS - PEOPLE EXPERIENCING HEALTH DISPARITIES OUR OUTREACH HAS ALLOWED OUR WORK WITH NATIONAL AUDIENCES WITH A REACH OF CARE SUCH AS: - HEALTH SYSTEMS, HOSPITALS, CLINICS, NURSING HOMES, AND HOME AND COMMUNITY-BASED SERVICES - PAYERS SUCH AS HEALTH PLANS, ACOS AND EMPLOYERS - PUBLIC HEALTH AND COMMUNITY-BASED ORGANIZATIONS STRATIS HEALTH'S TRANSFORMATION FRAMEWORK AIMS TO IMPROVE HEALTH CARE BY FOCUSING ON HEALTH EQUITY, SOCIAL DETERMINANTS OF HEALTH, AND BUILDING RELATIONSHIPS BETWEEN HEALTHCARE AND COMMUNITIES TO ACHIEVE LOWER COST, BETTER CARE, AND BETTER HEALTH. THROUGH STATE, FEDERAL, AND FOUNDATION GRANTS AND CONTRACTS, AS WELL AS CONSULTING SERVICES, OUR STAFF IS INTENTIONAL IN: - DELIVERING DATA-DRIVEN INSIGHTS, EVIDENCE-BASED INTERVENTIONS, AND LEADING-EDGE IMPROVEMENT METHODOLOGIES THAT INSPIRE ORGANIZATIONS AND COMMUNITIES TO ACHIEVE SOLUTIONS TO THEIR MOST COMPLEX AND DIVERSE HEALTH IMPROVEMENT CHALLENGES. - DESIGNING AND PROVIDING TRAINING AND TECHNICAL ASSISTANCE PROGRAMS TO IMPROVE HEALTH AND HEALTH EQUITY IS CORE TO STRATIS HEALTH'S WORK, FACILITATING THE TRANSLATION OF RESEARCH TO PRACTICE. - CREATING STRUCTURED PEER LEARNING AND SHARING PROGRAMS. - LIFTING PROMISING PRACTICES FOR TESTING, REPLICATION, AND DISSEMINATION. - SUPPORTING MULTI-SECTOR COMMUNITY ENGAGEMENT. IN FY24, STRATIS HEALTH'S EDUCATIONAL EVENTS AND ACTIVITIES REACHED NEARLY 12,000 PEOPLE AND OUR TARGETED IMPROVEMENT WORK ENGAGED JUST OVER 2,000 PEOPLE. OUR WORK FOCUS AREA: PEOPLE WHO ARE AGE 65 AND OLDER AS A MEMBER OF THE SUPERIOR HEALTH QUALITY ALLIANCE, A QUALITY INNOVATION NETWORK QUALITY IMPROVEMENT ORGANIZATION (QIO-QIN) FOR MICHIGAN, MINNESOTA, AND WISCONSIN, WE IMPLEMENT INITIATIVES THAT FOCUS ON IMPROVING THE QUALITY OF CARE FOR OLDER ADULTS AND OTHER MEDICARE BENEFICIARIES. THE GOALS OF THE QIO-QIN: - IMPROVE BEHAVIORAL HEALTH OUTCOMES, FOCUSING ON DECREASED OPIOID MISUSE. - INCREASE PATIENT SAFETY, INCLUDING REDUCED ADVERSE DRUG EVENTS. - INCREASE CHRONIC DISEASE MANAGEMENT, FOCUSING ON CARDIAC/VASCULAR HEALTH, DIABETES, AND CHRONIC KIDNEY DISEASE. - INCREASE QUALITY OF CARE TRANSITIONS, INCLUDING REDUCED HOSPITAL READMISSIONS. - IMPROVE NURSING HOME QUALITY. IMPACT OF EDUCATIONAL EVENTS, ACTIVITIES, AND TARGETED IMPROVEMENT WORK - REGISTERED 243 ADDITIONAL USERS IN THE VIVEN HEALTH MODULES TO EDUCATE AND PROMOTE VACCINATIONS RESULTING IN: - 2,328 RESIDENT AND 357 STAFF COVID-19 VACCINATIONS - 205 RESIDENT AND 37 STAFF FLU VACCINATIONS - 356 RESIDENT AND 35 STAFF PNEUMOCOCCAL VACCINATIONS - HOSTED SIX NURSING HOME VIRTUAL EMERGENCY PREPAREDNESS TABLETOP EXERCISES - PRESENTED QIN-QIO WORK IN FOUR POSTERS COMMUNITY HEALTH DISPARITIES REDUCTION, EMERGENCY PREPAREDNESS, CARE COORDINATION, CHRONIC KIDNEY DISEASE AT THE CMS QUALITY CONFERENCE, BALTIMORE, MD, NATIONAL AUDIENCE OF CMS QUALITY IMPROVEMENT CONTRACTORS AND PARTNER ORGANIZATIONS (APPROXIMATELY 5,000 ATTENDEES, IN-PERSON AND VIRTUAL) - HOSTED, FACILITATED, AND PRESENTED THE FINAL THREE OF FIVE COMMUNITY HEALTH IMPROVEMENT COLLABORATIVE VIRTUAL SESSIONS FOCUSED ON ADDRESSING HEALTH-RELATED SOCIAL NEEDS TO REDUCE EMERGENCY DEPARTMENT USE AND HOSPITAL READMISSIONS - PRESENTED: - HOME CARE INTAKE SCRIPTING (HIS) AND HOME CARE ACCEPTANCE TRACKING (HAT) TOOLS AT THE MN HOME CARE ASSOCIATION ANNUAL MEETING - NALOXONE EDUCATION AT THE COMMUNITY OF PRACTICE/DVAC - UNDERSTANDING AND IMPROVING HEALTH EQUITY AT RIDGEVIEW NURSE NAVIGATOR EDUCATION DAY WACONIA, MN - SEPSIS IMPROVEMENT SPRINT WEBINARS THE STRATIS HEALTH COMMUNITY OUTREACH COMMITTEE (COC) CONSISTS OF CONSUMERS AND REPRESENTATIVES FROM ORGANIZATIONS THAT SUPPORT SENIORS. THE COMMITTEE CONVENES QUARTERLY TO DISCUSS, LEARN, AND SHARE HEALTH CARE ISSUES THAT ARE TIMELY AND RELEVANT TO OLDER ADULTS AND MEDICARE BENEFICIARIES. MEETING THEMES FOR 2023-2024 - HOW THE 2023 LEGISLATIVE SESSION RESULTS DO AND DON'T FAVOR OLDER ADULTS IN MN - BEING A SMARTER CONSUMER OF MEDICARE - USING MEDICARE BENEFITS WISELY - ACUTE HOSPITAL AT HOME PROGRAMS IN MINNESOTA: THE STRENGTHS, CHALLENGES, AND OPPORTUNITIES - IMPROVING HEALTH CARE QUALITY, EQUITY, AND SAFETY THROUGH CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES (CLAS) FOCUS AREA: PEOPLE LIVING IN RURAL AREAS UNDERSTANDING HOW CHANGES IN HEALTH CARE DELIVERY AND FINANCING IMPACT RURAL COMMUNITIES AND PROVIDERS CAN LEAD TO MORE EQUITABLE AND EFFECTIVE SOLUTIONS. THE RURAL HEALTH VALUE (RHV) INITIATIVE SUPPORTS HOW EVOLVING HEALTHCARE DELIVERY AND FINANCING SYSTEMS IMPACT RURAL COMMUNITIES AND PROVIDERS. IT PROVIDES RESOURCES, RESEARCH, AND TECHNICAL ASSISTANCE TO HELP RURAL HEALTH CARE ORGANIZATIONS ADAPT TO VALUE-BASED CARE MODELS. BY FOCUSING ON INNOVATION, COLLABORATION, AND SUSTAINABILITY, THE INITIATIVE HELPS ENSURE THAT RURAL COMMUNITIES HAVE ACCESS TO QUALITY CARE. MINNESOTA RURAL FLEX PROGRAM ADDRESSES QUALITY HEALTHCARE IN RURAL COMMUNITIES BY SUPPORTING CRITICAL ACCESS HOSPITALS (CAHS), ENHANCING MEDICAL SERVICES (EMS), AND PROMOTING RURAL HEALTH NETWORKS. RURAL HEALTHCARE PROVIDER TRANSITION PROGRAM (RHPTP) ASSISTS SMALL RURAL HOSPITALS AND RURAL HEALTH CLINICS IN STRENGTHENING THEIR FOUNDATION IN KEY ELEMENTS OF VALUE-BASED CARE. SOAR ECHO (STRATIS HEALTH OPIOID ADDICTION IN RURAL PROJECT ECHO) USES A VIRTUAL TELE-EDUCATIONAL PLATFORM TO CONNECT HEALTHCARE PROVIDERS IN RURAL AREAS WITH SPECIALIST, OFFERING MENTORSHIP AND CASE-BASED LEARNING TO IMPROVE THE QUALITY OF CARE FOR INDIVIDUALS WITH OPIOID USE DISORDER (OUD). MAIN COMPONENTS: - EDUCATION AND NETWORK - ADAPTABLE KNOWLEDGE - ONLINE RESOURCES - FACILITATORS IMPACT OF EDUCATIONAL EVENTS, ACTIVITIES, AND TARGETED IMPROVEMENT WORK - AS PART RURAL HEALTH VALUE (RHV) INITIATIVE: - PRESENTED A VBC LEADERSHIP LEARNING COLLABORATIVE SESSION - PRESENTED "CONSIDERING VALUE-BASED CARE PARTNERSHIPS FOR SUSTAINABILITY" FOR THE FORHP MULTI-PROGRAM GRANTEE MEETING (CONNECT AND ENGAGE FOR RURAL HEALTH GRANTEE MEETING), ATLANTA, GA - HOSTED A VIRTUAL SUMMIT BRINGING INVITED LEADERS FROM PAYER ORGANIZATIONS TO DISCUSS RURAL VALUE-BASED CARE CONTRACTING - HOSTED AND FACILITATED "LET'S TALK ABOUT STATES ADVANCING ALL-PAYER HEALTH EQUITY APPROACHES AND DEVELOPMENT (AHEAD)" WEBINAR - CO-PRESENTED "BIRTHING FRIENDLY HOSPITAL DESIGNATION: RURAL OPPORTUNITIES" FOR THE RHI HUB WEBINAR: HRSA RURAL MATERNAL HEALTH INITIATIVES - PRESENTED "STATE LEVEL STRATEGIES TO ADVANCE VALUE-BASED CARE" FOR THE NRHA ANNUAL CONFERENCE, NEW ORLEANS, LA - FACILITATED "EQUITABLE DISTRIBUTION OF SHARED SAVINGS," THE FOURTH PART OF A LEARNING SERIES - COMPLETED AND POSTED A NEW RURAL HEALTH VALUE SUMMIT REPORT, "DRIVING VALUE THROUGH COMMUNITY-BASED PARTNERSHIPS" - FINALIZED AND POSTED TWO RURAL INNOVATION PROFILES, "IOWA COMMUNITY HEALTH CENTERS AND VALUE-BASED CARE AND "A RURAL ACCOUNTABLE CARE ORGANIZATION'S JOURNEY (SERPA-ACO) - FACILITATED "LET'S TALK ABOUT STATES ADVANCING ALL-PAYER HEALTH EQUITY APPROACHES AND DEVELOPMENT (AHEAD)
FORM 990, PART III, LINE 4A	ADDITIONALLY, CULTURE CARE CONNECTION, OUR ONLINE LEARNING AND RESOURCE CENTER, SUPPORTS CLINICAL AND NON-CLINICAL HEALTH CARE PROFESSIONALS TO REDUCE HEALTH DISPARITIES AND PROMOTE HEALTH EQUITY. ON AVERAGE, THE SITE HAS ABOUT 28,000 VISITORS FROM ACROSS THE COUNTRY EACH YEAR, MANY OF WHOM TAKE THE IMPLICIT BIAS QUIZ AT THE OUTSET. TOOLS AND RESOURCES IN FOUR KEY AREAS FOCUS ON BUILDING SKILLS, KNOWLEDGE, AND COMMITMENT TO ACTION FOR INDIVIDUALS AND ORGANIZATIONS TO: RECOGNIZE AND ADDRESS BIASES THAT CAN LEAD TO INEQUITABLE CARE. PROVIDE CULTURALLY RESPONSIVE CARE TO SUPPORT POSITIVE HEALTH OUTCOMES AND MEET PATIENT NEEDS. EXPLORE AND USE DATA RESOURCES TO DRIVE ACTION THAT WILL SUPPORT THE DELIVERY OF EQUITABLE AND EFFECTIVE HEALTH CARE AND SERVICES. UNDERSTAND HOW SOCIAL DETERMINANTS OF HEALTH AFFECT INDIVIDUALS AND COMMUNITIES AND TAKE ACTION TO ADDRESS THEIR IMPACT. IMPROVING RURAL HEALTH STRATIS HEALTH LEADS THE NATIONAL RURAL QUALITY IMPROVEMENT TECHNICAL ASSISTANCE (RQITA) PROGRAM SUPPORTS QUALITY MEASUREMENT AND IMPROVEMENT BY RURAL CRITICAL ACCESS HOSPITALS ACROSS THE COUNTRY THROUGH THE STATE-BASED MEDICARE RURAL HOSPITAL FLEXIBILITY PROGRAMS (FLEX). OUR FY24 RQITA ACCOMPLISHMENTS INCLUDE PROVIDING SUPPORT TO ALL 45 STATE FLEX PROGRAMS (EITHER 1:1 TECHNICAL ASSISTANCE, CALLS, WEBINARS, OR OTHER EDUCATION SESSIONS) WITH 98% OF STATE FLEX PROGRAMS INDICATING RQITA RESOURCES AND SUPPORT ARE USEFUL AND EFFECTIVE. THE STRATIS HEALTH RQITA TEAM RESPONDED TO NEARLY 300 TECHNICAL ASSISTANCE REQUESTS, WITH AN AVERAGE TIME TO RESOLUTION OF LESS THAN ONE DAY. ADDITIONALLY, WE PROVIDED 30 PRESENTATIONS REACHING NEARLY 1,300 PARTICIPANTS, DISSEMINATED A MONTHLY E-NEWSLETTER, AND POSTED THREE EPISODES OF A PODCAST SERIES, "QUALITY TIME: SHARING PIE (PERFORMANCE IMPROVEMENT EXPERIENCE)" AS PART OF A NATIONAL VIRTUAL QI MENTORS PROGRAM. THE ACHIEVEMENTS INCLUDED: ANTIBIOTIC STEWARDSHIP REPORTING AND IMPLEMENTATION: INCREASED FROM 80% OF CAHS REPORTING FOR THE SURVEY YEAR 2017 (1,076 CAHS) TO 89% OF CAHS REPORTING AS OF THE SURVEY YEAR 2021 (1,160 CAHS, MOST RECENT DATA). DURING THAT TIME, THERE HAS BEEN AN INCREASE FROM 58% TO 89% OF CAHS NATIONALLY THAT ARE MEETING ALL CORE ELEMENTS. EDTC REPORTING AND IMPROVEMENT: EDTC REPORTING STARTED HIGH AT 90% OF CAHS IN Q2 2018 (1,204 CAHS) BUT DIPPED AS LOW AS 77% DURING THE INITIAL PHASES OF THE COVID-19 PANDEMIC (1,025 CAHS REPORTING IN Q1 2020). REPORTING HAS SINCE REBOUNDED TO 90% FOR Q4 2022 (1,210 CAHS). NATIONAL PERFORMANCE ON THE MEASURE HAS RISEN FROM 83% IN Q2 2018 TO 90% IN Q4 2022. HCAHPS REPORTING: INCREASED FROM 87% OF CAHS REPORTING ALL FOUR QUARTERS OF 2017 (1,165 CAHS) TO 93% REPORTING IN ALL FOUR QUARTERS OF 2021 (1,243 CAHS). STRATIS HEALTH CO-LEADS THE NATIONAL RURAL HEALTH VALUE PROGRAM WITH THE UNIVERSITY OF IOWA RUPRI CENTER. IN FY24, WE DEVELOPED THREE RURAL INNOVATION PROFILES FOCUSING ON A RURAL PHYSICIAN-LED ACCOUNTABLE CARE ORGANIZATION IN NEBRASKA, A NETWORK OF FEDERALLY QUALIFIED HEALTH CLINICS IN IOWA, AND THE COLORADO HOSPITAL TRANSFORMATION PROGRAM. PROVIDED TECHNICAL ASSISTANCE FOCUSED ON VALUE-BASED CARE FOR THE FEDERAL OFFICE OF RURAL HEALTH POLICY FUNDED QUALITY PROGRAM GRANTEES THROUGH PRESENTATIONS AND CONSULTATIONS, SUPPORTED A FOUR-PART VIRTUAL LEARNING AND ACTION NETWORK FOCUSES ON HEALTH SYSTEM SUPPORT FOR ENGAGEMENT OF RURAL CLINICS AND HOSPITALS IN VALUE-BASED CARE PAYMENT ARRANGEMENTS, AND HOSTED A VIRTUAL SUMMIT FOCUSED ON "DRIVING VALUE THROUGH COMMUNITY-BASED PARTNERSHIPS." WITH SUPPLEMENTAL FUNDING, THE TEAM ALSO COMPLETED A LANDSCAPE ASSESSMENT, TARGETED SURVEYS, AND INTERVIEWS TO BETTER UNDERSTAND BARRIERS, FACILITATORS, AND IMPLICATIONS OF THE NEW CMS BIRTHING FRIENDLY DESIGNATION FOR RURAL HOSPITALS. THE RURAL HEALTH VALUE TEAM ALSO PROVIDED STATEWIDE EDUCATION AND TARGETED TECHNICAL ASSISTANCE TO FIVE CRITICAL ACCESS HOSPITALS IN NORTH DAKOTA FOCUSED ON VALUE-BASED CARE INFRASTRUCTURE AND COMPETENCIES. AS PART OF THE NATIONAL RURAL HEALTHCARE PROVIDER TRANSITION PROJECT (RHPTP) TEAM LED BY THE NATIONAL RURAL HEALTH RESOURCE CENTER, STRATIS HEALTH PROVIDED IN-DEPTH QUALITY IMPROVEMENT TECHNICAL ASSISTANCE AND COACHING FOR SIX PARTICIPATING SMALL RURAL HOSPITALS AND THEIR AFFILIATED RURAL HEALTH CLINICS IN GEORGIA, KENTUCKY, MAINE, MINNESOTA (2), AND NEW HAMPSHIRE AND LED A FOUR-PART LEARNING COLLABORATIVE FOR 20 ELIGIBLE ORGANIZATIONS (ALL RURAL HOSPITALS AND/OR RHCS) FOCUSED ON QUALITY AND HEALTH EQUITY. THE CENTER DOES A REASSESSMENT WITH THE SITES WE WORK WITH UNDER RHPTP BUT NOT UNTIL 1-YEAR AFTER WE'VE COMPLETED THE ENGAGEMENT. RESULTS WILL BE AVAILABLE TO SHARE ON LAST YEAR'S COHORT IN THE FALL OF 2024. WITH PREVIOUS COHORTS, PARTICIPANTS INDICATED AN AVERAGE 1.5-POINT IMPROVEMENT BASED ON THE COMPARISON OF A PRE/POST INFRASTRUCTURE ASSESSMENT THAT USES A 5-POINT SCALE. IMPROVING PATIENT SAFETY STRATIS HEALTH LEADS THE MINNESOTA ADVERSE HEALTH EVENTS REVIEW OF ROOT CAUSE ANALYSES AND CORRECTIVE ACTION PLANS, AND COACHES AND SUPPORTS HOSPITALS AND AMBULATORY SURGERY CENTERS TO IMPROVE SAFETY. MINNESOTA CREATED THE FIRST ADVERSE HEALTH EVENT REPORTING SYSTEM IN 2003 USING A TRANSPARENT LEARNING AND IMPROVEMENT APPROACH TO MITIGATE AND PREVENT AVOIDABLE PATIENT/FAMILY SUFFERING. IN FY24, STRATIS HEALTH REVIEWED AND ANALYZED ROOT CAUSE ANALYSES AND CORRECTIVE ACTION PLANS REPORTED TO THE MINNESOTA PATIENT SAFETY REGISTRY AND PROVIDED 70 CONSULTS TO MINNESOTA HOSPITALS AND AMBULATORY SURGERY CENTERS FOR THE STATE ADVERSE HEALTH EVENTS REPORTING SYSTEMS. FOR EACH ADVERSE EVENT REPORTED, THE STRATIS HEALTH TEAM WORKS TO SUPPORT THE FACILITIES' EFFORTS TO PREVENT THE EVENT FROM OCCURRING AGAIN. AT THE STATEWIDE PROGRAM LEVEL, WE ADVISE THE MINNESOTA DEPARTMENT OF HEALTH ON TRENDS IN REPORTED SAFETY EVENTS TO GUIDE THE DEVELOPMENT OF STATEWIDE PREVENTION PLANS. AS PART OF THE NATIONAL METHICILLIN-RESISTANT STAPHYLOCOCCUS AUREUS (MRSA) PREVENTION PROGRAM, LED BY NORC AT THE UNIVERSITY OF CHICAGO TOGETHER WITH JOHNS HOPKINS MEDICINE ARMSTRONG INSTITUTE FOR PATIENT SAFETY AND QUALITY, STRATIS HEALTH PROVIDED TECHNICAL ASSISTANCE TO 60 HOSPITAL UNITS INCLUDING INTENSIVE CARE AND OTHER INPATIENT HOSPITAL UNITS, 37 SURGICAL SERVICES UNITS, AND 82 NURSING HOMES FROM ACROSS THE UNITED STATES TO SUPPORT ADOPTION OF EVIDENCE-BASED INFECTION PREVENTION PRACTICES. THE OBJECTIVES ARE TO DEVELOP AND IMPLEMENT INTERVENTIONS TO ASSESS, REINFORCE, AND IMPROVE MULTIPLE DOMAINS OF THE INFECTION PREVENTION PROGRAM AND TO DETERMINE HOW BEST TO ADAPT AND IMPLEMENT THE COMPREHENSIVE UNIT-BASED SAFETY PROGRAM (CUSP) MODEL IN THESE HEALTH CARE SETTINGS. THE CUSP MODEL AIMS TO IMPROVE TEAMWORK, COMMUNICATION, AND THE UNDERSTANDING AND IMPLEMENTATION OF PATIENT SAFETY CULTURE IN PARTICIPATING TEAMS TO ENHANCE THE APPROACHES PARTICIPATING HOSPITALS, SURGICAL SERVICES, AND NURSING HOMES TAKE TO SUCCESSFULLY REDUCE AND PREVENT MRSA TRANSMISSION. THE PROJECT IS IN THE IMPLEMENTATION PHASE, WITH RESULTS AVAILABLE AT A LATER DATE. ADDRESSING THE OPIOID CRISIS SINCE 2018, STRATIS HEALTH HAS A PARTNERSHIP AGREEMENT WITH UNIVERSITY OF NEW MEXICO HEALTH SCIENCES CENTER TO SERVE AS A PROJECT ECHO HUB. EFFECTIVE IMPLEMENTATION OF THE PROJECT ECHO CASE-BASED LEARNING APPROACH IS PART OF STRATIS HEALTH'S INTERVENTIONAL STRATEGIES IN OUD CARE AND TREATMENT. WE ARE CURRENTLY IMPLEMENTING TWO PROJECT ECHO OPIOID PROGRAMS FOR DHS: 1) MIDWEST TRIBAL HEALTH ECHO, IN PARTNERSHIP WITH NACC (NATIVE AMERICAN COMMUNITY CLINIC), AND 2) SOAR (STRATIS HEALTH OPIOID ADDICTION IN RURAL) ECHO. ACROSS BOTH PROJECT ECHOS IN 2023, 65 ECHO SESSIONS WERE HELD; 3,387 PEOPLE ATTENDED THE ECHOS; AND 869 CME CERTIFICATES WERE REQUESTED BY ATTENDEES. WE AVERAGED MORE THAN 52 PARTICIPANTS PER SESSION, AND THEIR EVALUATIONS WERE STRONGLY POSITIVE: 85.2% (1305/1531) INDICATED THAT "THE CONTENT IS USEFUL IN MY JOB" 91.5% (1402/1533) INDICATED THAT "THIS EVENT WAS VALUABLE TO ME"
FORM 990, PART III, LINE 4A	STRATIS HEALTH ALSO RECENTLY COMPLETED THE MINNESOTA DEPARTMENT OF HUMAN SERVICES (DHS)-FUNDED "MAT IN JAILS" PROJECT. IN THIS PROJECT, WE WORKED WITH FIVE COUNTY JAILS IN MINNESOTA TO OFFER MEDICATIONS FOR OPIOID USE DISORDER (MOUD) FOR PEOPLE WHILE THEY ARE INCARCERATED AND SUPPORTING THEIR TRANSITION TO MOUD CARE IN COMMUNITY CLINICS. WITH ONE OF THE PARTICIPATING COUNTIES, WE HELPED A JAIL REDUCE THE AVERAGE TIME BETWEEN A PERSON'S JAIL INTAKE AND MOUD TREATMENT REFERRAL BY 85% (38 DAYS TO UNDER SIX DAYS) AND THE AVERAGE TIME BETWEEN BOOKING AND MOUD INITIATION BY 76% (49 DAYS TO 12 DAYS). ADDITIONALLY, STRATIS HEALTH RECENTLY COMPLETED THE OPIOID PRESCRIBING IMPROVEMENT PROGRAM (OPIP) FOR THE MINNESOTA DEPARTMENT OF HUMAN SERVICES (DHS), 2021-2024. THIS PROJECT AIMED TO IMPROVE OPIOID STEWARDSHIP PRACTICES AND SAFER OPIOID PRESCRIBING BY MN HEALTH CARE PRESCRIBERS. STRATIS HEALTH'S TA WITH PRESCRIBERS IMPROVED UNDERSTANDING OF THEIR PRACTICE AND SUPPORTED TAILORED FEEDBACK ON WHAT THEY COULD DO TO IMPROVE. IT HELPED TO IDENTIFY BEST PRACTICES AND ISSUES THAT WERE BEYOND INDIVIDUAL PRESCRIBERS, AND THESE WERE SHARED WITH DHS.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE (CONTINUED):	- PRESENTED "RURAL-RELEVANT ENGAGEMENT AND VBP MODEL DESIGN" AHIP VBC WORKGROUP - FOR THE RURAL HEALTH VALUE NORTH DAKOTA PROJECT, CO-PRESENTED TO PROVIDE EDUCATION FOR THE LEGISLATURE INTERIM HEALTHCARE COMMITTEE ON VBC/P - SERVED AS FACULTY PRECEPTOR FOR THE QUALITY MODULE OF THE NRHA CERTIFICATION PROGRAM, CEO COHORT - MINNESOTA FLEX PROGRAM - PRESENTED AND FACILITATED THE FINAL THREE FLEX HEALTH EQUITY LEARNING COLLABORATIVE SESSIONS AS PART OF A 15-MONTH COLLABORATIVE FOR THE MINNESOTA DEPARTMENT OF HEALTH RURAL FLEX PROGRAM FOCUSED ON PATIENT, FAMILY, AND COMMUNITY ENGAGEMENT AS FOUNDATION OF HEALTH EQUITY - HOSTED THE THIRD SESSION OF THE FLEX HEALTH EQUITY LEARNING COLLABORATIVE A 15-MONTH COLLABORATIVE FOR THE MINNESOTA DEPARTMENT OF HEALTH RURAL FLEX PROGRAM FOCUSED ON PATIENT, FAMILY, AND COMMUNITY ENGAGEMENT AS FOUNDATION OF HEALTH EQUITY - RURAL HEALTHCARE PROVIDER TRANSITION PROGRAM (RHPTP) - LAUNCHED INTENSIVE TECHNICAL ASSISTANCE FOR THE FIVE SELECTED PARTICIPANTS OF THE RURAL HEALTHCARE PROVIDER TRANSITION PROJECT (RHPTP) YEAR 4 COHORT. THE FIVE PARTICIPANTS ARE ALL SMALL RURAL HOSPITALS OR RURAL HEALTH CLINICS AND LOCATED IN CA, IA, KY, LA, AND TX. PARTICIPANTS APPLIED TO BE PART OF THE NATIONAL PROJECT FUNDED BY THE FEDERAL OFFICE OF RURAL HEALTH POLICY AND LED BY THE NATIONAL RURAL HEALTH RESOURCE CENTER. PARTICIPANTS RECEIVE SIX MONTHS OF INTENSIVE TECHNICAL ASSISTANCE TO HELP THEM PREPARE FOR MOVING INTO VALUE-BASED PAYMENT ARRANGEMENTS, WORKING WITH STRATIS HEALTH ON FOCUSED QUALITY IMPROVEMENT PROJECT, AND RECEIVING A FINANCIAL ASSESSMENT FROM STROUDWATER ASSOCIATES. - PRESENTED ORGANIZATIONAL LEADERSHIP TOWARD VALUE" FOR THE RHPTP HEALTH EDUCATION LEARNING PROGRAM (HELP) WEBINAR SERIES - LAUNCHED TECHNICAL ASSISTANCE FOR SIX SELECTED NATIONAL PARTICIPANTS - PRESENTED "RHPTP HEALTH EQUITY LEARNING COLLABORATIVE," THE LAST TWO IN FOUR-PART LEARNING COLLABORATIVE - PRESENTED "UNDERSTANDING AND IMPROVING HEALTH EQUITY IN RURAL HEALTH CARE SETTINGS," THE THIRD IN A FOUR-PART LEARNING COLLABORATIVE - HOSTED AND CO-FACILITATED STRATIS HEALTH OPIOID ADDICTION IN RURAL (SOAR) ECHO SESSIONS: - SUBSTANCE USE DISORDERS IN THE PALLIATIVE CARE SETTING - CARING FOR PATIENTS WITH CHRONIC PAIN AND OPIOID DEPENDENCE - STEVE RUMMLER HOPE NETWORK OVERVIEW - CLINICAL MANAGEMENT OF METHAMPHETAMINE USE WEBINAR - TOBACCO CESSATION - COMPASSION AND COMPASSION FATIGUE - CONTROLLED SUBSTANCE USE IN VETERINARY PRACTICE - PUBLIC HEALTH AND BIO-SURVEILLANCE - MINNESOTA MEDICAL ASSOCIATION (MMA) LEGISLATION OVERVIEW - MOUD CARE MAP: GETTING MOUD CARE IN PRIMARY CARE CLINICS - GIVING INCARCERATED MOTHERS AND THEIR BABIES A HEALTHY START - STIMULANT MISUSE IN ADOLESCENTS AND YOUNG ADULTS: FROM RESEARCH TO PRACTICE FOCUS AREA: PEOPLE EXPERIENCING SUBSTANCE USE DISORDERS SINCE 2014 STRATIS HEALTH HAS ADDRESSED THE OPIOID CRISIS, FOCUSING ON: - INCREASING ACCESS TO EVIDENCE-BASED AND CULTURALLY RELEVANT CARE. - IMPROVING THE APPROPRIATE PRESCRIBING OF OPIOIDS FOR PAIN MANAGEMENT. - REDUCING DISPARITIES IN CARE AND OUTCOME. STRATIS HEALTH IMPLEMENTS MOUD (MEDICATIONS FOR OPIOID USE DISORDER) IN JAILS AS PART OF ITS COMMITMENT TO EXPANDING ACCESS TO EVIDENCE-BASED ADDITION TREATMENT. PROVIDING THIS TREATMENT ADDRESSES OPIOID USE DISORDER AND REDUCING OVERDOSE RISKS, ESPECIALLY FOLLOWING RELEASE, WHICH IS A VULNERABLE PERIOD. THE MIDWEST TRIBAL ECHO IS A KNOWLEDGE-SHARE INITIATIVE. IT PROVIDES ACCESS TO CULTURALLY RESPONSIVE, PROMISING PRACTICES FOR THE TREATMENT OF SUBSTANCE USE DISORDERS, SPECIFICALLY BUT NOT LIMITED TO OPIOID USE DISORDER (OUD). TOWN (TEAMS OVERCOMING OVERDOSE NEEDS) IS A CLINICAL CARE TEAM-BASED MODEL TO PREVENT OPIOID OVERDOSES IN RURAL AND TRIBAL COMMUNITIES. IT IS A COLLABORATION WITH THE MINNESOTA HEALTH DEPARTMENT. SOAR (STRATIS HEALTH OPIOID ADDICTION IN RURAL) ECHO EXPANDS ACCESS TO AND IMPROVES THE QUALITY OF ADDICTION TREATMENT IN UNDERSERVED AND HARD TO REACH RURAL MINNESOTA AREAS. IMPACT OF EDUCATIONAL EVENTS, ACTIVITIES, AND TARGETED IMPROVEMENT WORK - AS A PART OF THE MN DHS JAIL ECHO PROJECT: - HOSTED "BEST PRACTICES AND WORKFORCE TRAINING BOOTCAMP FOR JAIL ADMINISTRATORS," ST. CLOUD, MN - HOSTED "COMMUNITY OF PRACTICE FOR JAIL ADMINISTRATORS" - FACILITATED "MOUD JAILS ECHO FOR MEDICAL STAFF" - HOSTED THE SIXTH SESSION OF THE OPIOID PRESCRIBING & OVERDOSE PREVENTION LEARNING COLLABORATIVE - PRESENTED "HOW TO IMPLEMENT PROVEN OPIOID STEWARDSHIP STRATEGIES WHILE INTEGRATING QUALITY MEASURES FOR IMPROVED POPULATION HEALTH" WEBINAR FOR THE NATIONAL RURAL HEALTH RESOURCE CENTER AS PART OF THE RURAL HEALTH PROVIDER TRANSITION PROJECT (RHPTP) PROJECT. - CO-FACILITATED THE FINAL TWO OF A NINE-PART SERIES OF QIO MOUD COLLABORATIVE WEBINARS: - SUSTAINING RECOVERY FOR PATIENTS ON MOUD, PART 2 - MANAGEMENT OF PATIENTS ON MOUD WRAP UP - CO-FACILITATED QIO MOUD COLLABORATIVE WEBINARS: - ENSURING MOUD ACROSS THE CARE CONTINUUM: MANAGEMENT OF PATIENTS ON MOUD - ENSURING MOUD ACROSS THE CARE CONTINUUM: MANAGEMENT OF PATIENTS ON MOUD DURING NH STAY - ENSURING MOUD ACROSS THE CARE CONTINUUM: SUSTAINING RECOVERY - TOWN - FOR THE 12 RECENT TOWN SITES, WE FACILITATED 34 NURSE MEETINGS ATTENDED BY 26 UNIQUE INDIVIDUALS REPRESENTING ALL 12 CLINICS. - IN ADDITION TO FACILITATING TOWN NURSE MEETINGS AND PERFORMING SITE VISITS, WE PROVIDED DIRECT, INDIVIDUALIZED TA. TA TOPICS INCLUDED THE FOLLOWING (LISTED IN ORDER FROM MOST-LEAST FREQUENT): DIRECT PATIENT CARE, MEDICATION-RELATED, WORKFLOW, ADMINISTRATIVE, POLICIES AND PROTOCOLS, RESEARCH SUPPORT, COMMUNITY ENGAGEMENT, AND CULTURALLY RESPONSIVE APPROACHES. - THE 12 PARTICIPATING TOWN CLINIC SITES MADE EXCELLENT PROGRESS WITH OUR TA SUPPORT. NEARLY 75% OF PARTICIPATING CLINICS IMPROVED OR MAINTAINED "OPTIMAL" RATINGS FROM THEIR INITIAL TO FINAL MATURITY MATRIX RATINGS. IN AUGUST 2023, ONE OF THE PARTICIPATING CLINICS SAID, "OUR TWO HIGHEST PRESCRIBERS OF OPIOIDS HAVE BOTH CUT THEIR PRESCRIBING IN HALF." A PARTICIPATING NURSE CARE COORDINATOR SAYS IN HER LETTER OF SUPPORT, "FAIRVIEW MESABA CLINIC HAS BEEN COLLABORATING WITH DR. KURT DEVINE AND HIS TEAM SINCE 2018. THEIR WILLINGNESS TO HELP AND SHARE KNOWLEDGE HAS MADE OUR TOWN CLINIC SO SUCCESSFUL." - SOAR ECHO - ACROSS BOTH PROJECT ECHOS IN 2023, 65 ECHO SESSIONS WERE HELD; 3,387 PEOPLE ATTENDED THE ECHOS; AND 869 CME CERTIFICATES WERE REQUESTED BY ATTENDEES. WE AVERAGED MORE THAN 52 PARTICIPANTS PER SESSION, AND THEIR EVALUATIONS WERE STRONGLY POSITIVE, WITH OVER 85% SAYING "THE CONTENT IS USEFUL IN MY JOB, AND 91.5% SAYING "THIS EVENT WAS VALUABLE TO ME. FOCUS AREA: PEOPLE EXPERIENCING HEALTH DISPARITIES STRATIS HEALTH IS COMMITTED TO ENSURING THAT QUALITY HEALTH CARE IS DELIVERED IN A FAIR, INCLUSIVE, AND JUST MANNER TO IMPROVE THE LIVES OF INDIVIDUALS, COMMUNITIES, AND POPULATIONS. TO DO THIS, WE KNOW THAT HEALTH EQUITY MUST BE CENTERED IN OUR WORK OUR OPERATING PREMISE IS THAT WITHOUT EQUITY, THERE CANNOT BE QUALITY. WE ALSO KNOW THAT THE LACK OF EQUITY IN HEALTH CARE PLANNING AND DELIVERY HEIGHTENS HEALTH DISPARITIES FOR VULNERABLE AND AT-RISK COMMUNITIES. PATH (PARTNERSHIP TO ADVANCE TRIBAL HEALTH) IS A PROJECT FOCUSED ON IMPROVING THE HEALTH OF AMERICAN INDIAN AND ALASKA NATIVE PEOPLE. THE INITIATIVE PROVIDES TECHNICAL ASSISTANCE AND TRAINING IN QUALITY IMPROVEMENT AND SAFETY CULTURE TO INDIAN HEALTH SERVICES (IHS) HOSPITALS. STRATIS HEALTH SERVED IN LOCAL AND NATIONAL ROLES. CLAS (CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES) PROVIDES HEALTH CARE SERVICES DESIGNED TO A PERSON'S CULTURE AND LANGUAGE PREFERENCES. THE SERVICE CAN ASSIST IN PROMOTING QUALITY CARE FOR ALL INDIVIDUALS, WITH A GOAL OF REDUCING HEALTH DISPARITIES AND ACHIEVING HEALTH EQUITY. STRATIS HEALTH OFFERS CULTURE CARE CONNECTION TO CLINICAL AND NON-CLINICAL HEALTH CARE PROFESSIONALS. IT IS AN ONLINE LEARNING AND RESOURCE CENTER, THAT SERVES AS A GUIDE TO REDUCE HEALTH DISPARITIES AND PROMOTE HEALTH EQUITY. THE SITE HAS VISITORS FROM ACROSS THE COUNTRY, MANY OF WHOM TAKE THE IMPLICIT BIAS QUIZ AT THE OUTSET. TOOLS AND RESOURCES IN FOUR KEY AREAS FOCUS ON BUILDING SKILLS, KNOWLEDGE, AND COMMITMENT TO ACTION FOR INDIVIDUALS AND ORGANIZATIONS TO: - RECOGNIZE AND ADDRESS BIASES THAT CAN LEAD TO INEQUITABLE CARE. - PROVIDE CULTURALLY RESPONSIVE CARE TO SUPPORT POSITIVE HEALTH OUTCOMES AND MEET PATIENT NEEDS. - EXPLORE AND USE DATA RESOURCES TO DRIVE ACTION THAT WILL SUPPORT THE DELIVERY OF EQUITABLE AND EFFECTIVE HEALTH CARE AND SERVICES. - UNDERSTAND HOW SOCIAL DETERMINANTS OF HEALTH AFFECT INDIVIDUALS AND COMMUNITIES AND TAKE ACTION TO ADDRESS THEIR IMPACT.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE (CONTINUED):	IMPACT OF EDUCATIONAL EVENTS, ACTIVITIES, AND TARGETED IMPROVEMENT WORK - PATH: - CO-PRESENTED "USING COMMUNITY HEALTH ASSESSMENTS AND LEVERAGING COMMUNITY RESOURCES TO IMPROVE HEALTH EQUITY AND REDUCE HEALTH CARE DISPARITIES" BREAKOUT SESSION AT THE CMS QUALITY CONFERENCE, BALTIMORE, MD - HOSTED AND FACILITATED SIX AMERICAN INDIAN FAMILY EDUCATION DIABETES SERIES SESSIONS - CLAS: - PROVIDED INTENSIVE ONE-ON-ONE TECHNICAL ASSISTANCE THROUGH OUR WORK WITH ORGANIZATIONAL CLAS ASSESSMENTS. THESE ASSESSMENTS ARE ANALYZED AND TRANSLATED INTO WORK PLANS FOR DHS GRANTEES WHO ARE WORKING TO IMPLEMENT CLAS STANDARDS. - CCC: - FOR FY24 THERE 19,000 VISITORS TO THE SITE AND 895 PEOPLE PARTICIPATED IN THE IMPLICIT BIAS QUIZ
FORM 990, PART VI, SECTION A, LINE 1A	THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE VICE CHAIR, THE IMMEDIATE PAST CHAIR, THE SECRETARY AND AT LEAST ONE OTHER DIRECTOR DESIGNATED BY THE BOARD. THE CHAIR OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. DURING SUCH INTERVALS AND SUBJECT TO SUCH CONTROL AND DIRECTION, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION, SUBJECT TO SUCH LIMITATIONS AS THE BOARD OF DIRECTORS MAY IMPOSE FROM TIME TO TIME.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED BY THE CFO AND CONTROLLER, AND COPIES OF THE RETURN ARE PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION OF ITS ACCEPTANCE TO THE BOARD. THE BOARD IS PROVIDED A COPY TO REVIEW PRIOR TO APPROVAL FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12C	STRATIS HEALTH HAS AN ORGANIZATIONAL CONFLICT OF INTEREST POLICY WHICH IS INCORPORATED INTO ITS COMPLIANCE PLAN INITIALLY UPON ELECTION TO THE STRATIS HEALTH BOARD OF DIRECTORS AND HIRE TO THE ORGANIZATON AND ON AN ANNUAL BASIS, ALL STRATIS BOARD MEMBERS, SENIOR MANAGEMENT AND OTHER KEY STRATIS HEALTH PERSONNEL ARE REQUIRED TO REVIEW THE POLICY AND COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE SO THAT STRATIS HEALTH IS AWARE AND ABLE TO DEVELOP MITIGATION PLANS TO MANAGE ANY POTENTIAL, PERCEIVED OR REAL CONFLICTS. THE PROCESS IS MANAGED BY STRATIS HEALTH'S SENIOR VICE PRESIDENT ADMINISTRATION/COMPLIANCE OFFICER. EACH RESPONSIBLE PERSON SHALL BE REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. THIS SHALL BE DONE ANNUALLY BE EACH RESPONSIBLE PERSON. A DIRECTOR, OFFICER OR KEY PERSONNEL WHO HAS A CONFLICT OF INTEREST SHALL REPORT ALL FACTS MATERIAL TO THE CONFLICT TO THE CHAIR OF THE BOARD. THE CHAIR SHALL REPORT DISCLOSURE TO STRATIS HEALTH'S COMPLIANCE OFFICER AND AT THE MEETING, THE DISCLOSURE SHALL BE REFLECTED IN THE MEETING MINUTES. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OR COMMITTEE DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS DONE BY SECRET BALLOT
FORM 990, PART VI, SECTION B, LINE 15	IN ACCORDANCE WITH INTERNAL REVENUE CODE (IRC SECTION 4958) STRATIS HEALTH IMPLEMENTED AN EXECUTIVE COMPENSATON INTERMEDIATE SANCTIONS COMPLIANCE PLAN (ISCP) IN 2005. THE COMPENSATON SETTING COMMITTEE IS COMPRISED OF MEMBERS OF STRATIS HEALTH'S EXECUTIVE/FINANCE BOARD COMMITTEE. THE COMMITTEE SERVES AS THE DECISION-MAKING BODY IN DETERMINING REASONABLE LEVELS OF COMPENSATION AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICERS POSITIONS. THE COMMITTEE IS RESPONSIBLE FOR GATHERING SALARY AND BENEFIT COMPARABILITY DATA, WHICH IS DONE ON A BI-ANNUAL BASIS BASED ON REVIEW AND APPROVAL OF THE DATA. THE COMMITTEE IS RESPONSIBLE FOR APPROVING AND FINALIZING THE SALARY RANGE FOR EACH OF THE REVIEWED POSITIONS. THE COMMITTEE ALSO HAS THE RESPONSIBILITY TO APPROVE THE CHIEF EXECUTIVE OFFICER'S SALARY INCREASE ON AN ANNUAL BASIS. THE COMMITTEE ENGAGES A CONSULTANT TO CONDUCT AN INDEPENDENT SURVEY AND REVIEW OF THE SALARY DATA COLLECTED. THIS PROCESS WAS LAST CONDUCTED IN 2019 FOR OFFICERS OF STRATIS HEALTH.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION PROVIDES THE FOLLOWING UPON REQUEST: A DESCRIPTION OF ITS PROGRAM ACTIVITIES AND ACCOMPLISHMENTS AND GEOGRAPHIC AREA SERVED, A SUMMARY OF THE TOTAL COST OF EACH MAJOR PROGRAM (THE THE EXTENT REQUIRED IN THE IRS FORM 990) AND A LIST OF THE ORGANIZATON'S BOARD OF DIRECTORS. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11G	OTHER FEES: PROGRAM SERVICE EXPENSES 537,888. MANAGEMENT AND GENERAL EXPENSES 453,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 991,557.

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:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

STRATIS HEALTH

Employer identification number

41-0971557

Part I

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

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

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)MINNESOTA ALLIANCE FOR PATIENT SAFETY 3001 METRO DRIVE NO 280 BLOOMINGTON,MN55425 45-4173347	PATIENT SAFETY	MN	501(C)(3)	LINE 10	N/A		No

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

Cat. No. 50135Y

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

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

Yes

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

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

Yes

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

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

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

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

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

Schedule R (Form 990) 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

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	5,439,688	6,751,035
9	Program service revenue (Part VIII, line 2g) .........	1,749,849	686,510
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1	0
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	7,189,538	7,437,545
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	67,500	45,000
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)	5,573,871	6,098,968
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)....	1,579,444	1,760,282
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	7,220,815	7,904,250
19	Revenue less expenses. Subtract line 18 from line 12.......	-31,277	-466,705
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	5,911,746	5,332,830
21	Total liabilities (Part X, line 26).............	1,308,126	887,979
22	Net assets or fund balances. Subtract line 21 from line 20.....	4,603,620	4,444,851

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,473,771 including grants of $ 45,000 ) (Revenue $ 686,510 )
	SEE SCHEDULE O.

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 expenses4,473,771

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MICHAEL J NOVAK........................................................................ VP FINANCE/CFO	40.00 .......................	X		177,709	0	25,268
(19) JANE PEDERSON MD........................................................................ CHIEF MEDICAL QUALITY OFFICER	32.00 .......................		X	228,641	0	7,892
(20) CATHERINE WEIK MAL SPHR........................................................................ SENIOR VP ADMIN	40.00 .......................		X	213,872	0	28,215
(21) ELIZABETH JEPPESEN RN BSN........................................................................ SENIOR VP QUALITY	40.00 .......................		X	199,593	0	28,523
(22) SUSAN K SEVERSON CPHIT CPHER........................................................................ VP HEALTH INFORMATION TECH	40.00 .......................		X	164,679	0	26,424
(23) KIMBERLY MCCOY........................................................................ DIRECTOR, PROGRAM MANAGEMENT, PROGRAM OPERATION	40.00 .......................		X	139,060	0	14,588

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,436,015	0	159,259

1	Briefly describe the organization’s mission or most significant activities: LEADING COLLABORATION AND INNOVATION IN HEALTH CARE QUALITY AND SAFETY
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	15
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	43
6	Total number of volunteers (estimate if necessary) .............	6	15
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

(A) Name and business address	(B) Description of services	(C) Compensation
SGH COMMUNICATIONS INC 15500 CREST DRIVE BURNSVILLE,MN55306	COMMUNICATIONS CONSULTANT	106,025




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 1

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	6,751,035

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

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

h Total. Add lines 1a-1f.......		6,751,035

		Business Code
2a	FEES AND CONTRACTS	900099	686,510	686,510
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		686,510

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			7,437,545	686,510	0	0

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	45,000	45,000
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 ...........	1,296,954	770,774	526,180
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........	2,790,816	1,658,570	1,132,246
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	144,589	78,435	66,154
9	Other employee benefits .......	1,527,968	828,874	699,094
10	Payroll taxes ...........	338,641	183,702	154,939
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,085		1,085
c	Accounting ...........	43,369		43,369
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)	991,557	537,888	453,669
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	299,407	162,419	136,988
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	66,958	46,372	20,586
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	30,595	16,597	13,998
23	Insurance ...	59,756		59,756
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	OTHER EXPENSES	153,351	83,188	70,163
b	DUE & SUBSCRIPTIONS	67,238	36,474	30,764
c	DATA PROCESSING	46,966	25,478	21,488
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	7,904,250	4,473,771	3,430,479	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,008,029	1	802,780
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			636,853	3	694,798
4	Accounts receivable, net .............			566,119	4	655,359
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			65,298	9	71,817
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,050,907
b	Less: accumulated depreciation	10b	2,032,430	48,219	10c	18,477
11	Investments—publicly traded securities .			3,107,646	11	2,928,985
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			479,582	15	160,614
16	Total assets. Add lines 1 through 15 (must equal line 33)...			5,911,746	16	5,332,830

17	Accounts payable and accrued expenses .....	696,179	17	681,834
18	Grants payable ...		18
19	Deferred revenue .........	87,821	19	42,888
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	39,962	24	0
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	484,164	25	163,257
26	Total liabilities. Add lines 17 through 25..	1,308,126	26	887,979

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,603,620	27	4,444,851
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	4,603,620	32	4,444,851
33	Total liabilities and net assets/fund balances ........	5,911,746	33	5,332,830