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Nonprofiteer
← HEALTHPARTNERS INSTITUTE

Form 990 for tax year 2024

Filed by HEALTHPARTNERS INSTITUTE.

Totals

Total revenue
$56,733,393
Total expenses
$54,718,754
Contributions and grants received
$0
Grants paid
$281
Program service revenue
$52,974,534
Investment income
$3,758,859
Other revenue
$0
Total assets, end of year
$82,698,143
Total liabilities, end of year
$1,194,773
Net assets or fund balances, end of year
$81,503,370
Program services expenses (Part IX)
$36,007,935
Management and general expenses
$18,710,819
Fundraising expenses
$0
Program service expenses (Part III)
$36,007,935

Program services were 65.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEDICAL RESEARCH

    total $51,810,722 · related or exempt $51,810,722

  • 2b · Program service revenue: MEDICAL EDUCATION

    total $1,163,812 · related or exempt $1,135,031 · unrelated business $28,781

  • 3 · Investment income

    total $2,161,730 · excluded $2,161,730

  • 7a · Gross sales of assets other than inventory

    securities $2,907,277

  • 7b · Less cost or other basis and sales expenses

    securities $1,310,148

  • 7c · Gain or loss

    securities $1,597,129

  • 7d · Net gain or loss

    total $1,597,129 · excluded $1,597,129

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $281 · program services $281

  • 11b · Fees: legal

    total $41,579 · program services $37,397 · management and general $4,182

  • 11c · Fees: accounting

    total $99,278 · management and general $99,278

  • 11g · Fees: other

    total $48,590,401 · program services $33,398,607 · management and general $15,191,794

  • 12 · Advertising and promotion

    total $22,612 · program services $16,403 · management and general $6,209

  • 13 · Office expenses

    total $386,436 · program services $87,319 · management and general $299,117

  • 14 · Information technology

    total $959,215 · program services $110,050 · management and general $849,165

  • 16 · Occupancy

    total $1,459,991 · program services $92,110 · management and general $1,367,881

  • 17 · Travel

    total $336,417 · program services $297,069 · management and general $39,348

  • 19 · Conferences, conventions and meetings

    total $494,206 · program services $447,775 · management and general $46,431

  • 20 · Interest

    total $25,096 · management and general $25,096

  • 22 · Depreciation, depletion and amortization

    total $748,868 · program services $251,945 · management and general $496,923

  • 23 · Insurance

    total $14,730 · program services $1,309 · management and general $13,421

  • 24a · Other expenses: MISCELLANEOUS

    total $921,153 · program services $734,705 · management and general $186,448

  • 24b · Other expenses: SUPPLIES

    total $548,299 · program services $487,578 · management and general $60,721

  • 24c · Other expenses: MAINTENANCE AND REPAIR

    total $70,192 · program services $45,387 · management and general $24,805

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $944,524 · end of year $318,128

  • 3 · Pledges and grants receivable

    beginning of year $8,636,898 · end of year $7,530,779

  • 4 · Accounts receivable

    beginning of year $9,498,956 · end of year $6,894,978

  • 9 · Prepaid expenses and deferred charges

    beginning of year $126,797 · end of year $122,770

  • 10a · Land, buildings and equipment: cost or other basis

    $8,335,352

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,417,636

  • 10c · Land, buildings and equipment, net

    beginning of year $2,990,179 · end of year $2,917,716

  • 11 · Investments: publicly traded securities

    beginning of year $61,130,486 · end of year $64,812,960

  • 15 · Other assets

    beginning of year $1,924 · end of year $100,812

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,641,541 · end of year $429,855

  • 19 · Deferred revenue

    beginning of year $853,052 · end of year $670,935

  • 25 · Other liabilities

    beginning of year $14,920 · end of year $93,983

  • 27 · Net assets without donor restrictions

    beginning of year $77,820,251 · end of year $81,503,370

Mission and programs · 2024

Mission

TO DISCOVER AND ACCELERATE THE USE OF KNOWLEDGE TO IMPROVE THE HEALTH AND HEALTHCARE OF OUR MEMBERS, PATIENTS, AND COMMUNITY.

Activities or mission (Part I)

TO DISCOVER AND ACCELERATE THE USE OF KNOWLEDGE TO IMPROVE THE HEALTH OF OUR COMMUNITY.

  • SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

    Expenses $36,007,935 · Grants $281 · Revenue $52,945,753

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bill Doherty PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Culican

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tasha M Gastony Pa

    DIRECTOR

    Total calculated
    $337,077
    From this org
    $0
    From related orgs
    $270,152
    Other
    $66,925
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,190 related
    Bonus
    $0 + $9,136 related
    Other
    $0 + $3,826 related
    Deferred
    $0 + $23,936 related
    Nontaxable benefits
    $0 + $42,989 related
    Filer's total
    $0 + $337,077 related

  • Denis Clohisy MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Lagerstrom

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Glen Gunderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bret C Haake MD

    DIRECTOR

    Total calculated
    $862,503
    From this org
    $0
    From related orgs
    $737,926
    Other
    $124,577
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $558,058 related
    Bonus
    $0 + $156,687 related
    Other
    $0 + $23,181 related
    Deferred
    $0 + $74,219 related
    Nontaxable benefits
    $0 + $50,358 related
    Filer's total
    $0 + $862,503 related

  • Cara M Hull

    DIRECTOR

    Total calculated
    $666,092
    From this org
    $0
    From related orgs
    $591,774
    Other
    $74,318
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,934 related
    Bonus
    $0 + $184,578 related
    Other
    $0 + $19,262 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $48,443 related
    Filer's total
    $0 + $666,092 related

  • Nico P Pronk PhD

    DIRECTOR & PRESIDENT

    Total calculated
    $676,025
    From this org
    $0
    From related orgs
    $518,073
    Other
    $157,952
    Hours/week
    45 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,948 related
    Bonus
    $0 + $109,118 related
    Other
    $0 + $13,007 related
    Deferred
    $0 + $110,629 related
    Nontaxable benefits
    $0 + $47,323 related
    Filer's total
    $0 + $676,025 related

  • Steven Jackson MD

    DIRECTOR

    Total calculated
    $536,198
    From this org
    $0
    From related orgs
    $470,097
    Other
    $66,101
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,410 related
    Bonus
    $0 + $12,790 related
    Other
    $0 + $177,897 related
    Deferred
    $0 + $19,616 related
    Nontaxable benefits
    $0 + $46,485 related
    Filer's total
    $0 + $536,198 related

  • Pahoua Yang PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Virginia L Kakacek MD

    DIRECTOR & VICE CHAIR

    Total calculated
    $811,690
    From this org
    $0
    From related orgs
    $664,584
    Other
    $147,106
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,110 related
    Bonus
    $0 + $205,560 related
    Other
    $0 + $21,914 related
    Deferred
    $0 + $97,369 related
    Nontaxable benefits
    $0 + $49,737 related
    Filer's total
    $0 + $811,690 related

  • Alita Risinger

    DIRECTOR & CFO & TREASURER

    Total calculated
    $880,339
    From this org
    $0
    From related orgs
    $725,287
    Other
    $155,052
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,006 related
    Bonus
    $0 + $238,898 related
    Other
    $0 + $3,383 related
    Deferred
    $0 + $105,485 related
    Nontaxable benefits
    $0 + $49,567 related
    Filer's total
    $0 + $880,339 related

  • Nancy L Evert

    BRD SCTRY - GNRL COUNSEL

    Total calculated
    $1,078,463
    From this org
    $0
    From related orgs
    $830,206
    Other
    $248,257
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,742 related
    Bonus
    $0 + $238,830 related
    Other
    $0 + $61,634 related
    Deferred
    $0 + $213,042 related
    Nontaxable benefits
    $0 + $35,215 related
    Filer's total
    $0 + $1,078,463 related

  • Patrick T Courneya

    FORMER DIRECTOR & VICE CHAIR

    Total calculated
    $119,198
    From this org
    $0
    From related orgs
    $93,586
    Other
    $25,612
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $93,586 related
    Other
    $0
    Deferred
    $0 + $18,453 related
    Nontaxable benefits
    $0 + $7,159 related
    Filer's total
    $0 + $119,198 related

  • Heidi G Conrad

    FORMER CFO

    Total calculated
    $766,298
    From this org
    $0
    From related orgs
    $704,622
    Other
    $61,676
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $704,622 related
    Deferred
    $0 + $41,006 related
    Nontaxable benefits
    $0 + $20,670 related
    Filer's total
    $0 + $766,298 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
HEALTHPARTNERS INSTITUTE (INSTITUTE) HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH, INC (GHI) OR BY PARK NICOLLET HEALTH SERVICES (PNHS) RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
PART I, LINE 4B
DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 54,415 ALITA R. RISINGER $ 50,924 VIRGINIA L. KAKACEK $ 47,006
FORM 990, SCH. J, PART II - PRIOR REPORTED COMPENSATION
COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 53,243 HEIDI CONRAD $ 704,622 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEALTHPARTNERS ADMINISTRATORS INC

    C · THIRD PARTY ADMINISTRATOR · MN

    Directly controlled by HEALTHPARTNERS INC

  • HEALTHPARTNERS ASSOCIATES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS SERVICES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS INSURANCE COMPANY

    C · MEDICAL AND DENTAL INSURANCE · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • DENTAL SPECIALTIES INC

    C · PROFESSIONAL DENTAL SERVICES · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202533189349309693

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