Allina Associated Foundation FY2020 filing

Tax-deductible

Minneapolis, MN501(c)(3)Since 2010Health CareEIN 27-4116873Revenue $5.9M in FY2020

On file with the IRSallinahealth.org/givePo Box 43, 55440-0043 · Minneapolis, MNTax-exempt since Nov 2011Publicly supported charity — 170(b)(1)(A)(vi)

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To raise, steward and distribute philanthropic funds in support of buffalo hospital, cambridge medical center, new ulm medical center, owatonna hospital, river falls area hospital, Allina health home health, hospice and pallative care services, and penny george institute of health & healing.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $9.4M a year · 39% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Named funders
17
named funders · $11.3M
Looks good: 17 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$509K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 19 voting members
Looks good: 13 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.9M
Spent
$3.4M
To programs
69%
Net assets
$11.3M
By yearFY2020–FY2024
Revenue
$5.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.9M
FY2021$3.6M
FY2022$29.4M
FY2023$44.2M
FY2024$37.1M
Expenses
$3.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$3.7M
FY2022$9.4M
FY2023$33.2M
FY2024$23.6M
Net assets
$11.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$11.3M
FY2021$11.0M
FY2022$227.3M
FY2023$244.3M
FY2024$274.6M

From the FY2020 Form 990 · 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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2011.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $2.4M Management & general 25% · $858K Fundraising 6% · $196K

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

21 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director/President
$0Pt VII · Sec A
Director/Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director/Vice Chair/Treas.
$0Pt VII · Sec A
See Allina Associated Foundation 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Raises and distributes philanthropic funds to support local hospitals, home care, hospice services, and advanced medical equipment for improved patient care.

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Provided by the organization

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3 programs · $2.4M · in their own filed words · FY2020
01

Hospital and medical center operational 2020 grants -- $1,140,022OPERATIONAL grants are used to support a multitude of programs including education and research, patient assistance, community education and support, birth, heart, literacy and integrative therapy programs.

$1.1Mprogram expense
02

Grants made to individuals in 2020 -- $968,135CARING for colleagues - $859,735FUNDS provide emergency financial assistance to employees of allina health system who face unexpected and severe financial strain due to crisis EVENT.EDUCATIONAL scholarships - $57,851FUNDS provided educational scholarships to individuals studying in areas…

$968Kprogram expense
03

Capital 2020 Grants -- $244,843buffalo Hospital Healing Spaces

$241,468 capital funds used to create an outdoor space for healing outside of hospital walls which include walking paths, landscaping, benches, patio and railed rehabilitation walkway for inpatient physical therapy.

$245Kprogram 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 · FY2024
See all 17 funders →
Grants paid · 54 grants · $71.0M · 2020–2024
Allina Health SystemMN · FY2024$9,926,989
Allina Health SystemMN · FY2024$8,976,539
Allina Health SystemMN · FY2024$855,722
Allina Health SystemMN · FY2024$703,125
Allina Health SystemMN · FY2024$696,082
Allina Health SystemMN · FY2024$670,301
Unitemized GrantFY2024$376,286
Allina Health SystemMN · FY2024$300,000
Unitemized GrantFY2024$176,600
Allina Health SystemMN · FY2024$64,135
Allina Health SystemMN · FY2024$58,139
True FriendsMN · FY2024$42,470
Common Hope INCMN · FY2024$23,631
Immanuel Lutheran ChurchMN · FY2024$9,000
Allina Health SystemMN · FY2023$10,405,616
See all 54 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.9M
Ln 12
Gifts and grantsLn 1h$5.5M
Investment incomeLn 3$342K
Other incomeLn 4–11$39K
Money outPt IX
$3.4M
Ln 25
Programscol B$2.4M
Managementcol C$858K
Fundraisingcol D$196K
Owns and owesPt X
$11.3M
net assets · Ln 32
Total assetsLn 16$11.8M
LiabilitiesLn 26$509K
PeoplePt VI, VII
21
listed · VII A
PaidVII A0
Voting boardVI 1a19
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.5M
Noncash giftsLn 1g$26K
Fundraising eventsLn 1c$294K
Investment incomeLn 3$342K
Other incomeLn 4–11$39K
Gains on assetsLn 7$129K
Total revenueLn 12$5.9M
Assets in detailPt X, end of year
InvestmentsLn 11–13$11.5M
Other assetsLn 15$176K
Total assetsLn 16$11.8M
LiabilitiesLn 26$509K
Net assetsLn 32$11.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 640
Fiscal year endsHeaderDecember
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
InvestmentsLn 11–13$8.8M$11.5M
Total assetsLn 16$9.0M$11.8M
LiabilitiesLn 26$195K$509K
Net assetsLn 32$8.8M$11.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.4M$1.4M
Grants to domestic individualsLn 2$968K$968K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$9K$8K$1K
Advertising and promotionLn 12$592$379$213
Office expensesLn 13$38K$24K$14K
Information technologyLn 14$139$89$50
TravelLn 17$2K$2K$871
Conferences, conventions and meetingsLn 19$18K$14K$4K
Other expenses (24a–d)Ln 24$878K$702K$176K
All other expensesLn 24e$97K$97K$5
Total functional expensesLn 25$3.4M$2.4M$858K$196K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $37.1M$23.6M$13.5M$274.6M 990 PDF
FY2023 $44.2M$33.2M$11.1M$244.3M 990 PDF
FY2022 $29.4M$9.4M$20.0M$227.3M 990 PDF
FY2021 $3.6M$3.7M−$187K$11.0M 990 PDF
FY2020 Viewing $5.9M$3.4M$2.5M$11.3M 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 $5,917,332 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,389,858$5,536,477
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $260,655$342,021
I-11 Other revenuePrior year $44,694$38,834
I-12 Total revenuePrior year $3,695,207$5,917,332
I-13 Grants and similar amounts paidPrior year $1,522,519$2,353,000
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 $1,293,515$1,053,589
I-18 Total expensesPrior year $2,816,034$3,406,589
I-19 Revenue less expensesPrior year $879,173$2,510,743
Part VI · Governance 13 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsYes
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 $5,917,332 across 10 lines filed
VIII-1a Federated campaigns$1,646
VIII-1c Fundraising events$294,032
VIII-1d Related organizations$1,125,298
VIII-1f All other contributions, gifts and grants$4,115,501
VIII-1g Noncash contributions (included above)$25,599
VIII-1h Total contributions, gifts and grants$5,536,477
VIII-3 Investment incomeExcluded from tax $212,666$212,666
VIII-7 Net gain or loss on sales of assetsExcluded from tax $129,355$129,355
VIII-8 Net income from fundraising eventsExcluded from tax $38,834$38,834
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $380,855$5,917,332
Part IX · Statement of functional expenses $3,406,589 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $1,384,865$1,384,865
IX-2 Grants to domestic individualsPrograms $968,135$968,135
IX-11c Accounting feesManagement $9,800$9,800
IX-11g Other fees for servicesManagement $8,298 · Fundraising $1,176$9,474
IX-12 Advertising and promotionManagement $379 · Fundraising $213$592
IX-13 Office expensesManagement $24,424 · Fundraising $13,738$38,162
IX-14 Information technologyManagement $89 · Fundraising $50$139
IX-17 TravelManagement $1,548 · Fundraising $871$2,419
IX-19 Conferences, conventions and meetingsManagement $14,185 · Fundraising $4,202$18,387
IX-24 Other expenses (24a–d)Management $702,365 · Fundraising $175,737$878,102
IX-24e All other expensesManagement $96,509 · Fundraising $5$96,514
IX-25 Total functional expensesPrograms $2,353,000 · Management $857,597 · Fundraising $195,992$3,406,589
Part X · Balance sheet $11,823,540 assets, 10 lines filed
X-3 Pledges and grants receivableStart of year $108,130$196,111
X-12 Other securitiesStart of year $8,837,342$11,451,798
X-15 Other assetsStart of year $91,992$175,631
X-16 Total assetsStart of year $9,037,464$11,823,540
X-25 Other liabilitiesStart of year $194,640$509,215
X-26 Total liabilitiesStart of year $194,640$509,215
X-27 Net assets without donor restrictionsStart of year $5,287,174$6,094,737
X-28 Net assets with donor restrictionsStart of year $3,555,650$5,219,588
X-32 Total net assets or fund balancesStart of year $8,842,824$11,314,325
X-33 Total liabilities and net assetsStart of year $9,037,464$11,823,540
Part XI · Reconciliation of net assets $11,314,325 net assets at year end
XI-1 Total revenue$5,917,332
XI-2 Total expenses$3,406,589
XI-3 Revenue less expenses$2,510,743
XI-4 Net assets at start of year$8,842,824
XI-5 Net unrealized gains (losses) on investments$8,444
XI-9 Other changes in net assets−$47,686
XI-10 Net assets at end of year$11,314,325

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

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