Nonprofit · EIN 27-1984704
ESSENTIA HEALTH FOUNDATION
Tax-exempt · DULUTH, MN 55805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,496,239 | $4,851,078 | $2,645,161 | $25,791,076 | $893,567 | $24,897,509 |
| June 30, 2024 | 990 | $6,625,087 | $21,450,522 | -$14,825,435 | $24,247,152 | $3,289,426 | $20,957,726 |
| June 30, 2023 | 990 | $5,508,669 | $4,751,059 | $757,610 | $36,679,491 | $3,101,007 | $33,578,484 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,825,981
- of which government grants
- $49
- Program service revenue
- $0
- Investment income
- $881,132
- Net gain from sales of assets
- $350,743
- Net income from fundraising events
- -$209,032
- Net income from gaming
- -$1,842
- Other revenue
- -$210,874
Expenses
- Grants and similar amounts paid
- $1,313,702
- Compensation of officers, directors and key employees
- $436,134
- Other salaries and wages
- $1,230,554
- Salaries, compensation and benefits (total)
- $1,879,797
- Professional fundraising fees
- $882,557
- Legal fees
- $139
- Travel
- $26,800
- Program services (functional)
- $1,806,669
- Management and general (functional)
- $1,382,237
- Fundraising (functional)
- $1,662,172
Balance sheet and other
- Total assets, start of year
- $24,247,152
- Total assets, end of year
- $25,791,076
- Total liabilities, end of year
- $893,567
- Net assets, end of year
- $24,897,509
- Net assets without donor restrictions
- $9,978,459
- Net assets with donor restrictions
- $14,919,050
- Gross receipts
- $18,672,998
- Employees
- 19
- Volunteers
- 74
- Year formed
- 2009
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW PIEDE | CHIEF DEVELOPMENT OFFICER Officer | 60 | $370,360 | $0 | $50,342 |
| SUSAN OMDALEN | FOUNDATION DIRECTOR Highest-paid employee | 60 | $156,375 | $0 | $34,760 |
| ROBIN PESTALOZZI | PROGRAM DIRECTOR Highest-paid employee | 60 | $129,643 | $0 | $53,374 |
| KIMBERLY STOKES | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $22,500 | $0 |
| JASON SCHULLER | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KERRI EDBLAD-CHILCOTE | BOARD CHAIR & TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHELLE BURIA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BROWN | BOARD CHAIR THRU 12/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHARA FISCHER | BD TREASURER THRU 10/24/BD DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| YVETTE CAMPBELL | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT ERICKSON MD | BOARD DIRECTOR/RELATED ORG PHYSICIAN Trustee or director | 1 | $0 | $421,958 | $53,575 |
| MATTHEW PIEDE | CHIEF DEVELOPMENT OFFICER Officer | 60 | $191,127 | $0 | $16,263 |
| SUSAN OMDALEN | FOUNDATION DIRECTOR Highest-paid employee | 60 | $136,476 | $0 | $34,353 |
| LEANN MOUW | FOUNDATION OPERATIONS DIRECTOR Highest-paid employee | 60 | $143,486 | $0 | $9,287 |
| KIMBERLY STOKES | BOARD DIRECTOR Trustee or director | 1 | $0 | $30,000 | $0 |
| JASON SCHULLER | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KERRI EDBLAD-CHILCOTE | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MELISSA LAGE | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE BURIA | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BROWN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROBERT BENNETT | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHARA FISCHER | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT ERICKSON MD | BOARD DIRECTOR Trustee or director | 1 | $0 | $513,046 | $51,141 |
| DEREK GROVES | CHIEF DEVELOPMENT OFFICER THRU 7/22 Officer | 5 | $275,861 | $0 | $27,738 |
| SUSAN OMDALEN | FOUNDATION DIRECTOR Highest-paid employee | 60 | $136,159 | $0 | $31,663 |
| GRANT HAUSCHILD | FOUNDATION DIRECTOR Highest-paid employee | 60 | $123,940 | $0 | $26,218 |
| LEANN MOUW | INTERIM CHIEF DEVELOPMENT OFFICER Officer | 60 | $136,045 | $0 | $8,914 |
| KIMBERLY STOKES | BOARD DIRECTOR Trustee or director | 1 | $0 | $30,000 | $0 |
| JASON SCHULLER | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KERRI EDBLAD-CHILCOTE | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LAINIE JANKE | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA LAGE | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BROWN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROBERT BENNETT | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHARA FISCHER | BOARD TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 502 E 2ND ST, DULUTH, MN 55805-1913
- In care of
- % JULIE THEDENS
- Mailing address (990-N for 2009)
- 502 E 2nd St, Duluth MN 55805
- Principal officer (990 for 2024)
- MATTHEW PIEDE, 502 E 2ND ST, DULUTH, MN 55805
- Principal officer (990-N for 2009)
- Greg Glasner MD, 502 E 2nd St, Duluth MN 55805
- Signed the 990
- MATTHEW PIEDE, CHIEF DEVELOPMENT OFFICER
- Phone
- (218) 786-8966
- Website
- WWW.ESSENTIAHEALTH.ORG
Mission
WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.
Program accomplishments
- ESSENTIA HEALTH FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS PURPOSES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF CERTAIN ESSENTIA HEALTH SUPPORTED ORGANIZATIONS, AND OF THE TAX-EXEMPT ENTITIES IDENTIFIED AS SUPPORTED ORGANIZATIONS IN THEIR RESPECTIVE ARTICLES OF INCORPORATION.ESSENTIA HEALTH FOUNDATION FACILITATES CHARITABLE FUNDRAISING FOR AND ON BEHALF OF CERTAIN ESSENTIA HEALTH SUPPORTED ORGANIZATIONS. FUNDRAISING IS CONDUCTED BY A COMPREHENSIVE FUNDRAISING PLAN THAT INCLUDES DIRECT RESPONSE, SPECIAL EVENTS, GRANTS FROM FOUNDATIONS AND DONATIONS FROM INDIVIDUALS. COMPANIES, FOUNDATIONS, INDIVIDUALS, PHYSICIANS, AND STAFF PARTICIPATE BY GIVING TO THE FOUNDATION. DONATIONS ARE GIVEN FOR A WIDE RANGE OF CHARITABLE NEEDS TO SUPPORT THE WORK OF ESSENTIA HEALTH'S SUPPORTED ORGANIZATIONS INCLUDING PATIENT COMPASSIONATE CARE INITIATIVES, CAPITAL IMPROVEMENTS, EQUIPMENT AND SUPPLIES, COMMUNITY EDUCATION AND OUTREACH, RESEARCH, EMPLOYEE ASSISTANCE, AND RECRUITMENT. ESSENTIA HEALTH FOUNDATION PROVIDES PROGRAMMATIC SUPPORT THROUGH DISBURSEMENT OF FOUNDATION FUNDS TO PROGRAMS ADMINISTERED BY ESSENTIA HEALTH RELATED ORGANIZATIONS TO BENEFIT PATIENTS, FAMILIES AND STAFF IN ADVANCING OUR MISSION.IN TOTAL, $4.6 MILLION WAS GIVEN TO THE FOUNDATION IN FY 2025 BY OVER 4,600 DONORS, MOST OF WHOM RESIDE IN COMMUNITIES SERVED BY ESSENTIA HEALTH. THE FOUNDATION'S LOCAL ADVISORY BOARDS DISTRIBUTED $1.3 MILLION TO ITS SUPPORTED ORGANIZATIONS AND COMMUNITY PROGRAMS WHICH IMPROVE COMMUNITY HEALTH. THE ORGANIZATIONS ESSENTIA HEALTH FOUNDATION SUPPORTS PROVIDE HEALTH CARE SERVICES TO THE GENERAL PUBLIC AS PART OF ESSENTIA HEALTH.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH"). THE SYSTEM SERVES PATIENTS IN MINNESOTA, NORTH DAKOTA, AND WISCONSIN. HEADQUARTERED IN DULUTH, MINNESOTA, THE SYSTEM COMBINES THE STRENGTHS AND TALENTS OF NEARLY 16,000 EMPLOYEES, INCLUDING MORE THAN 2,300 PHYSICIANS AND ADVANCED PRACTITIONERS, WHO SERVE OUR PATIENTS AND COMMUNITIES THROUGH THE MISSION OF BEING CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. THE SYSTEM, WHICH INCLUDES MANY CATHOLIC FACILITIES, IS GUIDED BY THE VALUES OF QUALITY, HOSPITALITY, RESPECT, JOY, JUSTICE, STEWARDSHIP AND TEAMWORK. THE SYSTEM DELIVERS ON ITS MISSION BY HAVING PATIENT-CENTERED FOCUS AT 14 HOSPITALS, APPROXIMATELY 80 CLINICS, SIX LONG-TERM CARE FACILITIES, TWO ASSISTED LIVING FACILITIES, THREE INDEPENDENT LIVING FACILITIES, SEVERAL REHABILITATION CENTERS, SEVEN AMBULANCE SERVICES, 29 RETAIL PHARMACIES, HOME HEALTH SERVICES, AND ONE RESEARCH INSTITUTE. THE SYSTEM SERVES A PREDOMINANTLY RURAL POPULATION WHOSE MEDIAN INCOMES GENERALLY FALL BELOW THE AVERAGES OF THE STATES WHERE THEY LIVE. THE PRESENCE OF OUR CLINICS AND HOSPITALS ENSURES THAT PEOPLE WITH FEW ECONOMIC RESOURCES DO NOT HAVE TO DRIVE AN HOUR OR MORE TO RECEIVE BASIC (AND IN SOME CASES LIFESAVING) MEDICAL CARE. THE LEGAL ENTITIES COMPRISING THE SYSTEM FILE SEPARATE FORM 990S.THE SYSTEM'S HOSPITALS HAVE A TOTAL OF 1,202 LICENSED BEDS WHICH PROVIDED OVER 215,000 HOSPITAL PATIENT DAYS AND NEARLY 831,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE CLINICS HAD 2.2 MILLION ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THE SYSTEM PROVIDED TOTAL COMMUNITY BENEFITS OF NEARLY $181 MILLION WHICH INCLUDED COSTS OF PROVIDING CHARITY CARE, COSTS IN EXCESS OF MEDICAID PAYMENTS, MEDICAID SURCHARGE, MINNESOTACARE TAX, COMMUNITY BUILDING ACTIVITIES AND SERVICES, HEALTH PROFESSIONALS EDUCATION, AND RESEARCH.Expenses $1,806,669 · grants $1,313,702
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1984704
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $25,791,076
- Income (IRS master file)
- $18,672,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,496,239 | $4,851,078 | $25,791,076 | IRS |
| 990 | June 2024 | $6,625,087 | $21,450,522 | $24,247,152 | IRS |
| 990 | June 2023 | $5,508,669 | $4,751,059 | $36,679,491 | XML |
| 990 | June 2022 | $6,660,402 | $4,496,453 | $33,678,757 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Greg Glasner MD | June 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-1984704).
Questions about ESSENTIA HEALTH FOUNDATION
- What is the EIN of ESSENTIA HEALTH FOUNDATION?
- The employer identification number (EIN) of ESSENTIA HEALTH FOUNDATION is 27-1984704.
- Is ESSENTIA HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ESSENTIA HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESSENTIA HEALTH 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 ESSENTIA HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESSENTIA HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ESSENTIA HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names MATTHEW PIEDE.
- Who are the officers and directors of ESSENTIA HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 3 received compensation from the organization, the highest $370,360 (MATTHEW PIEDE, CHIEF DEVELOPMENT OFFICER).
- How much revenue does ESSENTIA HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,496,239, expenses of $4,851,078 and total assets of $25,791,076 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
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