2025-11-17T15:28:26-06:00 2024-12-31 135565207 KPMG LLP 350 N 5TH STREET SUITE 600 MINNEAPOLIS MN 55401 990 2024-01-01 411386635 LAKEVIEW HEALTH FOUNDATION LAKE 9528836584 8170 33RD AVENUE SOUTH PO BOX 1309 MINNEAPOLIS MN 554401309 ALITA R RISINGER CFO 9528836584 2025-11-17 1 0 HOLLY K MOEN P01800653 6123055000 2024 2025-03-06 01:10:19Z ALITA R RISINGER 8170 33RD AVENUE SOUTH PO BOX 1309 MINNEAPOLIS MN 554401309 1083669 0 X WWW.LAKEVIEW.ORG X 1977 MN TO MEET THE HEALTHCARE NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES OF THE ST. CROIX VALLEY. 9 6 0 25 0 0 1136661 729204 0 0 306124 270247 -17046 1000 1425739 1000451 2059008 1144571 0 0 0 0 0 0 0 14563 0 2073571 1144571 -647832 -144120 10040976 9089994 1713997 1720141 8326979 7369853 X LAKEVIEW HEALTH FOUNDATION (THE FOUNDATION), THROUGH PHILANTHROPY, DEVELOPS RESOURCES TO IDENTIFY AND SUPPORT INITIATIVES THAT ENABLE LAKEVIEW HEALTH (LH) TO FULFILL ITS MISSION - TO PROMOTE AND SPONSOR SUPERIOR HEALTH AND WELL-BEING SERVICES. 0 0 1144571 1144571 SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS 1144571 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X SCOTT C PALMQUIST 9528837556 8170 33RD AVE S BLOOMINGTON MN 55082 X MICHAEL SWISHER DIRECTOR & VICE CHAIR 1.00 0.00 X X 0 0 0 CHRISTINE CLARK DIRECTOR 1.00 0.00 X 0 0 0 MELISSA SCHOENHERR DIRECTOR 1.00 44.00 X 0 482380 116172 ARETTA RICE DIRECTOR (JAN - MAY) 1.00 0.00 X 0 0 0 SUE SPERBER DIRECTOR 1.00 0.00 X 0 0 0 LOWELL JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 ROBERTA SEUM DIRECTOR 1.00 0.00 X 0 0 0 ABIGAIL M HELLER MD DIRECTOR 0.50 49.50 X 0 476595 72321 EMILIENNE ANDERSON DIRECTOR 1.00 39.00 X 0 258660 29297 DAVID REED DIRECTOR & CHAIR 2.00 0.00 X X 0 0 0 MICHELLE BOE EXECUTIVE DIRECTOR 0.50 54.50 X 0 228117 36662 NANCY L EVERT SECRETARY 0.50 49.50 X 0 830206 248257 BRANDI LUNNEBORG PRESIDENT 1.00 59.00 X 0 708122 144394 ALITA R RISINGER CFO (JULY - DEC) 0.50 49.50 X 0 725287 155052 DOUGLAS E JOHNSON CFO (JAN - JUNE) 0.00 40.00 X 0 511654 29214 0 4221021 831369 0 0 1 0 0 7500 721704 175 729204 218258 218258 135207 83218 51989 51989 51989 1000 7500 0 1000 1000 1000451 0 0 271247 1122821 1122821 21750 21750 1144571 1144571 0 0 5165768 4090433 27796 100 3000 4824261 4999461 20151 10040976 9089994 1713997 1720141 1713997 1720141 X 1200482 1143806 7126497 6226047 8326979 7369853 10040976 9089994 X -144120 135207 -948213 X 0 1 X 1 0 X 977905 2517104 2013921 1136661 729204 7374795 977905 2517104 2013921 1136661 729204 7374795 3896285 3478510 136737 114245 178651 250751 218258 898642 8273437 190713 0.42040 0.41320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7126497 645759 310819 1857028 6226047 7790289 891179 482925 2037896 7126497 7612188 1886365 -603591 1104673 7790289 7222540 2372577 94903 128056 1949776 7612188 6565376 921756 57479 315850 6220 7222540 0.07900 0.92100 0 0 0 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR USE WITHIN THE FOUNDATION ARE FOR GRANTS RELATED TO EDUCATION, RESEARCH AND PATIENT CARE. THIS SCHEDULE HAS BEEN UPDATED TO BE MORE CONSISTENT WITH THE FOUNDATION'S REPORTING. PART X, LINE 2: THE FOUNDATION IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. 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. 1 LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC 8170 33RD AVENUE SOUTH PO BOX 1309 BLOOMINGTON MN 554401309 410811697 501 (C)(3) 1097299 0 PROGRAM SERVICES 1 SCHOLARSHIPS 10 21750 PART I, LINE 2: THE FOUNDATION MANAGEMENT STAFF REVIEW THE MISSION AND PURPOSE OF POTENTIAL GRANTEE ORGANIZATIONS TO ASSURE CONSISTENCY WITH THE FOUNDATION'S MISSION AND PURPOSE. AMOUNTS SUBSEQUENTLY GRANTED ARE SUBJECT TO THE FOUNDATION'S FORMAL SPENDING APPROVAL AND DOCUMENTATION PROCESS BASED ON AMOUNT OF THE EXPENDITURE. 0 1 0 0 0 0 0 0 0 NANCY L EVERT SECRETARY 0 529742 0 238830 0 61634 0 213042 0 35215 0 1078463 0 53243 ALITA R RISINGER CFO (JULY - DEC) 0 483006 0 238898 0 3383 0 105485 0 49567 0 880339 0 0 BRANDI LUNNEBORG PRESIDENT 0 453163 0 201906 0 53053 0 95322 0 49072 0 852516 0 36046 MELISSA SCHOENHERR DIRECTOR 0 334164 0 92017 0 56199 0 73094 0 43078 0 598552 0 0 ABIGAIL M HELLER MD DIRECTOR 0 343556 0 0 0 133039 0 25875 0 46446 0 548916 0 0 DOUGLAS E JOHNSON CFO (JAN - JUNE) 0 198865 0 136445 0 176344 0 0 0 29214 0 540868 0 121739 EMILIENNE ANDERSON DIRECTOR 0 217389 0 39527 0 1744 0 13961 0 15336 0 287957 0 0 MICHELLE BOE EXECUTIVE DIRECTOR 0 215888 0 10050 0 2179 0 0 0 36662 0 264779 0 0 PART I, LINE 3 THE FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH, INC (GHI), PARK NICOLLET HEALTH SERVICES (PNHS) OR BY LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LMHA), RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS. PART I, LINE 4B SCHEDULE J, PART I, LINE 4B: SENIOR LEADERS OF GROUP HEALTH, INC. ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN THE NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 54,415 BRANDI LUNNEBORG $ 23,018 ALITA R. RISINGER $ 50,924 SCHEDULE J, PART I, LINE 4B: SENIOR LEADERS OF PARK NICOLLET HEALTH SERVICES ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN THE CAPITAL ACCUMULATION ACCOUNT PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: MELISSA F. SCHOENHERR $ 41,496 PART II 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: NANCY L. EVERT $ 53,243 DOUGLAS E. JOHNSON $ 121,739 BRANDI LUNNEBORG $ 36,046 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. FORM 990, PART III, LINE 4A: EXEMPT PURPOSE AND ACHIEVEMENTS CORPORATE STRUCTURE, PURPOSE, GOVERNANCE THE LAKEVIEW HEALTH FOUNDATION (THE FOUNDATION) IS A MINNESOTA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND IS PART OF THE FAMILY OF HEALTHPARTNERS ORGANIZATIONS (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. 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. HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. 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. HPI IS THE PARENT ENTITY OF GROUP HEALTH, INC. (GHI), WHICH IS A MINNESOTA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) AND THE SOLE CORPORATE MEMBER OF LAKEVIEW HEALTH, A MINNESOTA NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). LAKEVIEW HEALTH IS THE SOLE CORPORATE MEMBER OF THE FOUNDATION. THE FOUNDATION, THROUGH PHILANTHROPY, DEVELOPS RESOURCES TO IDENTIFY AND SUPPORT INITIATIVES THAT ENABLE LAKEVIEW HEALTH, LAKEVIEW HOSPITAL, AND STILLWATER MEDICAL GROUP TO FULFILL THEIR MISSION TO PROMOTE AND SPONSOR SUPERIOR HEALTH AND WELLBEING SERVICES. THE FOUNDATION RAISED $730,204 IN CONTRIBUTIONS AND GRANTS IN 2024 AND DIRECTED FUNDS TO SEVERAL CHARITY CARE PROGRAMS, AS WELL AS PROGRAM SUPPORT, GREATEST NEED ALLOCATIONS, AND CAPITAL REQUESTS. CANCER CARE: CANCER CAN BE A LIFE-CHANGING DIAGNOSIS, STOPPING PATIENTS AND FAMILIES IN THEIR TRACKS AS THEY LOOK FOR CARE AND GUIDANCE ON WHAT'S NEXT. LAKEVIEW HOSPITAL IS HOME TO AN EXCEPTIONAL ONCOLOGY PROGRAM THAT COMBINES TWIN CITIES MEDICAL EXPERTISE WITH A SMALL-TOWN FEEL. THE FOUNDATION SUPPORTS PATIENTS AND THEIR FAMILIES BY IMPROVING ACCESS TO CANCER CARE RESOURCES AND PROVIDING PERSONAL TOUCHES THAT MAKE THE CANCER JOURNEY EASIER. FUND EXPENSES WERE $1,720. EMERGENCY CLOTHING: THE FOUNDATION SUPPORTED SIMPLE EMERGENCY CLOTHING, SUCH AS A TSHIRTS, FOR PATIENTS WHO WERE UNABLE TO RETURN TO HOME IN THEIR DAMAGED CLOTHING. FUND EXPENSES WERE $1,489. DIABETES EDUCATION: THE FOUNDATION IS COMMITTED TO ENSURING THAT INDIVIDUALS DIAGNOSED WITH DIABETES HAVE ACCESS TO THE DIABETES EDUCATION PROGRAM, REGARDLESS OF THEIR ABILITY TO PAY. THE FOUNDATION MAKES GRANTS AVAILABLE FOR QUALIFIED DIABETES PATIENTS WHO HAVE NO INSURANCE COVERAGE, LIMITED COVERAGE, OR A HIGH DEDUCTIBLE. PATIENTS LEARN ABOUT THIS PROGRAM THROUGH A PROGRAM BROCHURE AND RECOMMENDATIONS FROM STAFF. THE PROGRAM WAS FORTUNATE TO WORK WITH 198 DIABETES GRANT PATIENTS IN 2024. TO HELP OFFER MORE AFFORDABLE SUPPLEMENTARY EDUCATION, A WEIGHT LOSS SERIES CALLED HEALTHY WEIGHT MATTERS IS OFFERED AT ALL FOUR HEALTHPARTNERS VALLEY HOSPITAL SITES. MONTHLY COMMUNITY CLASSES ARE OFFERED THAT RANGE FROM FREE TO $20 PER CLASS, INCLUDING STOMP OUT DIABETES, FOOD FOR LIFE (HEART HEALTHY EATING),AND CLASSES RELATED NUTRITION AND ITS RELATIONSHIP TO HEALTHY BONES, BRAIN HEALTH, GASTROINTESTINAL ISSUES, AND MORE. THE PROGRAM CONTINUES TO ASSIST PATIENTS WITH AFFORDABILITY OF DIABETES MEDICATIONS AND HEALTHY LIFESTYLE, INCLUDING WORK WITH THE LAKEVIEW PRESCRIPTION ASSISTANCE PROGRAM, FINANCIAL ASSISTANCE PROGRAMS THROUGH THE MEDICATION COMPANIES AND OFFERING RESOURCES FOR PEOPLE WHO STRUGGLE WITH FOOD INSECURITY. TOTAL NUMBER OF PATIENTS SEEN IN DIABETES EDUCATION IN 2024: 1,092. EXPENSES FOR THE PROGRAM WERE $28,981. THE GREATEST NEEDS PROGRAM: IN THE GREATEST NEEDS PROGRAM, THE FOUNDATION DIRECTS FUNDS TO AN AREA OF HIGHEST PRIORITY FOR THE HOSPITAL, INCLUDING FACILITY ENHANCEMENTS, MEDICAL TECHNOLOGY UPGRADES, AND ADVANCING SPECIALTY EXCELLENCE AREAS. IN 2024, THE FOUNDATION PURCHASED NEONATE TELEMETRY FOR THE LAKEVIEW WOMEN'S CENTER AND A SOLO-STEP OVERHEAD TRACK AND HARNESS SYSTEM FOR CANCER CARE. FUND EXPENSES WERE $105,037. HOMECARE, HOSPICE AND PALLIATIVE CARE: LAKEVIEW HOSPITAL'S HOMECARE, HOSPICE AND PALLIATIVE CARE PROGRAM PROVIDES CONVENIENT, COST EFFECTIVE HOME CARE AND HOSPICE SERVICES TO RESIDENTS OF THE ST. CROIX VALLEY AND WESTERN WISCONSIN, SERVING PATIENTS' MEDICAL, EMOTIONAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS. THE FOUNDATION HELPED PROVIDE TWENTY-NINE VOLUNTEERS TO DEDICATE THEIR TIME TO SUPPORT LAKEVIEW HOSPITAL'S 1,860 PATIENTS IN HOSPICE AND 2,595 PATIENTS IN HOMECARE IN 2024. THE INTEGRATIVE MEDICINE THERAPIES MISSION IS TO ENHANCE HEALTH AND THE HEALING PROCESS BY PROVIDING INTEGRATIVE THERAPIES AND SERVICES TO PROMOTE THE BALANCE OF MIND, BODY AND SPIRIT. INTEGRATIVE MEDICINE IS THE TREATMENT USED IN ADDITION TO A DOCTOR'S STANDARD CARE. IN 2024, THE FOUNDATION HELPED SUPPORT THERAPY VISITS AND THE DISTRIBUTION OF AROMATHERAPY PATCHES (3,900), MUSIC THERAPY (583 SESSIONS) AND PET THERAPY. THE FOUNDATION'S SCHOLARSHIP PROGRAM SERVES LOCAL STUDENTS, HOSPITAL AND CLINIC EMPLOYEES AND THEIR CHILDREN AND VOLUNTEERS WHO ARE PURSUING A POST-SECONDARY EDUCATION IN HEALTH CARE DELIVERY. IN 2024, THE FOUNDATION GRANTED TEN SCHOLARSHIPS TOTALING $21,750 AND INCLUDED STUDENTS PURSUING MD/DO (DOCTOR), BSN (BACHELOR OF SCIENCE NURSING), MSN (MASTER OF SCIENCE NURSING), MPH (MASTER OF PUBLIC HEALTH), AND A BACHELOR OF SCIENCE IN MEDICAL LABORATORY SCIENCE DEGREES. MAKE IT OK IS COMMITTED TO ENDING STIGMA, CHANGING THE NARRATIVE, AND CONNECTING PEOPLE TO RESOURCES. IT WILL DEEPEN ITS FOCUS ON HELPING TO EQUIP AND EMPOWER ALL ADULTS INCLUDING PARENTS, CAREGIVERS, AND YOUTH-SERVING ADULTS TO BE TRUSTED SUPPORTS FOR KIDS AND OTHERS, WHILE PRIORITIZING THEIR OWN WELL-BEING THROUGH STRENGTHENING SELF-CARE AND RESILIENCE BUILDING, ENABLING THEM TO BETTER CARE FOR OTHERS AND THRIVE. IN 2024, THE MAKE IT OK COMMUNITY INITIATIVE CONTINUED TO RAISE AWARENESS, CHALLENGE STIGMA, CONNECT PEOPLE TO RESOURCES, AND ENCOURAGE OPEN CONVERSATIONS ABOUT MENTAL HEALTH, INCLUDING SUBSTANCE USE DISORDER. IN MARCH, IT CELEBRATED THE LAUNCH OF A REDESIGNED WEBSITE, FEATURING A NEW LOOK, NEW EXPERIENCE, UPDATED CONTENT, AND TAILORED RESOURCES DESIGNED TO HELP EVERYONE FEEL WELCOMED, SEEN, HEARD, AND INCLUDED. OUTREACH REMAINED STRONG, WITH IN-PERSON AND VIRTUAL COMMUNITY CONNECTIONS THROUGH EVENTS, ACTIVITIES, PARTNERSHIPS, AND TRAINING NEW AMBASSADORS, LOCALLY AND NATIONALLY. HIGHLIGHTS FROM 2024 INCLUDE 73,000+ WEBSITE VISITORS, 18,000+ REACHED THROUGH RADIO AND PODCAST INTERVIEWS, 6,000+ ENGAGED AT 30 IN-PERSON COMMUNITY EVENTS, 995 AMBASSADOR E-NEWS LISTSERV SUBSCRIBERS (140 NEW IN 2024), 632 ATTENDEES THROUGH 15 MAKE IT OK PRESENTATIONS (497 ATTENDED THE SUBSTANCE USE DISORDER PRESENTATION), 495 NEW COMMUNITY E-NEWS LISTSERV SUBSCRIBERS (SINCE MAY 2024), 162 NEW AMBASSADORS TRAINED THROUGH SEVEN VIRTUAL SESSIONS. IMPORTANT WORK HAS RESULTED IN A MEASURABLE DECREASE IN COMMUNITY STIGMA. IN 2024, THE FUND EXPENSES WERE $4,000. THE POWERUP COMMUNITY HEALTH INITIATIVE CONTINUED TO INSPIRE AND SUPPORT KIDS AND FAMILIES TO EAT BETTER, MOVE MORE, AND FEEL GOOD. THIS YEAR, WE DEEPENED OUR 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. HIGHLIGHTS INCLUDE 13,000+ REACHED WITH THE POWERUP PRESS FAMILY NEWSLETTERS, THROUGH SCHOOLS AND COMMUNITIES. NEARLY 2,200 POWERUP LISTSERV SUBSCRIBERS (108 NEW IN 2024) ENGAGED THROUGH MONTHLY E-NEWSLETTERS AND 23,094 KIDS AND FAMILIES ENGAGED THROUGH 131 EVENTS THAT POWERUP ATTENDED. IN 2024 FUND EXPENSES TOTALED $91,548. PART III CONT. THE HEALTHPARTNERS TEEN LEADERSHIP COUNCIL (TLC) CONTINUES TO DEVELOP THE NEXT GENERATION OF RESILIENT LEADERS BY AMPLIFYING YOUTH VOICE AND GIVING THEM A PLATFORM TO MAKE CHANGE IN THEIR COMMUNITIES, DEMONSTRATED THROUGH INCREASED GROWTH IN PUBLIC HEALTH AND LEADERSHIP SKILLS, INCREASED SELF-CONFIDENCE, A SENSE OF BELONGING AND GREATER RESILIENCY. THE LC HAS REACHED 500,000+ TEENS THROUGH CONSULTATION WITH THE MINNESOTA DEPARTMENT OF HEALTH AND HAS FOCUSED ON ADVERSE CHILDHOOD EXPERIENCES (ACES) EDUCATION. THROUGH THE TLC, 11,400 STUDENTS WERE REACHED THROUGH THEIR CONSULTATION WITH EVERY MEAL, TASTE-TESTING FOOD PRODUCTS TO INCLUDE IN WEEKEND MEAL KITS. FOUR HUNDRED MEALS FOR UNHOUSED INDIVIDUALS AT THE ST. PAUL OPPORTUNITY CENTER WERE PREPARED AND SERVED, AND 1,417 OPIOID PREVENTION KITS WERE PACKED FOR STEVE RUMMLER HOPE NETWORK, PREVENTING 5,668 OVERDOSES. IN 2024, FUND EXPENSES WERE $12,421. LITTLE MOMENTS COUNT (LMC) IS A CROSS-SECTOR INITIATIVE TO RAISE AWARENESS AND CHANGE BEHAVIOR BASED ON THE SCIENCE OF CHILDREN'S BRAIN DEVELOPMENT DURING THEIR FIRST 1,000 DAYS OF LIFE. FROM THE START, LMC ENVISIONED A BROAD, INCLUSIVE SOCIAL MOVEMENT THAT BRINGS TOGETHER ORGANIZATIONS AND INDIVIDUALS COMMITTED TO ENSURING ALL CHILDREN HAVE A STRONG BEGINNING AND BRIGHT FUTURE. IN 2024, 115 ORGANIZATIONS ACROSS MULTIPLE SECTORS, INCLUDING THE FOUNDATION, PARTNERED WITH LMC TO REACH OVER 8,000 FAMILIES THROUGH THE LITTLE MOMENTS COUNT BIRTH CENTER AND HOME VISITING PARTNERS. THE PRESCRIPTION ASSISTANCE PROGRAM (PAP) FACILITATES ACCESS TO ESSENTIAL MEDICATIONS TO LOW INCOME OR UNDERINSURED PATIENTS FOR FREE OR AT GREATLY REDUCED COSTS. THIS FREE, COMPREHENSIVE SERVICE ASSISTS PATIENTS WITH QUALIFICATION, IDENTIFICATION AND ENROLLMENT IN ESTABLISHED PHARMACEUTICAL PRESCRIPTION ASSISTANCE PROGRAMS AND/OR WITH COPAYMENT ASSISTANCE AS AVAILABLE. THE PAP PROVIDES QUALIFIED PATIENTS WITH THE RESOURCES TO MAINTAIN THEIR PRESCRIBED MEDICATION REGIMENS, WHICH RESULTS IN SIGNIFICANT IMPROVEMENT TO THEIR OVERALL HEALTH AND WELL-BEING. THE PROGRAM SERVES PATIENTS OF LAKEVIEW HOSPITAL AND HEALTHPARTNERS STILLWATER CLINIC (INCLUDING THE SOMERSET, WISCONSIN CLINIC) WHO ARE LOW INCOME, LACKING PRESCRIPTION INSURANCE, UNDERINSURED, OR STRUGGLING TO AFFORD THEIR PRESCRIBED MEDICATIONS. PATIENTS QUALIFY FOR PRESCRIPTION ASSISTANCE BASED ON PHARMACEUTICAL COMPANIES' FEDERAL POVERTY LEVEL INCOME GUIDELINES. INDIVIDUALS ENROLLED IN PRESCRIPTION ASSISTANCE PROGRAMS SUFFER FROM CHRONIC HEALTH CONDITIONS, INCLUDING RHEUMATOID ARTHRITIS, ASTHMA, COPD, DIABETES, DEPRESSION, HYPERTENSION AND FIBROMYALGIA AS WELL AS VARIOUS CANCERS. PROGRAM PARTICIPANTS CROSS MANY ETHNICITIES AND ARE ACCEPTED REGARDLESS OF RACE, CREED, GENDER, OR RELIGION. PATIENTS' AGES RANGE FROM BIRTH TO 94 AND PATIENTS ARE PRIMARILY RESIDENTS OF THE ST. CROIX VALLEY. IN 2024, THERE WERE 193 PATIENTS WHO USED THE PRESCRIPTION ASSISTANCE PROGRAM TO FILL THEIR PRESCRIPTIONS AND $42,810, PRIMARILY IN COPAYS, WERE COVERED BY THIS PROGRAM. AT LAKEVIEW HOSPITAL, 417 PRESCRIPTIONS WERE FILLED AT A RETAIL VALUE OF $17,332 FOR PATIENTS WHO VOICED CONCERNS ABOUT NOT BEING ABLE TO PAY FOR THEIR MEDICATIONS. THE ST. CROIX VALLEY FAITH COMMUNITY NURSING PROGRAM IS A PARTNERSHIP BETWEEN LAKEVIEW HEALTH AND LOCAL CONGREGATIONS TO PROVIDE PHYSICAL, EMOTIONAL, AND SPIRITUAL CARE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES. THIS PROGRAM IS SUPPORTED WITHIN THE BUDGET OF THE FOUNDATION WITH $145,534 OF EXPENDITURES IN 2024. THE PROGRAM INVOLVES A FAITH COMMUNITY NURSE, EMPLOYED BY LAKEVIEW HOSPITAL AS A LIAISON BETWEEN LAKEVIEW HEALTH AND THE CONGREGATION. FAITH COMMUNITY NURSES ARE LICENSED REGISTERED NURSES, WITH ADVANCED EDUCATION IN HOLISTIC HEALTH CARE. IN 2024, THE TOTAL REACH OF ALL CONGREGATIONS WAS 25,000; THE TOTAL SERVED DIRECTLY BY A FAITH COMMUNITY NURSE WAS 4,888; THE NURSES MADE 4,120 REFERRALS TO THE COMMUNITY, WHILE THE TOTAL SERVED BY EDUCATIONAL OFFERINGS WAS 1,308. TELEMEDICINE IS A SHARED COST WITH EIGHT HOSPITALS IN THE ST. CROIX VALLEY, PROVIDING SERVICE FOR PATIENTS COMING TO OUR EMERGENCY DEPARTMENT WITH A MENTAL ILLNESS EPISODE. LAST YEAR 55 PATIENTS WERE SEEN VIRTUALLY BY A LICENSED CLINICAL PSYCHOLOGIST/SOCIAL WORKER, DIAGNOSED, AND MOVED INTO A CARE REGIMEN WITHIN 72 HOURS. THE FOUNDATION CONTRIBUTES ANNUALLY FOR THIS SERVICE. FUND EXPENSES WERE $25,212 IN 2024. THE FOUNDATION SUPPORTS QUALITY CARE FOR WOMEN OF ALL AGES, INCLUDING OUR PROGRAM HEALTHY BEGINNINGS. THROUGH THIS PROGRAM OUR STAFF PROVIDED REFERRALS TO LOCAL NONPROFIT AGENCIES FOR ASSISTANCE WITH FOOD, CLOTHING AND SHELTER. THE FOUNDATION ALSO PROVIDES SUPPORT WITH INFANT FORMULA, DIAPERS, BEDDING, CAR SEATS, GIFT CARDS, GAS CARDS AND CRITICAL PRENATAL EDUCATIONAL CLASSES FOR NEW MOTHERS. IN 2024, THE FOUNDATION PROVIDED THREE LACTATION CHAIRS ($3,172) AND CRIBS ($7,613). FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS LAKEVIEW HEALTH. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER RATIFIES THE PERSONS ELECTED TO THE LAKEVIEW HEALTH FOUNDATION BOARD, AT LEAST A MAJORITY OF WHOM MUST BE COMMUNITY LEADERS. THE PRESIDENT OF THE SOLE MEMBER SERVES AS AN EX OFFICIO NON-VOTING FOUNDATION BOARD MEMBER. ADDITIONALLY, GHI AS THE SOLE MEMBER OF LAKEVIEW HEALTH APPOINTS ONE PERSON TO THE FOUNDATION BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS CUSTOMARY POWERS INCLUDING APPROVAL OF HIGHLY SIGNIFICANT ACTIONS OF THE FOUNDATION'S BOARD OF DIRECTORS. THESE INCLUDE AMENDMENT OF THE GOVERNING DOCUMENTS; APPROVAL OF STRATEGIC PLANS AND ANNUAL BUDGETS; MERGER, CONSOLIDATION OR SUBSTANTIAL AFFILIATION WITH ANOTHER ENTITY; APPOINTMENT OF THE PRESIDENT OF THE FOUNDATION; AND INCURRENCE OF DEBT. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF THE FOUNDATION. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE TAX DEPARTMENT OF GROUP HEALTH, INC. (GHI), THE MANAGEMENT TEAM OF THE FOUNDATION, GHI'S INTERNAL LEGAL DEPARTMENT AND THE FOUNDATION'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 COMPLETED AND PRESENTED TO THE GOVERNING BODY OF THE FOUNDATION. THE FOUNDATION MAKES AVAILABLE TO THE GOVERNING BODY (BOARD OF DIRECTORS) A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. EACH BOARD MEMBER WILL HAVE AN OPPORTUNITY TO COMMENT OR ASK QUESTIONS ABOUT THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION 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 THE FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY GROUP HEALTH, INC (GHI), PARK NICOLLET HEALTH SERVICES (PNHS) OR BY LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LMHA) RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS. THEREFORE, PART VI, SECTION B, QUESTION 15 IS NOT APPLICABLE TO THE FOUNDTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM THE FOUNDATION OR HEALTHPARTNERS. THE FOUNDATION'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, SECTION A: AVERAGE HOURS PER WEEK ALL OFFICERS OF THE FOUNDATION ARE EMPLOYED AND COMPENSATED BY GROUP HEALTH, INC., LAKEVIEW HOSPITAL, OR PARK NICOLLET HEALTH SERVICES, ALL OF WHICH ARE RELATED ORGANIZATIONS FOR THE FOUNDATION. REPORTED AVERAGE HOURS WORKED ARE BASED ON THEIR TOTAL COMPENSATION FROM ALL RELATED ORGANIZATIONS. FORM 990, PART XI, LINE 9: CAPITAL TRANSFER TO LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION -948,213. HEALTHPARTNERS INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 411693838 HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATION MN 501(C)(4) N/A 0 GROUP HEALTH INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 410797853 CLINIC SERVICES MN 501(C)(3) 170(B)(1) (A)(III) HEALTHPARTNERS INC 0 HEALTHPARTNERS INSTITUTE 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 411670163 HEALTHCARE EDUCATION AND RESEARCH MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC 0 CAPITOL VIEW TRANSITIONAL CARE CENTER 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 412011453 TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) GROUP HEALTH INC 0 REGIONS HOSPITAL 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 410956618 HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) GROUP HEALTH INC 0 REGIONS HOSPITAL FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 411888902 PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) GROUP HEALTH INC 0 RHSC INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 411891928 HEALTHCARE STAFFING AND INTENSE REHAB SERVICES MN 501(C)(3) 509(A)(3) TYPE II HEALTHPARTNERS INC 0 HUDSON HOSPITAL INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 390804125 HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) GROUP HEALTH INC 0 HUDSON HOSPITAL FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 391279567 PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) HUDSON HOSPITAL INC 0 LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 410811697 HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) LAKEVIEW HEALTH 0 STILLWATER MEDICAL GROUP 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 830379473 CLINIC STAFF AND FACILITIES MN 501(C)(3) 509(A)(3) TYPE I LAKEVIEW HEALTH 0 LAKEVIEW HEALTH 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 300221189 CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE II GROUP HEALTH INC 0 WESTFIELDS HOSPITAL INC 8170 33RD AVE S PO BOX 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SERVICES 0 PARK NICOLLET CLINIC 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55426 410834920 CLINIC SERVICES MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES 0 PNMC HOLDINGS 6500 EXCELSIOR BLVD ST LOUIS PARK MN 55426 411741792 HEALTHCARE REAL ESTATE MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES 0 AMERY REGIONAL MEDICAL CENTER INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 390908320 HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) GROUP HEALTH INC 0 AMERY REGIONAL MEDICAL CENTER FOUNDATION INC 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 391726539 PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) AMERY REGIONAL MEDICAL CENTER INC 0 HUTCHINSON HEALTH 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 841715908 HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES 0 HUTCHINSON HEALTH FOUNDATION 8170 33RD AVE S PO BOX 1309 MPLS MN 554401309 363317820 PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 170(B)(1) (A)(VI) HUTCHINSON HEALTH 0 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