Stratis Health

Tax-deductible

Bloomington, MN501(c)(3)Since 1971Foundations & GrantmakersEIN 41-0971557Revenue $6.8M in FY2025

On file with the IRSstratishealth.org2901 Metro Dr Ste 400, 55425-1558 · Bloomington, MNTax-exempt since Dec 1982Publicly supported charity — 170(b)(1)(A)(vi)

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Stratis Health is a non-profit organization that leads collaboration and innovation is Health care quality and safety, and serves as a trusted expert in facilitating improvement for people and communities.

501(c)(3) charity; gifts are tax-deductible.
51¢ of each $1 spent went to programs.
Run by 16 volunteers and 47 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $414K a year · 6% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
51%
of spending
Worth a look: 51% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 19% of spending
Top officer’s pay higher than 97% of similar orgs
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$856K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.8M
-9% vs prior year
Spent
$7.5M
To programs
51%
Net assets
$4.1M
By yearFY2020–FY2025
Revenue
$6.8M
FY2025▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.1M
FY2021$5.8M
FY2022$6.3M
FY2024$7.4M
FY2025$6.8M
Expenses
$7.5M
FY2025▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.8M
FY2021$6.0M
FY2022$6.3M
FY2024$7.9M
FY2025$7.5M
Net assets
$4.1M
FY2025▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.3M
FY2021$4.6M
FY2022$4.5M
FY2024$4.4M
FY2025$4.1M

From the FY2025 Form 990 (year ending July 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1982.

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

Where the money goes

51 cents of each dollar spent went to programs.

Program services 51% · $3.8M Management & general 49% · $3.7M

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

23 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$323,898Pt VII · Sec A
Chief Medical Quality Officer
$230,307Pt VII · Sec A
Senior VP, Administration/Compliance Officer
$221,472Pt VII · Sec A
VP, Finance/CFO
$180,570Pt VII · Sec A
VP, Business Solutions & Innovation
$174,148Pt VII · Sec A
Senior VP, Quality & Patient Safety
$154,035Pt VII · Sec A
Director, Program Management
$146,850Pt VII · Sec A
Director (through 3/31/2025)
$0Pt VII · Sec A

Jennifer P Lundblad PHD MBA’s $324K as President & CEO is at the 97th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking 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

NameFY2025FY2024FY2022FY2021FY2020
Jennifer P Lundblad PHD MBA$323,898$312,461$280,345$270,886$280,649
Jane Pederson MD$230,307$228,641$206,756$220,334$226,767
Catherine Weik Mal Sphr$221,472$213,872$189,761$183,356$189,716
Elizabeth Jeppesen RN Bsn$154,035$199,593$178,279$172,003$174,137
Michael J Novak$180,570$177,709$160,246$154,713$160,298
Susan K Severson Cphit Cpher$174,148$164,679$145,876——
Kimberly McCoy$146,850$139,060———
Susan K Severson Cphit Cpehr———$137,246$142,620

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves healthcare quality and safety through collaboration and innovation.

Questions for Stratis Health

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Provided by the organization

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1 program · $2.5M · in their own filed words · FY2024
01

See schedule o.

$2.5Mprogram 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 · FY2023
Total grants receivedfrom 1 funder$20K
Grants paid · 15 grants · $1.2M · 2019–2024
Neighborhood HouseMN · FY2024$10,000
Mi Casa MNMN · FY2023$20,000
Pillsbury United CommunitiesMN · FY2021$20,000
Hue-Man PartnershipsMN · FY2021$15,000
Visions Merging (dba Gray Matter)FY2021$10,000
Annex Teen Clinic INCMN · FY2021$10,000
Center for Economic InclusionFY2020$10,000
MproFY2019$620,855
Metastar INCWI · FY2019$380,160

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$6.8M
Ln 12
Gifts and grantsLn 1h$6.0M
Fees for servicesLn 2g$775K
Money outPt IX
$7.5M
Ln 25
Programscol B$3.8M
Managementcol C$3.7M
Owns and owesPt X
$4.1M
net assets · Ln 32
Cash and savingsLn 1–2$850K
Total assetsLn 16$5.0M
LiabilitiesLn 26$856K
PeoplePt VI, VII
23
listed · VII A
PaidVII A7
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.0M
Government grantsLn 1e$6.0M
Fees for servicesLn 2g$775K
Total revenueLn 12$6.8M
Assets in detailPt X, end of year
CashLn 1$850K
Cash and savings togetherLn 1–2$850K
InvestmentsLn 11–13$2.3M
Land, buildings, equipmentLn 10c$18K
Other assetsLn 15$144K
Total assetsLn 16$5.0M
LiabilitiesLn 26$856K
Net assetsLn 32$4.1M
OperationsPt I, VI
EmployeesI 547
VolunteersI 616
Fiscal year endsHeaderJuly
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 FY25End FY25
Cash and savingsLn 1–2$803K$850K
InvestmentsLn 11–13$2.9M$2.3M
Land, buildings, equipmentLn 10c$18K$18K
Total assetsLn 16$5.3M$5.0M
LiabilitiesLn 26$888K$856K
Net assetsLn 32$4.4M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$55K$55K
Pay of current officers, directors and key staffLn 5$1.4M$635K$796K
Other salaries and wagesLn 7$2.7M$1.2M$1.5M
Pension plan contributionsLn 8$139K$83K$56K
Other employee benefitsLn 9$1.6M$935K$627K
Payroll taxesLn 10$313K$187K$126K
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$39K$39K
Other fees for servicesLn 11g$677K$405K$272K
OccupancyLn 16$177K$106K$71K
Conferences, conventions and meetingsLn 19$37K$22K$15K
Depreciation, depletion and amortizationLn 22$22K$13K$9K
InsuranceLn 23$64K$64K
Other expenses (24a–d)Ln 24$266K$159K$107K
Total functional expensesLn 25$7.5M$3.8M$3.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $6.8M$7.5M−$743K$4.1M 990 PDF
FY2024 $7.4M$7.9M−$467K$4.4M 990 PDF
FY2023 Not on file
FY2022 $6.3M$6.3M$77K$4.5M 990 PDF
FY2021 $5.8M$6.0M−$218K$4.6M 990 PDF
FY2020 $7.1M$7.8M−$720K$4.3M 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 FY2025 990 (6 parts)
Part I · Summary $6,775,937 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,751,035$6,001,329
I-9 Program service revenuePrior year $686,510$774,608
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $7,437,545$6,775,937
I-13 Grants and similar amounts paidPrior year $45,000$55,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,098,968$6,164,919
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,760,282$1,299,196
I-18 Total expensesPrior year $7,904,250$7,519,115
I-19 Revenue less expensesPrior year −$466,705−$743,178
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $6,775,937 across 4 lines filed
VIII-1e Government grants$6,001,329
VIII-1h Total contributions, gifts and grants$6,001,329
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $774,608$774,608
VIII-12 Total revenueRelated to mission $774,608 · Unrelated business $0 · Excluded from tax $0$6,775,937
Part IX · Statement of functional expenses $7,519,115 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $55,000$55,000
IX-5 Pay of current officers, directors and key staffPrograms $635,496 · Management $795,784$1,431,280
IX-7 Other salaries and wagesPrograms $1,207,170 · Management $1,511,646$2,718,816
IX-8 Pension plan contributionsPrograms $83,395 · Management $55,971$139,366
IX-9 Other employee benefitsPrograms $934,774 · Management $627,375$1,562,149
IX-10 Payroll taxesPrograms $187,480 · Management $125,828$313,308
IX-11b Legal feesManagement $17,136$17,136
IX-11c Accounting feesManagement $39,003$39,003
IX-11g Other fees for servicesPrograms $404,974 · Management $271,799$676,773
IX-16 OccupancyPrograms $105,736 · Management $70,965$176,701
IX-19 Conferences, conventions and meetingsPrograms $22,382 · Management $15,021$37,403
IX-22 Depreciation, depletion and amortizationPrograms $12,887 · Management $8,649$21,536
IX-23 InsuranceManagement $64,377$64,377
IX-24 Other expenses (24a–d)Programs $159,331 · Management $106,936$266,267
IX-25 Total functional expensesPrograms $3,808,625 · Management $3,710,490 · Fundraising $0$7,519,115
Part X · Balance sheet $4,956,232 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $802,780$850,491
X-3 Pledges and grants receivableStart of year $694,798$715,774
X-4 Accounts receivableStart of year $655,359$811,981
X-9 Prepaid expenses and deferred chargesStart of year $71,817$101,022
X-10c Land, buildings and equipment, netStart of year $18,477$18,168
X-11 Publicly traded securitiesStart of year $2,928,985$2,315,024
X-15 Other assetsStart of year $160,614$143,772
X-16 Total assetsStart of year $5,332,830$4,956,232
X-17 Accounts payable and accrued expensesStart of year $681,834$644,464
X-19 Deferred revenueStart of year $42,888$67,413
X-25 Other liabilitiesStart of year $163,257$144,371
X-26 Total liabilitiesStart of year $887,979$856,248
X-27 Net assets without donor restrictionsStart of year $4,444,851$4,099,984
X-32 Total net assets or fund balancesStart of year $4,444,851$4,099,984
X-33 Total liabilities and net assetsStart of year $5,332,830$4,956,232
Part XI · Reconciliation of net assets $4,099,984 net assets at year end
XI-1 Total revenue$6,775,937
XI-2 Total expenses$7,519,115
XI-3 Revenue less expenses−$743,178
XI-4 Net assets at start of year$4,444,851
XI-5 Net unrealized gains (losses) on investments$199,039
XI-8 Prior period adjustments$199,272
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,099,984

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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