TY 2024 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) ROSS R BULLARD...................................................................... DIRECTOR & TREASURER	2.00 ................. 43.00	X	X	0	313,880	105,567
(2) ISAAC CHRISTIENSON...................................................................... DIRECTOR	2.00 ................. 0.00	X		1,200	0	0
(3) RICK DADO...................................................................... DIRECTOR & VICE CHAIR	2.00 ................. 0.25	X	X	1,200	0	0
(4) JASON GALLAGHER...................................................................... DIRECTOR	2.00 ................. 48.00	X		0	425,637	117,945
(5) MAI XIA HER-WARNER...................................................................... DIRECTOR	2.00 ................. 0.25	X		1,200	0	0
(6) STEVEN J LONG MD...................................................................... DIRECTOR	0.25 ................. 57.25	X		0	426,424	71,627
(7) CHRIS PETERSEN...................................................................... DIRECTOR	2.00 ................. 0.25	X		1,200	0	0
(8) MARTIN E RICHARDS MD...................................................................... DIRECTOR	0.25 ................. 39.75	X		0	547,694	73,556
(9) JANE JOHNSON...................................................................... DIRECTOR & SECRETARY	2.00 ................. 0.25	X	X	1,200	0	0
(10) ORALEE SCHOCK...................................................................... DIRECTOR & CHAIR	2.00 ................. 0.25	X	X	1,200	0	0
(11) MARYANN SCOGLIO APRN...................................................................... DIRECTOR	0.25 ................. 59.75	X		0	184,639	52,017
(12) CHUCK WILLIAMSON...................................................................... DIRECTOR	2.00 ................. 0.25	X		1,200	0	0
(13) DEBRA A RUDQUIST...................................................................... PRESIDENT	0.25 ................. 44.75		X	0	414,133	67,666
(14) KEVIN M JUST...................................................................... VP PATIENT CARE SERVICES	0.25 ................. 49.75		X	237,730	0	24,234
(15) ALITA R RISINGER...................................................................... CFO (JULY - DEC)	0.25 ................. 49.75		X	0	725,287	155,052
(16) DOUGLAS E JOHNSON...................................................................... CFO (DEC - JUN)	0.00 ................. 40.00		X	0	511,654	29,214
(17) PATRICK D SURA MD...................................................................... CHIEF MED OFFICER (JAN-OCT)	0.00 ................. 40.00		X	0	441,054	71,929

(A) Name and business address	(B) Description of services	(C) Compensation
RIVER VALLEY ANESTHESIA INC PO BOX 118 NEW RICHMOND,WI54017	NURSE ANESTHETISTS	1,105,162
CHG COMPANIES INC PO BOX 972651 DALLAS,TX75397	MEDICAL STAFFING	790,204
KRAUS-ANDERSON CONSTRUCTION CO 501 S 8TH ST MINNEAPOLIS,MN55404	CONSTRUCTION	788,848
WEATHERBY LOCUMS INC PO BOX 972633 DALLAS,TX75397	MEDICAL STAFFING	770,704
HEALOGICS WOUND CARE & HYPERBARIC SERVIC 28525 NETWORK PLACE CHICAGO,IL60673	PROFESSIONAL SERVICES	322,814
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 8

- 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

2024

Open to Public
Inspection

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

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) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

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 ......... Right Arrow

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization AMERY REGIONAL MEDICAL CENTER INC

Part I	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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization AMERY REGIONAL MEDICAL CENTER INC		Employer identification number 39-0908320

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization AMERY REGIONAL MEDICAL CENTER INC			Employer identification number 39-0908320
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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

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

right arrow

Complete if the organization is described below. 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

2024

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

Part I-A

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

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

Political campaign activity expenditures. See instructions .................................................................... right arrow

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

Part I-B

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

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

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

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

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

Yes No

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

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

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

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

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

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

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

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

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

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

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

(a)

Yes

(b)

Amount

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

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

Part IV

Supplemental Information

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

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

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

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) (Rev. 1-2025)

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 .....	983,722		983,722
b	Buildings ....	35,465,932	21,969,360	13,496,572
c	Leasehold improvements	860,777	623,321	237,456
d	Equipment ....	34,475,985	28,493,550	5,982,435
e	Other .....	30,279	12,242	18,037
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				20,718,222

Schedule D (Form 990) (Rev. 1-2025)

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
LEASE OBLIGATION	181,083








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	181,083
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) (Rev. 1-2025)

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:

AMERY REGIONAL MEDICAL CENTER, INC. IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. JUDGMENT IS REQUIRED IN DETERMINING HP'S EFFECTIVE TAX RATE AND IN EVALUATING ITS TAX POSITION. HP ESTABLISHES ACCRUALS FOR UNCERTAIN TAX POSITIONS WHEN, DESPITE THE BELIEF THAT HP'S TAX RETURN POSITIONS ARE FULLY SUPPORTABLE, HP BELIEVES THAT ITS POSITION MAY NOT BE FULLY SUSTAINED, PRIMARILY GIVEN THE RISKS ASSOCIATED WITH TAX LITIGATION OR DISPUTES. THE UNCERTAIN TAX POSITION ACCRUALS ARE ADJUSTED IN LIGHT OF CHANGING FACTS AND CIRCUMSTANCES, SUCH AS THE PROGRESS OF TAX AUDITS, CASE LAW, AND EMERGING LEGISLATION. HP'S EFFECTIVE TAX RATE INCLUDES THE IMPACT OF CHANGES TO THE ACCRUALS FOR UNCERTAIN TAX POSITIONS. HP CLASSIFIES INTEREST AND PENALTIES ON TAX-RELATED MATTERS AS INCOME AND OTHER TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2024 OR 2023 FOR UNRECOGNIZED TAX BENEFITS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .			1,668,660		1,668,660	2.070 %
b	Medicaid (from Worksheet 3, column a) . . . . .			10,055,867	10,007,029	48,838	0.060 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .			11,724,527	10,007,029	1,717,498	2.130 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	9	112	136,401		136,401	0.170 %
f	Health professions education (from Worksheet 5) . . .	2	8	274,271		274,271	0.340 %
g	Subsidized health services (from Worksheet 6) . . . .	3		2,351,285		2,351,285	2.910 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	4		128,278		128,278	0.160 %
j	Total. Other Benefits . .	18	120	2,890,235		2,890,235	3.580 %
k	Total. Add lines 7d and 7j .	18	120	14,614,762	10,007,029	4,607,733	5.710 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	1	0	798		798	0 %
4	Environmental improvements	1	0	10,067		10,067	0.010 %
5	Leadership development and training for community members
6	Coalition building	1	0	1,995		1,995	0 %
7	Community health improvement advocacy
8	Workforce development	2	85	48,188		48,188	0.060 %
9	Other
10	Total	5	85	61,048		61,048	0.070 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

2,557,811

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

1,100,201

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

25,186,582

Enter Medicare allowable costs of care relating to payments on line 5.....

25,186,582

Subtract line 6 from line 5. This is the surplus (or shortfall)........

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	AMERY REGIONAL MEDICAL CENTER 265 GRIFFIN STREET EAST AMERY,WI54001 WWW.AMERYMEDICALCENTER.ORG CAH CERT LICENSE 1010	X	X	X	X

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	AMERY REGIONAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 24

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE PART V SECTION C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): HTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITY

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	AMERY REGIONAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 300.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE NOTES

The FAP application form was widely available on a website (list url):

SEE NOTES

A plain language summary of the FAP was widely available on a website (list url):
SEE NOTES

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	AMERY REGIONAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	AMERY REGIONAL MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
AMERY REGIONAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 5: AS PART OF THE 2024 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), HEALTHPARTNERS SOUGHT BROAD COMMUNITY INPUT TO ENSURE THE PERSPECTIVES OF THOSE MOST IMPACTED BY HEALTH NEEDS WERE INCLUDED. THESE CONVERSATIONS WERE DESIGNED TO ELEVATE THE VOICES OF COMMUNITY MEMBERS, PARTICULARLY THOSE FROM UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, AND TO ENSURE THAT INPUT FROM A WIDE RANGE OF STAKEHOLDERS HELPED INFORM THE CHNA FINDINGS. COMMUNITY CONVERSATIONS WERE FACILITATED WITH LOCAL PARTNERS AND STAKEHOLDERS INCLUDING:HEALTHPARTNERS SYSTEMWIDE STAKEHOLDER GROUPS: COMMUNITY ADVISORY COUNCIL, ADVISORY COUNCIL ON SOCIAL DRIVERS OF HEALTH, COMMUNITY AND ADVOCACY CORNERSTONE, SOCIAL DRIVERS OF HEALTH INTERNAL STAKEHOLDERS, HEALTHPARTNERS DISABILITY COLLEAGUE RESOURCE GROUP, MAKE IT OK STEERING COMMITTEE, MENTAL HEALTH & WELL-BEING STAKEHOLDERS, ACCESS TO CARE STAKEHOLDERS, BLACK AND AFRICAN AMERICAN COLLEAGUE RESOURCE GROUP, TEEN LEADERSHIP COUNCIL, AND LEADERS OF COLOR COLLEAGUE RESOURCE GROUP.AMERY REGIONAL MEDICAL CENTER - SPECIFIC PARTNERS AND GROUPS: PARTNERS FOR RECOVERY, TRANSITION OF CARE COALITION, POLK COUNTY COMMUNITY SERVICES DIVISION, AMERY HOSPITAL PATIENT AND FAMILY ADVISORY COUNCIL, ST. CROIX HEALTH LEADERS AND STAFF, OSCEOLA MEDICAL CENTER PATIENT AND FAMILY ADVISORY COUNCIL, AMERY FAITH LEADERS, PARTICIPANTS AT THE POLK COUNTY FAIR, AND PARTICIPANTS AT THE ST. CROIX TRIBAL HEALTH SHOWCASE.HUDSON HOSPITAL - SPECIFIC PARTNERS AND GROUPS: HUDSON AND WESTFIELDS HOSPITAL PATIENT & FAMILY ADVISORY COUNCIL AND NEW RICHMOND MINISTERIUM.HUTCHINSON HEALTH - SPECIFIC PARTNERS AND GROUPS: MCLEOD COUNTY STAKEHOLDER MEETING, HUTCHINSON FARMER'S MARKET, COMMUNITY NEEDS ASSESSMENT MEETING. LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC - SPECIFIC PARTNERS AND GROUPS: STILLWATER COMMUNITY HEALTH ACTION TEAM, COMMUNITY THREAD, AND LAKEVIEW PATIENT AND FAMILY ADVISORY COUNCIL.HEALTHPARTNERS RC (DBA OLIVIA HOSPITAL & CLINIC) - SPECIFIC PARTNERS AND GROUPS: OLIVIA HOSPITAL AND CLINIC FOUNDATION, RENVILLE COUNTY HOUSING COMMITTEE, RENVILLE - KANDIYOHI COUNTY COMMUNITY HEALTH ASSESSMENT MEETING.PARK NICOLLET METHODIST HOSPITAL - SPECIFIC PARTNERS AND GROUPS: SENIOR COMMUNITY SERVICES, ST. LOUIS PARK MENTAL HEALTH COLLABORATIVE, CRG COMMUNITY LEADERS, PARK NICOLLET YOUTH VOLUNTEERS, PARK NICOLLET FOUNDATION BOARDREGIONS HOSPITAL - SPECIFIC PARTNERS AND GROUPS: REGIONS COMMUNITY MEETING, RAMSEY COUNTY ADULT MENTAL HEALTH COMMUNITY ADVISORY COUNCIL, REGIONS HEALTH EQUITY COMMITTEE, REGIONS PATIENT AND FAMILY ADVISORY COUNCIL.WESTFIELDS HOSPITAL - SPECIFIC PARTNERS AND GROUPS: WESTFIELDS AND HUDSON PATIENT & FAMILY ADVISORY COUNCIL AND NEW RICHMOND MINISTERIUM.
AMERY REGIONAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 6A: HEALTHPARTNERS COLLABORATED ACROSS EIGHT HOSPITALS WITHIN ITS FAMILY OF CARE FOR THE 2024 CHNA:HUDSON HOSPITALWESTFIELDS HOSPITALLAKEVIEW HOSPITALREGIONS HOSPITALHUTCHINSON HEALTHHEALTHPARTNERS RC D/B/A OLIVIA HOSPITAL & CLINICPARK NICOLLET METHODIST HOSPITALAMERY REGIONAL MEDICAL CENTER
AMERY REGIONAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 6B: HEALTHPARTNERS INSTITUTE
AMERY REGIONAL MEDICAL CENTER, INC.	PART V, SECTION B, LINE 11: THE 2024 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED THREE PRIORITY COMMUNITY HEALTH NEEDS:MENTAL HEALTH AND WELL-BEING SUPPORTING EMOTIONAL, PSYCHOLOGICAL, AND SOCIAL WELL-BEING; REDUCING STIGMA; AND IMPROVING ACCESS TO MENTAL HEALTH SERVICES AND RESOURCES.SOCIAL DRIVERS OF HEALTH ADDRESSING COMMUNITY AND ENVIRONMENTAL CONDITIONS THAT AFFECT HEALTH, SUCH AS INCOME, HOUSING, FOOD ACCESS, EDUCATION, TRANSPORTATION, CHILDCARE, BELONGING, SAFETY, AND CLIMATE IMPACTS.ACCESS TO CARE ENSURING EQUITABLE ACCESS TO CONVENIENT, AFFORDABLE, SAFE, CULTURALLY RESPONSIVE, AND HIGH-QUALITY HEALTH CARE.THE 2025 - 2027 IMPLEMENTATION STRATEGY, WHICH RESPONDS TO THESE NEWLY IDENTIFIED NEEDS, WILL BE ADOPTED AND REPORTED ON BEGINNING IN 2025.DURING FISCAL YEAR 2024, HEALTHPARTNERS HOSPITALS CONTINUED TO IMPLEMENT STRATEGIES ALIGNED WITH THE 2021 CHNA PRIORITIES, WHICH INCLUDED ACCESS TO CARE, ACCESS TO HEALTH, MENTAL HEALTH AND WELL-BEING, NUTRITION AND PHYSICAL ACTIVITY, AND SUBSTANCE USE. PROGRESS ON THESE STRATEGIES ACROSS THE HEALTHPARTNERS HOSPITALS IS DESCRIBED BELOW.NEED: ACCESS TO CAREGOAL: IMPROVE ACCESS TO CARE THAT IS APPROPRIATE, AFFORDABLE, AND CONVENIENT. STRATEGIES:LEVERAGE TECHNOLOGY:CONTINUED THE USE OF TECHNOLOGY TO ENGAGE PATIENTS AND SUPPORT PREVENTIVE AND CHRONIC CARE. EFFORTS INCLUDED ENHANCING MOBILE CHECK-IN AND TEXT COMMUNICATIONS, INCREASING MYCHART ACCOUNT CREATION AND ONLINE SCHEDULING AND IMPROVING PATIENT ARRIVAL EFFICIENCY. VIRTUAL CARE SERVICES IN PRIMARY CARE CONTINUED TO ADVANCE, INCLUDING THE REFINEMENT AND SPREAD OF VIRTUALIST AND ADVANCED PRACTICE CLINICIAN (APC) CARE MODELS. MYCHART WAS ALSO USED TO DELIVER PROACTIVE OUTREACH, HELPING PATIENTS STAY UP TO DATE ON PREVENTIVE SCREENINGS AND CHRONIC CONDITION MANAGEMENT.CARE COORDINATION:CARE COORDINATION STRATEGIES CONTINUED TO FOCUS ON TRANSITION CARE MANAGEMENT AND SUPPORTING HIGH-RISK PATIENTS TO PREVENT HOSPITAL AND EMERGENCY DEPARTMENT READMISSIONS. REGISTERED NURSES CONDUCTED OUTREACH TO COORDINATE CARE, AND DEDICATED HOSPITAL FOLLOW-UP VISIT TYPES REMAINED IN PLACE TO HELP PATIENTS SEE THEIR PRIMARY CARE CLINICIANS WITHIN ONE TO TWO WEEKS POST-DISCHARGE.ADVISORY COUNCILS:HEALTHPARTNERS CONTINUED TO HOLD QUARTERLY PATIENT ADVISORY COUNCIL MEETINGS TO GATHER INSIGHTS AND IMPROVE THE CARE EXPERIENCE. FEEDBACK FROM THESE COUNCILS INFORMED EFFORTS TO ENHANCE PATIENT SATISFACTION AND GUIDE SERVICE IMPROVEMENTS.COMMUNITY SENIOR CARE:CONTINUED THE COMMUNITY SENIOR CARE PROGRAM, WHICH SUPPORTS OLDER ADULTS DURING CARE TRANSITIONS BY BRINGING CLINICIANS INTO THE HOME. THE PROGRAM EMPHASIZES NURSING EDUCATION ALONGSIDE CLINICAL CARE TO ADDRESS PATIENTS' MEDICAL NEEDS, SOCIAL DRIVERS OF HEALTH AND PERSONAL GOALS OF CARE. TEAMS WORKED CLOSELY WITH CARE COORDINATION AND SOCIAL WORK STAFF TO ENSURE SMOOTH TRANSITIONS AFTER DISCHARGE, REDUCE READMISSIONS, AND IMPROVE OVERALL QUALITY OF LIFE FOR PATIENTS WITH COMPLEX NEEDS.COMMUNITY PARAMEDICINE: THE COMMUNITY PARAMEDICINE PROGRAM PROVIDES FOLLOW-UP HOME VISITS FOR PATIENTS RECENTLY DISCHARGED FROM THE HOSPITAL, WITH A FOCUS ON THOSE MANAGING CHRONIC CONDITIONS SUCH AS CONGESTIVE HEART FAILURE. THESE VISITS HELP SUPPORT RECOVERY, REDUCE READMISSIONS AND CONNECT PATIENTS WITH ADDITIONAL RESOURCES.HOMECARE:CONTINUED TO PROVIDE COMPASSIONATE, IN-HOME CARE FOR PATIENTS WITH SERIOUS ILLNESSES WHILE SUPPORTING THEIR CAREGIVERS. ONGOING QUALITY IMPROVEMENT EFFORTS FOCUSED ON REDUCING AVOIDABLE HOSPITALIZATIONS THROUGH EARLY FOLLOW-UP VISITS, USE OF AN AUDIT TOOL TO ASSESS PREVENTABILITY, AND ENHANCED MEDICATION EDUCATION. THESE EFFORTS HELP ENSURE PATIENTS RECEIVE TIMELY, COORDINATED CARE IN THE COMFORT OF THEIR OWN HOMES.TO SUPPORT MEDICATION SAFETY, A COMMITTEE WAS FORMED, A PATIENT HANDBOOK WAS INTRODUCED, AND MONTHLY AUDITS WERE CONDUCTED. PATIENTS RECEIVED A MEDICATION BIN TO USE DURING VISITS, AND NOTEBOOKS TO TRACK QUESTIONS, HELPING IMPROVE COMMUNICATION AND SATISFACTION.HOSPTIAL@HOME:PROVIDES HOSPITAL-LEVEL CARE FOR ACUTELY ILL PATIENTS IN THEIR HOMES INSTEAD OF EMERGENCY ROOM TRANSFER OR HOSPITALIZATION. IN 2024, HOSPITAL@HOME PREVENTED 169 ADMISSIONS AND SAVED 760 BED DAYS.WORKFORCE RECRUITMENT AND RETENTION:CONTINUED EFFORTS TO STRENGTHEN THE FUTURE HEALTH CARE WORKFORCE THROUGH RECRUITMENT, TRAINING AND MENTORSHIP OPPORTUNITIES. PROGRAMS FOCUSED ON CAREER EXPLORATION FOR HIGH SCHOOL STUDENTS, APPLIED LEARNING PARTNERSHIPS WITH LOCAL EDUCATORS, AND PROFESSIONAL MENTORSHIP FOR INDIVIDUALS PURSUING HEALTH CARE CAREERS. INTERNSHIP OPPORTUNITIES IN PATIENT CARE AND ANCILLARY SERVICES ALSO PROVIDED VALUABLE HANDS-ON EXPERIENCE FOR STUDENTS. THESE EFFORTS ARE DESIGNED TO INCREASE AWARENESS AND ENGAGEMENT IN HEALTH CARE CAREERS, PARTICULARLY IN ENTRY-LEVEL AND TECHNICAL ROLES.ADDRESS DISPARITIES IN CARE:EFFORTS CONTINUED TO FOCUS ON REDUCING AND ELIMINATING DISPARITIES IN CHRONIC CONDITIONS, PREVENTIVE SCREENINGS, MATERNAL AND INFANT CARE AND CHILDHOOD IMMUNIZATIONS. WITH AN EMPHASIS ON HEALTH EQUITY, HEALTHPARTNERS WORKS TO IDENTIFY DISPARITIES RELATED TO RACE, SOCIOECONOMIC STATUS, LANGUAGE AND OTHER FACTORS. HIGHLIGHTS OF THIS WORK IN 2024 INCLUDE:- INCLUSIVE LEADER WORKSHOP: THIS FOUR-PART MODULE FOR LEADERS BUILDS SKILLS TO FOSTER INCLUSIVE WORKPLACES AND BETTER SERVE DIVERSE COMMUNITIES. LEADERS LEARN TO USE THE EQUITY LENS TOOLKIT, LEAD EQUITY-FOCUSED COACHING CONVERSATIONS, AND BUILD INCLUSIVE STRATEGIES. BY THE END OF 2024, OVER 50 PERCENT OF LEADERS COMPLETED THE WORKSHOP.- UNCONSCIOUS BIAS TRAINING: THIS VOLUNTARY FOUR-PART ELEARNING MODULE DEEPENS UNDERSTANDING OF HOW UNCONSCIOUS BIAS IMPACTS COLLEAGUES AND THE COMMUNITY. IN 2024, OVER 500 COLLEAGUES COMPLETED THE FULL TRAINING.IN ADDITION, OVER 330 COLLEAGUES ACROSS THE ORGANIZATION HAVE BEEN TRAINED AS HEALTH EQUITY CHAMPIONS. THESE CHAMPIONS SERVE AS INTERNAL LEADERS IN ADVANCING EQUITY BY PROMOTING CULTURALLY RESPONSIVE CARE AND HELPING TEAMS APPLY AN EQUITY LENS TO THEIR WORK. TO STRENGTHEN CONNECTION AND LEARNING AMONG THIS GROUP, A CULTURE ROOTS NEWSLETTER AND COLLABORATION PLATFORM WERE LAUNCHED, OFFERING REAL-TIME UPDATES AND TOOLS FOR EMBEDDING EQUITY IN DAILY PRACTICE.-BREAST CANCER PREVENTATIVE SCREENING: HEALTHPARTNERS CONTINUES TO PARTICIPATE IN THE BREAST CANCER GAPS PROJECT, A COMMUNITY-DRIVEN INITIATIVE FOCUSED ON IMPROVING SCREENING RATES AND REDUCING MORTALITY AMONG BLACK WOMEN. IN 2024, CULTURALLY RELEVANT EDUCATION AND COMMUNITY PARTNERSHIPS SUPPORTED MAMMOGRAM ACCESS. A "PINK PASS" INITIATIVE AT CLINICS WITH ON-SITE MAMMOGRAPHY HELPED INCREASE SAME-DAY ACCESS TO OVERDUE SCREENINGS. -CHILDHOOD IMMUNIZATIONS & WELL-CHILD OUTREACH: DIRECT OUTREACH WAS PROVIDED IN FIVE LANGUAGES TO IMPROVE WELL-CHILD VISIT AND IMMUNIZATION COMPLETION RATES, WITH FOCUSED EFFORTS ON MEDICAID MEMBERS. A TEXT-BASED OUTREACH IN PARTNERSHIP WITH THE MINNESOTA DEPARTMENT OF HEALTH RESULTED IN CONVERSION RATES OF 4043%. COMMUNITY-SPECIFIC EVENTS, SUCH AS A SOMALI CHILDREN'S HEALTH FAIR, HELPED ADDRESS GAPS.-PRIMARY CARE ACCESS & CARE COORDINATION: APPOINTMENT ACCESS WAS SUPPORTED THROUGH EXPANDED CLINICIAN RECRUITMENT AND COLLABORATION WITH ADVANCED PRACTICE NURSES AND RN CARE COORDINATORS. THESE EFFORTS FOCUS ON CHRONIC CONDITION MANAGEMENT AND CLOSING GAPS FOR PATIENTS WITH THE HIGHEST NEEDS.-OUTPATIENT LACTATION PROGRAMS: ALL VALLEY BIRTHING CENTERS CONTINUED TO OFFER INPATIENT AND OUTPATIENT LACTATION SERVICES, HELPING SUPPORT BREASTFEEDING SUCCESS THROUGH EDUCATION, CONNECTIONS AND CULTURALLY SENSITIVE CARE.-FOUNDATIONAL TO THESE EFFORTS IS THE COLLECTION AND USE OF DEMOGRAPHIC DATA, NOW DOCUMENTED FOR MORE THAN 94 PERCENT OF HOSPITAL PATIENTS. THIS DATA HELPS IDENTIFY DISPARITIES, GUIDE OUTREACH, AND INFORM SYSTEMWIDE EQUITY DASHBOARDS AND IMPROVEMENT EFFORTS.
PART V, SECTION B, LINE 3E	ARMC ADDRESSES THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY THROUGH OUR CHNA.
SCHEDULE H PART V, LINES 5, 7 AND 10	HTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITY-HEALTH-NEEDS/
SCH H PART V, SECTION B, LINE 11	NEED: ACCESS TO HEALTHGOAL: STRENGTHEN EXISTING AND EXPLORE NEW COMMUNITY PARTNERSHIPS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH.STRATEGIES:SOCIAL DRIVERS OF HEALTH: HEALTHPARTNERS CONTINUED 'ADVISORY COUNCIL FOR SOCIAL DRIVERS OF HEALTH' TO ACCELERATE AND ALIGN EFFORTS TO IDENTIFY AND SUPPORT PATIENTS AND MEMBERS WITH SOCIAL NEEDS.UNITE US: OUR HEALTH PLAN AND CARE DELIVERY SYSTEM CONTINUED TO ADDRESS SOCIAL DRIVERS OF HEALTH BY COLLECTING DATA AND CONNECTING INDIVIDUALS TO COMMUNITY RESOURCES. KEY FOCUS AREAS INCLUDE FOOD, TRANSPORTATION AND HOUSING. IN 2024, UNITE US WAS USED TO SUPPORT THESE EFFORTS, INCLUDING THE ABILITY FOR COLLEAGUES TO CREATE AND SHARE CUSTOMIZED COMMUNITY RESOURCE LISTS WITH MEMBERS OR PATIENTS, AS WELL AS INTEGRATING COMMUNITY RESOURCE LISTS DIRECTLY INTO EPIC FOR SEAMLESS SHARING DURING CLINICAL ENCOUNTERS.FOOD SECURITY: -IN 2024, FOOD INSECURITY SCREENING AND REFERRAL EFFORTS CONTINUED DURING WELL-CHILD AND MEDICARE WELLNESS VISITS TO HELP IDENTIFY AND SUPPORT PATIENTS WITH UNMET FOOD NEEDS.-PARTNERSHIPS WITH LOCAL FOOD SHELVES WERE MAINTAINED TO SUPPORT THE SUPERSHELF MODEL, WHICH OFFERS A DIGNIFIED AND WELCOMING EXPERIENCE FOR ACCESSING HEALTHY FOOD. CURRENTLY, 89 FOOD SHELVES IN MINNESOTA AND TWO IN WESTERN WISCONSIN USE THE SUPERSHELF MODEL. -A CLOSED-LOOP REFERRAL PILOT WITH THE FOOD GROUP WAS ALSO LAUNCHED IN 2024 TO STRENGTHEN CONNECTIONS BETWEEN CLINICAL CARE AND FOOD ACCESS. THIS EFFORT ENSURED THAT 100 PERCENT OF REFERRED PATIENTS WERE SUCCESSFULLY CONNECTED TO FOOD RESOURCES, WITH A FOCUS ON MEDICAID MEMBERS AND CULTURALLY RELEVANT OPTIONS. INSIGHTS FROM THE PILOT ARE INFORMING BROADER STRATEGIES FOR LINKING PATIENTS TO COMMUNITY-BASED SUPPORT.TRANSPORTATION: IN 2024, HEALTHPARTNERS CONTINUED EXPLORING WAYS TO IMPROVE TRANSPORTATION OPTIONS FOR OLDER ADULTS, PEOPLE WITH DISABILITIES AND INDIVIDUALS WITHOUT RELIABLE TRANSPORTATION. ONE KEY STRATEGY WAS PROMOTING ACCESS TO RIDECARE, A NO-COST, STATE-FUNDED MEDICAL TRANSPORTATION SERVICE AVAILABLE TO ELIGIBLE HEALTHPARTNERS MEMBERS. BY HELPING CONNECT PATIENTS TO THIS SERVICE, HEALTHPARTNERS AIMS TO REDUCE MISSED APPOINTMENTS AND IMPROVE ACCESS TO CARE.COMMUNITY COLLABORATIONS: IN 2024, HEALTHPARTNERS CONTINUED CROSS-SECTOR COLLABORATION TO ADVANCE COMMUNITY HEALTH AND RESPOND TO SOCIAL DRIVERS OF HEALTH. GOAL: PROMOTE EARLY CHILDHOOD BRAIN DEVELOPMENT. STRATEGIES: REACH OUT AND READ: HEALTHPARTNERS CONTINUED THE REACH OUT AND READ PROGRAM, DISTRIBUTING OVER 4,000 BOOKS TO CHILDREN IN CLINICS. THIS INITIATIVE FOSTERS EARLY LITERACY AND ENCOURAGES FAMILIES TO READ TOGETHER.LITTLE MOMENTS COUNT (LMC): IN 2024, LMC CONTINUED TO GROW AS A STATEWIDE INITIATIVE FOCUSED ON EARLY BRAIN DEVELOPMENT IN THE FIRST 1,000 DAYS OF LIFE. THROUGH PARTNERSHIPS IN HEALTH CARE, EARLY CHILDHOOD, MEDIA AND COMMUNITY SECTORS, LMC INSPIRED SIMPLE, EVERYDAY INTERACTIONS THAT SUPPORT HEALTHY CHILD DEVELOPMENT.2024 HIGHLIGHTS INCLUDE:-115+ CROSS-SECTOR PARTNERS ENGAGED STATEWIDE-8,000+ FAMILIES REACHED THROUGH BIRTH CENTER AND NEW PARENT RESOURCES-175,000+ FAMILIES SUPPORTED THROUGH HEALTH CARE COLLABORATIONS WITH 12 SYSTEMS AND MULTIPLE PUBLIC HEALTH DEPARTMENTS-14M+ IMPRESSIONS THROUGH MEDIA CAMPAIGNS ON MPR AND DIGITAL PLATFORMS-100+ LMC RADIO PODCAST EPISODES PRODUCED-100,000 DOWNLOADS OF THE EARLY RISERS PODCAST-REGIONAL EXPANSION LAUNCHED IN THE ST. CROIX VALLEYCHILDREN'S HEALTH COUNCILCONTINUED TO PARTICIPATE IN THE CHILDREN'S HEALTH COUNCIL, A REGIONAL COLLABORATIVE FOCUSED ON IMPROVING HEALTH OUTCOMES FOR CHILDREN AND FAMILIES. IN 2024, THE COUNCIL SUPPORTED SHARED LEARNING AND COORDINATED ACTION ACROSS HEALTH SYSTEMS, NONPROFITS AND EARLY CHILDHOOD ORGANIZATIONS TO ADDRESS ISSUES SUCH AS MENTAL HEALTH, FOOD SECURITY AND EARLY DEVELOPMENT. THIS WORK INFORMS SYSTEM-LEVEL STRATEGIES THAT BENEFIT FAMILIES WITH YOUNG CHILDREN.GOAL: PROMOTE SUSTAINABLE OPERATIONS TO POSITIVELY IMPACT THE COMMUNITY. STRATEGIES: SUSTAINABILITY: ENTERPRISE-WIDE SUSTAINABILITY SUCCESSES: IN 2024, HEALTHPARTNERS CONTINUED TO ADVANCE SYSTEM-WIDE SUSTAINABILITY EFFORTS. HEALTHPARTNERS ALSO RECEIVED THE PRACTICE GREENHEALTH SYSTEM FOR CHANGE AWARD FOR THE 11TH CONSECUTIVE YEAR, IN RECOGNITION OF ONGOING ENTERPRISE-WIDE LEADERSHIP IN ENVIRONMENTAL STEWARDSHIP.NEED: MENTAL HEALTH AND WELL-BEING GOAL: REDUCE THE STIGMA SURROUNDING MENTAL ILLNESS. STRATEGIES: MAKE IT OK:IN 2024, MAKE IT OK CONTINUED TO REDUCE STIGMA AND PROMOTE MENTAL HEALTH AWARENESS THROUGH COMMUNITY OUTREACH, EDUCATION AND ENGAGEMENT. A REDESIGNED WEBSITE LAUNCHED IN MARCH, PROVIDING A MORE INCLUSIVE EXPERIENCE AND UPDATED RESOURCES TO SUPPORT MENTAL HEALTH CONVERSATIONS, INCLUDING THOSE RELATED TO SUBSTANCE USE DISORDER.2024 HIGHLIGHTS INCLUDE:-73,000+ WEBSITE VISITORS-18,000+ REACHED THROUGH RADIO AND PODCAST INTERVIEWS-6,000+ ENGAGED AT 30 IN-PERSON COMMUNITY EVENTS-995 AMBASSADOR E-NEWS SUBSCRIBERS (140 NEW IN 2024)-495 COMMUNITY E-NEWS SUBSCRIBERS (SINCE MAY LAUNCH)-632 ATTENDEES ACROSS 15 PRESENTATIONS (497 ATTENDED THE SUBSTANCE USE DISORDER SESSION)-162 NEW AMBASSADORS TRAINED THROUGH 7 VIRTUAL SESSIONSGOAL: INCREASE ACCESS TO EDUCATION AND RESOURCES AROUND MENTAL HEALTH AND WELL-BEING.STRATEGIES: BE WELL: THE BE WELL PROGRAM CONTINUED TO SUPPORT EMPLOYEE WELL-BEING THROUGH A RANGE OF ACTIVITIES AND RESOURCES FOCUSED ON MENTAL HEALTH, RESILIENCE AND OVERALL WELLNESS. THE PROGRAM PROVIDES YEAR-ROUND OPPORTUNITIES FOR STAFF AND THEIR SPOUSES TO ENGAGE IN WELL-BEING INITIATIVES, INCLUDING GROUP COACHING, TEAM CHALLENGES, AND ON-DEMAND TRAINING SESSIONS. TOPICS OFTEN INCLUDE STRESS MANAGEMENT, PSYCHOLOGICAL SAFETY, AND HEALTHY LIFESTYLE PRACTICES. ON-SITE SUPPORT AND TAILORED ENGAGEMENT EFFORTS HELP PROMOTE A CULTURE OF WELL-BEING THROUGHOUT THE HOSPITAL.MENTAL HEALTH COMMUNITY COLLABORATIONS: IN 2024, HEALTHPARTNERS CONTINUED PARTICIPATING IN REGIONAL MENTAL HEALTH COLLABORATIVES TO STRENGTHEN SUPPORT FOR MENTAL WELL-BEING. THIS INCLUDES ENGAGEMENT WITH COUNTY HUMAN SERVICES, OTHER HOSPITALS AND CLINICS, NAMI, MAKE IT OK AND ADDITIONAL PARTNERS THROUGH THE BEHAVIORAL HEALTH CO-OP.GOAL: IMPROVE ACCESS TO MENTAL HEALTH SERVICES. STRATEGIES: CLINIC MENTAL HEALTH INTEGRATION:CONTINUED BEHAVIORAL HEALTH SERVICES INTEGRATION INTO TOTAL HEALTH CARE AT ALL LOCATIONS.SCHOOL MENTAL HEALTH PARTNERSHIPS:CONTINUED PARTNERSHIP WITH SCHOOLS TO PROVIDE MENTAL HEALTH SERVICES TO SCHOOLS AND REDUCE STIGMA. NEED: NUTRITION AND PHYSICAL ACTIVITY GOAL: PROMOTE AND SUPPORT PHYSICAL ACTIVITY AND NUTRITION AND SUPPORT AND ENCOURAGE HEALTHY FOOD AND PHYSICAL ACTIVITY ENVIRONMENT CHANGE. STRATEGIES:DIABETES EDUCATION AND PREVENTION: IN 2024, HEALTHPARTNERS CONTINUED OFFERING DIABETES EDUCATION AND PREVENTION PROGRAMS FOCUSED ON HEALTHY EATING AND PHYSICAL ACTIVITY TO SUPPORT DIABETES MANAGEMENT AND PREVENTION. COMMUNITY NUTRITION EDUCATION CLASSES REMAINED A KEY STRATEGY, WITH THE ADDITION OF ON-DEMAND OPTIONS TO INCREASE ACCESSIBILITY FOR PARTICIPANTS. POWERUP: IN 2024, POWERUP CONTINUED TO INSPIRE KIDS AND FAMILIES TO EAT BETTER, MOVE MORE, AND FEEL GOOD. A GROWING EMPHASIS ON MENTAL WELL-BEING LED TO EXPANDED "FEEL GOOD" RESOURCES, PROMOTING COPING SKILLS, CONFIDENCE AND EMOTIONAL HEALTH THROUGH MINDFULNESS, UNPLUGGING AND KINDNESS. IN-PERSON OUTREACH REMAINED STRONG THROUGH EVENTS AND COMMUNITY PARTNERSHIPS.2024 HIGHLIGHTS INCLUDE:-13,000+ REACHED THROUGH POWERUP PRESS FAMILY NEWSLETTERS DISTRIBUTED VIA SCHOOLS AND COMMUNITY PARTNERS-2,189 LISTSERV SUBSCRIBERS (108 NEW IN 2024) ENGAGED THROUGH MONTHLY E-NEWSLETTERS-23,094 KIDS AND FAMILIES ENGAGED THROUGH 131 COMMUNITY EVENTSTEEN LEADERSHIP COUNCIL (TLC): IN 2024, THE TLC CONTINUED TO AMPLIFY YOUTH VOICES AND BUILD RESILIENT LEADERS THROUGH PUBLIC HEALTH LEARNING, VOLUNTEERISM, AND LEADERSHIP DEVELOPMENT. MEMBERS EXPLORED CAREER PATHS, ENGAGED WITH COMMUNITY PARTNERS AND LED PROJECTS TO ADDRESS HEALTH AND WELL-BEING.
SCH H PART V, SECTION B, LINE 11	2024 HIGHLIGHTS INCLUDE:-25 MEMBERS FROM 22 COMMUNITIES IN THE TWIN CITIES METRO AND WESTERN WISCONSIN-INCREASED DIVERSITY IN MEMBERSHIP-REACHED 200,000 TEENS THROUGH CONSULTATION ON TEEN PRIVACY WITH HEALTHPARTNERS INSTITUTE-REACHED 500,000+ TEENS THROUGH SCHOOL NUTRITION AND BODY IMAGE CONSULTATION WITH RAMSEY COUNTY AND BEREAL-REACHED 500,000+ TEENS THROUGH ACES EDUCATION CONSULTATION WITH MINNESOTA DEPARTMENT OF HEALTH-REACHED 11,400 STUDENTS THROUGH FOOD PRODUCT CONSULTATION WITH EVERY MEAL-PREPARED AND SERVED 400 MEALS FOR UNHOUSED INDIVIDUALS AT THE ST. PAUL OPPORTUNITY CENTER-PACKED 1,417 OPIOID PREVENTION KITS FOR STEVE RUMMLER HOPE NETWORK-COLLECTED 25 GROCERY BAGS OF FOOD THROUGH HIGH SCHOOL FOOD DRIVES-ADVOCATED FOR DIGITAL LITERACY AND FLAVORED TOBACCO PREVENTION AT THE CAPITOL-HOSTED ANNUAL MEETING WITH KEYNOTE BY DR. ANDREA SINGH AND YOUTH PANELISTSNEED: SUBSTANCE USE GOAL: REDUCED OPIOID PRESCRIPTIONS, DOSES, AND PATIENTS MEETING CHRONIC OPIOID USE CRITERIA. STRATEGIES:MEDICATION TAKE-BACK: CONTINUED MEDICATION TAKE-BACK, WHICH HELPS REDUCE ACCIDENTAL POISONING AND DRUG ABUSE BY OFFERING FREE AND ENVIRONMENTALLY FRIENDLY MEDICATION COLLECTION AT OUR HOSPITALS AND CLINICS FOR THE COMMUNITY. OPIOID PRESCRIPTION REDUCTION: SINCE INITIATING TARGETED OPIOID REDUCTION STRATEGIES IN 2018, OUR CARE SYSTEM HAS SEEN A SUSTAINED DECLINE IN OPIOID PRESCRIBING. AS OF 2024, PRESCRIBING RATES REMAIN LOW AND STABLE, REFLECTING THE LONG-TERM IMPACT OF COLLABORATIVE EFFORTS AMONG PHARMACY, PRESCRIBERS AND PAIN CLINICS. WHILE FORMAL TASK FORCES AND TRACKING EFFORTS HAVE SCALED BACK, HEALTHPARTNERS CONTINUES TO SUPPORT CHRONIC PAIN MANAGEMENT THROUGH COLLABORATIVE PRACTICE AGREEMENTS, REFERRALS TO PAIN CLINICS AND PARTNERSHIPS WITH MEDICATION THERAPY MANAGEMENT PHARMACISTS TO HELP PATIENTS SAFELY TAPER OFF ADDICTIVE PAIN MEDICATIONS.SUBSTANCE USE COMMUNITY COLLABORATIONS: IN 2024, HEALTHPARTNERS CONTINUED ACTIVE PARTICIPATION IN COMMUNITY COLLABORATIONS FOCUSED ON EQUITABLE PROGRESS IN THE PREVENTION AND TREATMENT OF SUBSTANCE USE.
PART V, SECTION B, LINES 7A AND 10A	HTTPS://WWW.HEALTHPARTNERS.COM/CARE/HOSPITALS/AMERY/ABOUT/COMMUNITY-HEALTH-NEEDS/
PART I, LINE 7G

Schedule H (Form 990) 2024

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?6
Name and address		Type of Facility (describe)
1	1 - ARMC REHAB SERVICES 220 N KELLER AVENUE AMERY,WI54001	REHABILITATION
2	2 - LUCK MEDICAL CLINIC 137 FIRST AVENUE LUCK,WI54853	RURAL HEALTH CLINIC
3	3 - TURTLE LAKE MEDICAL CLINIC 550 MARTIN AVENUE TURTLE LAKE,WI54889	RURAL HEALTH CLINIC
4	4 - CLEAR LAKE CLINIC 357 THIRD AVENUE CLEAR LAKE,WI54005	RURAL HEALTH CLINIC
5	5 - LUCK PT & FITNESS 2547 STATE ROAD 35 SUITE 5 LUCK,WI54853	PHYSICAL THERAPY
6	6 - AMERY REGIONAL MEDICAL CENTER WEST 230 DERONDA STREET AMERY,WI54001	10 BED INPATIENT DPU OF AMERY
7
8
9
10

Schedule H (Form 990) 2024

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 7:	ARMC USES THE COST-TO-CHARGE RATIO METHOD WHEN CALCULATING THE AMOUNTS REPORTED ON PART I. LINE 7. THE COST-TO-CHARGE RATIO WAS DERIVED USING WORKSHEET 2, RATIO OF PATIENT CARE-COST-TO-CHARGE, FROM THE SCHEDULE H INSTRUCTIONS
PART I, LINE 7G:	ARMC IS COMMITTED TO PROVIDING NEEDED SERVICES, EVEN AT A FINANCIAL LOSS BECAUSE THEY ARE NEEDED IN THE COMMUNITY AND WOULD OTHERWISE NOT BE AVAILABLE IN SUFFICIENT AMOUNTS. IN 2024, SUBSIDIZED HEALTH SERVICES INCLUDED: EMERGENCY AND TRAUMA, PRIMARY CARE AT RURAL HEALTH CLINICS IN AMERY, CLEAR LAKE AND LUCK, WI AND BEHAVIORAL HEALTH
PART II, COMMUNITY BUILDING ACTIVITIES:	ARMC PROVIDES LEADERSHIP AND PARTICIPATES IN SEVERAL STRATEGIC COMMUNITY COLLABORATIONS AND INITIATIVES, INCLUDING: POLK COUNTY ECONOMIC DEVELOPMENT CORP, POLK COUNTY PUBLIC HEALTH, POLK UNITED, AMERY ECONOMIC DEVELOPMENT CORP, MENTAL HEALTH TASK FORCE, NORTHWEST WISCONSIN HEALTHCARE EMERGENCY READINESS, POLK COUNTY I-TEAM AND PARTNERS FOR RECOVERY. ARMC ALSO CONTINUES TO PRIORITIZE SUSTAINABILITY AND ENVIRONMENTAL STEWARDSHIP THROUGH A VARIETY OF INITIATIVES: 41 TONS OF MATERIALS WERE REUSED OR RECYCLED, KEEPING THEM OUT OF THE LANDFILL; MORE THAN $21,000 WAS SAVED THROUGH THE GREENING THE OR PROGRAM; 1 TON OF CAFETERIA FOOD WASTE WAS COMPOSTED; 0.26 TONS OF EQUIPMENT WERE DONATED FOR REUSE; AND 39 TONS OF RECYCLABLE MATERIALS WERE PROCESSED.THE MEDICATION TAKE BACK PROGRAM COLLECTED 599 POUNDS OF UNUSED MEDICATIONS, HELPING PREVENT ACCIDENTAL POISONING OR MISUSE AND PROTECTING LOCAL WATER SUPPLIES.
PART III, LINE 2:	ARMC'S MANY ACCOUNTS IN BAD DEBT WOULD HAVE QUALIFIED FOR CHARITY IF THE GUARANTORS WOULD HAVE COMPLETED THE FINANCIAL ASSISTANCE PAPERWORK. ARMC IS PROVIDING SERVICES TO INDIVIDUALS/FAMILIES IN ITS SERVICE AREA THAT ARE UNABLE/UNWILLING TO PAY FOR THESE SERVICES. THIS IS COMPARABLE TO PROVIDING CHARITY CARE WHICH ARMC ALSO INCLUDES AS A COMMUNITY BENEFIT.
PART III, LINE 3:	BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS ESTIMATED BASED ON THE GROSS BAD DEBT WRITE OFFS COMING FOR SOLELY UNINSURED PATIENTS. OUR ESTIMATE ASSUMES 1/3 OF THE BAD DEBT FROM UNINSURED PATIENTS WOULD HAVE QUALIFIED FOR EITHER A FULL OR PARTIAL ADJUSTMENT BASED ON OUR FINANCIAL ASSISTANCE POLICY. BECAUSE THE ADJUSTED AMOUNTS ARE TIED TO GROSS CHARGES, THE COST TO CHARGE RATIO IS USED TO ADJUST DOWN TO THE AMOUNT REPORTED AS THE BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. BAD DEBT WRITE OFFS RESULTING FROM CO-PAYS, DEDUCTIBLES, OR OTHER OUT OF POCKET FROM PATIENTS WITH INSURANCE ARE EXCLUDED. THE AMOUNT REPORTED IS NOT INCLUDED AS COMMUNITY BENEFIT.
PART III, LINE 4:	ALLOWANCE FOR DOUBTFUL ACCOUNTS AND CHARITY CARE: THE FINANCIAL STATEMENTS DO NOT HAVE A SEPARATE BAD DEBT FOOTNOTE. THE FOLLOWING IS PART OF ARMC'S PATIENT ACCOUNTS RECEIVABLE AND CREDIT POLICY:ACCOUNTS RECEIVABLE ARE REDUCED BY AN ANNUAL ALLOWANCE FOR DOUBTFUL ACCOUNTS OR CHARITY CARE, BASED ON ESTABLISHED GUIDELINES FOR IDENTIFYING UNCOLLECTIBLE PATIENT ACCOUNTS AND CLASSIFYING THESE ACCOUNTS AS EITHER DOUBTFUL ACCOUNTS OR CHARITY. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, ARMC'S MANAGEMENT PERIODICALLY ASSESSES THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND CHARITY CARE BY TAKING INTO CONSIDERATION BY PAYER CATEGORY, THE EXPECTED NET COLLECTIONS, ACCOUNTS RECEIVABLE AGING, HISTORICAL COLLECTIONS EXPERIENCE, ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. THE PRIMARY SOURCE OF THE ALLOWANCE FOR CHARITY CARE IS CHARGES FOR UNINSURED PATIENTS. PATIENTS WHO ARE INSURED ARE ASSESSED SEPARATELY FOR COLLECTABILITY FROM UNINSURED PATIENTS. THE RESULTS OF THESE ASSESSMENTS ARE USED TO ESTABLISH THE NET REALIZABLE VALUE OF PATIENT ACCOUNTS RECEIVABLE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND CHARITY CARE. ARMC PROVIDED MEDICAL CARE WITHOUT CHARGE OR A REDUCED COST TO PATIENTS WHO WERE DETERMINED TO BE UNABLE TO PAY (CHARITY CARE) OF $2,351,285 AND $2,075,034 FOR THE YEARS ENDED 12/31/24 AND 12/31/23 RESPECTIVELY, AND PROVIDED MEDICAL CARE TO PATIENTS WHO WERE DETERMINED TO BE ABLE, BUT UNWILLING TO PAY (DOUBTFUL ACCOUNTS) OF $2,557,811 AND $1,581,719 FOR THE YEARS ENDED 12/31/24 AND 12/31/23 RESPECTIVELY.
PART III, LINE 8:	ARMC'S MEDICARE COST IS DERIVED BASED ON THE RATIO OF MEDICARE FFS CHARGES TO TOTAL CHARGES MULTIPLIED BY TOTAL EXPENSES (LESS CHARITY CARE & BAD DEBT). NONE OF THE MEDICARE FFS LOSS REPORTED ON SCHEDULE H, PART III, LINE 7 IS TREATED AS COMMUNITY BENEFIT ON SCHEDULE H, PART I, LINE 7A.
PART III, LINE 9B:	COLLECTIONS PRACTICESARMC'S DEBT COLLECTION POLICY CONTAINS PROVISIONS ON COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE. A REFUND WILL BE ISSUED WITH ANY AMOUNT THE PATIENT HAS PAID FOR THE CARE THAT EXCEEDS THE AMOUNT FOR WHICH THE PATIENT IS DETERMINED TO BE PERSONALLY RESPONSIBLE. IF THIS PATIENT IS ELIGIBLE FOR DISCOUNT AND NOT FREE CARE, AMERY WILL PROVIDE THE PATIENT WITH A BILLING STATEMENT THAT INDICATES HOW THE AMOUNT WAS DETERMINED AND INFORMATION REGARDING ARMCS FINANCIAL ASSISTANCE CALCULATIONS. IN ADDITION, ARMC WILL TAKE ALL REASONABLY AVAILABLE MEASURES TO REVERSE ANY COLLECTION ACTIONS THAT MAY HAVE BEEN INITIATED AGAINST THE PATIENT. ARMC BELIEVES THAT DEBT COLLECTION POLICIES, WHETHER IMPLEMENTED BY ARMC STAFF OR AGENTS, SHOULD REFLECT THE ARMC'S MISSION AND VALUES. ARMC WILL NOT TOLERATE ABUSIVE, HARASSING, OPPRESSIVE, FALSE, DECEPTIVE, OR MISLEADING LANGUAGE OR COLLECTIONS CONDUCT BY ITS DEBT COLLECTION ATTORNEY AND AGENCY, OR THEIR AGENTS AND EMPLOYEES, AND ARMC EMPLOYEES RESPONSIBLE FOR COLLECTING MEDICAL DEBT FROM PATIENTS. ARMC WILL NOT REFER ANY ACCOUNT TO A THIRD PARTY DEBT COLLECTION AGENCY UNLESS IT HAS CONFIRMED THAT:- THERE IS REASONABLE BASIS TO BELIEVE THAT THE PATIENT OWES THE DEBT.- ALL KNOWN THIRD-PARTY PAYERS HAVE BEEN PROPERLY BILLED, AND THE PATIENT IS RESPONSIBLE FOR THE REMAINING DEBT.- IF THE PATIENT HAS INDICATED AN INABILITY TO PAY THE FULL AMOUNT, THE PATIENT HAS BEEN OFFERED A REASONABLE PAYMENT PLAN. AMERY WILL NOT REFER PATIENTS TO DEBT COLLECTION AGENCIES WHO ARE PERFORMING AS SPECIFIED IN THEIR PAYMENT PLANS.- THE PATIENT HAS BEEN GIVEN AN OPPORTUNITY TO SUBMIT A CHARITY CARE (FINANCIAL ASSISTANCE) APPLICATION. IF THE PATIENT HAS SUBMITTED AN APPLICATION FOR CHARITY CARE, ALL COLLECTION ACTIVITY WILL BE SUSPENDED UNTIL THE APPLICATION HAS BEEN PROCESSED.
PART VI, LINE 2:	HEALTHPARTNERS HOSPITALS ASSESS THE HEALTH NEEDS OF THEIR COMMUNITIES THROUGH A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) CONDUCTED EVERY THREE YEARS, AS REQUIRED BY THE IRS. EACH CHNA DEFINES THE COMMUNITY SERVED TO INCLUDE ALL RESIDENTS WITHIN THE HOSPITAL'S PRIMARY SERVICE AREA, ENCOMPASSING MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, AS WELL AS ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY.FOR THE 2024 CHNA CYCLE, HEALTHPARTNERS CONTRACTED WITH THE CENTER FOR EVALUATION AND SURVEY RESEARCH (CESR), PART OF HEALTHPARTNERS INSTITUTE, TO LEAD THE ASSESSMENT PROCESS. THE CHNA DREW UPON MULTIPLE DATA SOURCES, INCLUDING HEALTHPARTNERS ADMINISTRATIVE AND MEMBER-REPORTED DATA, AND PUBLICLY AVAILABLE DEMOGRAPHIC, SOCIAL, AND HEALTH OUTCOME DATA AT THE COUNTY AND STATE LEVELS.A CROSS-HOSPITAL CHNA WORKGROUP REVIEWED AND SYNTHESIZED DATA, FACILITATED STAKEHOLDER CONVERSATIONS, AND ADMINISTERED A PRIORITIZATION SURVEY WITH INTERNAL AND EXTERNAL PARTNERS. USING STRUCTURED CRITERIA THAT CONSIDERED EQUITY, SERIOUSNESS, AND THE IMPACT ON UNDERSERVED POPULATIONS, THE WORKGROUP IDENTIFIED THE MOST SIGNIFICANT COMMUNITY HEALTH NEEDS. QUANTITATIVE FINDINGS WERE PAIRED WITH QUALITATIVE INSIGHTS FROM COMMUNITY CONVERSATIONS TO ENSURE THAT LOCAL PERSPECTIVES INFORMED THE RESULTS.THE PROCESS INFORMED THREE PRIORITY COMMUNITY HEALTH NEEDS THROUGH THE 2024 CHNA, WHICH WILL GUIDE THE 2025 - 2027 IMPLEMENTATION STRATEGY. THESE PRIORITIES ARE DESCRIBED IN PART V, SECTION B, LINE 11.DEFINED COMMUNITY AREAS:AMERY REGIONAL MEDICAL CENTER, INC POLK COUNTY, WISCONSINHUDSON HOSPITAL ST. CROIX COUNTY, WISCONSINWESTFIELDS HOSPITAL & CLINIC ST. CROIX COUNTY, WISCONSINLAKEVIEW MEMORIAL HOSPITAL INC WASHINGTON COUNTY, MINNESOTAREGIONS HOSPITAL RAMSEY COUNTY, MINNESOTAPARK NICOLLET METHODIST HOSPITAL HENNEPIN COUNTY, MINNESOTAHUTCHINSON HEALTH MCLEOD COUNTY, MINNESOTAHEALTHPARTNERS RC RENVILLE COUNTY, MINNESOTA
PART VI, LINE 3:	ARMC'S PATIENT FINANCIAL SERVICES DEPARTMENT WORKS WITH EACH PATIENT REGARDING ACCOUNT BALANCES LEFT TO PATIENT RESPONSIBILITY. PATIENTS WHO ARE NOT ALREADY ON GOVERNMENT ASSISTANCE OR HAVE LIMITED ASSISTANCE ARE REFERRED TO ARMC'S HEALTH BENEFITS COUNSELOR, WHO WORKS WITH THEM TO EVALUATE ASSISTANCE OPTIONS AND ASSISTS IN GETTING APPLICATIONS OR CONTACTS WITH THE APPROPRIATE PROGRAMS. IF ADDITIONAL ASSISTANCE IS NEEDED, THE COUNSELOR WILL WORK WITH THE PATIENT TO APPLY FOR FINANCIAL ASSISTANCE WITH ARMC AND HELPS THEM THROUGH THE PROCESS. THE FINANCIAL ASSISTANCE PROGRAM AND APPLICATION ARE LOCATED ON ARMC'S INTERNET SITE TO ALLOW PATIENTS DIRECT ACCESS TO THIS INFORMATION.
PART VI, LINE 4:	ARMC'S SERVICE AREA INCLUDED 15 DIFFERENT ZIP CODES IN NORTHWEST WISCONSIN THAT PRIMARILY REPRESENT POLK COUNTY. IT INCLUDES THREE RURAL HEALTH CLINICS IN LUCK, TURTLE LAKE, AND CLEAR LAKE, WHICH ARE ALL MEDICALLY UNDERSERVED AREAS. THE ARMC COMMUNITY IS ALSO CONSIDERED A MENTAL HEALTH MEDICALLY UNDERSERVED AREA. THE WOUND CENTER & INPATIENT PSYCH SERVICE DRAWS FROM OUTSIDE ARMC'S NORMAL SERVICE AREA.
PART VI, LINE 5:	TEN OF ARMC'S THIRTEEN BOARD MEMBERS LIVE IN ARMC'S SERVICE AREA. AMERY HAS AN OPEN MEDICAL STAFF WHICH INCLUDES PROVIDERS FROM THE COMMUNITY, AND OTHER COMMUNITIES AS WELL AS THE TWIN CITIES. ANY SURPLUS FUNDS GENERATED ARE USED TO PURCHASE EQUIPMENT, BUILD NEW FACILITIES, AND EXPAND SERVICES AVAILABLE IN ARMC'S COMMUNITY.
PART VI, LINE 6:	HEALTHPARTNERS AND ARMC HAVE HAD A LONG-STANDING RELATIONSHIP, WITH HEALTHPARTNERS EMPLOYING AND SOURCING PHYSICIANS AND MID-LEVEL PRACTITIONERS TO ARMC FOR ARMC'S PRIMARY CARE CLINICS. IN 2014, ARMC BECAME PART OF THE HEALTHPARTNERS FAMILY OF MISSION-DRIVEN NON-PROFIT ORGANIZATIONS. AS PART OF HEALTHPARTNERS, ARMC USES HEALTHPARTNERS' INTEGRATED ELECTRONIC HEALTH RECORD SYSTEM, PARTICIPATES IN COORDINATED CHNA PROCESSES AND IMPLEMENTATION STRATEGIES, AND ACCESSES CENTRALIZED SUPPORT SERVICES IN FINANCE, LEGAL, IS&T, AND QUALITY. THE FOUR HEALTHPARTNERS HOSPITALS IN THE ST. CROIX VALLEY - STILLWATER MN AND HUDSON, NEW RICHMOND, AND AMERY WI - WORK TOGETHER TO ESTABLISH ACCESSIBLE AND COORDINATED SPECIALTY SERVICES FOR VALLEY RESIDENTS. EXAMPLES OF THESE SERVICES INCLUDE RADIATION THERAPY ON THE NEW RICHMOND CAMPUS, BREAST DIAGNOSTICS ON THE STILLWATER CAMPUS, AND GERIATRIC BEHAVIORAL HEALTH SERVICES ON THE AMERY CAMPUS. HEALTHPARTNERS INCLUDES INSURANCE AND HMO (HEALTH MAINTENANCE ORGANIZATION) ENTITIES THAT PROVIDE CARE COORDINATION, DISEASE MANAGEMENT, ON-LINE CARE OF BASIC CONDITIONS, A 24-HOUR/7-DAY PER WEEK NURSE LINE, AND OTHER SERVICES THAT ENHANCE CARE OF MEMBERS, PATIENTS AND THE COMMUNITY.
PART VI, LINE 7, REPORTS FILED WITH STATES	WI

Schedule H (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

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

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

Yes

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

Yes

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

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

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

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

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

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

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)
1ALITA R RISINGER CFO (JULY - DEC)	(i) (ii)	0 ------------- 483,006	0 ------------- 238,898	0 ------------- 3,383	0 ------------- 105,485	0 ------------- 49,567	0 ------------- 880,339	0 ------------- 0
2MARTIN E RICHARDS MD DIRECTOR	(i) (ii)	0 ------------- 445,881	0 ------------- 22,840	0 ------------- 78,973	0 ------------- 25,875	0 ------------- 47,681	0 ------------- 621,250	0 ------------- 0
3JASON GALLAGHER DIRECTOR	(i) (ii)	0 ------------- 320,762	0 ------------- 91,192	0 ------------- 13,683	0 ------------- 72,646	0 ------------- 45,299	0 ------------- 543,582	0 ------------- 0
4DOUGLAS E JOHNSON CFO (DEC - JUN)	(i) (ii)	0 ------------- 198,865	0 ------------- 136,445	0 ------------- 176,344	0 ------------- 0	0 ------------- 29,214	0 ------------- 540,868	0 ------------- 121,739
5PATRICK D SURA MD CHIEF MED OFFICER (JAN-OCT)	(i) (ii)	0 ------------- 405,812	0 ------------- 12,790	0 ------------- 22,452	0 ------------- 25,875	0 ------------- 46,054	0 ------------- 512,983	0 ------------- 0
6STEVEN J LONG MD DIRECTOR	(i) (ii)	0 ------------- 311,781	0 ------------- 12,790	0 ------------- 101,853	0 ------------- 25,875	0 ------------- 45,752	0 ------------- 498,051	0 ------------- 0
7DEBRA A RUDQUIST PRESIDENT	(i) (ii)	0 ------------- 315,747	0 ------------- 86,676	0 ------------- 11,710	0 ------------- 27,756	0 ------------- 39,910	0 ------------- 481,799	0 ------------- 0
8JASON J LUHRS FORMER CFO	(i) (ii)	0 ------------- 273,112	0 ------------- 100,078	0 ------------- 4,028	0 ------------- 25,875	0 ------------- 44,915	0 ------------- 448,008	0 ------------- 0
9ROSS R BULLARD DIRECTOR & TREASURER	(i) (ii)	0 ------------- 261,702	0 ------------- 48,198	0 ------------- 3,980	0 ------------- 62,655	0 ------------- 42,912	0 ------------- 419,447	0 ------------- 0
10KEVIN M JUST VP PATIENT CARE SERVICES	(i) (ii)	200,862 ------------- 0	35,916 ------------- 0	952 ------------- 0	8,848 ------------- 0	15,386 ------------- 0	261,964 ------------- 0	0 ------------- 0
11MARYANN SCOGLIO APRN DIRECTOR	(i) (ii)	0 ------------- 128,056	0 ------------- 0	0 ------------- 56,583	0 ------------- 14,331	0 ------------- 37,686	0 ------------- 236,656	0 ------------- 0
12ANTHONY R GOULD OPERATIONS DIRECTOR	(i) (ii)	159,721 ------------- 0	14,042 ------------- 0	6,027 ------------- 0	7,224 ------------- 0	39,186 ------------- 0	226,200 ------------- 0	0 ------------- 0
13JENNIFER M STUHR PHARMACY MANAGER	(i) (ii)	148,621 ------------- 0	10,638 ------------- 0	785 ------------- 0	6,783 ------------- 0	37,025 ------------- 0	203,852 ------------- 0	0 ------------- 0
14VICTORIA R STUDTMANN PROVIDER-APNP	(i) (ii)	122,607 ------------- 0	500 ------------- 0	34,421 ------------- 0	6,577 ------------- 0	38,074 ------------- 0	202,179 ------------- 0	0 ------------- 0
15JOLLEEN M NICHOLS PROVIDER-APNP	(i) (ii)	144,144 ------------- 0	500 ------------- 0	30,218 ------------- 0	6,997 ------------- 0	14,392 ------------- 0	196,251 ------------- 0	0 ------------- 0
16JOANN R SCRIBNER HOSPITAL SURGERY MANAGER	(i) (ii)	131,610 ------------- 0	8,660 ------------- 0	6,395 ------------- 0	5,669 ------------- 0	12,562 ------------- 0	164,896 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 3	AMERY'S PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS) OR BY GROUP HEALTH, INC. (GHI), OR LAKEVIEW HOSPITAL, ALL OF WHICH ARE RELATED ORGANIZATIONS, OR BY AMERY. GHI, REGIONS, LAKEVIEW AND AMERY HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF AMERY'S PRESIDENT AND OTHER OFFICERS.
PART I, LINE 4B	DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: ALITA RISINGER $50,924
PART I, LINE 6	AMERY'S OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS),GROUP HEALTH, INC. (GHI), OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW), RELATED ORGANIZATIONS, OR BY AMERY. COMPENSATION REPORTED IN FORM 990, PART VIII INCLUDES ANY COMPENSATION DERIVED FROM REGIONS, GHI, LAKEVIEW OR AMERY'S LEADERSHIP INCENTIVE PROGRAMS, WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADERSHIP INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH PLAN AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A OPERATING MARGIN THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
SCHEDULE J, PART II - PRIOR REPORTED COMPENSATION	COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS, OFFICERS, AND FORMER OFFICERS: DOUGLAS JOHNSON $ 121,739 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
AMERY REGIONAL MEDICAL CENTER INC

Employer identification number
39-0908320

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	CITY OF AMERY WISCONSIN	39-6005378		05-02-2021	5,000,000	REFINANCE EXISTING DEBT		X		X		X
B	TOWN OF BLACK BROOK POLK COUNTY WISCONSIN	39-1169876		05-02-2021	8,500,000	REFINANCE EXISTING DEBT		X		X		X
C	TOWN OF LINCOLN POLK COUNTY WISCONSIN	39-1406159		05-02-2021	8,500,000	REFINANCE EXISTING DEBT		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	1,650,335		2,805,560		2,805,560
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	5,000,000		8,500,000		8,500,000
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	19,425		33,024		33,024
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............
11 Other spent proceeds .............	4,980,575		8,466,976		8,466,976
12 Other unspent proceeds .............
13 Year of substantial completion .............	2021		2021		2021
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.080 %		0.080 %		0.080 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............	0.080 %		0.080 %		0.080 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X		X		X
b Exception to rebate? ........		X		X		X
c No rebate due? .........		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X		X		X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
FORM 990, SCHEDULE K, PART IV, LINE 2A THRU 2C	REBATE CALCULATION IS DUE EVERY 5 YEARS. THERE IS NO REBATE CALCULATION DUE IN 2024 FOR ANY BONDS LISTED IN SCHEDULE K, PART I.

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

Return Reference	Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS	CORPORATE STRUCTURE, PURPOSE, GOVERNANCE: AMERY REGIONAL MEDICAL CENTER, INC. (ARMC), A STATE LICENSED 25-BED, LEVEL IV CRITICAL ACCESS HOSPITAL (CAH), IS A WISCONSIN NON-STOCK CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND IS PART OF THE FAMILY OF HEALTHPARTNERS ORGANIZATIONS (HEALTHPARTNERS). FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTH CARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND MAINTAINING AFFORDABILITY. HEALTHPARTNERS, INC. (HPI) IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS. HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. A COMPLETE LISTING OF ALL ORGANIZATIONS WITHIN HEALTHPARTNERS, AND THE RELATIONSHIP BETWEEN THEM, CAN BE FOUND ON SCHEDULE R WITHIN THIS 990 RETURN. DETAILED INFORMATION ABOUT THE COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF EACH TAX-EXEMPT ORGANIZATION CAN BE FOUND IN THE INDIVIDUAL FORM 990 RETURN FOR THAT ORGANIZATION. HPI IS THE PARENT ENTITY OF GROUP HEALTH, INC. (GHI), WHICH IS A MINNESOTA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) AND THE SOLE CORPORATE MEMBER OF ARMC. CHARITY CARE: CHARITY CARE IS DEFINED AS THE COST OF CARE DELIVERED TO PATIENTS WHO ARE WILLING, BUT UNABLE TO PAY FOR THE SERVICES THEY RECEIVE. THIS INCLUDES PATIENTS WHOSE CHARGES ARE FORGIVEN OR REDUCED BECAUSE OF INABILITY TO PAY; PATIENTS WHO ARE UNABLE TO PAY THE BALANCE LEFT BY ANY PAYER; AND PATIENTS FOR WHOM UNUSUAL CIRCUMSTANCES, OR SPECIAL FINANCIAL HARDSHIP, WARRANT SPECIAL CONSIDERATION. ARMC PROVIDED $1,668,660 IN FREE OR DISCOUNTED CARE TO LOW INCOME AND UNINSURED PATIENTS IN 2024. GOVERNMENT-SPONSORED MEANS-TESTED HEALTH CARE: ARMC PROVIDED INPATIENT AND OUTPATIENT CARE, INCLUDING EMERGENCY DEPARTMENT SERVICES TO MEDICAID PATIENTS. PAYMENTS RECEIVED FOR THESE SERVICES WERE BELOW THE COST OF CARE PROVIDED. THE EXPENSE TO COVER UNREIMBURSED MEDICAID COSTS FOR PATIENTS TOTALED $48,838. COMMUNITY BENEFIT SERVICES: 1. COMMUNITY HEALTH IMPROVEMENT SERVICES: $120,030 ARMC IS COMMITTED TO COMMUNITY HEALTH IMPROVEMENT SERVICES, WHICH INCLUDE A RANGE OF ACTIVITIES CARRIED OUT TO IMPROVE COMMUNITY HEALTH BEYOND PATIENT CARE. BELOW ARE HIGHLIGHTS OF SUCH ACTIVITIES THAT FALL WITHIN THE CATEGORIES OF COMMUNITY HEALTH EDUCATION, COMMUNITY-BASED CLINICAL SERVICES, HEALTH CARE SUPPORT SERVICES AND SOCIAL AND ENVIRONMENTAL IMPROVEMENT. IN 2024, THE MAKE IT OK COMMUNITY INITIATIVE CONTINUED TO RAISE AWARENESS, CHALLENGE STIGMA, CONNECT PEOPLE TO RESOURCES, AND ENCOURAGE OPEN CONVERSATIONS ABOUT MENTAL HEALTH, INCLUDING SUBSTANCE USE DISORDER. IN MARCH, ARMC CELEBRATED THE LAUNCH OF OUR REDESIGNED WEBSITE FEATURING A NEW LOOK, NEW EXPERIENCE, UPDATED CONTENT, AND TAILORED RESOURCES DESIGNED TO HELP EVERYONE FEEL WELCOMED, SEEN, HEARD, AND INCLUDED. EXPLORE AT MAKEITOK.ORG. ARMC OUTREACH REMAINED STRONG, WITH IN-PERSON AND VIRTUAL COMMUNITY CONNECTIONS THROUGH EVENTS, ACTIVITIES, PARTNERSHIPS, AND TRAINING NEW AMBASSADORS, LOCALLY AND NATIONALLY. IN MAY, DURING MENTAL HEALTH MONTH, THOUSANDS OF LISTENERS WERE THROUGH INTERVIEWS WITH THE RADIO STATION KS95 AND THE WELL WISCONSIN RADIO PODCAST. ARMC ALSO DEBUTED OUR COMMUNITY E-NEWSLETTER, WHICH NOW GOES OUT BI-MONTHLY. HIGHLIGHTS OF MAKE IT OK IN 2024: 73,000+ WEBSITE VISITORS 18,000+ REACHED THROUGH RADIO AND PODCAST INTERVIEWS 6,000+ ENGAGED AT 30 IN-PERSON COMMUNITY EVENTS 995 AMBASSADOR E-NEWS LISTSERV SUBSCRIBERS (140 NEW IN 2024) 632 ATTENDEES THROUGH 15 MAKE IT OK PRESENTATIONS (497 ATTENDED THE SUBSTANCE USE DISORDER PRESENTATION) 495 NEW COMMUNITY E-NEWS LISTSERV SUBSCRIBERS (SINCE MAY 2024) 162 NEW AMBASSADORS TRAINED THROUGH SEVEN VIRTUAL SESSIONS IN 2024, THE POWERUP COMMUNITY HEALTH INITIATIVE CONTINUED TO INSPIRE AND SUPPORT KIDS AND FAMILIES TO EAT BETTER, MOVE MORE, AND FEEL GOOD. THIS YEAR, ARMC DEEPENED ITS FOCUS ON "FEEL GOOD" RESOURCES, OFFERING SIMPLE AND APPROACHABLE WAYS FOR KIDS TO BUILD HEALTHY COPING SKILLS, CONFIDENCE, AND EMOTIONAL WELL-BEING. WHETHER IT WAS THROUGH PRACTICING MINDFULNESS, FINDING MOMENTS TO UNPLUG, OR SPREADING KINDNESS, POWERUP PROVIDED FUN AND PRACTICAL IDEAS TO SUPPORT KIDS IN FEELING THEIR BEST. IN-PERSON OUTREACH REMAINED STRONG, CONNECTING WITH FAMILIES IN MEANINGFUL WAYS THROUGH EVENTS, ACTIVITIES, AND COMMUNITY PARTNERSHIPS. AS MENTAL WELL-BEING CONTINUES TO BE A TOP PRIORITY IN OUR COMMUNITIES, POWERUP IS PROUD TO BE A TRUSTED SOURCE OF SUPPORTHELPING KIDS AND FAMILIES BUILD SELF-CARE HABITS, STRENGTHEN EMOTIONAL RESILIENCE, AND FIND EVERYDAY MOMENTS OF JOY AND CONNECTION. LEARN MORE AT POWERUP4KIDS.ORG. HIGHLIGHTS OF POWERUP IN 2024: 13,000+ REACHED WITH THE POWERUP PRESS FAMILY NEWSLETTERS, THROUGH SCHOOLS AND COMMUNITIES 2,189: POWERUP LISTSERV SUBSCRIBERS (108 NEW IN 2024) ENGAGED THROUGH MONTHLY E-NEWSLETTERS ENGAGED 23,094 KIDS AND FAMILIES THROUGH 131 EVENTS THAT POWERUP ATTENDED THE ST. CROIX VALLEY FAITH COMMUNITY NURSING PROGRAM IS A HEALTH CARE MINISTRY PROVIDING PHYSICAL, EMOTIONAL, AND SPIRITUAL CARE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH PARTNERSHIPS WITH LOCAL CONGREGATIONS AND COMMUNITIES. IN 2024, THE PROGRAM CONTINUED TO GROW ITS PRESENCE IN WESTERN WISCONSIN, INCLUDING HUDSON, NEW RICHMOND AND AMERY. THIS INCLUDED ACTIVE PARTICIPATION IN LOCAL MINISTERIUM GROUPS, COMMUNITY COLLABORATIONS, FOOT CARE CLINICS AND GRIEF SUPPORT EFFORTS THROUGH THE ST. CROIX VALLEY GRIEF COALITION. HIGHLIGHTS OF FAITH COMMUNITY NURSING IN 2024: HELD COMMUNITY FOOT CARE CLINICS AND A WELLNESS DAY SERVING 218 INDIVIDUALS, WITH 190 RECEIVING SCREENINGS; FREE FOOT CARE CLINICS AT GRACE PLACE SHELTER SERVED 34 CLIENTS; LAUNCHED TWO GROWING THROUGH LOSS GRIEF SUPPORT SERIES THROUGH THE ST. CROIX VALLEY GRIEF COALITION, REACHING 334 INDIVIDUALS AND LOGGING OVER 1,500 VOLUNTEER HOURS; CONTINUED PARTNERSHIP BUILDING AND OUTREACH IN HUDSON, NEW RICHMOND AND AMERY THROUGH PRESENTATIONS, MINISTERIUM MEETINGS, AND LOCAL COLLABORATIONS. IN 2024, LITTLE MOMENTS COUNT (LMC) OFFICIALLY EXPANDED INTO THE ST. CROIX VALLEY, LAUNCHING A NEW REGIONAL COUNCIL AND DEEPENING OUR COMMITMENT TO EARLY CHILDHOOD BRAIN DEVELOPMENT IN RURAL COMMUNITIES. WITH SUPPORT FROM THE ST. CROIX VALLEY FOUNDATION, THIS LOCAL EFFORT BEGAN IN MAY WITH A REGIONAL LAUNCH EVENT ATTENDED BY OVER 125 PEOPLE, FEATURING EXPERT SPEAKERS AND RICH COMMUNITY DIALOGUE. IN THIS FIRST YEAR, THE FOCUS HAS BEEN ON LAYING THE GROUNDWORK BRINGING PARTNERS TOGETHER, LISTENING TO COMMUNITY PRIORITIES, AND BETTER UNDERSTANDING THE UNIQUE STRENGTHS AND NEEDS OF RURAL FAMILIES. THIS FOUNDATION HAS HELPED SPREAD AWARENESS ABOUT WHAT LITTLE MOMENTS COUNT IS AND SPARKED EXCITEMENT ABOUT THE OPPORTUNITY TO WORK TOGETHER FOR COLLECTIVE IMPACT. IN 2024, LMC ATTENDED 16 OUTREACH EVENTS ACROSS THE ST. CROIX VALLEY, CONNECTING WITH OVER 1,500 PEOPLE AND INSPIRING EVERYDAY MOMENTS OF CONNECTION BETWEEN ADULTS AND CHILDREN THROUGH TALKING, READING, SINGING, PLAYING, AND STORYTELLING. THESE EVENTS AND PARTNERSHIPS HELPED SPREAD AWARENESS ABOUT EARLY BRAIN DEVELOPMENT AND THE SIMPLE BUT POWERFUL WAYS CAREGIVERS AND COMMUNITIES CAN SUPPORT YOUNG CHILDREN. THE MOMENTUM BUILT THIS YEAR IS CREATING NEW OPPORTUNITIES TO GROW LOCAL ENGAGEMENT, STRENGTHEN PARTNERSHIPS, AND WORK TOGETHER IN SUPPORT OF CHILDREN AND FAMILIES ACROSS THE ST. CROIX VALLEY. HIGHLIGHTS OF LITTLE MOMENTS COUNT IN 2024: 125+ ATTENDEES AT MAY'S LAUNCH EVENT; 16 OUTREACH EVENTS ATTENDED ACROSS THE ST. CROIX VALLEY; 1,500+ CAREGIVERS, FAMILIES, AND COMMUNITY MEMBERS REACHED; ONE REGIONAL COUNCIL FORMED, REPRESENTING FIVE COUNTIES AND GROWING PARTNERSHIPS IN RURAL EARLY CHILDHOOD SPACES. ARMC IS COMMITTED TO PROVIDING SEVERAL HEALTH CARE SUPPORT SERVICES INTENDED TO INCREASE ACCESS AND QUALITY OF CARE IN HEALTH SERVICES TO INDIVIDUALS, ESPECIALLY PERSONS LIVING IN POVERTY AND THOSE IN OTHER VULNERABLE POPULATIONS. THESE SUPPORT SERVICES INCLUDE: PATIENT EMERGENCY FUND, SOCIAL WORKERS PROVIDING SUPPORT ABOVE AND BEYOND STANDARD OF PRACTICE AND ADVANCE CARE DIRECTIVES ASSISTANCE. ARMC CONTINUES TO HOST, MAINTAIN AND SUPPORT THE COMMUNITY GARDEN OF 18 BEDS ALONGSIDE LOCAL COMMUNITY PARTNERS.
FORM 990, PART III, LINE 4A	2. HEALTH PROFESSIONS EDUCATION: $274,271 IN 2024, ARMC CONTINUED ITS COMMITMENT TO TRAINING THE NEXT GENERATION OF HEALTH PROFESSIONALS BY SERVING AS A CLINICAL TRAINING SITE FOR STUDENTS ACROSS A VARIETY OF DISCIPLINES. STUDENTS GAINED HANDS-ON EXPERIENCE IN REAL-WORLD CARE SETTINGS UNDER THE SUPERVISION OF EXPERIENCED CLINICIANS. CLINICAL TRAINING WAS PROVIDED IN THE FIELDS OF NURSING, MEDICAL ASSISTANT, CERTIFIED REGISTERED NURSE ANESTHETIST, NURSE PRACTITIONER, PHARMACY, PHYSICAL THERAPY, PHLEBOTOMY, RESIDENT PHYSICIANS. 3. SUBSIDIZED HEALTH SERVICES: $2,351,285 ARMC IS COMMITTED TO PROVIDING NEEDED SERVICES, EVEN AT A FINANCIAL LOSS BECAUSE THEY ARE NEEDED IN THE COMMUNITY AND WOULD OTHERWISE NOT BE AVAILABLE IN SUFFICIENT AMOUNTS. IN 2024, SUBSIDIZED HEALTH SERVICES INCLUDED: EMERGENCY AND TRAUMA, PRIMARY CARE AT RURAL HEALTH CLINICS IN AMERY, CLEAR LAKE AND LUCK, WI AND BEHAVIORAL HEALTH. 4. CASH AND IN-KIND CONTRIBUTIONS: $128,278 ARMC SUPPORTED LOCAL NONPROFIT ORGANIZATIONS AND COMMUNITY GROUPS THROUGH CHARITABLE DONATIONS AND SPONSORSHIPS IN 2024. BENEFICIARIES INCLUDED HALOS OF THE ST. CROIX VALLEY, NORTHWOODS HOMELESS SHELTER, THE SALVATION ARMY OF POLK COUNTY, AND INTERFAITH CAREGIVERS. THESE CONTRIBUTIONS ENHANCE LOCAL RESOURCES AND PROMOTE COMMUNITY WELL-BEING IN THE AMERY AREA. IN-KIND DONATIONS INCLUDE STAFF HOURS SPENT IN SUPPORT OF LOCAL COMMUNITY BOARDS OR COMMITTEE WORK SUCH AS: KINSHIP OF POLK COUNTY, REGIONAL TRAUMA ADVISORY COUNCIL, ST. CROIX VALLEY INJURY PREVENTION, PARTNERS FOR RECOVERY, MENTAL HEALTH TASK FORCE OF POLK COUNTY AND STATE TRAUMA ADVISORY COUNCIL. TO HELP ADDRESS COMMUNITY FOOD INSECURITY, ARMC PROVIDES THE AMERY AREA FOOD SHELF WITH RENT-FREE SPACE AND UTILITIES, A CONTRIBUTION VALUED AT OVER $74,000. 5. COMMUNITY BUILDING ACTIVITIES: $61,048 ARMC PROVIDES LEADERSHIP AND PARTICIPATES IN SEVERAL STRATEGIC COMMUNITY COLLABORATIONS AND INITIATIVES, INCLUDING: POLK COUNTY ECONOMIC DEVELOPMENT CORP, POLK COUNTY PUBLIC HEALTH, POLK UNITED, AMERY ECONOMIC DEVELOPMENT CORP, MENTAL HEALTH TASK FORCE, NORTHWEST WISCONSIN HEALTHCARE EMERGENCY READINESS, POLK COUNTY I-TEAM AND PARTNERS FOR RECOVERY. ARMC ALSO CONTINUES TO PRIORITIZE SUSTAINABILITY AND ENVIRONMENTAL STEWARDSHIP THROUGH A VARIETY OF INITIATIVES: 41 TONS OF MATERIALS WERE REUSED OR RECYCLED, KEEPING THEM OUT OF THE LANDFILL; MORE THAN $21,000 WAS SAVED THROUGH THE GREENING THE OR PROGRAM; 1 TON OF CAFETERIA FOOD WASTE WAS COMPOSTED; 0.26 TONS OF EQUIPMENT WERE DONATED FOR REUSE; AND 39 TONS OF RECYCLABLE MATERIALS WERE PROCESSED. THE MEDICATION TAKE BACK PROGRAM COLLECTED 599 POUNDS OF UNUSED MEDICATIONS, HELPING PREVENT ACCIDENTAL POISONING OR MISUSE AND PROTECTING LOCAL WATER SUPPLIES. 6. COMMUNITY BENEFIT OPERATIONS: $16,371 STAFF TIME IS ALLOCATED TO THE TRAINING, MANAGEMENT AND REPORTING OF COMMUNITY BENEFITS TO BEST CAPTURE ARMC'S COMMITMENT TO COMMUNITY HEALTH IMPROVEMENT. IN 2024, ARMC ALSO ALLOCATED FUNDING TO SUPPORT PLANNING EFFORTS FOR THE NEXT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS INCLUDED FEES PAID TO HEALTHPARTNERS CENTER FOR EVALUATION AND SURVEY RESEARCH (CESR), WHO PROVIDES TECHNICAL SUPPORT, DATA COLLECTION AND FACILITATION FOR CHNA-RELATED ACTIVITIES. 7. ORGANIZATION AWARDS AND ACHIEVEMENTS ARMC IS PROUD OF ITS CONTINUED STATE AND NATIONAL AWARD-WINNING TRADITIONS OF EXCEPTIONAL CARE AND PERFORMANCE IN ALL AREAS. HERE ARE A FEW OF THE HIGHLIGHTS FROM 2024: TOP 100 CRITICAL ACCESS HOSPITAL IN THE COUNTRY FROM THE CHARTIS CENTER FOR RURAL HEALTH; 2024 PERFORMANCE LEADERSHIP AWARD WINNER IN THE "QUALITY AND "OUTCOMES" CATEGORIES FROM THE CHARTIS GROUP; TREE CAMPUS HEALTHCARE AWARD FROM THE ARBOR DAY FOUNDATION; TOP 25 ENVIRONMENTAL EXCELLENCE AWARD, CIRCLE OF EXCELLENCE AWARD IN WATER AND GREENING THE OPERATING ROOM RECOGNITION AWARD FROM PRACTICE GREENHEALTH; NAMED A PERFORMER BY THE WISCONSIN HOSPITAL ASSOCIATION IN THE FOLLOWING CATEGORY: PATIENT SAFETY ALL PATIENTS & PATIENTS WITH SURGERY; NAMED "BEST HEALTHCARE FACILITY" IN THE 2024 READERS' CHOICE AWARDS, PUBLISHED ANNUALLY BY THE AMERY FREE PRESS; NAMED "BEST GYM/FITNESS CENTER" IN THE 2024 BEST OF AMERY AREA READERS' CHOICE AWARDS, PUBLISHED ANNUALLY BY THE AMERY FREE PRESS; ONE OF ARMC'S STAFF WAS NAMED "BEST DOCTOR" IN THE 2024 BEST OF AMERY AREA READERS' CHOICE AWARDS, PUBLISHED ANNUALLY BY THE AMERY FREE PRESS; ONE OF ARMC'S STAFF WAS NAMED "BEST NURSE" IN THE 2024 BEST OF AMERY AREA READERS' CHOICE AWARDS, PUBLISHED ANNUALLY BY THE AMERY FREE PRESS; ONE OF ARMC'S STAFF EARNED "BEST MENTAL WELLNESS" IN THE 2024 BEST OF AMERY AREA READERS' CHOICE AWARDS, PUBLISHED ANNUALLY BY THE AMERY FREE PRESS.
FORM 990, PART VI, SECTION A, LINE 4	AMRC'S ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED TO REMOVE REFERENCES TO RH-WISCONSIN, INC. AS A CORPORATE MEMBER AND MAKE OTHER CHANGES TO INDENTIFY GROUP HEALTH, INC. AS THE SOLE CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 6	THE CORPORATE MEMBERS OF AMERY IS GROUP HEALTH, INC.
FORM 990, PART VI, SECTION A, LINE 7A	AMERY'S BOARD OF DIRECTORS IS COMPRISED OF NOT MORE THAN 13 PERSONS APPOINTED AS FOLLOWS: - 7 COMMUNITY REPRESENTATIVES APPOINTED BY GROUP HEALTH, INC., FROM RECOMMENDATIONS BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. - 3 REPRESENTATIVES APPOINTED BY GROUP HEALTH, INC. - 3 HEALTH CARE PROVIDERS NOMINATED BY THE PHYSICIAN GROUP STAFFING ARMC'S PRIMARY CARE CLINIC AND APPOINTED BY GROUP HEALTH, INC. - THE PRESIDENT AND CHIEF MEDICAL OFFICER OF AMERY SIT IN EX-OFFICIO CAPACITIES, WITHOUT THE RIGHT TO VOTE.
FORM 990, PART VI, SECTION A, LINE 7B	THE HOSPITAL'S CORPORATE MEMBER GROUP HEALTH, INC., APPROVES THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS: - AMENDMENT OF ARTICLES OR BYLAWS - DISSOLUTION - CHANGE IN FUNDAMENTAL NATURE OR PURPOSE - SALE, LEASE, EXCHANGE, MORTAGE, PLEDGE, OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL ASSETS - MERGER OR CONSOLIDATION WITH ANY OTHER ORGANIZATION OR ENTITY - ANNUAL CAPITAL BUDGETS, OPERATING BUDGETS, AND STRATEGIC PLANS - UNBUDGETED CONTRACTS WITH OR EXPENDITURES TO UNALLILIATED ORGANIZATIONS - ESTABLISHMENT OF NEW ENTITIES OR SIGNFICANT RELATIONSHIPS WITH OTHER ENTITIES - GUARANTEEING DEBTS OR OTHER PERSON OR ENTITY - BORROWING OR LENDING FUNDS - TRANSFER OR CONTRIBUTION OF ASSETS TO ANOTHER ENTITY - APPOINTMENT OF THE PRESIDENT AND THE BOARD CHAIR
FORM 990, PART VI, SECTION B, LINE 11B	AMERY'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF AMERY. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE TAX DEPARTMENT OF GROUP HEALTH, INC. (GHI), THE MANAGEMENT TEAM OF AMERY, GHI'S INTERNAL LEGAL DEPARTMENT AND AMERYS OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS COMPLETED AND PRESENTED TO THE GOVERNING BODY OF AMERY. AMERY MAKES AVAILABLE TO THE GOVERNING BODY (BOARD OF DIRECTORS) A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE AMERY BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE GENERAL COUNSEL OF HEALTHPARTNERS REVIEWS THE QUESTIONNAIRE RESPONSES AND DEVELOPS A REPORT DETAILING ANY POTENTIALLY MATERIAL CONFLICTS FOR THE PRESIDENT AND CHAIR OF THE BOARD. A VERBAL SUMMARY IS ALSO GIVEN TO THE FULL BOARD OR APPROPRIATE COMMITTEE ENDING WITH A REMINDER TO COVERED PERSONS OF THE POLICY'S MANDATE THAT EACH PERSON IS OBLIGATED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY MAY ARISE THROUGHOUT THE YEAR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY. IF A DISCLOSED CONFLICT OF INTEREST IMPACTS AN AGENDA ITEM OR DECISION, THE COVERED PERSON WOULD BE EXCLUDED FROM VOTING AND MAY BE EXCLUDED FROM RECEIVING INFORMATION AND/OR PARTICIPATING IN DELIBERATIONS, DEPENDING ON THE CIRCUMSTANCES.
FORM 990, PART VI, SECTION B, LINE 15	AMERY'S PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS), LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC (LAKEVIEW) OR BY GROUP HEALTH, INC. (GHI), ALL OF WHICH ARE RELATED ORGANIZATIONS, OR BY AMERY. GHI, REGIONS, LAKEVIEW AND AMERY HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF AMERY'S PRESIDENT AND OTHER OFFICERS. EVERY THREE YEARS, THE INDEPENDENT COMPENSATION COMMITTEE OF THE GHI BOARD OF DIRECTORS (THE "COMMITTEE"), RETAINS AN EXTERNAL COMPENSATION EXPERT TO CONDUCT AN EXTENSIVE MARKET COMPARABILITY REVIEW FOR ALL OFFICERS OF THE ORGANIZATION. THE REVIEW INCLUDES ALL COMPONENTS OF TOTAL COMPENSATION: BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE APPROPRIATE COMMITTEE. BASED ON THIS DATA, EITHER THE EXECUTIVE COMMITTEE OF REGIONS, THE COMPENSATION COMMITTEE OF GHI, LAKEVIEW'S EXECUTIVE COMMITTEE, OR THE AMERY EXECUTIVE COMMITTEE (THE "COMMITTEES") DETERMINE MINIMUM AND MAXIMUM TOTAL COMPENSATION RANGES FOR EACH EMPLOYED OFFICER. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE COMMITTEES' DIRECTION, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION CONSULTANT FOR THE COMMITTEE. FOR CERTAIN POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED TO SET SALARY RANGES BASED ON THE COMPETITIVE MARKET DATA SPECIFIC TO THOSE POSITIONS. THE COMMITTEES REVIEW AND APPROVE EACH YEAR'S COMPENSATION RESULTS. IN ALL CASES, THE COMMITTEES' MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMMITTEES MEMBERS' INDEPENDENCE AND THIS IS UPDATED AT ANY MEETING AT WHICH DECISIONS ARE BEING MADE. STAFF (OTHER THAN THE SECRETARY TO THE BOARD) IS NOT IN THE ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. WITH AMERY'S BOARD OF DIRECTORS INPUT, THE ST CROIX VALLEY EXECUTIVE LEADER CONDUCTS THE ANNUAL PERFORMANCE REVIEW AND, WITH AMERY'S BOARD APPROVAL, DETERMINES THE COMPENSATION OF THE AMERY PRESIDENT. AMERY'S BOARD HAS DELEGATED TO THE PRESIDENT THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL ARMC-EMPLOYED OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMMITTEE. ANY EXCEPTIONS TO COMPENSATION IN EXCESS OF THE APPROVED RANGES ARE APPROVED BY THE AMERY'S EXECUTIVE COMMITTEE. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND ON THE EMPLOYEE'S W-2.
FORM 990, PART VI, SECTION C, LINE 18	AMERY'S 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM AMERY OR HEALTHPARTNERS, INC.
FORM 990, PART VI, SECTION C, LINE 19	AMERY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
990, PART VII, SEC A, LN 1A, COL (B) - RELATED ORGANIZATION AVERAGE HOURS	DIRECTORS AND OFFICERS OF ARMC ARE EMPLOYED AND COMPENSATED BY GROUP HEALTH, INC., REGIONS HOSPITAL, LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION OR ARMC. REPORTED AVERAGE HOURS WORKED ARE BASED ON THEIR TOTAL COMPENSATION FROM ALL RELATED ORGANIZATIONS.

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

AMERY REGIONAL MEDICAL CENTER INC

Employer identification number

39-0908320

Part I

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

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

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)HEALTHPARTNERS INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1693838	HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATION	MN	501(C)(4)		N/A		No
(2)GROUP HEALTH INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0797853	CLINIC SERVICES	MN	501(C)(3)	170(B)(1) (A)(III)	HEALTHPARTNERS INC		No
(3)HEALTHPARTNERS INSTITUTE 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1670163	HEALTHCARE EDUCATION AND RESEARCH	MN	501(C)(3)	509(A)(3) TYPE I	HEALTHPARTNERS INC		No
(4)CAPITOL VIEW TRANSITIONAL CARE CENTER 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-2011453	TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	GROUP HEALTH INC		No
(5)REGIONS HOSPITAL 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0956618	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	GROUP HEALTH INC		No
(6)REGIONS HOSPITAL FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1888902	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	MN	501(C)(3)	170(B)(1) (A)(VI)	GROUP HEALTH INC		No
(7)RHSC INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1891928	HEALTHCARE STAFFING AND INTENSE REHAB SERVICES	MN	501(C)(3)	509(A)(3) TYPE II	HEALTHPARTNERS INC		No
(8)HUDSON HOSPITAL INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-0804125	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(III)	GROUP HEALTH INC		No
(9)HUDSON HOSPITAL FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-1279567	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	WI	501(C)(3)	170(B)(1) (A)(VI)	HUDSON HOSPITAL INC		No
(10)LAKEVIEW HEALTH FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1386635	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	MN	501(C)(3)	170(B)(1) (A)(VI)	LAKEVIEW HEALTH		No
(11)LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-0811697	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	LAKEVIEW HEALTH		No
(12)STILLWATER MEDICAL GROUP 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 83-0379473	CLINIC STAFF AND FACILITIES	MN	501(C)(3)	509(A)(3) TYPE I	LAKEVIEW HEALTH		No
(13)LAKEVIEW HEALTH 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 30-0221189	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(3) TYPE II	GROUP HEALTH INC		No
(14)WESTFIELDS HOSPITAL INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-0808442	HOSPITAL	WI	501(C)(3)	170(B)(1) (A)(III)	GROUP HEALTH INC		No
(15)WESTFIELDS HOSPITAL FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-1770913	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	WI	501(C)(3)	170(B)(1) (A)(VI)	WESTFIELDS HOSPITAL INC		No
(16)PARK NICOLLET HEALTH SERVICES 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 36-3465840	CORPORATE PLANNING AND OVERSIGHT	MN	501(C)(3)	509(A)(2)	HEALTHPARTNERS INC		No
(17)PARK NICOLLET FOUNDATION 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 23-7346465	SUPPORT TO RELATED ENTITIES AND COMMUNITY HEALTH	MN	501(C)(3)	170(B)(1) (A)(VI)	PARK NICOLLET HEALTH SERVICES		No
(18)PARK NICOLLET METHODIST HOSPITAL 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-0132080	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	PARK NICOLLET HEALTH SERVICES		No
(19)PARK NICOLLET HEALTH CARE PRODUCTS 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 01-0638901	DURABLE MEDICAL EQUIPMENT AND OTHER HEALTH CARE RETAIL SALES	MN	501(C)(3)	509(A)(3) TYPE I	PARK NICOLLET HEALTH SERVICES		No
(20)PARK NICOLLET CLINIC 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-0834920	CLINIC SERVICES	MN	501(C)(3)	170(B)(1) (A)(III)	PARK NICOLLET HEALTH SERVICES		No
(21)PNMC HOLDINGS 6500 EXCELSIOR BLVD ST LOUIS PARK,MN55426 41-1741792	HEALTHCARE REAL ESTATE	MN	501(C)(3)	509(A)(3) TYPE I	PARK NICOLLET HEALTH SERVICES		No
(22)AMERY REGIONAL MEDICAL CENTER FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 39-1726539	PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH	WI	501(C)(3)	170(B)(1) (A)(VI)	AMERY REGIONAL MEDICAL CENTER INC	Yes
(23)HUTCHINSON HEALTH 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 84-1715908	HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(III)	PARK NICOLLET HEALTH SERVICES		No
(24)HUTCHINSON HEALTH FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 36-3317820	PROVIDE SUPPORT TO HOSPITAL	MN	501(C)(3)	170(B)(1) (A)(VI)	HUTCHINSON HEALTH		No
(25)HEALTHPARTNERS RC 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 84-4261122	HOSPITAL	MN	501(C)(3)	170(B)(1)(A)(III)	PARK NICOLLET HEALTH SERVICES		No
(26)OLIVIA HOSPITAL & CLINIC FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS,MN554401309 41-1839619	PROVIDE SUPPORT TO HOSPITAL	MN	501(C)(3)	509(A)(3) TYPE I	HEALTHPARTNERS RC		No

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

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

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

Part IV

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

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

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

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 ............................

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
(1) HEALTHPARTNERS INC - CLAIMSHEALTHCARE SERVICES	L	771,011	FAIR VALUE
(2) AMERY REGIONAL MEDICAL CENTER FOUNDATION INC	C	125,176	FAIR VALUE

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,193,584	838,610
9	Program service revenue (Part VIII, line 2g) .........	76,458,992	85,297,343
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,114,592	1,869,131
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	126,810	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	81,893,978	88,005,084
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	5,794	5,306
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)	52,736,714	54,532,547
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)....	22,897,763	26,218,336
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	75,640,271	80,756,189
19	Revenue less expenses. Subtract line 18 from line 12.......	6,253,707	7,248,895
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	61,891,041	69,533,464
21	Total liabilities (Part X, line 26).............	20,099,408	20,394,731
22	Net assets or fund balances. Subtract line 21 from line 20.....	41,791,633	49,138,733

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 71,069,895 including grants of $ 5,306 ) (Revenue $ 85,297,343 )
	SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses71,069,895

(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) ANTHONY R GOULD........................................................................ OPERATIONS DIRECTOR	48.00 .......................0.00	X		179,790	0	46,410
(19) JOLLEEN M NICHOLS........................................................................ PROVIDER-APNP	40.00 .......................0.00	X		174,862	0	21,389
(20) JENNIFER M STUHR........................................................................ PHARMACY MANAGER	40.00 .......................0.00	X		160,044	0	43,808
(21) VICTORIA R STUDTMANN........................................................................ PROVIDER-APNP	36.00 .......................0.00	X		157,528	0	44,651
(22) JOANN R SCRIBNER........................................................................ HOSPITAL SURGERY MANAGER	50.00 .......................0.00	X		146,665	0	18,231
(23) JASON J LUHRS........................................................................ FORMER CFO	0.00 .......................50.00		X	0	377,218	70,790

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,065,019	4,367,620	1,014,086

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE ACCESSIBLE, COMPREHENSIVE, QUALITY HEALTHCARE
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	466
6	Total number of volunteers (estimate if necessary) .............	6	32
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

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	125,176
e	Government grants (contributions)		1e	713,434

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.......		838,610

		Business Code
2a	PATIENT SERVICES	621110	80,426,279	80,426,279
b	MEDICAL RETAIL	621110	4,648,004	4,648,004
c	CAFETERIA	445200	123,731	123,731
d	CONTRACT REVENUE	621110	99,329	99,329
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		85,297,343

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,869,131			1,869,131
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	14,300
b	Less: rental expenses	6b	14,300
c	Rental income or (loss)	6c	0
d	Net rental income or (loss).......			0
			(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.....			88,005,084	85,297,343	0	1,869,131

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,306	5,306
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 ...........	261,964		261,964
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........	42,263,842	38,048,260	4,215,582
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,344,432	1,180,864	163,568
9	Other employee benefits .......	8,413,298	7,173,464	1,239,834
10	Payroll taxes ...........	2,249,011	2,019,308	229,703
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	80,070	56,049	24,021
c	Accounting ...........	104,788		104,788
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)	5,479,700	5,079,347	400,353
12	Advertising and promotion ....	280,572	70,905	209,667
13	Office expenses .......	306,347	186,080	120,267
14	Information technology ......	1,500,682	213,992	1,286,690
15	Royalties ..
16	Occupancy ...........	1,146,112	1,038,393	107,719
17	Travel ............	173,993	157,918	16,075
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	65,389	58,182	7,207
20	Interest ...........	491,938	444,980	46,958
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	2,988,337	2,521,817	466,520
23	Insurance ...	370,443	167,152	203,291
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL & DRUG SUPPLIES	11,052,883	11,019,186	33,697
b	EQUIP. RENT & REPAIR	1,324,182	1,260,608	63,574
c	OTHER EXPENSE	852,900	368,084	484,816
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	80,756,189	71,069,895	9,686,294	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
2	Savings and temporary cash investments .........			8,013,123	2	11,990,456
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			11,172,410	4	14,210,145
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 ............			1,190,296	8	1,019,118
9	Prepaid expenses and deferred charges ......			61,310	9	71,578
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	71,816,695
b	Less: accumulated depreciation	10b	51,098,473	20,638,341	10c	20,718,222
11	Investments—publicly traded securities .			19,014,177	11	20,346,778
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..			1,569,349	13	991,231
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			232,035	15	185,936
16	Total assets. Add lines 1 through 15 (must equal line 33)...			61,891,041	16	69,533,464

17	Accounts payable and accrued expenses .....	2,796,193	17	5,416,199
18	Grants payable ...		18
19	Deferred revenue .........	600,538	19	377,395
20	Tax-exempt bond liabilities .........	16,462,199	20	14,420,054
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	240,478	25	181,083
26	Total liabilities. Add lines 17 through 25..	20,099,408	26	20,394,731

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	41,791,633	27	49,138,733
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 ...........	41,791,633	32	49,138,733
33	Total liabilities and net assets/fund balances ........	61,891,041	33	69,533,464