COURAGE KENNY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COURAGE KENNY FOUNDATION (EIN 41-1952989)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201203179349301765
- Schema version
- 2011v1.2
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T11:34:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411952989 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTER KENNY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIST | NameControl |
| Phone | 6122620660 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURIE LAFONTAINE | Name |
| Title | VP, FINANCE & TREASURY | Title |
| Phone | 6122620660 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SANDRA LANDBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 CHICAGO AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4529774 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALLINA.COM/AHS/SKI.NSF | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE, STEWARD AND DISTRIBUTE PHILANTHROPIC FUNDS TO SUPPORT THE SISTER KENNY REHAB. INSTITUTE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 698063 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 664584 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 255379 | InvestmentIncomePriorYear |
| Investment Income Current Year | 576249 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -38749 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1149 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 914693 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1241982 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 443534 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 581083 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3523 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 10551 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 114305 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 296628 | OtherExpensePriorYear |
| Other Expenses Current Year | 317695 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 743685 | TotalExpensesPriorYear |
| Total Expenses Current Year | 909329 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 171008 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 332653 | RevenuesLessExpensesCY |
| Total Assets BOY | 8022487 | TotalAssetsBOY |
| Total Assets EOY | 7897506 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 114791 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8022487 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7782715 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SISTER KENNY FOUNDATION RAISES, STEWARDS AND DISTRIBUTES PHILANTHROPIC FUNDS TO SUPPORT THE QUALITY AND INNOVATIVE REHABILITATION SERVICES OF THE SISTER KENNY REHABILITATION INSTITUTE (SKRI). THE FOUNDATION SEEKS TO ENHANCE SKRI'S CAPACITY TO BUILD ON ITS TRADITION AS A LEADER AND INNOVATOR IN REHABILITATION MEDICINE RESEARCH.SKRI PROVIDED INPATIENT AND OUTPATIENT SERVICES TO MORE THAN 70,000 ADULTS AND CHILDREN IN 2011. SERVICES WERE PROVIDED AT 9 HOSPITALS IN THE GREATER MINNEAPOLIS AND ST. PAUL METROPOLITAN AREA (ABBOTT NORTHWESTERN,RIVER FALLS, BUFFALO, CAMBRIDGE, NEW ULM, OWATONNA, UNITED, MERCY AND UNITY HOSPITALS), AT 24 SISTER KENNY SPORTS AND PHYSICAL THERAPY CENTERS, AND AT 3 SISTER KENNY SPINE CENTERS LOCATED THROUGHOUT THE GREATER METRO AREA. THE INSTITUTE IS DEDICATED TO RESTORING AND ENHANCING QUALITY OF LIFE FOR INDIVIDUALS WHO HAVE EXPERIENCED STROKE, SPINAL CORD OR BRAIN INJURY, OR FOR THOSE EXPERIENCING A RANGE OF NEUROLOGICAL OR MUSCULOSKELETAL DISORDERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 408448 | Expense |
| Grants | 408448 | Grants |
| Description | SISTER KENNY RESEARCH CENTEROF THE GRANTS AWARDED IN 2011, THE SISTER KENNY RESEARCH CENTER AND ITS RELATED RESEARCH PROJECTS WERE APPROVED FOR $408,448 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 SKRC HAS AN ESTABLISHED FACULTY OF TWENTY 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 EIGHT PEER-REVIEWED ARTICLES IN 2011 AND ELEVEN PRESENTATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 154739 | Expense |
| Grants | 154739 | Grants |
| Description | PROGRAMS AND SERVICES FUNDS WERE APPROVED TO ENHANCE THE COMPONENTS OF THE 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. PROFESSIONAL EDUCATIONSISTER 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17896 | Expense |
| Grants | 17896 | Grants |
| Description | DONATION OF ASSISTIVE DEVICES TO BE USED WITH THE PATIENTS OF SISTER KENNY REHABILITATION INSTITUTE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 581083 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX SERVICES MAIL ROUTE 10890 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6122620660 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| AMANADA ABDO SHEAHAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SCOTT APPELWICK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER BIANCO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KARL DEDENBACH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TIMOTHY DELAPP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRIAN DOUGHTY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ERIK EKSTROM MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER GALLUS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SHERRY GORMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BARRY HIX | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SANDRA LANDBERG | ||||||
| DIRECTOR/FNDTN EXEC DIR | 40.00 | X | 0 | 145094 | 29955 | X |
| TODD LANGEVIN | ||||||
| DIRECTOR/TREASURER | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL MCDONNELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| J ROBERT PAULSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| NEAL PETERSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ED PLUIMER | ||||||
| DIRECTOR/CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |
| VALAERIE RAATZ JOHNSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN RYAN | ||||||
| DIRECTOR/VICE CHAIR/TREA | 2.00 | X | 0 | 0 | 0 | |
| WINIFRED SMITH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 145094 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29955 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 283 | FederatedCampaigns |
| Fundraising Events | 5436 | FundraisingEvents |
| Related Organizations | 329846 | RelatedOrganizations |
| All Other Contributions | 329019 | AllOtherContributions |
| Noncash Contributions | 30225 | NoncashContributions |
| Total Contributions | 664584 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97746 | TotalRevenueColumn |
| Exclusion | $97,746 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3766295 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3287792 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 478503 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 478503 | TotalRevenueColumn |
| Exclusion | $478,503 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1149 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5436 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1149 | TotalRevenueColumn |
| Exclusion | $1,149 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1241982 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $577,398 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581083 | Total |
| Program Services | 581083 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10920 | Total |
| Management And General | 10920 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10551 | Total |
| Fundraising | 10551 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11254 | Total |
| Management And General | 4371 | ManagementAndGeneral |
| Fundraising | 6883 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1270 | Total |
| Management And General | 635 | ManagementAndGeneral |
| Fundraising | 635 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8856 | Total |
| Management And General | 6088 | ManagementAndGeneral |
| Fundraising | 2768 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| FOUNDATION STAFF SVCS | 209978 | 132734 | 77244 |
| OTHER PURCHASED SVCS | 65782 | 60491 | 5291 |
| PURCH SVCS - AFFILIATES | 9494 | -1437 | 10931 |
| MISCELLANEOUS EXPENSES | 135 | 135 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6 | Total |
| Management And General | 4 | ManagementAndGeneral |
| Fundraising | 2 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 909329 | Total |
| Program Services | 581083 | ProgramServices |
| Management And General | 213941 | ManagementAndGeneral |
| Fundraising | 114305 | Fundraising |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17798 | BOY |
| EOY | 10185 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7917087 | BOY |
| EOY | 7887321 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87602 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8022487 | BOY |
| EOY | 7897506 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 114791 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 114791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6109540 | BOY |
| EOY | 6012675 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1397294 | BOY |
| EOY | 1252387 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515653 | BOY |
| EOY | 517653 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8022487 | BOY |
| EOY | 7782715 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8022487 | BOY |
| EOY | 7897506 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 332653 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -572425 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLINA HEALTH SYS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363261413 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $579,904 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 579904 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1145366 | BeginningOfYearBalance |
| Contributions | 2000 | Contributions |
| Investment Earnings Or Losses | 1872 | InvestmentEarningsOrLosses |
| Other Expenditures | 17923 | OtherExpenditures |
| End Of Year Balance | 1131315 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1066916 | BeginningOfYearBalance |
| Contributions | 2055 | Contributions |
| Investment Earnings Or Losses | 92646 | InvestmentEarningsOrLosses |
| Other Expenditures | 16251 | OtherExpenditures |
| End Of Year Balance | 1145366 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 939645 | BeginningOfYearBalance |
| Contributions | 1500 | Contributions |
| Investment Earnings Or Losses | 149330 | InvestmentEarningsOrLosses |
| Other Expenditures | 23559 | OtherExpenditures |
| End Of Year Balance | 1066916 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1254928 | BeginningOfYearBalance |
| Contributions | 1250 | Contributions |
| Investment Earnings Or Losses | -316033 | InvestmentEarningsOrLosses |
| Other Expenditures | 500 | OtherExpenditures |
| End Of Year Balance | 939645 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.45760 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.54240 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH EQUIVALENTS | 733941 | F |
| EQUITY SECURITIES | 1358220 | F |
| FIXED INCOME SECURITIES | 1902911 | F |
| FUNDS OF HEDGE FUNDS | 2627206 | F |
| COMMODITIES & OTHER | 1265043 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7887321 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFLIATE | Description |
| Amount | $114,791 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 114791 | TotalOfAmounts |
| Total Revenue | 1241982 | TotalRevenue |
| Total Expenses | 909329 | TotalExpenses |
| Excess Or Deficit For Year | 332653 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -572425 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -572425 | TotalAdjustments |
| Excess Or Deficit Per FS | -239772 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 669557 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -572425 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -572425 | RevenueNotRptdF990 |
| Revenue Subtotal | 1241982 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1241982 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 909329 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 909329 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 909329 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | CHARITY AND INDIGENT CARE. EDUCATION AND RESEARCH. BUILDINGS AND EQUIPMENT. PATIENT CARE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOLLOWING IS A COPY OF NOTE 1 TO THE AUDITED FINANCIAL STATEMENTS: "SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - INCOME TAX" "SISTER 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 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES." |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM DBA SISTER KENNY REHABILITATION SERVICES | ||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | 408448 | SISTER KENNY RESEARCH CENTER OPERATIONS AND VARIOUS RESEARCH STUDIES. | |||
| ALLINA HEALTH SYSTEM DBA SISTER KENNY REHABILITATION SERVICES | ||||||||||
| 800 E 28TH STREET | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | 153560 | PROGRAM COSTS, PATIENT CARE EQUIPMENT AND EVENT EXPENSES. | |||
| ALLINA HEALTH SYSTEM DBA SISTER 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 SISTER KENNY REHABILITATION INSTITUTE. | 17896 | FMV | POWER WHEELCHAIRS AND ASSISTIVE DEVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SISTER 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 1 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SANDRA LANDBERG | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 124617 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 18482 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 1995 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 8521 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 21434 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 175049 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
| 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 M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12329 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | EQUIPMENT | Description |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 17896 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | SISTER KENNY FOUNDATION MAY FROM TIME TO TIME AND IN THE ORDINARY COURSE OF ITS CHARITABLE ACTIVITIES ACCEPT NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. SISTER 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. SISTER KENNY FOUNDATION CASH AND INVESTMENTS ARE POOLED WITH ITS SOLE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION OF SISTER KENNY FOUNDATION. SISTER 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 SISTER KENNY FOUNDATION WITH ADMINISTRATIVE AND STAFF SERVICES AT NO COST. THE VALUE OF THE SERVICES PROVIDED BY ALLINA HEALTH SYSTEM TO SISTER KENNY FOUNDATION DURING 2011 WERE ESTIMATED AT $328,246 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. SISTER 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 SISTER KENNY FOUNDATION. THE RESERVED POWERS ARE FULLY DESCRIBED IN SISTER 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 | SISTER KENNY FOUNDATION'S FORM 990 WAS PREPARED BY THE TAX SERVICES FUNCTION OF ALLINA HEALTH SYSTEM, SISTER 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. AFTER THE MANAGEMENT REVIEW PROCESS DESCRIBED ABOVE WAS COMPLETED, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE ["IRS"], WAS PROVIDED TO EACH VOTING MEMBER OF SISTER KENNY FOUNDATION'S BOARD OF DIRECTORS. A SISTER KENNY FOUNDATION BOARD OF DIRECTORS MEETING WAS HELD ON SEPTEMBER 27, 2012 TO REVIEW AND DISCUSS THE FORM 990 FILING. SISTER KENNY FOUNDATION'S BOARD OF DIRECTORS VOTED ON AND APPROVED A RESOLUTION APPROVING THE FORM 990, THE MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE WISCONSIN DEPARTMENT OF REGULATION AND LICENSING. 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 REGULATION AND LICENSING. THE ABOVE STATED REVIEW AND APPROVAL PROCESS OCCURRED PRIOR TO FILING SISTER 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 REGULATION AND LICENSING. | |
| 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 | SISTER 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 SISTER KENNY FOUNDATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | SISTER 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: SISTER 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -572,425. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| ALLINA MEDICAL CLINIC | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 411781624 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | ALLINA HEALTH SYSTEM | 0 | |
| ASPEN ASSET CORPORATION | |||||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55407 | 411788674 | HOLDING TITLE TO PROPERTY | MN | 501(C)(2) | 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 | ALLINA HEALTH SYSTEM | 0 | |
| WESTHEALTHINC | |||||||||||
| 2855 CAMPUS DRIVE | PLYMOUTH | MN | 55441 | 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 | ALLINA HEALTH SYSTEM | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| 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 | |||||||
| 225 SMITH AVE N SUITE 201 | ST PAUL | MN | 55102 | 201582501 | RENTAL EQUIPMENT | MN | N/A |
| METROPOLITAN INTEGRATED CANCER CARELLC | |||||||
| 16825 NORTHCHASE DR STE 1300 | HOUSTON | TX | 77060 | 205068485 | RADIOLOGY | TX | N/A |
| SOUTHWEST SURGICAL CENTER LLC | |||||||
| 920 EAST 28TH STREET SUITE 500 | MINNEAPOLIS | MN | 55407 | 412013700 | SURGICAL SERVICES | MN | N/A |
| WEST SUBURBAN HEALTH CAMPUS | |||||||
| 2855 CAMPUS DRIVE | PLYMOUTH | MN | 55441 | 411730888 | RENTAL REAL ESTATE | 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 AVE | 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| ALLINA CLINIC HOLDINGS LTD | ||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 263954371 | HOLDING COMPANY | MN | N/A | C |
| ALLINA HEALTH SYSTEM TRUST | ||||||||
| 500 GRANT STREET SUITE 0625 | PITTSBURGH | PA | 15258 | 276712988 | TRUST | PA | N/A | T |
| ALLINA SPECIALTY ASSOCIATES | ||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411802815 | HEALTHCARE SERVICES | MN | N/A | C |
| HEALTHSPAN SERVICES CORPORATION | ||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 411716415 | DEBT COLLECTION | MN | N/A | C |
| QUELLO CLINIC LTD | ||||||||
| PO BOX 43 | MINNEAPOLIS | MN | 55440 | 410874754 | HEALTHCARE SERVICES | MN | N/A | C |
| ALLINA HEALTH SYSTEM DEFINED BENEFIT MASTER TRUST | ||||||||
| 500 GRANT STREET STE 625 | PITTSBURGH | PA | 15258 | 376520273 | TRUST | PA | N/A | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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