Augustana Care FY2023 filing

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To provide healthcare, housing and commmunity services for the elderly.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$751K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
2 of 5
filings with a surplus
Average deficit $153K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$751K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $2.8M
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$105.3M
92% of total assets
Concern: liabilities are 92% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$69.5M
+15% vs prior year
Spent
$66.7M
To programs
79%
Net assets
$8.7M
By yearFY2020–FY2024
Revenue
$69.5M
FY2023▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$60.0M
FY2021$61.0M
FY2022$60.6M
FY2023$69.5M
FY2024$75.3M
Expenses
$66.7M
FY2023▲ +0.6%
Tap a bar for its year
Expenses by fiscal year
FY2020$60.2M
FY2021$61.6M
FY2022$66.3M
FY2023$66.7M
FY2024$72.4M
Net assets
$8.7M
FY2023▲ +49%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.4M
FY2021$11.4M
FY2022$5.8M
FY2023$8.7M
FY2024$15.1M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 Sep 1992.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $52.9M Management & general 21% · $13.8M

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

20 people listed on the 990; $751K paid to officers and key staff.

Part VII, Section A · reportable compensation
Administrator
$206,143Pt VII · Sec A
Director of Nursing
$145,233Pt VII · Sec A
Caregiver
$142,361Pt VII · Sec A
$132,726Pt VII · Sec A
Certified Nursing Assistant
$124,926Pt VII · Sec A
$0Pt VII · Sec A
Chair (through March 2023)
$0Pt VII · Sec A
Director & Chair
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Shelly Cornish$206,143$189,657$206,359$200,252
Johnna Long$145,233$120,265——
Tess Smith—$142,768——
James Flah$142,361———
Ivo Blaze Andric Vicera$132,726———
Samson Matoke$124,926$109,794$104,080—
Shawna Smith—$122,860$119,257$120,623
Brianne Wolters——$109,087$120,583

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

Offers healthcare, housing, and community support for seniors.

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Provided by the organization

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3 programs · $52.9M · in their own filed words · FY2023
01

Augustana care was organized for the purpose of operating assisted living facilities for the elderly. Augustana elk run assisted living is located in evergreen, co and has 62 units. Augustana regent is located in burnsville, MN and has 150 units. Augustana oakview care is located in moose lake, MN and has 30 units.

$26.2Mprogram expense
02

Augustana care was organized for the purpose of providing nursing home care for the elderly. Augustana mercy health care center located in moose lake, MN has 72 beds. Augustana lakeside health care center is located in dassel, MN and has 54 beds. Castle peak senior living is located in eagle, co and has 44 beds.

$17.0Mprogram expense
03

Augustana care applies its experience and in-depth knowledge of the health care field to provide management services for other organizations. Augustana cash management company, LLC, manages the cash inflows and outflows for the augustana care subsidiaries.

$9.7Mprogram 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
Total grants receivedfrom 2 funders$2.8M
Grants paid · 10 grants · $3.1M · 2020–2023
Unitemized GrantFY2023$10,014
Augustana Chapel View Homes INCMN · FY2022$1,600,000
Augustana Senior DevelopmentFY2022$260,000
Unitemized GrantFY2022$33,810
Augustana Community PartnersMN · FY2021$363,482
Unitemized GrantFY2021$37,442
Augustana Home of HastingsMN · FY2020$100,000
Unitemized GrantFY2020$25,419

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$69.5M
Ln 12
Fees for servicesLn 2g$61.3M
Gifts and grantsLn 1h$6.4M
Other incomeLn 4–11$1.7M
Money outPt IX
$66.7M
Ln 25
Programscol B$52.9M
Managementcol C$13.8M
Owns and owesPt X
$8.7M
net assets · Ln 32
Cash and savingsLn 1–2$10.2M
Total assetsLn 16$114.0M
LiabilitiesLn 26$105.3M
PeoplePt VI, VII
20
listed · VII A
PaidVII A5
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.4M
Government grantsLn 1e$869K
Fees for servicesLn 2g$61.3M
Investment incomeLn 3$105K
Other incomeLn 4–11$1.7M
Total revenueLn 12$69.5M
Assets in detailPt X, end of year
CashLn 1$9.2M
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$10.2M
InvestmentsLn 11–13$3.8M
Land, buildings, equipmentLn 10c$65.9M
Other assetsLn 15$29.5M
Total assetsLn 16$114.0M
LiabilitiesLn 26$105.3M
Net assetsLn 32$8.7M
OperationsPt I, VI
EmployeesI 51,822
VolunteersI 668
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$47.7M
Bond issues listedSch K Pt I8
Raised by those issuesSch K Pt I$72.1M
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$2.9M$142K$149K$149K$149K
Given inLn 1b$2.7M
SpentLn 1d–1f$10K$10K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$7.8M$10.2M
InvestmentsLn 11–13$3.3M$3.8M
Land, buildings, equipmentLn 10c$68.7M$65.9M
Total assetsLn 16$112.4M$114.0M
LiabilitiesLn 26$106.6M$105.3M
Net assetsLn 32$5.8M$8.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$10K$10K
Other salaries and wagesLn 7$38.1M$31.5M$6.6M
Pension plan contributionsLn 8$318K$263K$55K
Other employee benefitsLn 9$3.0M$2.5M$525K
Payroll taxesLn 10$2.0M$1.6M$341K
Management feesLn 11a$2.7M$2.7M
Legal feesLn 11b$129K$129K
Accounting feesLn 11c$102K$102K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$5.1M$4.8M$331K
Advertising and promotionLn 12$647K$647K
Office expensesLn 13$741K$372K$369K
Information technologyLn 14$325K$36K$289K
OccupancyLn 16$1.7M$1.6M$174K
TravelLn 17$160K$15K$144K
Conferences, conventions and meetingsLn 19$166K$166K
InterestLn 20$2.3M$2.0M$225K
Depreciation, depletion and amortizationLn 22$3.6M$3.2M$359K
InsuranceLn 23$560K$504K$56K
Other expenses (24a–d)Ln 24$4.6M$4.4M$257K
All other expensesLn 24e$429K$429K
Total functional expensesLn 25$66.7M$52.9M$13.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $75.3M$72.4M$2.9M$15.1M 990 PDF
FY2023 ViewingFiled with the IRS Oct 31, 2024 $69.5M$66.7M$2.8M$8.7M 990 PDF
FY2022 $60.6M$66.3M−$5.7M$5.8M 990 PDF
FY2021Filed with the IRS Nov 10, 2022 $61.0M$61.6M−$629K$11.4M 990 PDF
FY2020Filed with the IRS Nov 8, 2021 $60.0M$60.2M−$246K$12.4M 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 J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $69,534,407 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,344,084$6,381,973
I-9 Program service revenuePrior year $57,742,855$61,318,345
I-10 Investment incomePrior year $195,995$104,668
I-11 Other revenuePrior year $1,343,893$1,729,421
I-12 Total revenuePrior year $60,626,827$69,534,407
I-13 Grants and similar amounts paidPrior year $1,893,810$10,014
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $43,035,025$43,412,380
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $21,364,026$23,273,169
I-18 Total expensesPrior year $66,292,861$66,695,563
I-19 Revenue less expensesPrior year −$5,666,034$2,838,844
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $69,534,407 across 9 lines filed
Lines not itemized here account for $126,749 of total revenue; see the IRS return.
VIII-1d Related organizations$5,476,788
VIII-1e Government grants$869,028
VIII-1f All other contributions, gifts and grants$36,157
VIII-1h Total contributions, gifts and grants$6,381,973
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $48,319,884 · Unrelated business $12,998,461$61,318,345
VIII-3 Investment incomeExcluded from tax $104,668$104,668
VIII-6 Net rental income or lossUnrelated business −$15,991 · Excluded from tax −$225,452−$241,443
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,844,115$1,844,115
VIII-12 Total revenueRelated to mission $48,319,884 · Unrelated business $12,982,470 · Excluded from tax $1,850,080$69,534,407
Part IX · Statement of functional expenses $66,695,563 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $10,014$10,014
IX-7 Other salaries and wagesPrograms $31,502,358 · Management $6,579,843$38,082,201
IX-8 Pension plan contributionsPrograms $262,986 · Management $54,929$317,915
IX-9 Other employee benefitsPrograms $2,515,057 · Management $525,316$3,040,373
IX-10 Payroll taxesPrograms $1,631,188 · Management $340,703$1,971,891
IX-11a Management feesManagement $2,654,579$2,654,579
IX-11b Legal feesManagement $128,975$128,975
IX-11c Accounting feesManagement $101,826$101,826
IX-11f Investment management feesManagement $4,087$4,087
IX-11g Other fees for servicesPrograms $4,801,112 · Management $330,694$5,131,806
IX-12 Advertising and promotionManagement $647,312$647,312
IX-13 Office expensesPrograms $371,971 · Management $369,264$741,235
IX-14 Information technologyPrograms $35,660 · Management $289,015$324,675
IX-16 OccupancyPrograms $1,563,907 · Management $173,767$1,737,674
IX-17 TravelPrograms $15,100 · Management $144,458$159,558
IX-19 Conferences, conventions and meetingsManagement $165,577$165,577
IX-20 InterestPrograms $2,026,310 · Management $225,146$2,251,456
IX-22 Depreciation, depletion and amortizationPrograms $3,228,007 · Management $358,667$3,586,674
IX-23 InsurancePrograms $504,238 · Management $56,026$560,264
IX-24 Other expenses (24a–d)Programs $4,391,722 · Management $257,019$4,648,741
IX-24e All other expensesManagement $428,730$428,730
IX-25 Total functional expensesPrograms $52,859,630 · Management $13,835,933 · Fundraising $0$66,695,563
Part X · Balance sheet $113,982,191 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $7,228,879$9,189,616
X-2 Savings and temporary cash investmentsStart of year $560,429$1,050,465
X-3 Pledges and grants receivableStart of year $426,642$398,755
X-4 Accounts receivableStart of year $4,954,288$4,144,615
X-9 Prepaid expenses and deferred chargesStart of year $39,262$65,608
X-10c Land, buildings and equipment, netStart of year $68,742,044$65,873,388
X-12 Other securitiesStart of year $1,603,266$1,525,826
X-13 Program-related investmentsStart of year $1,704,316$2,250,895
X-15 Other assetsStart of year $26,690,674$29,483,023
X-16 Total assetsStart of year $112,399,800$113,982,191
X-17 Accounts payable and accrued expensesStart of year $5,573,069$5,519,205
X-19 Deferred revenue$861,692
X-20 Tax-exempt bond liabilitiesStart of year $48,282,908$47,650,548
X-25 Other liabilitiesStart of year $36,901,480$35,566,100
X-26 Total liabilitiesStart of year $106,565,931$105,272,048
X-27 Net assets without donor restrictionsStart of year $5,582,963$5,711,965
X-28 Net assets with donor restrictionsStart of year $250,906$2,998,178
X-32 Total net assets or fund balancesStart of year $5,833,869$8,710,143
X-33 Total liabilities and net assetsStart of year $112,399,800$113,982,191
Part XI · Reconciliation of net assets $8,710,143 net assets at year end
XI-1 Total revenue$69,534,407
XI-2 Total expenses$66,695,563
XI-3 Revenue less expenses$2,838,844
XI-4 Net assets at start of year$5,833,869
XI-5 Net unrealized gains (losses) on investments$37,430
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,710,143

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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