Saint Anne of Winona
Nonprofit profile at a glance
- EIN
- 410850791
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Minneapolis, MN, USA
- Phone
- 7633472200
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Hospices
- Affiliation
- Christianity
Reported finances
- Revenue
- $19,950,707
- Expenses
- $19,378,010
- Assets
- $27,247,371
- Liabilities
- $12,497,734
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- JERRY CARLEY (CEO OF BHS)
- CAROL EHLINGER (EXECUTIVE DIRECTOR)
Highest reported compensation
- JERRY CARLEY (CEO OF BHS): $1,087,851 total reported compensation
- KEVIN RYMANOWSKI (CFO & TREASURER): $600,393 total reported compensation
- JENNIFER BRUHN (VP OF BENEDICTINE): $285,637 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We are a catholic, faith-based organization entrusted with advancing the life-enhancing senior care ministry of the 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.
What it reported doing in 2024
The benedictine adult day center (badc) is a comprehensive enriching program with creative activities, nutritious meals, and dignified personal care. Clients coming to this program receive support in their healthcare, personal, and social needs, allowing clients to continue to live in their community setting and giving respite to their caregiver. The saint anne training center (satc) offers a federally approved course designed to educate capable, compassionate nursing assistants in caring for our aging population. Additional classes focus on restorative training and feeding assistant training.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 94% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 65
- Accountability: 84
- Sustainability: 47
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 81.5%; rating input score 81
- Program expense ratio: 84.4%; rating input score 84
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 85.7%; rating input score 86; 1st percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 99.4%; rating input score 99; 34th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 80%; rating input score 80; 16th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.9%; rating input score 46; 46th percentile among comparable filings
- Total-asset coverage ratio: 1.41; rating input score 49; 49th percentile among comparable filings
- Liabilities to assets ratio: 0.46; rating input score 32; 32nd percentile among comparable filings
- Officer compensation ratio: 3.5%; rating input score 64; 64th percentile among comparable filings
Growth
- Program expense growth: 2.3% per year; rating input score 100; 21st percentile among comparable filings
- Revenue growth: 3.4% per year; rating input score 100; 29th percentile among comparable filings
- Asset growth: 3.9% per year; rating input score 100; 28th percentile among comparable filings
Details
- Where the money goes: 81.5% of revenue deployed · 84.4% of spending went to programs
- Governance: 8 of 10 board members independent · 8 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $16.4M in reported program spending
- Leadership: top reported pay $1.1M · 16 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 2 contractors listed · $1.8M reported
- Consistency: 31 of 32 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- Related organizations: 36 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Sustainability: Operating margin scored 46/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 32/100.