Skip to content
Nonprofiteer
← HEALTHPARTNERS INSTITUTE

Form 990 for tax year 2022

Filed by HEALTHPARTNERS INSTITUTE.

Totals

Total revenue
$46,063,276
Total expenses
$46,056,238
Contributions and grants received
$1,270,833
Grants paid
$27,170
Program services expenses (Part IX)
$42,717,632
Management and general expenses
$3,338,606
Fundraising expenses
$0
Program service expenses (Part III)
$42,717,632

Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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
    $323,436
    From this org
    $0
    From related orgs
    $259,982
    Other
    $63,454
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,777 related
    Bonus
    $0 + $8,979 related
    Other
    $0 + $14,226 related
    Deferred
    $0 + $23,619 related
    Nontaxable benefits
    $0 + $39,835 related
    Filer's total
    $0 + $323,436 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

  • HEIDI G CONRAD

    CFO & TREASURER (JAN-OCT)

    Total calculated
    $666,660
    From this org
    $0
    From related orgs
    $549,913
    Other
    $116,747
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,640 related
    Bonus
    $0 + $166,627 related
    Other
    $0 + $19,646 related
    Deferred
    $0 + $80,282 related
    Nontaxable benefits
    $0 + $36,465 related
    Filer's total
    $0 + $666,660 related

  • BRET C HAAKE MD

    DIRECTOR

    Total calculated
    $713,615
    From this org
    $0
    From related orgs
    $610,105
    Other
    $103,510
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,752 related
    Bonus
    $0 + $143,189 related
    Other
    $0 + $7,164 related
    Deferred
    $0 + $60,762 related
    Nontaxable benefits
    $0 + $42,748 related
    Filer's total
    $0 + $713,615 related

  • CARA M HULL

    DIRECTOR

    Total calculated
    $529,342
    From this org
    $0
    From related orgs
    $465,917
    Other
    $63,425
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,137 related
    Bonus
    $0 + $133,606 related
    Other
    $0 + $18,174 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $40,550 related
    Filer's total
    $0 + $529,342 related

  • NICO P PRONK PHD

    DIRECTOR & PRESIDENT

    Total calculated
    $610,780
    From this org
    $0
    From related orgs
    $481,119
    Other
    $129,661
    Hours/week
    48 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,570 related
    Bonus
    $0 + $98,730 related
    Other
    $0 + $9,819 related
    Deferred
    $0 + $89,673 related
    Nontaxable benefits
    $0 + $39,988 related
    Filer's total
    $0 + $610,780 related

  • PATRICK T COURNEYA MD

    DIRECTOR & VICE CHAIR

    Total calculated
    $785,785
    From this org
    $0
    From related orgs
    $637,051
    Other
    $148,734
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,100 related
    Bonus
    $0 + $164,205 related
    Other
    $0 + $18,746 related
    Deferred
    $0 + $106,714 related
    Nontaxable benefits
    $0 + $42,020 related
    Filer's total
    $0 + $785,785 related

  • STEVEN JACKSON MD

    DIRECTOR

    Total calculated
    $523,866
    From this org
    $0
    From related orgs
    $475,257
    Other
    $48,609
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,341 related
    Bonus
    $0
    Other
    $0 + $187,916 related
    Deferred
    $0 + $8,612 related
    Nontaxable benefits
    $0 + $39,997 related
    Filer's total
    $0 + $523,866 related

  • PAHOUA YANG PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY L EVERT

    BRD SCTRY - GNRL COUNSEL

    Total calculated
    $914,118
    From this org
    $0
    From related orgs
    $718,467
    Other
    $195,651
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,726 related
    Bonus
    $0 + $174,605 related
    Other
    $0 + $43,136 related
    Deferred
    $0 + $167,010 related
    Nontaxable benefits
    $0 + $28,641 related
    Filer's total
    $0 + $914,118 related

  • FELIX K ANKEL MD

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $434,035
    From this org
    $0
    From related orgs
    $313,440
    Other
    $120,595
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,359 related
    Bonus
    $0
    Other
    $0 + $58,081 related
    Deferred
    $0 + $82,945 related
    Nontaxable benefits
    $0 + $37,650 related
    Filer's total
    $0 + $434,035 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 — 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
  • 6b · Pay contingent on a related organization's net earnings

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
  • 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 $ 47,347 PATRICK T. COURNEYA $ 44,511
PART I, LINE 6
HEALTHPARTNERS INSTITUTE OFFICERS AND DIRECTORS ARE EMPLOYED BY GROUP HEALTH INC (GHI) OR BY PARK NICOLLET HEALTH SERVICES (PNHS), RELATED ORGANIZATIONS. COMPENSATION REPORTED IN FORM 990, PART VII INCLUDES ANY COMPENSATION DERIVED FROM GHI'S OR PNHS' MANAGEMENT INCENTIVE PROGRAMS WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE MANAGEMENT INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G., SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR MANAGER, OR OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH CARE AND CARE DELIVERY MARKET SHARE, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
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 $ 37,844 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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349306314

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.