MILLER-DWAN FOUNDATION AND SUBSIDIARIES Charity Report

Public IRS 990 nonprofit record

MILLER-DWAN FOUNDATION AND SUBSIDIARIES

EIN 23-7396466 · Fund Raising & Fund Distribution - Health - General and Rehabilitative (E12)

What they do

THE MILLER-DWAN FOUNDATION IMPROVES THE HEALTH of THE PEOPLE of OUR REGION THROUGH THE CREATION of IMPACTFUL COMMUNITY SOLUTIONS THAT OVERCOME BARRIERS. WE SUPPORT THE FUTURE and THE LEGACY of MILLER-DWAN MEDICAL CENTER, POLINSKY MEDICAL REHABILIATION CENTER, COLVAY HOSPICE HOUSE, AMBERWING - CENTER for YOUTH & FAMILY WELL-BEING and OTHER INITIATIVES for OUR REGIONS HEALTH. BY COMING TOGETHER WITH OTHERS WHO SHARE OUR VISION and PASSION, WE ARE ABLE to MAKE A DIFFERENCE IN THE LIVES of PEOPLE EVERY DAY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.94%of revenue went to mission work89.3% of expenses · Program services

3.11%of revenue went to fundraising3.6% of expenses

$87.32spent for every $100 of revenueRevenue covered expenses this year.

6.26%of revenue went to management and office costs7.2% of expenses

$10.57in assets for every $1 spent this yearSome assets cannot be spent right away.

68.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $194,338 for TRACI MARCINIAK (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,892,739

Mission workProgram services$3,034,11377.94% of revenue89.3% of expenses

ManagementOffice and general costs$243,8626.26% of revenue7.2% of expenses

FundraisingAsking for donations$121,1003.11% of revenue3.6% of expenses

Revenue left after expensesReported annual surplus$493,66412.68% of revenueShown in gray on the chart

Total expenses$3,399,07587.32% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 89.3% mission · 7.2% management · 3.6% fundraisingTotal expenses: 87.32% of revenue

2023Expense mix: 89.3% mission · 10.6% management · 0.1% fundraisingTotal expenses: 141.30% of revenue

2022Expense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 112.96% of revenue

2021Expense mix: 86.7% mission · 12.3% management · 1.1% fundraisingTotal expenses: 45.56% of revenue

2020Expense mix: 88.9% mission · 11.1% management · 0.0% fundraisingTotal expenses: 103.10% of revenue

2019Expense mix: 88.8% mission · 11.2% management · 0.0% fundraisingTotal expenses: 115.37% of revenue

2018Expense mix: 85.4% mission · 10.2% management · 4.5% fundraisingTotal expenses: 110.60% of revenue

2017Expense mix: 94.2% mission · 5.8% management · 0.0% fundraisingTotal expenses: 72.51% of revenue

Money in and money out

Revenue$3,892,739

Expenses$3,399,075

Annual surplus $493,664 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,034,113 · 89.3% of expenses

Management and office costs$243,862 · 7.2% of expenses

Fundraising$121,100 · 3.6% of expenses

See all reported dollar amounts

Revenue$3,892,739

Expenses$3,399,075

Assets$35,941,867

Income$9,679,112

Contributions$2,653,609

Mission work (program services)$3,034,113

Fundraising$121,100

Grants given$7,995,023

Average grant$88,834

Management and general$243,862

Stocks and bonds$15,151,770

Accounting fees$41,416

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TRACI MARCINIAKPRESIDENT · 40 hrs/week $194,338Base $170,227 · Other $24,111

RICHARD GERTSEMASENIOR MENTAL HEALTH ADVISOR · 40 hrs/week $142,371Base $118,260 · Other $24,111

JOAN OSSWALDDIRECTOR OF OPERATIONS · 40 hrs/week $113,205Base $101,151 · Other $12,054

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

TRACI MARCINIAKPRESIDENT

RICHARD GERTSEMASENIOR MENTAL HEALTH ADVISOR

JOAN OSSWALDDIRECTOR OF OPERATIONS

MIKE MCPARLANBOARD MEMBER

TRACY LITMENBOARD MEMBER

TIM MCSHANEBOARD MEMBER

TANYA NICHOLSTREASURER/FINANCE CHAIR

RYAN BOMANBOARD MEMBER

MISSY MEIERHOFFBOARD MEMBER

MIKE SEYFERCHAIR

ASHLIE CASTALDOBOARD MEMBER

MARK EMMELBOARD MEMBER

JENNY PETERSONBOARD MEMBER

DR ELENA MEDTCALFSECRETARY

DR BRAD DAVISBOARD MEMBER

CARL CRAWFORDBOARD MEMBER

BRENT MALVICKBOARD MEMBER

About this charity

Recognized since: January 1974
Location: 225 W SUPERIOR ST HOLIDAY CTR 110, DULUTH, MN 55802
County: St. Louis
In care of: TRACI MARCINIAK
Primary officer: TRACI MARCINIAK, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(218) 786-2823

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Fund Raising & Fund Distribution - Health - General and Rehabilitative (E12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes