2025-11-06T10:18:46-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 845163224 WELIA HEALTH WELI 3206791212 301 SOUTH HIGHWAY 65 MORA MN 55051 JOSHUA ASP CHIEF FINANCIAL OFFICER 3206791212 2025-11-04 1 1 KURT BENNION CPA P01469618 4252506100 2025-11-04 2024 2025-03-06 01:10:19Z RANDY ULSETH 301 SOUTH HIGHWAY 65 MORA MN 55051 156611491 0 1 X WWW.WELIAHEALTH.ORG X 2020 MN TO SUPPORT AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. 9 7 735 40 3149856 0 290067 352365 120837004 129174546 2401735 6956111 1685619 1747348 125214425 138230370 404804 967348 0 0 58974571 63625720 0 0 0 58777820 63463045 118157195 128056113 7057230 10174257 192789719 201142699 70279103 67699568 122510616 133443131 X TO SUPPORT AND IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. 0 0 105019867 967348 126024690 WELIA HEALTH PROUDLY SERVES ITS SURROUNDING COMMUNITIES WITH THE GOAL OF ENSURING PATIENTS' NEEDS AND HEALTH GOALS ARE ACHIEVED. DURING 2024, WELIA PROVIDED CARE FOR A TOTAL OF 3,379 INPATIENT DAYS. WELIA ENCOUNTERED 91,298 CLINIC VISITS, 11,605 EYE CLINIC VISITS, 10,581 URGENCY VISITS, 15,553 EMERGENCY VISITS, 4,216 SURGERIES, AND 231 NEWBORN DELIVERIES. WELIA HEALTH ALSO ENSURES HEATH CARE IS AFFORDED TO ALL PATIENTS REGARDLESS OF FINANCIAL SITUATION. STRONG EFFORTS ARE MADE TO ENSURE CHARITY CARE IS GRANTED FOR THOSE THAT QUALIFY. IN 2024, $394,000 IN SERVICES WERE PROVIDED TO CHARITY CARE PATIENTS. WELIA CONTINUES TO HAVE A VERY LARGE PRESENCE IN THE LOCAL COMMUNITIES BY PROMOTING HEALTH AND WELLNESS THROUGH VARIOUS PROGRAMS OFFERED TO THE PUBLIC, HIGHWAY CLEAN UP MISSIONS, (CONTINUED ON SCHEDULE O)SUPPORT GROUPS, SPORTS PHYSICALS FOR STUDENT ATHLETES, BLOOD DRIVES, EMS COVERAGE AT COMMUNITY EVENTS, 48-HOUR WELL-BABY CHECKS, TRANSPORTATION, ETC. 105019867 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 132 0 1 735 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 MN X JOSHUA ASP 3202253325 301 HWY 65 S MORA MN 55051 RANDY ULSETH CEO 40.00 X 692871 0 43789 THOMAS MULLIN SPORTS MEDICINE PHYSICIAN 40.00 X 637222 0 59092 ALBERT YOUN GENERAL SURGEON 40.00 X 595917 0 53930 HUY NGUYEN GENERAL SURGEON 40.00 X 503398 0 31927 MATTHEW SCHULTZ PHYSICIAN 40.00 X 427398 0 60439 JACK SCHWINGHAMER DIRECTOR & PHYSICIAN 40.00 X 386770 0 62126 BRIAN GELLER HEMATOLOGY/ONCOLOGY PHYSICIAN 40.00 X 366598 0 28887 JOSHUA ASP CFO 40.00 X 328106 0 31931 RYAN KROSCHEL DIRECTOR & PHYSICIAN 40.00 X 319158 0 16230 KIM SMITH CHAIR 2.00 X X 5688 0 0 TERESA TERI HEGGERNES VICE CHAIR 1.00 X X 500 0 0 CARL PEDERSON DIRECTOR 1.00 X 500 0 0 BECCI STEFFEN SECRETARY/TREASURER 1.00 X X 0 0 0 BETH BRANDT DIRECTOR 1.00 X 0 0 0 WENDY CASWELL DIRECTOR 1.00 X 0 0 0 STEVE SCHWARZBAUER DIRECTOR 1.00 X 0 0 0 4264126 0 388351 137 0 1 0 CENTRAL MINNESOTA DIAGNOSTIC INC PO BOX 64756 ST PAUL MN 55164 CONTRACTED IMAGING SERVICES 2695073 ST CLOUD ORTHOPEDICS 1901 CONNECTICUT AVE S SARTELL MN 56377 CONTRACTED STAFFING 821541 APPS ASSOCIATES LLC PO BOX 23589 NEW YORK NY 10087 SOFTWARE IMPLEMENTATION SERVICES 694270 TEGRIA SERVICES GROUP US INC PO BOX 735734 DALLAS TX 75373 IT SERVICES 563924 AMN HEALTHCARE ALLIED INC PO BOX 281939 ATLANTA GA 30384 CONTRACTED STAFFING 548737 38 332069 20296 19796 352365 PATIENT SERVICE REVENUE 621110 115260176 115260176 PHARMACY 621110 13170379 10020523 3149856 CONTRACT SERVICES 621110 410784 410784 NUTRITIONAL SERVICES 621110 333207 333207 129174546 3220695 3220695 51055 0 51055 51055 51055 22116537 18361824 19297 3754713 -19297 3735416 3735416 JOINT VENTURE 900099 935535 935535 DISCOUNTS 900099 391437 391437 STRYKER MAYO 900099 219648 219648 149673 149673 1696293 138230370 126024690 3149856 8703459 X 967348 967348 1907168 790984 1116184 46562665 44187388 2375277 2678445 2321306 357139 9124927 9124927 3352515 3352515 83466 83466 157356 157356 14098162 11834340 2263822 555525 555525 2484713 535997 1948716 364596 11888 352708 1898441 1407214 491227 152419 36704 115715 67174 61070 6104 1755985 1755985 5907736 1959593 3948143 661364 661364 UBI TAXES 51860 51860 MEDICAL SUPPLIES 25416577 25380550 36027 BAD DEBT 5309469 5309469 MN CARE TAXES PAID 1844023 1844023 2654179 1091089 1563090 128056113 105019867 23036246 0 36917222 23933256 74842097 95099731 16975292 19175816 2565680 2619634 923511 721960 23348864 14947201 7334017 8401663 2328840 2500300 50903060 48690339 192789719 201142699 12290371 12118058 57988732 55581510 70279103 67699568 X 122510616 133443131 122510616 133443131 192789719 201142699 10174257 758258 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4599 4599 0 PART II-B, LINE 1: WELIA HEALTH PAYS DUES TO THE MINNESOTA HOSPITAL ASSOCIATION AND THE AMERICAN HOSPITAL ASSOCIATION. EACH ASSOCIATION USES A PORTION OF ITS DUES TO LOBBY ON BEHALF OF THEIR MEMBERS. 23348864 14947201 8401663 8401663 RIGHT-OF-USE ASSETS 471006 RESTRICTED BOND FUNDS 3034841 FINANCE LEASE ASSETS 45184492 48690339 FINANCE LEASE LIABILITY 53781510 THIRD-PARTY PAYOR SETTLEMENTS 1800000 55581510 X 132733811 758258 758258 131975553 6254817 6254817 138230370 121801296 0 121801296 6254817 6254817 128056113 PART X, LINE 2: THE SYSTEM IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SYSTEM IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE SYSTEM IS ALSO ENGAGED, TO A LIMITED EXTENT, IN CERTAIN ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). UBI IS NOT SIGNIFICANT. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE SYSTEM ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SYSTEM HAS NOT RECORDED ANY ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 5,309,469. CHARITY CARE 945,348. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 5,309,469. CHARITY CARE 945,348. 1 1 X 1 X 275.000000000000 1 X 275.000000000000 1 0 1 1 476191 476191 0.00390 31788400 25235426 6552974 0.05340 32264591 25235426 7029165 0.05730 191460 191460 0.00160 2436179 2436179 0.01980 615076 92004 523072 0.00430 32175 32175 0.00030 3274890 92004 3182886 0.02600 35539481 25327430 10212051 0.08330 1 5309469 0 14124847 22929004 -8804157 X 1 1 1 1 WELIA HEALTH 301 HIGHWAY 65 S MORA MN 55008 WWW.WELIAHEALTH.ORG 405147 845163224 X X X X WELIA HEALTH 1 0 0 1 X X X X X X X X X 23 1 0 1 1 X WWW.WELIAHEALTH.ORG/ABOUT-US/COMMUNITY/ 1 23 1 WWW.WELIAHEALTH.ORG/ABOUT-US/COMMUNITY/ 0 1 X 275.000000000000 275.000000000000 X X X 1 1 X X X X 1 X SEE LINE 16J X SEE LINE 16J X SEE LINE 16J X X X X X X 1 X 0 X X X X 1 X 0 0 WELIA HEALTH PART V, SECTION B, LINE 3J: THE 2023-2025 CHNA INCLUDED AN OVERVIEW OF WELIA HEALTH'S SERVICES AND SERVICE AREA. WE ANALYZED THROUGH AVAILABLE DATA SOURCES AND COMMUNITY PARTNERS THE SIGNIFICANT HEALTH NEEDS OF OUR COMMUNITY. THIS INCLUDED DEMOGRAPHIC, SOCIOECONOMIC, AND HEALTH-RELATED AREAS. SIGNIFICANT HEALTH NEEDS WERE ADDRESSED WITH STRATEGIES SUPPLEMENTED BY OUR STRATEGIC PLANNING PROCESS. ONGOING EFFORTS CONTINUE IN ALL AREAS WITH IMPROVEMENTS TO HEALTH NOTED. WELIA HEALTH PART V, SECTION B, LINE 5: THE CHNA PROCESS INCLUDED INTERVIEWS AND SURVEYS WITH BOTH INTERDISCIPLINARY TEAMS AT WELIA HEALTH AND COMMUNITY PARTNERS INCLUDING KANABEC COUNTY COMMUNITY HEALTH, PINE COUNTY PUBLIC HEALTH, EMERGENCY PREPAREDNESS COORDINATOR-PINE CITY, BETTER TOGETHER SUBSTANCE ABUSE COALITION, PINE CITY ADVISORY COMMITTEE, MORA PUBLIC SCHOOLS, A LOCAL CHIROPRACTIC OFFICE, LAKES AND PINES CAC, THERAPEUTIC SERVICES AGENCY, PLUM BEHAVIORAL HEALTH SERVICES, RECOVERING HOPE TREATMENT CENTER, COBORN'S-MORA, FRESENIUS KIDNEY CARE-MORA, TIMBER TRAILS PUBLIC TRANSIT, KANABEC COUNTY VETERANS SERVICES, AND THE ST. CLARE LIVING COMMUNITY OF MORA. IN ADDITION TO SURVEY QUESTIONS, PERSONAL INTERVIEWS WERE CONDUCTED WITH THOSE GROUPS. SURVEY AND INTERVIEW QUESTIONS FOCUSED ON FOUR CATEGORIES: GENERAL HEALTH CONCERNS/ISSUES FACING KANABEC AND PINE COUNTIES, AND THE THREE PREVIOUSLY IDENTIFIED HEALTH NEEDS OF MENTAL HEALTH, SUBSTANCE ABUSE AND OBESITY WITHIN KANABEC AND PINE COUNTIES. IN ADDITION TO THE FOCUSED INPUT, WE CONDUCTED A COMMUNITY SURVEY FOR THE GENERAL PUBLIC WITH 179 RESPONDENTS. WELIA HEALTH PART V, SECTION B, LINE 6B: KANABEC COUNTY COMMUNITY HEALTH, PINE COUNTY PUBLIC HEALTH, EMERGENCY PREPAREDNESS COORDINATOR-PINE CITY, BETTER TOGETHER SUBSTANCE ABUSE COALITION, PINE CITY ADVISORY COMMITTEE, MORA PUBLIC SCHOOLS, LAKES AND PINES CAC, RECOVERING HOPE TREATMENT CENTER, COBORN'S-MORA, FRESENIUS KIDNEY CARE-MORA, TIMBER TRAILS PUBLIC TRANSIT, AND KANABEC COUNTY VETERANS SERVICES. WELIA HEALTH PART V, SECTION B, LINE 11: WELIA HEALTH'S STRATEGY TO ADDRESS MENTAL HEALTH INCLUDED IMPROVING ACCESS TO MENTAL HEALTH PROVIDERS AND SERVICES, IDENTIFYING INTERNAL EMPLOYEE WELLNESS PROGRAMS, EDUCATING THE PUBLIC THROUGH SUPPORT GROUPS AND ENEWSLETTERS, ALL WHILE WORKING TOWARDS DECREASING STIGMA AND INCREASING AWARENESS OF MENTAL ILLNESS. WELIA HEALTH CONSISTENTLY SCREENED PATIENTS FOR DEPRESSION DURING THIS TIME FRAME. IN 2024, MOST PATIENTS, 77.5%, WERE IDENTIFIED AS NOT AT RISK FOR DEPRESSION. IN 2024, THERE WERE 2,153 PATIENT VISITS WITH MENTAL HEALTH TEAM PROVIDERS. THE PROVIDER TEAM INCLUDES ONE MENTAL HEALTH NURSE PRACTITIONER AND ONE LICENSED CLINICAL SOCIAL WORKER. COLLABORATION BY OUR SOCIAL WORK TEAM AND CARE COORDINATORS WITH LOCAL COMMUNITY RESOURCES IS PART OF OUR DAILY WORK. INTERNAL EMPLOYEE WELLNESS ACTIVITIES INCLUDED EDUCATIONAL PROGRAMS, ACCESS TO EXTERNAL RESOURCES/BENEFITS, AND A COMMITMENT TO EMPLOYEE ENGAGEMENT. EXTERNALLY, WE PUBLISH REGULAR BLOG POSTS AND ENEWSLETTERS COVERING SEVERAL TOPICS ON MENTAL HEALTH TO OVER 30,000 RECIPIENTS. IN PERSON EVENTS ARE OFFERED THROUGH SUPPORT GROUPS AND LEARNING EVENTS. MULTIPLE PATIENT/FAMILY RESOURCE GUIDES ARE AVAILABLE IN PRINT AT ANY WELIA FACILITY COVERING MULTIPLE HEALTH TOPICS AND COMMUNITY RESOURCES. WELIA HEALTH'S STRATEGY TO ADDRESS SUBSTANCE ABUSE INCLUDED OFFERING MEDICATION ASSISTED THERAPY, ALONG WITH CARE COORDINATION FOR THE SAME. SIMILAR RESOURCES TO IMPLEMENT THE MENTAL HEALTH STRATEGY ARE USED. ADDITIONALLY, PROVIDING BEST PRACTICE SUPPORT FOR THE PROVIDER TEAM. AT THE END OF 2024, THERE WERE 123 ACTIVE PATIENTS ENROLLED IN MEDICATION ASSISTED THERAPY. A FULL-TIME REGISTERED NURSE IS THE CARE COORDINATOR FOR THESE PATIENTS. SEVERAL PHYSICIANS AND ADVANCED PRACTICE PROVIDERS ARE PROVIDING THIS CARE WITH IN-PERSON AND VIRTUAL CARE OPTIONS. WELIA HEALTH IS AN ACTIVE PARTICIPANT IN THE MDH PROGRAM-TOWN (TACKLING OVERDOSE WITH NETWORKS). WELIA HEALTH IS CONSISTENTLY REQUESTED TO PARTICIPATE IN COMMUNITY FORUMS BRINGING AWARENESS AND KNOWLEDGE OF TREATMENT PROGRAMS FOR SUBSTANCE ABUSE. WELIA HEALTH'S STRATEGY TO ADDRESS OBESITY AND HEALTH LIVING INCLUDED PROVIDING HEALTHY DIET AND PHYSICAL ACTIVITY EDUCATION, IMPROVING ACCESS TO COMMUNITY PHYSICAL ACTIVITY OPTIONS, AND IMPROVING ACCESS TO PRIMARY CARE PROVIDERS. CLINIC VISITS ARE AVAILABLE WITH A REGISTERED DIETICIAN FOR INTENSIVE BEHAVIORAL THERAPY AS WELL AS MEDICAL NUTRITION THERAPY. WELIA HEALTH MAINTAINS AMERICAN DIABETES ASSOCIATION RECOGNITION FOR THEIR DIABETES SELF-MANAGEMENT AND EDUCATION PROGRAM. THE PROGRAM HAS SEEN CONSISTENT GROWTH OVER THE YEARS WITH AN INCREASING FOCUS ON THE USE OF TECHNOLOGY TOOLS TO ASSIST IN DIABETES MANAGEMENT. PRE-DIABETES EDUCATION EVENTS ARE HELD TO PROMOTE AWARENESS AND PREVENTION. WE ARE CERTIFIED AS A HEALTH CARE HOME AND ROUTINELY PROVIDE CARE COORDINATION SERVICES. IMPROVING ACCESS TO PRIMARY CARE WAS SHOWN THROUGH THE COMPLETION RATE OF 54.5% OF ELIGIBLE MEDICARE BENEFICIARIES RECEIVING THEIR ANNUAL WELLNESS VISIT BY THE END OF 2024. WELIA IS PART OF THE WELLVANA ACO AND THE HEADWATERS NETWORK. BOTH FOCUS ON IMPROVING POPULATION HEALTH. SEVERAL PRIMARY CARE PROVIDERS WERE ADDED DURING 2023-2025 TO ALLOW FOR IMPROVED ACCESS TO HEALTH CARE SERVICES. OTHER PROGRAMS TO SUPPORT THIS HEALTH NEED INCLUDED FREE SPORTS PHYSICALS, EMPLOYEE WELLNESS PROGRAMS, EMPLOYEE FITNESS AREAS, THE DIABETES SELF-MANAGEMENT SUPPORT GROUP, COMMUNITY EDUCATION THROUGH OUR ENEWSLETTERS AND BLOGS, AND OUR SUPPORT OF THE WELIA CENTER AND THE HINCKLEY/FINLAYSON SCHOOLS WALKING TRACK AND FITNESS CENTER. WELIA HEALTH PART V, SECTION B, LINE 16J: WELIA HEALTH'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE ONLINE AT WWW.WELIAHEALTH.ORG/RESOURCES/BILLING/. 2 3 - WELIA HEALTH PINE CITY CLINIC 1425 MAIN STREET N PINE CITY MN 55063 PROVIDER-BASED RURAL HEALTH CLINIC 4 - WELIA HEALTH HINCKLEY CLINIC 620 SANDY LANE HINCKLEY MN 55037 PROVIDER-BASED RURAL HEALTH CLINIC PART I, LINE 3C: TO QUALIFY FOR WELIA'S WELIACARE PROGRAM, (A) THE PATIENT MUST HAVE FAMILY INCOME AT OR BELOW 275% OF THE THEN-CURRENT FEDERAL POVERTY GUIDELINES OR QUALIFY TO FILE IRS FORM 4029, (B) HAVE FAMILY LIQUID ASSETS LESS THAN $20,000, (C) LIVE IN EITHER WISCONSIN OR MINNESOTA, AND (D) RECEIVE EMERGENCY OR MEDICALLY NECESSARY CARE FROM WELIA HEALTH. PART I, LINE 7: THE AMOUNTS REPORTED IN PART I, LINE 7 WERE CALCULATED USING THE WORKSHEETS IN THE 2023 SCHEDULE H INSTRUCTIONS, INCLUDING USE OF A COST-TO-CHARGE RATIO. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 5,309,469. PART II, COMMUNITY BUILDING ACTIVITIES: WELIA HEALTH IS AN ACTIVE MEMBER OF THE LOCAL COMMUNITY'S CHAMBER OF COMMERCE.WELIA HEALTH ENSURES THE COMMUNITY'S WELLNESS CENTER HAS A WELIA HEALTH EMPLOYEE ON SITE, AVAILABLE TO COMMUNITY MEMBERS. THIS INDIVIDUAL ALSO ORGANIZES COMMUNITY HEALTH AND FITNESS EVENTS. WELLNESS CENTER MEMBERSHIPS ARE SHARED BETWEEN WELIA EMPLOYEES AND LOCAL COMMUNITY RESIDENTS.WELIA HEALTH ORGANIZES AND HOSTS COMMUNITY BLOOD DRIVES THROUGHOUT THE YEAR. PART III, LINE 2: IN EVALUATING THE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES PAST RESULTS AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE NET REALIZABLE VALUE. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD PARTY COVERAGE, THE NET REALIZABLE VALUE IS BASED ON THE ESTIMATED CONTRACTUAL REIMBURSEMENT PERCENTAGES, WHICH IS BASED ON CURRENT CONTRACT PRICES OR HISTORICAL CLAIMS PAID DATA BY PAYOR. FOR UNINSURED PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE WHICH THIRD PARTY COVERAGE EXISTS FOR A PORTION OF THE BILL), THE NET REALIZABLE VALUE IS DETERMINED USING ESTIMATES OF HISTORICAL COLLECTION EXPERIENCE. THESE ESTIMATES ARE ADJUSTED FOR RECOVERIES AND ANY ANTICIPATED CHANGES IN TRENDS, INCLUDING SIGNIFICANT CHANGES IN PAYOR MIX, ECONOMIC CONDITIONS OR TRENDS IN FEDERAL AND STATE GOVERNMENTAL HEALTH CARE COVERAGE. PART III, LINE 3: THE ORGANIZATION DOES NOT HAVE A METHOD OF REASONABLY ESTIMATING THE PORTION OF ITS BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO WOULD QUALIFY FOR CHARITY CARE BUT FAILED TO COMPLETE A CHARITY CARE APPLICATION. PART III, LINE 4: SEE THE "ACCOUNTS RECEIVABLE AND ALLOWANCE FOR CREDIT LOSSES" SECTION OF NOTE 1 ON PAGE 7 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS FOR A DESCRIPTION OF HOW WELIA HEALTH CALCULATES BAD DEBT EXPENSE. PART III, LINE 8: THE MEDICARE REVENUES AND ALLOWABLE COSTS WERE CALCULATED USING THE 2024 MEDICARE COST REPORT. PART III, LINE 9B: WHERE THE PATIENT HAS INDICATED AN INABILITY TO PAY THE FULL AMOUNT OF THE DEBT IN ONE PAYMENT, THE HEALTH SYSTEM HAS OFFERED THE PATIENT A REASONABLE PAYMENT PLAN, PROVIDED THAT THE HEALTH SYSTEM MAY REQUIRE THE PATIENT TO PROVIDE REASONABLE VERIFICATION OF THE INABILITY TO PAY THE FULL AMOUNT OF THE DEBT IN ONE PAYMENT; AND THE PATIENT HAS BEEN GIVEN A REASONABLE OPPORTUNITY TO APPLY FOR WELIA HEALTH BENEFIT PROGRAM, IF THE FACTS AND CIRCUMSTANCES SUGGEST THAT THE PATIENT MAY BE ELIGIBLE FOR WELIA HEALTH'S BENEFIT PROGRAM, INCLUDING, FOR EXAMPLE, IF THE PATIENT IS UNINSURED OR IS ON MINNESOTA CARE, MEDICAL ASSISTANCE, OR OTHER RELIEF BASED ON NEED. PART VI, LINE 2: WELIA HEALTH IS CONSTANTLY ASSESSING THE HEALTH NEEDS OF THE COMMUNITY. ONE WAY WELIA HEALTH ASSESSES COMMUNITY NEEDS IS BY HOSTING A PATIENT FAMILY ADVISORY COMMITTEE THROUGH WHICH INPUT IS SOLICITED FROM THE PATIENT COMMUNITY. WELIA HEALTH ALSO CONDUCTS PATIENT SURVEYS TO GATHER INPUT ON THE NEEDS OF THE COMMUNITY. FINALLY, WELIA HEALTH REGULARLY CONDUCTS STRATEGIC PLANNING INVOLVING COMMUNITY MEMBERS, WELIA HEALTH LEADERSHIP AND THE WELIA HEALTH BOARD OF DIRECTORS. THESE STRATEGIC PLANNING SESSIONS INCLUDE AN IN-DEPTH ASSESSMENT OF COMMUNITY HEALTH NEEDS. PART VI, LINE 3: WELIA HEALTH OFFERS WELIACARE TO ALL PATIENTS. WE EMPLOY TWO PATIENT FINANCIAL REPRESENTATIVES WHO ASSIST THE PUBLIC IN FILLING OUT WELIACARE APPLICATIONS OR REFERRING THEM TO OTHER AGENCIES WITHIN OUR CARE AREA FOR GOVERNMENT ASSISTANCE PROGRAMS. WELIA HEALTH EDUCATES INTERNAL STAFF AND OUR OUTSOURCED BILLING AGENCY ON THE WELIACARE PROGRAM AND WILL OFFER PATIENTS THE APPLICATION OR REFER TO OUR PATIENT FINANCIAL REPRESENTATIVES IF THEY EXPRESS INTEREST. PART VI, LINE 4: WELIA HEALTH SERVES APPROXIMATELY 45,000 RESIDENTS IN KANABEC AND PINE COUNTIES IN MINNESOTA. PINE AND KANABEC COUNTIES ARE THE 80TH AND 81ST, RESPECTIVELY, POOREST COUNTIES OUT OF 87 IN MINNESOTA. KANABEC COUNTY IS DESIGNATED AS A LOW-INCOME HEALTH PROFESSIONAL SHORTAGE AREA (HPSA). PINE COUNTY IS DESIGNATED AS A GEOGRAPHIC HPSA. PART VI, LINE 5: WELIA HEALTH HAS A ROBUST COMMUNITY BENEFIT PROGRAM, SUPPORTING ITS MISSION OF IMPROVING THE HEALTH OF THE COMMUNITIES. WE HAVE A LONGSTANDING COMMITMENT TO THE MEDICALLY UNDERSERVED POPULATION AND CONTINUE TO SHOW THIS COMMITMENT THROUGH OUR GENEROUS CHARITY CARE POLICY, PROVIDING FREE AND DISCOUNTED SERVICES FOR THE UNINSURED AND UNDERINSURED. WELIA HEALTH CONTINUES TO DEVELOP, PROVIDE AND PARTICIPATE IN PROGRAMS AND ACTIVITIES ON VARIOUS HEALTH AND WELLNESS TOPICS, OFTEN FOR LITTLE OR NO FINANCIAL GAIN. OUR WORK ALSO SUPPORTS A COLLABORATIVE FRAMEWORK MODEL WITH OUR COMMUNITY PARTNERS FOR IMPROVING COMMUNITY HEALTH. IN ADDITION, WE PARTICIPATE IN MANY HEALTH PROFESSIONAL EDUCATION AND TRAINING OPPORTUNITIES ACROSS MULTIPLE DISCIPLINES TO FULFILL THE NEEDS OF THE HEALTH CARE INDUSTRY. PART VI, LINE 7, REPORTS FILED WITH STATES MN 1 CHARITY CARE 281 967348 0 N/A N/A PART I, LINE 2: ASSISTANCE TO INDIVIDUALS IS LIMITED TO DISCOUNTS ON SERVICES PROVIDED BY WELIA HEALTH, SO INDIVIDUALS ARE NEVER GIVEN CASH OR OTHER ASSETS. X X X 0 1 0 0 0 0 0 0 0 RANDY ULSETH CEO 541751 0 151120 0 0 0 11294 0 32495 0 736660 0 0 0 THOMAS MULLIN SPORTS MEDICINE PHYSICIAN 637222 0 0 0 0 0 17674 0 41418 0 696314 0 0 0 ALBERT YOUN GENERAL SURGEON 595917 0 0 0 0 0 16404 0 37526 0 649847 0 0 0 HUY NGUYEN GENERAL SURGEON 503398 0 0 0 0 0 20700 0 11227 0 535325 0 0 0 MATTHEW SCHULTZ PHYSICIAN 427398 0 0 0 0 0 16019 0 44420 0 487837 0 0 0 JACK SCHWINGHAMER DIRECTOR & PHYSICIAN 386770 0 0 0 0 0 20700 0 41426 0 448896 0 0 0 BRIAN GELLER HEMATOLOGY/ONCOLOGY PHYSICIAN 366598 0 0 0 0 0 22755 0 6132 0 395485 0 0 0 JOSHUA ASP CFO 284406 0 43700 0 0 0 17725 0 14206 0 360037 0 0 0 RYAN KROSCHEL DIRECTOR & PHYSICIAN 319158 0 0 0 0 0 16230 0 0 0 335388 0 0 0 PART I, LINE 4B WELIA HEALTH MAINTAINS A 457(F) PLAN FOR THE CEO. NO AMOUNTS WERE CONTRIBUTED INTO THE PLAN OR DISTRIBUTED OUT OF THE PLAN IN 2024. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY ESTABLISH COMMITTEES HAVING THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. COMMITTEES WILL BE ESTABLISHED BY RESOLUTION AND WILL HAVE AUTHORITY ONLY TO THE EXTENT PROVIDED IN THE RESOLUTION. EXCEPT AS MAY BE PROVIDED BY LAW IN THE CASE OF A SPECIAL LITIGATION COMMITTEE, COMMITTEES WILL AT ALL TIMES BE SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE KANABEC COUNTY BOARD OF COMMISSIONERS APPOINTS ONE OF ITS MEMBERS TO THE BOARD OF DIRECTORS. THE COUNTY BOARD OF COMMISSIONERS MAY ALSO REMOVE THE COUNTY-APPOINTED BOARD MEMBER AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE CFO AND CEO REVIEWED THE FINAL 990 AND A COPY OF THE 990 WAS PRESENTED TO THE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C WELIA HEALTH'S CONFLICT OF INTEREST POLICY REQUIRES ALL BOARD MEMBERS AND KEY SALARIED OFFICERS TO FULLY DISCLOSE ANY INTEREST THAT MIGHT RESULT IN A CONFLICT OF INTEREST. ONCE A POTENTIAL CONFLICT IS DISCLOSED, THE INDIVIDUAL MAY NOT PARTICIPATE IN DISCUSSIONS OR IN THE ORGANIZATION'S ACTIONS RELATED TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD USES AN INDEPENDENT CONSULTING FIRM TO DETERMINE AND EVALUATE THE CEO'S COMPENSATION. THE CEO USES AN INDEPENDENT CONSULTING FIRM TO DETERMINE THE COMPENSATION OF OTHER EXECUTIVES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 WELIA HEALTH DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE ATTACHED TO THE PUBLIC DISCLOSURE COPY OF THE FORM 990. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 11,834,340. MANAGEMENT AND GENERAL EXPENSES 2,263,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,098,162. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.