Essentia Health Foundation is located in Duluth, MN. The organization was established in 2009. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. As of 06/2021, Essentia Health Foundation employed 19 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Essentia Health Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Essentia Health Foundation generated $7.8m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 12.7% each year . All expenses for the organization totaled $4.8m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Essentia Health Foundation has awarded 144 individual grants totaling $18,419,119. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES BY FOSTERING CHARITABLE SUPPORT FOR PATIENT CARE. ESSENTIA HEALTH FOUNDATION SERVES AS AN UMBRELLA FOR LOCAL FOUNDATIONS WITHIN THE ESSENTIA HEALTH SYSTEM, BUILDING ON COMMON STRENGTHS AND PROVIDING ECONOMIES OF SCALE. OUR GOALS INCLUDE BUILDING UPON OUR CULTURE OF PHILANTHROPY, INCREASING FUNDRAISING, ACTING AS A RESOURCE TO LOCAL FOUNDATIONS AND THE ESSENTIA SYSTEM, AND REDUCING COSTS TO LOCAL FOUNDATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ESSENTIA HEALTH FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS PURPOSES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF CERTAIN ESSENTIA HEALTH SUPPORTED ORGANIZATIONS, AND OF THE TAX-EXEMPT ENTITIES IDENTIFIED AS SUPPORTED ORGANIZATIONS IN THEIR RESPECTIVE ARTICLES OF INCORPORATION.ESSENTIA HEALTH FOUNDATION FACILITATES CHARITABLE FUNDRAISING FOR AND ON BEHALF OF CERTAIN ESSENTIA HEALTH SUPPORTED ORGANIZATIONS. FUNDRAISING IS CONDUCTED BY DIRECT MAIL, SPECIAL EVENTS, GRANTS FROM FOUNDATIONS AND DONATIONS FROM INDIVIDUALS. COMPANIES, FOUNDATIONS, INDIVIDUALS, PHYSICIANS, AND STAFF PARTICIPATE BY GIVING TO THE FOUNDATION. DONATIONS ARE GIVEN FOR A WIDE RANGE OF CHARITABLE NEEDS OF EACH OF THE SUPPORTED ORGANIZATIONS INCLUDING PATIENT COMPASSIONATE CARE INITIATIVES, CAPITAL IMPROVEMENTS, EQUIPMENT AND SUPPLIES, COMMUNITY EDUCATION AND OUTREACH, RESEARCH, AND EMPLOYEE ASSISTANCE. ESSENTIA HEALTH FOUNDATION PROVIDES PROGRAMMATIC SUPPORT THROUGH DISBURSEMENT OF FOUNDATION FUNDS TO PROGRAMS ADMINISTERED BY ESSENTIA HEALTH RELATED ORGANIZATIONS TO BENEFIT PATIENTS, FAMILIES AND STAFF ADVANCING OUR MISSION.IN TOTAL, $3 MILLION WAS GIVEN TO THE FOUNDATION IN 2021 BY NEARLY 5,000 DONORS, MOST OF WHOM RESIDE IN COMMUNITIES SERVED BY ESSENTIA HEALTH. THE FOUNDATION'S LOCAL ADVISORY BOARDS DISTRIBUTED $2.3 MILLION TO ITS SUPPORTED ORGANIZATIONS AND COMMUNITY PROGRAMS WHICH IMPROVE COMMUNITY HEALTH. THE ORGANIZATIONS ESSENTIA HEALTH FOUNDATION SUPPORTS PROVIDE HEALTH CARE SERVICES TO THE GENERAL PUBLIC AS PART OF ESSENTIA HEALTH.ESSENTIA HEALTH IS AN INTEGRATED HEALTH SYSTEM SERVING PATIENTS IN MINNESOTA, WISCONSIN, AND NORTH DAKOTA. HEADQUARTERED IN DULUTH, MINNESOTA, ESSENTIA HEALTH COMBINES THE STRENGTHS AND TALENTS OF OVER 14,000 EMPLOYEES, INCLUDING MORE THAN 2,000 PHYSICIANS AND ADVANCED PRACTITIONERS, WHO SERVE ITS PATIENTS AND COMMUNITIES THROUGH THE MISSION OF BEING CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. ESSENTIA HEALTH, WHICH INCLUDES MANY CATHOLIC FACILITIES, IS GUIDED BY THE VALUES OF QUALITY, HOSPITALITY, RESPECT, JOY, JUSTICE, STEWARDSHIP AND TEAMWORK. THE ORGANIZATION LIVES OUT ITS MISSION BY HAVING PATIENT-CENTERED FOCUS AT 14 HOSPITALS, APPROXIMATELY 70 CLINICS, SIX LONG-TERM CARE FACILITIES, THREE ASSISTED LIVING FACILITIES, THREE INDEPENDENT LIVING FACILITIES, SIX AMBULANCE SERVICES, 20 RETAIL PHARMACIES, AND ONE RESEARCH INSTITUTE. ESSENTIA HEALTH PROVIDES SERVICES PREDOMINANTLY IN RURAL COMMUNITIES AND IS COMMITTED TO ELIMINATING GEOGRAPHIC BARRIERS TO CARE. MANY OF ESSENTIA HEALTH'S HOSPITALS AND CLINICS ARE LOCATED IN COMMUNITIES THAT ARE FEDERALLY RECOGNIZED AS BEING MEDICALLY UNDERSERVED.ESSENTIA HEALTH IS ACCREDITED AS AN ACCOUNTABLE CARE ORGANIZATION BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE. THE LEGAL ENTITIES COMPRISING ESSENTIA HEALTH FILE SEPARATE FORM 990'S.ESSENTIA HEALTH'S HOSPITALS HAVE A TOTAL OF 1,221 LICENSED BEDS WHICH PROVIDED OVER 192,000 HOSPITAL PATIENT DAYS AND OVER 832,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2021. THE CLINICS HAD OVER 1.6 MILLION ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2021, ESSENTIA HEALTH PROVIDED TOTAL COMMUNITY BENEFITS OF OVER $134 MILLION WHICH INCLUDED COSTS OF PROVIDING CHARITY CARE, COSTS IN EXCESS OF MEDICAID PAYMENTS, MEDICAID SURCHARGE, MINNESOTACARE TAX, COMMUNITY SERVICES, HEALTH PROFESSION EDUCATION, RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Derek Groves Chief Development Officer | Officer | 60 | $338,600 |
Susan Omdalen Foundation Director | 60 | $123,844 | |
Grant Hauschild Foundation Director | 60 | $122,064 | |
Kerri Edblad-Chilcote Board Vice Chair | OfficerTrustee | 2 | $0 |
Richard Brown Board Chair | OfficerTrustee | 2 | $0 |
Shara Fischer Board Treasurer | OfficerTrustee | 2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $395 |
Related organizations | $2,761,688 |
Government grants | $110,897 |
All other contributions, gifts, grants, and similar amounts not included above | $2,278,569 |
Noncash contributions included in lines 1a–1f | $59,520 |
Total Revenue from Contributions, Gifts, Grants & Similar | $5,151,549 |
Total Program Service Revenue | $0 |
Investment income | $0 |
Tax Exempt Bond Proceeds | $486,892 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $1,557,582 |
Net Income from Fundraising Events | -$5,366 |
Net Income from Gaming Activities | $1,777 |
Net Income from Sales of Inventory | -$3,907 |
Miscellaneous Revenue | $0 |
Total Revenue | $7,839,859 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,846,976 |
Grants and other assistance to domestic individuals. | $452,522 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $382,548 |
Compensation of current officers, directors, key employees. | $267,784 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $812,998 |
Pension plan accruals and contributions | $38,401 |
Other employee benefits | $162,785 |
Payroll taxes | $54,294 |
Fees for services: Management | $0 |
Fees for services: Legal | $10,540 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $78,606 |
Fees for services: Other | $551,916 |
Advertising and promotion | $63,949 |
Office expenses | $72,481 |
Information technology | $7,871 |
Royalties | $0 |
Occupancy | $960 |
Travel | $681 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $38,271 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $6,567 |
Insurance | $0 |
All other expenses | $449 |
Total functional expenses | $4,761,117 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $352,439 |
Savings and temporary cash investments | $2,686,923 |
Pledges and grants receivable | $1,841,858 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $10,087 |
Prepaid expenses and deferred charges | $1,881 |
Net Land, buildings, and equipment | $13,737 |
Investments—publicly traded securities | $0 |
Investments—other securities | $30,803,091 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $1,022,598 |
Total assets | $36,732,614 |
Accounts payable and accrued expenses | $242,744 |
Grants payable | $0 |
Deferred revenue | $232,313 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $2,259,405 |
Total liabilities | $2,734,462 |
Net assets without donor restrictions | $21,023,081 |
Net assets with donor restrictions | $12,975,071 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $36,732,614 |
Over the last fiscal year, Essentia Health Foundation has awarded $1,820,733 in support to 16 organizations.
Grant Recipient | Amount |
---|---|
Duluth, MN PURPOSE: PROGRAM SUPPORT | $1,185,777 |
Fargo, ND PURPOSE: PROGRAM SUPPORT | $213,793 |
Duluth, MN PURPOSE: PROGRAM SUPPORT | $136,150 |
Brainerd, MN PURPOSE: PROGRAM SUPPORT | $90,333 |
Duluth, MN PURPOSE: PROGRAM SUPPORT | $51,233 |
Detroit Lakes, MN PURPOSE: PROGRAM SUPPORT | $41,203 |
Over the last fiscal year, we have identified 13 grants that Essentia Health Foundation has recieved totaling $264,942.
Awarding Organization | Amount |
---|---|
Fargo-Moorhead Area Foundation Corporation Fargo, ND PURPOSE: $60000.00 NICU EXPANSION $7000.00-GENERAL SUPPORT | $67,000 |
Alice G@strobel Charitable Trust Created U A D 6-22-2011 Glencoe, MN PURPOSE: UNRESTRICTED GENERAL SUPPORT | $33,333 |
Hugh J Andersen Foundation Bayport, MN PURPOSE: RONALD MCDONALD HOUSE NORTHLAND | $22,000 |
Wildey H Mitchell Family Foundation Duluth, MN PURPOSE: CHARITABLE | $20,000 |
Northland Foundation Duluth, MN PURPOSE: TO PROVIDE HOSPITALITY TO FAMILIES WITH SERIOUSLY ILL OR INJURED CHILDREN. | $20,000 |
Cullen Childrens Foundation West Fargo, ND PURPOSE: General Support | $20,000 |
Beg. Balance | $11,525,751 |
Earnings | $179,315 |
Net Contributions | $2,131,970 |
Other Expense | $80,000 |
Grants | $781,965 |
Ending Balance | $12,975,071 |