ALLINA HEALTH FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALLINA HEALTH FOUNDATION (EIN 27-4116873)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349302113
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T09:44:37-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274116873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLINA ASSOCIATED FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 6122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43 MR 10890 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554400043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD E MAGNUSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6122620660 | PhoneNum |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6123764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 16:22:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 215EDC34B90BB792BE41535AC625FFE995AEE0DF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 18794D93E6043908D9C9A4CBEB9D5665E7590A55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN BARITEAU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 43 MR 10890 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554400043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,752,678 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE STATEMENT | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE, STEWARD AND DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF BUFFALO HOSPITAL, CAMBRIDGE MEDICAL CENTER, NEW ULM MEDICAL CENTER, OWATONNA HOSPITAL, RIVER FALLS AREA HOSPITAL, ALLINA HEALTH HOME CARE SERVICES AND PENNY GEORGE INSTITUTE OF HEALTH & HEALING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 151 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,983,430 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,000,686 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,514 | PYInvestmentIncomeAmt |
| CY Investment Income | $89,310 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,170 | PYOtherRevenueAmt |
| CY Other Revenue | $116,912 | CYOtherRevenueAmt |
| PY Total Revenue | $4,115,114 | PYTotalRevenueAmt |
| CY Total Revenue | $4,206,908 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,155,391 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,425,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $25,514 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $23,987 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,077,089 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,529,317 | PYOtherExpensesAmt |
| CY Other Expenses | $1,626,390 | CYOtherExpensesAmt |
| PY Total Expenses | $3,710,222 | PYTotalExpensesAmt |
| CY Total Expenses | $4,075,927 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $404,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $130,981 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,331,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,452,937 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,920 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,253,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,381,017 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ALLINA ASSOCIATED FOUNDATION IS TO RAISE, STEWARD AND DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF BUFFALO HOSPITAL, CAMBRIDGE MEDICAL CENTER, NEW ULM MEDICAL CENTER, OWATONNA HOSPITAL, RIVER FALLS AREA HOSPITAL, ALLINA HEALTH HOME CARE SERVICES AND PENNY GEORGE INSTITUTE FOR HEALTH & HEALING. THE FOUNDATION IS A SEPARATE NOT-FOR-PROFIT ENTITY DEDICATED TO SUPPORTING THE HOSPITALS, ALLINA HEALTH HOME CARE SERVICES PROGRAM AND PENNY GEORGE INSTITUTE FOR HEALTH & HEALING AND IS GOVERNED BY A SEPARATE BOARD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,699,018 | ExpenseAmt |
| Grant | $1,699,018 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOSPITAL AND MEDICAL CENTER GENERAL OPERATIONS:OPERATIONAL GRANTS ARE USED TO SUPPORT A MULTITUDE OF PROGRAMS INCLUDING RESEARCH, BIRTH, HEART, LITERACY AND INTEGRATIVE THERAPY PROGRAMS. THESE PROGRAMS WERE ESTABLISHED TO SUPPORT THE PATIENTS AND COMMUNITIES OF BUFFALO HOSPITAL, CAMBRIDGE MEDICAL CENTER, NEW ULM MEDICAL CENTER, OWATONNA HOSPITAL, RIVER FALLS AREA HOSPITAL, ALLINA HEALTH HOME CARE SERVICES AND PENNY GEORGE INSTITUTE FOR HEALTH & HEALING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $562,380 | ExpenseAmt |
| Grant | $562,380 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOLLOWING ARE SOME EXAMPLES OF EXTERNAL PROGRAMS SUPPORTED IN 2017: NEW ULM MEDICAL CENTER COURAGE KENNY REHABILITATION INSTITUTE REMODEL: $220,850THIS GRANT WAS USED TO EXPAND AND RENOVATE NEW ULM MEDICAL CENTER'S COURAGE KENNY REHABILITATION INSTITUTE. INCLUDED IN AN INCREASE IN OVERALL SPACE, NEW ROOM WITH SEPARATE SPACES FOR ADULT AND CHILD REHAB, A COURAGE KENNY KIDS PROGRAM, GYM EXPANSION, PRIVATE TREATMENTS AREAS AND ADDITIONAL OFFICE SPACE.NEW ULM MEDICAL CENTER LARYNGOSCOPE: $29,578THIS GRANT WAS USED TO PURCHASE A GLIDESCOPE SYSTEM FOR NEW ULM MEDICAL CENTER. IT WILL ALLOW FOR VIDEO-SCOPIC VISUALIZATION OF AIRWAYS TO ASSIST IN INTUBATION OF PATIENTS. CAPABLE TO BE USED IN PATIENTS DOWN TO THREE POUNDS, THIS SYSTEM WILL EXPAND GLIDESCOPE USE TO NEONATE EMERGENT SITUATIONS, LESSENING THE RISK OF BRAIN DAMAGE AND DEATH IN THESE PATIENTS. BUFFALO MEDICAL CENTER PENNY GEORGE INSTITUTE FOR HEALTH & HEALING (IHH): $106,484THIS GRANT WAS USED TO OPEN A PENNY GEORGE INSTITUTE FOR HEALTH & HEALING AT THE BUFFALO CAMPUS, BRINGING INTEGRATIVE MEDICINE OPTIONS AND OPPORTUNITIES TO THE COMMUNITY. THE PENNY GEORGE IHH SITE OFFERS ACUPUNCTURE, NUTRITION COUNSELING AND INTEGRATIVE MEDICINE CONSULTS.BUFFALO MEDICAL CENTER BREAST CARE: $194,997THIS GRANT FACILITATED THE PURCHASE AND INSTALL OF A 3D MAMMOGRAPHY UNIT IN NOVEMBER OF 2017. BRINGING 3D MAMMOGRAPHY TO THE BUFFALO HOSPITAL CAMPUS ADDS POTENTIAL FOR STEREOTACTIC BIOPSY PROCEDURES IN THE FUTURE.$10,471 IN ADDITIONAL CAPITAL GRANTS WERE PROVIDED TO SUPPORT VARIOUS INDIVIDUAL PROJECTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,969 | ExpenseAmt |
| Grant | $65,969 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOLLOWING ARE SOME EXAMPLES OF EXTERNAL PROGRAMS SUPPORTED IN 2017:$13,469 WAS PROVIDED TO THE FREE CLINIC OF PIERCE AND ST. CROIX COUNTIES. GRANTS WERE GIVEN TO SUPPORT GENERAL CLINIC OPERATIONS. SINCE 2007, THE CLINIC HAS BEEN PROVIDING FREE PRIMARY HEALTH CARE TO LOW-INCOME, UNINSURED RESIDENTS OF PIERCE AND ST. CROIX COUNTIES IN WESTERN WISCONSIN.$50,000 WAS PROVIDED TO MINNEAPOLIS HEART INSTITUTE FOUNDATION TO SUPPORT THE HEART OF NEW ULM PROGRAM. FUNDS WILL BE USED LOCALLY AND WILL WORK ON STRATEGIES SUCH AS HIGH RISK POPULATIONS, HEALTH CARE, WORKSITE TRAININGS, FOOD ENVIRONMENT, POLICY/SYSTEMS, COMMUNICATIONS AND COMMUNITY CAPACITY TRAINING.$2,500 WAS PROVIDED TO VOLUNTEERS OF AMERICA TO FUND THE PURCHASE OF A NEW BUS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,183 | ExpenseAmt |
| Grant | $98,183 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOUSING/LIVING, MEDICAL, AND EDUCATIONAL ASSISTANCE TO CO-WORKERS AND PATIENTS - $98,183. THE FOLLOWING ARE SOME EXAMPLES OF HOSPITAL AND MEDICAL CENTER PROGRAMS SUPPORTING INDIVIDUAL PATIENTS AND EMPLOYEES:BUFFALO HOSPITAL'S HOPE FUND AND CANCER CARE FUND OFFER EMERGENCY FINANCIAL ASSISTANCE TO HELP WITH EXPENSES DURING BREAST CANCER CARE AND TREATMENT. $46,617 IN ASSISTANCE WAS PROVIDED IN 2017.BUFFALO HOSPITAL'S CARING FOR COWORKERS PROVIDES CONFIDENTIAL EMERGENCY ASSISTANCE TO HOSPITAL EMPLOYEES WHO SUFFER SUDDEN ECONOMIC HARDSHIP AND ARE STRUGGLING TO PAY MEDICAL BILLS, RENT AND OTHER EVERYDAY EXPENSES. $6,222 IN ASSISTANCE WAS PROVIDED IN 2017.BUFFALO AND NEW ULM PROVIDED $13,000 AND $13,000 RESPECTIVELY IN EDUCATIONAL SCHOLARSHIPS IN 2017.OWATONNA PROVIDED $2,478 TO SUPPORT THE EMPLOYEE EMERGENCY FUND.RIVER FALLS PROVIDED $16,866 TO SUPPORT CANCER PATIENT ASSISTANCE AND EDUCATIONAL SCHOLARSHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $98,183 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $98,183 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,425,550 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | 0 | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX SERVICES MR 10890 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 CHICAGO AVENUE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071321 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID ALBRECHT | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $274,539 | $67,300 | ||
| COURTNEY BAECHLER MD | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $542,432 | $99,514 | ||
| DENISE BLIZIL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA CRIST | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $191,017 | $51,162 | ||
| ANGELA FAHMY | ||||||||
| DIRECTOR/TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOBY FREIER | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $359,839 | $86,567 | ||
| DAVID MILLER | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $307,681 | $64,987 | ||
| JENNIFER MYSTER | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $366,003 | $66,720 | ||
| GAYLE OBER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY SHAW | ||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $456,988 | $62,719 | ||
| PAUL SMITH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID STURGES | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC WILTROUT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN BARITEAU | ||||||||
| DIRECTOR/PRESIDENT | 2.00 | 40.00 | Yes (X) | $0 | $308,753 | $66,037 | Yes (X) | |
| KATHLEEN BACKER | ||||||||
| DIRECTOR/SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA HACKMAN | ||||||||
| DIRECTOR/TREASURER | 2.00 | 40.00 | Yes (X) | $0 | $38,592 | $28,669 | ||
| JENNIFER O'NEILL | ||||||||
| DIRECTOR/CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MAGNUSON | ||||||||
| CFO | 2.00 | 40.00 | $0 | $651,816 | $170,586 | Yes (X) | ||
| JAN MALCOLM | ||||||||
| FORMER DIRECTOR/FORMER PRESIDENT | 0.00 | 2.00 | $0 | $377,369 | $3,258 | Yes (X) | ||
| DUNCAN GALLAGHER | ||||||||
| FORMER CFO | 2.00 | 40.00 | $0 | $584,817 | $25,162 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,459,846 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $792,681 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $17,293 | FederatedCampaignsAmt |
| Fundraising | $428,057 | FundraisingAmt |
| Related Organizations | $1,316,533 | RelatedOrganizationsAmt |
| All Other Contributions | $2,238,803 | AllOtherContributionsAmt |
| Noncash Contributions | $27,224 | NoncashContributionsAmt |
| Total Contributions | $4,000,686 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,026 | TotalRevenueColumnAmt |
| Exclusion | $134,026 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,338,066 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,382,782 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$44,716 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,716 | TotalRevenueColumnAmt |
| Exclusion | -$44,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $242,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $428,057 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $162,888 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,412 | TotalRevenueColumnAmt |
| Exclusion | $79,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $37,600 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $100 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,500 | TotalRevenueColumnAmt |
| Exclusion | $37,500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,206,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $206,222 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327,366 | TotalAmt |
| Program Services | $2,327,366 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,184 | TotalAmt |
| Program Services | $98,184 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,445 | TotalAmt |
| Management And General | $9,445 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,987 | TotalAmt |
| Fundraising | $23,987 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,083 | TotalAmt |
| Management And General | $21,788 | ManagementAndGeneralAmt |
| Fundraising | $45,295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922 | TotalAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
| Fundraising | $682 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,338 | TotalAmt |
| Management And General | $36,488 | ManagementAndGeneralAmt |
| Fundraising | $103,850 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,573 | TotalAmt |
| Management And General | $1,969 | ManagementAndGeneralAmt |
| Fundraising | $5,604 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,704 | TotalAmt |
| Management And General | $10,843 | ManagementAndGeneralAmt |
| Fundraising | $30,861 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272 | TotalAmt |
| Management And General | $591 | ManagementAndGeneralAmt |
| Fundraising | $1,681 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| STAFF SERVICES | $909,708 | $236,524 | $673,184 |
| PURCH SVCS-AFFILIATES | $201,071 | $201,071 | $0 |
| ORIGINAL FUNDRAISING CO | $133,058 | $133,058 | |
| BAD DEBT EXPENSES | $50,000 | $50,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,216 | TotalAmt |
| Management And General | $4,329 | ManagementAndGeneralAmt |
| Fundraising | $58,887 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,075,927 | TotalAmt |
| Program Services | $2,425,550 | ProgramServicesAmt |
| Management And General | $573,288 | ManagementAndGeneralAmt |
| Fundraising | $1,077,089 | FundraisingAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,862 | BOYAmt |
| EOY | $185,744 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,489,329 | BOYAmt |
| EOY | $6,803,137 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,746 | BOYAmt |
| EOY | $464,056 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,331,937 | BOYAmt |
| EOY | $7,452,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,422 | BOYAmt |
| EOY | $71,920 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,422 | BOYAmt |
| EOY | $71,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,992,908 | BOYAmt |
| EOY | $4,485,433 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,260,607 | BOYAmt |
| EOY | $2,895,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,253,515 | BOYAmt |
| EOY | $7,381,017 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,331,937 | BOYAmt |
| EOY | $7,452,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $130,981 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,447 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11,926 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLINA HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363261413 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $2,261,398 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,261,398 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 6: | FROM TIME TO TIME ALLINA ASSOCIATED FOUNDATION SUPPORTS OTHER NON-PROFIT 501(C)(3) ORGANIZATIONS OR NON-PROFIT GOVERNMENTAL ORGANIZATION THAT SUPPORT AND OR CARRY OUT THE MISSION, VISION AND VALUES OF ALLINA HEALTH SYSTEM AND THEIR COMMITMENT TO PATIENTS AND THE COMMUNITIES SERVED. ALLINA HEALTH SYSTEM IS THE SUPPORTED ORGANIZATION OF ALLINA ASSOCIATED FOUNDATION. PLEASE SEE SCHEDULE I, PART II, GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS, FOR ORGANIZATIONS SUPPORTED BY ABBOTT NORTHWESTER HOSPITAL FOUNDATION THAT ARE ORGANIZED TO CARRY OUT OR SUPPORT THE PURPOSES, VALUES AND VISION OF ALLINA HEALTH SYSTEM. |
| PART IV, SECTION B, LINE 2: | FROM TIME TO TIME ALLINA ASSOCIATED FOUNDATION SUPPORTS OR PROVIDES BENEFIT TO OTHER NON-PROFIT 501(C)(3) ORGANIZATIONS OR NON-PROFIT GOVERNMENTAL ORGANIZATIONS THAT SUPPORT AND OR CARRY OUT THE MISSION, VISION AND VALUES OF ALLINA HEALTH SYSTEM, THE SUPPORTED ORGANIZATION, AND THEIR COMMITMENT TO PATIENTS AND THE COMMUNITIES SERVED. PLEASE SEE SCHEDULE I, PART II, GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENT, FOR ORGANIZATIONS BENEFITED BY ALLINA ASSOCIATED FOUNDATION THAT ARE OPERATED TO CARRY OR SUPPORT THE PURPOSES, VALUES AND VISION OF ALLINA HEALTH SYSTEM AND SUPPORT ALLINA'S CARE CONTINUUM OF SERVICES, INCLUDING MEDICAL REHABILITATION, COMMUNITY BASED HEALTH AND WELLNESS SERVICES, ADVOCACY, RESEARCH AND INNOVATION AND ACT IN THE BEST INTEREST OF THE PATIENTS AND COMMUNITIES ALLINA HEALTH SYSTEM IS COMMITTED TO SERVE. |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH EQUIVALENTS | $38,283 | F |
| FIXED INCOME SECURITIES | $6,500,059 | F |
| EQUITY SECURITIES | $30,501 | F |
| FUNDS OF HEDGE FUNDS | $33,672 | F |
| MONEY MARKET | $78,724 | F |
| COMMODITIES AND OTHER | $98,395 | F |
| REAL RETURN MUTUAL FUNDS | $23,503 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,803,137 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUST | $116,918 |
| DUE FROM ALLINA HEALTH SYSTEM | $347,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $464,056 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REMAINDER TRUSTS BENEFICIARIES PAYABLE | Desc |
| Amt | $71,920 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $71,920 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,203,429 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,447 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$11,926 | OtherRevenueAmt |
| Revenue Not Reported | -$3,479 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,206,908 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,206,908 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,075,927 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,075,927 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,075,927 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ALLINA ASSOCIATED FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THEREFORE, CHARITABLE CONTRIBUTIONS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX FILING THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS GUIDANCE HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -11,926. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $20,838 | GrossReceiptsAmt |
| Retained By Contractor | $23,987 | RetainedByContractorAmt |
| Net To Organization | -$2,249 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $20,838 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $23,987 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$2,249 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DRAGONFLY GALA | Event1Nm |
| Gross Receipts Event1 | $222,224 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $170,738 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,486 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $858 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $195 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,925 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $375 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,981 | OtherDirectExpensesEvent1Amt |
| Event2 | SPRING TONIC BUFFALO GALA | Event2Nm |
| Gross Receipts Event2 | $128,280 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $69,984 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $58,296 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $2,991 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,198 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,825 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,100 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $19,397 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $319,853 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $187,335 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $132,518 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $6,269 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,620 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $26,421 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,850 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $35,883 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $670,357 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $428,057 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $242,300 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $858 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $9,260 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,013 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64,171 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,325 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,261 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $162,888 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $79,412 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $37,600 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $100 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $37,600 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $100 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $100 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $37,500 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM DBA BUFFALO HOSPITAL | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $558,396 | SUPPORT GENERAL OPERATIONS BUFFALO HOSPITAL AND AED PROGRAM |
| ALLINA HEALTH SYSTEM DBA CAMBRIDGE MEDICAL CENTER | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $85,208 | SUPPORT GENERAL OPERATIONS CAMBRIDGE MEDICAL CENTER |
| ALLINA HEALTH SYSTEM DBA NEW ULM MEDICAL CENTER | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $351,982 | SUPPORT GENERAL OPERATIONS NEW ULM MEDICAL CENTER, COURAGE KENNY INSTITUTE RENOVATION AND LARYNGOSCOPY EQUIPMENT. |
| ALLINA HEALTH SYSTEM DBA OWATONNA HOSPITAL | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $56,669 | SUPPORT GENERAL OPERATIONS OWATONNA HOSPITAL |
| ALLINA HEALTH SYSTEM DBA RIVER FALLS AREA HOSPITAL | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $94,692 | SUPPORT GENERAL OPERATIONS RIVER FALLS AREA HOSPITAL AND PURCHASE OF LOCAL ART |
| ALLINA HEALTH SYSTEM DBA ALLINA HOME CARE HOPSICE AND PALLIATIVE CARE | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $757,127 | INTEGRATIVE THERAPIES, OPERATIONS AND REIMBURSEMENT OF PATIENT BILLS |
| ALLINA HEALTH SYSTEM DBA PENNY GEORGE INSTITUTE HEALTH & HEALING | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $357,324 | SUPPORT OF PGIHH OPERATIONS |
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||
| 920 EAST 28TH STREET SUITE 100 | MINNEAPOLIS | MN | 55407 | 411426406 | 501(C)(3) | $50,000 | SUPPORT HEART OF NEW ULM |
| FREE CLINIC OF PIERCE AND ST CROIX COUNTIES INC | |||||||
| PO BOX 745 | RIVER FALLS | WI | 54022 | 205892220 | 501(C)(3) | $13,469 | SUPPORT GENERAL CLINIC OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HOUSING AND LIVING ASSISTANCE | 169 | $61,684 |
| RESEARCH AND EDUCATION | 28 | $36,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALLINA ASSOCIATED FOUNDATION STRICTLY MONITORS GRANT FUNDS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER AND INTENDED PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. THE ORGANIZATION HAS A PROCESS THAT INCLUDES A WRITTEN APPLICATION REQUIRING SUPPORTING DOCUMENTATION AND SUBSTANTIATION PRIOR TO A GRANT BEING APPROVED AND DISBURSED. IN ADDITION AND DEPENDING ON THE FACTS AND CIRCUMSTANCE OF THE GRANT, THE ORGANIZATION EMPLOYS VARIOUS METHODS TO ENSURE PROPER AND INTENDED USE SUCH AS: PERIODIC REPORTING TO THE ORGANIZATION, FIELD INVESTIGATIONS, CONTRACTS WITH REPAYMENT CLAUSES, REQUIRING ADDITIONAL SUBSTANTIATION AND DOCUMENTATION NOT AVAILABLE AT THE TIME OF THE GRANT, PAYING THIRD PARTIES DIRECTLY ON BEHALF OF THE GRANTEE ORGANIZATION, AND OTHER METHODS AS APPROPRIATE AND WARRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ALBRECHT | ||||||||||||||
| DIRECTOR | $0 | $204,959 | $0 | $46,637 | $0 | $22,943 | $0 | $42,691 | $0 | $24,609 | $0 | $341,839 | $0 | $333 |
| COURTNEY BAECHLER MD | ||||||||||||||
| DIRECTOR | $0 | $385,482 | $0 | $73,310 | $0 | $83,640 | $0 | $72,255 | $0 | $27,259 | $0 | $641,946 | $0 | $51,594 |
| JULIA CRIST | ||||||||||||||
| DIRECTOR | $0 | $147,953 | $0 | $24,115 | $0 | $18,949 | $0 | $24,559 | $0 | $26,603 | $0 | $242,179 | $0 | $0 |
| TOBY FREIER | ||||||||||||||
| DIRECTOR | $0 | $270,954 | $0 | $60,357 | $0 | $28,528 | $0 | $54,796 | $0 | $31,771 | $0 | $446,406 | $0 | $4,884 |
| DAVID MILLER | ||||||||||||||
| DIRECTOR | $0 | $231,103 | $0 | $51,187 | $0 | $25,391 | $0 | $52,510 | $0 | $12,477 | $0 | $372,668 | $0 | $2,599 |
| JENNIFER MYSTER | ||||||||||||||
| DIRECTOR | $0 | $268,000 | $0 | $55,767 | $0 | $42,236 | $0 | $49,056 | $0 | $17,664 | $0 | $432,723 | $0 | $32,351 |
| GARY SHAW | ||||||||||||||
| DIRECTOR | $0 | $314,468 | $0 | $67,962 | $0 | $74,558 | $0 | $56,770 | $0 | $5,949 | $0 | $519,707 | $0 | $41,859 |
| STEPHEN BARITEAU | ||||||||||||||
| DIRECTOR/PRESIDENT | $0 | $237,418 | $0 | $45,595 | $0 | $25,740 | $0 | $40,797 | $0 | $25,240 | $0 | $374,790 | $0 | $21,344 |
| RICHARD MAGNUSON | ||||||||||||||
| CFO | $0 | $535,410 | $0 | $86,194 | $0 | $30,212 | $0 | $154,327 | $0 | $16,259 | $0 | $822,402 | $0 | $0 |
| JAN MALCOLM | ||||||||||||||
| FORMER DIRECTOR/FORMER PRESIDENT | $0 | $10,165 | $0 | $54,312 | $0 | $312,892 | $0 | $3,257 | $0 | $1 | $0 | $380,627 | $0 | $95,242 |
| DUNCAN GALLAGHER | ||||||||||||||
| FORMER CFO | $0 | $42,110 | $0 | $369,335 | $0 | $173,372 | $0 | $22,712 | $0 | $2,450 | $0 | $609,979 | $0 | $326,501 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | LINE 4(A): JAN MALCOLM - $210,322 LINE 4(B): COURTNEY BAECHLER, MD - $46,135; STEPHEN BARITEAU - $22,300; JAN MALCOLM - $102,570; JENNIFER MYSTER - $30,889; GARY SHAW - $37,451; DUNCAN GALLAHER - $105,382 |
| PART I, LINE 6 | DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: MANAGEMENT INCENTIVE PLAN (MIP) ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY TO MOST MANAGERS, SOME HIGH-LEVEL INDIVIDUAL CONTRIBUTORS AND EXECUTIVES. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION OF THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA'S PERFORMANCE OVER THE CALENDAR YEAR. PERFORMANCE MEASURES INCLUDE FINANCIAL PERFORMANCE, HOSPITAL AND CLINIC CARE MEASURES AND HOSPITAL AND CLINIC PATIENT EXPERIENCE MEASURES. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. LONG-TERM INCENTIVE PLAN (LTIP) ALLINA HAS A LONG-TERM INCENTIVE PLAN THAT PROVIDES A CASH AWARD OPPORTUNITY TO A SMALL NUMBER OF TOP EXECUTIVES APPROVED FOR PARTICIPATION BY THE COMPENSATION COMMITTEE OF THE BOARD. THE AWARD OPPORTUNITY IS BASED ON ALLINA PERFORMANCE DURING OVERLAPPING THREE-YEAR CYCLES. PERFORMANCE MEASURES AND TARGETS ARE DEFINED BY THE COMMITTEE FOR EACH THREE-YEAR PERIOD AND CAN VARY FROM ONE PERIOD TO ANOTHER DEPENDING ON THE COMMITTEE'S JUDGMENT OF THE MOST IMPORTANT MEASURES OF SUCCESS. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF TARGET AWARD, BASED ON ALLINA'S PERFORMANCE OVER THE PERFORMANCE PERIOD. |
| PART I, LINE 8 | CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ALLINA HEALTH SYSTEM ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS. |
| SCHEDULE J, LINE 4(A) & (B) | ADDITIONAL COMPENSATION DISCLOSURE: DEFERRED COMPENSATION PLANS: TERMS AND CONDITIONS EXECUTIVE MUTUAL FUND ACCOUNT PLAN PHYSICIAN MUTUAL FUND ACCOUNT PLAN THESE ACCOUNTS GIVE THE PARTICIPANT THE OPPORTUNITY FOR CAPITAL ACCUMULATION NOT FULLY AVAILABLE TO THEM THROUGH SOCIAL SECURITY OR THE GENERAL EMPLOYEE RETIREMENT PLANS BECAUSE OF MAXIMUMS PLACED ON COMPENSATION THAT CAN BE RECOGNIZED UNDER FEDERAL LAW FOR PURPOSES OF CONTRIBUTIONS. THEY ALSO SERVE AS AN IMPORTANT NON-COMPETE INCENTIVE TO PARTICIPANTS. PRIOR TO THE YEAR IN WHICH CONTRIBUTIONS ARE MADE, THE PARTICIPANT MUST DESIGNATE A VESTING/PAYOUT DATE CONSISTENT WITH THE CONSTRAINTS OF THE PLANS AND FEDERAL DEFERRED COMPENSATION REGULATIONS. AFTER THE CONTRIBUTIONS ARE MADE, THE PARTICIPANT HAS A ONE-TIME LIMITED OPPORTUNITY TO EXTEND THE ELECTED PAYMENT DATE FOR AT LEAST FIVE YEARS. ONCE THE VESTING/PAYOUT DATE HAS BEEN REACHED, ALLINA WILL WITHHOLD THE APPROPRIATE TAXES AND THE BALANCE WILL BE PAID TO THE PARTICIPANT ON THEIR PAYCHECK AS SOON AS ADMINISTRATIVELY FEASIBLE. IF THE PARTICIPANT TERMINATES EMPLOYMENT VOLUNTARILY BEFORE AN AMOUNT IS PAID, PAYMENT WILL BE SUBJECT TO THE PARTICIPANT'S COMPLIANCE WITH A NON-COMPETE AGREEMENT WITH ALLINA FOR TWO YEARS AFTER TERMINATION. THE PARTICIPANT MAY ELECT FROM AMONG INVESTMENT ALTERNATIVES THAT ARE SIMILAR TO THOSE AVAILABLE IN THE RETIREMENT SAVINGS PLAN. UNLIKE THE RETIREMENT SAVINGS PLAN, THE PARTICIPANT HAS THE STATUS OF AN UNSECURED CREDITOR OF ALLINA AND WILL NOT HAVE A PREFERRED CLAIM TO PAYMENT IN THE CASE OF THE COMPANY'S INABILITY TO PAY. HOWEVER, THE COMPANY DOES SET ASIDE ASSETS FOR ITS OBLIGATIONS BY ACTUALLY INVESTING THE PROMISED ASSETS CONSISTENT WITH PARTICIPANT ELECTIONS. ALLINA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THIS PLAN WAS AMENDED EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. ELIGIBLE ALLINA EXECUTIVES PARTICIPATED IN A DEFINED CONTRIBUTION SERP. EMPLOYER CREDITS WERE MADE EACH YEAR TO THEIR SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE: EXEC YRS OF SERVICE CONTRIBUTION % OF PENSIONABLE EARNINGS 0-5 2.75% 6-10 3.50% 11+ 4.75% EXECUTIVES WERE ALSO CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE PENSION ACCOUNT PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE PENSION ACCOUNT PLAN CREDITING RATE AS DECLARED BY ALLINA. THE CURRENT RATE IS 4%. THE PARTICIPANT VESTS AFTER THREE YEARS OF EXECUTIVE SERVICE PROVIDED THAT IF THE PARTICIPANT TERMINATES EMPLOYMENT WITH ALLINA PRIOR TO AGE 65 FOR ANY REASON OTHER THAN ELIMINATION OF POSITION, THE PARTICIPANT MUST FULFILL THE TERMS OF A COVENANT NOT TO COMPETE. BENEFITS ARE PAID AS A SINGLE LUMP-SUM AMOUNT UPON AGE 65, RETIREMENT, OR JOB ELIMINATION. IN THE CASE OF OTHER VOLUNTARY TERMINATIONS, PAYMENT IS DELAYED UNTIL COMPLETION OF THE TWO-YEAR NON-COMPETE PERIOD. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION RETIREMENT PLAN. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR ACCOUNT BALANCE ACCORDING TO THE FOLLOWING SCHEDULE AS OF THE END OF THE PLAN YEAR: PARTICIPANT'S YEARS OF VESTING SERVICE APPLICABLE PERCENTAGE LESS THAN 1 0% 1-5 5.0% 6-10 5.5% 11-15 6.0% 16 OR MORE 6.5% DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE INVESTMENT OPTIONS SELECTED BY THE PARTICIPANT WHICH ARE THE SAME OPTIONS AVAILABLE UNDER THE QUALIFIED PLAN. A PARTICIPANT WHO HAS COMPLETED AT LEAST TWO YEARS OF SERVICE BECOMES VESTED IN THE PORTION OF HIS OR HER ACCOUNT ATTRIBUTABLE TO THE ANNUAL CREDIT FOR A PARTICULAR YEAR AS OF JANUARY 15 OF THE YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE ANNUAL CREDIT IS EARNED. IN THE EVENT OF TERMINATION (OTHER THAN BECAUSE OF DEATH) PRIOR TO AGE 67, THE DISTRIBUTION DATE SHALL BE AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER TERMINATION IN THE FORM OF A LUMP SUM PAYMENT. THE PLAN IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009 THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. |
| SCHEDULE J, PART I, LINE 4 | ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION OF ALLINA ASSOCIATED FOUNDATION. ALLINA ASSOCIATED FOUNDATION IS THE SUPPORTING ORGANIZATION AND ALLINA HEALTH SYSTEM IS THE SUPPORTED ORGANIZATION. SEE SCHEDULE A AND SCHEDULE R FOR FURTHER DETAILS. ALLINA HEALTH SYSTEM PROVIDES ALLINA ASSOCIATED FOUNDATION WITH ADMINISTRATIVE AND STAFF SERVICES AT NO COST. THE VALUE OF THE SERVICES PROVIDED BY ALLINA HEALTH SYSTEM TO ALLINA ASSOCIATED FOUNDATION DURING 2017 WERE ESTIMATED AT $1,271,109 AND HAVE BEEN RECORDED AS CONTRIBUTION REVENUE FROM A RELATED ORGANIZATION IN THE STATEMENT OF REVENUE AND AS ADMINISTRATIVE AND FUNDRAISING EXPENSES IN THE STATEMENT OF FUNCTIONAL EXPENSES. ALLINA ASSOCIATED FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,086 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | HOUSEHOLD GOODS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,138 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN (B) INCLUDES THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | ALLINA ASSOCIATED FOUNDATION MAY, FROM TIME TO TIME AND IN THE ORDINARY COURSE OF ITS CHARITABLE ACTIVITIES, ACCEPT NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. ALLINA ASSOCIATED FOUNDATION USES THIRD PARTIES, SUCH AS SECURITIES BROKERAGE FIRMS, TO LIQUIDATE THE PUBLICLY TRADED SECURITIES TO CASH ON THE OPEN SECURITIES MARKET. THE SALE OF PUBLICLY TRADED SECURITIES ARE GENERALLY SUBJECT TO MARKET RATE BROKERAGE COMMISSIONS AND FEES OF THE THIRD PARTY SECURITIES BROKER. ALLINA ASSOCIATED FOUNDATION CASH AND INVESTMENTS ARE POOLED WITH ITS SOLE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, ITEM J | ALLINA ASSOCIATED FOUNDATION ITSELF DOES NOT HAVE A WEBSITE. EACH OF THE ORGANIZATIONS SUPPORTED BY ALLINA ASSOCIATED FOUNDATION HAVE A PHILANTHROPIC WEBSITE. THE FOLLOWING ARE THE WEBSITES: BUFFALO HOSPITAL-HTTPS://WWW.ALLINAHEALTH.ORG/BUFFALO-HOSPITAL/FOUNDATION/ CAMBRIDGE MEDICAL CENTER-HTTPS://WWW.ALLINAHEALTH.ORG/CAMBRIDGE-MEDICAL-CENTER/FOUNDATION NEW ULM MEDICAL CENTER-HTTPS://WWW.ALLINAHEALTH.ORG/NEW-ULM-MEDICAL-CENTER/FOUNDATION/ OWATONNA HOSPITAL-HTTPS://WWW.ALLINAHEALTH.ORG/OWATONNA-HOSPITAL/FOUNDATION/ RIVER FALLS AREA HOSPITAL-HTTPS://WWW.ALLINAHEALTH.ORG/RIVER-FALLS-AREA-HOSPITAL/FOUNDAT ION/ ALLINA HEALTH HOME CARE-HTTPS://WWW.ALLINAHEALTH.ORG/MEDICAL-SERVICES/CHRONIC-AND-ADVANCED -ILLNESS/HOSPICE/ALLINA-HEALTH-HOSPICE-FOUNDATION/ PENNY GEORGE INSTITUTE OF HEALTH & HEALING-HTTPS://WWW.ALLINAHEALTH.ORG/PENNY-GEORGE-INSTITUTE-FOR-HEALTH -AND-HEALING/PENNY-GEORGE-INSTITUTE-FOUNDATION/ |
| FORM 990, PART V, LINE 1C: | IN APRIL 2017, ALLINA ASSOCIATED FOUNDATION (DBA BUFFALO HOSPITAL FOUNDATION) HELD A FUNDRAISING EVENT THAT INCLUDED A RAFFLE. THE RAFFLE PRIZE EXCEEDED THE THRESHOLD FOR FORM W-2G REPORTING AND GAMBLING WITHHOLDING. THE PRIZE WAS INADVERTENTLY RELEASED TO THE RAFFLE WINNER PRIOR TO RECEIVING THE REQUIRED GAMBLING WITHHOLDING. ALLINA ASSOCIATED FOUNDATION MADE SEVERAL ATTEMPTS TO COLLECT THE NECESSARY WITHHOLDING FROM THE RAFFLE WINNER. ALL EFFORTS WERE UNSUCCESSFUL. ALLINA ASSOCIATED FOUNDATION ISSUED AND FILED FORM W-2G WITHOUT COLLECTING THE REQUIRED GAMBLING WITHHOLDING. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION OF ALLINA ASSOCIATED FOUNDATION. ALLINA ASSOCIATED FOUNDATION IS THE SUPPORTING ORGANIZATION AND ALLINA HEALTH SYSTEM IS THE SUPPORTED ORGANIZATION. SEE SCHEDULE A AND SCHEDULE R FOR FURTHER DETAILS. ALLINA HEALTH SYSTEM PROVIDES ALLINA ASSOCIATED FOUNDATION WITH ADMINISTRATIVE AND STAFF SERVICES AT NO COST. THE VALUE OF THE SERVICES PROVIDED BY ALLINA HEALTH SYSTEM TO ALLINA ASSOCIATED FOUNDATION DURING 2017 WERE ESTIMATED AT $1,271,109 AND HAVE BEEN RECORDED AS CONTRIBUTION REVENUE FROM A RELATED ORGANIZATION IN THE STATEMENT OF REVENUE AND AS ADMINISTRATIVE AND FUNDRAISING EXPENSES IN THE STATEMENT OF FUNCTIONAL EXPENSES. ALLINA ASSOCIATED FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | AS THE SOLE CORPORATE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM HOLDS CERTAIN RESERVED POWERS OVER ALLINA ASSOCIATED FOUNDATION. THE RESERVED POWERS ARE FULLY DESCRIBED IN ALLINA ASSOCIATED FOUNDATION'S GOVERNING DOCUMENTS AND INCLUDE SUCH POWERS AS ELECTION AND APPROVAL OF DIRECTORS, FINAL APPROVAL OF AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS, APPROVAL OF STRATEGIC PLANS AND CAPITAL AND OPERATING BUDGETS, APPROVAL OF PLANS OF MERGER OR CONSOLIDATION, APPROVAL OF INCURRENCE OF DEBT OR EXPENDITURES IN EXCESS OF CERTAIN AMOUNTS, AND VARIOUS OTHER RESERVED POWERS AS DESCRIBED THEREIN. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE THE EXPLANATION IN SCHEDULE O FOR FORM 990, PART VI, SECTION A, LINE 7A |
| FORM 990, PART VI, SECTION B, LINE 11B | ALLINA ASSOCIATED FOUNDATION'S FORM 990 WAS PREPARED EXTERNALLY BY THE PUBLIC ACCOUNTING FIRM CLIFTON LARSON ALLEN. THE FORM 990 WAS SUBJECTED TO A RIGOROUS REVIEW PROCESS BY ALLINA HEALTH SYSTEM, ALLINA ASSOCIATED FOUNDATION'S SOLE CORPORATE MEMBER AND SUPPORTED ORGANIZATION'S TAX MANAGER AND TAX DIRECTOR. ALLINA'S VP OF FINANCE & SUPPLY CHAIN, AND ALLINA'S CHIEF FINANCIAL OFFICER ALSO PERFORMED AN EXECUTIVE REVIEW OF THE FORM 990. AFTER THE MANAGEMENT REVIEW PROCESS DESCRIBED ABOVE WAS COMPLETED, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE ["IRS"], WAS PROVIDED TO EACH VOTING MEMBER OF ALLINA ASSOCIATED FOUNDATION'S BOARD OF DIRECTORS. ALLINA ASSOCIATED FOUNDATION'S BOARD OF DIRECTORS VOTED ON AND APPROVED A RESOLUTION APPROVING THE FORM 990, THE MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE BOARD OF DIRECTORS RESOLUTION ALSO DIRECTED OFFICERS TO FILE THE FORM 990 WITH THE IRS, THE CHARITABLE ANNUAL REPORT WITH THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE ABOVE STATED REVIEW AND APPROVAL PROCESS OCCURRED PRIOR TO FILING ALLINA ASSOCIATED FOUNDATION'S FORM 990 WITH THE IRS, MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE MINNESOTA ATTORNEY GENERAL, AND WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE WISCONSIN DEPARTMENT FINANCIAL INSTITUTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS SEVERAL METHODS OF MONITORING AND ENFORCING COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FIRST, THE ORGANIZATION REGULARLY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES TO ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS, INCLUDING ANY FAMILY OR BUSINESS RELATIONSHIP. SECOND, THE GENERAL COUNSEL'S OFFICE ANNUALLY DELIVERS A REPORT TO ALLINA'S BOARD OF DIRECTORS WHICH INCLUDES, AMONG OTHER THINGS, THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE, AN ANALYSIS OF POTENTIAL CONFLICTS, AND GUIDANCE FOR SATISFACTORILY RESOLVING CONFLICTS. THIRD, THE ORGANIZATION UNDERTAKES MANDATORY COMPLIANCE TRAINING OF ALL ITS EMPLOYEES WHICH INCLUDES TRAINING ON CONFLICTS OF INTEREST. FOURTH, ALL EMPLOYEES RECEIVE, AND ARE EXPECTED TO CONDUCT THEMSELVES IN ACCORDANCE WITH ALLINA'S CODE OF CONDUCT. THE CODE OF CONDUCT CONTAINS EDUCATIONAL MATERIALS AND GUIDANCE TO RESOLVE POTENTIAL CONFLICTS OF INTEREST. FIFTH, ALLINA MAINTAINS A CORPORATE INTEGRITY HOTLINE, A CONFIDENTIAL 24 HOUR EXTERNAL RESOURCE TO HELP ANSWER QUESTIONS RELATED TO ETHICAL BUSINESS CONDUCT. ALL CALLS TO THE INTEGRITY LINE ARE KEPT CONFIDENTIAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALLINA ASSOCIATED FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ANY COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. THEREFORE, PART VI, SECTION B, LINE 15A AND LINE 15B ARE NOT APPLICABLE TO ALLINA ASSOCIATED FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALLINA ASSOCIATED FOUNDATION MAKES ITS FORM 990, FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TO ARRANGE AN INSPECTION OR RECEIVE A COPY, PLEASE CONTACT THE FOLLOWING: ALLINA ASSOCIATED FOUNDATION TAX SERVICES MAIL ROUTE 10890 P.O. BOX 43 MINNEAPOLIS, MN 55407-0043 TELEPHONE: 612-262-0660 PHYSICAL ADDRESS: 2925 CHICAGO AVENUE MINNEAPOLIS, MN 55407-1321 THE FORM 990 AND FORM 1023 ARE ALSO AVAILABLE DIRECTLY FROM THE INTERNAL REVENUE SERVICE. THE FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE FROM THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -11,926. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 043643816 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | ALLINA HEALTH SYSTEM | 0 | |
| MERCY & UNITY HOSPITALS FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 300086426 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | ALLINA HEALTH SYSTEM | 0 | |
| PHILLIPS EYE INSTITUTE FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 411613017 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | ALLINA HEALTH SYSTEM | 0 | |
| COURAGE KENNY FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 411952989 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | ALLINA HEALTH SYSTEM | 0 | |
| UNITED HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 237420998 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | ALLINA HEALTH SYSTEM | 0 | |
| ALLINA HEALTH SYSTEM | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 363261413 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | 0 | ||
| MBP FACILITY LLC | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 454078371 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| REGINA FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 411987372 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 12A, I | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| APPLE VALLEY BUILDING ASSOCIATES LLC | |||||||
| 14655 GALAXIE AVENUE S | APPLE VALLEY | MN | 55124 | 411677072 | RENTAL REAL ESTATE | MN | N/A |
| METROPOLITAN INTEGRATED CANCER CENTER LLC | |||||||
| PO BOX 819067 | DALLAS | TX | 75381 | 205068485 | RADIOLOGY | DE | N/A |
| MAGNETO LEASING LLC | |||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 201582501 | RENTAL EQUIPMENT | MN | N/A |
| ASPEN SLEEP CENTERLLC | |||||||
| 1010 BANDANA BOULEVARD WEST | ST PAUL | MN | 55108 | 261850227 | HEALTHCARE SERVICES | MN | N/A |
| GERIATRIC SERVICES OF MINNESOTA LLC | |||||||
| 3433 BROADWAY ST NE SUITE 300 | MINNEAPOLIS | MN | 55413 | 453357936 | HEALTHCARE SERVICES | MN | N/A |
| NORTHSTAR SLEEP CENTER LLC | |||||||
| 920 EAST 28TH STREET SUITE 700 | MINNEAPOLIS | MN | 55407 | 452532456 | HEALTHCARE SERVICES | MN | N/A |
| MOBILE IMAGING SERVICES LLC | |||||||
| 7505 METRO BOULEVARD SUITE 400 | EDINA | MN | 55439 | 411883212 | RADIOLOGY | MN | N/A |
| CROSBY CARDIOVASCULAR SERVICESLLC | |||||||
| 920 E 28TH STREET SUITE 500 | MINNEAPOLIS | MN | 55407 | 412010368 | HEALTHCARE SERVICES | MN | N/A |
| BPA HEALTH LLC | |||||||
| 2845 HAMLINE AVENUE NORTH | ROSEVILLE | MN | 55113 | 352490984 | HEALTHCARE SERVICES | MN | N/A |
| TWIN CITIES MEDICAL IMAGING LLC | |||||||
| 7505 METRO BOULEVARD SUITE 400 | EDINA | MN | 55439 | 463959737 | RADIOLOGY | MN | N/A |
| WESTHEALTH SURGERY CENTER LLC | |||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 554400043 | 371763155 | SURGICAL SERVICES | MN | N/A |
| CT ONE LLC | |||||||
| 200 STATE AVENUE | FARIBAULT | MN | 55021 | 261187480 | RADIOLOGY | MN | N/A |
| HEALTHCARE CAMPUS IMAGING ONE LLC | |||||||
| 200 STATE AVENUE | FARIBAULT | MN | 55021 | 522401657 | RADIOLOGY | MN | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHSPAN SERVICES COMPANY | |||||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411249999 | DEBT COLLECTION | MN | N/A | C | 0 | ||||
| ALLINA SPECIALTY ASSOCIATES INC | |||||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411802815 | HEALTHCARE SERVICES | MN | N/A | C | 0 | ||||
| ALLINA HEALTH SYSTEM TRUST | |||||||||||||
| PO BOX 535007 | PITTSBURGH | PA | 15253 | 276712988 | TRUST | PA | N/A | T | 0 | ||||
| ALLINA HEALTH SYSTEM DEFINED BENEFIT MASTER TRUST | |||||||||||||
| 500 GRANT STREET SUITE 0625 | PITTSBURGH | PA | 15258 | 376520273 | TRUST | PA | N/A | T | 0 | ||||
| LIFESPAN AFFILIATES DEFERRED COMPENSATION PLAN | |||||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411720860 | TRUST | MN | N/A | T | 0 | ||||
| ALLINA INTEGRATED MEDICAL NETWORK | |||||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 275129095 | HEALTHCARE SERVICES | MN | N/A | C | 0 | ||||
| FORSETI RISK MANAGEMENT INDEMNIFICATION COMPANY SPC | |||||||||||||
| 981366132 | CAPTIVE INSURANCE | N/A | C | 0 | PO BOX 1085 | GRAND CAYMAN | CJ | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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