2020-08-25T15:14:50-05:00 2019-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Suite 1300 Minneapolis MN 554027033 990 2019-01-01 410682405 Hazelden Betty Ford Foundation HAZE 6512134006 PO Box 11 Center City MN 55012 James Blaha VP, CFO & CAO 6512134006 2020-08-25 1 Kim Hunwardsen CPA P00484560 6122536500 2020-08-25 69.180.150.71 2020-08-25 13:43:52 CD P DBF4759E62F8FF19F8CA63E0966B25CEDAE47AD3 F4E1B545B5A64400ED95821F5295FDCB6EE8A6F8 2019 2020-11-06 18:47:13Z Mark Mishek PO Box 11 Center City MN 55012 217060575 0 X www.hazeldenbettyford.org X 1949 MN Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs. 19 18 1827 521 103799 79177 7894764 10423098 181550849 186161030 1851326 2279855 2369433 2878150 193666372 201742133 1030436 1063695 0 0 108163018 116503683 0 0 3781150 75979345 81613684 185172799 199181062 8493573 2561071 479494232 519529650 157338609 176072424 322155623 343457226 X Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs. Its vision is: Together, we will overcome addiction. This is accomplished through a commitment to treatment, publishing, education, research, public education, advocacy, and collaboration/shared learning with other organizations. 0 0 129010458 158467057 Addiction Treatment for Adults, Youth and FamiliesThe goal of addiction treatment at Hazelden Betty Ford Foundation is lifelong recovery and an improved quality of life for each patient. The Foundation serves both adults and youth and approaches treatment in a holistic, person-centered way-addressing our patients' addiction as well as co-occurring mental health and medical conditions. Our comprehensive treatment integrates the use of evidence-based clinical therapies, peer support and medicine, and is individualized to meet patients' unique needs as they progress from clinical management of their disease to community-supported self-management of their recovery. Our interdisciplinary care teams consist of addiction counselors and technicians, psychologists and other mental health professionals, psychiatrists and other physicians, nurses and nurse practitioners, family specialists, spiritual care professionals, nutritionists and wellness specialists. In addition to addiction treatment, available at multiple levels of care, Hazelden Betty Ford Foundation provides assessment and evaluation services, intervention services, clinically supervised sober living options, continuing care services and mental health services. Hazelden Betty Ford Foundation also understands that recovery from addiction involves rebuilding relationships with family members and friends, who need help and support of their own as well. Through our family, parent, sibling and children's programs, loved ones receive education, guidance and support to achieve healthier relationships and lives.In 2019, its sites were located in Center City, Chaska, Maple Grove, Plymouth and St. Paul, Minnesota; Chicago, Illinois; Naples, Florida; New York, New York (two facilities there - one each in the Tribeca and Chelsea neighborhoods); Bellevue, Washington; Newton, Massachusetts; Beaverton and Newberg, Oregon; Rancho Mirage, Los Angeles and San Diego, California; and Denver, Colorado.In 2019, the following number of people directly benefited from Hazelden Betty Ford Foundation addiction treatment and recovery programs: Primary Treatment Adult 5,144 Mental Health Adult 3,852 Intensive Outpatient Adult 3,160Day Treatment Adult 3,000Family Program Adult 2,164 Outpatient Treatment Adult 1,220 Family Program Youth 941Children's Program 771Primary Treatment Youth 800Mental Health Youth 647 Renewal Center/Lodge 641 Recovery Housing 438Day Treatment Youth 395 Intensive Outpatient Youth 181 Outpatient Treatment Youth 92 Intermediate Care 56 DUII Diversion Program Oregon 34 TOTAL PATIENTS SERVED 23,536 Additionally, financial assistance is available and was provided to 5,110 qualifying patients and family members at an approximate cost of $6,200,000. 20565368 24640315 Publication of Educational MaterialsHazelden Publishing is the leading publisher of state-of-the-art resources for preventing, treating and managing addiction and closely related issues. Translating research into practice, we help organizations treat the whole client by offering information, guidance, tools and support to meet their unique needs. With 84 new offerings in 2019, our publications continue to provide inspiration, guidance and encouragement to millions around the world every day. In 2019, Hazelden Publishing generated 28 new products, 11 new distributed products, 13 new services and trainings, 4 new e-books, 7 new translation rights, 4 specialty products, and 17 new subscriptions. If not for our mission and commitment, much of this material would not be published and available to consumers because of its limited appeal to mainstream publishers. Hazelden Publishing's materials also reach underserved populations, including many customers in the community treatment, faith-based and corrections markets.Hazelden Publishing's Professional Education Solutions (PES) team transforms organizational systems and culture, empowering educators and providers in health care, treatment and social services to deliver evidence-based, best-practice services throughout the continuum of care. Intensive training and coaching for Building Assets and Reducing Risks (BARR)-a strengths-based model that provides schools with a comprehensive approach to meeting the academic, social, and emotional needs of all students-has reached more than 150 schools throughout the nation, impacting the lives of over 100,000 students in a diverse range of communities. In addition, consultants and trainers on the PES team reached over 4,000 professionals in 34 states in 2019, addressing stigma associated with addiction and helping communities embrace recovery as the expectation. From Appalachia to the Pacific Ocean - and everywhere in between - the PES team is empowering professionals to be agents of hope and healing.In 2019, through its BookAid program, the Hazelden Publishing also sent 2,413 packages that reached the lives of many thousands of people through libraries serving programs and institutions in need. BookAid resources were sent to individuals and organizations in the United States and around the world. The value of these products was an estimated $116,000, and they cost roughly $4,465 to ship. 6609410 1063695 5922528 Higher Education and Medical & Professional TrainingHazelden Betty Ford Graduate School of Addiction Studies The Hazelden Betty Ford Graduate School of Addiction Studies prepares future leaders in addiction counseling through our two available degrees: Master of Arts in Addiction Counseling: Advanced Practice and Master of Arts in Addiction Studies: Integrated Recovery for Co-Occurring Disorders. The school emphasizes public engagement as a means of serving our constituent communities. In 2019, students provided approximately 40,000 hours of clinical services at agencies reaching underserved and economically disadvantaged populations.The school offers a full scholarship each year to a student who works at Chisago County Health and Human Services, and provides continuing education to these Chisago County professionals at no cost. In 2019, 63 students graduated from the school with master's degrees. Overall, more than 92 percent of graduates who seek careers in the addiction treatment field find employment in their home communities or at regional or national treatment agencies. Faculty and graduate school leaders participate in public service events throughout the United States and make research, educational and scholarly contributions to the field of addiction treatment.Medical & Professional EducationThe Professionals in Residence (PIR) program and the Summer Institute for Medical Students (SIMS) give medical students, residents and health care and legal professionals an in-depth experience with the dynamics of the disease of addiction. Intensive one-week programs blend classes presented by Hazelden Betty Ford Foundation physicians and expert clinicians with time spent interacting with patients or family members and staff on treatment units or family programs. Participants learn about the latest research and evidence-based methods from our multidisciplinary faculty. A rotation on addiction for psychiatry, family medicine and internal medicine residents is available in Minnesota and California. A one-year accredited Addiction Medicine Fellowship is available at the Betty Ford Center in Rancho Mirage, California, and a Course on Addiction and Recovery Education (CARE) is available worldwide. The Minnesota and California sites offer customized programming for larger groups. In 2019, our Medical and Professional Education programs welcomed a total of 2,010 participants. Community Care and Community Benefit:To meet our commitment to the mission and underlying charitable purpose of the Hazelden Betty Ford Foundation, we invest time, financial resources and energy in helping people and communities understand and address addiction as a treatable disease, and we spread the word that recovery is possible. "Be of Service" is an integral core value that we demonstrate in a variety of ways. The Foundation provides treatment services to individuals and families who seek and qualify for care but are unable to pay the full cost. The Foundation's patient aid policy provides that the Foundation will annually establish a target amount of patient financial assistance. In addition to its annual provision for charity care, the Foundation provides a variety of other benefits for the public good including:Butler Center for Research -The Butler Center for Research (BCR) is dedicated to improving recovery from addiction by conducting clinical and institutional research, collaborating with other research centers and communicating scientific findings. It is the Center's vision that sustained recovery for all who seek help will be achieved through advancements in knowledge and integration of research into practice.-In 2019, the BCR participated in the following activities:-As part of the Hazelden Betty Ford Foundation's commitment to evidence-based practice, a variety of projects were conducted to inform clinical care and academic programming, identify treatment needs, drive data-based decision making, and contribute to the professional and public knowledge of addiction treatment. Projects included data analyses, and industry trend reports, among others. -The BCR collaborated with researchers from the Mayo Clinic who obtained a government grant to study the use of acamprosate, an FDA-approved medication targeting alcohol craving. Funded by the National Institute on Alcohol Abuse and Alcoholism (NIAAA), this project will work to identify biomarkers that may predict patient response to the use of the medication, with the hope of finding new genes linked to alcoholism treatment response. The project was successfully launched in July of 2019 with recruitment ongoing through 2020. Findings from this study could have substantial impact and inform substance use treatment on a national scale.-The BCR also collaborated on another NIAAA grant-funded study with researchers from Virginia Commonwealth University. Titled, "Genes, addiction, and personality," this study is part of a genome-wide association study to learn more about the relationships between personality, mental health, substance use and genes. Data collection was successful in 2019 and will be ongoing into 2020. -Research Updates were disseminated to professionals, educators, researchers, students and other stakeholders. These two-page summaries of scientific findings from the field of addiction treatment research are provided at no cost as a community benefit to policymakers, treatment professionals and the public at large. Research Updates are also available on the BCR web page at www.hazeldenbettyford.org/education/bcr/addiction-research. One new Research Updates was created in 2019 on Vaping and E-cigarettes.-In addition to the new Research Update, the BCR published a manuscript in the September 2019 issue of the Journal of Substance Abuse of a feasibility study of Hazelden Betty Ford Foundation's comprehensive model for treating opioid use disorder, the Comprehensive Opioid Response with Twelve Steps framework (COR-12).Community Education and Relations:-We presented free, public talks at our Minnesota Speaker Series held in St. Paul on select Tuesdays; at our Oregon Speaker Series held twice a month in the Portland metro area; and at our monthly Second Sunday speaker series held in Center City, Minnesota.-Our Speakers Bureau helped place the organization's many spokespeople at events, with 95 different employees delivering 194 presentations in three countries, 26 states and 73 cities, as well as 21 virtual presentations available globally. -We also provided education and support at our free, open-to-the-public Caring Families groups, facilitated once a month in Plymouth, Minnesota and once a week in Fort Myers, Florida - as well as weekly in an online format at www.TheDailyPledge.org.-Our Visitors Program in Center City, Minnesota, scheduled and conducted 72 tours for 358 individuals. At the Betty Ford Center in Rancho Mirage, California, staff scheduled and conducted 65 tours. -Volunteers at facilities in California, Colorado, Illinois, Florida, Minnesota, New York and Oregon donated 13,177 hours, valued at more than $335,085. -In addition, educational scholarships from the Hazelden Betty Ford Foundation totaling $5,200 were awarded to students at six high schools in the Twin Cities and Center City areas of Minnesota, as well as two western Wisconsin high schools. -In Florida, Hazelden Betty Ford is an active member of the Collier Community Drug Response Team, an action-oriented work group that analyzes data and mobilizes support to overdose hotspots. And, for the 25th year, we co-sponsored and hosted our Women's Health Conference, a free, twice-annual community event that brings together medical providers and public health departments in Center City, Minnesota.-In addition, the Foundation hosted its own music festival, HazelFest, in Center City, Minnesota, providing more than 1,100 people from the surrounding communities a family friendly, alcohol-free entertainment experience while also educating festival-goers and thousands of other marketing and press consumers about the promise and possibility of recovery. We also sponsored community events like the Minnesota Walk for Recovery, which attracted 5,000 people. The Children's Program:-The Betty Ford Center Children's Program provides prevention and education services to children and families with addiction. Programs are located in California, Minnesota and Colorado. No child has ever been turned away because of lack of financial ability to pay, and over 90 percent attend on scholarships. In 2019, 1,051 children and family members participated in the program. Web and Social Networks: -The corporate website, www.HazeldenBettyFord.org, continued to grow in 2019 with nearly 8 million sessions, an increase of 25% over 2018. "Thought for the Day" remained the most popular feature on the website, with an average of 13,000 visitors each day. "Thought for the Day" provides daily inspirational readings from one of six Hazelden Publishing meditation books.-Over 3 million individuals from across the world visited the website seeking information on a variety of addiction-related topics, including treatment, recovery, education, public advocacy and products in our online bookstore. Seventy-five percent of all visits to the hazeldenbettyford.org website were from mobile or tablet devices. Only 25% of sessions were from a desktop or laptop computer.-The Hazelden Betty Ford Foundation's online social community-TheDailyPledge.org-features discussion boards, chatrooms, blogs and online meetings accessible at no cost to anyone anywhere in the world. The Daily Pledge continued to offer a supportive home on the web for people in or seeking recovery, as well as a growing number of family members of those in or seeking recovery. In 2019, nearly 12,000 users visited the community and the number of registered members climbed over 10,000. Members made 8,500 daily pledges of sobriety and attended more than 250 scheduled recovery meetings.-Hazelden Betty Ford Foundation's Facebook, Twitter, Instagram, YouTube, LinkedIn and other social media accounts, which have more than 97,000 followers, along with its award-winning mobile apps, offered additional access to recovery resources, providing daily inspiration, information and fellowship.Resource Center:-In 2019, Hazelden Betty Ford's Resource Center received 185,192 calls from people seeking information, assistance and products related to substance use and addiction. Hazelden Betty Ford Library:-In addition to its core mission of fulfilling the informational needs of Hazelden Betty Ford Foundation staff and students, our Addiction Research Library-accessible at www.hazeldenbettyford.org/education/bcr/addiction-research-library serves the public by:-Working daily with information sharing and advocacy efforts in the regional Minitex, national Docline, and international SALIS (Substance Abuse Librarians and Information Specialists) networks.-Facilitating on our website the preservation and access of archived versions of the ETOH and CORK addiction-related journal databases, free to all internet users and available nowhere else online.-Providing scholarships, via the A.A. Heckman Endowed Fellowship Fund, to help individuals study the addiction-related archives housed on our campus in Center City, Minnesota. 156185236 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 1 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 895 0 1 1827 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X James Blaha VP Chief Financial & Administrative Officer 6512134006 15251 Pleasant Valley Road Center City MN 55012 Lester Munson Chair 5.00 0.00 X X 0 0 0 Susan Engeleiter Vice Chair 2.00 0.00 X X 0 0 0 A John Huss Jr Member - served part year 1.00 0.00 X 0 0 0 Ann Highet Member 1.00 0.00 X 0 0 0 Bill Parker Member 1.00 0.00 X 0 0 0 Cameron Strang Member 1.00 0.00 X 0 0 0 Catherine Lane Weyerhaeuser Member - served part year 1.00 0.00 X 0 0 0 Cini Gannon Robb Member 1.00 0.00 X 0 0 0 Eric Lund Member - served part year 1.00 0.00 X 0 0 0 G Aubrey Serfling Member - served part year 1.00 0.00 X 0 0 0 Gloria Perez Member 1.00 0.00 X 0 0 0 James R Greenbaum Member 1.00 0.00 X 0 0 0 John K Butler Member - served part year 1.00 0.00 X 0 0 0 John Power Sr Member 1.00 0.00 X 0 0 0 Kathryn Helgass Burgum Member 1.00 0.00 X 0 0 0 Mary Farnham Whitney Member - served part year 1.00 0.00 X 0 0 0 Mary Turner Pattiz Member 1.00 0.00 X 0 0 0 MaryPat Woodard Member 1.00 0.00 X 0 0 0 Quinton Studer Member 1.00 0.00 X 0 0 0 Robert Reifschneider Member 1.00 0.00 X 0 0 0 Ruth Barker Member 1.00 0.00 X 0 0 0 Susan Ford Bales Member 1.00 0.00 X 0 0 0 Thomas Bradley Member 1.00 0.00 X 0 0 0 William Cirone Member 1.00 0.00 X 0 0 0 Mark Mishek President and CEO 50.00 10.00 X X 850961 0 113743 James Blaha Treasurer, VP CFO and CAO 50.00 10.00 X 475775 0 69611 Jennifer Lohse Secretary, VP General Counsel 50.00 10.00 X 285526 0 53674 Dr Marvin Seppala Chief Medical Officer 50.00 0.00 X 638877 0 69083 Nicholas Motu VP & Chief External Affairs 50.00 0.00 X 388360 0 64113 Valerie Slaymaker VP Education and Research 50.00 0.00 X 298474 0 39885 Debra Bauman VP Tech Services & CIO 50.00 0.00 X 296251 0 31875 Melissa Fors VP Marketing Strategy 50.00 0.00 X 343709 0 30690 Dawne Carlson VP Human Resources 50.00 0.00 X 282742 0 40312 John Driscoll Sr. VP Recovery Services 50.00 0.00 X 420674 0 69897 Robert Poznanovich VP Business Development 50.00 0.00 X 383268 0 56556 Joseph Jaksha VP Publisher 50.00 0.00 X 278540 0 46441 Moira McGinley VP Development and CDO 50.00 0.00 X 242214 0 32344 Dr Joseph Lee Medical Director Youth Continuum 45.00 0.00 X 406028 0 44219 Dr Katarzyna Litak Psychiatrist 45.00 0.00 X 281018 0 43816 Jerry Moe Exec. Dir. Nat'l Children's Program 45.00 0.00 X 315428 0 43867 Mark Baumgartner Exec. Dir. Betty Ford Center 40.00 0.00 X 266575 0 41081 Kristen Schmidt Psychiatrist 40.00 0.00 X 266040 0 15713 William Moyers former key employee VP Public Affairs & Comm Relations 40.00 0.00 X 270013 0 57254 Mark Sheets former key employee Exec. Dir. 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By informing public audiences and key stakeholders about important issues, Hazelden Betty Ford Foundation seeks to diminish public stigma related to addiction and improve the formulation of policy at its earliest stages. The Foundation also supports each Hazelden Betty Ford Foundation facility, its employees and other interested stakeholders by responding to requests and providing information on relevant federal, state and local legislation. Hazelden Betty Ford Foundation's advocacy leaders discussed the Foundation's policy ideas and recommendations with Members of Congress, the Administration and their staff on multiple occasions throughout the year-in person, via formal letters and official comments, and via less formal emails and phone calls. For example, one brief trip to Washington in July 2019 included visits to 17 Congressional offices and discussions on a range of topics, including modernization of 42 CFR Part 2, the law governing the use of addiction treatment medical records; other industry reforms supporting quality, ethics and integration with mainstream medical services; parity enforcement; addiction treatment workforce development; cannabis policy; and opioid crisis solutions. Formal correspondence included official comments submitted in response to proposed federal rule changes related to 42 CFR Part 2; letters of support for legislation like the Rural Health Workforce Act; and a letter to the U.S. House Energy and Commerce Committee in response to requests for addiction treatment industry reform recommendations. The national director for Hazelden Betty Ford Foundation's Children's Programs also spoke before the U.S. House Freshman Addiction Task Force. Hazelden Betty Ford Foundation hosted public events in Minnesota with the U.S. Surgeon General (May 8) and the Director of the White House Office of National Drug Control Policy (June 6), inviting a diverse collection of other community stakeholders to participate as well. In addition, the Foundation nominated its chief medical officer, Marvin D. Seppala, M.D., for a new "Interdepartmental Substance Use Disorders Coordinating Committee" that is still pending and consulted the Surgeon General's office on a new national cannabis advisory. In 2019, Hazelden Betty Ford Foundation continued contributions to the Partnership to Amend 42 CFR Part 2, a coalition that advocates for aligning conflicting federal laws related to the sharing of medical records to allow appropriate access to patient information that is essential for providing whole-person care. Membership in coalitions and associations such as the National Association of Addiction Treatment Providers allows Hazelden Betty Ford Foundation to join forces with others sharing similar concerns and interests. At the state level, Hazelden Betty Ford Foundation met and communicated with policymakers in California, Minnesota, New York, Washington and elsewhere-kicking off a state government relations strategy pursuant to both regulatory and legislative priorities. Hazelden Betty Ford's advocacy leaders sponsored or provided speakers for numerous events in 2019-including local school and community forums as well as national and state conventions-focused on opioids, cannabis, access to care, the reduction of stigma, the promotion of recovery, and other public education and policy areas. In addition, the Foundation distributed a weekly Advocacy Update email to a national list of subscribers, while also producing blogs and audio-video content, providing or securing media interviews to support its advocacy agenda, and generating thousands of social media impressions and unique website visitors. The Foundation regularly receives requests for information on addiction, treatment and recovery issues from policymakers, the media and the public. By serving as a reliable resource to many, the Foundation was able to influence policy and public attitudes in diverse ways. The firm Peck, Madigan & Jones was retained to assist Hazelden Betty Ford Foundation with federal lobbying efforts. Additionally, the firms Capitol Advisors and Fredrikson & Byron, P.A., were retained to help with lobbying efforts in California and Minnesota, respectively. Hazelden Betty Ford Foundation's advocacy mission is to provide a leading and trusted voice on emerging topics and public policy issues that dominate the national dialogue on addiction, and to facilitate conversation among those in recovery, those still suffering and society-at-large. The Foundation is and will remain committed to smashing stigma, shaping public policy and educating people everywhere about the problems of addiction and the promise of recovery. 793414 X X 0 28021818 2136509 4275729 1472024 32962032 31642133 107162 -2182857 1544620 28021818 30436060 108517 3052785 1488483 32108879 32305773 55134 2203419 4128266 30436060 23924016 10859094 -1049450 1427887 32305773 0.00000 1.00000 0.00000 0 0 11049395 11049395 193123954 85248776 107875178 3287571 1369720 1917851 120617334 93291188 27326146 16467013 8481463 7985550 156154120 2615408 F PIMCO Stockplus Limited Partner 18131375 F AT MLP Fund, LLC 7054879 F Rimrock High Income Value Fund 7016789 F Silchester International 17674779 F Fir Tree International Value Fund 125149 F Lighthouse Global 8079041 F Energy Capital 95493 F Wellington Trust Company 4864883 F Renaissance RIDGE 7953974 F IPM Systematic Macro Fund 2489356 F Hudson Bay International 5026275 F Emso Saguaro LTD 6077090 F Transtrend Diversified Fund 2772852 F 89977343 Intercompany Receivables 124554288 Film and Video Costs, net 100737 CSV Life Insurance 264474 Collections 793414 Split Interest Agreements 1401966 Operating Lease Right to Use 6238026 Curriculum Costs, Net 698598 134051503 Asset Retirement Obligation 334862 Intercompany Payables 87498540 Capitalized Finance Costs -589856 Long Term-Cerner Credit Agreement 540642 Operating Lease Liability 6338341 94122529 X Part III, Line 4: Hazelden Betty Ford Foundation maintains a collection of historically significant books and archives on recovery and addiction which can be used for research as well as being on public display. Part V, Line 4: Earnings from the endowment funds are used for the purposes as specified by donor restrictions, including patient aid, operations, research, student aid, prevention programs and special projects. Part X, Line 2: In accounting for uncertain tax positions, the Foundation recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merit of the position. Examples of tax positions include the tax-exempt status of the Foundation and various tax positions related to potential sources of unrelated business taxable income. The Foundation had no uncertain tax positions as of December 31, 2019 and 2018. Part V, line 1a The 2018 beginning of year balance was updated to correct the endowment balance due to the merger with Betty Ford Center in 2014. Central America and the Caribbean 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 5156 East Asia and the Pacific 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 28902 Europe 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 34293 Middle East and North Africa 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 11623 North America 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 2777 Russia & Neighboring States 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. South America 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 20244 South Asia 0 0 Program Services Education and preventive instruction is provided to high school students, parents and educators. 7712 Sub-Saharan Africa 0 0 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 1613 Central America and Caribbean 0 0 Investments 28688551 0 0 0 0 0 0 110707 28690164 28800871 1 0 1 1 0 0 Part III Accounting Method: Part IV, Line 3 Hazelden Betty Ford Foundation reviews its direct and indirect investments during the tax period for determining required foreign filings. Hazelden Betty Ford Foundation's ownership interests in foreign corporations do not require a Form 5471 to be filed. Part IV, Line 4 Hazelden Betty Ford Foundation invests in partnerships that hold direct or indirect interests in passive foreign investment companies (PFIC) and also invests in PFIC's directly. The investment partnerships have properly filed Form 8621, or the underlying investments did not generate any unrelated business income. Under these facts, Hazelden Betty Ford Foundation is not required to file any additional Form 8621. Recovery Cup - Golf Event 175256 54851 120405 18561 10145 47209 Kelly Clark Spirit Awards 92893 81583 11310 8550 23851 1161 33003 268149 136434 131715 27111 33996 1161 80212 142480 -10765 1 1 X 0 1 X 0 1 1 0 1 0 6202370 6202370 0.03110 6202370 6202370 0.03110 3772585 983152 2789433 0.01400 1058495 0 1058495 0.00530 1260973 336957 924016 0.00460 6092053 1320109 4771944 0.02390 12294423 1320109 10974314 0.05500 1 5874327 0 0 1 1 1 1 Betty Ford Center 39000 Bob Hope Drive Rancho Mirage CA 92270 see supplemental info for website 106330120 X Betty Ford Center 1 0 0 1 X X X X X X X X X 18 1 0 0 1 X See Part V, Page 8 X 1 18 1 See Part V, Page 8 0 1 X 400.000000000000 X X 1 1 X X X 1 X https://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage X https://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage X https://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage X X X X X 1 X 0 X X X X 1 X 0 0 Part V, Section A: https://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage Betty Ford Center Part V, Section B, Line 5: In June of 2018, the organization consulted with over six stakeholders, staff, physicians and other members of management. Betty Ford Center Part V, Section B, Line 11: Since Betty Ford Center provides substance use treatment and provision of mental health services and is not a general hospital providing primary care or preventative care, the health needs identified through this CHNA are more focused on behavioral health than in most hospitals' CHNAs.This is not to suggest that other health needs in the community do not exist; especially prevalent issues include the following: disability, major disease, obesity, prevention of sexually transmitted diseases/infection and sleep deprivation.As a drug and alcohol rehabilitation facility, Betty Ford Center's mission and purpose is focused around substance abuse treatment, not general physical health. Thus, there is a relative lack of expertise to address needs like arthritis, obesity, and STDs. Other organizations in the region-such as the three hospitals in the community, the federally-qualified health centers (FQHCs), etc.-are much better suited to tackle these issues, and many have strong existing programs designed to address these needs.Instead, Betty Ford Center will focus considerable resources and expertise on the local needs relating to behavioral health; specifically:access to care for low-income and/or uninsured, mental health care and substance abuse treatment.The identified need of access to care will be met through three strategies:-Financial assistance for the uninsured, under-insured, and/or low-income community -In 2019, $5.4M in financial assistance was awarded to 1,697 patients an increase of $2M and 661 patients from 2018.-Contribute to local efforts to "grow our own" behavioral health workforce locally, thereby increasing the number of providers available -In 2019, staff members met with OneFuture Coachella Valley representatives and connected them with the Hazelden Betty Ford Foundation Children's Program. The Director of Operations for the Children's Program attended meetings with OneFuture Coachella Valley to discuss ways to improve resources and services in the community. -Make Betty Ford Center more physically accessible to people with mobility issues. -In 2019, ADA adjustments were made to the bathrooms, wardrobes and doors and a lift was added to the pool.The identified need of mental health care will be met through four strategies:-Provide Betty Ford Center patients with a multi-disciplinary treatment team that is competent with both substance use and mental health treatment -In 2019, Model of Care training and Motivational Interviewing training was provided to staff. On-call coverage was provided for mental health with psychiatry when needed on the weekends and one psychologist was on site and available on Sundays for mental health issues.-Hire new staff that will enhance Betty Ford Center's mental health competencies -In 2019, both a psychologist and mental health provider were hired.-Contribute to local efforts to "grow our own" behavioral health workforce locally, thereby increasing the number of providers available -In 2019, discussions were had about utilitizing a portion of the Gerald Ford training fund to offer additional staff training.-Provide education and outreach efforts to the community about the relationship between substance use and mental health. -In 2019, staff met with a psychology professor and staff from the College of the Desert and held a joint community forum on Addiction and Recovery. Topics that were discussed included stigma, children and families, recovery and co-occurring disorders, and treatment and recovery. The Betty Ford Center participated in the the Pride Event in Palm Springs with a booth providing information about the services that we provide.The identified need of substance use treatment will be met through two strategies:-Provide education and outreach regarding substance use -In 2019, the Betty Ford Center partnered with the Finding Freedom Symposium in Palm Springs. The symposium was about bringing forward relevant information for best practices in supporting the LBGTQ community with co-occurring disorders. The Betty Ford Center has a staff member representing the organization at the 2019-2020 Leadership Coachella Valley program. The program encourages community involvement by providing knowledge and perspective on valley-wide needs and concerns.-Use the expertise and specialized knowledge at the Betty Ford Center to train professionals in substance use treatment. -In 2019, efforts were started with the Eisenhower Medical Center to bring back the Awareness Hour in 2020. The Awareness Hour is a Saturday morning speaker series. Betty Ford Center Part V, Section B, Line 13h: Factors other than the Federal Poverty Guidelines that are used by Hazelden Betty Ford Foundation for determining eligibility for financial assistance include proof of household income, evaluation of assets, number of dependents living in the household, debt associated with major assets to determine net worth, major monthly debt payments to calculate debt to income ratio, and trust documents, if any. Part V, Section B, Line 7a www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage Part V, Section B, Line 10a www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage Part V, Section B, Line 22b The maximum amount that can be charged for FAP-eligible individuals for medically necessary care was calculated using the look-back method with private health insurers only as Hazelden Betty Ford Foundation does not receive Medicare or Medicaid funding. 14 1 - Hazelden Betty Ford in Center City 15251 Pleasant Valley Road Center City MN 55012 Inpatient addiction treatment center for adults 2 - Hazelden Betty Ford in Plymouth 11505 36th Avenue North Plymouth MN 55441 Inpatient/outpatient addiction treatment center for adolescents/young adults 3 - Hazelden Betty Ford in Newberg 1901 Esther Street Newberg OR 97132 Inpatient addiction treatment center for adults 4 - Hazelden Betty Ford in St Paul 680 Stewart Avenue St Paul MN 55102 Outpatient addiction treatment center for adults & recovery housing 5 - Hazelden Betty Ford in Naples 950 6th Ave N Suite 101 Naples FL 34102 In/outpatient addiction treatment center for adults & recovery housing 6 - Hazelden Chicago 867 North Dearborn Street Chicago IL 60610 Outpatient addiction treatment center for adults, adolescents & young adults 7 - Hazelden New York in Chelsea 322 8th Ave Fl 1200 New York NY 10001 Outpatient addiction treatment center for adults 8 - Hazelden Betty Ford in Maple Grove 7001 E Fish Lake Road Suite 120 Maple Grove MN 55311 Outpatient addiction treatment center for adults 9 - Hazelden New York at Tribeca Twelve 283 West Broadway New York NY 10013 Outpatient addiction treatment center for adults & recovery housing 10 - Hazelden Betty Ford in Chaska 1107 Hazeltine Blvd Ste 300 Chaska MN 55318 Outpatient addiction treatment center for adults, adolescents & young adults 11 - Hazelden Betty Ford in Beaverton 6600 SW 105th Ave Suite 120 Beaverton OR 97008 Outpatient addiction treatment center for adults 12 - Betty Ford Center in Los Angeles 10700 Santa Monica Blvd Suite 310 Los Angeles CA 90025 Outpatient addiction treatment center for adults 13 - Betty Ford Center in San Diego 11720 El Camino Real Suite 200 San Diego CA 92130 Outpatient addiction treatment center for adults 14 - Hazelden Betty Ford in Bellevue 1231 116th Ave Ste 410 Bellevue WA 98004 Outpatient addiction treatment center for adults Part I, Line 3c: Factors other than the Federal Poverty Guidelines that are used by Hazelden Betty Ford Foundation for determining eligibility for financial assistance include proof of household income, evaluation of assets, number of dependents living in the household, debt associated with major assets to determine net worth, major monthly debt payments to calculate debt to income ratio, and trust documents, if any. Part I, Ln 7 Col(f): The amount of bad debt expense removed from total expenses to determine the percentage was $5,874,327. Part III, Line 2: The bad debt expense is calculated as 75% of the accounts receivable over 90 days. Part III, Line 4: The Foundation determines the transaction price based on standard charges for goods and services provided, reduced by contractual adjustments provided to third party payers and discounts and/or implicit price concessions provided to patients in accordance with the Foundation's policy. Generally, patients who are covered by third-party payers are responsible for related deductibles and co-insurance, which vary in amount. The Foundation also provides services to uninsured patients, and generally offers those uninsured patients a discount from standard charges. The Foundation estimates the transaction price for patients with deductibles and co-insurance and from those who are uninsured based on historical experience and current market conditions. The Foundation determines its estimated contractual adjustments and discounts based on contractual agreements. Subsequent changes to the Foundation's estimate of the transaction price are recorded as adjustments to patient service revenue in the period of change. Subsequent changes that are determined to be the result of credit and collection issues not assessed at the date of service are recognized as bad debt expense. Part III, Line 9b: The Betty Ford Center will not engage in extraordinary collection actions before it makes a reasonable effort to determine whether a patient is eligible for financial assistance under the financial aid policy. Actions that may be taken against a patient for nonpayment include utilizing a collection agency for debts older than 120 days. If a collection agency identifies a patient as meeting the Betty Ford Center's financial assistance eligibility criteria, the patient's account may be considered for patient aid. Collection activity will be suspended on these accounts and the Betty Ford Center will review the financial assistance application. If the entire account is adjusted, the account will be returned to the Betty Ford Center. If a partial adjustment occurs, the patient fails to cooperate with the financial assistance process, or if the patient is not eligible for patient aid, collection activity will resume. Part VI, Line 2: A community health needs assessment was completed for Betty Ford Center in 2018 which allows the organization to understand the needs of the community. Part VI, Line 3: Hazelden Betty Ford Foundation includes notices regarding the availability of patient aid on its website, and in marketing and program-related materials, and in locations where there is a high volume of admission and or registration related activity. Part VI, Line 4: Betty Ford Center's "community" is defined as the Coachella Valley, where the Betty Ford Center is located. The Coachella Valley is a unique community, geographically isolated by mountain ranges so that it almost functions as an island. Approximately 414,000 people live in this part of Eastern Riverside County in Inland Southern California.The Coachella Valley as the community was determined by the senior leadership of the Betty Ford Center. It includes all residents in a defined geographic area surrounding the hospital and does not exclude low-income or underserved populations. The decision was based on geography and patient origin; approximately 19% of patients in 2017 live in the Coachella Valley (more than 400 patients). Specifically, the three most common hometowns of patients include Rancho Mirage (122 patients), Palm Desert (78 patients), and Indio (60 patients), all of which are within the Coachella Valley.About a quarter of residents (24.4%) are minors and another third (31.4%) can be considered seniors (ages 55 and older). In fact, 5.3% of the Coachella Valley is age 80 and over (more than 21,500 people).The percent of adults that are seniors is significantly higher in the Coachella Valley than in California as a whole. Specifically, 32% of California adults are age 55 and older, while in the Coachella Valley, approximately 42% of adults are age 55 and older.Approximately 11.9% of Coachella Valley adults identify as lesbian, gay, bisexual, or other sexual orientation. This is significantly higher than the rate in the state of California as a whole, where only 6.7% identify as lesbian, gay, bisexual or other sexual orientation. Thus, Betty Ford Center must have strong competencies in LGBT-specific care and be able to provide culturally competent care to this population.The majority of the Coachella Valley speaks either English (54.4%) or Spanish (41.0%) at home, and thus, Betty Ford Center must provide culturally competent care in Spanish if they are to truly meet the needs of their population. Less than 5% of the population speaks a language other than English or Spanish, and thus, those languages are less necessary to meeting the needs of this community.Local children are more likely to be Hispanic than local adults. This illustrates the unique nature of the Coachella Valley, which includes many white retirees who relocated to the area as well as local Hispanic families with children.About 38.9% of local adults (ages 18+) have a high school degree or less. This indicates that more than 60,000 local adults lack a high school degree. Thus, Betty Ford Center must be sure to provide materials to individuals with low literacy levels in order to serve this segment of the population. About a quarter of locals live in a household with an annual income under $20,000.Poverty was calculated using the number of people living in the home and the household income level. More than a quarter of local adults live below the federal poverty level (FPL), as do more than a third of local children.Thus, Betty Ford Center must continue to offer significant financial aid if they are to meet the needs of this substantial low-income community.Financial aid is especially important for uninsured adults, who are unable to bill their insurance for services. Approximately 13.9% of working age adults in the Coachella Valley remain uninsured. Virtually all seniors have health insurance due to Medicare. 1 Scholarships for Graduate School of Addiction Studies 129 390355 Scholarships for Professionals in Residence Training (PIR) 81 120690 Scholarships for Summer Institute for Medical Students (SIMS) 170 547450 Educational assistance for local high school students 6 5200 Part I, Line 2: Hazelden Betty Ford Foundation provides the assistance as part of its program services activity. All scholarships are provided to individuals and monitored through the Graduate School of Addiction Studies, the Professionals in Residence and Medical Education training programs and the Community Relations department to ensure the monies are used for the purpose intended. The tuition paid for those programs and the funds given to assist with the tuition is tracked by each individual. X X X X 1 1 0 0 0 0 0 0 0 Mark Mishek President and CEO 660517 0 185267 0 5177 0 85384 0 28359 0 964704 0 0 0 James Blaha Treasurer, VP CFO and CAO 370909 0 102464 0 2402 0 41800 0 27811 0 545386 0 0 0 Jennifer Lohse Secretary, VP General Counsel 223097 0 62206 0 223 0 16800 0 36874 0 339200 0 0 0 Dr Marvin Seppala Chief Medical Officer 502053 0 133515 0 3309 0 41800 0 27283 0 707960 0 0 0 Nicholas Motu VP & Chief External Affairs 298993 0 87431 0 1936 0 27899 0 36214 0 452473 0 0 0 Valerie Slaymaker VP Education and Research 232127 0 65853 0 494 0 25872 0 14013 0 338359 0 0 0 Debra Bauman VP Tech Services & CIO 226758 0 67966 0 1527 0 16800 0 15075 0 328126 0 0 0 Melissa Fors VP Marketing Strategy 263771 0 79544 0 394 0 16800 0 13890 0 374399 0 0 0 Dawne Carlson VP Human Resources 220460 0 61348 0 934 0 16800 0 23512 0 323054 0 0 0 John Driscoll Sr. VP Recovery Services 333894 0 86292 0 488 0 35800 0 34097 0 490571 0 0 0 Robert Poznanovich VP Business Development 296579 0 84807 0 1882 0 35244 0 21312 0 439824 0 0 0 Joseph Jaksha VP Publisher 215802 0 62255 0 483 0 16800 0 29641 0 324981 0 0 0 Moira McGinley VP Development and CDO 218602 0 23298 0 314 0 4737 0 27607 0 274558 0 0 0 Dr Joseph Lee Medical Director Youth Continuum 405638 0 0 0 390 0 35800 0 8419 0 450247 0 0 0 Dr Katarzyna Litak Psychiatrist 280348 0 0 0 670 0 16800 0 27016 0 324834 0 0 0 Jerry Moe Exec. Dir. Nat'l Children's Program 270002 0 43631 0 1795 0 16800 0 27067 0 359295 0 0 0 Mark Baumgartner Exec. Dir. Betty Ford Center 233568 0 21686 0 11321 0 12998 0 28083 0 307656 0 0 0 Kristen Schmidt Psychiatrist 225372 0 31201 0 9467 0 8053 0 7660 0 281753 0 0 0 William Moyers former key employee VP Public Affairs & Comm Relations 232638 0 35887 0 1488 0 23821 0 33433 0 327267 0 0 0 Mark Sheets former key employee Exec. Dir. Youth Continuum 198852 0 23739 0 1300 0 21694 0 34383 0 279968 0 0 0 Part I, Lines 4a-b Mark Baumgartner, Executive Director Betty Ford Center received a separation payment of $120,179. Mark Mishek, President and CEO, participated in a nonqualified retirement plan in the amount of $49,584. A City of Center City MN 416005039 151452BM0 2014-07-23 41439310 Expansion and improvements at St. Paul and Center City locations 0 0 0 B City of Center City MN 416005039 151452CD9 2019-08-05 18103654 Refund bonds issued 11/14/2011 0 0 0 A 3870000 41441547 434310 18702237 22305000 2015 1 0 1 1 B 40000 18103654 250561 17853093 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 A 1 B 1 Schedule K Supplental Information Bond A - Interest income of $2,237 is included in Part II, Line 3 Recovery Partners PC 100% owned by a key employee of Hazelden Betty Ford Foundation 3775500 Reimbursable professional fees 0 X 22 435842 Gross selling price 0 0 1 1 Part I, Column (b): Column B is reported based on the number of contributions received. Part I, Line 32b: Hazelden Betty Ford Foundation maintains a cash securities account with a brokerage firm for the sale of stocks and/or other securities received as charitable contributions. The stocks/securities are sent to the brokerage firm and are sold at fair market value with the gross proceeds deposited into Hazelden Betty Ford Foundation's cash account. Form 990, Part VI, Section A, line 1 The Executive committee of the Board of Trustees has the authority to act on behalf of the Board between the Board's regular meetings, subject to the limitations of power listed below. The Executive committee consists of the Chair of the Board, the immediate past Chair, if still a member of the Board, Vice Chairs of the Board, President (ex-officio non-voting), Secretary, Treasurer, and the Chair of each standing committee. Limitations of Powers: The Executive committee does not have the power to elect a trustee, to alter fundamental policies approved by the Board, to make appropriations which are not in accordance with the general policies approved by the Board, to modify, revoke or renew any contract previously entered into by the Board or to change the person or persons specifically designated by the Board to enter into or execute on behalf of the organization a particular contract, obligation, agreement or writing authorized by action of the Board of Trustees. Form 990, Part VI, Section B, line 11b Hazelden Betty Ford Foundation sent its Form 990, with Schedule B suppressed, via email to Board members for review and questions prior to filing. It was also reviewed by the CFO prior to filing. Form 990, Part VI, Section B, line 12c Hazelden Betty Ford Foundation requires an annual disclosure of any potential conflict of interest by Board Members, officers and key employees. If a Board Member discloses a potential conflict, that person then excuses him or herself from voting on that particular issue. All new Board Members are provided conflict of interest education and periodic training throughout their term. All Board Members sign an annual conflict of interest disclosure form. Form 990, Part VI, Section B, line 15 Hazelden Betty Ford Foundation has an established process for determining the compensation of the President and CEO, other officers and key employees. The Hazelden Betty Ford Foundation by-laws delegate responsibility for determining compensation for the President and CEO, other officers and key employees to the Executive Committee of the Board of Trustees. The Executive Committee develops, reviews, and modifies, as necessary, the compensation philosophy for Hazelden Betty Ford Foundation. Hazelden Betty Ford Foundation has the following processes in place: 1. Each year the Board Members complete a conflict of interest disclosure. The documents are reviewed by Hazelden Betty Ford Foundation's General Counsel and if a Board Member has a conflict of interest they are not involved in any compensation decisions. 2. The Executive Committee engages the use of an outside independent compensation consultant to identify comparable market data for comparable positions for the President and CEO and other disqualified individuals consistent with the approved compensation philosophy. Generally, the market analysis includes competitive data from published survey sources, supplemented with compensation data from custom 990 analyses. Where possible, competitive data are pulled from similarly sized organizations. The compensation consultant analyzes the pay packages of the President and CEO and other disqualified individuals by reviewing base salary, total cash compensation (salary plus annual incentive at both target and actual levels) and total direct compensation (salary plus annual and long-term incentive). In addition, every two to three years the Executive Committee reviews the total compensation package of the President and CEO and other disqualified individuals. The total compensation package includes total direct compensation plus severance, employee benefits, perquisites and any other pay. 3. Comparable market data are reviewed and discussed by the Executive Committee and minutes record those discussions and any resulting compensation decisions. A compensation review for the President and CEO was most recently done in August 2019. The compensation review for other officers and key employees was completed in August 2019. Form 990, Part VI, Section C, line 19 Hazelden Betty Ford Foundation makes its annual report available to the public via its website at www.hazeldenbettyford.org. The governing documents and conflict of interest policy are not available for public inspection. Form 990, Part XI, line 9: Net assets released - intercompany transactions -33,709. Rounding -2. Refinance 2011 bond expenses -434,997. Trademark infringement case settlement 250,000. 2018 MNCare tax adjustment -16,225. Hazelden Chicago PO Box 11 Center City MN 55012 364099403 Addiction recovery services, including outpatient, sober residence IL 501 (c)3 3 Hazelden Betty Ford Foundation 1 Hazelden New York PO Box 11 Center City MN 55012 133673215 Addiction recovery services, including outpatient, sober residence NY 501 (c)3 10 Hazelden Betty Ford Foundation 1 Charitable Remainder Trust Charitable Remainder Trust CA N/A T 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 Hazelden Chicago Q 1154531 Fair market value Hazelden New York Q 1714339 Fair market value