Nonprofit · EIN 23-7396466
MILLER DWAN FOUNDATION
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,892,739 | $3,399,075 | $493,664 | $35,941,867 | $1,195,152 | $34,746,715 |
| December 31, 2023 | 990 | $2,141,175 | $3,025,551 | -$884,376 | $33,362,303 | $520,104 | $32,842,199 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,653,609
- Program service revenue
- $21,661
- Investment income
- $1,386,770
- Net gain from sales of assets
- $828,409
- Net income from fundraising events
- -$199,042
- Net income from gaming
- $29,741
- Other revenue
- -$169,301
Expenses
- Grants and similar amounts paid
- $1,233,547
- Compensation of officers, directors and key employees
- $449,914
- Other salaries and wages
- $414,926
- Salaries, compensation and benefits (total)
- $1,057,730
- Professional fundraising fees
- $0
- Legal fees
- $10,409
- Accounting fees
- $41,416
- Occupancy
- $49,632
- Travel
- $59,848
- Depreciation
- $332,383
- Program services (functional)
- $3,034,113
- Management and general (functional)
- $243,862
- Fundraising (functional)
- $121,100
Balance sheet and other
- Total assets, start of year
- $33,362,303
- Total assets, end of year
- $35,941,867
- Total liabilities, end of year
- $1,195,152
- Net assets, end of year
- $34,746,715
- Land, buildings and equipment
- $4,611,165
- Publicly traded securities
- $15,151,770
- Net assets without donor restrictions
- $14,098,035
- Net assets with donor restrictions
- $20,648,680
- Gross receipts
- $9,679,112
- Employees
- 11
- Volunteers
- 60
- Year formed
- 1973
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACI MARCINIAK | PRESIDENT Officer | 40 | $170,227 | $24,111 |
| RICHARD GERTSEMA | SENIOR MENTAL HEALTH ADVISOR Highest-paid employee | 40 | $118,260 | $24,111 |
| JOAN OSSWALD | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $101,151 | $12,054 |
| TANYA NICHOLS | TREASURER/FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR ELENA MEDTCALF | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIKE SEYFER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RYAN BOMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ASHLIE CASTALDO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARL CRAWFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR BRAD DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK EMMEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACY LITMEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT MALVICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE MCPARLAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIM MCSHANE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MISSY MEIERHOFF | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNY PETERSON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACI MARCINIAK | PRESIDENT Officer | 40 | $163,506 | $29,440 |
| RICHARD GERTSEMA | SENIOR MENTAL HEALTH ADVISOR Highest-paid employee | 40 | $118,252 | $29,291 |
| RYAN BOMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK EMMEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM MCSHANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRICIA BUNTEN | DIRECTOR UNTIL 08/30/2023 Trustee or director | 1 | $0 | $0 |
| JANICE SCHADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNY PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF HOLMES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL CRAWFORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR BRAD DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA MEIERHOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER CAREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TANYA NICHOLS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY KAY BERARDUCCI | VICE-CHAIR UNTILL 10/17/2023 Trustee or director, Officer | 1 | $0 | $0 |
| DR ELENA METCALF | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MIKE SEYFER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 W SUPERIOR ST HOLIDAY CTR 110, DULUTH, MN 55802-0000
- Principal officer (990 for 2024)
- TRACI MARCINIAK, 225 W SUPERIOR ST HOLIDAY CTR 110, DULUTH, MN 55802
- Signed the 990
- TRACI MARCINIAK, PRESIDENT
- Phone
- (218) 786-2823
- Website
- WWW.MILLERDWANFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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.
Program accomplishments
- THE FOUNDATION SUPPORTS MEANINGFUL HEALTHCARE PROGRAMS ON THE MEDICAL CAMPUS AND IN THE COMMUNITY. GRANTS ARE MADE THROUGHOUT THE YEAR TO IMPROVE HEALTHCARE IN OUR REGION AND ARE PRIMARILY FOCUSED ON ADULT AND ADOLESCENT MENTAL HEALTH, HOSPICE, PHYSICAL REHABILITATION, CANCER CARE, BURN CARE AND SURGICAL SERVICES.GRANTMAKING AND DESIGNATED FUND SUPPORT:THE MILLER-DWAN FOUNDATION PROVIDES GRANTS TO ADVANCE HEALTH, HEALING, AND WELLNESS IN NORTHEASTERN MINNESOTA AND NORTHWESTERN WISCONSIN. THROUGH DESIGNATED FUNDS AND STRATEGIC GRANTMAKING, THE FOUNDATION SUPPORTS PROJECTS ALIGNED WITH ITS MISSIONPRIMARILY IN THE AREAS OF MENTAL HEALTH, PHYSICAL REHABILITATION, HOSPICE CARE, AND SERVICES FOR INDIVIDUALS WITH DISABILITIES. IN THE REPORTING YEAR, GRANTS WERE AWARDED TO SUPPORT PATIENT CARE ENHANCEMENTS, INNOVATIVE THERAPIES, STAFF EDUCATION, COMMUNITY OUTREACH, AND THE PURCHASE OF SPECIALIZED MEDICAL AND THERAPEUTIC EQUIPMENT. THE FOUNDATION ALSO MANAGES DONOR-DIRECTED FUNDS THAT BENEFIT DEPARTMENTS OF THE FORMER MILLER-DWAN MEDICAL CENTER.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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7396466
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $35,941,867
- Income (IRS master file)
- $9,679,112
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,892,739 | $3,399,075 | $35,941,867 | XML |
| 990 | December 2023 | $2,141,175 | $3,025,551 | $33,362,303 | XML |
| 990 | December 2022 | $2,566,582 | $2,899,175 | $31,065,709 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7396466).
Questions about MILLER DWAN FOUNDATION
- What is the EIN of MILLER DWAN FOUNDATION?
- The employer identification number (EIN) of MILLER DWAN FOUNDATION is 23-7396466.
- Is MILLER DWAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to MILLER DWAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILLER DWAN FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILLER DWAN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILLER DWAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MILLER DWAN FOUNDATION?
- The 990 for the year ended December 31, 2024 names TRACI MARCINIAK.
- Who are the officers and directors of MILLER DWAN FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 17 people; 3 received compensation from the organization, the highest $170,227 (TRACI MARCINIAK, PRESIDENT).
- How much revenue does MILLER DWAN FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,892,739, expenses of $3,399,075 and total assets of $35,941,867 at year end.
Other nonprofits in DULUTH
- SMDC MEDICAL CENTER EIN 41-1878730 · last filed 990 for 2025
- ST MARYS MEDICAL CENTER EIN 41-0695604 · last filed 990 for 2025
- ST LUKES HOSPITAL OF DULUTH EIN 41-0714079 · last filed 990 for 2025
- ESSENTIA HEALTH EIN 20-0360007 · last filed 990 for 2025
- DULUTH CLINIC LTD EIN 41-0883623 · last filed 990 for 2025
- DULUTH HEALTH SERVICES EIN 41-1843283 · last filed 990 for 2025
- LAKE SUPERIOR COMMUNITY HEALTH CENTER EIN 23-7167576 · last filed 990 for 2024
- RURAL HEALTH RESOURCE CENTER EIN 41-1797630 · last filed 990 for 2025