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Nonprofiteer
← MILLER DWAN FOUNDATION

Form 990 for tax year 2024

Filed by MILLER DWAN FOUNDATION.

Totals

Total revenue
$3,892,739
Total expenses
$3,399,075
Contributions and grants received
$2,653,609
Grants paid
$1,233,547
Program service revenue
$21,661
Investment income
$1,386,770
Other revenue
-$169,301
Total assets, end of year
$35,941,867
Total liabilities, end of year
$1,195,152
Net assets or fund balances, end of year
$34,746,715
Program services expenses (Part IX)
$3,034,113
Management and general expenses
$243,862
Fundraising expenses
$121,100
Program service expenses (Part III)
$3,034,113

Program services were 89.3% 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.

  • 1c · Fundraising events

    $419,285

  • 1f · All other contributions, gifts and grants

    $2,234,324

  • 1g · Noncash contributions included above

    $112,536

  • 2a · Program service revenue: NORTHLAND ADAPTIVE RECREATION

    total $21,661 · related or exempt $21,661

  • 3 · Investment income

    total $558,361 · excluded $558,361

  • 7a · Gross sales of assets other than inventory

    securities $6,378,073

  • 7b · Less cost or other basis and sales expenses

    securities $5,549,664

  • 7c · Gain or loss

    securities $828,409

  • 7d · Net gain or loss

    total $828,409 · excluded $828,409

  • 8a · Fundraising events: gross income

    $27,500

  • 8a · Fundraising events: contributions included on line 1c

    $419,285

  • 8b · Fundraising events: direct expenses

    $226,542

  • 8c · Net income from fundraising events

    total -$199,042 · excluded -$199,042

  • 9a · Gaming: gross income

    $39,908

  • 9b · Gaming: direct expenses

    $10,167

  • 9c · Net income from gaming

    total $29,741 · excluded $29,741

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,192,084 · program services $1,192,084

  • 2 · Grants to domestic individuals

    total $41,463 · program services $41,463

  • 5 · Compensation of officers, directors and key employees

    total $449,914 · program services $366,933 · management and general $47,324 · fundraising $35,657

  • 7 · Other salaries and wages

    total $414,926 · program services $338,399 · management and general $43,643 · fundraising $32,884

  • 9 · Other employee benefits

    total $192,890 · program services $157,314 · management and general $15,287 · fundraising $20,289

  • 11b · Fees: legal

    total $10,409 · management and general $10,409

  • 11c · Fees: accounting

    total $41,416 · management and general $41,416

  • 11g · Fees: other

    total $5,743 · management and general $5,743

  • 12 · Advertising and promotion

    total $261,334 · program services $248,932 · management and general $1,196 · fundraising $11,206

  • 13 · Office expenses

    total $347,033 · program services $261,535 · management and general $64,848 · fundraising $20,650

  • 16 · Occupancy

    total $49,632 · program services $49,632

  • 17 · Travel

    total $59,848 · program services $59,348 · management and general $86 · fundraising $414

  • 22 · Depreciation, depletion and amortization

    total $332,383 · program services $318,473 · management and general $13,910

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $613,635 · end of year $56,867

  • 2 · Savings and temporary cash investments

    beginning of year $411,385 · end of year $234,996

  • 3 · Pledges and grants receivable

    beginning of year $68,911 · end of year $716,937

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,272 · end of year $9,429

  • 10a · Land, buildings and equipment: cost or other basis

    $11,054,265

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,443,100

  • 10c · Land, buildings and equipment, net

    beginning of year $3,717,531 · end of year $4,611,165

  • 11 · Investments: publicly traded securities

    beginning of year $14,047,948 · end of year $15,151,770

  • 12 · Investments: other securities

    beginning of year $10,461,346 · end of year $10,564,452

  • 15 · Other assets

    beginning of year $3,979,275 · end of year $4,596,251

  • 17 · Accounts payable and accrued expenses

    beginning of year $275,714 · end of year $188,710

  • 18 · Grants payable

    beginning of year $89,261 · end of year $135,531

  • 21 · Escrow or custodial account liability

    beginning of year $155,129 · end of year $234,996

  • 23 · Secured mortgages and notes payable

    end of year $300,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $335,915

  • 27 · Net assets without donor restrictions

    beginning of year $13,809,920 · end of year $14,098,035

  • 28 · Net assets with donor restrictions

    beginning of year $19,032,279 · end of year $20,648,680

Mission and programs · 2024

Mission

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 REGION'S 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.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,708,228 · Grants $888,535

  • NORTHLAND ADAPTIVE RECREATION:NORTHLAND ADAPTIVE RECREATION (NAR) IS A NEWLY ACQUIRED LLC OF THE MILLER-DAWN FOUNDATION. NAR IS A REGIONAL INITIATIVE THAT EXPANDS ACCESS TO OUTDOOR AND RECREATIONAL ACTIVITIES FOR INDIVIDUALS WITH PHYSICAL DISABILITIES. THROUGH THIS PROGRAM, ADAPTIVE EQUIPMENT AND INCLUSIVE PROGRAMMINGSUCH AS KAYAKING, CROSS-COUNTRY SKIING, AND BIKINGARE MADE AVAILABLE TO INDIVIDUALS OF ALL ABILITIES. THE PROGRAM PROMOTES PHYSICAL WELLNESS, SOCIAL INCLUSION, AND COMMUNITY ENGAGEMENT FOR THOSE WHO MAY OTHERWISE BE EXCLUDED FROM TRADITIONAL RECREATION OPPORTUNITIES. FUNDING HELPED PURCHASE ADAPTIVE GEAR, SUPPORT INSTRUCTOR TRAINING, AND INCREASE COMMUNITY AWARENESS. IN 2024, NAR SERVED 139 PARTICIPANTS, HAD 343 OUTINGS AND PROVIDED 4,600 HOURS OF SERVICE. IN THE LONG-TERM, NAR IS EXPECTED TO GROW BEYOND ITS CURRENT REGION AND EXPAND PROGRAM OFFERINGS.

    Expenses $552,351 · Grants $11,883 · Revenue $21,661

  • PROBLEM MANAGEMENT PLUS (PM+), HOPE X:THE MILLER-DWAN FOUNDATION INITIATED THE IMPLEMENTATION OF PROBLEM MANAGEMENT PLUS (PM+), A WORLD HEALTH ORGANIZATION-DEVELOPED, EVIDENCE-BASED MENTAL HEALTH INTERVENTION. PM+ IS DESIGNED TO BE DELIVERED BY TRAINED NON-CLINICIANS TO INDIVIDUALS EXPERIENCING PSYCHOLOGICAL DISTRESS, PARTICULARLY IN LOW-RESOURCE SETTINGS. IN 2022-2023, THE FOUNDATION FUNDED THE LAUNCH OF PM+ IN THE REGION TO INCREASE ACCESS TO EARLY MENTAL HEALTH SUPPORT AND REDUCE BARRIERS TO CARE. THE PROGRAM HELPS INDIVIDUALS MANAGE STRESS, SOLVE PRACTICAL PROBLEMS, AND STRENGTHEN SOCIAL SUPPORT. FUNDING SUPPORTED FACILITATOR TRAINING, OUTREACH, AND INITIAL DELIVERY TO COMMUNITY PARTICIPANTS. ARCAMIND, A NEWLY FORMED LLC OF THE MILLER-DWAN FOUNDATION, IS THE FOUNDATION'S TRAINING ENTITY PROVIDING PM+, PSYCHOLOGICAL FIRST AID AND DIALECTICAL BEHAVIOR SKILLS BUILDING (DBT). IN 2026, ARCAMIND WILL LAUNCH EASE, A PROGRAM SIMILAR TO PM+, BUT DESIGNED SPECIFICALLY FOR CHILDREN AND ADOLESCENTS. THE LONG-TERM GOAL IS TO PROMOTE SYSTEM TRANSFORMATION BY CHANGING THE WAY MENTAL HEALTH CARE IS PROVIDED IN THE UNITED STATES. IN 2024, 23 PM+ HELPERS WERE TRAINED WITH 13 COMMUNITY ORGANIZATIONS PARTICIPATING.

    Expenses $452,134

  • SOLVAY HOSPICE HOUSE:SOLVAY HOSPICE HOUSE PROVIDES RESIDENTIAL END-OF-LIFE CARE IN A HOME-LIKE ENVIRONMENT. IN 2024, THE FOUNDATION SUPPORTED 209 PATIENTS AT THE END OF LIFE. SERVICES FOCUS ON COMFORT, DIGNITY, AND FAMILY SUPPORT. THE FOUNDATION'S ARTCETERA GALA RAISED OVER $100,000 TO SUPPORT MENTAL HEALTH AND HOSPICE SERVICES. IN 2024, THE MILLER-DWAN FOUNDATION PROVIDED NEARLY $100,000 IN COMPASSIONATE CARE AND MORE THAN $300,000 IN BUILDING UPDATES. MILLER-DWAN FOUNDATION'S LONG-TERM GOAL IS TO CONTINUE TO PROVIDE SUSTAINABLE SOLVAY HOSPICE HOUSE CARE.

    Expenses $304,879 · Grants $52,780

  • AMBERWING CENTER FOR YOUTH & FAMILY WELL-BEING:AMBERWING, A MENTAL HEALTH OUTPATIENT CENTER WHICH OPENED IN 2012, PROVIDES SHORT-TERM INTENSIVE TREATMENT FOR CHILDREN, ADOLESCENTS, AND FAMILIES. THE PROGRAM SERVED NEARLY 5,000 YOUTH AND FAMILIES BY ITS 10TH ANNIVERSARY IN 2022. SERVICES INCLUDE GROUP, INDIVIDUAL, AND FAMILY THERAPY, PLUS INTEGRATIVE SUPPORTS LIKE MOVEMENT, MUSIC AND ART THERAPY. THE PROGRAM PROMOTES EMOTIONAL HEALING, FAMILY COHESION, AND LONG-TERM WELL-BEING. IN 2024, PROGRAM IMPROVEMENTS INCLUDED A MOVE FROM 3 TO 4 WEEKS OF PROGRAMMING PER CHILD WITH 400 YOUTH SERVED. 67% OF THOSE YOUTH SAW IMPROVEMENT IN SEVERE BEHAVIORAL HEALTH IMPAIRMENT. 83% IMPROVED ON ONE MORE OUTCOME INDICATORS (SCHOOL, HOME, MOOD, SELF-HARM AND SUBSTANCE ABUSE. LONG-TERM, THE MILLER-DWAN FOUNDATION WILL CAPITALIZE ON THE SUCCESS OF AMBERWING EXPANDING PROGRAMMING TO SERVE MORE YOUTH AND FAMILIES ALONG THE CONTINUUM OF CARE.

    Expenses $16,521 · Grants $79,659

  • POLINSKY MEDICAL REHABILITATION CENTER:MILLER-DWAN FOUNDATION IS THE FUNDING ENTITY FOR POLINSKY MEDICAL REHABILITATION CENTER PURCHASING EQUIPMENT AND EDUCATION FOR THERAPISTS TO REMAIN FULLY CARF-CERTIFIED AND ON THE CUTTING-EDGE OF CARE. FOR EXAMPLE, IN 2024, 29 THERAPISTS WERE TRAINED IN CHRONIC PAIN, FUNCTION MOVEMENT DISORDERS, POST CONCUSSIVE CARE AND PERSISTENT POSTURAL PERCEPTION DEFICITS. 50 THERAPISTS WERE TRAINED TO PROVIDE PELVIC FLOOR THERAPY. MORE THAN $200,000 IN PHYSICAL MEDICAL REHABILITATION FUNDING WAS DELIVERED TO SUPPORT OUTPATIENT REHABILITATION IN 2024.THE FOUNDATION SUPPORTS INPATIENT AND OUTPATIENT REHABILITATION AT MILLER-DWAN MEDICAL CENTER. IN 2024, THE TOTAL HOSPITAL LENGTH FOR PATIENTS SERVED WAS 1 DAY SHORTER THAN THE NATIONAL AVERAGE, HELPING PATIENTS GET BACK TO THE COMMUNITY SOON. THIS CAN BE ATTRIBUTED TO THE STATE-OF-THE-ART EQUIPMENT PURCHASES AND TRAINING PROVIDED BY THE MILLER-DWAN FOUNDATION EXAMPLES OF THIS SUPPORT INCLUDE THE INTRODUCTION OF VIRTUAL REALITY TECHNOLOGY TO ENHANCE MOBILITY, COGNITION, AND BALANCE THERAPIES.

    Grants $200,690

  • ANIMAL-ASSISTED THERAPY:EXPANDED THE ANIMAL-ASSISTED THERAPY PROGRAM BY ADDING 4 NEW THERAPY DOGS AND REVIVING VOLUNTEER PET VISITS. ENGAGED PATIENTS THROUGH EMOTIONAL AND MOTIVATIONAL THERAPEUTIC ENCOUNTERS WITH ANIMALS INCLUDING MINIATURE HORSES AND A NEWFOUNDLAND THERAPY DOG.COMMUNITY OUTREACH:FUNDED A PEDIATRIC THERAPY LENDING CLOSET IN NORTHERN WISCONSIN, BENEFITING APPROXIMATELY 250 CHILDREN ANNUALLY. ALSO SUPPLIED THERAPY EQUIPMENT TO RURAL CLINICS, IMPROVING ACCESS IN SOLON SPRINGS, POPLAR, AND IRON RIVER.ABILITIES FIRST & DESIGNATED GRANTS:FUNDED EQUIPMENT AND SERVICES PROMOTING INDEPENDENCE FOR INDIVIDUALS WITH DISABILITIES IN NORTHEASTERN MINNESOTA AND NORTHWESTERN WISCONSIN. ALSO PROVIDED DEPARTMENT-SPECIFIC GRANTS TO SUPPORT PATIENT CARE, EDUCATION, AND ENVIRONMENTAL IMPROVEMENTS.STRATEGIC MENTAL HEALTH INITIATIVES:IN PARTNERSHIP WITH THE UNIVERSITY OF WISCONSINSUPERIOR, SUPPORTED THE #BETTERTOGETHER INITIATIVE IN DOUGLAS COUNTY, WISCONSIN. FOCUSED ON SUICIDE PREVENTION, URGENT MENTAL HEALTH ACCESS, AND PROVIDER WORKFORCE DEVELOPMENT.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Tanya Nichols

    TREASURER/FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Dr Elena Medtcalf

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Mike Seyfer

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Ryan Boman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ashlie Castaldo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Carl Crawford

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dr Brad Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mark Emmel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tracy Litmen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Brent Malvick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mike McParlan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tim McShane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Missy Meierhoff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jenny Peterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Traci Marciniak

    PRESIDENT

    Total calculated
    $194,338
    From this org
    $170,227
    From related orgs
    $0
    Other
    $24,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,227
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,111
    Filer's total
    $194,338
  • Richard Gertsema

    SENIOR MENTAL HEALTH ADVISOR

    Total calculated
    $142,371
    From this org
    $118,260
    From related orgs
    $0
    Other
    $24,111
    Hours/week
    40
  • Joan Osswald

    DIRECTOR OF OPERATIONS

    Total calculated
    $113,205
    From this org
    $101,151
    From related orgs
    $0
    Other
    $12,054
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE MILLER-DWAN FOUNDATION SUPPORTS THE COST OF MEMBERSHIPS TO LOCAL SOCIAL CLUBS AS THEY ARE DESIGNED TO OFFER PRIVATE MEETING SPACE IN A HOSPITALITY SETTING. LOCAL SOCIAL CLUBS ARE VENUES AT WHICH PROSPECTS, DONORS, AND BUSINESS ASSOCIATES GATHER ON A FREQUENT BASIS. THE MILLER-DWAN FOUNDATION PRESIDENT SHALL BE AUTHORIZED TO UTILIZE SOCIAL CLUBS TO FURTHER THE MISSION OF THE ORGANIZATION. THE PRESIDENT'S USE OF THE CLUB IS FOR BUSINESS PURPOSES ONLY. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. SOCIAL CLUB BILLING STATEMENTS WILL BE SENT TO THE MILLER-DWAN FOUNDATION ACCOUNTANT WHO WILL COMPARE WITH SUBMITTED RECEIPTS, CODE APPROPRIATELY AND PROCESS. ALL OF THE PRESIDENT'S DONOR/PROSPECT MEETINGS ARE VISIBLE ON HER OUTLOOK CALENDAR FOR THE MILLER-DWAN FOUNDATION TEAM TO SEE. BASED ON WHO THE DONOR IS, INFORMATION IS INCLUDED IN THE DONOR DATABASE (RE) REGARDING ANY CULTIVATION/SOLICITATIONS IN PROCESS, AS WELL AS THE RELATIONSHIP AS IT RELATES TO GENERAL BUSINESS MATTERS.

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

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.

  • MILLER-SWAN FOUNDATION AMBERWING LLC

    OWNERSHIP OF AMBERWING PROPERTY · MN · income $0 · assets $2,561,079

  • MILLER-DWAN FOUNDATION HOSPICE HOUSE LLC

    OWNERSHIP OF HOSPICE PROPERTY · MN · income $0 · assets $1,000,192

  • NORTHLAND ADAPTIVE RECREATION

    OFFERS ADAPTIVE RECREATION PROGRAMS FOR PEOPLE WITH DISAVILITIES · MN · income $546,558 · assets $651,970

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202513179349302916

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