MINNEAPOLIS HEART INSTITUTE FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MINNEAPOLIS HEART INSTITUTE FOUNDATION (EIN 41-1426406)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-27
- IRS object ID
- 202132709349300118
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-27T09:04:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411426406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNEAPOLIS HEART INSTITUTE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 6128633833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 28TH STREET NO 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES ZAUGG | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6128633833 | PhoneNum |
| Signature | 2021-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | ZAUGG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER TINGLEY | PreparerPersonNm |
| PTIN | P01485570 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2021-09-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES ZAUGG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 28TH STREET NO 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,787,276 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MPLSHEART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE CARDIOVASCULAR HEALTH OF COMMUNITIES THROUGH INNOVATIVE RESEARCH AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 101 | TotalEmployeeCnt |
| Total Volunteers | 2285 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,498,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,732,545 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,379,019 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,707,411 | CYProgramServiceRevenueAmt |
| PY Investment Income | $687,165 | PYInvestmentIncomeAmt |
| CY Investment Income | $734,920 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$266,026 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $18,298,974 | PYTotalRevenueAmt |
| CY Total Revenue | $19,174,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,227 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $109,573 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,947,570 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,129,288 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,700 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,179,350 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,141,824 | PYOtherExpensesAmt |
| CY Other Expenses | $3,982,085 | CYOtherExpensesAmt |
| PY Total Expenses | $12,146,321 | PYTotalExpensesAmt |
| CY Total Expenses | $12,280,946 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,152,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,893,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,693,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,520,170 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,035,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,217,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,658,217 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,303,074 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MINNEAPOLIS HEART INSTITUTE FOUNDATION IS TO IMPROVE THE CARDIOVASCULAR HEALTH OF INDIVIDUALS AND COMMUNITIES THROUGH INNOVATIVE RESEARCH AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,872,371 | ExpenseAmt |
| Grant | $109,573 | GrantAmt |
| Revenue | $4,670,061 | RevenueAmt |
| Desc | RESEARCHMHIF HAD MORE THAN 230 RESEARCH STUDIES UNDERWAY IN 2020 AND ACTIVATED MORE STUDIES DURING THAT YEAR THAN ANY OTHER YEAR. THE TEAM ALSO PUBLISHED 220 PEER-REVIEWED MANUSCRIPTS. MHIF RESEARCH PHYSICIANS, STAFF AND INTERNS PARTICIPATED IN EVERY MAJOR NATIONAL AND INTERNATIONAL CARDIOVASCULAR CONFERENCE (MOST OF WHICH WERE VIRTUAL IN 2020), INCLUDING 54 PODIUM PRESENTATIONS AND 94 ABSTRACTS. MHIF ACHIEVED GROWTH IN INDUSTRY-SPONSORED RESEARCH, INVESTIGATOR-INITIATED RESEARCH (DESIGNED AND LED BY LEADING PHYSICIANS), WITH REPRESENTATION ACROSS ALL SUBSPECIALTIES.MHIF ACTIVITIES IN 2020 INVOLVED RESEARCH ACROSS ALL AREAS OF CARDIOVASCULAR CARE AND ALSO FULFILLED ITS COMMITMENT TO SHARING LEARNINGS FROM THE RESEARCH. A SELECTION OF HIGHLIGHTS FROM 2020: NEW RESEARCH: OUTCOMES BEFORE AND AFTER THE RECALL OF A HEART FAILURE PACEMAKER - DR. JAY SENGUPTA, MINNEAPOLIS HEART INSTITUTE FOUNDATION (MHIF) RESEARCHER AND CLINICAL CARDIAC ELECTROPHYSIOLOGIST AT MINNEAPOLIS HEART INSTITUTE, WAS THE PRINCIPAL INVESTIGATOR ON A PACEMAKER RECALL STUDY PUBLISHED IN THE FEBRUARY 2020 ISSUE OF JAMA INTERNAL MEDICINE, "OUTCOMES BEFORE AND AFTER THE RECALL OF A HEART FAILURE PACEMAKER." NEW RESEARCH SHOWED ONLY SIX IN 10 PATIENTS ELIGIBLE FOR A STATIN WERE PRESCRIBED ONE - IN 2013, THE AMERICAN COLLEGE OF CARDIOLOGY AND AMERICAN HEART ASSOCIATION (ACC/AHA) RELEASED CHOLESTEROL GUIDELINES IDENTIFYING WHICH PATIENTS SHOULD BE CONSIDERED CANDIDATES FOR STATIN THERAPY. YET ACCORDING TO PUBLISHED FINDINGS IN CLINICAL CARDIOLOGY BY ALLINA HEALTH AND MINNEAPOLIS HEART INSTITUTE FOUNDATION (MHIF) RESEARCHERS, MORE THAN FOUR YEARS AFTER THE INITIAL RELEASE OF THE GUIDELINES, APPROXIMATELY FOUR IN 10 PATIENTS FOR WHOM A STATIN WOULD BE APPROPRIATE WERE STILL NOT BEING PRESCRIBED THE MEDICATION. DATA SHOWED REDUCTION IN U.S. HEART ATTACK ACTIVATIONS DURING COVID-19 PANDEMIC PUBLISHED IN JOURNAL OF THE AMERICAN COLLEGE OF CARDIOLOGY - MHIF ANNOUNCED THE PUBLICATION OF A REAL-TIME DATA ANALYSIS PULLED FROM ITS REGIONAL LEVEL ONE STEMI (ST-ELEVATION MYOCARDIAL INFARCTION, OR HEART ATTACK) PROGRAM THAT INCLUDED DATA REPORTED FROM NINE PARTICIPATING U.S. STEMI CENTERS. THE PRELIMINARY ANALYSIS DURING THE COVID-19 PANDEMIC SHOWED A 38-PERCENT REDUCTION IN U.S. CARDIAC CATHETERIZATION LABORATORY STEMI ACTIVATIONS, WHICH ARE THE STANDARD-OF-CARE TREATMENT FOR PATIENTS WITH HEART ATTACKS. THE ANALYSIS WAS PUBLISHED IN THE JOURNAL OF THE AMERICAN COLLEGE OF CARDIOLOGY (HTTP://WWW.ONLINEJACC.ORG/CONTENT/EARLY/RECENT). MHIF AND UC-SAN DIEGO RECEIVED FDA APPROVAL OF INVESTIGATIONAL NEW DRUG APPLICATION TO CONTINUE RESEARCH OF NOVEL HYDROGEL FOR CARDIAC TISSUE REPAIR - MHIF ANNOUNCED THAT IT WAS CONDUCTING ADDITIONAL RESEARCH ON A NOVEL HYDROGEL DESIGNED TO REPAIR CARDIAC TISSUE. IN APRIL 2020, THE FDA APPROVED AN INVESTIGATIONAL NEW DRUG (IND) APPLICATION TO INVESTIGATE THE SAFETY AND FEASIBILITY OF DELIVERING VENTRIGEL VIA CATHETER INTO AREAS OF THE HEART OF PATIENTS THAT CANNOT BE COMPLETELY REVASCULARIZED AT THE TIME OF CORONARY ARTERY BYPASS GRAFTING (CABG). MHIF PARTICIPATED IN RESEARCH TO EXPAND AVAILABILITY OF DONOR HEART TRANSPLANTS THROUGH USE OF NEW TECHNOLOGY - MHIF ANNOUNCED IT WAS ENROLLING PATIENTS AS A CLINICAL SITE FOR A STUDY THAT MAY EXPAND AVAILABILITY OF HEARTS FOR TRANSPLANT USING AN INVESTIGATIONAL ORGAN CARE SYSTEM (OCS) MANUFACTURED BY TRANSMEDICS. IN THE NEW CLINICAL STUDY, MHIF RESEARCHERS USED THE OCS SYSTEM TO RESUSCITATE A HEART THAT HAS STOPPED BEATING BY CIRCULATING OXYGENATED BLOOD THROUGH IT TO PREVENT ORGAN DAMAGE. THIS ALLOWS FOR THE USE OF A HEART FROM A DONOR WHOSE HEART HAS STOPPED BEATING, OR DONATION AFTER CIRCULATORY DEATH (DCD). MHIF RESEARCHERS PRESENTED AT ELSO 2020 MHIF RESEARCHERS WERE WELL REPRESENTED THE EXTRACORPOREAL LIFE SUPPORT ORGANIZATION (ELSO) ANNUAL MEETING HELD VIRTUALLY SEPT. 25 26, 2020, WITH 16 PRESENTATIONS, POSTERS OR BREAKOUT SESSIONS. AT MHIF, RESEARCHERS HAVE PURSUED VARIOUS PHYSICIAN-INITIATED STUDIES RELATED TO THE USE OF ECMO AND VENOUS-ARTERIAL EXTRACORPOREAL MEMBRANE OXYGENATION (VA-ECMO) FOR HEART PATIENTS. MHIF RESEARCHERS AT TRANSCATHETER THERAPEUTICS (TCT) CONFERENCE - THANKS TO MORE THAN 30 MHIF/MHI PHYSICIANS, FELLOWS AND STAFF, MHIF FULFILLED ITS ONGOING COMMITMENT TO SHARE THE RESULTS OF MHIF RESEARCH THROUGH:- 2 LATE-BREAKING CLINICAL TRIAL SESSIONS- 2 LIVE CASES- 8 PODIUM PRESENTATIONS- 20+ VIRTUAL POSTER PRESENTATIONS MHIF BEGAN STUDY OF A NEW APPROACH TO TREATING DANGEROUSLY FAST HEART RHYTHMS - MHIF WAS AMONG THE FIRST CLINICAL RESEARCH SITES IN THE WORLD TO USE A NEW, INVESTIGATIONAL MEDICAL TECHNOLOGY TO TREAT DANGEROUSLY FAST HEART RHYTHMS. AS PART OF THE WORLDWIDE EXTRAVASCULAR IMPLANTABLE CARDIOVERTER DEFIBRILLATOR (EV ICD) PIVOTAL STUDY, CHARLES GORNICK, MD, ELECTROPHYSIOLOGIST AND RESEARCHER AT MHIF AND DIRECTOR OF ELECTROPHYSIOLOGY AT MINNEAPOLIS HEART INSTITUTE AND BASSAM SHUKRALLAH, MD, CARDIAC SURGEON AND RESEARCHER, MHIF, IMPLANTED THE NOVEL EV ICD SYSTEM IN A PATIENT WHO IS AT RISK OF SUDDEN CARDIAC ARREST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $479,409 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $37,350 | RevenueAmt |
| Desc | EDUCATIONEQUAL TO OUR COMMITMENT TO RESEARCH IS OUR DEDICATION TO SHARE THE LEARNINGS FROM RESEARCH THROUGH EDUCATION, ALLOWING FOR LOCAL, NATIONAL AND INTERNATIONAL IMPACT AS WE CHALLENGE AND ADVANCE THE STANDARD OF CARE FOR ALL PATIENTS. WE PROUDLY SHARED THE DETAILS OF THE RESEARCH THROUGH 54 PRESENTATIONS AND 94 ABSTRACTS PUBLISHED AT NATIONAL AND INTERNATIONAL CONFERENCES. WE PUBLISHED MORE THAN 220 MANUSCRIPTS SHARING LEARNING FROM WORLD-CLASS CARDIOVASCULAR RESEARCH IN LEADING JOURNALS. WE ALSO OFFERED VARIOUS PUBLIC AND PROFESSIONAL EVENTS (MANY OF WHICH SWITCHED TO VIRTUAL IN 2020) TO INCREASE AWARENESS, UNDERSTANDING AND MANAGEMENT OF VARIOUS HEART CONDITIONS.OUR CARDIOVASCULAR GRAND ROUNDS PROGRAM ENSURES ATTENDEES ARE WELL-VERSED IN THE LATEST RESEARCH OUTCOMES AND EVIDENCE-BASED GUIDELINES. THROUGH 31 SESSIONS, MHIF PROVIDED PROFESSIONAL EDUCATION TO 2,591 LEARNERS AND ACHIEVED 100 PERCENT PARTICIPANT SATISFACTION.MHIF'S 2020 RESEARCH INTERN PROGRAM WAS VERY DIFFERENT FROM YEARS PAST AND BECAUSE OF THE GLOBAL PANDEMIC, WE WERE ONLY ABLE TO SELECT THREE INTERNS WHO WERE LOCAL RESIDENTS TO WORK WITH OUR RESEARCH TEAM THROUGHOUT THE 12-WEEK SUMMER PROGRAM. THESE INTERNS WORKED WITH A PHYSICIAN MENTOR ON A VARIETY OF INVESTIGATOR-INITIATED CARDIOVASCULAR RESEARCH PROJECTS. SINCE THIS PROGRAM BEGAN, THERE HAVE BEEN 204 INTERN ALUMNI, 55 PERCENT ARE NOW PRACTICING PHYSICIANS, 19 PERCENT ARE IN MEDICAL SCHOOL, 7 PERCENT ARE PREMED STUDENTS, 14 PERCENT ARE IN OTHER MEDICAL PROFESSIONS, AND 5 PERCENT ARE IN NON-HEALTH OR UNKNOWN CAREERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,351,780 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 101 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES ZAUGG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128631658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 28TH STREET SUITE 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071191 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY STEINLE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS GUNDERSON | ||||||||
| PAST CHAIR | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG GRAVES | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER QUIMBY | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JASON ALEXANDER MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN BACHE-WIIG MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSI BENNETT MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL BERANEK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CONLEY BROOKS JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| M NICHOLAS BURKE MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN CARLSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULEEN CHRISTOPHER PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER DAHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG EVANICH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY GETLIN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SHARON HAWKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HURRELL MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL HUTTNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY JOHNSON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KATSIYIANNIS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICE KLOSS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED LOFTNESS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM MELLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MEYER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI MILBRANDT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MILBRATH DDS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC NEWELL MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HUGH NIERENGARTEN JD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERI ROLNICK PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RETU SAXENA MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHARKEY MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY SIELAFF MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON SMITHMIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN SUN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY TRAVERSE MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN VOLKART | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND YU EDD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINE FORTMAN | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $427,852 | $0 | $96,966 | |||
| CHARLES ZAUGG | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $182,079 | $0 | $49,689 | |||
| LISA TINDELL | ||||||||
| VICE PRESIDENT - RESEARCH OPERATIONS | 40.00 | $175,723 | $0 | $28,665 | Yes (X) | |||
| JESSE HICKS | ||||||||
| VICE PRESIDENT-ADVANCEMENT | 40.00 | $209,979 | $0 | $44,497 | Yes (X) | |||
| TAMARA O'BLACK | ||||||||
| SENIOR DIRECTOR, QUALITY & | 40.00 | $172,046 | $0 | $37,898 | Yes (X) | |||
| ROSS GARBERICH | ||||||||
| DIRECTOR OF SCIENTIFIC SERVICES | 40.00 | $143,267 | $0 | $35,528 | Yes (X) | |||
| NANCY WILSON | ||||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $149,262 | $0 | $56,822 | Yes (X) | |||
| JANET DICK | ||||||||
| CHIEF TALENT AND STRATEGY OFFICER | 40.00 | $166,075 | $0 | $50,424 | Yes (X) | |||
| BAVANA RANGAN | ||||||||
| PROGRAM DIRECTOR - CCAD | 40.00 | $161,981 | $0 | $33,717 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,788,264 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $434,206 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLINA HEALTH SYSTEM | |||||
| 2925 CHICAGO AVENUE | MINNEAPOLIS | MN | 55407 | PHYSICIAN/CARDIOLOGISTS & RESEARCH SUPPO | $877,573 |
| EMERSON TECHNOLOGIES | |||||
| 13365 CORPORATE CENTER CURVE SUITE | EAGAN | MN | 55121 | I.T. SERVICES | $254,431 |
| GARDNER BUILDERS | |||||
| 730 2ND AVENUE SOUTH | MINNEAPOLIS | MN | 55402 | CONSTRUCTION SERVICES | $175,158 |
| POINT FORWARD COMMUNICATIONS | |||||
| 7701 NARCISSUS LANE NORTH | MAPLE GROVE | MN | 55311 | MARKETING SERVICES | $156,305 |
| MERCER INVESTMENT MANAGEMENT | |||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT SERVICES | $143,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $18,075 | FederatedCampaignsAmt |
| Government Grants | $210,512 | GovernmentGrantsAmt |
| All Other Contributions | $13,503,958 | AllOtherContributionsAmt |
| Noncash Contributions | $245,373 | NoncashContributionsAmt |
| Total Contributions | $13,732,545 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESEARCH STUDY REVENUE | 541900 | $4,462,851 | $4,462,851 |
| MISC PROGRAM REVENUE | 541900 | $244,560 | $244,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,707,411 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $655,272 | TotalRevenueColumnAmt |
| Exclusion | $655,272 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,692,048 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,612,400 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,648 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,648 | TotalRevenueColumnAmt |
| Exclusion | $79,648 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,174,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,707,411 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $734,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,573 | TotalAmt |
| Program Services | $74,573 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,212 | TotalAmt |
| Program Services | $188,888 | ProgramServicesAmt |
| Management And General | $619,879 | ManagementAndGeneralAmt |
| Fundraising | $265,445 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,707,968 | TotalAmt |
| Program Services | $4,413,638 | ProgramServicesAmt |
| Management And General | $850,979 | ManagementAndGeneralAmt |
| Fundraising | $443,351 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,489 | TotalAmt |
| Program Services | $295,317 | ProgramServicesAmt |
| Management And General | $47,458 | ManagementAndGeneralAmt |
| Fundraising | $24,714 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,920 | TotalAmt |
| Program Services | $414,398 | ProgramServicesAmt |
| Management And General | $46,751 | ManagementAndGeneralAmt |
| Fundraising | $54,771 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,699 | TotalAmt |
| Program Services | $329,267 | ProgramServicesAmt |
| Management And General | $90,393 | ManagementAndGeneralAmt |
| Fundraising | $44,039 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,059 | TotalAmt |
| Program Services | $17,569 | ProgramServicesAmt |
| Management And General | $26,490 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,901 | TotalAmt |
| Program Services | $8,801 | ProgramServicesAmt |
| Management And General | $34,100 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,992 | TotalAmt |
| Management And General | $78,992 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,905,417 | TotalAmt |
| Program Services | $1,301,316 | ProgramServicesAmt |
| Management And General | $582,467 | ManagementAndGeneralAmt |
| Fundraising | $21,634 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,436 | TotalAmt |
| Program Services | $1,028 | ProgramServicesAmt |
| Management And General | $402 | ManagementAndGeneralAmt |
| Fundraising | $9,006 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,152 | TotalAmt |
| Program Services | $171,133 | ProgramServicesAmt |
| Management And General | $17,924 | ManagementAndGeneralAmt |
| Fundraising | $80,095 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,120 | TotalAmt |
| Program Services | $210,240 | ProgramServicesAmt |
| Management And General | $27,009 | ManagementAndGeneralAmt |
| Fundraising | $30,871 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,230 | TotalAmt |
| Program Services | $495,276 | ProgramServicesAmt |
| Management And General | $79,727 | ManagementAndGeneralAmt |
| Fundraising | $64,227 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,094 | TotalAmt |
| Program Services | $50,712 | ProgramServicesAmt |
| Management And General | $24,178 | ManagementAndGeneralAmt |
| Fundraising | $37,204 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,835 | TotalAmt |
| Management And General | $20,835 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,095 | TotalAmt |
| Program Services | $197,969 | ProgramServicesAmt |
| Management And General | $33,107 | ManagementAndGeneralAmt |
| Fundraising | $25,019 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,152 | TotalAmt |
| Program Services | $50,335 | ProgramServicesAmt |
| Management And General | $35,817 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $110,269 | $48,508 | $48,692 | $13,069 |
| COMMUNITY RELATIONS | $59,352 | $3,088 | $53,839 | $2,425 |
| EMPLOYEE SEMINAR FEES | $26,927 | $24,036 | $849 | $2,042 |
| EQUIPMENT/MAINTENANCE | $16,360 | $13,232 | $1,915 | $1,213 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,694 | TotalAmt |
| Program Services | $7,456 | ProgramServicesAmt |
| Management And General | $28,013 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,280,946 | TotalAmt |
| Program Services | $8,351,780 | ProgramServicesAmt |
| Management And General | $2,749,816 | ManagementAndGeneralAmt |
| Fundraising | $1,179,350 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,618 | BOYAmt |
| EOY | $515,780 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,116,020 | BOYAmt |
| EOY | $7,730,503 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,962,120 | BOYAmt |
| EOY | $10,266,999 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,950,731 | BOYAmt |
| EOY | $2,359,265 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,245 | BOYAmt |
| EOY | $179,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,966,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $976,010 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,979,114 | BOYAmt |
| EOY | $1,990,985 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,353,324 | BOYAmt |
| EOY | $27,384,987 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,407,658 | BOYAmt |
| EOY | $1,092,566 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,693,830 | BOYAmt |
| EOY | $51,520,170 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,199 | BOYAmt |
| EOY | $1,858,395 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,042 | BOYAmt |
| EOY | $314,026 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,372 | BOYAmt |
| EOY | $1,044,675 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,035,613 | BOYAmt |
| EOY | $4,217,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,671,847 | BOYAmt |
| EOY | $8,726,938 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,986,370 | BOYAmt |
| EOY | $38,576,136 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,658,217 | BOYAmt |
| EOY | $47,303,074 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,693,830 | BOYAmt |
| EOY | $51,520,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,893,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,750,927 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBOTT NORTHWESTERN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,999,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,025,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,677,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,498,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,732,545 | CurrentTaxYearAmt |
| Total | $43,934,764 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,999,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,025,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,677,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,498,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,732,545 | CurrentTaxYearAmt |
| Total | $43,934,764 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,296,346 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,638,418 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $302,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $787,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $683,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $655,272 | CurrentTaxYearAmt |
| Total | $3,027,164 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,030,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,013,161 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,043,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,005,390 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,338,446 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | LICENSING FEES - 2016 AMOUNT: $ 851,422. 2017 AMOUNT: $ 851,422. INSURANCE PROCEEDS - 2016 AMOUNT: $ 178,879. 2017 AMOUNT: $ 161,739. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,894,833 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,720,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $734,998 | OtherExpendituresAmt |
| End Year Balance | $21,900,155 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,808,398 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,776,792 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $710,357 | OtherExpendituresAmt |
| End Year Balance | $19,894,833 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,697,836 | BeginningYearBalanceAmt |
| Contributions | $19,900 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,225,590 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $683,748 | OtherExpendituresAmt |
| End Year Balance | $16,808,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,544,347 | BeginningYearBalanceAmt |
| Contributions | $5,612 | ContributionsAmt |
| Investment Earnings Or Losses | $2,812,897 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $665,020 | OtherExpendituresAmt |
| End Year Balance | $18,697,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,360,589 | BeginningYearBalanceAmt |
| Contributions | -$155,621 | ContributionsAmt |
| Investment Earnings Or Losses | $1,065,312 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $725,933 | OtherExpendituresAmt |
| End Year Balance | $16,544,347 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,706,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,342 | DepreciationAmt |
| Book Value | $1,472,631 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,092,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $741,668 | DepreciationAmt |
| Book Value | $351,307 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,047 | OtherCostOrOtherBasisAmt |
| Book Value | $167,047 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,990,985 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,044,675 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,044,675 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,846,811 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,750,927 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,750,927 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,095,884 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $78,992 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $78,992 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,174,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,201,954 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,201,954 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $78,992 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $78,992 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,280,946 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE USED FOR EDUCATION, CARDIOLOGY RESEARCH, CARDIAC SURGERY RESEARCH AND TO SUPPORT RESEARCH CHAIRS AND PHYSICIAN RESEARCH. |
| PART X, LINE 2: | THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING IT IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(III) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM MINNESOTA INCOME TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ONLY ON ANY UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF SECTION 511 OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS FOR UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. THE FOUNDATION HAS NO UNCERTAIN INCOME TAX POSITIONS AND NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION UNDER THIS STANDARD. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECEIPIENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $74,573 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $74,573 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $74,573 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | TO ESTABLISH A RHD TRAINING CENTER | PurposeOfGrantTxt |
| Cash Grant | $74,573 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE FOUNDATION MONITORS THE USE OF THESE INTERNATIONAL GRANTS BY REQUESTING AND RECEIVING SIGNED LETTERS FROM GRANTEE ORGANIZATIONS ATTESTING TO THE APPROPRIATE USE OF THESE FUNDS. ADDITIONAL DUE DILIGENCE INCLUDES FOLLOWING THE GUIDELINES REGARDING BEST PRACTICES PUBLISHED BY THE DEPARTMENT OF THE TREASURY. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE EICHERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22066 LONE PINE LANE | AddressLine1Txt |
| City | MADISON LAKE | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GALA CONSULTING AND FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $60,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $60,000 | TotalRetainedByContractorsAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE CHRIST HOSPITAL | |||||||||
| 2139 AUBURN AVENUE | CINCINNATI | OH | 45219 | 310538525 | 501(C)(3) | $15,000 | N/A | N/A | RESEARCH STUDY PARTICIPATION |
| PRAIRIE EDUCATION AND RESEARCH COOPERATIVE | |||||||||
| 800 E CARPENTER STREET 62 | SPRINGFIELD | IL | 62769 | 371157915 | 501(C)(3) | $10,000 | N/A | N/A | RESEARCH STUDY PARTICIPATION |
| CATHOLIC HEALTH INITIATIVES - IOWA CORP | |||||||||
| 5880 UNIVERSITY AVENUE | WEST DES MOINES | IA | 50266 | 420680448 | 501(C)(3) | $10,000 | N/A | N/A | RESEARCH STUDY PARTICIPATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MONITORS THE USE OF THESE DOMESTIC GRANTS BY THOROUGHLY VETTING THE ORGANIZATIONS THAT RECEIVE GRANTS AND REVIEWING GRANT BUDGETS TO ENSURE FUNDS ARE SPENT ON APPROPRIATE EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTINE FORTMAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $346,714 | $0 | $81,000 | $0 | $138 | $0 | $96,462 | $0 | $504 | $0 | $524,818 | $0 | $81,000 | $0 |
| JESSE HICKS | ||||||||||||||
| VICE PRESIDENT-ADVANCEMENT | $176,919 | $0 | $33,000 | $0 | $60 | $0 | $44,497 | $0 | $0 | $0 | $254,476 | $0 | $33,000 | $0 |
| CHARLES ZAUGG | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $165,659 | $0 | $16,162 | $0 | $258 | $0 | $30,848 | $0 | $18,841 | $0 | $231,768 | $0 | $16,162 | $0 |
| JANET DICK | ||||||||||||||
| CHIEF TALENT AND STRATEGY OFFICER | $151,672 | $0 | $14,007 | $0 | $396 | $0 | $28,617 | $0 | $21,807 | $0 | $216,499 | $0 | $14,007 | $0 |
| TAMARA O'BLACK | ||||||||||||||
| SENIOR DIRECTOR, QUALITY & | $157,173 | $0 | $14,783 | $0 | $90 | $0 | $28,219 | $0 | $9,679 | $0 | $209,944 | $0 | $14,783 | $0 |
| NANCY WILSON | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $123,411 | $0 | $25,455 | $0 | $396 | $0 | $31,810 | $0 | $25,012 | $0 | $206,084 | $0 | $25,455 | $0 |
| LISA TINDELL | ||||||||||||||
| VICE PRESIDENT - RESEARCH OPERATIONS | $161,123 | $0 | $14,462 | $0 | $138 | $0 | $28,665 | $0 | $0 | $0 | $204,388 | $0 | $14,462 | $0 |
| BAVANA RANGAN | ||||||||||||||
| PROGRAM DIRECTOR - CCAD | $151,827 | $0 | $10,094 | $0 | $60 | $0 | $22,747 | $0 | $10,970 | $0 | $195,698 | $0 | $10,094 | $0 |
| ROSS GARBERICH | ||||||||||||||
| DIRECTOR OF SCIENTIFIC SERVICES | $131,713 | $0 | $11,500 | $0 | $54 | $0 | $23,984 | $0 | $11,544 | $0 | $178,795 | $0 | $11,500 | $0 |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $235,373 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE AT TRADE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN (B) REPORTS THE TOTAL NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE FOUNDATION'S EXECUTIVE COMMITTEE CONSISTS OF THE BOARD OFFICERS, CHAIRS OF EACH COMMITTEE OF THE BOARD AND ANY OTHER SUCH MEMBERS AS DIRECTED BY THE CHAIR. THE CHAIR OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS ALL THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD, EXCEPT THAT IT SHALL NOT HAVE THE POWER TO FILL VACANCIES OF ITS OWN MEMBERSHIP NOR VACANCIES IN THE MEMBERSHIP OF THE BOARD OF DIRECTORS, THE POWER TO FILL SUCH VACANCIES BEING VESTED IN THE BOARD. IN ADDITION, UNLESS OTHERWISE DIRECTED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL FUNCTION AS THE PERSONNEL, FINANCE AND AUDIT COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE WHO THEN PASSES IT ALONG TO THE BOARD OF DIRECTORS. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS IN ADVANCE OF THE MEETING WHERE ACTION IS TAKEN TO APPROVE OR MODIFY THE FORM 990. UPON APPROVAL, THE FORM 990 IS FILED WITH GOVERNMENT AGENCIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, MANAGEMENT, PHYSICIANS AND EMPLOYEES CONDUCTING RESEARCH ARE COVERED BY THE CONFLICT OF INTEREST POLICY. CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE RETURNED TO THE CEO OR CFO ANNUALLY. THE CFO AND CEO REVIEW EACH DISCLOSURE STATEMENT AND CONFER WITH THE BOARD CHAIR TO ADDRESS ANY CONFLICTS. THOSE INDIVIDUALS WITH CONFLICTS ARE EXCUSED FROM THE PORTION OF ANY MEETING WHERE A DECISION IS MADE REGARDING A TRANSACTION THAT GIVES RISE TO THE CONFLICT. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE CEO AND EXECUTIVE TEAM (VP OF ADVANCEMENT, MARKETING, AND COMMUNICATIONS; CHIEF TALENT, EDUCATION AND STRATEGY OFFICER; CHIEF FINANCIAL OFFICER; VP, CLINICAL RESEARCH OPERATIONS; SENIOR DIRECTOR, COMPLIANCE, QUALITY & REGULATORY AFFAIRS). EXECUTIVE COMMITTEE OBTAINS COMPARABLE COMPENSATION DATA FROM SURVEYS AND/OR CONSULTANTS TO ASSIST THEM IN THEIR DELIBERATIONS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE INDEPENDENT OF THE CEO AND EXECUTIVE TEAM. THE DELIBERATION AND DECISION PROCESS IS CONTEMPORANEOUSLY SUBSTANTIATED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2020. COMPENSATION PACKAGES FOR THE EXECUTIVE TEAM WERE DETERMINED THROUGH A COMBINATION OF PERFORMANCE REVIEWS, COMPARABILITY DATA FROM AN OUTSIDE CONSULTANT, AND THROUGH DISCUSSIONS WITH THE CHIEF TALENT, EDUCATION AND STRATEGY OFFICER, THE CEO, AND EXECUTIVE COMMITTEE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICES. IF REQUESTED, COPIES ARE AVAILABLE BY MAIL. THE AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE AVAILABLE ON-LINE THROUGH GUIDESTAR. |
| FORM 990, PART IX, LINE 11G | RESEARCH STUDY - IRB FEES: PROGRAM SERVICE EXPENSES 149,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,695. MEDICAL CONSULTING/TESTING FEES: PROGRAM SERVICE EXPENSES 524,585. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 524,585. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 627,036. MANAGEMENT AND GENERAL EXPENSES 313,992. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 941,028. MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 268,475. FUNDRAISING EXPENSES 21,634. TOTAL EXPENSES 290,109. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |