Allina Health System ("Allina Health") is dedicated to meeting the needs of our patients through whole person care-physical, mental, spiritual and community. This commitment is embodied in our mission: to provide exceptional care, as we prevent illness, restore Health and provide comfort to all who entrust US with their care. Allina Health provides a full range of primary and specialty Health care services including technically advanced inpatient and outpatient care, 24-hour emergency care, medical transportation, pharmacy, laboratory, home care and hospice services. Because of its charitable mission, Allina Health provides these Health care services as well as educational and wellness programs to community members regardless of their ability to pay for the services. In 2021, Allina Health provided $579,200,778 in community contributions such as direct financial support, in-kind donations, free and reduced-cost medical care and services, and funding for public Health programs.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Run by 2,604 volunteers and 33,215 employees.
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
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
3 of 5
filings with a surplus
Average surplus $44.5M a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$30.7M
to officers and key staff · 0.5% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $2.95B in investments, Pt X · Ln 11–13
Fine: 0.1 months of spending in cash, plus $2.95B in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
16
named funders · $23.1M
Looks good: 16 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.8B
47% of total assets
Looks good: liabilities are 47% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 22 voting members
Looks good: 19 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.9B
+10% vs prior year
Spent
$5.8B
To programs
87%
Net assets
$3.2B
By yearFY2020–FY2024
Revenue
$5.9B
FY2024▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.6B
FY2021$5.1B
FY2022$5.2B
FY2023$5.4B
FY2024$5.9B
Expenses
$5.8B
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.5B
FY2021$4.8B
FY2022$5.2B
FY2023$5.6B
FY2024$5.8B
Net assets
$3.2B
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.2B
FY2021$3.6B
FY2022$3.2B
FY2023$3.0B
FY2024$3.2B

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1984.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $5.1B Management & general 13% · $736.3M Fundraising 0% · $8.3M

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

56 people listed on the 990; $30.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$2,639,245Pt VII · Sec A
$1,814,347Pt VII · Sec A
$1,777,987Pt VII · Sec A
EVP, Chief Administrative
$1,582,787Pt VII · Sec A
$1,547,203Pt VII · Sec A
Physician
$1,480,468Pt VII · Sec A
EVP, Chief Operating Offic
$1,460,917Pt VII · Sec A
$1,460,766Pt VII · Sec A

Lisa Shannon’s $2.6M as President/CEO is at the 90th percentile of top reported officer pay among 1747 $100M+ 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Penny Wheeler MD——$1,933,214$3,469,220$2,700,630
Lisa Shannon$2,639,245$2,613,585$2,102,287$1,430,277$1,241,668
Richard Magnuson$595,994$1,888,713$1,371,096$1,027,520$1,041,052
Ciro Vasquez MD$1,814,347————
Mahmoud Nagib MD$1,777,987$1,666,823———
Todd Hess MD——$1,725,132$1,618,221—
Ann Madden Rice—$434,789$1,724,052$1,018,759$920,921
Christine Moore$1,582,787$1,030,219$1,006,902$688,171$680,592

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.

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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

Provides comprehensive inpatient, outpatient, and emergency healthcare services, including charity care and wellness programs, to community members regardless of their ability to pay.

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Provided by the organization

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3 programs · $5.0B · in their own filed words · FY2024
01

Providing medical serviceshospital, medical and other health care servicesallina health delivers high quality hospital, medical and other health care services to patients in minnesota and western wisconsin. As a mission-driven organization, allina health is committed to improving the lifelong health of the communities it serves.

$3.9Bprogram expense
02

Cost of participating in government programsallina health is committed to serving all persons in need, regardless of race, creed, sex, nationality, religion, disability, age, or ability to pay.

$1.0Bprogram expense
03

Uncompensated Care

Charity careallina health provides medical care without charge or at reduced cost to residents of the communities that it serves through the provision of charity care. Our partners care was established to assist patients who do not qualify for medical assistance such as medicaid and whose annual incomes are at or below 275% of the…

$137.6Mprogram 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 16 funders →
Grants paid · 408 grants · $21.3M · 2020–2024
Unitemized GrantFY2024$150,000
Cultural Wellness CenterMN · FY2024$150,000
Unitemized GrantFY2024$119,526
Unitemized GrantFY2024$40,500
Every MealMN · FY2024$37,263
Open Arms of Minnesota INCMN · FY2024$33,500
St Marys Health ClinicsMN · FY2024$30,000
Fuhn Community Care NetworkMN · FY2024$30,000
Regions Hospital FoundationMN · FY2024$25,000
Division of Indian WorkMN · FY2024$21,000
See all 408 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$5.9B
Ln 12
Fees for servicesLn 2g$5.7B
Investment incomeLn 3$108.1M
Other incomeLn 4–11$75.9M
Money outPt IX
$5.8B
Ln 25
Programscol B$5.1B
Managementcol C$736.3M
Fundraisingcol D$8.3M
Owns and owesPt X
$3.2B
net assets · Ln 32
Cash and savingsLn 1–2$26.2M
Total assetsLn 16$6.0B
LiabilitiesLn 26$2.8B
PeoplePt VI, VII
56
listed · VII A
PaidVII A47
Voting boardVI 1a22
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$39.7M
Government grantsLn 1e$16.3M
Noncash giftsLn 1g$322K
Fees for servicesLn 2g$5.7B
Investment incomeLn 3$108.1M
Other incomeLn 4–11$75.9M
Gains on assetsLn 7$9.6M
Total revenueLn 12$5.9B
Assets in detailPt X, end of year
CashLn 1$16.8M
SavingsLn 2$9.5M
Cash and savings togetherLn 1–2$26.2M
InvestmentsLn 11–13$2.95B
Land, buildings, equipmentLn 10c$1.81B
Other assetsLn 15$34.6M
Total assetsLn 16$6.0B
LiabilitiesLn 26$2.8B
Net assetsLn 32$3.2B
OperationsPt I, VI
EmployeesI 533,215
VolunteersI 62,604
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 FY24End FY24
Cash and savingsLn 1–2$25.7M$26.2M
InvestmentsLn 11–13$3.11B$2.95B
Land, buildings, equipmentLn 10c$1.67B$1.81B
Total assetsLn 16$5.96B$5.97B
LiabilitiesLn 26$2.97B$2.81B
Net assetsLn 32$2.99B$3.16B
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5.2M$5.2M
Grants to domestic individualsLn 2$313K$313K
Pay of current officers, directors and key staffLn 5$20.7M$20.7M
Other salaries and wagesLn 7$2.67B$2.42B$240.5M$4.8M
Pension plan contributionsLn 8$210.8M$190.0M$20.5M$375K
Other employee benefitsLn 9$382.6M$344.7M$37.2M$680K
Payroll taxesLn 10$172.4M$155.3M$16.8M$306K
Management feesLn 11a$149.1M$19.2M$129.9M$24K
Legal feesLn 11b$11.3M$11.3M
Accounting feesLn 11c$1.0M$1.0M
Other fees for servicesLn 11g$500.7M$415.2M$84.4M$1.1M
Advertising and promotionLn 12$6.9M$597K$6.3M$35K
Office expensesLn 13$1.02B$993.2M$23.8M$106K
Information technologyLn 14$107.9M$35.4M$72.5M$38K
OccupancyLn 16$153.4M$134.4M$18.9M$5K
TravelLn 17$5.9M$5.4M$496K$20K
Conferences, conventions and meetingsLn 19$10.2M$9.4M$814K$559
InterestLn 20$66.6M$66.6M
Payments to affiliatesLn 21$214K$214K
Depreciation, depletion and amortizationLn 22$201.1M$157.1M$43.9M$8K
InsuranceLn 23$32.6M$32.6M
Other expenses (24a–d)Ln 24$91.5M$91.4M$52K$739
All other expensesLn 24e$22.1M$14.3M$7.0M$759K
Total functional expensesLn 25$5.84B$5.09B$736.3M$8.3M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $5.9B$5.8B$94.0M$3.2B 990 PDF
FY2023 $5.4B$5.6B−$195.0M$3.0B 990 PDF
FY2022 $5.2B$5.2B−$28.7M$3.2B 990 PDF
FY2021 $5.1B$4.8B$234.3M$3.6B 990 PDF
FY2020 $4.6B$4.5B$118.0M$3.2B 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $5,929,260,387 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $36,066,043$39,714,759
I-9 Program service revenuePrior year $5,126,375,007$5,705,588,094
I-10 Investment incomePrior year $160,411,284$108,097,428
I-11 Other revenuePrior year $60,475,486$75,860,106
I-12 Total revenuePrior year $5,383,327,820$5,929,260,387
I-13 Grants and similar amounts paidPrior year $5,890,316$5,558,480
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,452,287,205$3,452,093,721
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,120,139,785$2,377,657,836
I-18 Total expensesPrior year $5,578,317,306$5,835,310,037
I-19 Revenue less expensesPrior year −$194,989,486$93,950,350
Part VI · Governance 19 of 22 board members independent, 1 to look at
VI-1a Voting members of the governing body22
VI-1b Independent voting members19
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 $5,929,260,387 across 11 lines filed
Lines not itemized here account for $13,133,383 of total revenue; see the IRS return.
VIII-1d Related organizations$23,124,222
VIII-1e Government grants$16,327,244
VIII-1f All other contributions, gifts and grants$263,293
VIII-1g Noncash contributions (included above)$321,904
VIII-1h Total contributions, gifts and grants$39,714,759
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,705,588,094$5,705,588,094
VIII-3 Investment incomeExcluded from tax $98,478,239$98,478,239
VIII-6 Net rental income or lossExcluded from tax $5,591,339$5,591,339
VIII-7 Net gain or loss on sales of assetsExcluded from tax $9,619,189$9,619,189
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,296,479 · Unrelated business $44,838,905$57,135,384
VIII-12 Total revenueRelated to mission $5,729,178,003 · Unrelated business $46,678,858 · Excluded from tax $113,688,767$5,929,260,387
Part IX · Statement of functional expenses $5,835,310,037 across 23 lines filed
IX-1 Grants to domestic organizationsPrograms $5,245,692$5,245,692
IX-2 Grants to domestic individualsPrograms $312,788$312,788
IX-5 Pay of current officers, directors and key staffManagement $20,702,421$20,702,421
IX-7 Other salaries and wagesPrograms $2,420,331,707 · Management $240,505,024 · Fundraising $4,774,758$2,665,611,489
IX-8 Pension plan contributionsPrograms $189,958,065 · Management $20,500,686 · Fundraising $374,744$210,833,495
IX-9 Other employee benefitsPrograms $344,704,005 · Management $37,201,203 · Fundraising $680,022$382,585,230
IX-10 Payroll taxesPrograms $155,294,957 · Management $16,759,768 · Fundraising $306,361$172,361,086
IX-11a Management feesPrograms $19,169,173 · Management $129,934,596 · Fundraising $23,742$149,127,511
IX-11b Legal feesManagement $11,319,384$11,319,384
IX-11c Accounting feesManagement $1,042,367$1,042,367
IX-11g Other fees for servicesPrograms $415,205,956 · Management $84,374,485 · Fundraising $1,135,312$500,715,753
IX-12 Advertising and promotionPrograms $596,685 · Management $6,251,349 · Fundraising $34,545$6,882,579
IX-13 Office expensesPrograms $993,191,444 · Management $23,847,193 · Fundraising $105,791$1,017,144,428
IX-14 Information technologyPrograms $35,384,236 · Management $72,525,146 · Fundraising $37,909$107,947,291
IX-16 OccupancyPrograms $134,413,756 · Management $18,936,887 · Fundraising $4,661$153,355,304
IX-17 TravelPrograms $5,390,167 · Management $495,689 · Fundraising $20,300$5,906,156
IX-19 Conferences, conventions and meetingsPrograms $9,354,216 · Management $813,503 · Fundraising $559$10,168,278
IX-20 InterestPrograms $66,612,339$66,612,339
IX-21 Payments to affiliatesPrograms $213,794$213,794
IX-22 Depreciation, depletion and amortizationPrograms $157,100,383 · Management $43,947,338 · Fundraising $8,055$201,055,776
IX-23 InsurancePrograms $32,594,293$32,594,293
IX-24 Other expenses (24a–d)Programs $91,445,098 · Management $52,400 · Fundraising $739$91,498,237
IX-24e All other expensesPrograms $14,266,056 · Management $7,048,896 · Fundraising $759,394$22,074,346
IX-25 Total functional expensesPrograms $5,090,784,810 · Management $736,258,335 · Fundraising $8,266,892$5,835,310,037
Part X · Balance sheet $5,973,074,070 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $16,965,430$16,750,961
X-2 Savings and temporary cash investmentsStart of year $8,775,340$9,494,263
X-4 Accounts receivableStart of year $948,215,382$979,421,276
X-8 Inventories for sale or useStart of year $101,725,140$112,847,395
X-9 Prepaid expenses and deferred chargesStart of year $46,742,652$55,225,729
X-10c Land, buildings and equipment, netStart of year $1,669,256,048$1,809,609,771
X-12 Other securitiesStart of year $3,114,219,009$2,946,975,069
X-14 Intangible assetsStart of year $9,259,124$8,129,572
X-15 Other assetsStart of year $44,622,761$34,620,034
X-16 Total assetsStart of year $5,959,780,886$5,973,074,070
X-17 Accounts payable and accrued expensesStart of year $887,287,320$710,892,324
X-19 Deferred revenueStart of year $16,136,204$31,076,304
X-20 Tax-exempt bond liabilitiesStart of year $1,721,348,781$1,689,497,726
X-25 Other liabilitiesStart of year $346,618,214$378,140,306
X-26 Total liabilitiesStart of year $2,971,390,519$2,809,606,660
X-27 Net assets without donor restrictionsStart of year $2,979,105,375$3,153,383,173
X-28 Net assets with donor restrictionsStart of year $9,284,992$10,084,237
X-32 Total net assets or fund balancesStart of year $2,988,390,367$3,163,467,410
X-33 Total liabilities and net assetsStart of year $5,959,780,886$5,973,074,070
Part XI · Reconciliation of net assets $3,163,467,410 net assets at year end
XI-1 Total revenue$5,929,260,387
XI-2 Total expenses$5,835,310,037
XI-3 Revenue less expenses$93,950,350
XI-4 Net assets at start of year$2,988,390,367
XI-5 Net unrealized gains (losses) on investments$71,756,213
XI-9 Other changes in net assets$9,370,480
XI-10 Net assets at end of year$3,163,467,410

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

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