COURAGE KENNY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COURAGE KENNY FOUNDATION (EIN 41-1952989)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201413099349301696
- Schema version
- 2013v3.0
- 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 | 2014-11-05T15:20:03-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411952989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURAGE KENNY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUR | BusinessNameControlTxt |
| Phone | 6122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 43 INTERNAL ZIP 10890 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554400043 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN GALLAGHER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6122620660 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAN MALCOLM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 43 INTERNAL ZIP 10890 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554400043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,441,978 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALLINAHEALTH.ORG/AHS/SKI.NSF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS AND ENGAGE THE COMMUNITY TO SUPPORT HEALTH AND INDEPENDENCE FOR THOSE WITH FUNCTIONAL LIMITATIONS THROUGH COURAGE KENNY REHAB'S COMPREHENSIVE CONTINUUM OF TRANSFORMATIVE SERVICES, RESEARCH AND INNOVATION, AND PUBLIC ADVOCACY. WITH THE FOUNDATION'S SUPPORT, THE CONTINUUM ENRICHES LIVES AND PROVIDES A LEVEL OF CARE ABOVE AND BEYOND THE CORE MEDICAL SERVICES PROVIDED BY ALLINA HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 346 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $832,053 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,292,629 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,841,851 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,714 | PYOtherRevenueAmt |
| CY Other Revenue | -$70,259 | CYOtherRevenueAmt |
| PY Total Revenue | $967,727 | PYTotalRevenueAmt |
| CY Total Revenue | $10,064,221 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $548,431 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,976,240 | 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 | $5,952 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $168,810 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $821,557 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $353,019 | PYOtherExpensesAmt |
| CY Other Expenses | $1,636,404 | CYOtherExpensesAmt |
| PY Total Expenses | $907,402 | PYTotalExpensesAmt |
| CY Total Expenses | $23,781,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $60,325 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,717,233 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,370,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,215,524 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,672,449 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,368,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,543,075 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RAISE FUNDS AND ENGAGE THE COMMUNITY TO SUPPORT HEALTH AND INDEPENDENCE FOR THOSE WITH FUNCTIONAL LIMITATIONS THROUGH COURAGE KENNY REHAB'S COMPREHENSIVE CONTINUUM OF TRANSFORMATIVE SERVICES, RESEARCH AND INNOVATION, AND PUBLIC ADVOCACY. WITH THE FOUNDATION'S SUPPORT, THE CONTINUUM ENRICHES LIVES AND PROVIDES A LEVEL OF CARE ABOVE AND BEYOND THE CORE MEDICAL SERVICES PROVIDED BY ALLINA HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,877,682 | ExpenseAmt |
| Grant | $21,877,682 | GrantAmt |
| Desc | PROGRAMS AND SERVICES FUNDS WERE APPROVED TO ENHANCE THE COMPONENTS OF COURAGE KENNY REHABILITATION INSTITUTE'S REHABILITATIVE PROGRAM: OPTIMIZING PHYSICAL FUNCTION, MAXIMIZING ABILITIES OF DAILY LIVING AND LESSENING DISADVANTAGES PEOPLE MAY FACE IN SOCIAL ROLES. THE RESULTS LEAD TO STRONGER OUTCOMES FOR THE INSTITUTE'S PATIENTS WITH THE ABILITY TO FUNCTION AS INDEPENDENTLY AS POSSIBLE AND ACTIVELY PARTICIPATE IN THEIR OWN COMMUNITY. $21.5 MILLION IN SUPPORT OF THE PHYSICAL , OCCUPATIONAL AND SPEECH THERAPY SERVICES , INPATIENT REHABILITATIVE SERVICES ,COMMUNITY BASED SERVICES, INDEPENDENT LIVING SKILLS (ILS) PROGRAM AND SPORTS AND RECREATION PROGRAMS OF COURAGE KENNY REHABILITATION INSTITUTE, AN UNINCORPORATED DIVISION OF ALLINA HEALTH SYSTEM, WERE INCLUDED IN PROGRAMS AND SERVICES IN 2013.PROFESSIONAL EDUCATIONCOURAGE KENNY REHABILITATION INSTITUTE ENSURES THAT PATIENTS RECEIVE THE HIGHEST QUALITY CARE BY ADHERING TO THE PRINCIPLES OF PATIENT CARE SET FORTH BY THE INSTITUTE OF MEDICINE: SAFE, EFFECTIVE, PATIENT-CENTERED, TIMELY, EFFICIENT AND EQUITABLE. THE FOUNDATION SUPPORTS THIS QUEST BY INVESTING IN PROFESSIONAL EDUCATION OF ITS CLINICIANS TO ACHIEVE THE HIGHEST LEVEL OF CLINICAL COMPETENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,863 | ExpenseAmt |
| Grant | $34,863 | GrantAmt |
| Desc | COURAGE KENNY RESEARCH CENTER (CKRC)OF THE GRANTS AWARDED IN 2013, THE RESEARCH CENTER WAS APPROVED FOR $34,863 IN FUNDING. THE RESEARCH CENTER, ESTABLISHED IN 2007, SERVES AS A LABORATORY FOR CLINICAL RESEARCH, INNOVATION AND EDUCATION WITH THE GOAL OF OPTIMIZING THE CARE AND QUALITY OF LIFE FOR ALL PERSONS, BUT IN PARTICULAR THOSE LIVING WITH DISABILITIES. THE RESEARCH CENTER HAS ACHIEVED SIGNIFICANT MILESTONES INCLUDING THE DEVELOPMENT OF PATENTABLE TECHNOLOGIES, AS WELL AS ESTABLISHING EDUCATIONAL AND ENTREPRENEURIAL COLLABORATIVE RELATIONSHIPS. CKRC HAS AN ESTABLISHED FACULTY OF TWENTY FIVE ACTIVE RESEARCHERS & CLINICIANS INCLUDING THERAPISTS AND PHYSICIANS, WHO CONDUCT RESEARCH ON BRAIN INJURIES, SPINAL CORD INJURIES, STROKE REHABILITATION AND CANCER REHABILITATION, AS WELL AS INJURY AND FALL PREVENTION. THEIR RESEARCH HAS LED TO THE DEVELOPMENT OF COMMERCIALLY VIABLE TECHNOLOGIES AND FOUR PEER-REVIEWED PAPERS ACCEPTED OR IN PRINT IN 2013 AND FIVE PRESENTATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,115 | ExpenseAmt |
| Grant | $32,115 | GrantAmt |
| Desc | DONATION OF ASSISTIVE DEVICES TO BE USED WITH THE PATIENTS OF COURAGE KENNY REHABILITATION INSTITUTE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,580 | ExpenseAmt |
| Grant | $31,580 | GrantAmt |
| Desc | INCLUDING CONTRIBUTIONS UNDER AGREEMENT FOR THE DONOR ADVISED FUNDS PAID TO NINE 501(C) (3) ORGANIZATIONS- $26,500 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $31,580 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $31,580 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $21,976,240 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 |
| IRP Document | 526 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | 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 | 0 | NondeductibleContributionsInd |
| 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 MAIL ROUTE 10890 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 CHICAGO AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554071321 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 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 |
|---|---|---|---|---|---|---|---|
| AMANDA ABDO SHEAHAN | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE APPLEBY | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT APPLEWICK | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BACKBERG | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LES BRUNKER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE CHAPPUIS | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA SCHOENBOHM CLYMER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KARL DEDENBACH | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY DELAPP | |||||||
| DIRECTOR/VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KENT EKLUND | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIK EKSTROM MD | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ERICKSON | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| J MARIE FIEGER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY FREY | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER GALLUS | |||||||
| DIRECTOR/TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY GORMAN | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GUSTAFSON | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $1,000 | $0 | |
| SHERRY GYDESEN | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER HASSELQUIST | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN HILDEBRANDT | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY HIX | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA JACOBS | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NICK JELLUM | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOLIE KLAPMEIER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| S KRISHNAN | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA LANDBERG | |||||||
| DIRECTOR/FNDTN EXEC DIR/ SR DEV OFF | 40.00 | 0.00 | Yes (X) | $0 | $137,271 | $32,099 | Yes (X) |
| TODD LANGEVIN | |||||||
| DIRECTOR/SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PETER LILIENTHAL | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN MADSON | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MCDONNELL | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAN MALCOLM | |||||||
| DIRECTOR/VP PUB POL/COMM BNFT/FDN | 2.00 | 40.00 | Yes (X) | $0 | $304,536 | $36,816 | Yes (X) |
| ERIC NORBERG | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC PETERSON | |||||||
| DIRECTOR/CHAIRMAN | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NEAL PETERSON | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB PELTIER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA PFISTER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRET PULS | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN RHODE | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN RYAN | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOELLEN SAYLOR | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETHANY SJOBLAD | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNINE SPEIER MD | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $115,765 | $18,187 | |
| WINIFRED SMITH | |||||||
| DIRECTOR/SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH WALBERT | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIM WALKER | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN BARITEAU | |||||||
| VP FOUNDATION | 40.00 | 0.00 | $0 | $191,529 | $42,693 | Yes (X) | |
| DUNCAN GALLAGHER | |||||||
| CFO | 2.00 | 40.00 | $0 | $1,108,440 | $331,637 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,858,541 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $461,432 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALCODY LLC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524063018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TELEFUNDRAISING | ServicesDesc |
| Compensation | $113,150 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $230,002 | FederatedCampaignsAmt |
| Fundraising | $384,343 | FundraisingAmt |
| Related Organizations | $221,295 | RelatedOrganizationsAmt |
| All Other Contributions | $6,456,989 | AllOtherContributionsAmt |
| Noncash Contributions | $1,296,640 | NoncashContributionsAmt |
| Total Contributions | $7,292,629 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,495 | TotalRevenueColumnAmt |
| Exclusion | $381,495 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,741 | TotalRevenueColumnAmt |
| Exclusion | $40,741 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,273,787 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,813,431 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,460,356 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,460,356 | TotalRevenueColumnAmt |
| Exclusion | $2,460,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,200,669 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $384,343 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,407,477 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$206,808 | TotalRevenueColumnAmt |
| Exclusion | -$206,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $252,657 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $156,849 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,808 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,064,221 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,808 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,675,784 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,971,200 | TotalAmt |
| Program Services | $21,971,200 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,040 | TotalAmt |
| Program Services | $5,040 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,508 | TotalAmt |
| Management And General | $1,204 | ManagementAndGeneralAmt |
| Fundraising | $1,304 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,871 | TotalAmt |
| Management And General | $1,858 | ManagementAndGeneralAmt |
| Fundraising | $2,013 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,590 | TotalAmt |
| Management And General | $11,590 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,810 | TotalAmt |
| Fundraising | $168,810 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,968 | TotalAmt |
| Management And General | $70,018 | ManagementAndGeneralAmt |
| Fundraising | $47,950 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,883 | TotalAmt |
| Management And General | $66,184 | ManagementAndGeneralAmt |
| Fundraising | $71,699 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,820 | TotalAmt |
| Management And General | $61,984 | ManagementAndGeneralAmt |
| Fundraising | $15,836 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,508 | TotalAmt |
| Management And General | $4,084 | ManagementAndGeneralAmt |
| Fundraising | $4,424 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,766 | TotalAmt |
| Management And General | $35,173 | ManagementAndGeneralAmt |
| Fundraising | $7,593 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FOUNDATION STAFF SVCS | $1,107,505 | $606,217 | $501,288 |
| PURCH SVCS - AFFILIATES | $78,357 | $78,357 | |
| OTHER PURCHASED SVCS | $46,397 | $46,397 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231 | TotalAmt |
| Management And General | $591 | ManagementAndGeneralAmt |
| Fundraising | $640 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,781,454 | TotalAmt |
| Program Services | $21,976,240 | ProgramServicesAmt |
| Management And General | $983,657 | ManagementAndGeneralAmt |
| Fundraising | $821,557 | FundraisingAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,017 | BOYAmt |
| EOY | $369,953 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $253,383 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,359,983 | BOYAmt |
| EOY | $63,799,885 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,792,303 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370,000 | BOYAmt |
| EOY | $70,215,524 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,890 | BOYAmt |
| EOY | $16,672,449 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,890 | BOYAmt |
| EOY | $16,672,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,292,293 | BOYAmt |
| EOY | $31,893,556 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,544,616 | BOYAmt |
| EOY | $12,731,945 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,201 | BOYAmt |
| EOY | $8,917,574 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,368,110 | BOYAmt |
| EOY | $53,543,075 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370,000 | BOYAmt |
| EOY | $70,215,524 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,717,233 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,817,783 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$47,528 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $57,121,943 | 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 |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLINA HEALTH SYS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363261413 | EIN |
| Organization Type | 3 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $21,944,660 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $21,944,660 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $74,133 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $26,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $614,784 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,199,425 | BeginningYearBalanceAmt |
| Contributions | $12,584,524 | ContributionsAmt |
| Investment Earnings Or Losses | $1,099,059 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,891 | OtherExpendituresAmt |
| End Year Balance | $14,834,117 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,131,315 | BeginningYearBalanceAmt |
| Contributions | $1,750 | ContributionsAmt |
| Investment Earnings Or Losses | $88,529 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,169 | OtherExpendituresAmt |
| End Year Balance | $1,199,425 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,145,366 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,872 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,923 | OtherExpendituresAmt |
| End Year Balance | $1,131,315 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,066,916 | BeginningYearBalanceAmt |
| Contributions | $2,055 | ContributionsAmt |
| Investment Earnings Or Losses | $92,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,251 | OtherExpendituresAmt |
| End Year Balance | $1,145,366 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $939,645 | BeginningYearBalanceAmt |
| Contributions | $1,500 | ContributionsAmt |
| Investment Earnings Or Losses | $149,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,559 | OtherExpendituresAmt |
| End Year Balance | $1,066,916 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.60120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH EQUIVALENTS | $729,772 | F |
| EQUITY SECURITIES | $10,538,722 | F |
| FIXED INCOME SECURITIES | $13,148,367 | F |
| FUNDS OF HEDGE FUNDS | $6,986,889 | F |
| COMMODITIES & OTHER | $13,782,041 | F |
| MONEY MARKET | $18,614,094 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $63,799,885 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN REMAIDER TRUST | $4,774,133 |
| DUE FROM AFFILIATE | $673,788 |
| CASH SURRENDER VALUE | $128,282 |
| CKF LIFE ESTATE | $116,100 |
| VIOLIN | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,792,303 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFLIATE-ST | $3,450,000 |
| REMAINDER TRUST BENEFICIARIES PAYABLE | $2,312,890 |
| DUE TO AFFLIATE-LT | $10,909,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,672,449 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $69,159,394 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,817,783 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $57,121,943 | OtherRevenueAmt |
| Revenue Not Reported | $58,939,726 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,219,668 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$155,447 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$155,447 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,064,221 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,984,429 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $277,663 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $277,663 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,706,766 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $74,688 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $74,688 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,781,454 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CHARITY AND INDIGENT CARE. EDUCATION AND RESEARCH. BUILDINGS AND EQUIPMENT. PATIENT CARE. |
| PART X, LINE 2: | THE FOLLOWING IS A COPY OF NOTE 1 TO THE AUDITED FINANCIAL STATEMENTS: "SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - INCOME TAX" "COURAGE KENNY 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 BUSINES INCOME, EXCISE OR OTHER TAXES. THE FILINGS FOR THE YEARS 2010 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES." |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -145,794. TRANSFER FUND BALANCE FROM COURAGE FOUNDATION , INC. 57,267,737. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GIFT IN KIND SPECIAL EVENTS -230,135. SALES OF INVENTORY -CARDS FOR COURAGE 74,688. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE /DIRECT EXPENSE FUNDRAISING 230,135. CHANGE IN VALUE COURAGE FOUNDATION, INC. ASSETS 47,528. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SALES OF INVENTORY -CARDS FOR COURAGE 74,688. |
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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| APOGEE RETAILLLC | ||||||||
| 3080 CENTERVILLE RD | LITTLE CANADA | MN | 55117 | HANDLING OF CLOTHING AND HOUSEHOLD GOODS | Yes (1) | $120,381 | $55,660 | $64,721 |
| RUFFALOCODY LLC | ||||||||
| 65 KIRKWOOD NORTH ROAD SW | CEDAR RAPIDS | IA | 52404 | TELEFUNDRAISING | 0 | $113,652 | $113,150 | $502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $234,033 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $168,810 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $65,223 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TOAST TO COURAGE | NameOfEvent1Amt |
| Gross Receipts Event1 | $169,647 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $129,597 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,050 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $22,054 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,700 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GIFT IN KIND SALES | NameOfEvent2Amt |
| Gross Receipts Event2 | $1,110,689 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $1,110,689 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,340,824 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $304,676 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $254,746 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $49,930 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $7,379 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,890 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,452 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $750 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $26,428 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,585,012 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $384,343 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,200,669 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,379 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,890 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,506 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,369,952 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,407,477 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$206,808 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM DBA COURAGE KENNY REHABILITATION SERVICES | ||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $34,863 | COURAGE KENNY RESEARCH CENTER OPERATIONS AND VARIOUS RESEARCH STUDIES. | |||
| ALLINA HEALTH SYSTEM DBA COURAGE KENNY REHABILITATION SERVICES | ||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $21,877,682 | PROGRAM COSTS, PATIENT CARE EQUIPMENT AND EVENT EXPENSES. | |||
| ALLINA HEALTH SYSTEM DBA COURAGE KENNY REHABILITATION SERVICES | ||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | DONATION OF ASSISTIVE DEVICES TO BE USED WITH PATIENTS OF COURAGE KENNY REHABILITATION INSTITUTE. | $32,115 | FMV | POWER WHEELCHAIRS, ASSISTIVE DEVICES,LIFT TICKETS SUPPORT ALPINE SKI PROGRAM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| JUDD JACOBSON AWARD WINNER | 1 | $5,000 | BOOK | ADVANCE BUSINESS ENDEAVOR OF PERSON WITH PHYSICAL DISABILITY | |
| PATIENT ALARM PULL STRING | 1 | BOOK | PATIENT ALARM PULL STRING | $40 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COURAGE KENNY 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 PROCESS WHICH INCLUDES A WRITTEN APPLICATION WHICH REQUIRES 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 | 0 | 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 | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDRA LANDBERG | ||||||||||||||
| DIRECTOR/FNDTN EXEC DIR/ SR DEV OFF | $0 | $118,036 | $0 | $16,367 | $0 | $2,868 | $0 | $8,208 | $0 | $23,891 | $0 | $169,370 | $0 | $0 |
| JAN MALCOLM | ||||||||||||||
| DIRECTOR/VP PUB POL/COMM BNFT/FDN | $0 | $235,173 | $0 | $63,459 | $0 | $5,904 | $0 | $30,039 | $0 | $6,777 | $0 | $341,352 | $0 | $0 |
| STEPHEN BARITEAU | ||||||||||||||
| VP FOUNDATION | $0 | $162,496 | $0 | $24,705 | $0 | $4,328 | $0 | $19,967 | $0 | $22,726 | $0 | $234,222 | $0 | $0 |
| DUNCAN GALLAGHER | ||||||||||||||
| CFO | $0 | $593,836 | $0 | $366,424 | $0 | $148,180 | $0 | $310,832 | $0 | $20,805 | $0 | $1,440,077 | $0 | $102,340 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DUNCAN GALLAGHER - $90,658 |
| PART I, LINE 6 | MANAGEMENT INCENTIVE PLAN (MIP) ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY TO MOST MANAGERS, SOME HIGH-LEVEL INDIVIDUAL EMPLOYEES 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, SERVICE QUALITY, PATIENT SATISFACTION, PATIENT SAFETY AND COMMUNITY SERVICE. 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. AWARDS CAN RANGE FROM 0% TO 150% OF TARGET AWARDS. |
| 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 6(A) & (B) | ADDITIONAL DISCLOSURES: DEFERRED COMPENSATION PLANS - TERMS AND CONDITIONS: 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 POSITION 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 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 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. 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 M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1206 | ContributionCnt |
| Noncash Contributions Rpt F990 | $965,601 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE PRICE DONATED CARS | MethodOfDeterminingRevenuesTxt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,475 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE PRICE DONATED BOATS | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $163,322 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VIOLIN | 1 | $100,000 | APPRAISAL |
| Yes (X) | EQUIPMENT | 14 | $32,115 | FAIR MARKET VALUE |
| Yes (X) | VIOLIN BOW | 1 | $9,000 | SALE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | COURAGE KENNY FOUNDATION MAY FROM TIME TO TIME AND IN THE ORDINARY COURSE OF ITS CHARITABLE ACTIVITIES ACCEPT NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. COURAGE KENNY 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. COURAGE KENNY FOUNDATION CASH AND INVESTMENTS ARE POOLED WITH ITS SOLE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | PURSUANT TO A PLAN OF MERGER, EFFECTIVE JUNE 1, 2013, COURAGE FOUNDATION, INC., A MINNESOTA NONPROFIT CORPORATION, MERGED WITH AND INTO SISTER KENNY FOUNDATION, A MINNESOTA NONPROFIT CORPORATION, WITH SISTER KENNY FOUNDATION BEING THE SURVIVING CORPORATION. ARTICLES OF MERGER WERE FILED WITH THE MINNESOTA SECRETARY OF STATE IN ACCORDANCE WITH MINNESOTA STATUTES SECTION 317A.615 ON JUNE 1, 2013. SISTER KENNY FOUNDATION'S BOARD OF DIRECTORS APPROVED THE AMENDED AND RESTATED ARTICLES OF INCORPORATION AND THE THIRD AMENDED AND RESTATED BYLAWS ON JUNE 5, 2013 FOR THE PURPOSE OF CHANGING ITS NAME TO COURAGE KENNY FOUNDATION. THE THIRD AMENDED AND RESTATED ARTICLES WERE FILED WITH THE MINNESOTA SECRETARY OF STATE ON JULY 15, 2013 STATING IN ARTICLE I THE NAME OF THE CORPORATION TO BE COURAGE KENNY FOUNDATION. THE SOLE MEMBER OF COURAGE KENNY FOUNDATION IS ALLINA HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION OF COURAGE KENNY FOUNDATION. COURAGE KENNY 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 COURAGE KENNY FOUNDATION WITH ADMINISTRATIVE AND STAFF SERVICES AT NO COST. THE VALUE OF THE SERVICES PROVIDED BY ALLINA HEALTH SYSTEM TO COURAGE KENNY FOUNDATION DURING 2013 WERE ESTIMATED AT $198,195 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. COURAGE KENNY 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 COURAGE KENNY FOUNDATION. THE RESERVED POWERS ARE FULLY DESCRIBED IN COURAGE KENNY 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 FORM 990, PART VI, SECTION A, LINE 7A AND THE DESCRIPTION ABOVE RELATED TO IT IN SCHEDULE O. |
| FORM 990, PART VI, SECTION B, LINE 11 | COURAGE KENNY FOUNDATION'S FORM 990 WAS PREPARED BY THE TAX SERVICES FUNCTION OF ALLINA HEALTH SYSTEM, COURAGE KENNY FOUNDATION'S SOLE CORPORATE MEMBER AND SUPPORTED ORGANIZATION. THE FORM 990 FILING WAS SUBJECTED TO A RIGOROUS REVIEW PROCESS BY ALLINA'S TAX MANAGER AND TAX DIRECTOR. ALLINA'S VICE PRESIDENT OF FINANCE & TREASURY ALSO PERFORMED AN EXECUTIVE REVIEW OF THE FORM 990. MEMBERS OF THE FINANCE COMMITTEE WERE ALSO PROVIDED WITH AN OPPORTUNITY TO REVIEW THE FORM 990 PRIOR TO FILING. AFTER THE MANAGEMENT AND FINANCE COMMITTEE 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 THE BOARD OF DIRECTORS. A BOARD OF DIRECTORS MEETING WAS HELD ON SEPTEMBER 25, 2014 TO REVIEW AND DISCUSS THE FORM 990 FILING. THE 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 COURAGE KENNY 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 OF 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 | COURAGE KENNY 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, FORM 990, PART VI, SECTION B, LINES 15A AND 15B ARE NOT APPLICABLE TO COURAGE KENNY FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | COURAGE KENNY 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: COURAGE KENNY 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 -145,794. TRANSFER OF FUND BALANCE FROM COURAGE FOUNDATION, INC. 57,267,737. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 043643816 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| ALLINA ASSOCIATED FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 274116873 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| CENTER FOR HEALTHCARE INNOVATION FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 263553868 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| ALLINA HEALTH SYSTEM | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 363261413 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | 0 | N/A | |
| ALLINA INTEGRATED MEDICAL NETWORK | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 275129095 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| ASPEN MEDICAL GROUP | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 411452624 | HEALTHCARE SERVICES | MN | 501(C)(4) | ALLINA HEALTH SYSTEM | 0 | ||
| MERCY & UNITY HOSPITALS FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 300086426 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| PHILLIPS EYE INSTITUTE FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 411613017 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| UNITED HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 237420998 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| UNITED AND CHILDRENS AMBULATORY SURGERY CENTER ASSOCIATION | |||||||||||
| 310 NORTH SMITH AVENUE | ST PAUL | MN | 55102 | 411694626 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| WESTHEALTHINC | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411768814 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | ALLINA HEALTH SYSTEM | 0 | |
| MBP FACILITY LLC | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 454078371 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| REGINA MEDICAL CENTER | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 410740678 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | ALLINA HEALTH SYSTEM | 0 | |
| REGINA FOUNDATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411987372 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| ASPEN SLEEP CENTER LLC | |||||||
| 1010 BANDANA BOULEVARD WEST | ST PAUL | MN | 55108 | 261850227 | HEALTHCARE SERVICES | MN | N/A |
| MAGNETO LEASING LLC | |||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 201582501 | RENTAL EQUIPMENT | MN | N/A |
| METROPOLITAN INTEGRATED CANCER CARELLC | |||||||
| ONE POST STREET 35TH FLOOR | SAN FRANCISCO | CA | 94104 | 205068485 | RADIOLOGY | DE | N/A |
| SOUTHWEST SURGICAL CENTER LLC | |||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 412013700 | SURGICAL SERVICES | MN | N/A |
| GERIATRIC SERVICES OF MINNESOTA LLC | |||||||
| 3366 OAKDALE AVE NORTH SUITE 551 | ROBBINSDALE | MN | 55422 | 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 |
| DISTRICT ONE CANCER CENTER LLC | |||||||
| 200 STATE AVENUE | FAIRBAULT | MN | 55021 | 451258847 | HEALTHCARE SERVICES | MN | N/A |
| MOBILE IMAGING SERVICES LLC | |||||||
| 1221 NICOLLET MALL STE 600 | MINNEAPOLIS | MN | 554032444 | 411883212 | RADIOLOGY | MN | N/A |
| CROSBY CARDIOVASCULAR SERVICES LLC | |||||||
| 920 E 28TH STREET SUITE 500 | MINNEAPOLIS | MN | 55407 | 412010368 | HEALTHCARE SERVICES | MN | N/A |
| BPA HEALTH LLC | |||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 352490984 | HEALTHCARE SERVICES | MN | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ALLINA CLINIC HOLDINGS LTD | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 263954371 | HOLDING COMPANY | MN | N/A | C | 0 |
| ALLINA HEALTH SYSTEM TRUST | |||||||||
| PO BOX 535007 | PITTSBURGH | PA | 15253 | 276712988 | TRUST | PA | N/A | T | 0 |
| ALLINA SPECIALTY ASSOCIATESINC | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411802815 | HEALTHCARE SERVICES | MN | N/A | C | 0 |
| HEALTHSPAN SERVICES COMPANY | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411249999 | DEBT COLLECTION | MN | N/A | C | 0 |
| QUELLO CLINIC LTD | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 410874754 | HEALTHCARE SERVICES | MN | N/A | C | 0 |
| ALLINA HEALTH SYSTEM DEFINED BENEFIT MASTER TRUST | |||||||||
| 500 GRANT STREET STE 625 | PITTSBURGH | PA | 15258 | 376520273 | TRUST | PA | N/A | T | 0 |
| ALLINA HEALTH SYSTEM KEYSHARE PLAN | |||||||||
| PO BOX 535007 | PITTSBURGH | PA | 15253 | 276678945 | TRUST | PA | N/A | T | 0 |
| LIFESPAN AFFILIATES DEFERRED COMPENSATION PLAN | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411720860 | TRUST | MN | N/A | T | 0 |
| CREATEHEALTH INC | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 260594364 | HEALTHCARE SERVICES | MN | N/A | C | 0 |
| QUELLO STK MERGER SUB INC | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 464290372 | MERGER FACILITATION | DE | N/A | C | 0 |
| QUELLO NON STK MERGER SUB INC | |||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 464298122 | MERGER FACILITATION | DE | N/A | C | 0 |
| 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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