Miller Dwan Foundation

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $1,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

To provide support to historic Miller-Dwan medical center and polinsky medical rehabilitation specialty healthcare programs and services and for innovative programming throughout the region.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7396466) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 40 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $399K a year · 12% of revenue · last 5 filings
A surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
89% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$390K
to officers and key staff · 11% of spending
Pay to officers and key staff is 11% of spending.
Part VII, Section A
1.0 mo
of spending, in cash
Plus $25.7M in investments, Pt X · Ln 11–13
1.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $238K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
3% of total assets
Liabilities are 3% of assets.
Pt X · Ln 26
Independent board members
14
of 15 voting members
14 of 15 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$3.9M
+82% vs prior year
Spent
$3.4M
To programs
89%
Net assets
$34.7M
By yearFY2020–FY2024
Revenue
$3.9M
FY2024▲ +82%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$5.1M
FY2022$2.6M
FY2023$2.1M
FY2024$3.9M
Expenses
$3.4M
FY2024▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$2.3M
FY2022$2.9M
FY2023$3.0M
FY2024$3.4M
Net assets
$34.7M
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$32.5M
FY2021$36.7M
FY2022$30.5M
FY2023$32.8M
FY2024$34.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $3.0M Management & general 7% · $244K Fundraising 4% · $121K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

17 people listed on the 990; $390K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$170,227Pt VII · Sec A
Senior Mental Health Advisor
$118,260Pt VII · Sec A
Director of Operations
$101,151Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Traci Marciniak’s $170K as President is at the 61st percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Traci Marciniak$170,227$163,506$162,338$151,375$147,646
Richard Gertsema$118,260$118,252———
Joan Osswald$101,151————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Miller Dwan Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports historic medical center, rehabilitation programs, and innovative regional healthcare.

Questions for Miller Dwan Foundation

Tap to ask. Miller Dwan Foundation sees how many people are interested.

Your first name shows with your question. Miller Dwan Foundation answers here, for everyone.

3 programs · $2.7M · in their own filed words · FY2024
01

The foundation supports meaningful healthcare programs on the medical campus and in the community. Grants are made throughout the year to improve healthcare in our region and are primarily focused on adult and adolescent mental health, hospice, physical rehabilitation, cancer care, burn care and surgical SERVICES.GRANTMAKING and…

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7396466) · Dispute this line
$1.7Mprogram expense
02

Northland Adaptive Recreation

Northland adaptive recreation (nar) is a newly acquired LLC of the miller-dawn foundation. Nar is a regional initiative that expands access to outdoor and recreational activities for individuals with physical disabilities.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7396466) · Dispute this line
$552Kprogram expense
03

Problem Management Plus (pm+), Hope X

The miller-dwan foundation initiated the implementation of problem management plus (PM+), a world health organization-developed, evidence-based mental health intervention. PM+ is designed to be delivered by trained non-clinicians to individuals experiencing psychological distress, particularly in low-resource settings.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7396466) · Dispute this line
$452Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$238K
Grants paid · 47 grants · $4.7M · 2020–2024
Essentia HealthMN · FY2024$449,290
Unitemized GrantFY2024$29,580
North Lakes Community ClinicFY2024$24,634
HgaFY2024$16,650
Trans NorthlandMN · FY2024$15,000
Minnesota Ballet INCMN · FY2024$14,865
Unitemized GrantFY2024$11,883
Essentia HealthMN · FY2023$749,886
Unitemized GrantFY2023$30,819
Regents of the University of MNFY2023$30,000
Victory Chorus - Victory FundMN · FY2023$15,000
Duluth Area Family YMCAMN · FY2023$15,000
IndigoMN · FY2023$15,000
St Louis County Public Health & Human ServicesFY2023$15,000
AichoMN · FY2023$15,000
See all 47 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.9M
Ln 12
Gifts and grantsLn 1h$2.7M
Other incomeLn 4–11$659K
Investment incomeLn 3$558K
Money outPt IX
$3.4M
Ln 25
Programscol B$3.0M
Managementcol C$244K
Fundraisingcol D$121K
Owns and owesPt X
$34.7M
net assets · Ln 32
Cash and savingsLn 1–2$292K
Total assetsLn 16$35.9M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Noncash giftsLn 1g$113K
Fundraising eventsLn 1c$419K
Fees for servicesLn 2g$22K
Investment incomeLn 3$558K
Other incomeLn 4–11$659K
Gains on assetsLn 7$828K
Total revenueLn 12$3.9M
Assets in detailPt X, end of year
CashLn 1$57K
SavingsLn 2$235K
Cash and savings togetherLn 1–2$292K
Pledges and grants receivableLn 3$717K
Prepaid expenses and deferred chargesLn 9$9K
Land, buildings, equipmentLn 10c$4.6M
InvestmentsLn 11–13$25.7M
Other assetsLn 15$4.6M
Total assetsLn 16$35.9M
LiabilitiesLn 26$1.2M
Net assetsLn 32$34.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$114K
EndowmentSch D · Pt V
LineFY24FY23
End of yearLn 1g$3.3M$3.1M
AddedLn 1b$2.9M
SpentLn 1d–1f$134K$42K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.0M$292K
InvestmentsLn 11–13$24.5M$25.7M
Land, buildings, equipmentLn 10c$3.7M$4.6M
Total assetsLn 16$33.4M$35.9M
LiabilitiesLn 26$520K$1.2M
Net assetsLn 32$32.8M$34.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.2M$1.2M
Grants to domestic individualsLn 2$41K$41K
Pay of officers and key staff (Part IX, line 5)Ln 5$450K$367K$47K$36K
Other salaries and wagesLn 7$415K$338K$44K$33K
Other employee benefitsLn 9$193K$157K$15K$20K
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$41K$41K
Other fees for servicesLn 11g$6K$6K
Advertising and promotionLn 12$261K$249K$1K$11K
Office expensesLn 13$347K$262K$65K$21K
OccupancyLn 16$50K$50K
TravelLn 17$60K$59K$86$414
Depreciation, depletion and amortizationLn 22$332K$318K$14K
Total functional expensesLn 25$3.4M$3.0M$244K$121K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 13, 2025 $3.9M$3.4M$494K$34.7M 990 PDF
FY2023Filed with the IRS Sep 9, 2024 $2.1M$3.0M−$884K$32.8M 990 PDF
FY2022Filed with the IRS Aug 29, 2023 $2.6M$2.9M−$333K$30.5M 990 PDF
FY2021Filed with the IRS Aug 25, 2022 $5.1M$2.3M$2.8M$36.7M 990 PDF
FY2020Filed with the IRS Jun 24, 2021 $2.3M$2.4M−$71K$32.5M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay M · Noncash O · Explanations
See the full FY2024 990
Part I · Summary $3,892,739 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,728,684$2,653,609
I-9 Program service revenuePrior year $34,098$21,661
I-10 Investment incomePrior year $574,196$1,386,770
I-11 Other revenuePrior year −$195,803−$169,301
I-12 Total revenuePrior year $2,141,175$3,892,739
I-13 Grants and similar amounts paidPrior year $1,139,821$1,233,547
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $852,326$1,057,730
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,033,404$1,107,798
I-18 Total expensesPrior year $3,025,551$3,399,075
I-19 Revenue less expensesPrior year −$884,376$493,664
Part VI · Governance 14 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,892,739 across 9 lines filed
Lines not itemized here account for $29,741 of total revenue; see the IRS return.
VIII-1c Fundraising events$419,285
VIII-1f All other contributions, gifts and grants$2,234,324
VIII-1g Noncash contributions (included above)$112,536
VIII-1h Total contributions, gifts and grants$2,653,609
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,661$21,661
VIII-3 Investment incomeExcluded from tax $558,361$558,361
VIII-7 Net gain or loss on sales of assetsExcluded from tax $828,409$828,409
VIII-8 Net income from fundraising eventsExcluded from tax −$199,042−$199,042
VIII-12 Total revenueRelated to mission $21,661 · Unrelated business $0 · Excluded from tax $1,217,469$3,892,739
Part IX · Statement of functional expenses $3,399,075 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $1,192,084$1,192,084
IX-2 Grants to domestic individualsPrograms $41,463$41,463
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $366,933 · Management $47,324 · Fundraising $35,657$449,914
IX-7 Other salaries and wagesPrograms $338,399 · Management $43,643 · Fundraising $32,884$414,926
IX-9 Other employee benefitsPrograms $157,314 · Management $15,287 · Fundraising $20,289$192,890
IX-11b Legal feesManagement $10,409$10,409
IX-11c Accounting feesManagement $41,416$41,416
IX-11g Other fees for servicesManagement $5,743$5,743
IX-12 Advertising and promotionPrograms $248,932 · Management $1,196 · Fundraising $11,206$261,334
IX-13 Office expensesPrograms $261,535 · Management $64,848 · Fundraising $20,650$347,033
IX-16 OccupancyPrograms $49,632$49,632
IX-17 TravelPrograms $59,348 · Management $86 · Fundraising $414$59,848
IX-22 Depreciation, depletion and amortizationPrograms $318,473 · Management $13,910$332,383
IX-25 Total functional expensesPrograms $3,034,113 · Management $243,862 · Fundraising $121,100$3,399,075
Part X · Balance sheet $35,941,867 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $613,635$56,867
X-2 Savings and temporary cash investmentsStart of year $411,385$234,996
X-3 Pledges and grants receivableStart of year $68,911$716,937
X-9 Prepaid expenses and deferred chargesStart of year $62,272$9,429
X-10c Land, buildings and equipment, netStart of year $3,717,531$4,611,165
X-11 Publicly traded securitiesStart of year $14,047,948$15,151,770
X-12 Other securitiesStart of year $10,461,346$10,564,452
X-15 Other assetsStart of year $3,979,275$4,596,251
X-16 Total assetsStart of year $33,362,303$35,941,867
X-17 Accounts payable and accrued expensesStart of year $275,714$188,710
X-18 Grants payableStart of year $89,261$135,531
X-21 Escrow or custodial accountsStart of year $155,129$234,996
X-23 Secured mortgages and notes payable$300,000
X-25 Other liabilitiesStart of year $0$335,915
X-26 Total liabilitiesStart of year $520,104$1,195,152
X-27 Net assets without donor restrictionsStart of year $13,809,920$14,098,035
X-28 Net assets with donor restrictionsStart of year $19,032,279$20,648,680
X-32 Total net assets or fund balancesStart of year $32,842,199$34,746,715
X-33 Total liabilities and net assetsStart of year $33,362,303$35,941,867
Part XI · Reconciliation of net assets $34,746,715 net assets at year end
XI-1 Total revenue$3,892,739
XI-2 Total expenses$3,399,075
XI-3 Revenue less expenses$493,664
XI-4 Net assets at start of year$32,842,199
XI-5 Net unrealized gains (losses) on investments$1,410,852
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$34,746,715

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.

Featured nonprofit jobs

All nonprofit jobs → · Hiring? Post a job →