Nonprofit · EIN 41-0713914
WINONA HEALTH SERVICES
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $111,941,292 | $119,314,367 | -$7,373,075 | $99,251,023 | $57,541,338 | $41,709,685 |
| September 30, 2024 | 990 | $110,470,074 | $117,949,378 | -$7,479,304 | $111,213,239 | $61,196,567 | $50,016,672 |
| September 30, 2023 | 990 | $111,121,466 | $122,219,652 | -$11,098,186 | $116,360,896 | $61,301,763 | $55,059,133 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,528,930
- of which government grants
- $182,942
- Program service revenue
- $107,708,453
- Investment income
- $2,703,909
- Net gain from sales of assets
- -$52,970
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $42,624
- Compensation of officers, directors and key employees
- $3,539,067
- Other salaries and wages
- $49,684,556
- Salaries, compensation and benefits (total)
- $66,940,783
- Professional fundraising fees
- $0
- Legal fees
- $36,404
- Accounting fees
- $224,579
- Occupancy
- $2,621,570
- Travel
- $440,020
- Depreciation
- $5,378,258
- Program services (functional)
- $101,197,371
- Management and general (functional)
- $18,069,666
- Fundraising (functional)
- $47,330
Balance sheet and other
- Total assets, start of year
- $111,213,239
- Total assets, end of year
- $99,251,023
- Total liabilities, end of year
- $57,541,338
- Net assets, end of year
- $41,709,685
- Land, buildings and equipment
- $28,393,932
- Publicly traded securities
- $23,143,569
- Net assets without donor restrictions
- $41,709,685
- Gross unrelated business income
- $3,209,133
- Gross receipts
- $111,994,262
- Employees
- 1,037
- Volunteers
- 263
- Year formed
- 1894
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Andrew Millis MD | Orthopedic Physician Highest-paid employee | 40 | $1,096,041 | $111,158 |
| Chad Weaver MD | Dermatologist Highest-paid employee | 40 | $729,975 | $71,702 |
| Randall Norgard MD | Orthopedic Physician Highest-paid employee | 40 | $765,825 | $24,907 |
| George Ripeckyj MD | Radiologist Highest-paid employee | 40 | $696,029 | $78,449 |
| Matthew Broghammer MD | Director Trustee or director | 40 | $534,256 | $97,763 |
| Hans Serleth MD | Surgeon Highest-paid employee | 40 | $517,442 | $90,391 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 46 | $499,825 | $82,090 |
| Katrina Hammel MD | Director Trustee or director | 40 | $347,912 | $74,850 |
| E Allen Beguin MD | Director Trustee or director | 40 | $283,526 | $62,527 |
| Nicholas Modjeski MD | Director Trustee or director | 40 | $263,268 | $55,449 |
| Michael Donnenwerth | Chief Medical Officer Key employee | 40 | $252,270 | $59,821 |
| Robin Hoeg | Chief Operating Officer Key employee | 40 | $228,999 | $37,198 |
| Sara Gabrick thru Feb | Chief Nursing Officer Key employee | 40 | $222,175 | $38,937 |
| Jessica Remington | CFO/Treasurer Officer | 48 | $224,369 | $31,467 |
| Rebecca Lamberty | Chief Administrative Offic Key employee | 40 | $227,213 | $14,642 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ken Mogren thru Jan | Chair Trustee or director, Officer | 3 | $0 |
| David Vaselaar | Director (Oct-Dec)/Chair (Jan-Sep) Trustee or director, Officer | 3 | $0 |
| Todd Paulson | Vice Chair Trustee or director, Officer | 3 | $0 |
| Steve Blue | Director Trustee or director | 3 | $0 |
| Hugh Miller | Director Trustee or director | 3 | $0 |
| Phil Sonnenberg started Jan | Director Trustee or director | 3 | $0 |
| Sandra Burke | Director Trustee or director | 3 | $0 |
| Greg Evans | Director Trustee or director | 3 | $0 |
| Brian Semling | Director Trustee or director | 3 | $0 |
| Robert Williams | Director Trustee or director | 3 | $0 |
| Dave Gilmer | Director Trustee or director | 3 | $0 |
| Fatima Said | Director Trustee or director | 3 | $0 |
990 for the year ended September 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Andrew Millis MD | Orthopedic Physician Highest-paid employee | 40 | $1,096,515 | $88,572 |
| George Ripeckyj MD | Radiologist Highest-paid employee | 40 | $808,487 | $46,415 |
| Matthew Broghammer MD | Director Trustee or director | 40 | $577,445 | $93,153 |
| Hans Serleth MD | Surgeon Highest-paid employee | 40 | $581,768 | $83,450 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 46 | $598,839 | $58,288 |
| Chad Weaver MD | Dermatologist Highest-paid employee | 40 | $644,474 | $11,487 |
| Katrina Hammel MD | Director Trustee or director | 40 | $364,813 | $69,860 |
| E Allen Beguin MD | Director Trustee or director | 40 | $274,105 | $57,812 |
| Nicholas Modjeski MD | Director Trustee or director | 40 | $252,641 | $50,808 |
| Michael Donnenwerth | Chief Medical Officer Key employee | 40 | $248,862 | $50,910 |
| Sara Gabrick | Chief Nursing Officer Key employee | 40 | $226,617 | $36,177 |
| Robin Hoeg | Chief Operating Officer Key employee | 40 | $225,765 | $36,392 |
| Rebecca Lamberty | Chief Administrative Officer Key employee | 40 | $227,646 | $14,111 |
| Jessica Remington | CFO/Treasurer Officer | 48 | $185,124 | $28,713 |
| Randall Norgard MD | Orthopedic Physician Highest-paid employee | 40 | $165,160 | $3,294 |
| Ken Mogren | Chair Trustee or director, Officer | 3 | $0 | $0 |
| Steve Blue | Director Trustee or director | 3 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 3 | $0 | $0 |
| Sandra Burke | Director Trustee or director | 3 | $0 | $0 |
| Greg Evans | Director Trustee or director | 3 | $0 | $0 |
| Brian Semling | Director Trustee or director | 3 | $0 | $0 |
| Robert Williams | Director Trustee or director | 3 | $0 | $0 |
| David Vaselaar | Director Trustee or director | 3 | $0 | $0 |
| Fatima Said | Director Trustee or director | 3 | $0 | $0 |
| Todd Paulson | Director Trustee or director | 3 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 3 | $0 | $0 |
| Toni Highum | Director (Until Dec 23) Trustee or director | 3 | $0 | $0 |
990 for the year ended September 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Andrew Millis MD | Orthopedic Physician Highest-paid employee | 40 | $955,780 | $100,874 |
| George Ripeckyj MD | Radiologist Highest-paid employee | 40 | $770,889 | $43,541 |
| Matthew Broghammer MD | Director Trustee or director | 40 | $658,129 | $83,342 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 46 | $616,074 | $73,406 |
| Hans Serleth MD | Surgeon Highest-paid employee | 40 | $588,321 | $75,411 |
| Kevin Christiansen MD | Dermatologist Highest-paid employee | 40 | $602,606 | $47,450 |
| Wayne Kelly MD | Emergency Medicine Physici Highest-paid employee | 40 | $526,713 | $73,015 |
| Christopher Watras DO | ER Physican/Former Key Emp Former | 40 | $370,032 | $69,302 |
| Katrina Hammel MD | Director Trustee or director | 40 | $346,918 | $69,609 |
| Jan Brosnahan | CFO/Treasurer (Oct-June) Officer | 48 | $291,015 | $53,442 |
| E Allen Beguin MD | Director Trustee or director | 40 | $272,250 | $55,238 |
| Sarah Lallaman DO | Pediatrician Key employee | 40 | $258,889 | $55,252 |
| Michael Donnenwerth | Chief Medical Officer Key employee | 40 | $248,443 | $48,581 |
| Nicholas Modjeski MD | Director Trustee or director | 40 | $240,183 | $46,990 |
| Sara Gabrick | VP Surgical/Specialty Care Key employee | 42 | $224,206 | $41,203 |
| Robin Hoeg | VP Inpatient Services Key employee | 40 | $221,415 | $41,989 |
| Rebecca Lamberty | Chief Administrative Offic Key employee | 40 | $205,838 | $31,468 |
| Jessica Remington | CFO/Treasurer (As of July) Officer | 48 | $143,074 | $21,503 |
| Ken Mogren | Chair Trustee or director, Officer | 3 | $0 | $0 |
| Steve Blue | Director Trustee or director | 3 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 3 | $0 | $0 |
| Toni Highum | Director Trustee or director | 3 | $0 | $0 |
| Sandra Burke | Director Trustee or director | 3 | $0 | $0 |
| Greg Evans | Director Trustee or director | 3 | $0 | $0 |
| Brian Semling | Director Trustee or director | 3 | $0 | $0 |
| Robert Williams | Director Trustee or director | 3 | $0 | $0 |
| David Vaselaar | Director Trustee or director | 3 | $0 | $0 |
| Fatima Said | Director Trustee or director | 3 | $0 | $0 |
| Todd Paulson | Director Trustee or director | 3 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5600, WINONA, MN 55987-0600
- Principal officer (990 for 2024)
- Rachelle Heising-Schultz, 855 Mankato Ave, Winona, MN 55987
- Signed the 990
- Jessica Remington, CFO
- Phone
- (507) 454-3650
- Website
- www.winonahealth.org
- Return prepared by
- Eide Bailly LLP
Mission
To inspire, recognize, and empower the caregiver in all of us.
Program accomplishments
- Winona Health Services (WHS), a 49-bed hospital, has provided care to its community and services from birth to death for 125 plus years. It is the sole community provider in the Winona, Minnesota area. In fiscal year 2025, WHS had 1,178 admissions, 175 births, 2,926 inpatient and outpatient surgeries, and 12,257 visits to the emergency room.To fulfill its mission of community service, the Corporation provides care to patients and residents who meet certain criteria under its charity care and community benefit policy without charge or at amounts less than its established rates. Because the Corporation does not pursue collection of amounts determined to qualify as charity care, (Continued on Schedule O)they are not reported as patient and resident service revenue.Charity Care: WHS provides medical care to the community regardless of an individual's ability to pay. In furtherance of its charitable purpose, the Corporation provides a wide variety of benefits to the community. These services and donations account for a measurable portion of the Corporation's costs and serve to promote healthy life styles, community development, health education, and affordable access to care.The Corporation maintains records to identify and monitor the level of community benefit services it provides. Those records include management's estimate of the cost to provide charity care, the cost of services and supplies furnished for community benefit programs and costs in excess of program payments for treating Medical Assistance patients.In addition to community benefit costs, the Corporation provides additional community contributions such as services to Medicare and Medicaid patients below the costs for treatment, other uncompensated care, discounted pricing to the uninsured, and pays taxes and fees.Expenses $101,197,371 · grants $42,624 · revenue $104,499,320
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 41-0713914
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1935
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $99,251,023
- Income (IRS master file)
- $111,994,262
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $111,941,292 | $119,314,367 | $99,251,023 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $110,470,074 | $117,949,378 | $111,213,239 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $111,121,466 | $122,219,652 | $116,360,896 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $111,095,737 | $113,594,647 | $127,675,264 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 41-0713914).
Questions about WINONA HEALTH SERVICES
- What is the EIN of WINONA HEALTH SERVICES?
- The employer identification number (EIN) of WINONA HEALTH SERVICES is 41-0713914.
- Is WINONA HEALTH SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1935.
- Are donations to WINONA HEALTH SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINONA HEALTH SERVICES 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 WINONA HEALTH SERVICES due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINONA HEALTH SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WINONA HEALTH SERVICES?
- The 990 for the year ended September 30, 2025 names Rachelle Heising-Schultz.
- Who are the officers and directors of WINONA HEALTH SERVICES?
- The 990 for the year ended September 30, 2025 lists 27 people; 15 received compensation from the organization, the highest $1,096,041 (Andrew Millis MD, Orthopedic Physician).
- How much revenue does WINONA HEALTH SERVICES have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $111,941,292, expenses of $119,314,367 and total assets of $99,251,023 at year end.
Other nonprofits in WINONA
- WINONA SENIOR SERVICES INC EIN 41-1936536 · last filed 990 for 2025
- WINONA HEALTH FOUNDATION EIN 41-1879744 · last filed 990 for 2025
- WINONA AREA AMBULANCE SERVICE INC EIN 41-1845488 · last filed 990 for 2025
- ST MARYS UNIVERSITY OF MINNESOTA EIN 41-0695527 · last filed 990 for 2025
- COTTER SCHOOLS EIN 41-1653997 · last filed 990 for 2025
- SLAGGIE FAMILY FOUNDATION EIN 41-1878894 · last filed 990-PF for 2024
- SAINT ANNE OF WINONA EIN 41-0850791 · last filed 990 for 2025
- HIAWATHA VALLEY MENTAL HEALTH CENTER EIN 41-0889423 · last filed 990 for 2025