Civic Intelligence

Healthpartners Inc

EIN 41-1693838 • 501(c)4 • Minneapolis, MN

Profile

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

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

www.healthpartners.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.51x

Higher debt load relative to assets than 61% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.28x

Higher debt load relative to revenue than 27% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Net Margin

14th percentile

-4.1%

Higher net margin than 14% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

1.9%

Faster asset growth than 29% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-5.0%

Faster revenue growth than 13% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,743,405,244

Up $33,083,663 (+1.9%) from 2023

Liabilities

Up

$880,988,231

Up $157,542,607 (+22%) from 2023

Net Assets

Down

$862,417,013

Down $124,458,944 (-13%) from 2023

Revenue

Down

$3,178,529,906

Down $166,473,692 (-5.0%) from 2023

Expenses

Up

$3,308,660,935

Up $149,405,192 (+4.7%) from 2023

Net Income

Down

-$130,131,029

Down $315,878,884 (-170%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0B$1.5B$1.0B$500M$0Assets 2010: $456,482,759Liabilities 2010: $162,856,872Net Assets 2010: $293,625,8872010Assets 2011: $571,908,720Liabilities 2011: $208,126,255Net Assets 2011: $363,782,4652011Assets 2012: $589,131,806Liabilities 2012: $171,345,828Net Assets 2012: $417,785,9782012Assets 2013: $708,813,265Liabilities 2013: $221,929,767Net Assets 2013: $486,883,4982013Assets 2014: $842,720,431Liabilities 2014: $339,478,592Net Assets 2014: $503,241,8392014Assets 2015: $883,878,995Liabilities 2015: $318,981,324Net Assets 2015: $564,897,6712015Assets 2016: $859,228,924Liabilities 2016: $276,234,361Net Assets 2016: $582,994,5632016Assets 2017: $928,589,916Liabilities 2017: $366,378,102Net Assets 2017: $562,211,8142017Assets 2018: $1,022,338,467Liabilities 2018: $419,213,714Net Assets 2018: $603,124,7532018Assets 2019: $946,661,634Liabilities 2019: $478,602,738Net Assets 2019: $468,058,8962019Assets 2020: $1,375,499,221Liabilities 2020: $753,715,183Net Assets 2020: $621,784,0382020Assets 2021: $1,412,382,010Liabilities 2021: $715,530,014Net Assets 2021: $696,851,9962021Assets 2022: $1,432,583,134Liabilities 2022: $650,907,537Net Assets 2022: $781,675,5972022Assets 2023: $1,710,321,581Liabilities 2023: $723,445,624Net Assets 2023: $986,875,9572023Assets 2024: $1,743,405,244Liabilities 2024: $880,988,231Net Assets 2024: $862,417,0132024

Highlighted filing

2024

Assets$1,743,405,244
Liabilities$880,988,231
Net Assets$862,417,013

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0B$3.0B$2.0B$1.0B$0-$1.0BExpenses 2010: $1,446,369,7542010Expenses 2011: $1,257,948,6212011Expenses 2012: $1,277,077,1422012Revenue 2013: $1,283,761,430Expenses 2013: $1,217,551,117Net Income 2013: $66,210,3132013Revenue 2014: $1,356,388,887Expenses 2014: $1,339,626,575Net Income 2014: $16,762,3122014Revenue 2015: $1,434,246,958Expenses 2015: $1,356,425,744Net Income 2015: $77,821,2142015Revenue 2016: $1,385,632,860Expenses 2016: $1,360,266,913Net Income 2016: $25,365,9472016Revenue 2017: $1,712,400,747Expenses 2017: $1,744,062,419Net Income 2017: -$31,661,6722017Revenue 2018: $1,956,506,637Expenses 2018: $1,906,125,209Net Income 2018: $50,381,4282018Revenue 2019: $2,156,321,342Expenses 2019: $2,132,588,019Net Income 2019: $23,733,3232019Revenue 2020: $2,200,384,109Expenses 2020: $2,054,288,873Net Income 2020: $146,095,2362020Revenue 2021: $2,595,512,194Expenses 2021: $2,515,041,499Net Income 2021: $80,470,6952021Revenue 2022: $2,933,681,345Expenses 2022: $2,783,536,558Net Income 2022: $150,144,7872022Revenue 2023: $3,345,003,598Expenses 2023: $3,159,255,743Net Income 2023: $185,747,8552023Revenue 2024: $3,178,529,906Expenses 2024: $3,308,660,935Net Income 2024: -$130,131,0292024

Highlighted filing

2024

Revenue$3,178,529,906
Expenses$3,308,660,935
Net Income-$130,131,029

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,743$881$862$3,179$3,309$130
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,710$723$987$3,345$3,159$186
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,433$651$782$2,934$2,784$150
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,412$716$697$2,596$2,515$80.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,375$754$622$2,200$2,054$146
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$947$479$468$2,156$2,133$23.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,022$419$603$1,957$1,906$50.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$929$366$562$1,712$1,744$31.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$859$276$583$1,386$1,360$25.4
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$884$319$565$1,434$1,356$77.8
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$843$339$503$1,356$1,340$16.8
2013Detailed filing. Detailed filing data is available for this year.$709$222$487$1,284$1,218$66.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$589$171$418$1,277
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$572$208$364$1,258
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$456$163$294$1,446
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,189,140,870
Mission and Program Overview

Mission

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

To improve health and well-being in partnership with our members, patients and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$438,642,529$610,033,175▲ $171,390,646
Investments in Publicly Traded Securities$419,198,406$448,803,246▲ $29,604,840
Accounts Receivable$513,924,931$399,068,434▼ $114,856,497
Land, Buildings, and Equipment, Net$128,708,961$73,453,329▼ $55,255,632
Investments Other Securities$65,740,644$69,483,770▲ $3,743,126
Other Notes and Loans Receivable, Net$46,055,000$46,055,000→ $0
Prepaid Expenses and Deferred Charges$11,871,598$14,781,855▲ $2,910,257
Total Assets$1,710,321,581$1,743,405,244▲ $33,083,663
Other Assets Total$86,179,512$81,726,435▼ $4,453,077
Liabilities
Other Liabilities$334,009,236$342,033,887▲ $8,024,651
Accounts Payable and Accrued Expenses$149,782,727$307,909,254▲ $158,126,527
Mortgage Notes Payable Secured by Investment Property$213,036,581$205,191,852▼ $7,844,729
Deferred Revenue$26,617,080$25,853,238▼ $763,842
Total Liabilities$723,445,624$880,988,231▲ $157,542,607
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$986,875,957$862,417,013▼ $124,458,944
Total Net Assets Fund Balance$986,875,957$862,417,013▼ $124,458,944
Total Liabilities and Net Assets / Fund Balance$1,710,321,581$1,743,405,244▲ $33,083,663

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$47,123,299-$47,123,299
Equipment$17,112,977$25,278,844$42,391,821
Buildings$9,217,053$16,931,563$26,148,616
Compensation and Service Providers

Employees

NameTitleOtherTotal
Steven E KonnathSVP Actuarial Underwriting & Govt Programs$337,888$337,888
Deborah HoppDirector & Vice Chair$48,000$48,000
Philip DonaldsonDirector & Chair$40,000$40,000
Paul WilliamsDirector$36,000$36,000
Kathleen KelleyDirector$33,000$33,000
Morris GoodwinDirector & Treasurer$33,000$33,000
Amy LangerDirector$33,000$33,000
Sharon PierceDirector$33,000$33,000
Sondra SamuelsDirector$33,000$33,000
Brad Wozney MdDirector$33,000$33,000
Laura LiuDirector$30,000$30,000
David LagerstromDirector$30,000$30,000
Robert EhrenDirector$30,000$30,000
Thomas Schrup MdDirector$30,000$30,000
Ana Ruby LeeDirector$30,000$30,000

Board Members and Trustees

NameTitle
Andrea M WalshPresident & CEO
Nico P Pronk PhdPresident Hp Institute
Brandi L LunneborgPresident Lakeview Health
Jennifer L MysterVP, President Methodist Hospital
Emily C BlombergVP, President Regions Hospital
Rae Ann Williams MdDirector
Steven M Connelly MdDirector & Exc Medical Director
Mark R Sannes MdExc Medical Director
Felix K Ankel MdFormer Exec. Director
David S Gesko DdsSVP - Dental Director
Nancy a McclureChief Operating Officer
Cara M HullChief Quality Officer
Penny D CermakEvp & CFO
Jennifer DanielsonEvp & Chief Health Plan Officer
Megan M RemarkEvp & COO
Susan M KnudsonEvp Health Eng & Info Officer
James W EppelFormer Evp and CAO
Doug N SmithFormer Sr. VP - Sales
Heidi G ConradFormer VP & CFO
Virginia L Kakacek MdHealth Plan Chief Medical
Nancy L EvertSecretary & SVP Gen Cnsl
Kathy JohnsonSVP & CFO
Alita RisingerSVP & CFO Care Delivery
Mark E HansberrySVP & Chief Marketing Officer
Dennis M ZuzekSVP & CTO
Steven E KonnathSVP Actuarial Underwriting & Govt Pr
Delinda H WashingtonSVP CPO
Kevin J PalattaoSVP Digital Care Delivery
Kathleen FaulkSVP GOV'T PROGRAMS
Pahoua Y HoffmanSVP Gov. & Comm Relations
Katie B SayreSVP Hlth Plan Ops & Gov
Tobi TanzerSVP Integrity & Compliance
Randall M BillingsSVP Provider Partnerships
Kristi LyonSVP, Provider Partner & Engagement
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,126,159,372
Investment Income
$45,043,852
Other Revenue
$7,326,682
Change in Net Assets
$-130,131,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,166,475,338
Salaries, Compensation, and Employee Benefits$140,608,413
Grants and Similar Amounts Paid$1,577,184
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,056,325$95,035,344-$103,091,669
Fees for Services Other$1,124,913$45,229,543-$46,354,456
Other Employee Benefits$1,734,506$21,788,815-$23,523,321
Information Technology$84,494$10,233,766-$10,318,260
Depreciation Depletion-$9,699,364-$9,699,364
Occupancy$52,654$7,588,225-$7,640,879
Payroll Taxes$631,987$6,854,938-$7,486,925
Pension Plan Contributions$360,561$6,145,937-$6,506,498
Advertising$642,717$5,797,731-$6,440,448
Other Expenses$46,045$4,623,308-$4,669,353
Interest$175,663$2,282,846-$2,458,509
Office Expenses$71,652$2,136,946-$2,208,598
Grants to Domestic Orgs$1,577,184--$1,577,184
Fees for Services Legal-$835,016-$835,016
Fees for Services Accounting-$716,584-$716,584
Insurance$2,883$510,080-$512,963
All Other Expenses$2,764$329,145-$331,909
Travel$5,510$135,985-$141,495
Conferences and Meetings$4,363$132,315-$136,678
Total Functional Expenses$3,054,982,847$253,678,088$0$3,308,660,935
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healthpartners InstituteMinneapolis, MN501(c)(3)Program Support$1,487,176
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Medical Claims Payable$258,095,849
Lease Obligation$83,938,038
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

The corporation's bylaws were amended to clarify that when a person ceases to hold a health maintenance organization contract for health services with the corporation the person's member rights in the corporation terminate, remove the requirement for an annual meeting of the members, and provide that the corporation's board of directors consists of up to 15 persons composed of up to 11 directors elected by healthpartners plan members, 4 health care providers appointed by the healthpartners board, and up to 1 person appointed by the healthpartners board.

Form 990, Part VI, Section A, Line 6

Healthpartners, inc. (hpi) has one class of members with voting rights. The members with voting rights are contract holders who hold a hmo contract for health care services issued by hpi, or who receive services through a self-insured contract administered by hpi or a related organization.

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

The members of healthpartners, inc. (hpi) elect 11 members of the hpi board of directors. Six of the 11 member-elected directors must be contract holders of hpi or one of hpi's related organizations.

Form 990, Part VI, Section B, Line 11B

Hpi's 990 return has a comprehensive review process that is followed before it is presented to the governing body of hpi. The review process includes a layered review by the internal tax department of ghi, the management team, the legal department and hpi's outside independent accountants. Each one of those areas has an opportunity to review, ask questions and make comments back to the tax department of ghi before the form 990 is presented to the governing body of hpi. Hpi makes available, to the audit and compliance committee of the board of directors and to the full board of directors, a copy of the 990 for review and comment prior to the filing of the 990 return.

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

The hpi board monitors potential conflicts of interest on the part of its board members, principal officers, members of committees with board delegated powers, and key employees ("covered persons") by maintaining a conflict of interest policy. Under the policy, covered persons annually are provided with a copy of the policy and asked to complete a questionnaire identifying any potential conflicts of interests. The general counsel of healthpartners reviews the questionnaire responses and develops a report detailing any potentially material conflicts for the president and chair of the board. A verbal summary is also given to the full board or appropriate committee ending with a reminder to covered persons of the policy's mandate that each person is obligated to disclose any new potential conflicts as they may arise throughout the year. Board agendas and executive decisions are monitored in relation to this policy. If a disclosed conflict of interest impacts an agenda item or decision, the covered person would be excluded from voting and may be excluded from receiving information and/or participating in deliberations, depending on the circumstances.

Form 990, Part VI, Section B, Line 15

Hpi has no employees. All officers, directors and key employees are paid by group health, inc. ("ghi") or park nicollet health services (pnhs) a related organization. Ghi and pnhs have an annual process to review the market comparability of the total compensation of its ceo and its other key officers. Every two years, under the direction of the board of directors' compensation and leadership development committee (compensation committee), a total compensation market review of key officers is completed by an external compensation consultant. The review includes all components of compensation; base salary, annual incentives, benefits and perquisites. The market survey results are presented to, reviewed by and approved by the independent compensation committee. Based on this market data, the compensation committee determines minimum and maximum total compensation ranges for each key officer. In interim years, ghi's human resources staff, under the direction of the compensation committee, updates changes in the salary structure based on the same independent studies performed by the external compensation consultant for the compensation committee. For the chief executive officer and certain other positions full independent reviews are performed to set salary ranges based on the competitive market data specific to those positions. The compensation committee reviews and approves each year's key officer compensation results. In all cases, committee members complete an annual conflict of interest survey to assure the compensation committee members' independence and this is updated at any meeting at which decisions are being made. Staff (other than the secretary to the board) is not in the room during deliberations or vote including executive sessions, and contemporaneous minutes are kept. The board of directors has delegated to the executive committee the accountability to conduct an annual performance evaluation and to determine the compensation of the ceo based on the performance review and the market comparability data, approved by the compensation committee. The board has delegated to the ceo (with authority to further delegate) the accountability to conduct annual performance reviews and determine the compensation of all other officers within the compensation ranges determined by the compensation committee. Any exceptions to compensation in excess of the approved ranges are approved by the compensation committee. Total compensation is appropriately documented on the form 990 and w2 statements.

Form 990, Part VI, Section C, Line 19

Hpi's financial statements and 990 returns are made available to any person who requests the information from hpi. Hpi's articles of incorporation are available to any person who requests the information through the minnesota secretary of state's office.

Form 990, Part VII, Sect. A, Col. B, Average Hours - Related Organization

All officers of hpi are employed and compensated by ghi and pnhs. Reported average hours worked are based on total compensation for all related organizations.

Filing and Contact Details

Filer

Filer Name
Healthpartners Inc
EIN
41-1693838
Phone
9528836584
Address
8170 33RD AVENUE SOUTH PO BOX 1309, MINNEAPOLIS, MN 55440-1309

Signing Officer

Name
Penny D Cermak
Title
Evp & CFO
Phone
9528836584
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Penny D Cermak
Formed
1984
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Kpmg Llp
Address
350 N 5TH STREET SUITE 600, MINNEAPOLIS, MN 55401
Preparer
Holly Moen
Phone
6123055000
Supplemental Narrative

Additional Explanations

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

Corporate structure, purpose, governance healthpartners, inc. (hpi) is a minnesota nonprofit corporation and licensed health maintenance organization (hmo) recognized as exempt from federal income tax under internal revenue code (irc) section 501(c)(4) and is the parent entity of healthpartners organizations referred to collectively as "healthpartners". 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. 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. Provision of managed care to state public programs beneficiaries hpi supports state public program members by providing information about plan resources and benefits to county employees, nursing homes, health and housing advocates, financial workers and community organizations through a variety of community events and programs including: - equity in health festival - fremont family fun fest - anoka winter resource fair - anoka summer resource fair - hmong community explore your parks day - keystone back to school event - minnesota financial worker and case aide association (mfwcaa) conference - minnesota social service association (mssa) conference - local public health association (lpha) conference - carver county community connect - foley county community connect - washington county winter pit stop - washington county summer pit stop - washington county fall pit stop - community connections conference - wright county ecfe family fair - pillsbury united communities cedar riverside health fair - pillsbury united communities north market health fair - women's care day - chisago county mental health and resiliency conference - operation community connect in chisago county - operation community connect in sherburne/wright county - operation community connect in stearns county - minnesota public health association conference - many faces of community health conference state public program incentives to members hpi promotes preventive services for state public program (spp) plan members through incentive programs. Pediatric immunization incentive program. The pediatric immunization incentive program encourages pmap and mncare infants to get a series of vaccines by their second birthday. Once hpi receives the claims for these vaccines, members receive a $25 gift card in the mail. Hpi distributed 1,326 gift cards (valued at $35,139) for this program in 2024. The pre-teen (adolescent) immunizations incentive program. The pre-teen immunization program encourages pmap and mncare youth to get their hpv, meningococcal and tdap immunizations. Once hpi receives the claim for these vaccines, members receive a $25 gift card in the mail. Hpi distributed 1,212 gift cards (valued at $32,118) for this program in 2024. Postpartum incentive. Snbc, pmap and mncare members who receive a postpartum exam three to eight weeks after the birth of their child receive a $25 gift card. Hpi distributed 82 gift cards (valued at $2,193.50) for this program in 2024. Snbc incentives. To encourage an annual primary care visit, snbc members who complete their annual primary visit receive a $25 gift card. Members also receive a $25 gift card for doing a cervical cancer screening or completing a medication therapy management visit. Hpi distributed 472 gift cards (valued at $12,626) for these three programs in 2024.

Form 990, Part III, Line 4A

Ed visit follow-up emergency department admissions for mental health and substance use conditions trigger telephonic outreach from our behavioral health case managers to members who are currently engaged in behavioral health case management or who have been identified for/engaged in behavioral health case management in the past but not engaged when hpi is notified of the emergency department visit. Upon notification of the visit, our case managers reach out to the members to assess what led to the visit, current gaps in or barriers to care and ongoing needs. If the member previously declined telephonic case management support, our case managers will attempt to engage and support these members in the aftermath of their emergency situation. From january-june 2024, 86 members were telephonically outreached in response to 93 emergency department visits for behavioral health concerns, as several members experienced more than one ed visit and received multiple outreaches. Of the 86 members who received this outreach, 41 were newly identified or re-identified for behavioral health case management because of their ed visit. The remaining members were already engaged in behavioral health case management and the contact they received in response to their ed visit was ongoing support they received as part of the service. From july-december, emergency department follow-up to members was paused as a result of the transition into a new case management documentation system. Suicide screening in 2018, the healthpartners institute (institute) was part of a large research study across seven health systems that developed and validated models to predict suicide attempts using health records and self-reported data. Based on the published research, in 2019, hpi replicated and implemented the model using health plan data to predict and identify members at rising risk of suicide. Upon identification, behavioral health case managers contact at-risk members in efforts to complete a suicide assessment and provide safety interventions to address risk. From october 2023-september 2024, 114 members who were engaged in behavioral health case management were identified as at-risk for suicide. Of these members, 64 (56%) were assessed for suicide risk using the columbia suicide severity screening. Based on the risk score and clinical picture of the members, case managers provided crisis intervention and/or safety planning and collaborated with providers to address known risk. The cost of this initiative, which is part of the behavioral health case management program and includes post-discharge support to help reduce admissions and readmissions and ed visit follow-up, was approximately $2.1m for salaries and benefits for behavioral health case managers. Improving patient safety and reducing medication & emergency room overuse and misuse hpi restricted recipient program provides case management support to members who demonstrate patterns of medication and health care overutilization and/or misuse. Following specific program protocols from the minnesota department of human services universal restricted recipient program, over 300 hpi members annually are restricted to a single physician, pharmacy and hospital to reduce unnecessary or harmful use of care while also improving continuity of care and health outcomes. The 2024 cost of the hpi's restricted recipient program was approximately $460,000 for salaries and benefits of restricted recipient case managers. Sustainability hpi's sustainability program is in alignment with and fully supports the organization's mission. The sustainability department is responsible for monitoring and making recommendations for reducing carbon emissions, minimizing waste, purchasing environmentally preferred materials when appropriate, minimizing our impact on the natural environment and interacting with the interested stakeholders of the organization and in the community. Hpi is committed to improving the health and well-being of ou

Form 990, Part III, Line 4A

In 2024, healthpartners community solar garden agreements produced the equivalent of nearly 865 houses' energy use for one year. In 2024, healthpartners also received over $479,000 in rebates by pursuing innovative energy efficiency projects. At the start of the pandemic, healthpartners teams quickly switched to video visits to keep both employees and patients safe. By embracing this new technology, patients who typically came to clinics for an in-person visit saved over 3.1 million miles and nearly 140,000 gallons of gas in 2024. Throughout remote working, employees traveled less for business purposes as well and saved $660,000 in mileage reimbursement costs in 2024 compared to pre-pandemic. Healthpartners won a 2024 system for change award for exemplary sustainability strategy for the eleventh year in a row from practice greenhealth, the leading health care sustainability organization in north america. Healthpartners has received additional high honors nationally from practice greenhealth, winning 17 awards in 2024. Additional awards healthpartners hospitals have received in 2024 include the tree campus healthcare from the arbor day foundation. Equitable care healthpartners collects data on race, ethnicity, language, and country of origin directly from patients and members in a variety of ways, all of them voluntary. These data collection sources include healthpartners.com, online through our health assessment, and the electronic medical record in our care delivery system and in our dental group. In addition, healthpartners receives data from the minnesota department of human services, minnesota community measurement, and minnesota immunization information connection (miic) for our members covered by minnesota health care programs. Healthpartners uses this data to monitor the quality of care delivered and patient/member experience by race, ethnicity and language. Healthpartners also uses the data to identify strategies to reduce health disparities in treatment, outcomes and service. Healthpartners includes race, ethnicity and language data on the member registries made available to network providers so they can identify and address disparities among their patients. Where data is voluntarily available on provider race, ethnicity, language and/or country of origin, healthpartners uses that data as a resource to respond to patient/member requests. Some of this data is available in the provider directories as well. Hospital equity alignment in 2024, healthpartners created the hospital system health care equity committee (hcec), which includes representatives from across healthpartners hospitals and meets bimonthly. In 2024, committee members discussed: - regulatory hospital standards from the minnesota hospital association, joint commission and centers for medicare & medicaid services; -key quality priorities, including falls prevention, hospital acquired pressure injuries and readmissions of patients with congestive heart failure and chronic obstructive pulmonary disease; - available health equity data and dashboards and system-wide work around social drivers of health. Local health equity committees continue to meet at methodist hospital, regions hospital and the valley (which includes representatives from lakeview, hudson, new richmond and amery hospitals) to share learnings from the hcec meetings and drive health care equity results at the local level. Health equity accreditation the national committee for quality assurance awarded hpi's medicaid plans its health equity accreditation status in 2023. The accreditation recognizes organizations that have successfully implemented market-leading practices to provide culturally and linguistically sensitive services and work to reduce health care disparities. Hpi holds the ncqa health equity accreditation status through 2025 and will go through the reaccreditation process in early 2026. Language assistance ncqa health equity accreditation as part of implementing ncqa health equity

Form 990, Part III, Line 4A

- the msho summary of benefits is available in spanish, hmong and somali, or other languages as needed, upon request. - the msho sales cover letter is translated in spanish, hmong, korean, vietnamese, russian and other languages upon request. - some member outreach for preventive health services is translated into spanish, hmong, somali, vietnamese, oromo, amharic and karen. - all welcome letters can be translated into other languages upon request. The required dhs language block (lb) must be included with all member communications and materials for healthpartners minnesota health care programs. For smaller materials, a condensed version of the language block is permissible. Additionally, materials that cover the following topics must include the dhs required civil rights complaint block (cb): - determine eligibility for programs. - require information needed for program eligibility. - inform members that their benefits have been increased, decreased terminated or denied. - include important information about the member's rights and responsibilities. The dhs civil rights complaint block contains information about member civil rights and how a member can file a complaint if they believe they have been discriminated against. The multi-language insert (mli) is a standalone document that must be included with all cms required materials for medicare individual and group plans. The mli is a standardized notification that informs the reader that interpreter services are available in 15 of the most common non-english languages in the united states. The affordable care act section 1557 non-discrimination notice and taglines are provided to all members. This occurs in our annually mandated information mailing in june. Created advertising on local radio stations and/or in diverse community publications for somali, hmong, native american, african american and hispanic populations. Development and promotion of unique supplemental benefits for msho members address social drivers of health and support members with chronic conditions, including benefits such as farmboxrx fresh produce delivery, animatronic support pets, caregiver support and tablets with education and wellness tools. Pregnant members in the healthy pregnancy program have access to personalized digital support through the my pregnancy experience when they log into healthpartners.com and associated outreach campaign. This includes personalized resources based on the pregnant person's race, ethnicity, language and insurance product. Similarly, members on a medicaid product receive personalized information about covered benefits such as covered doula support. Ongoing comprehensive, multi-channel campaign to support members and patients through medicaid redetermination. Direct outreach tactics included email, text, pre-recorded phone calls and web account prompts. Several were translated into spanish, hmong, somali, vietnamese, oromo, amharic and karen. In addition, we have broad awareness tactics including search-optimized web pages and blogs, community event participation, clinic-based flyers and signage, clinician and employer group outreach and more. Ongoing personalized communication approaches to close disparity gaps in colorectal cancer screening and cardiovascular medication adherence. Outreach for fit kits to screen for colorectal cancer incorporates messaging developed by the american cancer society's national colorectal cancer roundtable that has been proven to increase screening rates with black or african american members. The campaigns have resulted in an increase in screening rates both overall and within that member group. Additionally, an ongoing campaign encouraging cardiovascular medication adherence that features two trusted messengers from the black and african american community has resulted in a statistically significant increase in adherence by that member group. Hpi is continuing to evaluate results and expand that approach. Digital campaign targeting memb

Form 990, Part III, Line 4A

Powerup 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, healthpartners 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 support, helping kids and families build self-care habits, strengthen emotional resilience and find everyday moments of joy and connection. Www.powerup4kids.org examples of partners include organizations such as the keystone community services, open arms minnesota, reach out and read mn, american red cross blood services, northside achievement zone (naz), the national alliance on mental illness (nami), st. Paul mobile library, over 60 schools throughout the region, the food group and many others. - center for community health (cch) - cch is a collaborative with health plans, hospitals, and local public health agencies in the twin cities seven-county metro area. In 2024, healthpartners participated in subcommittee meetings. Cch continues to develop common tools and resources, facilitate quantitative and qualitative data sharing, and take collective action for systems change. In 2024, cch continued the integration of community health assessments. More about cch at www.mnmetrocch.org. - science museum of minnesota: since 2018, healthpartners supported the science museum of minnesota's development of the mental health: mind matters exhibit. This exhibit was originally developed in finland but did not use culturally appropriate language or approaches for the united states, nor did it provide culturally relevant resources. Healthpartners provided important financial support and subject matter expertise and content on resources, including creation of a dedicated resource area for adults and children. This resource area included culturally relevant resources in many languages and dedicated pieces for perinatal psychiatric disorders and african american, recent refugee immigrant, somali and latin american communities. Https://www.smm.org/toolkit/mindmatters - higher ground academy: a k-12 grade charter school located in saint paul that serves primarily children of east african immigrants from somalia and ethiopia. Annually, higher ground academy plans a career fair for their junior and senior high students. Healthpartners has recruited volunteers to participate since 2015. In 2024, six healthpartners colleagues participated in reaching about 95 students. - habitat for humanity: stable housing impacts educational achievement and a family's' overall health. In 2024, healthpartners sponsored two habitat for humanity builds, and 120 volunteers participated, providing 840 volunteer hours. - keystone community services: for over 80 years, keystone community services has been serving ramsey county with senior care, enrichment for children, basic needs and crisis assistance. Keystone began as a small neighborhood community center. Today, it reaches more than 40,000 people; we share many patients and members. Keystone currently operates two food shelves: rice street food shelf and midway food shelf. When healthpartners was piloting our supershelf initiative, the rice street food shelf was a pilot. Healthpartners three-year commitment in 2022 which has been used to support the expansion of keystone's new warehouse and food mobile program, providing better access to neighborhoods with barriers. Keystone food shelves and food mobile provide quality, healthy food for the community, helping them be se

Part III, Cont.

- saint paul public library bookmobile: since 2014, healthpartners has sponsored the saint paul public library bookmobile, which is one of the last urban bookmobiles still in operation. The book mobile visits 45-50 sites on a regular basis in a two-week cycle, reaching about 120,000 people per year. The bookmobile ensures that the library is accessible to communities that face barriers in using the library's fixed facility due to transportation, cultural, language or other barriers. In addition to a financial contribution, healthpartners provides volunteers to help the bookmobile at local events. Https://sppl.org/bookmobile/ - nami minnesota healthpartners has had a mutually beneficial 18-year partnership with the minnesota chapter of nami, a nonprofit organization dedicated to improving the lives of children and adults with mental illnesses and their families (namimn.org). Healthpartners has been a sponsor of the namiwalks since 2007. Healthpartners continues to sponsor and participate in the namiwalks annually, on an organization-wide level, helping to raise funds and promote the walk. In 2024, healthpartners walk team of 84 raised $9,418 for nami. Healthpartners collaborated with nami on the make it ok anti-stigma campaign, in which nami is a committed and expert organization that has pledged to help change hearts and minds about the misperceptions of mental illnesses by encouraging open conversations and education. - also in 2024, healthpartners joined the minnesota state advisory council on mental health and subcommittee on children's mental health, in collaboration with nami minnesota. Together with over 50 other community-based nonprofits, healthpartners celebrated mental health awareness at the minnesota state fair by promoting awareness, spreading information and engaging over 110,000 minnesotans on the topic of mental health. Healthpartners also sponsored the nami mn state conference, which was attended by over 450 clinicians, persons living with mental illness and family members.

Financial Statement Notes

PART X, LINE 2:

Healthpartners, inc. (hp) consolidated audited financial statement footnotes contain the following explanation: judgment is required in determining hp's effective tax rate and in evaluating its tax position. Hp establishes accruals for uncertain tax positions when, despite the belief that hp's tax return positions are fully supportable, hp believes that its position may not be fully sustained, primarily given the risks associated with tax litigation or disputes. The uncertain tax position accruals are adjusted in light of changing facts and circumstances, such as the progress of tax audits, case law, and emerging legislation. Hp's effective tax rate includes the impact of changes to the accruals for uncertain tax positions. Hp classifies interest and penalties on tax-related matters as income and other tax expense in the consolidated statements of operations and changes in net assets. Hp recorded no liabilities at december 31, 2024 or 2023 for unrecognized tax benefits.

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