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Courage Kenny Foundation FY2021 filing

Minneapolis, MNUnknown exempt organization EIN 41-1952989Revenue $9.0M in FY2021

On file with the IRSallinahealth.org/giveP O Box 43 Internal Zip 10890 · Minneapolis, MN

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To raise funds and engage the community to support health and independence for those with functional limitations through Courage Kenny rehab's comprehensive continuum of transformative services, research and innovation, and public advocacy. With the foundation's support, the continuum enriches lives and provides a level of care above and beyond the core medical services provided by allina health.

75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $1.1M a year · 18% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Named funders
2
named funders · $10K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 21 voting members
Looks good: 19 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.0M
-0.5% vs prior year
Spent
$6.3M
To programs
75%
Net assets
$41.7M
By yearFY2020–FY2022
Revenue
$9.0M
FY2021▼ -0.5%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.1M
FY2021$9.0M
FY2022$1.3M
Expenses
$6.3M
FY2021▼ -22%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.1M
FY2021$6.3M
FY2022$1.6M
Net assets
$41.7M
FY2021▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$37.1M
FY2021$41.7M
FY2022$0

From the FY2021 Form 990 · 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 (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $4.7M Management & general 18% · $1.1M Fundraising 7% · $463K

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

31 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Stephen Bariteau
Director/President
$0Pt VII · Sec A
Linda Ortner
Director/President
$0Pt VII · Sec A
$0Pt VII · Sec A
Beth Becker
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Courage Kenny 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

Funds and community engagement support health and independence for those with functional limitations.

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Provided by the organization

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3 programs · $4.7M · in their own filed words · FY2021
01

Funds for programs, services, and capital improvements were approved toenhance the components of courage kenny rehabilitation institute'srehabilitative program: optimizing physical function, maximizingabilities of daily living and lessening disadvantages people may facein social roles.

$4.6Mprogram expense
02

Donation of assistive devices to be used with the patients of courage kenny rehabilitation institute.

$88Kprogram expense
03

Grants to others in the amount of $84,477 was paid to seven 501(c)(3) organizations.

$84Kprogram 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 · FY2025
Virgil Adkins Trust 117702FY2025$10K
Goodin Company FoundationFY2025$500
Total grants receivedfrom 2 funders$10K
Grants paid · 14 grants · $10.8M · 2020–2022
Allina Health SystemMN · FY2022$1,125,984
Allina Health SystemMN · FY2022$87,600
True FriendsMN · FY2022$52,974
Children's Health Care FoundationMN · FY2022$22,000
Allina Health SystemMN · FY2021$4,485,902
Allina Health SystemMN · FY2021$71,646
True FriendsMN · FY2021$53,577
Immanuel Lutheran ChurchMN · FY2021$22,000
Children's Health Care FoundationMN · FY2021$7,500
Allina Health SystemMN · FY2020$4,833,850
True FriendsMN · FY2020$38,413
Allina Health SystemMN · FY2020$11,979
Children's Health Care FoundationMN · FY2020$10,622
Immanuel Lutheran ChurchMN · FY2020$6,500

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$9.0M
Ln 12
Gifts and grantsLn 1h$8.0M
Investment incomeLn 3$1.2M
Money outPt IX
$6.3M
Ln 25
Programscol B$4.7M
Managementcol C$1.1M
Fundraisingcol D$463K
Owns and owesPt X
$41.7M
net assets · Ln 32
Total assetsLn 16$42.8M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
31
listed · VII A
PaidVII A0
Voting boardVI 1a21
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.0M
Noncash giftsLn 1g$261K
Fundraising eventsLn 1c$809K
Investment incomeLn 3$1.2M
Gains on assetsLn 7$623K
Total revenueLn 12$9.0M
Assets in detailPt X, end of year
InvestmentsLn 11–13$39.7M
Other assetsLn 15$2.8M
Total assetsLn 16$42.8M
LiabilitiesLn 26$1.1M
Net assetsLn 32$41.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 655
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 FY21End FY21
InvestmentsLn 11–13$36.4M$39.7M
Total assetsLn 16$38.1M$42.8M
LiabilitiesLn 26$1.1M$1.1M
Net assetsLn 32$37.1M$41.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.7M$4.7M
Office expensesLn 13$118K$66K$52K
Other expenses (24a–d)Ln 24$1.4M$1.0M$391K
All other expensesLn 24e$44K$25K$20K
Total functional expensesLn 25$6.3M$4.7M$1.1M$463K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $1.3M$1.6M−$290K$0 990 PDF
FY2021 Viewing $9.0M$6.3M$2.7M$41.7M 990 PDF
FY2020 $9.1M$8.1M$1.0M$37.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants M · Noncash O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $9,047,943 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,697,361$8,003,876
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,555,399$1,154,483
I-11 Other revenuePrior year $844,401−$110,416
I-12 Total revenuePrior year $9,097,161$9,047,943
I-13 Grants and similar amounts paidPrior year $4,970,699$4,729,921
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 $3,121,497$1,587,404
I-18 Total expensesPrior year $8,092,196$6,317,325
I-19 Revenue less expensesPrior year $1,004,965$2,730,618
Part VI · Governance 19 of 21 board members independent, 1 to look at
VI-1a Voting members of the governing body21
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 $9,047,943 across 10 lines filed
Lines not itemized here account for −$55,366 of total revenue; see the IRS return.
VIII-1a Federated campaigns$21,484
VIII-1c Fundraising events$809,086
VIII-1d Related organizations$610,574
VIII-1f All other contributions, gifts and grants$6,562,732
VIII-1g Noncash contributions (included above)$260,531
VIII-1h Total contributions, gifts and grants$8,003,876
VIII-3 Investment incomeExcluded from tax $531,314$531,314
VIII-7 Net gain or loss on sales of assetsExcluded from tax $623,169$623,169
VIII-8 Net income from fundraising eventsExcluded from tax −$55,050−$55,050
VIII-12 Total revenueRelated to mission −$55,366 · Unrelated business $0 · Excluded from tax $1,099,433$9,047,943
Part IX · Statement of functional expenses $6,317,325 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $4,729,921$4,729,921
IX-13 Office expensesManagement $65,813 · Fundraising $51,710$117,523
IX-24 Other expenses (24a–d)Management $1,034,249 · Fundraising $391,301$1,425,550
IX-24e All other expensesManagement $24,825 · Fundraising $19,506$44,331
IX-25 Total functional expensesPrograms $4,729,921 · Management $1,124,887 · Fundraising $462,517$6,317,325
Part X · Balance sheet $42,769,363 assets, 10 lines filed
X-3 Pledges and grants receivableStart of year $176,187$270,332
X-12 Other securitiesStart of year $36,369,307$39,748,798
X-15 Other assetsStart of year $1,465,604$2,750,233
X-16 Total assetsStart of year $38,134,298$42,769,363
X-25 Other liabilitiesStart of year $1,076,741$1,073,766
X-26 Total liabilitiesStart of year $1,076,741$1,073,766
X-27 Net assets without donor restrictionsStart of year $7,726,399$8,328,954
X-28 Net assets with donor restrictionsStart of year $29,331,158$33,366,643
X-32 Total net assets or fund balancesStart of year $37,057,557$41,695,597
X-33 Total liabilities and net assetsStart of year $38,134,298$42,769,363
Part XI · Reconciliation of net assets $41,695,597 net assets at year end
XI-1 Total revenue$9,047,943
XI-2 Total expenses$6,317,325
XI-3 Revenue less expenses$2,730,618
XI-4 Net assets at start of year$37,057,557
XI-5 Net unrealized gains (losses) on investments$1,899,635
XI-9 Other changes in net assets$7,787
XI-10 Net assets at end of year$41,695,597

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

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