PHILLIPS EYE INSTITUTE FOUNDATION

EIN: 411613017 501(c)(3)

MINNEAPOLIS, MN

Total Revenue
$575,124
Total Expenses
$872,186
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
MN
Principal Officer
RICHARD MEYER
Phone
6122620660
Tax Period
2019-01-01 to 2019-12-31

PHILLIPS EYE INSTITUTE FOUNDATION, founded in 1987, is a small nonprofit that reported $575K in total revenue in fiscal year 2019. Revenue decreased 15% compared to the prior year. Expenses of $872K exceeded revenue, resulting in a 52% operating deficit.

Mission

WHAT WE DO:1. PROVIDE FREE ACCESS TO SUPERB MEDICAL CARE THROUGH TRANSPORTATION SERVICES FOR OUR PATIENTS.2. CONDUCT FREE ANNUAL VISION SCREENING FOR NEARLY 30,000 PUBLIC SCHOOL CHILDREN AND FUND AND COORDINATE FOLLOW-UP TREATMENT FOR CHILDREN WHO ARE UNINSURED OR UNDERINSURED.3. PURCHASE CUTTING-EDGE TECHNOLOGY, WHICH ALLOWS PHYSICIANS TO BETTER DIAGNOSE AND TREAT OUR PATIENTS.4. FUND ACCESS TO LASER VISION CORRECTION SURGERY FOR TROOPS DEPLOYEDWHO WE DO IT FOR:THE WORK OF PHILLIPS EYE INSTITUTE, THE UPPER MIDWEST'S ONLY EYE HOSPITAL, IS SO VITAL TO OUR REGION. WE INTEGRATE THE LATEST DIAGNOSTIC TREATMENT AND SURGICAL TECHNOLOGIES WITH A STAFF DEDICATED SOLELY TO OPHTHALMIC CARE, THE EXPERTISE OF AFFILIATED OPHTHALMOLOGISTS, REFERRING PHYSICIANS AND OTHER EYE CARE PROFESSIONALS. THIS UNIQUE COLLABORATION ENSURES THAT PATIENTS RECEIVE THE LATEST IN ADVANCED EYE CARE-ALL WITHIN A SINGLE HOSPITAL DEDICATED TO PRESERVING, PROTECTING AND RESTORING VISION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $374,447
Program Service Revenue $0
Investment Income $200,677
Other Revenue $0
TOTAL REVENUE $575,124

Expense Breakdown

Grants Paid $784,720
Salaries & Benefits $0
Fundraising Expenses $48,777
Program Expenses $784,720
Other Expenses $87,466
TOTAL EXPENSES $872,186

Year-over-Year Comparison

2019 2018 Change
Revenue $575,124 $677,924 -0.2%
Expenses $872,186 $1,034,724 -0.2%
Net Income $-297,062 $-356,800 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
9
Employees
N/A
Volunteers
229

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$1,299,136
Total Directors
12
$758,809
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL CONRAD DIRECTOR/PRES. PEI 2.00
Director
$0 $32,808 $730,538
JOSH DEBOER DIRECTOR 2.00
Director
$0 $0 $0
M VAUGHN EMERSON MD DIRECTOR 2.00
Director
$0 $0 $6,336
ADRIENNE JORDAN DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL LINS DIRECTOR 2.00
Director
$0 $0 $21,935
ELIZABETH NELSON DIRECTOR 2.00
Director
$0 $0 $0
ANGELA OSTER MD DIRECTOR 2.00
Director
$0 $0 $0
ED RYAN MD DIRECTOR 2.00
Director
$0 $0 $0
CHUCK SELCER DIRECTOR 2.00
Director
$0 $0 $0
IRVING SHAPIRO MD DIRECTOR 2.00
Director
$0 $0 $0
JEFF USEM DIRECTOR/CHAIRMAN 2.00
Director
$0 $0 $0
ROBERT WARASHAWSKY MD DIRECTOR 2.00
Director
$0 $0 $0
LAUREEN HENNEN EXEC. DIR. PEI FOUNDATION 40.00
Officer
$0 $38,710 $197,174
RICHARD MAGNUSON CFO 2.00
Officer
$0 $179,926 $1,101,962
DUNCAN GALLAGHER FORMER CFO 2.00
$0 $0 $130,958
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $575,124 $872,186 No data $-297,062
2018 $677,924 $1,034,724 $6,116,088 $-356,800
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