Totals
- Total revenue
- $7,617,966
- Total expenses
- $3,512,890
- Contributions and grants received
- $0
- Grants paid
- $2,850,000
- Program service revenue
- $0
- Investment income
- $7,617,966
- Other revenue
- $0
- Total assets, end of year
- $76,228,960
- Total liabilities, end of year
- $1,801,500
- Net assets or fund balances, end of year
- $74,427,460
- Program services expenses (Part IX)
- $2,850,000
- Management and general expenses
- $662,890
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,850,000
Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $1,982,798 · excluded $1,982,798
-
7a · Gross sales of assets other than inventory
securities $8,711,507
-
7b · Less cost or other basis and sales expenses
securities $3,076,339
-
7c · Gain or loss
securities $5,635,168
-
7d · Net gain or loss
total $5,635,168 · excluded $5,635,168
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,850,000 · program services $2,850,000
-
11f · Fees: investment management
total $182,890 · management and general $182,890
-
24a · Other expenses: LEASED EMPLOYEES
total $480,000 · management and general $480,000
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $306,382 · end of year $1,749,700
-
4 · Accounts receivable
beginning of year $67,766 · end of year $38,835
-
12 · Investments: other securities
beginning of year $70,457,430 · end of year $74,440,425
-
18 · Grants payable
beginning of year $535,000 · end of year $1,801,500
-
27 · Net assets without donor restrictions
beginning of year $70,296,578 · end of year $74,427,460
Mission and programs · 2024
Mission
THE FOUNDATION GENERALLY SEEKS TO IMPROVE THE HEALTH OF THOSE IN NEED BY INVESTING IN COMMUNITY-LED INITIATIVES THAT ADVANCE HEALTH EQUITY.
Activities or mission (Part I)
THE MEDICA FOUNDATION FUNDS PROGRAMS THAT IMPROVE HEATH AND INCREASE ACCESS TO HEALTH CARE SERVICES
-
BEHAVIORAL HEALTH: WE SEEK PROPOSALS FOR PROGRAMS THAT IMPROVE THE HEALTH OUTCOMES FOR PEOPLE EXPERIENCING OR AT RISK OF SERIOUS MENTAL ILLNESS AND/OR SUBSTANCE USE DISORDERS. WE PRIORITIZE PROPOSALS THAT PROVIDE CULTURALLY-RESPONSIVE CARE AND STRATEGICALLY ALIGN THEIR WORK TO ADVANCE HEALTH EQUITY.WE PRIORITIZE PROPOSALS FOR PROGRAMS THAT IMPROVE THE MENTAL AND CHEMICAL HEALTH OF INDIVIDUALS BY ADDRESSING: BEHAVIORAL HEALTH WORKFORCE, CO-OCCURRING DISORDERS, INTEGRATION OF PHYSICAL AND BEHAVIORAL HEALTH CARE, SERVICE DELIVERY GAPS, SUPPORTIVE AND INTENSIVE CASE MANAGEMENT SERVICESELIGIBILITY: WE PROVIDE BEHAVIORAL HEALTH GRANT FUNDING TO SUPPORT CHEMICAL OR MENTAL HEALTH. PROGRAMMING THAT ADDRESSES THE LIFESTYLE BEHAVIORS OF INDIVIDUALS DOESN'T MEET OUR CRITERIA AND IS INELIGIBLE. PLEASE NOTE THAT THESE ARE PROGRAM GRANTS. ALTHOUGH WE DO NOT PROVIDE FULLY UNRESTRICTED FUNDING, OUR GRANTS CAN BE USED FOR EXPENSES NEEDED TO CARRY OUT THE PROGRAM, INCLUDING STAFF AND A PORTION FOR OVERHEAD.
Expenses $1,500,000 · Grants $1,500,000
-
EARLY CHILDHOOD HEALTH: WE SEEK PROPOSALS FOR EARLY INTERVENTION PROGRAMS THAT SUPPORT FAMILIES AND CHILDREN, AND FOSTER OPTIMAL GROWTH AND DEVELOPMENT FOR CHILDREN FROM BIRTH THROUGH AGE 12. WE PRIORITIZE PROPOSALS THAT PROVIDE CULTURALLY FOCUSED CARE AND THAT STRATEGICALLY ALIGN THEIR WORK TO ADVANCE HEALTH EQUITY. WE PRIORITIZE PROPOSALS THAT ADDRESS: ABUSE PREVENTION, MATERNAL HEALTH AND BIRTH EQUITY (E.G., PRENATAL/PERINATAL CARE AND DOULA SUPPORT), ORAL HEALTH, PARENTING SKILLS, PRIMARY CARE AND IMMUNIZATIONS ELIGIBILITY: NON-HEALTH RELATED EDUCATION AND LIFESTYLE PROGRAMS, INCLUDING PHYSICAL ACTIVITY AND NUTRITION, ARE INELIGIBLE. PROGRAMS, SUCH AS CAMPS, THAT ARE ONE-TIME EXPERIENCES ARE ALSO INELIGIBLE. MENTAL HEALTH PROPOSALS FOR CHILDREN SHOULD BE SUBMITTED THROUGH OUR BEHAVIORAL HEALTH FUNDING AREA. PLEASE NOTE THAT THESE ARE PROGRAM GRANTS. ALTHOUGH WE DO NOT PROVIDE FULLY UNRESTRICTED FUNDING, OUR GRANTS CAN BE USED FOR EXPENSES NEEDED TO CARRY OUT THE PROGRAM, INCLUDING STAFF AND A PORTION FOR OVERHEAD.
Expenses $400,000 · Grants $400,000
-
RURAL HEALTH: WE AIM TO FUND COMMUNITY-LED SOLUTIONS THAT ADDRESS HEALTH EQUITY IN RURAL COMMUNITIES. WE PRIORITIZE PROPOSALS THAT ADDRESS: CULTURALLY-FOCUSED CARE, DENTAL HEALTH, DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVICES AND PREVENTION, INDEPENDENT LIVING FOR SENIORS, MATERNAL AND BIRTH HEALTH, MENTAL HEALTH AND CHEMICAL HEALTH, PRIMARY CARE FOR UNDERSERVED COMMUNITIES, SEXUAL HEALTH, TRANSPORTATION FOR MEDICAL/HEALTH APPOINTMENTS. ELIGIBILITY: RURAL HEALTH GRANT RECIPIENTS ARE ELIGIBLE TO SUBMIT AN APPLICATION FOR FUNDING IN CONSECUTIVE YEARS. FUNDING IS LIMITED TO ORGANIZATIONS BASED OUTSIDE OF THE SEVEN-COUNTY TWIN CITIES METROPOLITAN AREA. ORGANIZATIONS SEEKING TO DO WORK WITHIN OUR SERVICE AREA BUT DO NOT HAVE A PHYSICAL PRESENCE IN GREATER MINNESOTA ARE INELIGIBLE. FUNDING REQUESTS FOR EVENTS, SPONSORSHIPS, SEMINARS, MUSEUMS, CAMPS, AND GENERAL HEALTH AND WELLNESS ACTIVITIES INCLUDING NUTRITION, EXERCISE, ETC., ARE INELIGIBLE.
Expenses $400,000 · Grants $400,000
-
MEDICA FOUNDATION GENERAL FUNDING
Expenses $350,000 · Grants $350,000
-
MEDICA FOUNDATION STRATEGIC GRANT
Expenses $200,000 · Grants $200,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John BuckJOHN BUCK
DIRECTOR
- Total calculated
- $145,250
- From this org
- $0
- From related orgs
- $145,250
- Other
- $0
- Hours/week
- 0 + 15 related
-
John StanochJOHN STANOCH
DIRECTOR & CHAIR
- Total calculated
- $128,500
- From this org
- $0
- From related orgs
- $128,500
- Other
- $0
- Hours/week
- 0 + 10 related
-
Mary TwinemMARY TWINEM
DIRECTOR & VICE CHAIR
- Total calculated
- $90,250
- From this org
- $0
- From related orgs
- $90,250
- Other
- $0
- Hours/week
- 0 + 10 related
-
Gaye Adams MasseyGAYE ADAMS MASSEY
DIRECTOR
- Total calculated
- $87,750
- From this org
- $0
- From related orgs
- $87,750
- Other
- $0
- Hours/week
- 0 + 10 related
-
Ugwuji MaduekweUGWUJI MADUEKWE
DIRECTOR
- Total calculated
- $18,500
- From this org
- $0
- From related orgs
- $18,500
- Other
- $0
- Hours/week
- 0 + 10 related
-
Elizabeth F EricksonELIZABETH F ERICKSON
PRESIDENT, CEO, & TREAS THRU 1/2024
- Total calculated
- $1,870,851
- From this org
- $0
- From related orgs
- $1,669,649
- Other
- $201,202
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $985,480 related
- Bonus
- $0 + $522,989 related
- Other
- $0 + $161,180 related
- Deferred
- $0 + $160,811 related
- Nontaxable benefits
- $0 + $40,391 related
- Filer's total
- $0 + $1,870,851 related
-
Mary P QuistMARY P QUIST
SR. VP, FINANCE THRU 6/2024
- Total calculated
- $639,953
- From this org
- $0
- From related orgs
- $604,708
- Other
- $35,245
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $185,247 related
- Bonus
- $0 + $355,809 related
- Other
- $0 + $63,652 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $21,445 related
- Filer's total
- $0 + $639,953 related
-
Krista DusilKRISTA DUSIL
SVP, CFO, & TREASURER
- Total calculated
- $920,238
- From this org
- $0
- From related orgs
- $804,123
- Other
- $116,115
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $428,011 related
- Bonus
- $0 + $300,026 related
- Other
- $0 + $76,086 related
- Deferred
- $0 + $91,882 related
- Nontaxable benefits
- $0 + $24,233 related
- Filer's total
- $0 + $920,238 related
-
Alicia ReuterALICIA REUTER
SVP & CHIEF LEGAL OFFICER, SECRETARY
- Total calculated
- $481,224
- From this org
- $0
- From related orgs
- $408,482
- Other
- $72,742
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $244,472 related
- Bonus
- $0 + $125,026 related
- Other
- $0 + $38,984 related
- Deferred
- $0 + $55,274 related
- Nontaxable benefits
- $0 + $17,468 related
- Filer's total
- $0 + $481,224 related
-
Samuel LeonSAMUEL LEON
FORMER DIRECTOR
- Total calculated
- $23,250
- From this org
- $0
- From related orgs
- $23,250
- Other
- $0
- Hours/week
- 0 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $23,250 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $23,250 related
-
Mark L BairdMARK L BAIRD
FORMER SVP & CFO
- Total calculated
- $370,125
- From this org
- $0
- From related orgs
- $370,125
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $124,000 related
- Other
- $0 + $246,125 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $370,125 related
-
James P JacobsonJAMES P JACOBSON
FORMER SVP SEC & GEN COUNSEL
- Total calculated
- $403,815
- From this org
- $0
- From related orgs
- $403,815
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $403,815 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $403,815 related
-
David H EllenbogenDAVID H ELLENBOGEN
FORMER SVP SEC & GEN COUNSEL
- Total calculated
- $226,230
- From this org
- $0
- From related orgs
- $224,611
- Other
- $1,619
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $11,188 related
- Bonus
- $0
- Other
- $0 + $213,423 related
- Deferred
- $0 + $453 related
- Nontaxable benefits
- $0 + $1,166 related
- Filer's total
- $0 + $226,230 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- MEDICA FOUNDATION, THE FILING ORGANIZATION DOES NOT PAY COMPENSATION. ALL COMPENSATION IS PAID BY MEDICA SERVICES COMPANY, A RELATED ORGANIZATION. WHEN ESTABLISHING COMPENSATION MEDICA SERVICES COMPANY USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- PART I, LINE 4B
- THE FOLLOWING RECEIVED A SUPPLEMENT NONQUALIFIED RETIREMENT PLAN PAYMENT FROM MEDICA SERVICES COMPANY, A RELATED ORGANIZATION: MARK L. BAIRD - $43,667 KRISTA DUSIL - $73,769 DAVID H. ELLENBOGEN - $213,151 ELIZABETH F. ERICKSON - $152,285 JAMES P. JACOBSON - $126,993 ALICIA REUTER - $37,500 MARY P. QUIST -$58,545
- PART I, LINE 6
- MANAGEMENT INCENTIVE COMPENSATION INCLUDES COMPONENTS RELATED TO THE ORGANIZATION'S OPERATING EARNINGS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
MEWINZHA ONDAADIZIIKE WIIGAMING
$200,000
EARLY CHILDHOOD HEALTH
-
$140,000
BEHAVIORAL HEALTH
-
$140,000
BEHAVIORAL HEALTH
-
$140,000
BEHAVIORAL HEALTH
-
BEHAVIORAL HEALTH
-
$140,000
BEHAVIORAL HEALTH
-
BEHAVIORAL HEALTH
-
$140,000
BEHAVIORAL HEALTH
-
UNIVERSITY OF MINNESOTA FOUNDATION
$140,000
BEHAVIORAL HEALTH
-
VETERAN RESILIENCE PROJECT INC
$140,000
BEHAVIORAL HEALTH
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(4) · HEALTH COVERAGE · MN
Directly controlled by MHC
-
501(C)(4) · HEALTH COVERAGE · MN
Directly controlled by MHC
-
501(C)(4) · HOLDING COMPANY · MN
-
501(C)(4) · HEALTH COVERAGE · MO
Directly controlled by MFCJVN
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
MS COMMUNITY NFP JV (MFCJVN) LLC
0 · MN
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MEDICA INSURANCE COMPANY
C · HEALTH INSURANCE · MN
Directly controlled by MAS
-
MEDICA SELF-INSURED
C · THIRD PARTY ADMIN · MN
Directly controlled by MAS
-
MEDICA AFFILIATED SERVICES (MAS)
C · HOLDING COMPANY · MN
Directly controlled by MHC
-
MEDICA HEALTH MANAGEMENT
C · HEALTH MANAGEMENT · MN
Directly controlled by MAS
-
MMSI INC
C · HEALTH INSURANCE · MN
Directly controlled by MAS
-
MEDICA SERVICES COMPANY LLC
C · ADMIN SERVICES · MN
Directly controlled by MAS
-
DEAN HEALTH PLAN INC
C · HEALTH INSURANCE · WI
Directly controlled by DHI
-
DEAN HEALTH INSURANCE INC (DHI)
C · HEALTH INSURANCE · WI
Directly controlled by MSCJV
-
MEDICA CENTRAL INSURANCE COMPANY
C · HEALTH INSURANCE · MO
Directly controlled by MSCJV
-
DEAN HEALTH SERVICES COMPANY LLC
C · ADMIN SERVICES · WI
Directly controlled by MSCJV
-
MS COMMUNITY JV LLC (MSCJV)
C · HOLDING COMPANY · MN
Directly controlled by MHC
-
MEDICA REGIONAL INSURANCE COMPANY
C · HEALTH INSURANCE · MN
Directly controlled by MAS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349308750
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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