Skip to content
Nonprofiteer
← ALLINA HEALTH SYSTEM

Form 990 for tax year 2024

Filed by ALLINA HEALTH SYSTEM.

Totals

Total revenue
$5,929,260,387
Total expenses
$5,835,310,037
Contributions and grants received
$39,714,759
Grants paid
$5,558,480
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$5,090,784,810
Management and general expenses
$736,258,335
Fundraising expenses
$8,266,892
Program service expenses (Part III)
$5,090,784,810

Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LISA SHANNON

    PRESIDENT/CEO

    Total calculated
    $4,092,093
    From this org
    $2,639,245
    From related orgs
    $0
    Other
    $1,452,848
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,758,017
    Bonus
    $600,000
    Other
    $281,228
    Deferred
    $1,416,366
    Nontaxable benefits
    $36,482
    Filer's total
    $4,092,093

  • DANIEL O'LAUGHLIN MD

    DIRECTOR

    Total calculated
    $596,785
    From this org
    $479,171
    From related orgs
    $0
    Other
    $117,614
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $474,571
    Bonus
    $0
    Other
    $4,600
    Deferred
    $79,614
    Nontaxable benefits
    $38,000
    Filer's total
    $596,785

  • DARRELL TUKUA

    DIRECTOR

    Total calculated
    $20,500
    From this org
    $20,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • CHALLIS LOWE

    DIRECTOR

    Total calculated
    $17,869
    From this org
    $17,869
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BARBARA BUTTS WILLIAMS PHD

    DIRECTOR

    Total calculated
    $17,500
    From this org
    $17,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • LAURA GILLUND

    DIRECTOR

    Total calculated
    $16,500
    From this org
    $16,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DAVID KUPLIC

    DIRECTOR

    Total calculated
    $16,500
    From this org
    $16,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • SHAWN ULREICH

    DIRECTOR

    Total calculated
    $15,360
    From this org
    $15,360
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • CHANDA SMITH BAKER

    DIRECTOR

    Total calculated
    $14,250
    From this org
    $14,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • RAYMOND CLAY AHRENS

    DIRECTOR

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MAYKAO HANG DPA

    DIRECTOR

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • RUTH WILLIAMS-BRINKLEY

    DIRECTOR

    Total calculated
    $7,095
    From this org
    $7,095
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LOUIS KING II

    DIRECTOR

    Total calculated
    $6,250
    From this org
    $6,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • AMY RONNEBERG

    DIRECTOR

    Total calculated
    $6,250
    From this org
    $6,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BRIAN MCGRANE

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • JENNIFER ALSTAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHARI BALLARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN CHURCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES KOLAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LEE MITAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DEBBRA SCHONEMAN

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS SCHREIER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY WELSH

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • VICKI YANISCH RASMUSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DOMINICA TALLARICO

    EVP, CHIEF OPERATING OFFIC

    Total calculated
    $2,099,029
    From this org
    $1,460,917
    From related orgs
    $0
    Other
    $638,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,202,264
    Bonus
    $228,462
    Other
    $30,191
    Deferred
    $603,006
    Nontaxable benefits
    $35,107
    Filer's total
    $2,099,030

  • CHRISTINE MOORE

    EVP, CHIEF ADMINISTRATIVE

    Total calculated
    $1,559,731
    From this org
    $1,582,787
    From related orgs
    $0
    Other
    -$23,056
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $575,119
    Bonus
    $285,040
    Other
    $722,628
    Deferred
    -$54,888
    Nontaxable benefits
    $31,833
    Filer's total
    $1,559,732

  • ELIZABETH TRUESDELL SMITH

    SECRETARY/SVP GEN COUN.

    Total calculated
    $1,379,910
    From this org
    $1,146,269
    From related orgs
    $0
    Other
    $233,641
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $687,067
    Bonus
    $100,000
    Other
    $359,202
    Deferred
    $201,682
    Nontaxable benefits
    $31,959
    Filer's total
    $1,379,910

  • LAWRENCE CHO

    SVP, CHIEF STRATEGY & GROW

    Total calculated
    $1,369,790
    From this org
    $973,925
    From related orgs
    $0
    Other
    $395,865
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $670,910
    Bonus
    $250,000
    Other
    $53,015
    Deferred
    $395,865
    Nontaxable benefits
    $0
    Filer's total
    $1,369,790

  • HSIENG SU MD

    SVP, CHIEF MEDICAL OFFICER

    Total calculated
    $1,323,110
    From this org
    $900,784
    From related orgs
    $0
    Other
    $422,326
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $826,115
    Bonus
    $0
    Other
    $74,669
    Deferred
    $398,982
    Nontaxable benefits
    $23,344
    Filer's total
    $1,323,110

  • DOUGLAS WATSON

    EVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $1,136,903
    From this org
    $871,547
    From related orgs
    $0
    Other
    $265,356
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $564,390
    Bonus
    $210,000
    Other
    $97,157
    Deferred
    $251,772
    Nontaxable benefits
    $13,584
    Filer's total
    $1,136,903

  • DANDRE CARPENTER DNP

    SVP SYSTEM NURSING OFFICER

    Total calculated
    $1,041,748
    From this org
    $799,890
    From related orgs
    $0
    Other
    $241,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $600,671
    Bonus
    $100,000
    Other
    $99,219
    Deferred
    $231,209
    Nontaxable benefits
    $10,649
    Filer's total
    $1,041,748

  • SARAH STUMME CARTER

    SVP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $864,596
    From this org
    $729,303
    From related orgs
    $0
    Other
    $135,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $553,776
    Bonus
    $130,000
    Other
    $45,527
    Deferred
    $135,293
    Nontaxable benefits
    $0
    Filer's total
    $864,596

  • RICHARD MAGNUSON

    TREASURER/EVP/CFO

    Total calculated
    $528,516
    From this org
    $595,994
    From related orgs
    $0
    Other
    -$67,478
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $235,997
    Bonus
    $100,000
    Other
    $259,997
    Deferred
    -$70,978
    Nontaxable benefits
    $3,500
    Filer's total
    $528,516

  • KIMBERLY JORDAN

    VP, CHIEF COMPLIANCE OFFICER

    Total calculated
    $241,607
    From this org
    $209,299
    From related orgs
    $0
    Other
    $32,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,427
    Bonus
    $25,000
    Other
    $1,872
    Deferred
    $25,846
    Nontaxable benefits
    $6,462
    Filer's total
    $241,607

  • PATRICIA WESELA

    INTERIM CHIEF COMPLIANCE O

    Total calculated
    $212,085
    From this org
    $188,734
    From related orgs
    $0
    Other
    $23,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,074
    Bonus
    $50,000
    Other
    $26,660
    Deferred
    $8,454
    Nontaxable benefits
    $14,896
    Filer's total
    $212,084

  • SANJAY SINGH MD

    VP CLINICAL SERVICE LINE N

    Total calculated
    $1,318,729
    From this org
    $1,019,457
    From related orgs
    $0
    Other
    $299,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $968,869
    Bonus
    $0
    Other
    $50,588
    Deferred
    $264,322
    Nontaxable benefits
    $34,950
    Filer's total
    $1,318,729

  • BADRINATH KONETY MD

    VP CANCER INSTITUTE/PRESID

    Total calculated
    $1,310,882
    From this org
    $1,051,221
    From related orgs
    $0
    Other
    $259,661
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $995,246
    Bonus
    $0
    Other
    $55,975
    Deferred
    $256,134
    Nontaxable benefits
    $3,527
    Filer's total
    $1,310,882

  • DAVID SLOWINSKE

    SVP OPERATIONS - NORTHEAST

    Total calculated
    $1,192,245
    From this org
    $865,772
    From related orgs
    $0
    Other
    $326,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $614,085
    Bonus
    $150,000
    Other
    $101,687
    Deferred
    $291,835
    Nontaxable benefits
    $34,638
    Filer's total
    $1,192,245

  • DAVID JOOS

    VP OPERATIONS-SOUTHWEST RE

    Total calculated
    $931,146
    From this org
    $689,288
    From related orgs
    $0
    Other
    $241,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $585,932
    Bonus
    $0
    Other
    $103,356
    Deferred
    $149,349
    Nontaxable benefits
    $34,638
    Filer's total
    $873,275

  • ROBERT QUICKEL MD

    VP CLINICAL SERVICE LINE,

    Total calculated
    $871,673
    From this org
    $814,616
    From related orgs
    $0
    Other
    $57,057
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $688,709
    Bonus
    $0
    Other
    $125,907
    Deferred
    $18,975
    Nontaxable benefits
    $38,082
    Filer's total
    $871,673

  • DAVID INGHAM DO

    VP CHIEF INFORMATION OFFIC

    Total calculated
    $836,284
    From this org
    $676,167
    From related orgs
    $0
    Other
    $160,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $516,491
    Bonus
    $100,000
    Other
    $59,676
    Deferred
    $124,739
    Nontaxable benefits
    $35,378
    Filer's total
    $836,284

  • NICHOLAS MENDYKA

    VP SYSTEM FINANCE OPERATIO

    Total calculated
    $670,336
    From this org
    $647,120
    From related orgs
    $0
    Other
    $23,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,400
    Bonus
    $0
    Other
    $468,720
    Deferred
    $9,094
    Nontaxable benefits
    $14,122
    Filer's total
    $670,336

  • VENKAT IYER MD

    VP CLINICAL SERVICE LINE

    Total calculated
    $792,476
    From this org
    $634,319
    From related orgs
    $0
    Other
    $158,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $575,998
    Bonus
    $0
    Other
    $58,321
    Deferred
    $118,023
    Nontaxable benefits
    $40,134
    Filer's total
    $792,476

  • WILLIAM EVANS

    SVP CHIEF MEDICAL GROUP OPERATIONS OFFICER

    Total calculated
    $675,902
    From this org
    $562,906
    From related orgs
    $0
    Other
    $112,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $420,051
    Bonus
    $100,000
    Other
    $42,855
    Deferred
    $101,519
    Nontaxable benefits
    $11,477
    Filer's total
    $675,902

  • THOMAS LUBOTSKY

    VP SUPPLY CHAIN

    Total calculated
    $655,245
    From this org
    $596,136
    From related orgs
    $0
    Other
    $59,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $418,652
    Bonus
    $110,000
    Other
    $67,484
    Deferred
    $18,975
    Nontaxable benefits
    $40,134
    Filer's total
    $655,245

  • MOTTI EDELSTEIN

    VP REVENUE CYCLE MANAGEMEN

    Total calculated
    $427,364
    From this org
    $402,981
    From related orgs
    $0
    Other
    $24,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,466
    Bonus
    $0
    Other
    $227,515
    Deferred
    $9,008
    Nontaxable benefits
    $15,375
    Filer's total
    $427,364

  • CIRO VASQUEZ MD

    PHYSICIAN

    Total calculated
    $1,953,116
    From this org
    $1,814,347
    From related orgs
    $0
    Other
    $138,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,810,287
    Bonus
    $0
    Other
    $4,060
    Deferred
    $108,045
    Nontaxable benefits
    $30,724
    Filer's total
    $1,953,116

  • MAHMOUD NAGIB MD

    PHYSICIAN

    Total calculated
    $1,823,603
    From this org
    $1,777,987
    From related orgs
    $0
    Other
    $45,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,669,864
    Bonus
    $0
    Other
    $108,123
    Deferred
    $22,425
    Nontaxable benefits
    $23,191
    Filer's total
    $1,823,603

  • STEPHEN MCHALE MD

    PHYSICIAN

    Total calculated
    $1,684,340
    From this org
    $1,547,203
    From related orgs
    $0
    Other
    $137,137
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,542,388
    Bonus
    $1,500
    Other
    $3,315
    Deferred
    $95,111
    Nontaxable benefits
    $42,025
    Filer's total
    $1,684,339

  • DANA HARMS MD

    PHYSICIAN

    Total calculated
    $1,529,171
    From this org
    $1,480,468
    From related orgs
    $0
    Other
    $48,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,350,668
    Bonus
    $1,500
    Other
    $128,300
    Deferred
    $22,425
    Nontaxable benefits
    $26,278
    Filer's total
    $1,529,171

  • MARK HELLER MD

    PHYSICIAN

    Total calculated
    $1,502,768
    From this org
    $1,460,766
    From related orgs
    $0
    Other
    $42,002
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,427,953
    Bonus
    $0
    Other
    $32,813
    Deferred
    $18,975
    Nontaxable benefits
    $23,027
    Filer's total
    $1,502,768

  • SARA CRIGER

    FORMER SVP/OPS/PRES MERCY & UNITE

    Total calculated
    $658,260
    From this org
    $658,260
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $658,260
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $658,260

  • RYAN ELSE MD

    FORMER VP MEDICAL AFFAIRS

    Total calculated
    $479,940
    From this org
    $479,940
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $479,940
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $479,940

  • JONATHAN SHOEMAKER

    FORMER SVP OPERATIONS AND CHIEF I

    Total calculated
    $309,300
    From this org
    $309,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $309,300
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $309,300

  • PETER HOFRENNING

    FORMER SVP,INTERIM CHIEF C

    Total calculated
    $287,594
    From this org
    $245,772
    From related orgs
    $0
    Other
    $41,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,716
    Bonus
    $0
    Other
    $2,056
    Deferred
    $0
    Nontaxable benefits
    $41,822
    Filer's total
    $287,594

  • JOHN MISA MD

    FORMER VP INTERIM AHG MED OFF

    Total calculated
    $224,640
    From this org
    $224,640
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $224,640
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $224,640

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINES 4A-B
4(A): CHRISTINE MOORE - $117,181; NICHOLAS MENDYKA - $239,123; SARA CRIGER - $658,260; JOHN MISA, MD - $224,640; JONATHAN SHOEMAKER - $309,300; RYAN ELSE, MD - $259,292 4(B): LISA SHANNON - $243,111; LAWRENCE CHO - $49,607; RICHARD MAGNUSON - $226,383, CHRISTINE MOORE - $567,848; ELIZABETH TRUESDELL SMITH - $351,789; SARAH STUMME CARTER - $40,632; HSIENG SU, MD - $38,842; MOTTI EDELSTEIN - $226,006; WILLIAM EVANS - $39,537; DAVID INGHAM, DO - $53,476; VENKAT IYER, MD - $30,049; DAVID JOOS - $72,629; BADRINATH KONETY, MD - $20,098; THOMAS LUBOTSKY - $59,323; NICHOLAS MENDYKA - $228,120; ROBERT QUICKEL, MD - $101,265; DAVID SLOWINSKE - $96,273; MAHMOUD NAGIB, MD - $82,349; DANA HARMS, MD - $71,483; PATRICIA WESELA - $24,464; RYAN ELSE, MD - $220,648
PART I, LINE 6
DEFERRED COMPENSATION PLANS TERMS AND CONDITIONS: ALLINA INCENTIVE PLAN ALLINA PROVIDES AN ANNUAL INCENTIVE COMPENSATION OPPORTUNITY FOR EXECUTIVES, MANAGEMENT AND KEY INDIVIDUAL CONTRIBUTOR STAFF. UNDER THIS PLAN, THE TARGET AWARD IS EXPRESSED AS A FUNCTION OF THE PARTICIPANT'S SALARY PAID DURING THE CALENDAR YEAR AND REQUIRES AT LEAST FOUR MONTHS OF SERVICE IN AN ELIGIBLE POSITION DURING THE YEAR. ACTUAL AWARDS CAN RANGE FROM 0% TO 150% OF THE TARGET AWARD, BASED ON ALLINA'S FINANCIAL AND NON-FINANCIAL PERFORMANCE OVER THE CALENDAR YEAR. NON-FINANCIAL PERFORMANCE MEASURES INCLUDE PATIENT & EMPLOYEE SAFETY, QUALITY, PATIENT EXPERIENCE AND FINANCIAL HEALTH. NO AWARDS ARE PROVIDED UNLESS THRESHOLD FINANCIAL PERFORMANCE IS ACHIEVED. PARTICIPANTS WHO HAVE LEFT EMPLOYMENT PRIOR TO THE END OF THE YEAR AS THE RESULT OF VOLUNTARY TERMINATION OR TERMINATION FOR POOR PERFORMANCE ARE NOT ELIGIBLE FOR AN AWARD. LONG-TERM INCENTIVE PLAN ALLINA HAS A LONG-TERM INCENTIVE PLAN THAT PROVIDES A CASH AWARD OPPORTUNITY TO A SMALL NUMBER OF TOP EXECUTIVES APPROVED FOR PARTICIPATION BY THE HUMAN RESOURCES & COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF ALLINA HEALTH ("THE COMMITTEE"). THE AWARD OPPORTUNITY IS BASED ON ALLINA PERFORMANCE DURING OVERLAPPING THREE-YEAR CYCLES. PERFORMANCE MEASURES AND TARGETS ARE DEFINED BY THE COMMITTEE FOR EACH THREE-YEAR PERIOD AND CAN VARY FROM ONE PERIOD TO ANOTHER DEPENDING ON THE COMMITTEE'S JUDGMENT OF THE MOST IMPORTANT MEASURES OF SUCCESS. AWARDS CAN RANGE FROM 0% TO 150% OF TARGET AWARDS.
PART I, LINE 8
CERTAIN AMOUNTS REPORTED ON FORM 990, PART VII WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATION SECTION 53.4958-4(A)(3). FROM TIME TO TIME, ALLINA HEALTH SYSTEM ENTERS INTO CONTRACTUAL ARRANGEMENTS THAT MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION BASED ON THE TERMS AND UNDERSTANDINGS OF THE CONTRACTUAL AGREEMENTS.
SCHEDULE J, LINE 4(A) & (B)
ADDITIONAL DISCLOSURES: DEFERRED COMPENSATION PLANS - TERMS AND CONDITIONS: ALLINA DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ELIGIBLE ALLINA EXECUTIVES PARTICIPAPTED IN A DEFINED CONTRIBUTION SERP. THIS PLAN WAS AMENDED AND FROZEN EFFECTIVE DECEMBER 31, 2008, SUCH THAT NO FUTURE BENEFITS ACCRUE FOR SERVICE AFTER THAT DATE. THIS PLAN WAS REPLACED WITH THE EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN EFFECTIVE JANUARY 1, 2009, WHICH WAS ALSO FROZEN EFFECTIVE DECEMBER 31, 2018 EXECUTIVES WERE ALSO CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE PENSION ACCOUNT PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. DEPOSITS EARN THE INVESTMENT RATE OF RETURN EQUAL TO THE PENSION ACCOUNT PLAN CREDITING RATE AS DECLARED BY ALLINA. THE CURRENT RATE IS 4%. THE SERP IS PAYABLE FROM ALLINA'S GENERAL ASSETS. IF ALLINA BECOMES INSOLVENT, THE PARTICIPANT WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PRIORITY CLAIM TO ANY ASSETS. ALLINA EXECUTIVE RETIREMENT BENEFIT RESTORATION PLAN ELIGIBLE ALLINA EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION RETIREMENT PLAN. EXECUTIVES ARE CREDITED AN AMOUNT EQUAL TO THE EXCESS AMOUNT THAT WOULD HAVE BEEN CREDITED TO THE ALLINA RETIREMENT SAVINGS PLAN WERE IT NOT FOR THE QUALIFIED PLAN COMPENSATION LIMITS. THIS PLAN WAS EFFECTIVE JANUARY 1, 2009 AND FROZEN EFFECTIVE DECEMBER 31, 2018. EXECUTIVE SEVERANCE PLAN ALLINA PROVIDES SALARY CONTINUATION FOR EXECUTIVES WHOSE EMPLOYMENT HAS BEEN INVOLUNTARILY TERMINATED FOR REASONS OTHER THAN CAUSE OR POOR PERFORMANCE. THE LENGTH OF THE SEVERANCE PAY PERIOD IS DEFINED BY THE PLAN AND DEPENDS ON THE LEVEL OF THE EXECUTIVE POSITION. UNDER THE PLAN THE SEVERED EXECUTIVE ALSO COULD CONTINUE CERTAIN BENEFITS FOR A LIMITED PERIOD OF TIME. IN 2009 THE PLAN WAS AMENDED TO FURTHER RESTRICT SEVERANCE BENEFITS IN THE CASE THAT THE EXECUTIVE OBTAINS OTHER EMPLOYMENT DURING THE SEVERANCE PERIOD. SUPPLEMENTAL PHYSICIAN AND EXECUTIVE SAVINGS PLAN THIS PLAN'S PURPOSE IS TO PROVIDE A SELECT GROUP OF PHYSICIANS AND EXECUTIVES WITH ADDITIONAL DEFERRED COMPENSATION. AMOUNTS DEFERRED UNDER THE PLAN ARE INTENDED TO BE EXEMPT FROM CODE SECTION 409A AND 457(F). ANNUAL CONTRIBUTIONS ARE MADE EACH FEBRUARY AND ARE BASED ON PREVIOUS YEAR'S ELIGIBLE COMPENSATION. IF PARTICIPANT IS FULLY VESTED, THE CONTRIBUTION IS PAID DIRECTLY TO PARTICIPANT, LESS TAXES IN LATE JANUARY. IF PARTICIPANT IS UNVESTED, THE CONTRIBUTION IS DEPOSITED WITH FIDELITY. PARTICIPANTS ARE 100% VESTED AT THE EARLIER OF AT LEAST AGE 60 WITH 7 YEARS OF SERVICE OR AGE 65. GRANDFATHERED PROVISION - FOR THOSE AGE 54 OR OLDER AND EMPLOYED AS OF 12/31/2018: EARLIER OF AT LEAST AGE 60 WITH 3 YEARS OF SERVICE OR AGE 65. THIS PLAN WAS EFFECTIVE JANUARY 1, 2019. A NON-COMPETE CLAUSE DOES NOT APPLY TO THIS PLAN.

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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ACCOUNTS RECEIVABLE SERVICES LLC

    DEBT COLLECTION · MN · income $10,375,857 · assets $8,366,097

    Directly controlled by ALLINA HEALTH SYSTEM

  • AXIS HEALTHCARE LLC

    HEALTHCARE SERVICES · MN · income $97,924 · assets $1,463,654

    Directly controlled by ALLINA HEALTH SYSTEM

  • AH FRANCHISING LLC

    FRANCHISING · DE · income $0 · assets $0

    Directly controlled by ALLINA HEALTH SYSTEM

  • ALLINA HEALTH CLINICS LLC

    HEALTHCARE SERVICES · MN · income -$171,237,910 · assets $381,589,625

    Directly controlled by ALLINA HEALTH SYSTEM

  • ALLINA HEALTH SURGERY CENTER PARTNERS LLC

    HEALTHCARE SERVICES · MN · income $0 · assets $0

    Directly controlled by ALLINA HEALTH SYSTEM

  • NORTHSTAR SLEEP CENTER LLC

    HEALTHCARE SERVICES · MN · income -$199,684 · assets $0

    Directly controlled by ALLINA HEALTH SYSTEM

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MAGNETO LEASING LLC

    RELATED · RENTAL EQUIPMENT · MN · 50% owned · share of income $29,242 · share of assets $12,556 · general or managing partner

    Directly controlled by ALLINA HEALTH SYSTEM

  • MOBILE IMAGING SERVICES LLC

    RELATED · RADIOLOGY · MN · 50% owned · share of income -$4,559 · general or managing partner

    Directly controlled by ALLINA HEALTH SYSTEM

  • BPA HEALTH LLC

    RELATED · HEALTHCARE SERVICES · MN · 50% owned · general or managing partner

    Directly controlled by ALLINA HEALTH SYSTEM

  • ASPEN SLEEP CENTER LLC

    RELATED · HEALTHCARE SERVICES · MN · 65% owned · share of income -$49,217 · share of assets $319,926

    Directly controlled by ALLINA HEALTH SYSTEM

  • CROSBY CARDIOVASCULAR SERVICES LLC

    RELATED · HEALTHCARE SERVICES · MN · 50% owned · share of income $173,366 · share of assets $1,357,038 · general or managing partner

    Directly controlled by ALLINA HEALTH SYSTEM

  • GERIATRIC SERVICES OF MINNESOTA LLC

    RELATED · HEALTHCARE SERVICES · MN · 45% owned · share of income -$24,594 · share of assets $1,624,042 · general or managing partner

    Directly controlled by ALLINA HEALTH SYSTEM

  • GLOBAL MARKET RESERVE FUND LLC

    UNRELATED · FINANCE · MN · 50% owned · share of income $125,194 · share of assets $1,335,929

    Directly controlled by ALLINA HEALTH SYSTEM

  • WESTHEALTH SURGERY CENTER LLC

    RELATED · SURGICAL SERVICES · MN · 49% owned · share of income $2,546,065 · share of assets $4,115,724

    Directly controlled by WESTHEALTH JV HOLDINGS LLC

  • SCA GREENWAY HOLDINGS LLC

    RELATED · HOLDING COMPANY · DE · 51% owned · share of income $525,704 · share of assets $980,849

    Directly controlled by ALLINA HEALTH SYSTEM

  • SCA MAPLE GROVE HOLDINGS LLC

    RELATED · HOLDING COMPANY · DE · 51% owned · share of income -$202,648 · share of assets $519,786

    Directly controlled by ALLINA HEALTH SYSTEM

  • SCA WOODBURY HOLDINGS LLC

    RELATED · HOLDING COMPANY · DE · 51% owned · share of income $202,520 · share of assets $1,028,084

    Directly controlled by ALLINA HEALTH SYSTEM

  • GREENWAY SURGICAL SUITES LLC

    RELATED · HEALTHCARE SERVICES · MN · 28.13% owned · share of income $1,036,205 · share of assets $1,770,203

    Directly controlled by SCA GREENWAY HOLDINGS LLC

  • CENTER FOR RESTORATIVE SURGERY AT MAPLE GROVE LLC

    RELATED · HEALTHCARE SERVICES · MN · 37.09% owned · share of income -$391,937 · share of assets $1,627,619

    Directly controlled by SCA MAPLE GROVE HOLDINGS LLC

  • WOODBURY SURGERY CENTER LLC

    RELATED · HEALTHCARE SERVICES · MN · 34.16% owned · share of income $402,510 · share of assets $1,956,960

    Directly controlled by SCA WOODBURY HOLDINGS LLC

  • WESTHEALTH JV HOLDINGS LLC

    RELATED · HOLDING COMPANY · DE · 70% owned · share of income $2,436,625 · share of assets $15,536,988

    Directly controlled by ALLINA HEALTH SYSTEM

  • SOUTHWEST SURGICAL CENTER LLC

    RELATED · SURGICAL SERVICES · MN · 84.7% owned · share of income $1,386,942 · share of assets $1,614,199

    Directly controlled by WESTHEALTH JV HOLDINGS LLC

  • ALLINA HEALTH HEART AND VASCULAR SURGERY CENTER LLC

    RELATED · SURGICAL SERVICES · MN · 84.7% owned · share of income $620,027 · share of assets $2,434,444

    Directly controlled by WESTHEALTH JV HOLDINGS LLC

  • ALLINA HEALTH SURGERY CENTER - BROOKLYN PARK LLC

    RELATED · SURGICAL SERVICES · MN · 39.2% owned · share of income $1,004,369 · share of assets $4,923,287

    Directly controlled by WESTHEALTH JV HOLDINGS LLC

  • ALLINA HEALTH SURGERY CENTER - VADNAIS HEIGHTS LLC

    RELATED · SURGICAL SERVICES · MN · 84.7% owned · share of income -$528,008 · share of assets $4,291,640

    Directly controlled by WESTHEALTH JV HOLDINGS LLC

  • ALLINA HEALTH SURGERY CENTER - LAKEVILLE LLC

    RELATED · SURGICAL SERVICES · MN · 84.7% owned · share of income -$1,320,484 · share of assets $5,007,587

    Directly controlled by WESTHEALTH JV HOLDINGS LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202503159349305270

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.