l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93493306017146 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 ij Under section 501 ( c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private foundations) 2 0 1 5 Department of the ► Do not enter social security numbers on this form as it may be made public _ Treasury ► Information about Form 990 and its instructions is at www IRSgov/form990 Internal Revenue Service A For the 2015 calendar year, or tax y ear beg innin g 01-01 - 2015 , and ending 12- 31-2015 B Check if applicable C Name of organization [Address change ALTRU HEALTH SYSTEM [Name change [Initial return Doing business as ALTRU HOSPITAL [Final return/ terminated [Amended return Number and street (or P 0 box if mail is not delivered to street address ) Room/suite 1200 S COLUMBIA RD [Application Pending City or town, state or province , country, and ZIP or foreign postal code GRAND FORKS , ND 582014036 D Employer identification number E Telephone number G Gross receipts $ 550,617,513 45-0310462 (701)780-5200 F Name and address of principal officer H(a) Is this a group return for DAVID MOLMEN subordinates? Yes [No 1200 S COLUMBIA RD GRAND FORKS,ND 582014036 H(b) Are all subordinates Yes No included? If"No," attach a list (see instructions) I Tax - exempt status 501(c)(3) F_ 501( c) ( ) 1 (insert no ) F_ 4947(a)(1) or F_ 527 H(c) Group exemption number ► Website ALTRU ORG L Year of formation 1970 M State of legal domicile ND K Form of organization W/ Corporation F_ Trust F Association F Other ► E Summary 1Briefly describe the organization's mission or most significant activities HEALTHCARE DELIVERY U ti 2 Check this box ► [ if the organization discontinued its operations or disposed of more than 25% of its net assets ,d 3 Number of voting members of the governing body (Part VI, line 1a) . 3 11 4 Number of independent voting members of the governing body (Part VI, line 1b) . 4 6 5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) . 5 4,625 Q 6 Total number of volunteers (estimate if necessary) . 6 324 7a Total unrelated business revenue from Part VIII, column (C), line 12 . 7a 4,053,089 b Net unrelated business taxable income from Form 990-T, line 34 . 7b 1,198,070 Prior Year Current Year 8 Contributions and grants (Part VIII, line Ih) . 3,676,190 4,371,202 9 Program service revenue (Part VIII, line 2g) . 489,329,541 516,692,202 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) . 5,382,811 1,754,115 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and l le) 314,969 158,133 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 498,703,511 522,975,652 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3 ) . 288,959 301,740 14 Benefits paid to or for members (Part IX, column (A ), line 4) . 0 0 Salaries, other compensation, employee benefits (Part IX, column (A ), lines 15 296 , 361 , 790 307 , 765 , 281 5-10) 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 0 at b Total fundraising expenses (Part IX, column (D), line 25) 0 LLJ ► 17 Other expenses (Part IX, column (A), lines I1a-11d, lif-24e) . 181,006,960 196,488,504 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 477,657,709 504,555,525 19 Revenue less expenses Subtract line 18 from line 12 . 21,045,802 18,420,127 O y Beginning of Current Year End of Year 20 Total assets (Part X, line 16) . 470,129,714 480,240,011 a g 21 Total liabilities (Part X, line 26) . 274 517 289 268 918 642 ZLL 22 Net assets or fund balances Subtract line 21 from line 2 0TWO Si g nature Block Under penalties of perjury, I declare that I have examined this return, my knowledge and belief, it is true, correct, and complete Declaration preparer has any knowledge Signature of officer Sign PSON Here DWIGHT THOM CFO Type or print name and title Print/Type preparer's name Preparer's signature MARK MILLER MARK MILLER Paid Preparer Firm's name ► BRADY MARTZ AND ASSOCIATES PC Firm ' s address PO BOX 14296 Use Only ► GRAND FORKS, ND 582084296 May the IRS discuss this return with the preparer shown above? (see i For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2015) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III . IJ 1 Briefly describe the organization's mission IMPROVING HEALTH, ENRICHING LIFE WHY WE SERVE TO ACHIEVE OPTIMUM HEALTH FOR ALL RESIDENTS IN OUR REGION HOW WE SERVE BY PROVIDING HEALTH EDUCATION, PREVENTIVE SERVICES, EARLY INTERVENTION, AND APPROPRIATE CARE WHOM WE SERVE THE MORE THAN 200,000 RESIDENTS OF NORTHEAST NORTH DAKOTA AND NORTHWEST MINNESOTA WHO WE ARE A COMMUNITY OF OVER 4,000 HEALTH PROFESSIONALS AND SUPPORT STAFF COMMITTED TO SERVING THE REGION FOR MORE THAN 100 YEARS 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . EYes [No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? . EYes [No If "Yes," describe these changes on Schedule 0 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported 4a (Code ) (Expenses $ 11,641,749 including grants of $ ) (Revenue $ 19,766,131 ORTHOPEDICS - ALTRU'S TEAM OF ORTHOPEDIC SURGEONS PROVIDE INPATIENT AND OUTPATIENT SURGICAL SERVICES TO PATIENTS WITH ISSUES RANGING FROM SIMPLE FRACTURES TO COMPLEX TRAUMATIC INJURIES OUR ORTHOPEDIC SURGEONS ALSO PROVIDE OUTREACH CLINIC SERVICES TO COMMUNITIES THROUGHOUT OUR SERVICE AREA IN 2015, THERE WERE 1,281 HOSPITAL DISCHARGES 4b (Code ) (Expenses $ 11,849,885 including grants of $ ) (Revenue $ 15,469,228 CARDIOLOGY - ALTRU OFFERS COMPREHENSIVE SERVICES INCLUDING INTERVENTIONAL AND MEDICAL CARDIOLOGY ADDITIONAL SERVICES INCLUDE ECHOCARDIOGRAPHY, CARDIAC STRESS TESTS, AND CARDIAC REHAB ALTRU HAS BEEN RECOGNIZED THREE TIMES AS A "100 TOP HOSPITALS" FOR CARDIOVASCULAR CARE OUR CARDIOLOGY TEAM ALSO PROVIDES OUTREACH CLINIC SERVICES TO COMMUNITIES THROUGHOUT OUR SERVICE AREA IN 2015, THERE WERE 1,169 HOSPITAL DISCHARGES 4c (Code ) (Expenses $ 11,872,371 including grants of $ ) (Revenue $ 17,470,919 GENERAL SURGERY - ALTRU'S TEAM OF GENERAL SURGEONS PERFORM INPATIENT AND OUTPATIENT SURGERY AND SEE PATIENTS AT ALTRU HOSPITAL, ALTRU MAIN CLINIC, AND SOME OF ALTRU'S REGIONAL CLINICS IN 2015, THERE WERE 764 GENERAL SURGERY HOSPITAL DISCHARGES See Additional Data 4d Other program services (Describe in Schedule 0 (Expenses $ 416,660,541 including grants of $ 301,740 ) (Revenue $ 457,919,380 4e Total program service expenses 00, 452,024,546 Form 990 (2015) Form 990 (2015) Page 3 Checklist of Re q uired Schedules Yes No 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule A . 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? IJ . 2 Yes 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to No candidates for public office? If "Yes," complete Schedule C, Part I 3 4 Section 501(c )( 3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . 4 N o 5 Is the organization a section 501 (c)(4), 501(c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? N o If "Yes," complete Schedule C, Part III . 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? N o If "Yes," complete Schedule D, Part I Ij . 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, No the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II ij 7 F 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? N o If "Yes," complete Schedule D, Part III .J . 8 9 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt No negotiation services?If "Yes," complete Schedule D, Part IV . g 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 No permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V tj . 11 Ifthe organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? Yes If "Yes, " complete Schedule D, Part VI tj .