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Critical Access Group FY2020 filing

Duluth, MNUnknown exempt organizationEIN 26-1219624Revenue $5.3M in FY2020

On file with the IRSessentiahealth.org502 E 2nd St · Duluth, MN

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Critical Access Group exists to support the highest quality integrated health care in the communities we serve. We carry forward our benedictine heritage and facilitate catholic sponsorship where desired.

21¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $5.0M a year · 91% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
21%
of spending
Concern: 21% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
30 mo
of spending, in cash
Looks good: 30.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.3M
Spent
$726K
To programs
21%
Net assets
$83.9M
By yearFY2020–FY2021
Revenue
$5.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.3M
FY2021$5.6M
FY2021$1.4M
Expenses
$726K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$726K
FY2021$210K
FY2021$97.5M
Net assets
$83.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$83.9M
FY2021$96.0M
FY2021$0

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2021) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

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

Where the money goes

21 cents of each dollar spent went to programs.

Program services 21% · $155K Management & general 79% · $571K

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

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Ryan Hill
President
$0Pt VII · Sec A
Robert Norman
Former President
$0Pt VII · Sec A
Dean Ager
Board Chair
$0Pt VII · Sec A
Lenny Hill
Board Director
$0Pt VII · Sec A
Sister Clare Marie Trettel
Board Secretary/Treasurer
$0Pt VII · Sec A
See Critical Access Group executive salaries →

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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

Provides high-quality integrated healthcare, guided by Benedictine heritage and Catholic sponsorship.

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Provided by the organization

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1 program · $155K · in their own filed words · FY2019
01

Critical access group is organized and shall be operated exclusively for charitable, educational, scientific, and religious purposes exclusively for the benefit of, to perform the functions of, or to carry out the purposes of clearwater valley hospital and clinics, inc. And ST.

$155Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $97.4M · 2021–2021
Essentia HealthMN · FY2021$97,424,840

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$5.3M
Ln 12
Investment incomeLn 3$4.6M
Fees for servicesLn 2g$715K
Money outPt IX
$726K
Ln 25
Programscol B$155K
Managementcol C$571K
Owns and owesPt X
$83.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$83.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$715K
Investment incomeLn 3$4.6M
Gains on assetsLn 7$2.9M
Total revenueLn 12$5.3M
Assets in detailPt X, end of year
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$1.8M
InvestmentsLn 11–13$77.6M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$3.5M
Total assetsLn 16$83.9M
LiabilitiesLn 26$0
Net assetsLn 32$83.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.0M$1.8M
InvestmentsLn 11–13$77.2M$77.6M
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$84.0M$83.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$84.0M$83.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$332$332
Investment management feesLn 11f$351K$351K
Other expenses (24a–d)Ln 24$375K$155K$220K
Total functional expensesLn 25$726K$155K$571K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 $5.6M$210K$5.4M$96.0M 990 PDF
FY2020 Viewing $5.3M$726K$4.6M$83.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $5,282,699 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $969,156$714,735
I-10 Investment incomePrior year $3,903,323$4,567,964
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $4,872,479$5,282,699
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $893,266$726,161
I-18 Total expensesPrior year $893,266$726,161
I-19 Revenue less expensesPrior year $3,979,213$4,556,538
Part VI · Governance 3 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
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 $5,282,699 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $714,735$714,735
VIII-3 Investment incomeExcluded from tax $1,702,161$1,702,161
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,865,803$2,865,803
VIII-12 Total revenueRelated to mission $714,735 · Unrelated business $0 · Excluded from tax $4,567,964$5,282,699
Part IX · Statement of functional expenses $726,161 across 3 lines filed
IX-11b Legal feesManagement $332$332
IX-11f Investment management feesManagement $350,829$350,829
IX-24 Other expenses (24a–d)Programs $154,762 · Management $220,238$375,000
IX-25 Total functional expensesPrograms $154,762 · Management $571,399 · Fundraising $0$726,161
Part X · Balance sheet $83,943,303 assets, 10 lines filed
Asset lines not itemized here account for $1,050,000; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $1,992,407$1,833,176
X-10c Land, buildings and equipment, netStart of year $0$0
X-12 Other securitiesStart of year $72,844,571$73,235,485
X-13 Program-related investmentsStart of year $4,343,295$4,343,295
X-15 Other assetsStart of year $3,632,710$3,481,347
X-16 Total assetsStart of year $83,962,983$83,943,303
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $83,962,983$83,943,303
X-32 Total net assets or fund balancesStart of year $83,962,983$83,943,303
X-33 Total liabilities and net assetsStart of year $83,962,983$83,943,303
Part XI · Reconciliation of net assets $83,943,303 net assets at year end
XI-1 Total revenue$5,282,699
XI-2 Total expenses$726,161
XI-3 Revenue less expenses$4,556,538
XI-4 Net assets at start of year$83,962,983
XI-5 Net unrealized gains (losses) on investments−$4,576,218
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$83,943,303

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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