Allina Health Foundation
- Assets
- $11.9m
- Revenue
- $3.6m
- Investments
- $11.6m
- Employees
- 0
- Location
- Minneapolis, MN
- Founding
- 11/2011
- Data as of
- 12/2021
- EIN
- 27-4116873
Organization Overview
Allina Health Foundation is located in Minneapolis, MN. The organization was established in 2011. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Allina 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 12/2021, Allina Health Foundation generated $3.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.4%) each year. All expenses for the organization totaled $3.7m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Allina Health Foundation has awarded 66 individual grants totaling $14,013,874. 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
TO RAISE, STEWARD AND DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF BUFFALO HOSPITAL, CAMBRIDGE MEDICAL CENTER, NEW ULM MEDICAL CENTER, OWATONNA HOSPITAL, RIVER FALLS AREA HOSPITAL, ALLINA HEALTH HOME HEALTH, HOSPICE AND PALLATIVE CARE SERVICES, AND PENNY GEORGE INSTITUTE OF HEALTH & HEALING.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS MADE TO INDIVIDUALS IN 2021 -- $1,654,323CARING FOR COLLEAGUES - $1,297,262FUNDS PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO EMPLOYEES OF ALLINA HEALTH SYSTEM WHO FACE UNEXPECTED AND SEVERE FINANCIAL STRAIN DUE TO CRISIS EVENT.HOPE FUND AND CANCERCARE FUNDS - $278,713FUNDS USED TO ASSIST PATIENTS WITH DAILY LIVING EXPENSES SUCH AS HOUSING, UTILITIES, INSURANCE AND OTHER BILLS INCURRED WHILE RECEIVING MEDICAL TREATMENT.EDUCATIONAL SCHOLARSHIPS - $78,348FUNDS PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS STUDYING IN AREAS WHICH SUPPORT THE PURPOSE, VALUE AND VISION OF ALLINA ASSOCIATED FOUNDATION.
HOSPITAL AND MEDICAL CENTER OPERATIONAL 2021 GRANTS -- $995,156OPERATIONAL GRANTS ARE USED TO SUPPORT A MULTITUDE OF PROGRAMS INCLUDING CONTINUING EDUCATION AND RESEARCH, HEALTH AND WELLNESS, COMMUNITY EDUCATION, LITERACY AND OTHER CARE PROGRAMS, AND INTEGRATIVE, MUSIC AND MASSAGE THERAPY PROGRAMS. THESE PROGRAMS WERE ESTABLISHED TO SUPPORT THE PATIENTS AND COMMUNITIES OF BUFFALO HOSPITAL, CAMBRIDGE MEDICAL CENTER, NEW ULM MEDICAL CENTER, OWATONNA HOSPITAL, RIVER FALLS AREA HOSPITAL, ALLINA HOME HEALTH, HOSPICE AND PALLIATIVE CARE, AND PENNY GEORGE INSTITUTE FOR HEALTH & HEALING.
PATIENT HONORING AND SPACE IMPROVEMENTS 2021 GRANTS -- $347,175THESE FUNDS WERE USED TO PROVIDE REMEMBRANCE SPACES AND ITEMS FOR PATIENTS AND FAMILIES AS WELL AS SPACE, ART AND FURNITURE IMPROVEMENTS AT BUFFALO HOSPITAL AND CROSSROADS CLINIC, CAMBRIDGE MEDICAL CENTER, NEW ULM MEDICAL CENTER, OWATONNA HOSPITAL, RIVER FALLS AREA HOSPITAL, ALLINA HOME HEALTH, HOSPICE AND PALLIATIVE CARE, OR PENNY GEORGE INSTITUTE FOR HEALTH & HEALING. THESE GRANTS INCLUDE SAFE SPACE ENHANCEMENTS FOR PATIENTS IN MENTAL HEALTH CRISIS, MAMMOGRAPHY AREA REFRESH, WALKING TRAIL, PRIVACY CURTAINS FOR CANCER PATIENTS RECEIVING DAY TREATMENTS, A HISTORY WALL, LIBRARY AND OUTDOOR FURNITURE, HONOR STATUE, REMEMBRANCE BENCH, BONSAI PEACE TREE, MEMORIAL GARDEN, MEMORY BEARS AND REMEMBRANCE KEYCHAINS AND NECKLACES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephen Bariteau Director/president | OfficerTrustee | 2 | $0 |
Richard Magnuson CFO | Officer | 2 | $0 |
Penny Wheeler Director | Trustee | 2 | $0 |
David Albrecht Director | Trustee | 2 | $0 |
Kelly Spratt Director | Trustee | 2 | $0 |
Michael Johnson Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $180,343 |
| Related organizations | $892,302 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,297,654 |
| Noncash contributions included in lines 1a–1f | $5,063 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,370,299 |
| Total Program Service Revenue | $0 |
| Investment income | $202,657 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$17,336 |
| Net Income from Fundraising Events | $3,722 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,559,342 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,342,331 |
| Grants and other assistance to domestic individuals. | $1,654,323 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $24,870 |
| Advertising and promotion | $0 |
| Office expenses | $2,428 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $3,745,855 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $178,089 |
| 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 | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $11,585,028 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $164,032 |
| Total assets | $11,927,149 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $916,401 |
| Total liabilities | $916,401 |
| Net assets without donor restrictions | $5,717,776 |
| Net assets with donor restrictions | $5,292,972 |
| 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 | $11,927,149 |
Grants Awarded
Over the last fiscal year, Allina Health Foundation has awarded $1,342,331 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Minneapolis, MN PURPOSE: FUNDING FOR INTEGRATIVE, MUSIC AND MASSAGE THERAPIES, GENERAL OPERATIONS, REIMBURSEMENT OF PATIENT BILLS AND FAMILY REMEMBRANCE ITEMS. | $417,148 |
Minneapolis, MN PURPOSE: SUPPORT GENERAL OPERATIONS PENNY GEORGE INSTITUTE HEALTH & HEALING, STAFF SUPPORT AND EDUCATION. | $355,520 |
Minneapolis, MN PURPOSE: SUPPORT GENERAL OPERATIONS NEW ULM MEDICAL CENTER, FUNDING FOR PATIENT PROCEDURAL ROOM, COMMUNITY WALKING TRAILS, VIRTUAL CARE SERVICES, COMMUNITY HEALTH AND WELLNESS PROGRAMS. | $340,656 |
Minneapolis, MN PURPOSE: SUPPORT GENERAL OPERATIONS BUFFALO HOSPITAL, PROVIDE REMEMBRANCE AND HEALING SPACES FOR PATIENTS AND COMMUNITY, AND PROVIDE PATIENTS WITH SCALES AND BLOOD PRESSURE CUFFS TO MONITOR THEIR HEALTH AT HOME. | $117,593 |
Minneapolis, MN PURPOSE: SUPPORT GENERAL OPERATIONS CAMBRIDGE MEDICAL CENTER, FUNDING TO UPDATE THE MAMMAGRAPHY SUITE, PUCHASE MOTHER BABY SUITE MONITORS AND HALO INFANT SLEEP SACKS, REFRESH THE HOSPITAL MAIN FLOOR. | $77,146 |
Minneapolis, MN PURPOSE: SUPPORT GENERAL OPERATIONS OWATONNA HOSPITAL, FUNDING FOR INFANT SLEEP SACKS AND STAFF TRAINING. | $34,268 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Allina Health Foundation has recieved totaling $69,050.
| Awarding Organization | Amount |
|---|---|
International Association Of Lions Clubs Anoka, MN PURPOSE: HOSPICE CARE | $25,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $13,800 |
Saint Paul & Minnesota Foundation Saint Paul, MN PURPOSE: MULTIPLE GRANTS FOR MULTIPLE PURPOSES | $10,050 |
Minnesota Veterans 4 Veterans Tr Ua St Paul, MN PURPOSE: OUTREACH PROGRAMS | $10,000 |
Community Fdn Of Greater Des Moines Des Moines, IA PURPOSE: GRANT DISTRIBUTION | $10,000 |
Amg Charitable Gift Foundation Greenwood Village, CO PURPOSE: MEDICAL | $200 |