Nonprofit · EIN 41-1879744
WINONA HEALTH FOUNDATION
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $3,368,093 | $1,911,732 | $1,456,361 | $68,090,807 | $3,941,628 | $64,149,179 |
| September 30, 2024 | 990 | $8,969,865 | $1,630,996 | $7,338,869 | $60,787,789 | $2,203,200 | $58,584,589 |
| September 30, 2023 | 990 | $2,930,854 | $1,194,538 | $1,736,316 | $47,544,457 | $1,702,019 | $45,842,438 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $535,976
- Program service revenue
- $0
- Investment income
- $2,872,234
- Net gain from sales of assets
- $586,584
- Net income from fundraising events
- -$40,117
- Other revenue
- -$40,117
Expenses
- Grants and similar amounts paid
- $1,500,137
- Other salaries and wages
- $175,009
- Salaries, compensation and benefits (total)
- $221,554
- Professional fundraising fees
- $0
- Depreciation
- $480
- Program services (functional)
- $1,500,137
- Management and general (functional)
- $98,596
- Fundraising (functional)
- $312,999
Balance sheet and other
- Total assets, start of year
- $60,787,789
- Total assets, end of year
- $68,090,807
- Total liabilities, end of year
- $3,941,628
- Net assets, end of year
- $64,149,179
- Land, buildings and equipment
- $485,274
- Publicly traded securities
- $53,145,927
- Net assets without donor restrictions
- $32,076,144
- Net assets with donor restrictions
- $32,073,035
- Gross receipts
- $3,426,210
- Employees
- 0
- Volunteers
- 36
- Year formed
- 1996
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew Broghammer MD | Director Trustee or director | 1 | $0 | $534,256 | $97,763 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 1 | $0 | $499,825 | $82,090 |
| Katrina Hammel MD | Director Trustee or director | 1 | $0 | $347,912 | $74,850 |
| E Allen Beguin MD | Director Trustee or director | 1 | $0 | $283,526 | $62,527 |
| Nicholas Modjeski MD | Director Trustee or director | 1 | $0 | $263,268 | $55,449 |
| Jessica Remington | CFO/Treasurer Officer | 1 | $0 | $224,369 | $31,467 |
| Brian Semling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Vaselaar | Director (Oct-Dec)/Chair (Jan-Sep) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Fatima Said | Director Trustee or director | 1 | $0 | $0 | $0 |
| Greg Evans | Director Trustee or director | 1 | $0 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ken Mogren | Chair (thru Jan) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Phil Sonnenberg | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Williams | Director Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Burke | Director Trustee or director | 1 | $0 |
| Steve Blue | Director Trustee or director | 1 | $0 |
| Todd Paulson | Vice Chair Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew Broghammer MD | Director Trustee or director | 1 | $0 | $577,445 | $93,153 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 2 | $0 | $598,839 | $58,288 |
| Katrina Hammel MD | Director Trustee or director | 1 | $0 | $364,813 | $69,860 |
| E Allen Beguin MD | Director Trustee or director | 1 | $0 | $274,105 | $57,812 |
| Nicholas Modjeski MD | Director Trustee or director | 1 | $0 | $252,641 | $50,808 |
| Jessica Remington | CFO/Treasurer Officer | 1 | $0 | $185,124 | $28,713 |
| Ken Mogren | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Steve Blue | Director Trustee or director | 1 | $0 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sandra Burke | Director Trustee or director | 1 | $0 | $0 | $0 |
| Greg Evans | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brian Semling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Williams | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Vaselaar | Director Trustee or director | 1 | $0 | $0 | $0 |
| Fatima Said | Director Trustee or director | 1 | $0 | $0 | $0 |
| Todd Paulson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Toni Highum | Director (Until Dec) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew Broghammer MD | Director Trustee or director | 1 | $0 | $658,129 | $83,342 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 4 | $0 | $616,074 | $73,406 |
| Katrina Hammel MD | Director Trustee or director | 1 | $0 | $346,918 | $69,609 |
| Jan Brosnahan | CFO/Treasurer (Oct-June) Officer | 2 | $0 | $291,015 | $53,442 |
| E Allen Beguin MD | Director Trustee or director | 1 | $0 | $272,250 | $55,238 |
| Nicholas Modjeski MD | Director Trustee or director | 1 | $0 | $240,183 | $46,990 |
| Jessica Remington | CFO/Treasurer (As of July) Officer | 2 | $0 | $143,074 | $21,503 |
| Ken Mogren | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Steve Blue | Director Trustee or director | 1 | $0 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Toni Highum | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sandra Burke | Director Trustee or director | 1 | $0 | $0 | $0 |
| Greg Evans | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brian Semling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Williams | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Vaselaar | Director Trustee or director | 1 | $0 | $0 | $0 |
| Fatima Said | Director Trustee or director | 1 | $0 | $0 | $0 |
| Todd Paulson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 855 MANKATO AVE, WINONA, MN 55987-4868
- In care of
- % ROGER L METZ
- 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
The mission of the Winona Health Foundation is to gather, steward, and distribute resources needed to support and advance the mission of Winona Health and its affiliates.
Program accomplishments
- The Winona Health Foundation assists Winona Health in achieving its mission to inspire, recognize, and empower the caregiver in all of us. The geographic scope is the City of Winona and surrounding communities in Minnesota and Wisconsin. The Foundation makes grants and contributions to Winona Health's nonprofit affiliates including Winona Health Services and Winona Senior Services. Winona Health Services includes a 49-bed primary care hospital that also includes an emergency department, provides outpatient mental health services, rehabilitative and dialysis services, outpatient diagnostics and ambulatory surgery. (Continued on Schedule O)It also includes primary care clinics in Winona and Rushford, Minnesota, and specialty clinics including sports and orthopedic specialists, eye care center, pain management center, psychiatric and counseling services, occupational health, durable medical equipment, retail pharmacy and urgent care clinic. Winona Senior Services includes Lake Winona Manor, a 80-bed skilled nursing facility, Adith Miller and Roger Metz Manors, 20-bed assisted living facilities for memory care, Watkins Manor an assisted living facility for 59 seniors, and hospice services.In the mid-80s, Benjamin A. Miller, a former Winona-area businessman and philanthropist, established the Ben & Adith Miller Patient Care Fund in the Winona Health Foundation in honor of his wife, Adith. The Ben & Adith Miller Patient Care Fund is a unique community resource that helps individuals and families pay for unexpected medical expenses incurred while seeking care at Winona Health.Expenses $1,500,137 · grants $1,500,137
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
- 41-1879744
- 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
- 1999
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $68,090,807
- Income (IRS master file)
- $3,426,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $3,368,093 | $1,911,732 | $68,090,807 | XML |
| 990 | September 2024 | $8,969,865 | $1,630,996 | $60,787,789 | XML |
| 990 | September 2023 | $2,930,854 | $1,194,538 | $47,544,457 | XML |
| 990 | September 2022 | $1,748,604 | $1,518,008 | $43,588,351 | IRS |
| 990 | 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 41-1879744).
Questions about WINONA HEALTH FOUNDATION
- What is the EIN of WINONA HEALTH FOUNDATION?
- The employer identification number (EIN) of WINONA HEALTH FOUNDATION is 41-1879744.
- Is WINONA HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WINONA HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINONA 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 WINONA HEALTH FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended September 30, 2025 names Rachelle Heising-Schultz.
- Who are the officers and directors of WINONA HEALTH FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does WINONA HEALTH FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $3,368,093, expenses of $1,911,732 and total assets of $68,090,807 at year end.
Other nonprofits in WINONA
- WINONA HEALTH SERVICES EIN 41-0713914 · last filed 990 for 2025
- WINONA SENIOR SERVICES INC EIN 41-1936536 · 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