Civic Intelligence

Group Health Plan Inc

990 • Fiscal year 2014 • EIN 41-0797853

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 14, 2015

8170 33rd Ave South PO Box 1309Minneapolis, MN 55440-1309

(952) 883-6584

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.72x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.46x

Higher debt load relative to revenue than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Net Margin

23rd percentile

2.9%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Top Officer Pay

67th percentile

$2,269,798

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • 501(c)3 • $1B+ nonprofits • Source year 2014

Asset Growth

40th percentile

6.8%

Faster asset growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

6.1%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2013 to 2014

Assets

Up

$910,541,844

Up $57,855,898 (+6.8%) from 2013

Net Assets

Up

$254,920,119

Up $7,803,536 (+3.2%) from 2013

Liabilities

Up

$655,621,725

Up $50,052,362 (+8.3%) from 2013

Revenue

Up

$1,416,924,900

Up $81,176,187 (+6.1%) from 2013

Expenses

Up

$1,375,202,690

Up $82,499,533 (+6.4%) from 2013

Net Income

Down

$41,722,210

Down $1,323,346 (-3.1%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2010: $583,137,785Liabilities 2010: $492,936,956Net Assets 2010: $90,200,8292010Assets 2011: $679,391,991Liabilities 2011: $589,997,135Net Assets 2011: $89,394,8562011Assets 2012: $637,579,430Liabilities 2012: $519,205,490Net Assets 2012: $118,373,9402012Assets 2013: $852,685,946Liabilities 2013: $605,569,363Net Assets 2013: $247,116,5832013Assets 2014: $910,541,844Liabilities 2014: $655,621,725Net Assets 2014: $254,920,1192014Assets 2015: $920,598,061Liabilities 2015: $680,133,153Net Assets 2015: $240,464,9082015Assets 2016: $871,491,530Liabilities 2016: $660,186,059Net Assets 2016: $211,305,4712016Assets 2017: $936,559,484Liabilities 2017: $667,620,646Net Assets 2017: $268,938,8382017Assets 2018: $930,373,807Liabilities 2018: $731,901,062Net Assets 2018: $198,472,7452018Assets 2019: $954,704,702Liabilities 2019: $629,937,202Net Assets 2019: $324,767,5002019Assets 2020: $1,077,481,525Liabilities 2020: $706,486,775Net Assets 2020: $370,994,7502020Assets 2021: $1,403,307,501Liabilities 2021: $1,014,798,266Net Assets 2021: $388,509,2352021Assets 2022: $1,275,552,065Liabilities 2022: $966,537,267Net Assets 2022: $309,014,7982022Assets 2023: $1,032,220,770Liabilities 2023: $783,229,703Net Assets 2023: $248,991,0672023Assets 2024: $1,733,607,504Liabilities 2024: $1,473,876,372Net Assets 2024: $259,731,1322024

Highlighted filing

2014

Assets$910,541,844
Liabilities$655,621,725
Net Assets$254,920,119

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0B$1.0B$0-$1.0BExpenses 2010: $1,119,694,8582010Expenses 2011: $1,182,805,8232011Expenses 2012: $1,235,649,2292012Revenue 2013: $1,335,748,713Expenses 2013: $1,292,703,157Net Income 2013: $43,045,5562013Revenue 2014: $1,416,924,900Expenses 2014: $1,375,202,690Net Income 2014: $41,722,2102014Revenue 2015: $1,460,868,603Expenses 2015: $1,448,779,462Net Income 2015: $12,089,1412015Revenue 2016: $1,623,580,771Expenses 2016: $1,637,432,532Net Income 2016: -$13,851,7612016Revenue 2017: $1,775,895,219Expenses 2017: $1,751,727,799Net Income 2017: $24,167,4202017Revenue 2018: $1,927,944,004Expenses 2018: $1,955,928,120Net Income 2018: -$27,984,1162018Revenue 2019: $1,731,955,242Expenses 2019: $1,850,905,516Net Income 2019: -$118,950,2742019Revenue 2020: $1,554,519,216Expenses 2020: $1,666,873,979Net Income 2020: -$112,354,7632020Revenue 2021: $1,671,047,795Expenses 2021: $1,742,774,838Net Income 2021: -$71,727,0432021Revenue 2022: $1,627,810,443Expenses 2022: $1,749,809,323Net Income 2022: -$121,998,8802022Revenue 2023: $1,261,559,253Expenses 2023: $1,398,043,529Net Income 2023: -$136,484,2762023Revenue 2024: $1,519,002,057Expenses 2024: $1,576,869,175Net Income 2024: -$57,867,1182024

Highlighted filing

2014

Revenue$1,416,924,900
Expenses$1,375,202,690
Net Income$41,722,210
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 14, 2015
Return Version
2014v5.0
Gross Receipts
$1,599,768,900
Mission and Program Overview

Mission

Our mission is to improve health and well-being in partnership with our members, patients and community.

See schedule o - exempt purpose and achievements

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$300,810,000$312,324,000▲ $11,514,000
Accounts Receivable$207,679,688$202,139,469▼ $5,540,219
Land, Buildings, and Equipment, Net$141,905,602$155,117,947▲ $13,212,345
Savings and Temporary Cash Investments$62,594,925$111,264,765▲ $48,669,840
Investments Other Securities$97,684,850$108,720,779▲ $11,035,929
Prepaid Expenses and Deferred Charges$70,865,129$47,004,232▼ $23,860,897
Inventories for Sale or Use$7,864,133$11,838,655▲ $3,974,522
Cash and Non-Interest-Bearing Accounts$-49,083,068$-42,926,169▲ $6,156,899
Total Assets$852,685,946$910,541,844▲ $57,855,898
Other Assets Total$12,364,687$5,058,166▼ $7,306,521
Liabilities
Accounts Payable and Accrued Expenses$445,242,945$486,234,228▲ $40,991,283
Other Liabilities$111,754,444$123,737,321▲ $11,982,877
Tax Exempt Bond Liabilities$43,030,000$35,320,453▼ $7,709,547
Deferred Revenue$5,541,974$10,329,723▲ $4,787,749
Total Liabilities$605,569,363$655,621,725▲ $50,052,362
Net Assets / Fund Balance
Unrestricted Net Assets$247,116,583$254,920,119▲ $7,803,536
Total Net Assets Fund Balance$247,116,583$254,920,119▲ $7,803,536
Total Liabilities and Net Assets / Fund Balance$852,685,946$910,541,844▲ $57,855,898

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,298,155$280,805,385$349,103,540
Buildings$52,661,800$84,847,092$137,508,892
Leasehold Improvements$23,510,963$49,928,194$73,439,157
Land$10,647,029-$10,647,029
Other Securities$3--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary K BrainerdPresident & CEO-$1,004,089$1,265,709$2,269,798
David Abelson MdPresident - Care Group-$933,438$776,816$1,710,254
Timothy KroshusPhysicianFT$1,448,511$90,593$1,539,104
Dennis W Zhu MdPhysicianFT$1,130,347$114,075$1,244,422
Kathleen M CooneyExecutive VP & CAOPT$578,508$563,405$1,141,913
Stephen R Tan MdPhysicianFT$993,335$94,135$1,087,470
Nancy a McclureChief Operating OfficerFT$532,589$507,971$1,040,560
Brian H Rank MdDirector & Medical DirectorFT$563,458$452,608$1,016,066
Andrea M WalshExec VP & Chief Marketing Officer-$515,197$496,136$1,011,333
MICHAEL J D'AMATO MDPhysicianFT$922,898$87,413$1,010,311
Richard DavisPhysicianFT$919,924$72,385$992,309
Barbara E TrethewaySr VP General CounselPT$466,923$361,585$828,508
David a DziukSr VP & Chief Financial OfficerPT$431,345$353,249$784,594
Kenneth D Holmen MdVP Medical Affairs & Chief Medical OfficerFT$630,586$119,371$749,957
Kenneth D Holmen MdVP Medical Affairs & Chief Medical O-$465,349$284,608$749,957
Robert B CummingSr VP Actuarial/underwriting-$374,500$371,814$746,314
Calvin U AllenSr VP Strat Planning/hrPT$391,468$329,985$721,453
Megan M RemarkSr VP System Alignment & Integration-$391,707$280,990$672,697
Alan V AbramsonSrvp & CIOPT$371,615$286,143$657,758
Katie B SayreSr VP Hlth Plan Ops & Gov Programs-$317,636$307,663$625,299
Doug N SmithSr VP Sales-$298,817$314,590$613,407
Scott a AebischerSr VP Customer Serv/product Innovation-$466,180$140,086$606,266
Scott a AebischerSr VP Customer Serv/product Innovati-$330,318$275,948$606,266
David S GeskoSr VP - Dental DirectorFT$367,985$230,494$598,479
Scott a SchnuckleSr VP Pharmacy & Business DevelopmentPT$440,270$112,865$553,135
Scott a SchnuckleSr VP Pharmacy & Business Developmen-$309,835$243,300$553,135
Babette a AplandSr VP, Melrose Institute & Behavioral HealthFT$416,573$126,744$543,317
Babette a AplandSr VP, Melrose Institute & Behaviora-$309,323$233,994$543,317
Robert H Van WhySr VP Primary Care/clinic OperationsFT$300,865$214,818$515,683
Tim M HaleyVP Broker Sales-$219,875$238,579$458,454
Donna J ZimmermanSr VP Govt & Community RelationsFT$257,813$196,713$454,526
Beth a WatermanChief Improvement Officer-$270,340$182,802$453,142
Susan M KnudsonVP Health Informatics-$261,633$180,574$442,207
Tobi TanzerVP Corporate IntegrityPT$264,147$175,046$439,193
Patricia S DennisSr VP Health & Care Engagement-$306,462$127,562$434,024
David J BerghVP Health/fin Info SystemsPT$265,051$159,011$424,062
Kim R LareauVP Is&t Care DeliveryPT$267,049$152,032$419,081
Kevin J PalattaoVP Clinic Patient Care SystemsFT$256,609$161,540$418,149
Nico Pronk PhdVP & Health Science Officer-$266,311$145,001$411,312
Tricia L DegeVP Finance & PlanningFT$266,853$142,961$409,814
Frank P McquillanVP - Treasury & Real EstatePT$232,437$152,233$384,670
Peggy S NealeVP - National Account Health Solutions-$297,412$79,025$376,437
Peggy S NealeVP - National Account Health Solutio-$184,471$191,966$376,437
Rick J BruzekVP Pharmacy ServicesPT$225,585$142,235$367,820
Shannon B Beaudin-kleinVP Marketing & Communications-$225,595$128,035$353,630
George J Isham Md MsSenior Advisor-$249,600$91,667$341,267
Charles J Fazio MdHealth Plan Medical Director-$237,878$102,771$340,649
Charles J AbrahamsonVP-network Mgmt & Provider Relations-$244,969$94,942$339,911
Gregg DahlgrenVP Dental Plan-$198,563$135,067$333,630
Elizabeth L SwansonVP Human ResourcesPT$199,925$131,537$331,462
Steven D BundeVP Internal Audit, Integrity & CompliancePT$237,056$81,683$318,739
Steven D BundeVP Internal Audit, Integrity & Compl-$176,556$142,183$318,739
Steven C HoushVP Orthopedic ServicesFT$97,517$17,195$114,712
Ann WyniaDirector & Chair-$40,000-$40,000
Gregory StrongDirector-$25,000-$25,000
Susan HoytDirector-$25,000-$25,000
Thomas BrinskoDirector-$18,750-$18,750

Highest Paid Contractors

ContractorServicesLocationCompensation
University Of Mn PhysiciansPhysician ServicesBOX 195 516 DELAWARE ST SE, Minneapolis, MN 55455$7,411,640
Volt Management CorporationTemporary StaffingPO BOX 13500, Orange, CA 92857$3,571,404
St Paul RadiologyMedical Services166 4TH STREET EAST, St Paul, MN 55101-1421$3,011,649
Marketing MidwestMarketing Services4969 OLSON MEMORIAL HIGHWAY, Golden Valley, MN 55422$2,864,040
Pitney Bowes INCMachine Services2225 AMERICAN DRIVE, Neenah, WI 54956-1005$2,633,812
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,103,699,169
Investment Income
$4,606,664
Other Revenue
$308,619,067
Change in Net Assets
$41,722,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,093,249,083
Revenue Not Reported on Financial Statements
$323,675,817
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$323,675,817
Total Revenue per Audited Statements
$1,093,249,083
Total Revenue per Form 990
$1,416,924,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$854,186,633
Salaries, Compensation, and Employee Benefits$515,124,049
Grants and Similar Amounts Paid$5,892,008
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$381,207,133$25,421,076-$406,628,209
Other Expenses$122,195,431$3,740-$122,199,171
All Other Expenses$104,357,039$17,357,051-$121,714,090
Other Employee Benefits$53,864,140$5,536,269-$59,400,409
Pension Plan Contributions$24,324,141$2,500,085-$26,824,226
Depreciation Depletion$22,672,047$4,024,440-$26,696,487
Occupancy$23,373,926$3,204,476-$26,578,402
Fees for Services Other$19,947,364$4,079,863-$24,027,227
Payroll Taxes$20,195,472$2,075,733-$22,271,205
Office Expenses$8,985,069$2,380,160-$11,365,229
Information Technology$6,752,508$3,082,118-$9,834,626
Grants to Domestic Orgs$5,892,008--$5,892,008
Insurance$4,774,081$213,528-$4,987,609
Interest$4,773,891--$4,773,891
Advertising$1,885,177$1,946,084-$3,831,261
Travel$1,927,411$236,111-$2,163,522
Conferences and Meetings$288,344$133,896-$422,240
Fees for Services Accounting$14,210$306,368-$320,578
Fees for Services Legal-$179,278-$179,278
Total Functional Expenses$993,903,347$381,299,343$0$1,375,202,690

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,375,202,690
Expenses per Audited Statements$1,051,526,873
Total Expenses per Audited Statements$1,051,526,873
Expenses Not Reported on Financial Statements$323,675,817
Other Expense Adjustments$323,675,817
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healthpartners Research & EducationMinneapolis, MN-Program Support$3,754,951
Institute for Clinical Systems ImprovementBloomington, MN-Program Support$1,254,800
Regions Hospital FoundationMinneapolis, MN-Program Support$113,365
Cristo Rey Jesuit High School - Cip FundMinneapolis, MN-Program Support$59,000
Meet MinneapolisMinneapolis, MN-Program Support$50,000
American Heart AssociationBillings, MT-Program Support$46,000
Ywca of St PaulSt Paul, MN-Program Support$33,500
Park Nicollet FoundationSt Louis Park, MN-Program Support$28,500
Greater Twin Cities United WayMinneapolis, MN-Program Support$26,910
Minnesota Dental AssociationMinneapolis, MN-Program Support$25,000
Twin Cities Jazz FestivalSt Paul, MN-Program Support$25,000
Twin Cities Habitat for HumanityMinneapolis, MN-Program Support$24,000
March of Dimes Minnesota ChapterEdina, MN-Program Support$20,000
National Kidney FoundationSt Paul, MN-Program Support$20,000
St Paul Public Schools Foundation IncSt Paul, MN-Program Support$20,000
University of Minnesota Business OfficeMinneapolis, MN-Program Support$20,000
Community Health CharitiesMinneapolis, MN-Program Support$15,000
Friends of the St Paul Public LibrarySt Paul, MN-Program Support$15,000
St Catherine UniversitySt Paul, MN-Program Support$15,000
Alliance to Make US HealthiestArlington, VA-Program Support$14,500
Centracare Health FoundationSt Cloud, MN-Program Support$12,000
No Kid Hungry Co Share Our StrengthBaltimore, MD-Program Support$11,886
Lakeview Memorial Hospital FoundationMinneapolis, MN-Program Support$10,500
Boy Scouts of America - Northern Star CouncilSt Paul, MN-Program Support$10,000
Cycles for ChangeSt Paul, MN-Program Support$10,000
Give MnSt Paul, MN-Program Support$10,000
Mind Body SolutionsMinnetonka, MN-Program Support$10,000
National Alliance on Mental IllnessSt Paul, MN-Program Support$10,000
Parent Aware for School ReadinessMinneapolis, MN-Program Support$10,000
Renewing the CountrysideMinneapolis, MN-Program Support$10,000
Vital Aging NetworkNorth St Paul, MN-Program Support$10,000
United Way - MinneapolisStillwater, MN-Program Support$8,900
Allina Medical TransportationMinneapolis, MN-Program Support$8,500
Amherst H Wilder FoundationSt Paul, MN-Program Support$8,500
Health Enhancement Research OrganizationEdina, MN-Program Support$8,000
Catholic Charities of St Paul and MinneapolisMinneapolis, MN-Program Support$7,589
National Conference of State LegislaturesWashington, DC-Program Support$7,500
University of St ThomasMinneapolis, MN-Program Support$7,500
Mn Environmental FundSt Paul, MN-Program Support$7,200
Salvation ArmyNew Richmond, WI-Program Support$7,026
Minnesota Hospital AssociationSt Paul, MN-Program Support$7,000
Community Shares MinnesotaSt Paul, MN-Program Support$6,600
Bolder OptionsMinneapolis, MN-Program Support$6,058
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation and Benefits$55,497,239
Professional Liability$36,958,169
Claims Payable$21,405,611
Post Retirement Benefit Obligation$9,876,302

Bond Issues

BondIssuerIssuedIssue PricePurpose
AHra of City of St Paul Mn - Health Care Rev Bonds - Series 2014b2014-03-18$37,365,000Refund bonds issued 11/30/2003. Fund various projects & equipment

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$37,365,000-$4,375,000$312,231

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Hpi is the sole corporate member of ghi. Additionally, each contract holder of ghi or its related organizations is an "associate member" of ghi. Each associate member has one vote. Bylaws, section 1.1.

Form 990, Part VI, Section A, Line 7A

The associate members elect the "member-elected directors." three of the five directors are member-elected directors. The chair of the corporate member serves as a director ex officio and as the chair of ghi.

Form 990, Part VI, Section A, Line 7B

The associate members have approval rights regarding amendments to the articles and bylaws of ghi and any merger whereby ghi is merged into and survived by a different corporation. The sole corporate member must approve the decisions of the board of directors as follows: annual operating and capital budgets and long range plans, indebtedness in excess of amounts determined from time to time, merger or consolidation with another corporation, disposal of assets in excess of amounts determined from time to time, appointment or removal of the chief executive officer, amendment of articles or bylaws, voluntary dissolution, vendor agreement involving 20% or more of operating expenses, any action taken by the vote of the full board of directors. Bylaws, arts iv, xiii, xiv.

Form 990, Part VI, Section B, Line 11

Ghi's 990 return has a comprehensive review process that is followed before it is presented to the governing body of ghi. The review process includes a layered review by ghi's tax department, management team, internal legal department and outside independent accountants. Each one of those areas has an opportunity to review, ask questions and make comments back to the tax department of ghi before the form 990 is presented to the governing body of ghi. Ghi makes available, to the audit and compliance committee of ghi's board of directors and to the full board of directors, a copy of the 990 for review and comment prior to the filing of the 990 return. This copy is provided in the healthpartners boardeffect portal for all board members to review prior to the filing of the 990, and is an agenda item at the committee meeting. This process is noted and documented in the written committee minutes of the meeting. These minutes are presented to the full board of directors.

Form 990, Part VI, Section B, Line 12C

As required by the bylaws of ghi, the board monitors potential conflicts of interest on the part of board members, officers and key employees pursuant to its conflict of interest policy. Under the policy, all board members, principal officers, members of a committee with board delegated powers and key employees annually are provided with a copy of the policy and required to complete a questionnaire identifying any potential conflicts of interest. The general counsel summarizes the findings from the questionnaire and provides a report to the governance committee. A written report of the potential conflicts is shared with the chair of the board and chief executive officer who, along with the general counsel and the board assistant secretary, continually monitor board agendas and proposed actions to identify and address actual conflicts.

Form 990, Part VI, Section B, Line 15

Ghi has an annual process to review the market comparability of the total compensation of its ceo and its other officers. Every three years, under the direction of the ghi board of directors' compensation committee (compensation committee), a total compensation market review is completed. The review includes all components of compensation; base salary, annual incentives, benefits and perquisites. The market survey results are presented to, reviewed by and approved by the independent compensation committee. In interim years, ghi's human resources staff, under the direction of the compensation committee, updates changes in the salary structure based on the same independent studies performed by the compensation committee. For the chief executive officer and certain other positions full independent reviews are performed. In all cases, committee members complete an annual conflict of interest survey to assure the compensation committee members' independence, staff is not in room during deliberations or vote including executive sessions, and contemporaneous minutes are kept. The board of directors has delegated to the compensation committee the accountability to conduct an annual performance evaluation and to determine the compensation of the ceo based on the performance review and the market comparability data, approved by the compensation committee. The board had delegated to the ceo (with authority to further delegate) the accountability to conduct annual performance reviews and determine the compensation of all other officers within the compensation ranges determined by the compensation committee. Any exceptions need to be approved by the compensation committee. Total compensation is appropriately documented on the form 990 and w2 statements.

Form 990, Part VI, Section C, Line 19

Ghi financial statements and 990 returns are made available to any person who requests the information from ghi or hpi. Ghi's articles of incorporation are available to any person who requests the information through the minnesota secretary of state's office. Ghi's articles, bylaws, conflict of interest policy, and principles of corporate governance can be viewed through the healthpartners.com website.

Filing and Contact Details

Filer

Filer Name
Group Health Plan Inc
EIN
41-0797853
Phone
9528836584
Address
8170 33RD AVE SOUTH PO BOX 1309, MINNEAPOLIS, MN 55440-1309

Signing Officer

Name
Dave a Dziuk
Title
SVP-finance & CFO
Phone
9528836584
Signed
2015-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave a Dziuk
Formed
1955
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
4
Employees
7,391
Volunteers
502

Preparer

Firm
Kpmg Llp
Address
4200 WELLS FARGO CTR 90 S 7TH, STREET, MINNEAPOLIS, MN 55402
Preparer
Ann Lamoureux
Phone
6123055000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A - Exempt Purpose and Achievements

Corporate structure, purpose, governance group health plan, inc. (ghi) is a minnesota non-profit corporation and licensed health maintenance organization (hmo) recognized as exempt from federal income tax under internal revenue code (irc) section 501(c)(3) and part of the family of healthpartners organizations "healthpartners". Founded in 1957, healthpartners is an integrated system of health care delivery and health care financing organizations, and is one of the largest consumer-governed organizations in the country. Healthpartners' mission is to improve health and well-being in partnership with our members, patients and community. Healthpartners seeks to transform healthcare through a relentless focus on the triple aim - providing exceptional experience for the individual, improving the health of the population, and maintaining affordability, all at the same time. Healthpartners includes an array of tax-exempt and taxable organizations with health care activities primarily operating in minnesota and western wisconsin. Healthpartners provides a full-range of health care delivery and health plan services including insurance, patient care, administration and health and well-being programs. Healthpartners health plan's serve more than 1.5 million medical and dental members nationwide, and is the top-ranked commercial plan in minnesota. Healthpartners medical care system includes more than 1,700 physicians, six hospitals, 55 primary care clinics, 22 urgent care locations and numerous specialty practices in minnesota and western wisconsin. In addition, healthpartners dental care system has more than 60 dentists and 22 dental clinics. Healthpartners also provides medical education and training to medical professionals and conducts research and fund raising activities that support the health care delivery system. A complete listing of all organizations within the healthpartners family, and the relationship between them, can be found on schedule r within this 990 return. Detailed information about the community benefit activities and accomplishments of each tax-exempt organization can be found in the individual form 990 return for that organization. Healthpartners is driving change that helps our members and patients live healthier lives. Healthpartners collaborate with other plans, care providers and other community and business organizations in the region and throughout the nation to increase access, create and share quality measures and initiatives, participate in development of public policy, and collaborate in improvements that support the triple aim. Among healthpartners' signature initiatives continuing in 2014 are total cost of care measurements (development of a nationally recognized metric, endorsed by the national quality forum, enabling measurement and incentives based on coordination and evidence-based practices), mental health (reducing stigma, and assuring access to high quality care in the most appropriate settings), children's health (improving child health by promoting early brain development, providing family centered care, and strengthening communities), and sustainability (energy efficiency, waste reduction, and resource management). Healthpartners, inc. (hpi) is the parent entity of healthpartners and is a minnesota non-profit corporation and licensed health maintenance organization (hmo) recognized as exempt from federal income tax under irc section 501(c)(4) and is the sole corporate member of ghi. Ghi is the sole corporate member of physicians neck & back clinics (pnbc), which employs physicians and support staff to provide treatment of chronic neck and/or back pain. Pnbc is a minnesota not for profit corporation that is tax-exempt under irc section 501(c)(3). Ghi is committed to improving the health of the community by providing prepaid medical and dental care to its enrolled members, medical and dental care to fee for service patients, increasing access to affordable medical and dental care in the communit

Form 990, Part III, Line 4A

Community benefit to the community: membership: ghi members receive a full range of prepaid health care services, including professional care in hospitals and physician offices, imaging and laboratory services, various therapies, preventive services, health education, and certain prescription drugs. Ghi provides these services to its members and patients through a broad network of physicians and hospitals. This network includes clinics staffed by ghi and park nicollet clinic (pnc) employed physicians and six healthpartners hospitals: regions hospital, a level i adult and pediatric center in st. Paul, minnesota; westfields hospital, a critical access hospital in new richmond, wisconsin; hudson hospital, a critical access hospital in hudson, wisconsin; amery regional medical center, a critical access hospital in amery, wisconsin; lakeview memorial hospital, a community hospital in stillwater, minnesota; and park nicollet methodist hospital, a leader in cancer, cardiovascular and maternity care in st. Louis park, minnesota. In addition, ghi's members receive health care services through healthpartners' extensive network of owned and contracted medical and dental providers, including over 81 multi-specialty clinics owned and operated by ghi, known as the hpmg, the pnc clinics, the stillwater medical group clinics, amery regional medical center & clinics, and physicians neck and back clinics. Hpi, ghi and hpic provide commercial group, commercial individual, medicare, and medicaid managed care products to their members. In 2014, these organizations provided comprehensive, prepaid health care services to 964,572 fully insured members, encompassing both medical and dental products. These members fit within the following categories: 332,030 fully insured commercial group medical members; 26,456 fully insured individual members; 49,407 medicare (includes cost, supplement/select, and medicare advantage plan, both group and individual) members; 117,653 prepaid state healthcare program members, including hmo products for medicare/medicaid dual eligible, low-income pregnant women, families with children, and low-income adults; and 439,026 dental members. In addition, healthpartners also provides administrative services, through hpai, to 497,874 self insured commercial members. In addition to providing direct care to persons enrolled in ghi's hmo products, hpmg physicians serve patients who are uninsured and unable to pay for care. Ghi employs financial counselors who provide patients with options when they are uninsured or underinsured. Financial counselors link patients to community resources, provide information and assistance on hpmg's financial assistance program and assistance with applying for minnesota health care programs through the minnesota department of human services. Ghi also helps patients who are unable to pay for prescription drugs or do not have prescription insurance coverage by providing assistance through the mental health drug assistance program (mdhap) which provides medications to medical assistance patients. Virtuwell: virtuwell is a 24/7 online clinic that reinvents the diagnosis and treatment experience for everyday illnesses. Through a refreshingly simple online and mobile platform, paired with best-in-class customer service, virtuwell is saving consumers, employers and health plans time and money. It was created to be simple, convenient and affordable and first launched in 2010 and available to residents living in minnesota. Since then, this 24/7 online clinic has experienced steady growth and is available to individuals who live in, work in, or travel within minnesota, wisconsin, iowa, north dakota, michigan, connecticut, new york and virginia, and can accessed anytime from a smart phone, tablet, or computer. Virtuwell provides our members with unlimited free visits to get their health questions answered. Virtuwell helps treats over 50 common everyday medical conditions like colds, sore throats, sinus infectio

Form 990, Part III, Line 4A

External collaboration: the hmo research network (hmorn) the institute is a member of hmorn, a collaborative of 19 research centers affiliated with integrated health care systems. The relationship unites a much broader breadth of expertise and data than any one organization could on its own. Institute and hmorn researchers have worked on federally funded projects such as the hmo cancer research network, vaccine safety datalink, center for education and research in therapeutics, coordinated clinical studies network, cardiovascular research network, decide network, the u.s. Food and drug administration (fda) sentinel, and the mental health research network. Internal collaboration: partnership grants, discovery grants, and program development grants are funded by donations to the institute and matched by healthpartners. The $30,000 discovery grants fund internal projects that have promise for future external funding, address clinical and/or organizational concerns, invest in a new researcher, and/or support organizational and clinical learning to improve patient care or enhance the ability to conduct meaningful research. The $30,000 partnership grants foster collaboration between researchers and operational leaders to answer critical questions about existing health programs and patient care. Program development grants, new in 2013, offer $60,000 to support a specific program of research, whether it expands an existing line of research or takes it in a new direction. All programs support sharing of results in the public domain through publication of findings in peer-reviewed journals. Three discovery grants, one partnership grant, and two program development grants were awarded in 2014. 2014 discovery grants - effect of norepinephrine on cerebral oxygenation in a porcine model of propranolol toxicity after maximization of high dose insulin (hdi) therapy - awarded $30,000. - developing an algorithm to identify febrile neutropenia risk in patients with cancer using the vdw - awarded $29,437. - bispectral index as a proxy for cerebral perfusion during prehospital cpr - awarded $29,963. Designing an approach to encourage plan dental offices to intervene with tobacco users - awarded $29,507. - cognition linked to endurance & vigorous exercise research for patients with parkinson's disease (clever - pd) - awarded $28,903. - assessing intraosseous pressure in healthy human subjects: proof of concept - awarded $59,898. 2014 partnership grants - investigation of racial/ethnic disparities in immunization series completion - awarded $29,496. - enhancing classification of adherence behaviors through trajectory models - awarded $59,633. - ending the emergency department quick fix: a collaborative program to improve patient outcomes and reduce emergency department visits for non-traumatic dental complaints - awarded $30,000. For a full report on the institute's 2014 activities, please see the institute's form 990 return. Clinical education: the office of medical education (ome), a department in the institute, manages all undergraduate and graduate medical educational activities in the healthpartners system, including negotiating, implementing and monitoring medical education training contracts and institutional affiliation agreements. The ome also oversees and ensures compliance with institutional and program requirements of the accreditation council for graduate medical education (acgme). The ome further ensures compliance with policies and procedures and manages all operational aspects of the undergraduate and gme training activities at the various clinics and hospitals in the healthpartners system. The cugce arranges all clinical rotations and observations for prospective and current students in medical education programs, physician assistants, nurses, radiation technicians and other allied health professionals. Cugce accommodated more than 200 community observers interested in a career in health care, for about 200 hours of coordination eff

Form 990, Part III, Line 4A

Reducing psychiatric hospitalizations : healthpartners staff provided behavioral health coaching and care coordination to support 9,055 new high-risk members to prevent crises that lead to emergency hospitalization. Healthpartners also helps those leaving the hospital to get prompt treatment from an outpatient mental health provider. Behavioral health outpatient condition management resulted in overall decreases in costs compared to a control group, including: - healthpartners invested a total $2,314,733 in 2014 to staff telephonic health coaching and care coordination services for members with mental health and chemical health conditions at no cost to the caller. - this investment resulted in $9.5-7.9m in net savings due to fewer hospitalizations and a return on investment of 3.1 to 2.6 to 1. Improving patient safety and reducing inpatient psychiatric readmissions: healthpartners staff provides aftercare coordination which consists of phone calls to members after they are discharged from inpatient psychiatry units to help coordinate their care and encourage them to attend outpatient aftercare appointments. Healthpartners invested $112,245 in this program and supported 1,521 members. Case management: case management is a multi-disciplinary continuum based approach to health care delivery that provides tailored interventions designed to improve health outcomes, empower patients to successfully manage their condition(s), and strengthen the relationship with their provider and clinic. Over 82,000 healthpartners members received personalized support to improve 28 conditions including asthma, heart disease, diabetes, and depression. An additional 8,000 members considered being at high risk for hospitalization or health care complications received one-on-one support for complex medical and disease management health care needs, helping to reduce the risk of avoidable hospitalizations and emergency department utilization. Hospice and palliative care (hpc): ghi also operates healthpartners hospice and palliative care (hpc), a comprehensive care program for patients with a terminal diagnosis of six months or less. Hpc is medicare-certified and licensed by the state of minnesota. With an emphasis on enabling patients to remain in their homes for as long as possible, hospice teams include specially-trained hpmg physicians and nurses, social workers, home health aides, volunteers, chaplains and counselors who together provide, emotional, spiritual, and medical support. Healthpartners specialty center: the healthpartners specialty center is comprised of two buildings - 401 phalen boulevard and 435 phalen boulevard - and contains hpmg clinics and regions hospital-based specialty departments that are all connected with the latest in electronic medical records and easily accessible digital x-rays. The location features more than 25 specialties on one campus. Ghi continued to provide free shuttle services from regions hospital to the healthpartners specialty center for patients. Institute for clinical systems improvement (icsi): during 2014, healthpartners provided $1,254,800 in operational support to the institute for clinical systems improvement (icsi). Healthpartners is a founding member of icsi, which establishes best practice health care guidelines for the prevention, diagnosis, treatment and management of numerous diseases and health conditions. Icsi also works to improve the quality and lower the cost of care delivered by its 50 medical group, hospital and integrated health care delivery system members in minnesota and surrounding areas. In 2014, healthpartners continued to contribute time and expertise to the following icsi initiatives: - rare (reducing avoidable readmissions effectively) campaign. The rare campaign united icsi, the minnesota hospital association and stratis health in leading an effort to engage minnesota hospitals and other providers in the care continuum. The initial phase of the campaign ended in june, with rare prev

Form 990, Part III, Line 4A

- american heart association -$45,242 raised by healthpartners employees for the 2014 twin cities heat walk - american red cross blood donation - 5 blood drives and 245 healthpartners employees donated blood - american stroke association - power to end stroke gospel event - american indian wellness fair - the food group - 1,826 pounds of food donated in 2014 - healthpartners hospice and palliative care - holiday projects through hands on twin cities - jump jam double dutch challenge - ywca, city of saint paul and healthpartners - minnesota brain injury association - nami walks - $21,000 raised by healthpartners employees to benefit the nami walks - twin cities habitat for humanity - 291 colleagues volunteered to build homes through twin cities habitat for humanity - mn state fair - local healthy foods exhibit - st. Paul promise neighborhoods freedom fair - st. Paul pride festival employee giving: healthpartners commitment to improving the health of the community extends beyond its doors addressing disparities is one of the reasons healthpartners has a commitment to workplace giving. A comprehensive employee giving campaign is a key way to provide a safety net of services and support to improve the health of the community. Twice a year, healthpartners employees have the opportunity to make donations that benefit healthpartners programs internally and their overall communities externally. These opportunities are the sharing at work campaign which occurs during the spring time and the community giving campaign which occurs during the fall. The funds raised through the sharing at work campaign directly benefits those served by healthpartners. The campaign is organized by the regions hospital foundation and the institute. Funds raised through sharing at work are used to improve patient care, provide education and professional development and conduct cutting edge research. Healthpartners matches 100 percent of all sharing at work donations. In 2014, healthpartners system wide employees donated $$470,083 totaling $940,166 with the healthpartners match. The funds raised through the community giving campaign that supports seven local federations: greater twin cities united way, united way of washington county-east, st. Croix valley united way, and united way of central minnesota, community shares minnesota, community health charities-minnesota and the minnesota environmental fund. In 2014, healthpartners' employees pledged to give the community giving campaign over $289,756 through automatic payroll deductions, plus $60,000 from healthpartners that was distributed to all federations. Additionally, employees donated $31,091 through special events across the organization. In-kind donations: healthpartners supports and contributes to numerous non-profit organizations throughout the year by providing meeting space and donating used equipment. In 2014, healthpartners donated office supplies and furniture to local organizations including companies to classrooms, furnish office and home. In addition, healthpartners provides time and opportunities for employees to coordinate drives for food, clothing, books and toys on location at the work place. The salvation army received boxes of toys from our annual toy drive community building activities: triple aim: healthpartners is working to transform health care by delivering outstanding care and service that is consistent with the institute for healthcare improvement's "triple aim" initiative. Healthpartners is one of 12 organizations participating in the institute for healthcare improvement's triple aim project, an international initiative to develop models of care that simultaneously optimize the health of the population, the experience of each individual and reduce per capita health care costs. The institute for healthcare improvement (ihi) selected healthpartners in 2007 for this multi-year project based on current initiatives healthpartners had in place that support the triple aim. Being part o

Form 990, Part III, Line 4A

Equitable care fellows program: the healthpartners equitable care fellows programs continued in 2014. The 120 fellows are staff members and providers who receive expert training so they can become advocates and serve as local resources for their colleagues in caring for patients from diverse cultures and those with limited english proficiency (lep). Fellows are expected to be role models, sharing ideas with coworkers and actively participating in raising overall culture awareness. They contribute articles, represent healthpartners in community cultural events and participate in or plan seminars on equitable care. In 2014, healthpartners offered the following equitable care activities: - periodic "culture roots" articles continued to be an organization-wide educational tool. - ongoing messaging and notifications to fellows on community events, opportunities and articles related to cross-cultural health care and health disparities. - a team of regions hospital leaders continues to monitor disparities based on race and language for selected diagnoses and patient satisfaction scores. Findings are generally shared with key leaders who are responsible for addressing any issues. One example of such an action was to conduct physician and staff shadowing to improve interactions and communication with patients. - the regions hospital patient & family advisory council continued its efforts to diversify. - the film "american heart" was shown in multiple venues to staff within regions hospital and healthpartners, as well as in community and educational settings. - the healthpartners equitable care fellows annual event focused on facilitated discussions regarding 3 film clips from "american heart". - equitable care fellows participated in community events, providing blood pressure and blood glucose readings to the public at no charge. Language assistance: healthpartners offered training and language assistance throughout the organization, providing interpreter services in all key languages spoken by members and patients. More than 150 other languages were available through telephone and video remote interpreter services. Healthpartners continues to use an internal translation workgroup to systematize the translation process and created tools to support consistent and efficient translations for members and the community. Health plan open enrollment materials were produced both in english and spanish and a spanish micro website was created to better serve our spanish-speaking members. Healthpartners also licensed website content from the healthwise online spanish health guide and offered open enrollment meetings in spanish. Minnesota health literacy partnership: healthpartners is a member of the minnesota health literacy partnership (the partnership), a collaborative of hospitals, clinic systems, health plans and community agencies that share information and engage in joint planning on health literacy issues. Research shows that nearly half of americans have trouble understanding and using health information, which has huge implications for health outcomes, quality, patient safety, and cost-effectiveness of care. Multilingual health resources exchange (exchange): the exchange is a collaboration among many minnesota organizations (including hospitals, clinic systems, health plans, public health agencies, and community groups) to share translated health materials and information to meet the health education and information needs of people with limited english proficiency (lep). Healthpartners was instrumental in starting the exchange in 2001. Each member of the exchange contributes materials translated by their organization to the exchange website where all partner organizations can download it for use with their clients and patients. This greatly increases the amount of health education available in languages other than english for all participating organizations. Healthpartners contribute $2,500 annually to the exchange. The eban experience:

Form 990, Part III, Line 4A

Baraza - a black woman's health gathering: healthpartners collaborated with the african american leadership forum in bringing an event targeting the african american community. The conference goals were to increase the community's knowledge and awareness of health issues affecting african american women and to continue an ongoing dialogue and exchange between african/african american women and supporting organizations working together to improve health outcomes for african/african american women. Physical activity and wellness: healthpartners offered incentives in 2014 for getting physically active and staying fit through healthpartners frequent fitness and frequent fitness challenge programs. The frequent fitness program provides fully insured members the opportunity to earn a reimbursement of up to $20 on their monthly fitness club dues at over 5000 health club locations if they achieve at least 12 workouts in the month (self-insured members had access to the frequent fitness program if their employer elected to offer the program). More than one out of three members enrolled in the program met the monthly workout goal in 2014 and got reimbursed. The frequent fitness challenge offers members an additional incentive by awarding them for meeting their visit criteria and getting reimbursed for 8 out of 12 months. Community health needs assessment (chna): in 2012, in partnership with the healthpartners hospital division (the hospital), healthpartners engaged the resources of community hospital consulting (chc consulting) to conduct a comprehensive, six-step community health needs assessment (chna). The chna utilized relevant health data, findings from the healthier together - st. Croix county, which was a 2009 qualitative, and quantitative chna conducted in partnership with the st. Croix county health improvement process (chip) steering committee. It is a strategic, countywide, community-based approach for creating and maintaining healthy communities. Additionally, the hospital's 2012 chna worked with stakeholders by way of in-depth interviews, electronic survey results, a focus group, and a town hall meeting to identify the main community health priorities that healthpartners will address in its chna implementation plan. To further identify and address specific needs in our market areas, the hospital's engagement with chc consulting coordinated and completed the comprehensive community needs assessment for our market area serving a population of more than 250,000 residents in the eastern twin cities' metro area and western wisconsin in 2012. The healthpartners chna utilized relevant health data, findings from the st. Croix community health needs assessment, and stakeholder input (in depth interviews, electronic survey results, a focus group, and a town hall meeting) to identify the main community health priorities that healthpartners and its respective hospitals should seek to address. This process culminated with five main findings: 1. Many leading causes of death can be linked to unhealthy lifestyles. Poor eating habits, lack of exercise, tobacco use and alcohol and drug use are large contributors to unhealthy lifestyles. Some of these conditions include cancer, heart disease, stroke, diabetes, and chronic lower respiratory disease. 2. Obesity, poor nutrition and lack of physical exercise are growing concerns in the community served by healthpartners. 3. Access to primary and preventive health care is limited for special populations, such as the un-insured or underinsured, ethnically diverse, elderly, and chemically dependent. 4. Access to specific health services is also limited. Barriers to accessing mental health care include little availability, long wait times, and a shortage of providers. Barriers to accessing dental care include lack of insurance, particularly because many people, even those with medical insurance, either cannot afford it or opt out of dental insurance. 5. There are significant issues with "service inte

Form 990, Part III, Line 4A

- j.d. Power named healthpartners a 2014 customer champion. Healthpartners was one of 50 companies in the nation to receive the honor, which reflects excellence in customer service. - the national committee for quality assurance (ncqa) ranked healthpartners the no. 1 health plan in minnesota for the 10th consecutive year, according to the ncqa private health insurance plan rankings 2014-2015-private. Nationally, healthpartners ranked 26th out of 507 plans that were evaluated. Health prevention and treatment measures make up 60 percent of a plan's total score, consumer satisfaction represents 25 percent, while ncqa accreditation accounts for the remaining 15 percent. - ncqa also recognized healthpartners freedom (cost) as the top-ranked medicare plan in minnesota for 2014-2015, according to its health insurance plan rankings-medicare. The freedom (cost) plan ranked 11th nationally, which places it in the top 2 percent of 408 plans that were evaluated. - minneapolis/st. Paul business journal recognized healthpartners as the no. 1 best place to work among large companies in minnesota, based on the result of an employee satisfaction survey that was administered by quantum workplace and distributed to 22,500 colleagues throughout the organization. - healthpartners was named one of the 'most wired' health care organizations in the country by hospitals and health networks magazine. The honor recognizes use of electronic medical records and technology at five healthpartners hospitals (amery regional medical center, hudson hospital, lakeview memorial hospital, regions hospital and westfields hospital), and at healthpartners clinic locations, which included stillwater medical group clinics. - healthpartners online clinic, virtuwell.com, was recognized by minneapolis/st. Paul business journal through its inaugural eureka! Awards program, which honors organizations that introduce ground-breaking ideas, products and services across multiple industries. - virtuwell.com was also recognized by minnesota business magazine with its annual leaders in health care awards, receiving the top honor in the software/web application category. The award is based on significant contributions to improved health care in minnesota. - for the 10th straight year, healthpartners commercial health plan scored in the nation's top 10 percent in more hedis measures than our regional competitors. Hedis, or the healthcare effectiveness and data information set, is a tool created and used by the national committee for quality assurance to measure how effectively health plans across the nation are providing care and service to members. - practice greenhealth recognized healthpartners with seven environmental excellence awards, which recognize organizations that achieve high benchmarks in recycling, mercury pollution reduction, pollution prevention and energy conservation. Four hospitals in total were honored, including hudson hospital, lakeview memorial hospital, regions hospital and westfields hospital. Additional miscellaneous award and recognition highlights from 2014 include: - forty-four healthpartners, healthpartners central minnesota, park nicollet and stillwater medical group clinics were recognized by the minnesota health action group as part of the minnesota bridges to excellence program and the minnesota quality incentive payment system. The clinics focused on making improvements in diabetes, vascular and depression care, which are known to be primary drivers of health care costs. - healthpartners medical group and park nicollet health services were two of the top five highest performing medical groups for primary care in the minnesota community measurement 2014 health care quality report. - minnesota monthly's "best doctors" recognized 131 physicians spanning 38 specialties across healthpartners, park nicollet, tria orthopedic center and lakeview hospital for their professional expertise. - the five-part 'make it ok: stigma & mental illness' documentary ser

FORM 990, PART XI, LINE 9:

Equity transfer to park nicollet foundation -515,000.

Financial Statement Notes

PART X, LINE 2:

Group health plan, inc. (ghi) is included in the healthpartners, inc. (hp) consolidated audited financial statement. Hp's accounting policy provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. Hp recorded no liabilities at december 31, 2014 or 2013 for unrecognized tax benefits.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Intercompany activity 323,675,817.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Intercompany activity 323,675,817.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,734$1,474$260$1,519$1,577$57.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,032$783$249$1,262$1,398$136
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,276$967$309$1,628$1,750$122
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,403$1,015$389$1,671$1,743$71.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,077$706$371$1,555$1,667$112
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$955$630$325$1,732$1,851$119
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$930$732$198$1,928$1,956$28.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$937$668$269$1,776$1,752$24.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$871$660$211$1,624$1,637$13.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$921$680$240$1,461$1,449$12.1
2014Detailed filing. Detailed filing data is available for this year.$911$656$255$1,417$1,375$41.7
2013Detailed filing. Detailed filing data is available for this year.$853$606$247$1,336$1,293$43.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$638$519$118$1,236
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$679$590$89.4$1,183
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$583$493$90.2$1,120
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1B+ nonprofits