ALLINA HEALTH FOUNDATION Charity Report

Public IRS 990 nonprofit record

ALLINA HEALTH FOUNDATION

EIN 27-4116873 · Single Organization Support (E11)

What they do

THE 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. FOUNDATION FUNDING SUPPORTS A FULL RANGE of PRIMARY and SPECIALTY HEALTH CARE SERVICES, INCLUDING ADVANCED INPATIENT and OUTPATIENT CARE, 24-HOUR EMERGENCY CARE, MEDICAL TRANSPORTATION, PHARMACY, LABORATORY, HOME CARE and HOSPICE SERVICES. BECAUSE of ITS CHARITABLE MISSION, ALLINA HEALTH PROVIDES THESE HEALTH CARE SERVICES AS WELL AS EDUCATIONAL and WELLNESS PROGRAMS to COMMUNITY MEMBERS, REGARDLESS of THEIR ABILITY to PAY for THE SERVICES. ALLINA HEALTH PROVIDES COMMUNITY CONTRIBUTIONS SUCH AS IN-KIND DONATIONS, FREE and REDUCED-COST MEDICAL CARE and SERVICES, and FUNDING for PUBLIC HEALTH PROGRAMS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $100.00 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 leaders14 people are listed in the latest report.

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

Money made simple

63.61%of revenue went to mission work100.0% of expenses · Program services

$63.61spent for every $100 of revenueRevenue covered expenses this year.

$11.74in assets for every $1 spent this yearSome assets cannot be spent right away.

73.5%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 $1,452,848 for LISA SHANNON (PRESIDENT/CEO). 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$37,098,935

Mission workProgram services$23,596,85663.61% of revenue100.0% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$13,502,07936.39% of revenueShown in gray on the chart

Total expenses$23,596,85663.61% 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: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 63.61% of revenue

2023Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 75.00% of revenue

2022Expense mix: 99.3% mission · 0.7% management · 0.0% fundraisingTotal expenses: 31.99% of revenue

2021Expense mix: 80.0% mission · 16.1% management · 3.9% fundraisingTotal expenses: 105.24% of revenue

2020Expense mix: 69.1% mission · 25.2% management · 5.8% fundraisingTotal expenses: 57.57% of revenue

2019Expense mix: 54.1% mission · 34.5% management · 11.5% fundraisingTotal expenses: 76.21% of revenue

2018Expense mix: 53.1% mission · 17.2% management · 29.7% fundraisingTotal expenses: 88.58% of revenue

2017Expense mix: 59.5% mission · 14.1% management · 26.4% fundraisingTotal expenses: 96.89% of revenue

Money in and money out

Revenue$37,098,935

Expenses$23,596,856

Annual surplus $13,502,079 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)$23,596,856 · 100.0% of expenses

See all reported dollar amounts

Revenue$37,098,935

Expenses$23,596,856

Assets$276,986,525

Income$48,287,426

Contributions$27,285,239

Mission work (program services)$23,596,856

Grants given$69,797,889

Average grant$1,144,228

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

LISA SHANNONPRESIDENT/CEO · 2 hrs/week $1,452,848Base · Other $1,452,848

DOUGLAS WATSONEVP/CFO · 2 hrs/week $265,356Base · Other $265,356

TROY LINDLOFFVP/CHIEF DEVELOPMENT OFFIC · 2 hrs/week $78,098Base · Other $78,098

RICHARD MAGNUSONEVP/CFO · 2 hrs/week -$67,478Base · Other -$67,478

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 (14)

LISA SHANNONPRESIDENT/CEO

DOUGLAS WATSONEVP/CFO

TROY LINDLOFFVP/CHIEF DEVELOPMENT OFFIC

ANDY KRANEDIRECTOR

BARBARA BUTTS WILLIAMS PHDDIRECTOR

BART ZIBROWSKIDIRECTOR

CHANDA SMITH BAKERDIRECTOR

CHARLIE MONTREUILDIRECTOR

CYNDI LESHERDIRECTOR

DAVID L PIPERDIRECTOR

KARI RIHMDIRECTOR

LINDA KETOVER MDDIRECTOR

MARTHA MACMILLANDIRECTOR

RICHARD MAGNUSONEVP/CFO

About this charity

Recognized since: January 2011
Location: PO BOX 43, MINNEAPOLIS, MN 55440-0043
County: Hennepin
In care of: P DOUGLAS J WATSON
Primary officer: P DOUGLAS J WATSON, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Emailallinahealthfoundation@allina.com Phone(612) 262-0660

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
NTEE classification: Single Organization Support (E11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes