Stratis Health FY2021 filing

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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.
52¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $3.4M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $3.4M in investments.
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
$629K
12% of total assets
Looks good: liabilities are 12% 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
$5.8M
-18% vs prior year
Spent
$6.0M
To programs
52%
Net assets
$4.6M
By yearFY2020–FY2025
Revenue
$5.8M
FY2021▼ -18%
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
$6.0M
FY2021▼ -23%
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
$4.6M
FY2021▲ +7%
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 FY2021 Form 990 (year ending July 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

52 cents of each dollar spent went to programs.

Program services 52% · $3.1M Management & general 48% · $2.9M

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

27 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$270,886Pt VII · Sec A
Chief Medical Quality Offi
$220,334Pt VII · Sec A
$183,356Pt VII · Sec A
Senior VP Quality
$172,003Pt VII · Sec A
VP Finance/CFO
$154,713Pt VII · Sec A
VP Health Information Tech
$137,246Pt VII · Sec A
Business Development Direc
$122,874Pt VII · Sec A
$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.

See Stratis Health 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

Improves healthcare quality and safety through collaboration and innovation.

Questions for Stratis Health

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1 program · $3.1M · in their own filed words · FY2020
01

See schedule o.

$3.1Mprogram 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

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jul 2025 · $4.2M federal money spent
Quality Innovation Network - Quality Improvement OrganizationDepartment of Health and Human Services · ALN 93.U01 · Through Shqa$1.3M
American Indian/Alaska Native Healthcare Quality Initiative (qio)Department of Health and Human Services · ALN 93.U03 · Through Comagine Health$667K
Rural Health Research CentersDepartment of Health and Human Services · ALN 93.155 · Through National Rural Health Resource Center and 1 more$544K
State Rural Hospital Flexibility ProgramDepartment of Health and Human Services · ALN 93.241 · Through Minnesota Department of Health and 5 more$507K
Congressional DirectivesDepartment of Health and Human Services · ALN 93.493 · Direct$375K

Plus 7 smaller programs.

The auditor reported no findings.

Year ending Jul 2024 · $4.3M federal money spent
Quality Innovation Network - Quality Improvement OrganizationDepartment of Health and Human Services · ALN 93.U01 · Through Shqa$3.0M
American Indian/Alaska Native Healthcare Quality Initiative (aihqi)Department of Health and Human Services · ALN 93.U02 · Through Comagine Health$645K
Rural Health Care Services Outreach, Rural Health Network Development and Small Health Care Provider Quality ImprovementDepartment of Health and Human Services · ALN 93.912 · Through University of Iowa and 2 more$287K
Rural Health Research CentersDepartment of Health and Human Services · ALN 93.155 · Direct and through University of Iowa$239K
State Rural Health Flexibility ProgramDepartment of Health and Human Services · ALN 93.241 · Through University of Minnesota$105K

Plus 3 smaller programs.

The auditor reported no findings.

Year ending Jul 2023 · $4.5M federal money spent
Quality Innovation Network - Quality Improvement OrganizationDepartment of Health and Human Services · ALN 93.U01 · Through Shqa$2.2M
Rural Health Research CentersDepartment of Health and Human Services · ALN 93.155 · Direct and through University of Iowa$1.1M
American Indian/Alaska Native Healthcare Quality Initiative (aihqi)Department of Health and Human Services · ALN 93.U02 · Through Comagine Health$525K
Opioid StrDepartment of Health and Human Services · ALN 93.788 · Through Minnesota Department of Human Services$472K
Rural Health Care Services Outreach, Rural Health Network Development and Small Health Care Provider Quality ImprovementDepartment of Health and Human Services · ALN 93.912 · Through Minnesota Department of Health$222K

The auditor reported no findings.

Year ending Jul 2022 · $4.5M federal money spent
Quality Innovation Network - Quality Improvement OrganizationDepartment of Health and Human Services · ALN 93.U01 · Through Shqa$2.1M
Rural Health Research CentersDepartment of Health and Human Services · ALN 93.155 · Direct and through Through University of Iowa$856K
Opioid StrDepartment of Health and Human Services · ALN 93.788 · Through Samhsa$562K
National Nursing Home Covid Action NetworkDepartment of Health and Human Services · ALN 93.U02 · Through Shqa$561K
Rural Health Care Services Outreach, Rural Health Network Development and Small Health Care Provider Quality ImprovementDepartment of Health and Human Services · ALN 93.912 · Direct$214K

Plus 1 smaller program.

The auditor reported no findings.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$5.8M
Ln 12
Gifts and grantsLn 1h$3.7M
Fees for servicesLn 2g$2.1M
Investment incomeLn 3$214
Money outPt IX
$6.0M
Ln 25
Programscol B$3.1M
Managementcol C$2.9M
Owns and owesPt X
$4.6M
net assets · Ln 32
Cash and savingsLn 1–2$446K
Total assetsLn 16$5.3M
LiabilitiesLn 26$629K
PeoplePt VI, VII
27
listed · VII A
PaidVII A7
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.7M
Government grantsLn 1e$3.7M
Fees for servicesLn 2g$2.1M
Investment incomeLn 3$214
Total revenueLn 12$5.8M
Assets in detailPt X, end of year
CashLn 1$446K
Cash and savings togetherLn 1–2$446K
Pledges and grants receivableLn 3$697K
Accounts receivableLn 4$627K
Prepaid expenses and deferred chargesLn 9$123K
Land, buildings, equipmentLn 10c$30K
InvestmentsLn 11–13$3.4M
Total assetsLn 16$5.3M
LiabilitiesLn 26$629K
Net assetsLn 32$4.6M
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 FY21End FY21
Cash and savingsLn 1–2$825K$446K
InvestmentsLn 11–13$2.9M$3.4M
Land, buildings, equipmentLn 10c$52K$30K
Total assetsLn 16$5.3M$5.3M
LiabilitiesLn 26$929K$629K
Net assetsLn 32$4.3M$4.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$14K$14K
Pay of current officers, directors and key staffLn 5$465K$276K$189K
Other salaries and wagesLn 7$2.7M$1.4M$1.3M
Pension plan contributionsLn 8$109K$55K$54K
Other employee benefitsLn 9$1.2M$605K$573K
Payroll taxesLn 10$299K$154K$146K
Management feesLn 11a$17K$17K
Accounting feesLn 11c$26K$26K
Investment management feesLn 11f$17K$17K
Other fees for servicesLn 11g$449K$238K$211K
Office expensesLn 13$55K$44K$11K
OccupancyLn 16$354K$198K$156K
Conferences, conventions and meetingsLn 19$7K$7K
Depreciation, depletion and amortizationLn 22$23K$12K$10K
InsuranceLn 23$49K$49K
Other expenses (24a–d)Ln 24$266K$163K$103K
Total functional expensesLn 25$6.0M$3.1M$2.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 5, 2026 $6.8M$7.5M−$743K$4.1M 990 PDF
FY2024Filed with the IRS May 6, 2025 $7.4M$7.9M−$467K$4.4M 990 PDF
FY2023 Not on file
FY2022Filed with the IRS Jun 13, 2023 $6.3M$6.3M$77K$4.5M 990 PDF
FY2021 ViewingFiled with the IRS Jun 10, 2022 $5.8M$6.0M−$218K$4.6M 990 PDF
FY2020Filed with the IRS May 28, 2021 $7.1M$7.8M−$720K$4.3M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $5,800,389 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,192,480$3,745,443
I-9 Program service revenuePrior year $1,774,848$2,054,732
I-10 Investment incomePrior year $119,133$214
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $7,086,461$5,800,389
I-13 Grants and similar amounts paidPrior year $1,003,515$13,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,258,016$4,742,517
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,545,312$1,262,190
I-18 Total expensesPrior year $7,806,843$6,018,207
I-19 Revenue less expensesPrior year −$720,382−$217,818
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 $5,800,389 across 5 lines filed
VIII-1e Government grants$3,745,443
VIII-1h Total contributions, gifts and grants$3,745,443
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,054,732$2,054,732
VIII-3 Investment incomeExcluded from tax $214$214
VIII-12 Total revenueRelated to mission $2,054,732 · Unrelated business $0 · Excluded from tax $214$5,800,389
Part IX · Statement of functional expenses $6,018,207 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $13,500$13,500
IX-5 Pay of current officers, directors and key staffPrograms $276,212 · Management $188,560$464,772
IX-7 Other salaries and wagesPrograms $1,353,429 · Management $1,338,087$2,691,516
IX-8 Pension plan contributionsPrograms $54,656 · Management $54,180$108,836
IX-9 Other employee benefitsPrograms $605,304 · Management $572,784$1,178,088
IX-10 Payroll taxesPrograms $153,596 · Management $145,709$299,305
IX-11a Management feesManagement $17,167$17,167
IX-11c Accounting feesManagement $26,421$26,421
IX-11f Investment management feesManagement $17,167$17,167
IX-11g Other fees for servicesPrograms $237,527 · Management $211,262$448,789
IX-13 Office expensesPrograms $44,221 · Management $10,739$54,960
IX-16 OccupancyPrograms $198,186 · Management $155,689$353,875
IX-19 Conferences, conventions and meetingsPrograms $6,730$6,730
IX-22 Depreciation, depletion and amortizationPrograms $12,336 · Management $10,177$22,513
IX-23 InsuranceManagement $48,688$48,688
IX-24 Other expenses (24a–d)Programs $162,885 · Management $102,995$265,880
IX-25 Total functional expensesPrograms $3,118,582 · Management $2,899,625 · Fundraising $0$6,018,207
Part X · Balance sheet $5,273,023 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $825,059$446,253
X-3 Pledges and grants receivableStart of year $831,440$696,889
X-4 Accounts receivableStart of year $541,564$626,671
X-9 Prepaid expenses and deferred chargesStart of year $90,321$122,652
X-10c Land, buildings and equipment, netStart of year $52,199$29,683
X-11 Publicly traded securitiesStart of year $2,936,924$3,350,875
X-16 Total assetsStart of year $5,277,507$5,273,023
X-17 Accounts payable and accrued expensesStart of year $888,828$531,691
X-19 Deferred revenueStart of year $40,520$96,858
X-26 Total liabilitiesStart of year $929,348$628,549
X-27 Net assets without donor restrictionsStart of year $4,344,866$4,644,474
X-28 Net assets with donor restrictionsStart of year $3,293$0
X-32 Total net assets or fund balancesStart of year $4,348,159$4,644,474
X-33 Total liabilities and net assetsStart of year $5,277,507$5,273,023
Part XI · Reconciliation of net assets $4,644,474 net assets at year end
XI-1 Total revenue$5,800,389
XI-2 Total expenses$6,018,207
XI-3 Revenue less expenses−$217,818
XI-4 Net assets at start of year$4,348,159
XI-5 Net unrealized gains (losses) on investments$514,133
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,644,474

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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