Civic Intelligence

Allina Health Foundation as of 4122

990 • Fiscal year 2011 • EIN 27-4116873

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 12, 2012

PO Box 43 Mr 1089055440-0043
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.26x

Higher debt load relative to assets than 55% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$4,626,779

No earlier filing loaded for comparison.

Net Assets

$3,403,160

No earlier filing loaded for comparison.

Liabilities

$1,223,619

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$5,348,425

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $4,626,779Liabilities 2011: $1,223,619Net Assets 2011: $3,403,1602011Assets 2012: $3,416,880Liabilities 2012: $4,261Net Assets 2012: $3,412,6192012Assets 2013: $4,821,718Liabilities 2013: $4,115Net Assets 2013: $4,817,6032013Assets 2014: $5,343,114Liabilities 2014: $84,838Net Assets 2014: $5,258,2762014Assets 2015: $6,864,972Liabilities 2015: $6,447Net Assets 2015: $6,858,5252015Assets 2016: $7,331,937Liabilities 2016: $78,422Net Assets 2016: $7,253,5152016Assets 2017: $7,452,937Liabilities 2017: $71,920Net Assets 2017: $7,381,0172017Assets 2018: $7,970,752Liabilities 2018: $194,169Net Assets 2018: $7,776,5832018Assets 2019: $9,037,464Liabilities 2019: $194,640Net Assets 2019: $8,842,8242019Assets 2020: $11,823,540Liabilities 2020: $509,215Net Assets 2020: $11,314,3252020Assets 2021: $11,927,149Liabilities 2021: $916,401Net Assets 2021: $11,010,7482021Assets 2022: $229,483,214Liabilities 2022: $2,163,865Net Assets 2022: $227,319,3492022Assets 2023: $251,816,935Liabilities 2023: $7,528,455Net Assets 2023: $244,288,4802023Assets 2024: $276,986,525Liabilities 2024: $2,343,634Net Assets 2024: $274,642,8912024

Highlighted filing

2011

Assets$4,626,779
Liabilities$1,223,619
Net Assets$3,403,160

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $5,348,4252011Expenses 2012: $3,913,4092012Revenue 2013: $4,948,671Expenses 2013: $3,460,913Net Income 2013: $1,487,7582013Revenue 2014: $4,736,495Expenses 2014: $4,300,116Net Income 2014: $436,3792014Revenue 2015: $4,870,670Expenses 2015: $3,247,527Net Income 2015: $1,623,1432015Revenue 2016: $4,115,114Expenses 2016: $3,710,222Net Income 2016: $404,8922016Revenue 2017: $4,206,908Expenses 2017: $4,075,927Net Income 2017: $130,9812017Revenue 2018: $3,763,248Expenses 2018: $3,333,315Net Income 2018: $429,9332018Revenue 2019: $3,695,207Expenses 2019: $2,816,034Net Income 2019: $879,1732019Revenue 2020: $5,917,332Expenses 2020: $3,406,589Net Income 2020: $2,510,7432020Revenue 2021: $3,559,342Expenses 2021: $3,745,855Net Income 2021: -$186,5132021Revenue 2022: $29,439,197Expenses 2022: $9,418,081Net Income 2022: $20,021,1162022Revenue 2023: $44,208,090Expenses 2023: $33,157,638Net Income 2023: $11,050,4522023Revenue 2024: $37,098,935Expenses 2024: $23,596,856Net Income 2024: $13,502,0792024

Highlighted filing

2011

Revenue-
Expenses$5,348,425
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 12, 2012
Return Version
2011v1.2
Gross Receipts
$6,645,927
Mission and Program Overview

Mission

The mission of allina associated foundation is 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 care services and penny george institute for health & healing. The foundation is a separate not-for-profit entity dedicated to supporting the hospitals, allina health home care services program and penny george institute for health & healing and is governed by a separate board.

Major Activities

Activity 2
Hospital and medical center general operations: $439,779
Activity 3
Housing/living, medical, and educational assistance to co-workers and patients - $127,160:the following are some examples of hospital and medical center programs supporting individual patients and employees. Cambridge medical center's "hope fund" offers emergency financial assistance to help with expenses during breast cancer care and treatment. $14,690 in assistance was provided in 2011.buffalo hospital's "caring for co-workers" provides confidential emergency assistance to hospital employees who suffer sudden economic hardship and are struggling to pay medical bills, rent and other everyday expenses. $15,242 in assistance was provided in 2011.$59,102 in assistance was provided in 2011 to pay medical bills for owatonna hospital hospice patients.hospice's "tender loving care" program provides assistance to hospice patients who are experiencing financial hardships. $11,671 in assistance was provided in 2011 to assist with housing and living costs and medical and funeral costs.
Filing and Contact Details

Filer

EIN
27-4116873
Raw XML AppendixShowing 400 of 1,125 raw XML fields

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IRS990/Activity2/Description0HOSPITAL AND MEDICAL CENTER GENERAL OPERATIONS: $439,779
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IRS990/Activity3/Description0HOUSING/LIVING, MEDICAL, AND EDUCATIONAL ASSISTANCE TO CO-WORKERS AND PATIENTS - $127,160:THE FOLLOWING ARE SOME EXAMPLES OF HOSPITAL AND MEDICAL CENTER PROGRAMS SUPPORTING INDIVIDUAL PATIENTS AND EMPLOYEES. CAMBRIDGE MEDICAL CENTER'S "HOPE FUND" OFFERS EMERGENCY FINANCIAL ASSISTANCE TO HELP WITH EXPENSES DURING BREAST CANCER CARE AND TREATMENT. $14,690 IN ASSISTANCE WAS PROVIDED IN 2011.BUFFALO HOSPITAL'S "CARING FOR CO-WORKERS" PROVIDES CONFIDENTIAL EMERGENCY ASSISTANCE TO HOSPITAL EMPLOYEES WHO SUFFER SUDDEN ECONOMIC HARDSHIP AND ARE STRUGGLING TO PAY MEDICAL BILLS, RENT AND OTHER EVERYDAY EXPENSES. $15,242 IN ASSISTANCE WAS PROVIDED IN 2011.$59,102 IN ASSISTANCE WAS PROVIDED IN 2011 TO PAY MEDICAL BILLS FOR OWATONNA HOSPITAL HOSPICE PATIENTS.HOSPICE'S "TENDER LOVING CARE" PROGRAM PROVIDES ASSISTANCE TO HOSPICE PATIENTS WHO ARE EXPERIENCING FINANCIAL HARDSHIPS. $11,671 IN ASSISTANCE WAS PROVIDED IN 2011 TO ASSIST WITH HOUSING AND LIVING COSTS AND MEDICAL AND FUNERAL COSTS.
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IRS990/ActivityOrMissionDescription0TO RAISE, STEWARD AND DISTRIBUTE PHILANTHROPIC FUNDS IN SUPPORT OF BUFFALO, CAMBRIDGE, NEW ULM, OWATONNA, AND RIVER FALLS AREA HOSPITALS AND ALLINA HOME AND COMMUNITY SERVICES PROGRAM.
IRS990/ActivityOther/Description0$38,959 IN EXTERNAL GRANTS WERE PROVIDED IN 2011. THE FOLLOWING ARE SOME EXAMPLES OF EXTERNAL PROGRAMS THAT RIVER FALLS AREA HOSPITAL SUPPORTED IN 2011: $26,259 WAS PROVIDED TO THE "FREE CLINIC OF PIERCE AND ST. CROIX COUNTIES." GRANTS WERE GIVEN TO PROVIDE FLU SHOTS FOR FREE CLINIC PATIENTS, LAB AND RADIOLOGY SERVICES AND FOR GENERAL CLINIC OPERATIONS. SINCE 2007, THE CLINIC HAS BEEN PROVIDING FREE PRIMARY HEALTH CARE TO LOW-INCOME, UNINSURED RESIDENTS OF PIERCE AND ST. CROIX COUNTIES IN WESTERN WISCONSIN.$10,000 WAS GIVEN TO "CIRCLE IN THE FIELD" IN 2011 BY RIVER FALLS AREA HOSPITAL. THE GRANT WAS GIVEN TO SUPPORT CIRCLE IN THE FIELDS'S WORK TO PROVIDE SUPPORT FOR BREAST CANCER PATIENTS.
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IRS990/Description0HOSPITAL AND MEDICAL CENTER CAPITAL EXPANSION : $3,264,610:IN 2011, ALLINA ASSOCIATED FOUNDATION PROVIDED $3,264,609 FOR CAPITAL EXPANSION PROJECTS FOR BUFFALO AND NEW ULM AREA HOSPITALS AND FOR A RESIDENTIAL HOSPICE BUILDING IN ST. PAUL.J.A.WEDUM RESIDENTIAL HOSPICE - 2011 GRANT $2,594,320J.A. WEDUM RESIDENTIAL HOSPICE IS ENHANCING THE WAY ALLINA HOSPICE PROVIDES END-OF-LIFE CARE IN THIS REGION. BY PROVIDING AROUND-THE-CLOCK HOSPICE CARE, THE WISHES OF PATIENTS WHO WANT TO LIVE THE REMAINDER OF THEIR DAYS IN A HOME-LIKE SETTING ARE HONORED. THEIR LOVED ONES ARE OFFERED THE ABILITY TO STEP BACK FROM BEING THE CAREGIVER AND FOCUS ON WHAT REALLY MATTERS - BEING A FAMILY.VIRGINIA PIPER CANCER INSTITUTE - NEW ULM - 2011 GRANT $341,150THE VIRGINIA PIPER CANCER INSTITUTE (VPCI) - NEW ULM PROVIDES OUTPATIENT CARE THAT IS INDIVIDUALLY TAILORED AND CONVENIENT FOR PATIENTS.AN ONSITE ONCOLOGIST, NURSES AND PHARMACISTS WORK COLLABORATIVELY TO PROVIDE COMPASSIONATE CARE BASED ON THE INDIVIDUALIZED NEEDS OF EACH PATIENT. AS A TEAM, THEY STRIVE TO ADDRESS THE EMOTIONAL, AS WELL AS THE PHYSICAL NEEDS OF THE PATIENT.NEW ULM SURGERY CENTER EXPANSION - 2011 GRANT $150,099THE GOAL OF THE SURGERY CENTER EXPANSION PROJECT WAS TO RECONSTRUCT AND EXPAND THE OUTDATED EXISTING SURGERY CENTER FOR INCREASED PRIVACY AND CAPACITY FOR PATIENTS, AS WELL AS PROVIDE MORE COMFORTABLE AND ATTRACTIVE SPACE FOR FAMILIES AND STAFF.BUFFALO HOSPITAL'S WOMEN & CHILDREN'S CENTER - 2011 GRANT $179,041THIS BEAUTIFUL NEW CENTER WAS DESIGNED TO BE ENVIRONMENTALLY SAFE AND FRIENDLY WITH RECYCLED FLOORINGS, FABRICS, WALL COVERINGS AND WINDOW GLAZING TO REDUCE HEATING AND COOLING COSTS. IN ADDITION TO THE MODERN TECHNOLOGY FOR THE PHYSICIANS AND NURSES, THE BIRTH CENTER OFFERS NEW MOTHERS AND FAMILY MEMBERS A PRIVATE POST-PARTUM ROOM WITH A SOAKING TUB, WIRELESS INTERNET ACCESS, IPOD DOCKING STATION, SMALL PERSONAL REFRIGERATOR, A ROCKING CHAIR FOR NEW MOTHERS AND A BEAUTIFUL, LIGHT-FILLED SPACE WITH THE EQUIPMENT NEEDED FOR NEWBORN CARE. ALSO, A SPECIAL MUSIC SYSTEM WAS INSTALLED TO PLAY BEAUTIFUL LULLABY CHIMES THROUGHOUT THE HOSPITAL TO CELEBRATE THE BIRTH OF EACH NEW BABY.
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IRS990/PledgesAndGrantsReceivable/EOY0646806
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY00
IRS990/PrepaidExpensesDeferredCharges/EOY02000
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising01
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions01
IRS990/QuidProQuoDisclosure01
IRS990/ReconcilationOtherChanges04306965
IRS990/ReconcilationRevenueExpenses0-903805
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrganizations01474666
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-903805
IRS990/RevenuesLessExpensesPriorYear00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts03704388
IRS990ScheduleA/SupportedOrgInformation/Amount03704388
IRS990ScheduleA/SupportedOrgInformation/EIN0363261413
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ALLINA HEALTH SYS
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization03
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/ExcessOrDeficitForYear0-903805
IRS990ScheduleD/ExcessOrDeficitPerFS03403160
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal05348425
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ALLINA ASSOCIATED FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THEREFORE, CHARITABLE CONTRIBUTIONS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX FILING THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS GUIDANCE HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. THE FILINGS FOR THE YEAR ENDING 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1ASSETS TRANSFERRED FROM ALLINA HEALTH SYSTEM TO FOUNDATION 1/1/2011 4,316,955.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-9990
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-9990
IRS990ScheduleD/OtherAmount04316955
IRS990ScheduleD/OtherLiabilities/Amount01223619
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATE
IRS990ScheduleD/OtherSecurities/BookValue0712755
IRS990ScheduleD/OtherSecurities/BookValue13265218
IRS990ScheduleD/OtherSecurities/Description0CASH EQUIVALENTS
IRS990ScheduleD/OtherSecurities/Description1FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/RevenueNotRptdF9900-9990
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal04444620
IRS990ScheduleD/TotalAdjustments04306965
IRS990ScheduleD/TotalExpenses05348425
IRS990ScheduleD/TotalExpensesPerForm99005348425
IRS990ScheduleD/TotalOfAmounts01223619
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities03977973
IRS990ScheduleD/TotalRevenue04444620
IRS990ScheduleD/TotalRevenuePerForm99004444620
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt05348425
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt04434630
IRS990ScheduleG/AgreementRefFundraising01
IRS990ScheduleG/EmailSolicitations0X
IRS990ScheduleG/EventsInformation/CharitableContribOtherEvents076409
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent10112906
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent208758
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal0198073
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents044059
IRS990ScheduleG/EventsInformation/EntertainmentOtherEvents01550
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents01550
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent1016693
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent202397
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents03945
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents023035
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent10158840
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2024733
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents0126778
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal0310351
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1045934
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2015975
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents050369
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents0112278
IRS990ScheduleG/EventsInformation/NameOfEvent102011 HOSPICE GALA
IRS990ScheduleG/EventsInformation/NameOfEvent202011 CAMBRIDGE GOLF EVENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary068219

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$277$2.34$275$37.1$23.6$13.5
2023Detailed filing. Detailed filing data is available for this year.$252$7.53$244$44.2$33.2$11.1
2022Detailed filing. Detailed filing data is available for this year.$229$2.16$227$29.4$9.42$20.0
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.92$11.0$3.56$3.75$0.19
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.51$11.3$5.92$3.41$2.51
2019Detailed filing. Detailed filing data is available for this year.$9.04$0.19$8.84$3.70$2.82$0.88
2018Detailed filing. Detailed filing data is available for this year.$7.97$0.19$7.78$3.76$3.33$0.43
2017Detailed filing. Detailed filing data is available for this year.$7.45$0.07$7.38$4.21$4.08$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.33$0.08$7.25$4.12$3.71$0.40
2015Detailed filing. Detailed filing data is available for this year.$6.86$0.01$6.86$4.87$3.25$1.62
2014Detailed filing. Detailed filing data is available for this year.$5.34$0.08$5.26$4.74$4.30$0.44
2013Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$4.95$3.46$1.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.00$3.41$3.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$1.22$3.40$5.35
Peer Organizations

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