MERCY AND UNITY HOSPITALS FOUNDATION Charity Report

Public IRS 990 nonprofit record

MERCY AND UNITY HOSPITALS FOUNDATION

EIN 30-0086426 · Single Organization Support (E11)

What they do

THE MERCY HOSPITAL FOUNDATION EXISTS to ENHANCE THE HEALTH of THE PATIENTS of MERCY HOSPITAL and THE COMMUNITIES THAT WE SERVE. THE FOUNDATION SUPPORTS THE EFFORTS of THE HOSPITAL IN PROVIDING EXCEPTIONAL PATIENT CARE, ADVANCED TECHNOLOGY, and A HEALTHY WORK ENVIRONMENT THROUGH FUNDRAISING.THE MERCY HOSPITAL FOUNDATION SUPPORTS THE AWARD-WINNING CARE THAT is PROVIDED to THE PATIENTS of OUR HOSPITAL BY RAISING MONEY FROM INDIVIDUALS, CORPORATIONS, and FOUNDATIONS.THE FUND RAISING CONDUCTED BY MERCY HOSPITAL FOUNDATION SUPPORTS THE PROGRAMS of THE HOSPITAL. THESE PROGRAMS ARE DESIGNED to MEET THE NEEDS of OUR PATIENTS, STAFF and COMMUNITY MEMBERS. ULTIMATELY, OUR PATIENTS BENEFIT FROM THE LATEST TECHNOLOGY AVAILABLE and THE MOST INNOVATIVE CARE POSSIBLE. OUR STAFF BENEFITS FROM WORKING IN A SAFE ENVIRONMENT THAT SUPPORTS THEIR NEEDS. OUR COMMUNITY BENEFITS BY HAVING EXCEPTIONAL CARE AVAILABLE CLOSE to HOME.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.10 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 2022The report may be old. Ask for a newer one.

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

They name their leaders16 people are listed in the latest report.

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

Money made simple

153.35%of revenue went to mission work71.1% of expenses · Program services

30.23%of revenue went to fundraising14.0% of expenses

$215.69spent for every $100 of revenueSpending was higher than revenue this year.

32.10%of revenue went to management and office costs14.9% of expenses

96.1%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.

Worth asking: Expenses exceeded revenue by $268,939 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $103,314 for RICHARD MAGNUSON (CFO). 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 2022

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$232,467

Mission workProgram services$356,489153.35% of revenue71.1% of expenses

ManagementOffice and general costs$74,63332.10% of revenue14.9% of expenses

FundraisingAsking for donations$70,28430.23% of revenue14.0% of expenses

Total expenses$501,406215.69% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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

2022CurrentExpense mix: 71.1% mission · 14.9% management · 14.0% fundraisingTotal expenses: 215.69% of revenue

2021Expense mix: 42.2% mission · 32.1% management · 25.6% fundraisingTotal expenses: 70.03% of revenue

2020Expense mix: 62.8% mission · 22.4% management · 14.7% fundraisingTotal expenses: 75.55% of revenue

2019Expense mix: 68.4% mission · 18.9% management · 12.7% fundraisingTotal expenses: 103.26% of revenue

2018Expense mix: 72.3% mission · 16.5% management · 11.2% fundraisingTotal expenses: 137.27% of revenue

2017Expense mix: 66.3% mission · 16.9% management · 16.7% fundraisingTotal expenses: 82.51% of revenue

2016Expense mix: 64.6% mission · 17.4% management · 18.0% fundraisingTotal expenses: 78.82% of revenue

Money in and money out

Revenue$232,467

Expenses$501,406

Annual shortfall $268,939 Expenses were higher than revenue 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)$356,489 · 71.1% of expenses

Management and office costs$74,633 · 14.9% of expenses

Fundraising$70,284 · 14.0% of expenses

See all reported dollar amounts

Revenue$232,467

Expenses$501,406

Income$4,421,420

Contributions$223,504

Mission work (program services)$356,489

Fundraising$70,284

Grants given$6,907,672

Average grant$383,760

Management and general$74,633

Accounting fees$769

People

Leadership and board

Tax year 2022

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

People reported as paid

Person and titleCompensation

RICHARD MAGNUSONCFO · 2 hrs/week $103,314Base · Other $103,314

SARA CRIGERDIRECTOR/PRES. MERCY HOSP. · 2 hrs/week $100,099Base · Other $100,099

PAULA INMANDIRECTOR/TREASURER · 2 hrs/week $46,234Base · Other $46,234

SARA H SCHOEL MDDIRECTOR · 2 hrs/week $22,575Base · Other $22,575

LINDA ORTNERDIRECTOR/EXEC DIR FNDTN · 2 hrs/week $16,724Base · Other $16,724

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 (16)

RICHARD MAGNUSONCFO

SARA CRIGERDIRECTOR/PRES. MERCY HOSP.

PAULA INMANDIRECTOR/TREASURER

SARA H SCHOEL MDDIRECTOR

LINDA ORTNERDIRECTOR/EXEC DIR FNDTN

CHRIS WEINHOLDDIRECTOR

D BRENT SIMONS MDDIRECTOR

DARCY BOARDDIRECTOR

DONNA SCOLLONDIRECTOR

EVA RASMUSSENDIRECTOR

JOHN KNOLLDIRECTOR

KYLE JOHANSENDIRECTOR

ROSEMARIE DONLINDIRECTOR

SCOTT PETERSON DODIRECTOR

STEVE KALINADIRECTOR

TAMMY SCHEMMELDIRECTOR

About this charity

Location: P O BOX 43 INTERNAL ZIP 10890, MINNEAPOLIS, MN 554400043
County: Hennepin
In care of: RICHARD E MAGNUSON
Primary officer: RICHARD E MAGNUSON, 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: 2022
Tax period began: January 1, 2022
Return type: 990
NTEE classification: Single Organization Support (E11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes