Winona Health Foundation
- Assets
- $52.3m
- Revenue
- $3.7m
- Investments
- $7.7m
- Employees
- 0
- Location
- Winona, MN
- Founding
- 05/1999
- Data as of
- 09/2021
- EIN
- 41-1879744
Organization Overview
Winona Health Foundation is located in Winona, MN. The organization was established in 1999. 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. Winona 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 09/2021, Winona Health Foundation generated $3.7m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $1.5m during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Winona Health Foundation has awarded 15 individual grants totaling $8,297,487. 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
SUPPORT THE PROVISION OF HEALTHCARE SERVICES
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE WINONA HEALTH FOUNDATION ASSISTS WINONA HEALTH IN ACHIEVING ITS MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF ITS FAMILY, FRIENDS AND NEIGHBORS. THE GEOGRAPHIC SCOPE IS THE CITY OF WINONA AND SURROUNDING COMMUNITIES IN MINNESOTA AND WISCONSIN. THE FOUNDATION MAKES GRANTS AND CONTRIBUTIONS TO WINONA HEALTH'S NONPROFIT AFFILIATES INCLUDING WINONA HEALTH SERVICES AND WINONA SENIOR SERVICES. WINONA HEALTH SERVICES INCLUDES A 49-BED PRIMARY CARE HOSPITAL THAT ALSO INCLUDES AN EMERGENCY DEPARTMENT, PROVIDES MENTAL HEALTH SERVICES, REHABILITATIVE AND DIALYSIS SERVICES, OUTPATIENT DIAGNOSTICS AND AMBULATORY SURGERY. (CONTINUED ON SCHEDULE O)IT ALSO INCLUDES PRIMARY CARE CLINICS IN WINONA AND RUSHFORD, MINNESOTA, AND SPECIALTY CLINICS INCLUDING SPORTS AND ORTHOPEDIC SPECIALISTS, EYE CARE CENTER, PAIN MANAGEMENT CENTER, PSYCHIATRIC AND COUNSELING SERVICES, OCCUPATIONAL HEALTH, DURABLE MEDICAL EQUIPMENT, RETAIL PHARMACY AND URGENT CARE CLINIC. WINONA SENIOR SERVICES INCLUDES LAKE WINONA MANOR, A 110-BED SKILLED NURSING FACILITY, ADITH MILLER AND ROGER METZ MANORS, 20-BED ASSISTED LIVING FACILITIES FOR MEMORY CARE, WATKINS MANOR AN ASSISTED LIVING FACILITY FOR 59 SENIORS, AND HOSPICE SERVICES.IN THE MID-80S, BENJAMIN A. MILLER, A FORMER WINONA-AREA BUSINESSMAN AND PHILANTHROPIST, ESTABLISHED THE BEN & ADITH MILLER PATIENT CARE FUND IN THE WINONA HEALTH FOUNDATION IN HONOR OF HIS WIFE, ADITH. THE BEN & ADITH MILLER PATIENT CARE FUND IS A UNIQUE COMMUNITY RESOURCE THAT HELPS INDIVIDUALS AND FAMILIES PAY FOR UNEXPECTED MEDICAL EXPENSES INCURRED WHILE SEEKING CARE AT WINONA HEALTH. IN FY2021, THE FUND HELPED 3,932 FAMILIES PAY MORE THAN $567,147 IN MEDICAL BILLS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rachelle Heising-Schultz President/ceo/director | OfficerTrustee | 2 | $0 |
Ken Mogren Chair | OfficerTrustee | 1 | $0 |
Jan Brosnahan Cfo/treasurer | Officer | 1 | $0 |
Matthew Broghammer MD Director | Trustee | 1 | $0 |
E Allen Beguin MD Director | Trustee | 1 | $0 |
Katrina Hammel MD Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $60,897 |
| Related organizations | $12,450 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $514,205 |
| Noncash contributions included in lines 1a–1f | $9,629 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $587,552 |
| Total Program Service Revenue | $0 |
| Investment income | $1,035,972 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $2,078,831 |
| Net Income from Fundraising Events | -$42,318 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,660,037 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,174,819 |
| Grants and other assistance to domestic individuals. | $43,913 |
| 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 | $129,822 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $23,504 |
| Payroll taxes | $9,931 |
| 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 | $81,329 |
| Fees for services: Other | $22,499 |
| Advertising and promotion | $500 |
| Office expenses | $24,057 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $450 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $16 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $787 |
| Insurance | $2,090 |
| All other expenses | $660 |
| Total functional expenses | $1,525,295 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $888,020 |
| Pledges and grants receivable | $181,523 |
| 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 | $200 |
| Net Land, buildings, and equipment | $486,266 |
| Investments—publicly traded securities | $43,027,954 |
| Investments—other securities | $7,725,228 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $52,309,191 |
| Accounts payable and accrued expenses | $33,213 |
| 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 | $2,257,616 |
| Total liabilities | $2,290,829 |
| Net assets without donor restrictions | $21,802,061 |
| Net assets with donor restrictions | $28,216,301 |
| 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 | $52,309,191 |
Grants Awarded
Over the last fiscal year, Winona Health Foundation has awarded $1,171,624 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Winona, MN PURPOSE: Operations | $1,086,038 |
Winona, MN PURPOSE: Operations | $85,586 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Winona Health Foundation has recieved totaling $14,215.
| Awarding Organization | Amount |
|---|---|
Winona Community Foundation Inc Winona, MN PURPOSE: GENERAL SUPPORT | $11,575 |
Felhaber Larson Fenlon & Vogtfoundation Minneapolis, MN PURPOSE: CHARITABLE CONTRIBUTION | $2,500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $140 |
Endowment Analysis
| Beg. Balance | $25,510,634 |
| Earnings | $4,075,919 |
| Net Contributions | $243,094 |
| Grants | $1,350,710 |
| Ending Balance | $28,478,937 |