2014-11-05T15:20:03-06:00 2013-12-31 990 2013-01-01 411952989 COURAGE KENNY FOUNDATION COUR 6122620660 P O BOX 43 INTERNAL ZIP 10890 MINNEAPOLIS MN 554400043 DUNCAN GALLAGHER CHIEF FINANCIAL OFFICER 6122620660 2014-11-05 2013 2015-11-30 17:44:51Z JAN MALCOLM P O BOX 43 INTERNAL ZIP 10890 MINNEAPOLIS MN 554400043 40441978 0 X WWW.ALLINAHEALTH.ORG/AHS/SKI.NSF X 1999 MN 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. 36 34 0 346 0 0 832053 7292629 0 0 133960 2841851 1714 -70259 967727 10064221 548431 21976240 0 0 0 0 5952 168810 821557 353019 1636404 907402 23781454 60325 -13717233 8370000 70215524 1890 16672449 8368110 53543075 X 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. 0 0 21877682 21877682 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. 34863 34863 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. 32115 32115 DONATION OF ASSISTIVE DEVICES TO BE USED WITH THE PATIENTS OF COURAGE KENNY REHABILITATION INSTITUTE. 31580 31580 INCLUDING CONTRIBUTIONS UNDER AGREEMENT FOR THE DONOR ADVISED FUNDS PAID TO NINE 501(C) (3) ORGANIZATIONS- $26,500 31580 31580 21976240 1 1 0 0 0 1 0 0 0 1 0 1 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 526 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 X 36 34 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI X TAX SERVICES MAIL ROUTE 10890 6122620660 2925 CHICAGO AVENUE MINNEAPOLIS MN 554071321 AMANDA ABDO SHEAHAN DIRECTOR 2.00 0.00 X 0 0 0 GEORGE APPLEBY DIRECTOR 2.00 0.00 X 0 0 0 SCOTT APPLEWICK DIRECTOR 2.00 0.00 X 0 0 0 BRUCE BACKBERG DIRECTOR 2.00 0.00 X 0 0 0 LES BRUNKER DIRECTOR 2.00 0.00 X 0 0 0 MIKE CHAPPUIS DIRECTOR 2.00 0.00 X 0 0 0 VIRGINIA SCHOENBOHM CLYMER DIRECTOR 2.00 0.00 X 0 0 0 KARL DEDENBACH DIRECTOR 2.00 0.00 X 0 0 0 TIMOTHY DELAPP DIRECTOR/VICE CHAIR 2.00 0.00 X 0 0 0 KENT EKLUND DIRECTOR 2.00 0.00 X 0 0 0 ERIK EKSTROM MD DIRECTOR 2.00 0.00 X 0 0 0 TOM ERICKSON DIRECTOR 2.00 0.00 X 0 0 0 J MARIE FIEGER DIRECTOR 2.00 0.00 X 0 0 0 MARY FREY DIRECTOR 2.00 0.00 X 0 0 0 PETER GALLUS DIRECTOR/TREASURER 2.00 0.00 X 0 0 0 SHERRY GORMAN DIRECTOR 2.00 0.00 X 0 0 0 BRIAN GUSTAFSON DIRECTOR 2.00 0.00 X 0 1000 0 SHERRY GYDESEN DIRECTOR 2.00 0.00 X 0 0 0 PETER HASSELQUIST DIRECTOR 2.00 0.00 X 0 0 0 DEAN HILDEBRANDT DIRECTOR 2.00 0.00 X 0 0 0 BARRY HIX DIRECTOR 2.00 0.00 X 0 0 0 SANDRA JACOBS DIRECTOR 2.00 0.00 X 0 0 0 NICK JELLUM DIRECTOR 2.00 0.00 X 0 0 0 JOLIE KLAPMEIER DIRECTOR 2.00 0.00 X 0 0 0 S KRISHNAN DIRECTOR 2.00 0.00 X 0 0 0 SANDRA LANDBERG DIRECTOR/FNDTN EXEC DIR/ SR DEV OFF 40.00 0.00 X X 0 137271 32099 TODD LANGEVIN DIRECTOR/SECRETARY 2.00 0.00 X 0 0 0 PETER LILIENTHAL DIRECTOR 2.00 0.00 X 0 0 0 KAREN MADSON DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL MCDONNELL DIRECTOR 2.00 0.00 X 0 0 0 JAN MALCOLM DIRECTOR/VP PUB POL/COMM BNFT/FDN 2.00 40.00 X X 0 304536 36816 ERIC NORBERG DIRECTOR 2.00 0.00 X 0 0 0 ERIC PETERSON DIRECTOR/CHAIRMAN 4.00 0.00 X 0 0 0 NEAL PETERSON DIRECTOR 2.00 0.00 X 0 0 0 BOB PELTIER DIRECTOR 2.00 0.00 X 0 0 0 TERESA PFISTER DIRECTOR 2.00 0.00 X 0 0 0 BRET PULS DIRECTOR 2.00 0.00 X 0 0 0 SUSAN RHODE DIRECTOR 2.00 0.00 X 0 0 0 JOHN RYAN DIRECTOR 2.00 0.00 X 0 0 0 JOELLEN SAYLOR DIRECTOR 2.00 0.00 X 0 0 0 BETHANY SJOBLAD DIRECTOR 2.00 0.00 X 0 0 0 JENNINE SPEIER MD DIRECTOR 2.00 0.00 X 0 115765 18187 WINIFRED SMITH DIRECTOR/SECRETARY 2.00 0.00 X 0 0 0 SARAH WALBERT DIRECTOR 2.00 0.00 X 0 0 0 TIM WALKER DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN BARITEAU VP FOUNDATION 40.00 0.00 X 0 191529 42693 DUNCAN GALLAGHER CFO 2.00 40.00 X 0 1108440 331637 0 1858541 461432 0 0 1 0 RUFFALCODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 524063018 TELEFUNDRAISING 113150 1 230002 384343 221295 6456989 1296640 7292629 381495 381495 40741 40741 31273787 28813431 2460356 2460356 2460356 1200669 384343 1407477 -206808 -206808 252657 156849 95808 95808 10064221 95808 0 2675784 21971200 21971200 5040 5040 2508 1204 1304 3871 1858 2013 11590 11590 168810 168810 117968 70018 47950 137883 66184 71699 77820 61984 15836 8508 4084 4424 42766 35173 7593 FOUNDATION STAFF SVCS 1107505 606217 501288 PURCH SVCS - AFFILIATES 78357 78357 OTHER PURCHASED SVCS 46397 46397 1231 591 640 23781454 21976240 983657 821557 10017 369953 253383 8359983 63799885 0 5792303 8370000 70215524 1890 16672449 1890 16672449 X 6292293 31893556 1544616 12731945 531201 8917574 8368110 53543075 8370000 70215524 X -13717233 1817783 -47528 57121943 X X 0 1 X 1 0 X X X 0 0 0 ALLINA HEALTH SYS 363261413 3 1 1 1 21944660 1 21944660 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 74133 26500 614784 1 1 1199425 12584524 1099059 48891 14834117 1131315 1750 88529 22169 1199425 1145366 2000 1872 17923 1131315 1066916 2055 92646 16251 1145366 939645 1500 149330 23559 1066916 0.60120 0.39880 0 0 0 CASH EQUIVALENTS 729772 F EQUITY SECURITIES 10538722 F FIXED INCOME SECURITIES 13148367 F FUNDS OF HEDGE FUNDS 6986889 F COMMODITIES & OTHER 13782041 F MONEY MARKET 18614094 F 63799885 ASSETS HELD IN REMAIDER TRUST 4774133 DUE FROM AFFILIATE 673788 CASH SURRENDER VALUE 128282 CKF LIFE ESTATE 116100 VIOLIN 100000 5792303 DUE TO AFFLIATE-ST 3450000 REMAINDER TRUST BENEFICIARIES PAYABLE 2312890 DUE TO AFFLIATE-LT 10909559 16672449 X 69159394 1817783 57121943 58939726 10219668 -155447 -155447 10064221 23984429 277663 277663 23706766 74688 74688 23781454 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. X X X X X X X 1 APOGEE RETAILLLC 3080 CENTERVILLE RD LITTLE CANADA MN 55117 HANDLING OF CLOTHING AND HOUSEHOLD GOODS 1 120381 55660 64721 RUFFALOCODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEFUNDRAISING 0 113652 113150 502 234033 168810 65223 MN WI TOAST TO COURAGE 169647 129597 40050 22054 1000 2700 GIFT IN KIND SALES 1110689 1110689 1340824 5 304676 254746 49930 7379 1890 4452 750 26428 1585012 384343 1200669 7379 1890 26506 1750 1369952 1407477 -206808 1 ALLINA HEALTH SYSTEM DBA COURAGE KENNY REHABILITATION SERVICES 800 E 28TH STREET MINNEAPOLIS MN 55407 363261413 170(B)(1)(A)(III) 34863 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) 21877682 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) 32115 FMV POWER WHEELCHAIRS, ASSISTIVE DEVICES,LIFT TICKETS SUPPORT ALPINE SKI PROGRAM DONATION OF ASSISTIVE DEVICES TO BE USED WITH PATIENTS OF COURAGE KENNY REHABILITATION INSTITUTE. 1 0 JUDD JACOBSON AWARD WINNER 1 5000 BOOK ADVANCE BUSINESS ENDEAVOR OF PERSON WITH PHYSICAL DISABILITY PATIENT ALARM PULL STRING 1 40 BOOK PATIENT ALARM PULL STRING PART I, LINE 2: 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. 0 1 0 0 0 1 1 0 1 1 SANDRA LANDBERG DIRECTOR/FNDTN EXEC DIR/ SR DEV OFF 0 118036 0 16367 0 2868 0 8208 0 23891 0 169370 0 0 JAN MALCOLM DIRECTOR/VP PUB POL/COMM BNFT/FDN 0 235173 0 63459 0 5904 0 30039 0 6777 0 341352 0 0 STEPHEN BARITEAU VP FOUNDATION 0 162496 0 24705 0 4328 0 19967 0 22726 0 234222 0 0 DUNCAN GALLAGHER CFO 0 593836 0 366424 0 148180 0 310832 0 20805 0 1440077 0 102340 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. X 1206 965601 SALE PRICE DONATED CARS X 43 38475 SALE PRICE DONATED BOATS X 14 163322 FAIR MARKET VALUE X VIOLIN 1 100000 APPRAISAL X EQUIPMENT 14 32115 FAIR MARKET VALUE X VIOLIN BOW 1 9000 SALE PRICE 0 1 1 PART I, LINE 32B: 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. 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. 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 N/A 0 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 N/A 0 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 N/A 0 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 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 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 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1