Nonprofit · EIN 41-1513014
BENEDICTINE FOUNDATION
Tax-exempt · MINNEAPOLIS, MN 55432
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,038,378 | $4,065,332 | -$26,954 | $23,509,898 | $44,655 | $23,465,243 |
| June 30, 2024 | 990 | $6,302,262 | $3,654,815 | $2,647,447 | $23,112,402 | $367,397 | $22,745,005 |
| June 30, 2023 | 990 | $5,728,187 | $2,738,340 | $2,989,847 | $18,716,580 | $70,462 | $18,646,118 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,177,156
- Program service revenue
- $105,947
- Investment income
- $756,411
- Net gain from sales of assets
- $283,114
- Net income from fundraising events
- -$1,136
- Other revenue
- -$1,136
Expenses
- Grants and similar amounts paid
- $2,192,187
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,177
- Accounting fees
- $23,805
- Travel
- $24,642
- Program services (functional)
- $2,351,375
- Management and general (functional)
- $1,508,247
- Fundraising (functional)
- $205,710
Balance sheet and other
- Total assets, start of year
- $23,112,402
- Total assets, end of year
- $23,509,898
- Total liabilities, end of year
- $44,655
- Net assets, end of year
- $23,465,243
- Publicly traded securities
- $15,610,818
- Net assets without donor restrictions
- $2,817,887
- Net assets with donor restrictions
- $20,647,356
- Gross receipts
- $4,634,279
- Employees
- 0
- Volunteers
- 250
- Year formed
- 1984
- 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 |
|---|---|---|---|---|---|
| JERRY CARLEY | CEO OF BHS Trustee or director, Officer | 1 | $0 | $913,522 | $174,329 |
| KEVIN RYMANOWSKI | CFO OF BHS/TREASURER Trustee or director, Officer | 1 | $0 | $511,297 | $89,096 |
| LAURIE HENNEN | PRESIDENT (THRU 10/2024) Officer | 40 | $0 | $232,008 | $44,598 |
| TRACY LEHN | DIRECTOR, PHILANTHROPY SERVICES Highest-paid employee | 32 | $0 | $164,112 | $16,051 |
| STEPHEN NETT | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEONARD ESSIG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY TANNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN GREFF | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDIE KANTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SR DOREEN KING OSB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WENDY BENNEFELD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHY ANDERSON | 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 |
|---|---|---|---|---|---|
| JERRY CARLEY | CEO OF BHS Trustee or director, Officer | 1 | $0 | $667,942 | $161,175 |
| KEVIN RYMANOWSKI | CFO OF BHS/TREASURER Trustee or director, Officer | 1 | $0 | $412,129 | $33,145 |
| LAURIE HENNEN | PRESIDENT Officer | 40 | $0 | $258,077 | $49,407 |
| TRACY LEHN | DIRECTOR, PHILANTHROPY SERVICES Highest-paid employee | 32 | $0 | $133,522 | $7,107 |
| KATHEY ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN NETT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN GREFF | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LEONARD ESSIG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDIE KANTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY TANNER | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| SR DOREEN KING OSB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WENDY BENNEFELD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERRY CARLEY | CEO OF BHS Trustee or director, Officer | 1 | $0 | $654,097 | $158,313 |
| KEVIN RYMANOWSKI | CFO OF BHS/TREASURER Trustee or director, Officer | 1 | $0 | $389,056 | $83,733 |
| LAURIE HENNEN | PRESIDENT Officer | 40 | $0 | $209,523 | $46,328 |
| TRACY LEHN | DIRECTOR, PHILANTHROPY SERVICES Highest-paid employee | 40 | $0 | $149,275 | $23,047 |
| KATHEY ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN NETT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN GREFF | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEONARD ESSIG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDIE KANTEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY TANNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SR DOREEN KING OSB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WENDY BENNEFELD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6499 UNIVERSITY AVE NE STE 300, MINNEAPOLIS, MN 55432-4350
- Principal officer (990 for 2024)
- JOSLYN BIEVER, 6499 UNIVERSITY AVE NE 300, MINNEAPOLIS, MN 55432
- Signed the 990
- KEVIN RYMANOWSKI, CFO
- Phone
- (763) 347-2200
- Website
- WWW.BENEDICTINELIVING.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE BENEDICTINE FOUNDATION (FORMERLY BENEDICTINE HEALTH SYSTEM FOUNDATION) WAS ESTABLISHED TO COORDINATE, ENCOURAGE, MOTIVATE AND SUPPORT THE FUND DEVELOPMENT ACTIVITY EFFORT WITHIN BENEDICTINE HEALTH SYSTEM AND ITS SUPPORTED ORGANIZATIONS.
Program accomplishments
- BENEDICTINE HEALTH SYSTEM (BENENDICTINE) IS A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENHANCING SENIOR CARE MINISTRY OF BENEDICTINE SISTERS OF DULUTH, MINNESOTA. WE WITNESS TO GOD'S LOVE BY CREATING INCLUSIVE COMMUNITIES, SUPPORTING THOSE WE SERVE TO LIVE WELL AND WITH PURPOSE, WITH SPECIAL CONCERN FOR THE UNDERSERVED.BENEDICTINE FOUNDATION WAS ESTABLISHED TO COORDINATE, ENCOURAGE, MOTIVATE AND SUPPORT THE FUND DEVELOPMENT EFFORTS WITHIN BENEDICTINE AND ITS SUPPORTED ORGANIZATIONS THROUGH ASSOCIATED FOUNDATIONS AND TO OVERSEE THE OPTIMAL INVESTMENT AND MANAGEMENT OF ASSOCIATED FOUNDATIONS' FUNDS.THE BENEDICTINE FOUNDATION CONSISTS OF 24 ASSOCIATED FOUNDATIONS, INCLUDING:VILLA ST. BENEDICT FOUNDATION, LISLE, ILBENEDICTINE FOUNDATION-ADA, MNBENEDICTINE FOUNDATION-CROOKSTON, MNBENEDICTINE FOUNDATION-DULUTH, MNBENEDICTINE FOUNDATION-MINNEAPOLIS, MNBENEDICTINE FOUNDATION-NEW BRIGHTON, MNBENEDICTINE FOUNDATION-OWATONNA, MNBENEDICTINE FOUNDATION-RED WING, MNBENEDICTINE FOUNDATION-ROCHESTER, MNBENEDICTINE FOUNDATION-SHAKOPEE, MNBENEDICTINE FOUNDATION-ST. PETER, MNBENEDICTINE FOUNDATION-WINONA, MNCERENITY FOUNDATION, MNCERENITY - HUMBOLDT FOUNDATION, MNCERENITY - MARIAN OF ST. PAUL FOUNDATION, MNCERENITY - WHITE BEAR LAKE FOUNDATION, MNBENEDICTINE FOUNDATION-ST. JOSEPH, MONAZARETH LIVING CENTER FOUNDATION, MOBENEDICTINE FOUNDATION-BISMARCK, NDBENEDICTINE FOUNDATION-DICKINSON, NDBENEDICTINE FOUNDATION-ELLENDALE, NDBENEDICTINE FOUNDATION-GARRISON, NDBENEDICTINE FOUNDATION-LAMOURE, NDBENEDICTINE FOUNDATION-WAHPETON, NDExpenses $2,351,375 · grants $2,192,187 · revenue $105,947
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
- 41-1513014
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $23,509,898
- Income (IRS master file)
- $4,634,279
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,038,378 | $4,065,332 | $23,509,898 | IRS |
| 990 | June 2024 | $6,302,262 | $3,654,815 | $23,112,402 | IRS |
| 990 | June 2023 | $5,728,187 | $2,738,340 | $18,716,580 | XML |
| 990 | June 2022 | $3,315,760 | $2,419,488 | $14,894,804 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 41-1513014).
Questions about BENEDICTINE FOUNDATION
- What is the EIN of BENEDICTINE FOUNDATION?
- The employer identification number (EIN) of BENEDICTINE FOUNDATION is 41-1513014.
- Is BENEDICTINE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does BENEDICTINE 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 BENEDICTINE 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 BENEDICTINE 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 BENEDICTINE FOUNDATION?
- The 990 for the year ended June 30, 2025 names JOSLYN BIEVER.
- Who are the officers and directors of BENEDICTINE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does BENEDICTINE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,038,378, expenses of $4,065,332 and total assets of $23,509,898 at year end.
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