Essentia Health, Essentia Health Services in Duluth, Minnesota (MN)

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Essentia Health, Essentia Health Services
Employer Identification Number (EIN)200360007
Name of OrganizationEssentia Health
Secondary NameEssentia Health Services
In Care of NameRobert Norman
Address502 E 2nd St, Duluth, MN 55805-1913
SubsectionCharitable Organization
Ruling Date11/2003
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$128,318,534
Amount of Income$76,671,369
Form 990 Revenue Amount$76,668,051
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Single Organization Support


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Amount of income in 2012: $76,671,369
Essentia Health, Essentia Health Services: 

 $76,671,369
Other organizations performing similar types of work: 

 $475,628

Assets in 2012: $128,318,534
This organization: 

 $128,318,534
Other organizations performing similar types of work: 

 $882,851

Expenses in 2007: $13,454,784
Essentia Health, Essentia Health Services: 

 $13,454,784
Other organizations performing similar types of work: 

 $2,117,062

Income to expenses ratio in 2007: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2007: 36.4%
Essentia Health, Essentia Health Services: 

 36.4%
Other organizations performing similar types of work: 

 81.7%

Grants share in income in 2007: 0.0%
Essentia Health, Essentia Health Services: 

 0.0%
Other organizations performing similar types of work: 

 52.7%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2007
Total revenue$15,114,341
Contributions, gifts, grants, and similar amounts received$0
Contributions to donor advised funds$0
Direct public support$0
Indirect public support$0
Government contributions (grants)$0
Program service revenue including government fees and contracts$13,502,773
Membership dues and assessments$0
Interest on savings and temporary cash investments$6,231
Dividends and interest from securities$18,331
Net rental income or (loss)$0
Gross rents$0
Less: rental expenses$0
Other investment income$1,525,301
Gain or (loss) from sales of assets other than inventory$0
Gross amount from sales of assets other than inventory$0
Less: cost or other basis and sales expenses$0
Net income or (loss) from special events and activities$0
Gross revenue$0
Less: direct expenses other than fundraising expenses$0
Gross profit or (loss) from sales of inventory$0
Gross sales of inventory, less returns and allowances$0
Less: cost of goods sold$0
Other revenue$61,705
Total expenses$13,454,784
Program services$4,895,211
Management and general$8,559,573
Fundraising$0
Payments to affiliates$0
Net assets or fund balances at end of year$56,717,748
Excess or (deficit) for the year$1,659,557
Net assets or fund balances at beginning of year$-1,901,716
Other changes in net assets or fund balances$56,959,907
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$13,454,784$4,895,211$8,559,573$0
Grants paid from donor advised funds$0
Other grants and allocations$5,200
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$43,850$0$43,850$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$101,979$101,979$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$104,675$0$104,675$0
Legal fees$32,127$980$31,147$0
Supplies$422,383$415,725$6,658$0
Telephone$0$0$0$0
Postage and shipping$1,643$20$1,623$0
Occupancy$181,547$0$181,547$0
Equipment rental and maintenance$60,588$55,771$4,817$0
Printing and publications$73,347$55,173$18,174$0
Travel$25,273$19,017$6,256$0
Conferences, conventions, and meetings$69,594$0$69,594$0
Interest$1,749$0$1,749$0
Depreciation, depletion, etc.$476,691$409,409$67,282$0
Other expenses not covered above$11,854,138$3,831,937$8,022,201$0
Balance Sheets
2007
Total assets$83,718,641
Cash - non-interest-bearing$213,913
Savings and temporary cash investments$5,977
Accounts receivable less allowance for doubtful accounts$376,119
Pledges receivable less allowance for doubtful accounts$0
Grants receivable$0
Receivables from current and former officers, directors, trustees, and key employees$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$7,891,573
Inventories for sale or use$0
Prepaid expenses and deferred charges$43,733
Investments - publicly-traded securities$15,995,223
Investments - other securities$9,316
Investments - land, buildings, and equipment less accumulated depreciation$0
Investments - other$59,182,787
Land, buildings, and equipment less accumulated depreciation$0
Other assets, including program-related investments$0
Total liabilities$27,000,893
Accounts payable and accrued expenses$819,685
Grants payable$0
Deferred revenue$0
Loans from officers, directors, trustees, and key employees$0
Tax-exempt bond liabilities$0
Mortgages and other notes payable$26,077,630
Other liabilities$103,578
Total liabilities and net assets/fund balances$83,718,641
Total net assets or fund balances$56,717,748
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2007
Total revenue$15,114,341
Total revenue, gains, and other support per audited financial statements$15,114,341
Other expenses$0
Net unrealized gains on investments$0
Donated services and use of facilities$0
Recoveries of prior year grants$0
Other$0
Other revenue$0
Investment expenses$0
Other$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2007
Total expenses$13,454,784
Total expenses and losses per audited financial statements$13,454,784
Other revenue$0
Donated services and use of facilities$0
Prior year adjustments$0
Losses$0
Other$0
Other expenses$0
Investment expenses$0
Other$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
5$11,500$0$0
5$800$0$0
5$1,600$0$0
5$5,000$0$0
5$800$0$0
5$2,800$0$0
5$8,000$0$0
5$1,600$0$0
5$800$0$0
5$4,150$0$0
5$3,300$0$0
5$3,500$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings18
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$879,956$1,611,568$12,622,817
Program service revenue
Program service revenue 1Management consulting services$150,00000$0$12,622,817
Program service revenue 2Management consulting services$729,95600$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$6,231$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$18,331$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$1,525,301$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$61,705$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
04384096050%$-12,315$1,494,549
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$29,120
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organizationType III
Information about the supported organizations
Employer identification number (EIN)Name of organizationType of organizationIs the supported organization listed in the supporting organization's governing documents?Amount of support
371532145Brainerd Lakes Integrated Health SystemYes$0
371532145Brainerd Lakes Integrated Health SystemYes$409,025
200479568Bridges Medical Center, Essentia Health Ada ClinicYes$92,838
820497771Clearwater Valley Hospital & Clinics IncYes$158,766
261219624Critical Access GroupYes$189,712
820227163St Lukes Jerome LtdYes$212,586
410695602St Joseph S Medical CenterYes$1,073,692
411805811St Marys EmsYes$0
820226453St Marys Hospital IncYes$181,640
411620386St Marys Regional Health CenterYes$469,572
261175213Innovis Health LlcYes$1,322,605
411674021Midwest Medical Equipment & Supplies IncYes$84,765
411878730Smdc Medical CenterYes$933,762
411884597Pine Medical CenterYes$172,221
410691275Polinsky Medical Rehabilitation CenterYes$83,420
412016979St Marys Duluth Clinic FoundationOrganization that receives a substantial part of its support from a governmental unit or from the general publicYes$0
411836633St Marys Duluth Clinic Health SystemYes$0
411811073St Marys Hospital Of SuperiorYes$398,262
410695604St Marys Medical CenterYes$3,522,462
410883623Duluth Clinic LtdYes$4,149,456
Total$13,454,784
Support Schedule
2006
Total$0
Gifts, grants, and contributions received$0
Membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0
Net income from unrelated business activities not included above$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0
Other income$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?Yes
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$23,843,515
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$20,534,336
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$883,046
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$1,957,486
Gross amount from sales of assets other than inventory (Securities / Other)$1,151,618 / $805,868
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0
Gain or (loss) (Securities / Other)$1,151,618 / $805,868
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$468,647
Statement of Functional Expenses (for 2011)
Total functional expenses$22,693,168
Compensation of current officers, directors, trustees, and key employees$314,600
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$22,378,568
Balance Sheet (for 2011)
Total assets$100,741,801
Total liabilities$56,417,384
Tax-exempt bond liabilities$31,264,154
Secured mortgages and notes payable to unrelated third parties$5,235,000
Unsecured notes and loans payable to unrelated third parties$0
Other$19,918,230
Total net assets or fund balances$44,324,417
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is: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)
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$87,995,600$0$87,995,600
Gross receipts or sales less returns and allowances$87,995,600$0$0
Cost of goods sold$0$0$0
Gross profit$879,956,001$0$87,995,600
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$76,355,800
Compensation of officers, directors, and trustees$539
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$2,600
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$762,049
Unrelated business taxable income$11,505,100
Unrelated business taxable income before net operating loss deduction$11,639,800
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$11,605,100
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Mayo Foundation For Medical Education & Research200 First Street Sw, Rochester, MN 55905-0001MN1985-06$985,418,611
2University Of Virginia Physicians Group500 Ray C Hunt Dr, Charlottesvle, VA 22903-2981VA1980-12$369,390,764
3Texas Childrens Hospital Foundation6621 Fannin St, Houston, TX 77030-2303TX2005-11$308,148,669
4Barnabas Health Inc95 Old Short Hills Rd, West Orange, NJ 07052-1008NJ1985-05$151,925,044
5Presbyterian Systems CorporationNew York, NY 10021NY$144,992,896
6Childrens Hospital And Health System Foundation IncPO BOX 1997, Milwaukee, WI 53201-1997WI1985-03$136,970,130
7Providence St Vincent Medical Foundation9205 Sw Barnes Rd, Portland, OR 97225-6603OR1970-10$117,489,452
8Santa Barbara Cottage Hospital FoundationPO BOX 689, Santa Barbara, CA 93102-0689CA1984-06$88,780,350
9California Pacific Medical Center Foundation2015 Steiner St, San Francisco, CA 94115-2627CA1981-07$88,629,849
10Essentia Health, Essentia Health Services502 E 2nd St, Duluth, MN 55805-1913MN2003-11$76,671,369
11Naeve Health Care Foundation404 W Fountain St, Albert Lea, MN 56007-2437MN2001-08$1,541,311
12Rice Health Foundation301 Becker Ave Sw, Willmar, MN 56201-3302MN1991-01$957,165
13Hennepin Health Foundation701 Park Ave, Minneapolis, MN 55415-1623MN1961-05$3,573,305
14Mayo Clinic Health System-Austin Foundation, Austin Foundation1000 1st Dr Nw, Austin, MN 55912-2941MN2002-09$2,026,938
15Mayo Clinic Health System-Mankato Health Care Foundation, Mankato Healthcare Foundation1025 Marsh St, Mankato, MN 56001-4752MN1990-05$1,146,364
16Omc Regional Foundation210 9th Street Se, Rochester, MN 55904-6756MN2002-08$693,888
17Grand Itasca Clinic And Hospital Auxilliary1601 Golf Course Rd, Grand Rapids, MN 55744-8648MN2007-10$97,591
18Ely-Bloomenson Community Hospital And Nursing Home Foundation328 W Conan St, Ely, MN 55731-1145MN2001-11$83,788
19Madelia Community Hospital Foundation, Fenske Candace121 Drew Ave Se, Madelia, MN 56062-1841MN2004-12$62,044
20Appleton Municipal Hospital & Nursing Home Foundation30 S Behl St, Appleton, MN 56208-1616MN2001-02$13,194
Number of organizations performing similar types of work
Alaska4
Alabama1
Arkansas8
Arizona9
California44
Colorado11
Connecticut5
District of Columbia4
Delaware1
Florida22
Georgia18
Hawaii8
Iowa13
Idaho4
Illinois33
Indiana12
Kansas7
Kentucky12
Louisiana13
Massachusetts15
Maryland8
Maine2
Michigan25
Minnesota21
Missouri25
Mississippi1
Montana5
North Carolina12
North Dakota6
Nebraska7
New Hampshire1
New Jersey15
New Mexico1
Nevada4
New York48
Ohio31
Oklahoma13
Oregon12
Pennsylvania26
Rhode Island5
South Carolina12
South Dakota4
Tennessee6
Texas50
Utah4
Virginia20
Vermont3
Washington16
Wisconsin18
West Virginia6
Wyoming5
International11
Total667

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