Civic Intelligence

Phillips Eye Institute Foundation

990 • Fiscal year 2012 • EIN 41-1613017

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 06, 2013

Organization ProfileWWW.ALLINAHEALTH.ORG/AHS/PEI.NSF
P O Box 43 Mr 1089055440-0043
Siviq Scores

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

Liabilities / Assets

34th percentile

0.04x

Higher debt load relative to assets than 34% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

62nd percentile

4.5%

Faster asset growth than 62% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$4,227,694

Up $181,588 (+4.5%) from 2011

Net Assets

Up

$4,064,925

Up $18,819 (+0.5%) from 2011

Liabilities

Up

$162,769

Up $162,769 from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$772,769

Down $7,407 (-0.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,423,134Liabilities 2010: $73,594Net Assets 2010: $4,349,5402010Assets 2011: $4,046,106Liabilities 2011: $0Net Assets 2011: $4,046,1062011Assets 2012: $4,227,694Liabilities 2012: $162,769Net Assets 2012: $4,064,9252012Assets 2013: $4,983,853Liabilities 2013: $0Net Assets 2013: $4,983,8532013Assets 2014: $6,512,461Liabilities 2014: $0Net Assets 2014: $6,512,4612014Assets 2015: $6,747,403Liabilities 2015: $0Net Assets 2015: $6,747,4032015Assets 2016: $6,731,918Liabilities 2016: $0Net Assets 2016: $6,731,9182016Assets 2017: $6,760,442Liabilities 2017: $0Net Assets 2017: $6,760,4422017Assets 2018: $6,116,088Liabilities 2018: $70,100Net Assets 2018: $6,045,9882018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2012

Assets$4,227,694
Liabilities$162,769
Net Assets$4,064,925
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $749,9132010Expenses 2011: $780,1762011Expenses 2012: $772,7692012Revenue 2013: $1,967,999Expenses 2013: $906,341Net Income 2013: $1,061,6582013Revenue 2014: $2,833,153Expenses 2014: $1,183,758Net Income 2014: $1,649,3952014Revenue 2015: $1,472,408Expenses 2015: $1,038,650Net Income 2015: $433,7582015Revenue 2016: $998,881Expenses 2016: $1,147,241Net Income 2016: -$148,3602016Revenue 2017: $852,224Expenses 2017: $1,242,416Net Income 2017: -$390,1922017Revenue 2018: $677,924Expenses 2018: $1,034,724Net Income 2018: -$356,8002018Revenue 2019: $575,124Expenses 2019: $872,186Net Income 2019: -$297,0622019

Highlighted filing

2012

Revenue-
Expenses$772,769
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 6, 2013
Return Version
2012v2.1
Gross Receipts
$1,593,732
Mission and Program Overview

Mission

The mission of phillips eye institute foundation (peif) is to further the commitment of phillips eye institute (pei) to eye care excellence, education, research and community involvement while honoring the legacy of mount sinai hospital.

Major Activities

Activity 2
Patient transportation serviceslack of transportation often serves as a barrier to eye care for those who need it most. The phillips eye institute foundation addresses this issue by funding a transportation service to and from the institute for same day surgery within a 20 mile radius.in 2012, 5,592 patients (over 52% of same day surgeries) used allina's transportation service (funded through the foundation) to and from phillips eye institute. Over 87% of patients using this service were over 60 years of age. In 2012, drivers traveled 107,159 miles so that patients did not have to put off needed appointments or procedures.
Activity 3
Assistance to individualsassistance is provided to individuals for hospital bills, employee crisis, and education.
Filing and Contact Details

Filer

EIN
41-1613017
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IRS990/Activity2/Description0PATIENT TRANSPORTATION SERVICESLACK OF TRANSPORTATION OFTEN SERVES AS A BARRIER TO EYE CARE FOR THOSE WHO NEED IT MOST. THE PHILLIPS EYE INSTITUTE FOUNDATION ADDRESSES THIS ISSUE BY FUNDING A TRANSPORTATION SERVICE TO AND FROM THE INSTITUTE FOR SAME DAY SURGERY WITHIN A 20 MILE RADIUS.IN 2012, 5,592 PATIENTS (OVER 52% OF SAME DAY SURGERIES) USED ALLINA'S TRANSPORTATION SERVICE (FUNDED THROUGH THE FOUNDATION) TO AND FROM PHILLIPS EYE INSTITUTE. OVER 87% OF PATIENTS USING THIS SERVICE WERE OVER 60 YEARS OF AGE. IN 2012, DRIVERS TRAVELED 107,159 MILES SO THAT PATIENTS DID NOT HAVE TO PUT OFF NEEDED APPOINTMENTS OR PROCEDURES.
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IRS990/Activity3/Description0ASSISTANCE TO INDIVIDUALSASSISTANCE IS PROVIDED TO INDIVIDUALS FOR HOSPITAL BILLS, EMPLOYEE CRISIS, AND EDUCATION.
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IRS990/ActivityOrMissionDescription0SEE SCHEDULE O.WHAT WE DO:1. PROVIDE FREE ACCESS TO SUPERB MEDICAL CARE THROUGH TRANSPORTATION SERVICES FOR OUR PATIENTS.2. CONDUCT FREE ANNUAL VISION SCREENING FOR NEARLY 15,000 MINNEAPOLIS PUBLIC SCHOOL CHILDREN AND PAY FOR FOLLOW-UP TREATMENT FOR CHILDREN WHO ARE UNINSURED OR UNDERINSURED.3. PURCHASE CUTTING-EDGE TECHNOLOGY, WHICH ALLOWS PHYSICIANS TO BETTER DIAGNOSE AND TREAT OUR PATIENTS.4. FUND EDUCATION ON GLAUCOMA AND OTHER EYE DISEASES AND ISSUES.WHO WE DO IT FOR:THE WORK OF PHILLIPS EYE INSTITUTE, THE UPPER MIDWEST'S ONLY EYE HOSPITAL, IS SO VITAL TO OUR REGION. WE INTEGRATE THE LATEST DIAGNOSTIC TREATMENT AND SURGICAL TECHNOLOGIES WITH A STAFF DEDICATED SOLELY TO OPHTHALMIC CARE, THE EXPERTISE OF AFFILIATED OPHTHALMOLOGISTS, REFERRING PHYSICIANS AND OTHER EYE CARE PROFESSIONALS. THIS UNIQUE COLLABORATION ENSURES THAT PATIENTS RECEIVE THE LATEST IN ADVANCED EYE CARE-ALL WITHIN A SINGLE HOSPITAL DEDICATED TO PRESERVING, PROTECTING AND RESTORING VISION.
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IRS990/Description0EARLY YOUTH EYECARE (EYE) COMMUNITY INITIATIVEAS A SPONSORED PROGRAM OF THE FOUNDATION, THE EARLY YOUTH EYECARE (E.Y.E.) COMMUNITY INITIATIVE STRIVES TO REMOVE VISION PROBLEMS AS A MAJOR ROADBLOCK TO LEARNING BY PROVIDING REGULAR VISION SCREENINGS, FOLLOW-UP, AND SUBSEQUENT TREATMENT SERVICES TO MINNEAPOLIS PUBLIC SCHOOL CHILDREN IN KINDERGARTEN, FIRST, THIRD, FIFTH AND SIXTH GRADES. THE CORRELATION BETWEEN VISION AND LEARNING IS WELL ESTABLISHED. APPROXIMATELY 80% OF CHILDHOOD LEARNING IS VISUALLY BASED, MAKING HEALTHY VISION A KEY TO ACADEMIC SUCCESS. GIVEN THAT 20-25% OF CHILDREN HAVE VISION PROBLEMS THAT CAN AFFECT THEIR PERFORMANCE WITHIN AND OUTSIDE THE CLASSROOM, EARLY DETECTION AND TREATMENT OF VISION PROBLEMS IS CRITICAL TO A CHILD'S DEVELOPMENT.SINCE THE PROGRAM'S INCEPTION IN 2008, WE CONDUCTED OVER 56,000 SCREENINGS FOR POTENTIAL VISION PROBLEMS.AS CRITICAL AS VISION SCREENING IS, IT ISN'T ENOUGH - CHILDREN NEED TIMELY FOLLOW-UP CARE BASED ON THEIR SCREENING RESULTS. CONSEQUENTLY, EYE PROGRAM STAFF CONTACT THE PARENT/GUARDIAN OF EVERY CHILD WHO DID NOT PASS THE SCREENING TO ENSURE THEY ARE ABLE TO ACCESS NECESSARY VISION SERVICES. FOLLOW-UP COMMUNICATION IS CONDUCTED WITH OVER 4,000 FAMILIES, NURSES AND PROVIDERS ANNUALLY.MANY PARENTS/GUARDIANS FACE NUMEROUS CHALLENGES PURSUING VISION CARE FOR THEIR CHILDREN. FOR THOSE FAMILIES THAT REQUIRE FINANCIAL ASSISTANCE, TRANSPORTATION OR INTERPRETER SERVICES, ALL NECESSARY VISION-RELATED SERVICES ARE COMPLETELY FUNDED AND COORDINATED THROUGH THE EYE PROGRAM ON THE CHILD'S BEHALF. PARTICIPATING CLINICS PROVIDE NECESSARY EXAMS, TREATMENTS, GLASSES, AND FOLLOW-UP CARE AND ARE REIMBURSED THROUGH THE E.Y.E PROGRAM. ADDITIONALLY, THE PROGRAM PROVIDES PHARMACY, DIAGNOSTIC AND SURGICAL SERVICES TO CHILDREN IN NEED. THE E.Y.E PROGRAM FUNDED AND COORDINATED CARE FOR OVER 1,000 PROGRAM BENEFICIARIES. PHILLIPS EYE INSTITUTE FOUNDATION IS THE FISCAL AGENT FOR THE E.Y.E PROGRAM, HAVING DEVELOPED DESIGNATED FUNDING TO PROVIDE COMMUNITY OUTREACH. ADDITIONAL SUPPORT INCLUDES THE PHILLIPS EYE INSTITUTE MEDICAL STAFF, EMPLOYEE GIVING CAMPAIGNS, PRIVATE AND CORPORATE DONORS, FOUNDATION GRANTS AND AN ANNUAL FUNDRAISER.IN 2012 OGI KIDS EYEWEAR, A LOCALLY BASED COMPANY THAT DISTRIBUTES FUN AND FUNCTIONAL FRAMES, AGREED TO CONTINUE THEIR DONATION OF 600 FRAMES IN SUPPORT OF THE EYE PROGRAM. WALMAN OPTICAL,A LOCALLY OWNED LENS COMPANY AGREED TO SUPPLY THE NECESSARY LENSES FOR EACH CHILD'S GLASSES.
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IRS990/MissionDescription0THE MISSION OF PHILLIPS EYE INSTITUTE FOUNDATION (PEIF) IS TO FURTHER THE COMMITMENT OF PHILLIPS EYE INSTITUTE (PEI) TO EYE CARE EXCELLENCE, EDUCATION, RESEARCH AND COMMUNITY INVOLVEMENT WHILE HONORING THE LEGACY OF MOUNT SINAI HOSPITAL.
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IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0-309558
IRS990/RevenuesLessExpensesPriorYear02473
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0430687
IRS990ScheduleA/SupportedOrgInformation/Amount0430687
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/CurrentYear/BeginningOfYearBalance0642247
IRS990ScheduleD/CurrentYear/Contributions013524
IRS990ScheduleD/CurrentYear/EndOfYearBalance0722341
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses066570
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0577749
IRS990ScheduleD/CurrentYearMinus1Year/Contributions066857
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0642247
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-2359
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0450515
IRS990ScheduleD/CurrentYearMinus2Years/Contributions085625
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0577749
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses041609
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0272450
IRS990ScheduleD/CurrentYearMinus3Years/Contributions0119201
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0450515
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses058864
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance0239622
IRS990ScheduleD/CurrentYearMinus4Years/Contributions097787
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance0272450
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-64959
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExpensesNotRptdF990085453
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0772769
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0CHARITY AND INDIGENT CARE EDUCATION AND RESEARCH BUILDINGS AND EQUIPMENT PATIENT CARE
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FOLLOWING IS A COPY OF FOOTNOTE 1 TO THE AUDITED FINANCIAL STATEMENTS: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - INCOME TAX "THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND 509(A)(3) AND THAT CHARITABLE CONTRIBUTIONS BY DONORS ARE DEDUCTIBLE UNDER SECTION 170 OF THE IRC. 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 YEARS ENDING 2009 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES."
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2SPECIAL EVENT EXPENSE RECLASSIFICATION -85,453.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3SPECIAL EVENT EXPENSE RECLASSIFICATION 85,453.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments0328377
IRS990ScheduleD/OtherExpensesIncluded085453
IRS990ScheduleD/OtherLiabilities/Amount0162769
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenuesNotIncluded0-85453
IRS990ScheduleD/OtherSecurities/BookValue021920
IRS990ScheduleD/OtherSecurities/BookValue1821731
IRS990ScheduleD/OtherSecurities/BookValue2877813
IRS990ScheduleD/OtherSecurities/BookValue31663518
IRS990ScheduleD/OtherSecurities/BookValue4782041
IRS990ScheduleD/OtherSecurities/Description0CASH & EQUIVALENTS
IRS990ScheduleD/OtherSecurities/Description1EQUITY SECURITIES
IRS990ScheduleD/OtherSecurities/Description2FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecurities/Description3FUNDS OF HEDGE FUNDS
IRS990ScheduleD/OtherSecurities/Description4COMMODITIES & OTHER
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/OtherSecurities/MethodOfValuation4F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.80790
IRS990ScheduleD/RevenueNotRptdF9900328377
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-85453

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,227,694
Liabilities
$162,769
Net assets
$4,064,925
Revenue
-
Expenses
$772,769
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.58$0.87$0.30
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.07$6.05$0.68$1.03$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.00$6.76$0.85$1.24$0.39
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.73$0.00$6.73$1.00$1.15$0.15
2015Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$1.47$1.04$0.43
2014Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$2.83$1.18$1.65
2013Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$1.97$0.91$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.16$4.06$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.07$4.35$0.75