Nonprofit · EIN 27-4116873
ALLINA HEALTH FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55440
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $37,098,935 | $23,596,856 | $13,502,079 | $276,986,525 | $2,343,634 | $274,642,891 |
| December 31, 2023 | 990 | $44,208,090 | $33,157,638 | $11,050,452 | $251,816,935 | $7,528,455 | $244,288,480 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $27,285,239
- Program service revenue
- $0
- Investment income
- $9,813,696
- Net gain from sales of assets
- $3,065,338
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $23,596,856
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $23,596,856
Balance sheet and other
- Total assets, start of year
- $251,816,935
- Total assets, end of year
- $276,986,525
- Total liabilities, end of year
- $2,343,634
- Net assets, end of year
- $274,642,891
- Net assets without donor restrictions
- $50,717,512
- Net assets with donor restrictions
- $223,925,379
- Gross receipts
- $48,287,426
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2010
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA SHANNON | PRESIDENT/CEO Officer | 2 | $0 | $2,639,245 | $1,452,848 |
| DOUGLAS WATSON | EVP/CFO Officer | 2 | $0 | $871,547 | $265,356 |
| TROY LINDLOFF | VP/CHIEF DEVELOPMENT OFFIC Officer | 2 | $0 | $548,088 | $78,098 |
| RICHARD MAGNUSON | EVP/CFO Officer | 2 | $0 | $595,994 | -$67,478 |
| BARBARA BUTTS WILLIAMS PHD | DIRECTOR Trustee or director | 2 | $0 | $17,500 | $0 |
| CHANDA SMITH BAKER | DIRECTOR Trustee or director | 2 | $0 | $14,250 | $0 |
| MARTHA MACMILLAN | DIRECTOR Trustee or director | 2 | $0 | $2,500 | $0 |
| LINDA KETOVER MD | DIRECTOR Trustee or director | 2 | $0 | $2,000 | $0 |
| ANDY KRANE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KARI RIHM | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CYNDI LESHER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLIE MONTREUIL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DAVID L PIPER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BART ZIBROWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA SHANNON | PRESIDENT/CEO Officer | 2 | $0 | $2,613,585 | $466,312 |
| RICHARD MAGNUSON | EVP/CFO Officer | 2 | $0 | $1,888,713 | $10,001 |
| TROY LINDLOFF | VP/CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $445,803 | $73,251 |
| BARBARA BUTTS WILLIAMS PHD | DIRECTOR Trustee or director | 2 | $0 | $10,250 | $0 |
| LINDA KETOVER MD | DIRECTOR Trustee or director | 2 | $0 | $2,000 | $0 |
| ANDY KRANE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHANIE LAITALA-RUPP | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CYNDI LESHER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS MORRISON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLIE MONTREUIL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RON POOLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRUCE ZEILINGER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BART ZIBROWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN LACROIX | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 43, MINNEAPOLIS, MN 55440-0043
- Principal officer (990 for 2024)
- TROY LINDLOFF, PO BOX 43 MR 10890, MINNEAPOLIS, MN 554400043
- Signed the 990
- P DOUGLAS J WATSON, CHIEF FINANCIAL OFFICER
- Phone
- (612) 262-0660
- Website
- WWW.ALLINAHEALTH.ORG/GIVE
Mission
ALLINA HEALTH FOUNDATION IS DEDICATED TO RAISING PHILANTHROPIC SUPPORT TO ADVANCE THE MISSION OF ALLINA HEALTH TO SERVE OUR COMMUNITIES BY PROVIDING EXCEPTIONAL CARE, AS WE PREVENT ILLNESS, RESTORE HEALTH AND PROVIDE COMFORT TO ALL WHO ENTRUST US WITH THEIR CARE.
Program accomplishments
- HEALING ENVIRONMENTS AND PROPERTY IMPROVEMENTS: ALLINA HEALTH FOUNDATION FUNDS SOME COSTS OF CONSTRUCTING AND MAINTAINING HEALING ENVIRONMENTS, CLINICS AND HOSPITALS. THIS INVESTMENT IN PROPERTIES ENSURES THAT ALL LOCATIONS ARE MAINTAINED SO PATIENTS HAVE THE BEST CARE POSSIBLE. PROVIDING HOLISTIC CARE TO PATIENTS REQUIRES MENTAL AND EMOTIONAL WELL-BEING IN CLINICS AND HOSPITALS; THIS STATE OF WELL-BEING IS IMPACTED BY THE PHYSICAL ENVIRONMENT OF THE FACILITIES. ALLINA HEALTH FOUNDATION IS COMMITTED TO IMPROVING PATIENT CARE LOCATIONS, INCLUDING RENOVATIONS AND EXPANSIONS OF CLINICS, HOSPITALS AND SPECIALIZED FACILITIES. IN 2024, ALLINA HEALTH FOUNDATION FUNDING SUPPORTED THE DEVELOPMENT OF THE CENTER FOR MENTAL HEALTH AND ADDICTION ON THE MERCY HOSPPITAL-UNITY CAMPUS IN FRIDLEY. THIS CENTER PROVIDES A FULL RANGE OF SERVICES FOR CHILDREN, TEENS, ADULTS AND SENIORS. ALLINA HEALTH FOUNDATION ALSO FUNDED THE RENOVATION OF THE TRANSITIONAL REHABILITATION PROGRAM THERAPY GYM AT COURAGE KENNY REHABILITATION INSTITUTE IN GOLDEN VALLEY, COMBINING SPACES FOR A LARGER AND MORE EFFICIENT LOCATION THAT IMPORVES COLLABORATION AMONG STAFF MEMBERS.Expenses $10,590,550 · grants $10,590,550
- PATIENT CARE AND COMMUNITY SERVICES: IN SUPPORT OF THE NONPROFIT MISSION OF ALLINA HEALTH, ALLINA HEALTH FOUNDATION FUNDS EDUCATIONAL AND WELLNESS PROGRAMS TO COMMUNITY MEMBERS, REGARDLESS OF THEIR ABILITY TO PAY FOR THE SERVICES. IN 2024, THE FOUNDATION AWARDED GRANTS TO SUPPORT EMERGENCY FINANCIAL ASSISTANCE FOR QUALIFYING CANCER PATIENTS. THIS FUNDING HELPS PATIENTS WITH TRAVEL COSTS, SPECIALIZED TREATMENT AND OTHER EVERYDAY EXPENSES SUPPORTING THEIR PHYSICAL, MENTAL AND EMOTIONAL HEALTH. THE FOUNDATION PROVIDED FUNDING FOR ADAPTIVE SPORTS AND RECREATION PROGRAMS SO PEOPLE WITH DISABILITIES CAN PARTAKE IN OPPORTUNITIES THAT PROVIDE FRIENDSHIP, COMMUNITY, AND PHYSICAL MOVEMENT, ALL OF WHICH ARE IMPORTANT TO MAINTAINING PHYSICAL, MENTAL AND EMOTIONAL HEALTH. BLOOD PRESSURE CUFFS FUNDED BY THE FOUNDATION ARE PROVIDED FREE-OF-CHARGE TO PATIENTS FOR MONITORING THEIR BLOOD PRESSURE AT HOME AND IMPROVING THEIR HEALTH.Expenses $9,144,680 · grants $9,144,680
- CAPITAL EQUIPMENT FOR IMPROVED PATIENT CARE: ENSURING THE AVAILABILITY OF THE LATEST HEALTH TECHNOLOGY EQUIPMENT IS ESSENTIAL FOR PROVIDING THE BEST CARE TO PATIENTS. ALLINA HEALTH FOUNDATION AWARDS GRANTS TO SUPPORT THE PURCHASE OF CAPITAL EQUIPMENT THAT WILL ENSURE PATIENTS HAVE EASIER, MORE CONVENIENT ACCESS TO CARE AND MORE PRECISE DIAGNOSIS AND TREATMENT OF HEALTH CONDITIONS. IN 2024, ALLINA HEALTH FOUNDATION SUPPORTED THE COMPLETION OF THE LINEAR ACCELERATION PROJECT, ALLOWING FOR PRECISE RADIATION TREATMENT FOR CANCER PATIENTS, ENSURING BETTER LIFE-SAVING CARE. THE FOUNDATION SUPPORTED THE PURCHASE OF NEW EQUIPMENT FOR THE RENOVATED TRANSITIONAL REHABILITATION PROGRAM GYM, INCLUDING A BIONESS VECTOR LIFT, THE SECOND ONE FOR COURAGE KENNY REHABILITATION INSTITUTE.Expenses $1,857,621 · grants $1,857,621
- EDUCATION AND RESEARCH: ALLINA HEALTH FOUNDATION PROVIDES FUNDING FOR EDUCATION AND RESEARCH PROJECTS TO PROMOTE THE HEALTH AND WELLNESS OF CURRENT AND FUTURE PATIENTS. OTHER EDUCATIONAL SUPPORT IS AWARDED IN THE FORM OF SCHOLARSHIPS TO EMPLOYEES AND COMMUNITY MEMBERS PURSUING CAREERS IN HEALTH CARE. IN 2024, THE FOUNDATION SUPPORTED RESEARCH ON THE INFLUENCE OF ORTHOPEDIC ROBOTS, COGNITIVE REHABILITATION CLINICAL PRACTICE PROGRAMS, AND DIABETES SCREENING IN PREGNANCY, AND MORE. THESE PROJECTS ALL SUPPORT IMPROVED HEALTH FOR PATIENTS AND EXPANDED UNDERSTANDING OF CARE PRACTICES. ALLINA HEALTH FOUNDATION ALSO SUPPORTS EMPLOYEES WHO ARE FACING UNEXPECTED AND SEVERE FINANCIAL STRAIN DUE TO A CRISIS EVENT. THE CARING FOR COLLEAGUES PROGRAM IS A SOURCE OF SUPPORT TO ENSURE EMPLOYEES ARE CARED FOR WHEN FACING FINANCIAL STRESS THAT MAY BE CAUSED BY A MAJOR HEALTH EVENT, THE LOSS OF A JOB, OR OTHER CRISIS EVENT.Expenses $2,004,005 · grants $2,004,005
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-4116873
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $276,986,525
- Income (IRS master file)
- $48,287,426
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $37,098,935 | $23,596,856 | $276,986,525 | IRS |
| 990 | December 2023 | $44,208,090 | $33,157,638 | $251,816,935 | XML |
| 990 | December 2022 | $29,439,197 | $9,418,081 | $229,483,214 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4116873).
Questions about ALLINA HEALTH FOUNDATION
- What is the EIN of ALLINA HEALTH FOUNDATION?
- The employer identification number (EIN) of ALLINA HEALTH FOUNDATION is 27-4116873.
- Is ALLINA HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ALLINA HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALLINA HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALLINA HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLINA HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ALLINA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names TROY LINDLOFF.
- Who are the officers and directors of ALLINA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does ALLINA HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $37,098,935, expenses of $23,596,856 and total assets of $276,986,525 at year end.
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