ABBOTT NORTHWESTERN HOSPITAL FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ABBOTT NORTHWESTERN HOSPITAL FOUNDATION (EIN 04-3643816)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201503149349302190
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T12:13:51-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043643816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABBO | BusinessNameControlTxt |
| Phone | 6122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 43 INTERNAL ZIP 10890 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554400043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN GALLAGHER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6122620660 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD MEYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 43 INTERNAL ZIP 10890 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554400043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,880,472 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALLINAHEALTH.ORG/AHS/ANW.NSF/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE, STEWARD, AND DISBURSE FUNDS FOR THE BENEFIT OF ABBOTT NORTHWESTERN HOSPITAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,404,562 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,310,969 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,219,931 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,262,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$193,319 | PYOtherRevenueAmt |
| CY Other Revenue | -$216,202 | CYOtherRevenueAmt |
| PY Total Revenue | $17,431,174 | PYTotalRevenueAmt |
| CY Total Revenue | $17,357,248 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,264,532 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,363,125 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $242,341 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $172,343 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $700,276 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,587,430 | PYOtherExpensesAmt |
| CY Other Expenses | $1,557,788 | CYOtherExpensesAmt |
| PY Total Expenses | $13,094,303 | PYTotalExpensesAmt |
| CY Total Expenses | $12,093,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,336,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,263,992 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $79,587,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,769,407 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $658,144 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $501,675 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,928,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,267,732 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ABBOTT NORTHWESTERN HOSPITAL IS TO RAISE, STEWARD AND DISTRIBUTE FUNDS FOR THE BENEFIT OF ABBOTT NORTHWESTERN HOSPITAL AND THE COMMUNITIES IT SERVES. THE FOUNDATION IS A SEPARATE NOT-FOR-PROFIT ENTITY DEDICATED TO SUPPORTING THE HOSPITAL AND IS GOVERNED BY A SEPARATE BOARD. ABBOTT NORTHWESTERN HOSPITAL IS THE TWIN CITIES' LARGEST NOT-FOR-PROFIT HOSPITAL. EACH YEAR, THE HOSPITAL PROVIDES COMPREHENSIVE HEALTH CARE FOR MORE THAN 200,000 PATIENTS AND THEIR FAMILIES FROM THE TWIN CITIES AREA AND THROUGHOUT THE UPPER MIDWEST. THE HOSPITAL IS ROUTINELY NAMED IN NATIONAL RANKINGS OF THE NATION'S BEST HOSPITALS, INCLUDING BEING NAMED IN U.S. NEWS AND WORLD REPORT'S "AMERICA'S TOP 50 HOSPITALS" LIST FOR TEN CONSECUTIVE YEARS. ABBOTT NORTHWESTERN HOSPITAL IS A PART OF ALLINA HEALTH SYSTEM, A FAMILY OF HOSPITALS, CLINICS AND CARE SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,993,010 | ExpenseAmt |
| Grant | $4,993,010 | GrantAmt |
| Desc | A SUPPORTIVE CARE APPROACH FOR PATIENTS LATE IN LIFE- $4,993,010PATIENTS WITH LATE LIFE LIMITING ILLNESS AND THEIR FAMILIES ARE OFTEN AT A LOSS WHEN SEEKING SUPPORT WITHIN THE CURRENT U.S. HEALTHCARE SYSTEM. POOR UNDERSTANDING OF CARE SERVICES WHICH INCLUDE ADVANCE CARE PLANNING, PALLIATIVE CARE AND HOSPICE SERVICES, COMBINED WITH LACK OF SYSTEMS TO PROMOTE REFERRAL UPON DIAGNOSIS, RESULTS IN POOR ACCESS TO SERVICES AND LEAVES FAMILIES WITH THE BURDEN OF MANAGING END OF LIFE CARE FOR THEIR LOVED ONES. WITH SUPPORT FROM ROBINA FOUNDATION, ALLINA AIMS TO SHIFT THE PRESENT LATE LIFE SUPPORTIVE CARE PARADIGM BY DEMONSTRATING AND TESTING A COMPREHENSIVE, SYSTEMIC APPROACH THAT IS PROACTIVE IN MEETING THE UNIQUE NEEDS OF PATIENTS WITH LIFE LIMITING ILLNESS. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION PROVIDED/GRANTED $4,993,010 TO THIS PROGRAM IN 2014. FOLLOWING ARE COMPONENTS TO A NEW LATE LIFE SUPPORTIVE CARE MODEL:- TOOLS TO SUPPORT PATIENT REFERRAL UPON DIAGNOSIS- INSTRUMENTS TO ASSESS PATIENT AND CAREGIVERS' QUALITY OF LIFE- COMPREHENSIVE SUPPORTIVE CARE PLANS- EDUCATION AND SUPPORT TOOLS TO FOSTER END-OF-LIFE DIALOGUE- ELECTRONIC SUPPORT TOOLS THAT ARE INTEGRATED INTO THE MEDICAL RECORDONCE IMPLEMENTED, THE RESULT WILL BE COMPASSIONATE, COMPREHENSIVE AND RELIABLE LATE LIFE SUPPORTIVE CARE SERVICES FOR PATIENTS, CAREGIVERS AND CARE PROVIDERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,787,290 | ExpenseAmt |
| Grant | $3,787,290 | GrantAmt |
| Desc | GENERAL HOSPITAL SUPPORT-$ 3,787,290GENERAL HOSPITAL SUPPORT : A TOTAL OF $877,000 WAS PROVIDED BY THE FOUNDATION TO SUPPORT CLINICAL EDUCATION. A GRANT OF $435,000 MADE THE PURCHASE OF A CT SIMULATOR POSSIBLE. GENERAL HOSPITAL GRANTS TOTALING $3.8 MILLION IN 2014 ALSO INCLUDE: TRAINING FOR HEALTH CARE PROVIDERS SO THAT THEY CAN BETTER HELP FAMILIES ASSIST THOSE IN THE PROCESS OF DYING; TRAINING FOR A HEALING COACH TO ASSIST PARENTS IN HELPING THEIR CHILDREN COPE WITH THE PARENT'S CANCER DIAGNOSIS; THE PURCHASE OF A DEVICE TO LIFT WHEELCHAIR-BOUND PATIENTS ONTO THE EXAM TABLE; AUDIOVISUAL RESOURCES TO SUPPORT MENTAL HEALTH GROUP THERAPY SESSIONS; ACTIVITY PACKS FOR CHILDREN TO USE IN WAITING AREAS OF THE HOSPITAL; PORTABLE ULTRASOUND DEVICES FOR PHYSICIANS TO USE AT THE PATIENT BEDSIDE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,220,292 | ExpenseAmt |
| Grant | $1,220,292 | GrantAmt |
| Desc | RESEARCH - $1,220,292 IN 2014, ABBOTT NORTHWESTERN HOSPITAL FOUNDATION PROVIDED $1,220,292 FOR RESEARCH.AMONG ITS MANY ATTRIBUTES AS A LEADING CLINICAL CARE HOSPITAL, ABBOTT NORTHWESTERN HOSPITAL ROUTINELY INVESTS IN AND CONTRIBUTES TO IMPORTANT RESEARCH. IN 2014, RESEARCH GRANTS OF $1.2 MILLION WERE MADE BY ABBOTT NORTHWESTERN HOSPITAL FOUNDATION TO SUPPORT A VARIETY OF RESEARCH PROJECTS IN NEUROLOGY, ONCOLOGY, CARDIOVASCULAR, CRITICAL CARE, AND NURSING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $362,533 | ExpenseAmt |
| Grant | $362,533 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES-$362,533INCLUDED IN OTHER PROGRAM SERVICES ARE COMMUNITY GRANTS AND GRANTS TO INDIVIDUALS OF $362,533.COMMUNITY GRANTS AND GRANTS TO OTHERS INCLUDE GRANTS OF $142,100 TO THE MINNEAPOLIS HEART INSTITUTE AND GRANTS OF $95,000 TO PROJECT FOR PRIDE AND LIVING. THE WALK-IN COUNSELING CENTER WAS GRANTED $40,000 IN 2014. CEDAR RIVERSIDE PEOPLE'S CENTER WAS AWARDED $45,000 IN 2014. EDUCATION GRANTS OF $15,433 WERE ALSO AWARDED IN 2014. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $362,533 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $362,533 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $10,363,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX SERVICES MAIL ROUTE 10890 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6122620660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2925 CHICAGO AVENUE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071321 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| LEE AROSTEGUI MD | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $22,050 | $0 | |
| BEN BACHE-WIIG MD | |||||||
| DIR/PRES ABBOTT NW HOSP | 2.00 | 40.00 | Yes (X) | $0 | $651,269 | $226,471 | |
| ROBERT BARROWS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN BENTDAHL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| M NICHOLAS BURKE MD | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $1,011,995 | $157,874 | |
| CASSIDY BURNS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD CHAFFEE | |||||||
| DIRECTOR/VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER DAHL | |||||||
| DIRECTOR/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DENZER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD EHRICH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARI ERICKSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARNA FULLERTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GOLDENBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON HAWKINS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL HUTTNER | |||||||
| DIRECTOR/VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN JAFFRAY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA KETOVER MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER LACEY | |||||||
| DIRECTOR/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GLORIA LEWIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMERA LILLEMOE MD | |||||||
| DIRECTOR/SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA MACMILLAN | |||||||
| DIRECTOR/CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE MCDONOUGH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KITA MCVAY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM PARHAM MD | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $499,036 | $50,597 | |
| JASON PAULNOCK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD POOLE | |||||||
| DIRECTOR/VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON REED | |||||||
| DIRECTOR | 2.00 | 17.00 | Yes (X) | $0 | $100,000 | $0 | |
| ROBERT SCOTT MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MORRIS SHERMAN | |||||||
| DIRECTOR/VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB SIT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MEYER | |||||||
| DIRECTOR/PRESIDENT | 40.00 | 2.00 | Yes (X) | $0 | $306,595 | $67,361 | Yes (X) |
| DUNCAN GALLAGHER | |||||||
| CFO | 2.00 | 40.00 | $0 | $1,328,758 | $367,505 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,919,703 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $869,808 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TELEFUNDRAISING | ServicesDesc |
| Compensation | $154,044 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,121 | FederatedCampaignsAmt |
| Fundraising | $631,220 | FundraisingAmt |
| Related Organizations | $2,073,858 | RelatedOrganizationsAmt |
| All Other Contributions | $11,603,770 | AllOtherContributionsAmt |
| Noncash Contributions | $766,285 | NoncashContributionsAmt |
| Total Contributions | $14,310,969 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,105,685 | TotalRevenueColumnAmt |
| Exclusion | $1,105,685 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,397,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,240,542 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,156,796 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,156,796 | TotalRevenueColumnAmt |
| Exclusion | $2,156,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $66,480 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $631,220 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $282,682 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$216,202 | TotalRevenueColumnAmt |
| Exclusion | -$216,202 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,357,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,046,279 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,347,692 | TotalAmt |
| Program Services | $10,347,692 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,433 | TotalAmt |
| Program Services | $15,433 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,650 | TotalAmt |
| Management And General | $18,650 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,343 | TotalAmt |
| Fundraising | $172,343 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,464 | TotalAmt |
| Management And General | $66,575 | ManagementAndGeneralAmt |
| Fundraising | $11,889 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,219 | TotalAmt |
| Management And General | $17,511 | ManagementAndGeneralAmt |
| Fundraising | $13,708 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,806 | TotalAmt |
| Management And General | $2,674 | ManagementAndGeneralAmt |
| Fundraising | $2,132 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,865 | TotalAmt |
| Management And General | $8,883 | ManagementAndGeneralAmt |
| Fundraising | $6,982 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633 | TotalAmt |
| Management And General | $355 | ManagementAndGeneralAmt |
| Fundraising | $278 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FOUNDATION STAFF SVCS | $1,083,575 | $606,802 | $476,773 |
| PURCH. SVCS -AFFILIATES | $320,038 | $306,227 | $13,811 |
| MISCELLANEOUS EXPENSES | $4,538 | $2,178 | $2,360 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,093,256 | TotalAmt |
| Program Services | $10,363,125 | ProgramServicesAmt |
| Management And General | $1,029,855 | ManagementAndGeneralAmt |
| Fundraising | $700,276 | FundraisingAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,605,469 | BOYAmt |
| EOY | $7,995,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,072,055 | BOYAmt |
| EOY | $75,070,994 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,568 | BOYAmt |
| EOY | $603,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,587,092 | BOYAmt |
| EOY | $83,769,407 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,250 | BOYAmt |
| EOY | $11,711 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,894 | BOYAmt |
| EOY | $489,964 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,144 | BOYAmt |
| EOY | $501,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,652,195 | BOYAmt |
| EOY | $12,068,987 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,152,504 | BOYAmt |
| EOY | $49,860,378 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,124,249 | BOYAmt |
| EOY | $21,338,367 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,928,948 | BOYAmt |
| EOY | $83,267,732 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,587,092 | BOYAmt |
| EOY | $83,769,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,263,992 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$870,985 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$54,223 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLINA HEALTH SYS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363261413 | EIN |
| Organization Type | 3 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $10,000,592 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $10,000,592 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV SECTION A LINE 6 | FROM TIME TO TIME ABBOTT NORTHWESTERN HOSPITAL FOUNDATION SUPPORTS OTHER NON-PROFIT 501(C)(3) ORGANIZATIONS OR NON-PROFIT GOVERNMENTAL ORGANIZATIONS THAT SUPPORT AND OR CARRY OUT THE THE MISSION, VISION AND VALUES OF ALLINA HEALTH SYSTEM AND THEIR COMMITMENT TO PATIENTS AND THE COMMUNITIES SERVED. ALLINA HEALTH SYSTEM IS THE SUPPORTED ORGANIZATION OF ABBOTT NORTHWESTERN HOSPITAL FOUNDATION. PLEASE SEE SCHEDULE I PART II, GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS, FOR ORGANIZATIONS SUPPORTED BY ABBOTT NORTHWESTERN HOSPITAL FOUNDATION THAT ARE ORGANIZED TO CARRY OUT OR SUPPORT THE PURPOSES, VALUES AND VISION OF ALLINA HEALTH SYSTEM . |
| PART IV SECTION B LINE 2 | FROM TIME TO TIME ABBOTT NORTHWESTERN HOSPITAL FOUNDATION SUPPORTS OR PROVIDES BENEFIT TO OTHER NON-PROFIT 501(C)(3) ORGANIZATIONS OR NON-PROFIT GOVERNMENTAL ORGANIZATIONS THAT SUPPORT AND OR CARRY OUT THE THE MISSION, VISION AND VALUES OF ALLINA HEALTH SYSTEM, THE SUPPORTED ORGANIZATION , AND THEIR COMMITMENT TO PATIENTS AND THE COMMUNITIES SERVED. PLEASE SEE SCHEDULE I PART II, GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS, FOR ORGANIZATIONS BENEFITED BY ABBOTT NORTHWESTERN HOSPITAL FOUNDATION THAT ARE OPERATED TO CARRY OUT OR SUPPORT THE PURPOSES, VALUES AND VISION OF ALLINA HEALTH SYSTEM AND SUPPORT ALLINA'S CARE CONTINUUM OF SERVICES , INCLUDING MEDICAL REHABILITATION, COMMUNITY BASED HEALTH AND WELLNESS SERVICES, ADVOCACY , RESEARCH AND INNOVATION AND ACT IN THE BEST INTEREST OF THE PATIENTS AND COMMUNITIES ALLINA HEALTH SYSTEM IS COMMITTED TO SERVE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,071,801 | BeginningYearBalanceAmt |
| Contributions | $214,118 | ContributionsAmt |
| Investment Earnings Or Losses | $1,410,076 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,573,714 | OtherExpendituresAmt |
| End Year Balance | $45,122,281 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,170,772 | BeginningYearBalanceAmt |
| Contributions | $51,100 | ContributionsAmt |
| Investment Earnings Or Losses | $3,220,855 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,370,926 | OtherExpendituresAmt |
| End Year Balance | $45,071,801 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,471,033 | BeginningYearBalanceAmt |
| Contributions | $131 | ContributionsAmt |
| Investment Earnings Or Losses | $3,275,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,576,044 | OtherExpendituresAmt |
| End Year Balance | $43,170,772 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,761,855 | BeginningYearBalanceAmt |
| Contributions | $5,410 | ContributionsAmt |
| Investment Earnings Or Losses | $70,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,366,545 | OtherExpendituresAmt |
| End Year Balance | $41,471,033 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,320,507 | BeginningYearBalanceAmt |
| Contributions | $6,456 | ContributionsAmt |
| Investment Earnings Or Losses | $3,054,935 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,620,043 | OtherExpendituresAmt |
| End Year Balance | $42,761,855 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH EQUIVALENTS | $2,033,431 | F |
| EQUITY SECURITIES | $12,785,035 | F |
| FIXED INCOME SECURITIES | $34,741,509 | F |
| FUNDS OF HEDGE FUNDS | $7,227,220 | F |
| COMMODITIES & OTHER | $11,178,919 | F |
| MONEY MARKET FUNDS | $7,104,880 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $75,070,994 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM LIABILITY, COLLATERAL AGREEMENT | $478,160 |
| CHARITABLE GIFT ANNUITY OBLIG | $11,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $489,964 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,780,381 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$870,985 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,436 | OtherRevenueAmt |
| Revenue Not Reported | -$859,549 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,639,930 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$282,682 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$282,682 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,357,248 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,441,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $348,341 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $348,341 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,093,256 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,093,256 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CHARITY AND INDIGENT CARE. EDUCATION AND RESEARCH. BUILDINGS AND EQUIPMENT. PATIENT CARE. |
| PART X, LINE 2: | THE FOLLOWING IS A COPY OF NOTE 1 TO THE AUDITED FINANCIAL STATEMENTS: "SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES - INCOME TAX" "ABBOTT NORTHWESTERN HOSPITAL 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 YEARS ENDING 2011 TO 2014 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES." |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 11,436. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -282,682. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN LIABILITY COLLATERAL AGREEMENT -10,841. SPECIAL EVENT EXPENSES 282,682. PRIOR YEAR PLEDGE ADJUSTMENT 76,500. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | TELEFUNDRAISING | 0 | $135,174 | $154,044 | -$18,870 |
| BENTZ WHALEY FLESSNER AND ASSOCIATES INC | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | SOCIAL MEDIA ASSESSMENT | 0 | $0 | $17,000 | -$17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $135,174 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $171,044 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$35,870 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $697,700 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $631,220 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,480 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $38,389 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $93,987 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $25,561 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $124,745 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $697,700 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $631,220 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $66,480 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,389 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $93,987 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,561 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $124,745 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $282,682 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$216,202 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | GRANT WRITING AND RESEARCH, DONOR RELATIONSHIP ACTIVITIES, TELEFUNDRAISING NOTE THAT GROSS RECEIPTS FROM CERTAIN GRANT WRITING, FUNDRAISING AND DONOR RELATIONSHIP ACTIVITIES CANNOT BE SEPARATELY QUANTIFIED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM DBA ABBOTT NORTHWESTERN HOSPITAL | |||||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | 363261413 | 170(B)(1)(A)(III) | $10,000,592 | HOSPITAL OPERATIONS AND PLANT ASSETS ABBOTT NORTHWESTERN HOSPITAL. |
| PROJECT FOR PRIDE IN LIVING INC | |||||||
| 1035 EAST FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | 237232208 | 170(B)(1)(A)(VI) | $95,000 | JOBS TRAINING PROGRAMS FOR ABBOTT NORTHWESTERN HOSPITAL AND ALLINA HEALTH. |
| CEDAR RIVERSIDE PEOPLES CENTER | |||||||
| 425 20TH AVENUE SOUTH | MINNEAPOLIS | MN | 55454 | 410982430 | 170(B)(1)(A)(III) | $45,000 | SUPPORT MEDICAL, DENTAL, AND MENTAL HEALTH SERVICES TO UNINSURED/UNDER-INSURED. |
| WALK-IN COUNSELING CENTER INC | |||||||
| 2421 CHICAGO AVENUE | MINNEAPOLIS | MN | 55404 | 410983461 | 170(B)(1)(A)(VI) | $40,000 | OPERATIONAL SUPPORT FOR MENTAL HEALTH COUNSELING |
| MINNEAPOLIS HEART INSTITUTE FOUNDATION | |||||||
| 920 EAST 28TH STREET | MINNEAPOLIS | MN | 55407 | 411426406 | 170(B)(1)(A)(III) | $142,100 | SUPPORT RESEARCH AND REGISTRIES;SUMMER RESEARCH INTERNSHIP PROGRAM;VALVE SUMMIT 2014 |
| MATTER | |||||||
| 7005 OXFORD STREET | ST LOUIS PARK | MN | 55426 | 371441658 | 170(B)(1)(A)(III) | $10,000 | MEDICAL SUPPLIES TO LIBERIA FOR EBOLA CRISIS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SPRENGER SCHOLARSHIP TO STUDENTS AT VARIOUS COLLEGES AND UNIVERSITIES | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $15,433 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ABBOTT NORTHWESTERN HOSPITAL FOUNDATION STRICTLY MONITORS GRANT FUNDS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER AND INTENDED PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. THE ORGANIZATION HAS A PROCESS THAT INCLUDES A WRITTEN APPLICATION REQUIRING SUPPORTING DOCUMENTATION AND SUBSTANTIATION PRIOR TO GRANT APPROVAL AND DISBURSEMENT. IN ADDITION AND DEPENDING ON THE FACTS AND CIRCUMSTANCE OF THE GRANT, THE ORGANIZATION EMPLOYS VARIOUS METHODS TO ENSURE PROPER AND INTENDED USE SUCH AS PERIODIC REPORTING TO THE ORGANIZATION, FIELD INVESTIGATIONS, CONTRACTS WITH REPAYMENT CLAUSES, REQUIRING ADDITIONAL SUBSTANTIATION AND DOCUMENTATION NOT AVAILABLE AT THE TIME OF THE GRANT, PAYING THIRD PARTIES DIRECTLY ON BEHALF OF THE GRANTEE ORGANIZATION, AND OTHER METHODS AS APPROPRIATE AND WARRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN BACHE-WIIG MD | ||||||||||||||
| DIR/PRES ABBOTT NW HOSP | $0 | $438,196 | $0 | $113,344 | $0 | $99,729 | $0 | $204,482 | $0 | $21,989 | $0 | $877,740 | $0 | $66,206 |
| M NICHOLAS BURKE MD | ||||||||||||||
| DIRECTOR | $0 | $749,915 | $0 | $106,150 | $0 | $155,930 | $0 | $133,385 | $0 | $24,489 | $0 | $1,169,869 | $0 | $111,860 |
| WILLIAM PARHAM MD | ||||||||||||||
| DIRECTOR | $0 | $397,300 | $0 | $33,784 | $0 | $67,952 | $0 | $33,820 | $0 | $16,777 | $0 | $549,633 | $0 | $24,955 |
| RICHARD MEYER | ||||||||||||||
| DIRECTOR/PRESIDENT | $0 | $218,714 | $0 | $50,058 | $0 | $37,823 | $0 | $40,222 | $0 | $27,139 | $0 | $373,956 | $0 | $24,475 |
| DUNCAN GALLAGHER | ||||||||||||||
| CFO | $0 | $611,853 | $0 | $546,534 | $0 | $170,371 | $0 | $346,364 | $0 | $21,141 | $0 | $1,696,263 | $0 | $248,841 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | BEN BACHE-WIIG, MD - $61,974; M. NICHOLAS BURKE, MD - $123,310; WILLIAM PARHAM, MD - $34,673; RICHARD MEYER - $28,829; DUNCAN GALLAGHER - $108,578 |
| PART I, LINE 6 | DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: MANAGEMENT INCENTIVE PLAN (MIP) ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY TO MOST MANAGERS, SOME HIGH-LEVEL INDIVIDUAL CONTRIBUTORS AND EXECUTIVES. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION OF THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA'S PERFORMANCE OVER THE CALENDAR YEAR. PERFORMANCE MEASURES INCLUDE FINANCIAL PERFORMANCE, HOSPITAL AND CLINIC CARE MEASURES AND HOSPITAL AND CLINIC PATIENT EXPERIENCE MEASURES. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. LONG-TERM INCENTIVE PLAN (LTIP) ALLINA HAS A LONG-TERM INCENTIVE PLAN THAT PROVIDES A CASH AWARD OPPORTUNITY TO A SMALL NUMBER OF TOP EXECUTIVES APPROVED FOR PARTICIPATION BY THE COMPENSATION COMMITTEE OF THE BOARD. THE AWARD OPPORTUNITY IS BASED ON ALLINA PERFORMANCE DURING OVERLAPPING THREE-YEAR CYCLES. PERFORMANCE MEASURES AND TARGETS ARE DEFINED BY THE COMMITTEE FOR EACH THREE-YEAR PERIOD AND CAN VARY FROM ONE PERIOD TO ANOTHER DEPENDING ON THE COMMITTEE'S JUDGMENT OF THE MOST IMPORTANT MEASURES OF SUCCESS. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF TARGET AWARD, BASED ON ALLINA'S PERFORMANCE OVER THE PERFORMANCE PERIOD. |
| PART I, LINE 8 | CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ALLINA HEALTH SYSTEM ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS. |
| SCHEDULE J, LINE 4(A)&(B) | ADDITIONAL COMPENSATION DISCLOSURE: DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: ABBOTT NORTHWESTERN HOSPITAL CARDIOVASCULAR SERVICES DIVISION DEFERRED COMPENSATION PLAN UNDER THIS PLAN, THE EMPLOYER PROVIDES A CONTRIBUTION EQUAL TO 15% OF BASE SALARY EACH YEAR. PARTICIPANTS VEST AT A RATE OF 10% EACH YEAR. THERE IS IMMEDIATE VESTING UPON REACHING AGE 60. THE PARTICIPANT MAY ELECT FROM AMONG INVESTMENT ALTERNATIVES THAT ARE SIMILAR TO THOSE AVAILABLE IN THE GENERAL EMPLOYEE RETIREMENT SAVINGS PLAN. UNLIKE THE RETIREMENT SAVINGS PLAN, THE PARTICIPANT HAS THE STATUS AN UNSECURED CREDITOR OF ALLINA AND WILL NOT HAVE A PREFERRED CLAIM TO PAYMENT IN THE CASE OF THE COMPANY'S INABILITY TO PAY. HOWEVER, THE COMPANY DOES SET ASIDE ASSETS FOR ITS OBLIGATIONS BY ACTUALLY INVESTING THE PROMISED ASSETS CONSISTENT WITH PARTICIPANT ELECTIONS. DISTRIBUTIONS OCCUR AT THE EARLIEST OF TERMINATION OF EMPLOYMENT, DISABILITY OR DEATH. IN THE EVENT OF TERMINATION OF EMPLOYMENT, 50% OF THE VESTED BALANCE IS PAYABLE WITHIN 90 DAYS OF TERMINATION OF EMPLOYMENT. THE REMAINING 50% IS PAID ONE YEAR LATER SUBJECT TO COMPLIANCE WITH A NON-COMPETE AGREEMENT. PLAN RESTATEMENT EFFECTIVE JULY 31, 2009, THIS PLAN WAS AMENDED AND RESTATED - CHANGING MANY PROVISIONS OF THE PLAN. KEY CHANGES ARE: (1) THE VESTING CHANGED FROM 10% TO 20% PER YEAR. (2) THE COMPENSATION BASIS FOR CALCULATING THE CONTRIBUTIONS CHANGED FROM BASE ANNUAL SALARY TO "TOTAL BASE COMPENSATION" AS DEFINED IN THE EMPLOYMENT AGREEMENTS OF THE SENIOR CONSULTING CARDIOLOGISTS. (3) DISTRIBUTION RULES CHANGED SUCH THAT ONCE PARTICIPANTS MEET A SERVICE REQUIREMENT AND ALSO HAVE A MINIMUM BALANCE IN THE PLAN (MINIMUM BALANCE ONLY REQUIRES TO PARTICIPANTS ALREADY IN THE PLAN AS OF 12/31/2008) THEY BECOME ELIGIBLE TO CHOOSE A PAYOUT DATE FOR EACH PLAN YEAR GOING FORWARD. PAYOUT DATE CAN BE NO SOONER THAN ONE YEAR FROM THE START OF THE PLAN YEAR TO WHICH IT IS ATTRIBUTABLE. PARTICIPANTS ARE ALLOWED A ONE-TIME CHANGE OF THEIR ELECTED PAYOUT DATE, WITHIN 409A GUIDELINES. DEFAULT PAYOUT DATE IS JANUARY 2020 FOR ANY YEAR IN WHICH THE PARTICIPANT IS NOT ELIGIBLE TO MAKE AN ELECTION OR FOREGOES MAKING AN ELECTION. PLAN AMENDMENT EFFECTIVE JANUARY 1, 2010 ELIGIBILITY WAS AMENDED SUCH THAT A PARTICIPANT IS REQUIRED TO HAVE 12 MONTHS OF SERVICE AT A 0.8 FTE OR GREATER BEFORE ENTRY INTO THE PLAN ON THE FIRST OF THE FOLLOWING QUARTER. ALLINA SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THIS PLAN WAS AMENDED EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. ELIGIBLE ALLINA EXECUTIVES PARTICIPATED IN A DEFINED CONTRIBUTION SERP. EMPLOYER CREDITS WERE MADE EACH YEAR TO THEIR SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE: EXEC YRS OF SERVICE CONTRIBUTION % OF PENSIONABLE EARNINGS 0-5 2.75% 6-10 3.50% 11+ 4.75% EXECUTIVES WERE ALSO CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE PENSION ACCOUNT PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE PENSION ACCOUNT PLAN CREDITING RATE AS DECLARED BY ALLINA. THE CURRENT RATE IS 4%. THE PARTICIPANT VESTS AFTER THREE YEARS OF EXECUTIVE SERVICE PROVIDED THAT IF THE PARTICIPANT TERMINATES EMPLOYMENT WITH ALLINA PRIOR TO AGE 65 FOR ANY REASON OTHER THAN ELIMINATION OF POSITION, THE PARTICIPANT MUST FULFILL THE TERMS OF A COVENANT NOT TO COMPETE. BENEFITS ARE PAID AS A SINGLE LUMP-SUM AMOUNT UPON AGE 65, RETIREMENT, OR JOB ELIMINATION. IN THE CASE OF OTHER VOLUNTARY TERMINATIONS, PAYMENT IS DELAYED UNTIL COMPLETION OF THE TWO-YEAR NON-COMPETE PERIOD. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. EXECUTIVE MUTUAL FUND ACCOUNT PLAN PHYSICIAN MUTUAL FUND ACCOUNT PLAN THESE ACCOUNTS GIVE THE PARTICIPANT THE OPPORTUNITY FOR CAPITAL ACCUMULATION NOT FULLY AVAILABLE TO THEM THROUGH SOCIAL SECURITY OR THE GENERAL EMPLOYEE RETIREMENT PLANS BECAUSE OF MAXIMUMS PLACED ON COMPENSATION THAT CAN BE RECOGNIZED UNDER FEDERAL LAW FOR PURPOSES OF CONTRIBUTIONS. THEY ALSO SERVE AS AN IMPORTANT NON-COMPETE INCENTIVE TO PARTICIPANTS. PRIOR TO THE YEAR IN WHICH CONTRIBUTIONS ARE MADE, THE PARTICIPANT MUST DESIGNATE A VESTING/PAYOUT DATE CONSISTENT WITH THE CONSTRAINTS OF THE PLANS AND FEDERAL DEFERRED COMPENSATION REGULATIONS. AFTER THE CONTRIBUTIONS ARE MADE, THE PARTICIPANT HAS A ONE-TIME LIMITED OPPORTUNITY TO EXTEND THE ELECTED PAYMENT DATE FOR AT LEAST FIVE YEARS. ONCE THE VESTING/PAYOUT DATE HAS BEEN REACHED, ALLINA WILL WITHHOLD THE APPROPRIATE TAXES AND THE BALANCE WILL BE PAID TO THE PARTICIPANT ON THEIR PAYCHECK AS SOON AS ADMINISTRATIVELY FEASIBLE. IF THE PARTICIPANT TERMINATES EMPLOYMENT VOLUNTARILY BEFORE AN AMOUNT IS PAID, PAYMENT WILL BE SUBJECT TO THE PARTICIPANT'S COMPLIANCE WITH A NON-COMPETE AGREEMENT WITH ALLINA FOR TWO YEARS AFTER TERMINATION. THE PARTICIPANT MAY ELECT FROM AMONG INVESTMENT ALTERNATIVES THAT ARE SIMILAR TO THOSE AVAILABLE IN THE RETIREMENT SAVINGS PLAN. UNLIKE THE RETIREMENT SAVINGS PLAN, THE PARTICIPANT HAS THE STATUS AN UNSECURED CREDITOR OF ALLINA AND WILL NOT HAVE A PREFERRED CLAIM TO PAYMENT IN THE CASE OF THE COMPANY'S INABILITY TO PAY. HOWEVER, THE COMPANY DOES SET ASIDE ASSETS FOR ITS OBLIGATIONS BY ACTUALLY INVESTING THE PROMISED ASSETS CONSISTENT WITH PARTICIPANT ELECTIONS. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN (SERP) ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION SERP. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. EMPLOYER CREDITS ARE MADE EACH YEAR TO THEIR SERP BALANCE ACCORDING TO THE FOLLOWING SCHEDULE AS OF THE END OF THE PLAN YEAR: PARTICIPANT'S YEARS OF VESTING SERVICE APPLICABLE PERCENTAGE LESS THAN 1 0% 1-5 5.0% 6-10 5.5% 11-15 6.0% 16 OR MORE 6.5% DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE INVESTMENT OPTIONS SELECTED BY THE PARTICIPANT WHICH ARE THE SAME OPTIONS AVAILABLE UNDER THE QUALIFIED PLAN. A PARTICIPANT WHO HAS COMPLETED AT LEAST TWO YEARS OF SERVICE BECOMES VESTED IN THE PORTION OF HIS OR HER SERP ACCOUNT ATTRIBUTABLE TO THE ANNUAL SERP CREDIT FOR A PARTICULAR YEAR AS OF JANUARY 15 OF THE YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE ANNUAL SERP CREDIT IS EARNED. IN THE EVENT OF TERMINATION (OTHER THAN BECAUSE OF DEATH) PRIOR TO AGE 67, THE DISTRIBUTION DATE SHALL BE AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER TERMINATION IN THE FORM OF A LUMP SUM PAYMENT. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009, THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,291 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $579,994 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE PRICE PROPERTY | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | ABBOTT NORTHWESTERN HOSPITAL FOUNDATION MAY, FROM TIME TO TIME AND IN THE ORDINARY COURSE OF ITS CHARITABLE ACTIVITIES, ACCEPT NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES AND REAL ESTATE. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION USES THIRD PARTIES, SUCH AS SECURITIES BROKERAGE FIRMS AND REAL ESTATE BROKERS SUCH AS REALTORS, TO LIQUIDATE THE PUBLICLY TRADED SECURITIES AND REAL ESTATE TO CASH ON THE OPEN SECURITIES MARKET AND REAL ESTATE MARKET. THE SALE OF PUBLICLY TRADED SECURITIES AND REAL ESTATE ARE GENERALLY SUBJECT TO MARKET RATE BROKERAGE COMMISSIONS AND FEES OF THE THIRD PARTY SECURITIES AND REAL ESTATE BROKERS. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION CASH AND INVESTMENTS ARE POOLED WITH ITS SOLE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM, AND ITS RELATED ORGANIZATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALLINA HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER ORGANIZATION OF ABBOTT NORTHWESTERN HOSPITAL FOUNDATION. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION IS THE SUPPORTING ORGANIZATION AND ALLINA HEALTH SYSTEM IS THE SUPPORTED ORGANIZATION. SEE SCHEDULE A AND SCHEDULE R FOR FURTHER DETAILS. ALLINA HEALTH SYSTEM PROVIDES ABBOTT NORTHWESTERN HOSPITAL FOUNDATION WITH ADMINISTRATIVE AND STAFF SERVICES AT NO COST. THE VALUE OF THE SERVICES PROVIDED BY ALLINA HEALTH SYSTEM TO ABBOTT NORTHWESTERN HOSPITAL FOUNDATION DURING 2014 WERE ESTIMATED AT $1,986,515 AND HAVE BEEN RECORDED AS CONTRIBUTION REVENUE FROM A RELATED ORGANIZATION IN THE STATEMENT OF REVENUE AND AS ADMINISTRATIVE AND FUNDRAISING EXPENSES IN THE STATEMENT OF FUNCTIONAL EXPENSES. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | AS THE SOLE CORPORATE MEMBER ORGANIZATION, ALLINA HEALTH SYSTEM HOLDS CERTAIN RESERVED POWERS OVER ABBOTT NORTHWESTERN HOSPITAL FOUNDATION. THE RESERVED POWERS ARE FULLY DESCRIBED IN ABBOTT NORTHWESTERN HOSPITAL FOUNDATION'S GOVERNING DOCUMENTS AND INCLUDE SUCH POWERS AS ELECTION AND APPROVAL OF DIRECTORS, FINAL APPROVAL OF AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS, APPROVAL OF STRATEGIC PLANS AND CAPITAL AND OPERATING BUDGETS, APPROVAL OF PLANS OF MERGER OR CONSOLIDATION, APPROVAL OF INCURRENCE OF DEBT OR EXPENDITURES IN EXCESS OF CERTAIN AMOUNTS, AND VARIOUS OTHER RESERVED POWERS AS DESCRIBED THEREIN. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE THE EXPLANATION IN SCHEDULE O FOR FORM 990, PART VI, SECTION A, LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11 | ABBOTT NORTHWESTERN HOSPITAL FOUNDATION'S FORM 990 WAS PREPARED BY THE TAX SERVICES FUNCTION OF ALLINA HEALTH SYSTEM, ABBOTT NORTHWESTERN HOSPITAL FOUNDATION'S SOLE CORPORATE MEMBER AND SUPPORTED ORGANIZATION. THE FORM 990 FILING WAS SUBJECTED TO A RIGOROUS REVIEW PROCESS BY ALLINA'S TAX MANAGER AND TAX DIRECTOR. ALLINA'S CHIEF FINANCIAL OFFICER ALSO PERFORMED AN EXECUTIVE REVIEW OF THE FORM 990. AFTER THE MANAGEMENT REVIEW PROCESS DESCRIBED ABOVE WAS COMPLETED, THE FINAL FORM 990, AS ULTIMATELY FILED WITH THE INTERNAL REVENUE SERVICE ["IRS"], WAS PROVIDED TO EACH VOTING MEMBER OF ABBOTT NORTHWESTERN HOSPITAL FOUNDATION'S BOARD OF DIRECTORS. AN ABBOTT NORTHWESTERN HOSPITAL FOUNDATION BOARD OF DIRECTORS MEETING WAS HELD ON OCTOBER 6,2015 TO REVIEW AND DISCUSS THE FORM 990 FILING. ABBOTT NORTHWESTERN HOSPITAL FOUNDATION'S BOARD OF DIRECTORS VOTED ON AND APPROVED A RESOLUTION APPROVING THE FORM 990, THE MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT TO BE FILED WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE BOARD OF DIRECTORS RESOLUTION ALSO DIRECTED OFFICERS TO FILE THE FORM 990 WITH THE IRS, THE CHARITABLE ANNUAL REPORT WITH THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL, AND THE WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE ABOVE STATED REVIEW AND APPROVAL PROCESS OCCURRED PRIOR TO FILING ABBOTT NORTHWESTERN HOSPITAL FOUNDATION'S FORM 990 WITH THE IRS, MINNESOTA CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE MINNESOTA ATTORNEY GENERAL, AND WISCONSIN CHARITABLE ORGANIZATION ANNUAL REPORT WITH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS SEVERAL METHODS OF MONITORING AND ENFORCING COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FIRST, THE ORGANIZATION REGULARLY DISTRIBUTES CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES TO ITS OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS, INCLUDING ANY FAMILY OR BUSINESS RELATIONSHIP. SECOND, THE GENERAL COUNSEL'S OFFICE ANNUALLY DELIVERS A REPORT TO ALLINA'S BOARD OF DIRECTORS WHICH INCLUDES, AMONG OTHER THINGS, THE RESULTS OF THE CONFLICT OF INTEREST QUESTIONNAIRE, AN ANALYSIS OF POTENTIAL CONFLICTS, AND GUIDANCE FOR SATISFACTORILY RESOLVING CONFLICTS. THIRD, THE ORGANIZATION UNDERTAKES MANDATORY COMPLIANCE TRAINING OF ALL ITS EMPLOYEES WHICH INCLUDES TRAINING ON CONFLICTS OF INTEREST. FOURTH, ALL EMPLOYEES RECEIVE, AND ARE EXPECTED TO CONDUCT THEMSELVES IN ACCORDANCE WITH ALLINA'S CODE OF CONDUCT. THE CODE OF CONDUCT CONTAINS EDUCATIONAL MATERIALS AND GUIDANCE TO RESOLVE POTENTIAL CONFLICTS OF INTEREST. FIFTH, ALLINA MAINTAINS A CORPORATE INTEGRITY HOTLINE, A CONFIDENTIAL 24 HOUR EXTERNAL RESOURCE TO HELP ANSWER QUESTIONS RELATED TO ETHICAL BUSINESS CONDUCT. ALL CALLS TO THE INTEGRITY LINE ARE KEPT CONFIDENTIAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | ABBOTT NORTHWESTERN HOSPITAL FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ANY COMPENSATION DISCLOSED AS PAID BY A RELATED ORGANIZATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATION. THEREFORE, FORM 990, PART VI, SECTION B, LINES 15A AND 15B ARE NOT APPLICABLE TO ABBOTT NORTHWESTERN HOSPITAL FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ABBOTT NORTHWESTERN HOSPITAL FOUNDATION MAKES ITS FORM 990, FORM 1023, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. TO ARRANGE AN INSPECTION OR RECEIVE A COPY, PLEASE CONTACT THE FOLLOWING: ABBOTT NORTHWESTERN HOSPITAL FOUNDATION TAX SERVICES MAIL ROUTE 10890 P.O. BOX 43 MINNEAPOLIS, MN 55407-0043 TELEPHONE: 612-262-0660 PHYSICAL ADDRESS: 2925 CHICAGO AVENUE MINNEAPOLIS, MN 55407-1321 THE FORM 990 AND FORM 1023 ARE ALSO AVAILABLE DIRECTLY FROM THE INTERNAL REVENUE SERVICE. THE FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE FROM THE CHARITIES DIVISION OF THE OFFICE OF THE MINNESOTA ATTORNEY GENERAL. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 11,436. CHANGE IN LIABILITY COLLATERAL AGREEMENT 10,841. PRIOR YEAR PLEDGE ADJUSTMENT -76,500. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLINA ASSOCIATED FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 274116873 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| CENTER FOR HEALTHCARE INNOVATION FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 263553868 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| ALLINA HEALTH SYSTEM | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 363261413 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | 0 | N/A | |
| ALLINA INTEGRATED MEDICAL NETWORK | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 275129095 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| MERCY & UNITY HOSPITALS FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 300086426 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| PHILLIPS EYE INSTITUTE FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411613017 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| COURAGE KENNY FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411952989 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| UNITED HOSPITAL FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 237420998 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | ALLINA HEALTH SYSTEM | 0 | |
| UNITED AND CHILDRENS AMBULATORY SURGERY CENTER ASSOCIATION | |||||||||||
| 310 NORTH SMITH AVENUE | ST PAUL | MN | 55102 | 411694626 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| WESTHEALTH INC | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411768814 | HEALTHCARE SERVICES | MN | 501(C)(3) | LINE 3 | ALLINA HEALTH SYSTEM | 0 | |
| MBP FACILITY LLC | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 454078371 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | N/A | |
| REGINA FOUNDATION | |||||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411987372 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 11A, I | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| APPLE VALLEY BUILDING ASSOCIATES LLC | |||||||
| 14655 GALAXIE AVENUE S | APPLE VALLEY | MN | 55124 | 411677072 | RENTAL REAL ESTATE | MN | N/A |
| ASPEN SLEEP CENTER LLC | |||||||
| 1010 BANDANA BOULEVARD WEST | ST PAUL | MN | 55108 | 261850227 | HEALTHCARE SERVICES | MN | N/A |
| MAGNETO LEASING LLC | |||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 201582501 | RENTAL EQUIPMENT | MN | N/A |
| METROPOLITAN INTEGRATED CANCER CARELLC | |||||||
| PO BOX 819066 | DALLAS | TX | 75381 | 205068485 | RADIOLOGY | DE | N/A |
| SOUTHWEST SURGICAL CENTER LLC | |||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 412013700 | SURGICAL SERVICES | MN | N/A |
| GERIATRIC SERVICES OF MINNESOTA LLC | |||||||
| 3366 OAKDALE AVE NORTH SUITE 551 | ROBBINSDALE | MN | 55422 | 453357936 | HEALTHCARE SERVICES | MN | N/A |
| NORTHSTAR SLEEP CENTER LLC | |||||||
| 920 EAST 28TH STREET SUITE 700 | MINNEAPOLIS | MN | 55407 | 452532456 | HEALTHCARE SERVICES | MN | N/A |
| DISTRICT ONE CANCER CENTER LLC | |||||||
| 200 STATE AVENUE | FARIBAULT | MN | 55021 | 451258847 | HEALTHCARE SERVICES | MN | N/A |
| MOBILE IMAGING SERVICES LLC | |||||||
| 1221 NICOLLET MALL STE 600 | MINNEAPOLIS | MN | 554032444 | 411883212 | RADIOLOGY | MN | N/A |
| CROSBY CARDIOVASCULAR SERVICESLLC | |||||||
| 920 E 28TH STREET SUITE 500 | MINNEAPOLIS | MN | 55407 | 412010368 | HEALTHCARE SERVICES | MN | N/A |
| BPA HEALTH LLC | |||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 352490984 | HEALTHCARE SERVICES | MN | N/A |
| TWIN CITIES MEDICAL IMAGINING LLC | |||||||
| 1221 NICOLLET MALL STE 600 | MINNEAPOLIS | MN | 55403 | 463959737 | RADIOLOGY | MN | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM TRUST | |||||||||
| PO BOX 535007 | PITTSBURGH | PA | 15253 | 276712988 | TRUST | PA | N/A | T | 0 |
| ALLINA SPECIALTY ASSOCIATESINC | |||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411802815 | HEALTHCARE SERVICES | MN | N/A | C | 0 |
| HEALTHSPAN SERVICES COMPANY | |||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411249999 | DEBT COLLECTION | MN | N/A | C | 0 |
| ALLINA HEALTH SYSTEM DEFINED BENEFIT MASTER TRUST | |||||||||
| 500 GRANT STREET STE 625 | PITTSBURGH | PA | 15258 | 376520273 | TRUST | PA | N/A | T | 0 |
| ALLINA HEALTH SYSTEM KEYSHARE PLAN | |||||||||
| PO BOX 535007 | PITTSBURGH | PA | 15253 | 276678945 | TRUST | PA | N/A | T | 0 |
| LIFESPAN AFFILIATES DEFERRED COMPENSATION PLAN | |||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 411720860 | TRUST | MN | N/A | T | 0 |
| CREATEHEALTH INC | |||||||||
| PO BOX 43 MAIL ROUTE 10890 | MINNEAPOLIS | MN | 55440 | 260594364 | HEALTHCARE SERVICES | MN | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |