2018-08-10T11:35:43-05:00 2017-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Suite 1300 Minneapolis MN 554027033 990 2017-01-01 410682405 Hazelden Betty Ford Foundation HAZE 6512134006 PO Box 11 Center City MN 55012 James Blaha VP CFO & CAO 6512134006 2018-08-10 1 Kim Hunwardsen CPA P00484560 6122536500 2018-08-09 2017 2022-09-23 18:48:47Z Mark Mishek PO Box 11 Center City MN 55012 244361247 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. 25 24 1856 679 -191654 -193830 11517573 9793921 162523390 168572556 5609358 3222357 2514322 2358490 182164643 183947324 1119791 914366 0 0 109046151 110997995 0 0 3497829 79788372 79715791 189954314 191628152 -7789671 -7680828 475419595 487490830 151836161 160037720 323583434 327453110 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. This is accomplished through a commitment to treatment, publishing, higher education, research, public education and advocacy, and shared learning with other organizations. 0 0 129588662 144679892 Addiction Treatment for Adults, Youth and Families The goal of addiction treatment at Hazelden Betty Ford Foundation is lifelong recovery for each patient. Hazelden Betty Ford Foundation approaches treatment for addiction and co-occurring mental health disorders in a holistic way. Its treatment incorporates integrated clinical disciplines with individualized planning and care. Interdisciplinary care teams consist of addiction counselors, psychologists and psychiatrists, physicians and nurses, family specialists, spiritual care professionals, nutritionists and wellness specialists. In addition to addiction treatment, Hazelden Betty Ford Foundation provides assessment and evaluation services, intervention services, structured sober living, 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. Through its family, parent, sibling and children's programs, loved ones receive education, guidance and support to achieve a healthier way of life. Its sites are located in Center City, Chaska, Maple Grove, Plymouth and St. Paul, Minnesota; Chicago, Illinois; Naples, Florida; New York, New York (in the Tribeca and Chelsea neighborhoods); Newton, Massachusetts; Beaverton and Springbrook, Oregon; and the Betty Ford Center in Rancho Mirage, Los Angeles and San Diego, California; Dallas, Texas; and Denver, Colorado. In 2017, the following number of people directly benefited from Hazelden Betty Ford Foundation addiction treatment and recovery programs: Primary Treatment Adult 4,507 Mental Health Adult 2,611 Day Treatment Adult 2,596 Family Program Adult 2,016Outpatient Treatment Adult 1,485 Intensive Outpatient Adult 1,371Children's Program 888 Family Program Youth 764Primary Treatment Youth 728Renewal Center and Lodge 634 Mental Health Youth 537Recovery Housing 431 Day Treatment Youth 309Intensive Outpatient Youth 139 Intermediate Care Services 81 Outpatient Treatment Youth 49 DUII Diversion Program Oregon 34 TOTAL PATIENTS SERVED 19,180 Additionally, financial assistance is available as measured as gross charges foregone, and in 2017, nearly $10,000,000 was provided to 5,139 qualifying patients and family members. 17193856 20707265 Publication of Educational Materials Hazelden Publishing develops and distributes resources to help people recognize, understand and overcome addiction and co-occurring mental health disorders and other closely related problems. As the leading publisher of evidence-based curricula and other materials for professionals who work to prevent and treat addiction, the proven-effective resources of Hazelden Betty Ford Foundation are implemented in a variety of settings, including schools, other addiction treatment programs, correctional programs, government and military agencies, and mental health and counseling agencies. The publications, particularly its signature daily meditation books, are known the world over for helping people learn to apply recovery principles and practices to daily life. Daily meditation books and other Hazelden Publishing materials provide much-needed inspiration, encouragement, guidance and support for lifelong recovery from the disease of addiction. In 2017, through its BookAid program, the Hazelden Publishing sent 1,900 packages of approximately 5,700 products 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 is in excess of $91,000 and cost roughtly $7,000 to ship. 5880409 914366 6022999 Higher Education and Medical & Professional TrainingHazelden Betty Ford Graduate School of Addiction Studies The Hazelden Betty Ford Graduate School of Addiction Studies, accredited by the Higher Learning Commission, educates future leaders in addiction counseling to provide evidence-based integrated care for substance use and co-occurring disorders. The graduate school's innovative and comprehensive programs integrate direct clinical practice with academic training to build professional competency in the field of addiction counseling. In 2017, the school awarded nine Master of Arts degrees in Addiction Counseling, 29 Master of Arts degrees in Addiction Counseling: Advanced Practice and 17 Master of Arts degrees in Addiction Studies: Integrated Recovery for Co-Occurring Disorders.Scholarship grants are provided to qualified participants of both the Graduate School (167 students received grants or scholarships) and medical and professional education programs (157 scholarships given). 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 week long rotation on addiction for family medicine residents is available in Minnesota and California. A one-year accredited Addiction Medicine Fellowship is available at the Betty Ford Center in California. A Course on Addiction and Recovery Education (CARE) is available worldwide. The Minnesota and California sites also offer customized programming for larger groups. In 2017, the Minnesota and California programs welcomed a total of 1,522 participants. Community Care and Community Benefit: In meeting Hazelden Betty Ford Foundation's commitment to our mission and the underlying charitable purpose of our organization, we invest our time, financial resources and energy to help people and communities understand and address addiction as a treatable chronic disease, and spread the word that recovery is possible. "Be of service" is an integral core value which we demonstrate in a variety of ways. Hazelden Betty Ford Foundation provides treatment services to individuals and families who seek and qualify for care but are unable to pay the full cost. The patient aid policy provides that Hazelden Betty Ford Foundation will annually establish a target amount of patient financial assistance. In addition to its annual provision for charity care, Hazelden Betty Ford Foundation provides a variety of other benefits for the public good including:Hazelden Betty Ford Graduate School of Addiction Studies: -The Hazelden Betty Ford Graduate School of Addiction Studies prepares future leaders in addiction counseling through our three available degrees: Master of Arts in Addiction Counseling, Master of Arts in Addiction Counseling: Advanced Practice and Master of Arts in Addiciton Studies: Integrated Recovery for Co-Occurring Disorders. The school emphasizes public engagement as a means of serving our constituent communities. In 2017, students provided more than 25,700 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 we provide continuing education to these Chisago County professionals at no cost. Fifty-five students graduated with master's degrees from the school in 2017. 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.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 2017, the BCR participated in the following activities: -As part of Hazelden Betty Ford Foundation's commitment to evidence-based practice, more than 50 data analysis projects were conducted to inform clinical care and academic programming, identify treatment needs, drive data-based decision-making, guide strategic planning and contribute to the field's knowledge of addiction treatment. -In 2017, the BCR completed recruitment for the ongoing study to explore outcomes for patients in the organization's Comprehensive Opioid Response with the Twelve Steps (COR-12) program. It also completed data collection activities for a pilot study organized by the National Association of Addiction Treatment Providers on treatment outcomes for providers across the country. Analysis and reporting for these studies is under way, and preliminary work with the data has yielded some interesting and exciting findings. A new study was also initiated in partnership with Soberlink to investigate the effects of using mobile breathalyzer devices in addition to participation in the Hazelden Betty Ford Foundation's Connection program (which offers ongoing recovery services following treatment for substance use disorders). -The BCR submitted a new scientific manuscript for publication in 2017; the paper outlined initial findings from the ongoing study of the organization's COR-12 program, which integrates the use of medication with Twelve Step Facilitation and other evidence-based addiction treatment practices. -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/bcr/addiction-research. Five new Research Updates were created in 2017, including: Substance Use Disorders among Legal Professionals, Applications of Positive Psychology to Substance Use Disorders, Prescription Rates of Opioid Analgesics in Medical Treatment Settings, Outcomes of Alcohol and Other Drug Dependencey Treament and Women and Alcohol.-In addition to the new Research Updates, the BRC published two white papers: "Adolescent Motivational Interviewing and "What does it really mean to be providing medication-assisted treatment for opioid addiction?" The first paper was a case study exploring the use of motivational interviewing with adolescent patients in treatment for substance use disorders. The second was a paper explaining medication-assisted treatment for opioid use disorders. Both papers are available online at www.hazeldenbettyford.org/education/bcr/addiction-research.Community Education and Relations: -We presented free public talks at the Hazelden Betty Ford Foundation's "Awareness Hour," an informative series held in Rancho Mirage, California, since 1976 on select Saturdays throughout the year; at our Minnesota Speaker Series held in St. Paul on select Tuesdays; at our Orgeon 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 wide array of spokespeople at many events throughout the country, with 108 different employees delivering 232 presentations in 26 states and two Canadian provinces. -We also provided education and support at our free, open-to-the-public Caring Families groups, facilitated once a month in St. Paul, Minnesota; once a month in Plymouth, Minnesota; and, as of December 2017, 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 85 tours for 377 individuals. At Hazelden Betty Ford Foundation's location in Rancho Mirage, California, staff scheduled and conducted more than 100 tours.-Volunteers at facilities in California, Illinois, Florida, Minnesota, New York, and Orgeon donated 15,338 hours, valued at more than $370,000.-Educational scholarships from 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.-Hazelden Betty Ford Foundation also continued its involvement with Partners for a Drug Fee Chisago County, in Minnesota, providing expertise, hosting meetings and allowing staff to serve on the organization's board. And, for the 23rd 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. Publishing: -Hazelden 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 193 new offerings in 2017, our publications continue to provide inspiration, guidance and encouragement to millions around the world every day. In 2017, Hazelden Publishing generated 37 new products, 54 new distributed products, 10 new services and trainings, 9 new e-books, 7 new translation rights, 77 specialty products, and 6 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.Children's Programs:-The Betty Ford Center Children's Program provides prevention and education services to children and families with addiction. Programs are located in California, Texas and Colorado. No child has ever been turned away because of lack of financial ability to pay, and over 90% attend on scholarships. In 2017, 1,653 children and family members participated in the program.-Staff of the Children's Program also participated in the Red Ribbon Campaign at numerous schools in California, Texas and Colorado. Early prevention education and recovery awareness events were held in communities and schools, along with training sessions for school administrators, principals, counselors and teachers to provide information, resources and tools regarding the family disease of addiction. The training session, called Tools for the Journey, is also open to therapists, counselors, non-profits and other organizations that work with children.Web and Social Networks:-The corporate website, www.HazeldenBettyFord.org, continued to grow in 2017. "Thought for the Day" remained the most popular feature on the website, with an average of 8,000 visitors each day. "Thought for the Day" provides daily inspirational readings from one of six Hazelden Publishing meditation books. -Over 2 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. -Hazelden Betty Ford Foundation's Social Community - an online network for people interested in recovery - features discussion boards, chatrooms, blogs and online meetings accessible to anyone from anywhere in the world. The community, which can be found at www.TheDailyPledge.org, added 3,525 members in 2017, its second year, and now has a total of 7,250. It attracts 25,000 visitors and more than 200,000 page views annually. More than 1,000 times every month, members take the time to post a personal pledge to remain committed to recovery for another day.-Hazelden Betty Ford Foundation's Facebook, Twitter, YouTube, LinkedIn and other social media accounts, which have over 78,000 followers, along with our online Alumni Network and award-winning mobile apps, offered additional access to recovery resources, providing daily inspiration, information and fellowship.Resource Center:-In 2017, Hazelden Betty Ford Foundation's Resource Center received a total of 88,942 calls and 1,473 online inquiries from people seeking information, assistance, and products related to addiction issues. 152662927 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 1 977 0 1 1856 1 1 1 1 CJ 0 0 0 1 1 0 0 0 0 X 25 24 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CT FL IL KS KY LA MD MA MI MS MN NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X James Blaha VP Chief Financial & Administrative Officer 6512134006 15251 Pleasant Valley Road Center City MN 55012 Susan Engeleiter Chair 5.00 0.00 X X 0 0 0 William Cirone Vice Chair 2.00 0.00 X X 0 0 0 A John Huss Jr Member 1.00 0.00 X 0 0 0 Bill Parker Member 1.00 0.00 X 0 0 0 Catherine Lane Weyerhaeuser Member 1.00 0.00 X 0 0 0 Cini Gannon Robb Member 1.00 0.00 X 0 0 0 Eric Lund Member 1.00 0.00 X 0 0 0 Andrew Jeon MD Member - served part year 1.00 0.00 X 0 0 0 Austin Olney Member - served part year 1.00 0.00 X 0 0 0 Frank Wilderson Jr PhD Memeber - served part year 1.00 0.00 X 0 0 0 G Aubrey Serfling Member 1.00 0.00 X 0 0 0 Gloria Perez Member 1.00 0.00 X 0 0 0 Harve Ferrill Member - served part year 1.00 0.00 X 0 0 0 Hon Susan Fox Gillis Member - served part year 1.00 0.00 X 0 0 0 James R Greenbaum Member 1.00 0.00 X 0 0 0 John K Butler Member 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 Lester Munson Member 1.00 0.00 X 0 0 0 Madeline M Redstone Member - served part year 1.00 0.00 X 0 0 0 Mary Farnham Whitney Member 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 Michael Sime 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 J Lammers Member 1.00 0.00 X 0 0 0 Mark Mishek President and CEO 50.00 10.00 X X 589217 0 67759 James Blaha Treasurer, VP CFO and CAO 50.00 10.00 X 320451 0 50817 Jennifer Lohse Secretary, VP General Counsel 50.00 10.00 X 197186 0 44605 Nicholas Motu VP & Chief External Affairs 50.00 0.00 X 287779 0 57861 Dr Marvin Seppala Chief Medical Officer 50.00 0.00 X 448039 0 50763 Valerie Slaymaker VP Education, Quality and Research 50.00 0.00 X 215388 0 42811 James Steinhagen VP Recovery Services West Coast 50.00 0.00 X 334507 0 22679 John Driscoll Sr. VP Recovery Services 50.00 0.00 X 320522 0 46299 Elizabeth Farver-Smith VP Philanthropy 50.00 0.00 X 225466 0 24748 Joseph Jaksha VP Publishing 50.00 0.00 X 229416 0 41233 Dr Joseph Lee Medical Director, Youth 45.00 0.00 X 322695 0 61736 Dr Marc Myer Medical Director 45.00 0.00 X 288277 0 40988 Robert Poznanovich VP Business Development 45.00 0.00 X 304189 0 35331 Dr Jeffery Young Medical Director 45.00 0.00 X 277824 0 37993 Jerry Moe Executive Director, Nat'l Children's Program 45.00 0.00 X 280998 0 36160 William Moyers-Former key employee VP, Public Affairs and Comm. Rel. 45.00 0.00 X 239484 0 49290 Mark Sheets-Former key employee Exec. Dir., Youth Continuum 45.00 0.00 X 212671 0 49719 Janice Vondrachek-Former key employ Exec. Dir., Hazelden Springbrook 45.00 0.00 X 235693 0 21907 5329802 0 782699 124 1 1 0 Sodexho Inc & Affiliates 4800 Paysphere Circle Chicago IL 60674 Food Service 2770234 Locumtenenscom 2655 Northwinds Parkway Alpharetta GA 30009 Professional Services 967468 Xerox Corporation 45 Glover Avenue Norwalk CT 06856 Duplication Services 747988 RR Donnelley 111 South Wacker Drive Chicago IL 60606 Warehouse Management 585120 Datalink Corporation PO Box 731069 Dallas TX 753731069 Computer Services 553391 27 678178 9115743 83342 9793921 Addiction Treatment 623990 142284796 142284796 Publishing 511130 20364468 20364468 Higher Education 611600 5923292 5923292 168572556 1326175 1326175 61991364 59988511 106671 2002853 -106671 1896182 1896182 31285 678178 318741 -287456 -287456 Corporate Support Fee 561000 2837600 2837600 Personal Property Rental 900002 22510 22510 Income from Partnership 900003 -214164 -214164 2645946 183947324 171410156 -191654 2934901 914366 914366 3600652 1481936 1907152 211564 82192843 67153135 13454731 1584977 4203434 3442419 693139 67876 14936963 11875691 2686239 375033 6064103 4833090 1121859 109154 334172 5354 328818 113393 113393 53509 53509 10000 10000 13191196 10456843 2330622 403731 2894441 2378206 380176 136059 4794234 2786205 1927886 80143 3735681 168125 3502729 64827 2155344 2155344 5404716 4411924 897928 94864 1967457 1394324 426003 147130 486464 402673 77022 6769 2696994 2028895 652117 15982 20286644 16273157 3894965 118522 Provision for bad debt 8798859 8798859 Cost of materials sold 3277241 3272310 4931 Patient food 2921217 2708230 212987 MNCare tax 1655069 1655069 4939160 4066772 791190 81198 191628152 152662927 35467396 3497829 2016494 6455264 6938818 8618806 25433775 25240369 2227578 1964353 774537 870059 338556255 159210497 198613934 179345758 72232727 80918607 66296946 70303896 12107012 12067168 88777774 101706550 475419595 487490830 29531544 24089669 1087923 690901 58881060 57735750 13877500 15993750 48458134 61527650 151836161 160037720 X 280350027 282409320 11612213 13190910 31621194 31852880 323583434 327453110 475419595 487490830 X -7680828 11568434 -17930 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 49542 1 150836 0 200378 0 Part II-B, Line 1: The ongoing effort to confront the growing opioid crisis, and the need to prioritize addiction treatment coverage in any health care reform, were the main areas of focus for the Hazelden Betty Ford Foundation Institute for Recovery Advocacy in 2017. By informing audiences and key stakeholders about important issues, the Institute's goal is to improve the formulation of policy at its earliest stage. The Institute 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. The Institute discussed its policy ideas and recommendations with Members of Congress and their staff on July 13, when a group of 10 Hazelden Betty Ford Foundation Board and staff members fanned out across Capitol Hill, visiting 30 offices. The Institute also was involved in several public forums that highlighted solutions to the opioid crisis and the underlying, more longstanding problem of addiction, as well as the need for robust access to care. It collaborated with others on most events, providing leadership, speakers and information as part of its focus on influencing public perception and awareness through education about addiction, treatment and recovery. The Institute, in partnership with the Association of Recovery in Higher Education, organized and hosted America's Opioid Crisis: A National Town Hall, a free public event held July 12 on the campus of George Washington University in Washington, D.C. More than 800 attended, and the livestream had over 20,000 views and more than 1,000 comments, shares and reactions. The Institute, in collaboration with the Mary Christie Foundation, also organized Substance Use on College Campuses: New Approaches to a Perennial Problem, an event held Oct. 17 at the University of Maryland. It brought together six university presidents and system heads, along with researchers and other experts, to highlight solutions to the problem of substance use among college students, and inspired a white paper to be distributed to universities nationwide in 2018. The Institute also hosted the AmeriCorps Boot Camp on Recovery, a national event to showcase the addiction recovery community's potential as a vital resource to AmeriCorps and state-run service initiatives. That event - held Feb. 22 at Hazelden in St. Paul, in partnership with ServeMinnesota and the National Youth Recovery Foundation - sparked the beginning of what some states have now dubbed Recovery Corps. In addition, the Institute hosted, sponsored or provided speakers for numerous other events focused on opioids, access to care, other policy areas and/or stigma, including school and community forums as well as national and state conventions. The Institute also distributed its 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. In other policy activity, the Institute continued to play a leading role in the Parity Implementation Coalition (PIC), which advocates for robust implementation of the federal "parity" law that expands access to addiction treatment through private health care insurance. Membership in associations related to the addiction field and the preservation of the services the organization provides allows it to join forces with others sharing similar concerns and interests. The Institute regularly receives requests for information on addiction, treatment and recovery issues from federal, state and local legislatures and governments, as well as from the media and the general public. By serving as a reliable resource to many, the Institute was able to influence policy and public attitudes in diverse ways. It also was able to collaborate frequently and effectively with grassroots community-based organizations across the country on local, state and federal policy issues. The Hazelden Betty Ford Foundation Institute for Recovery Advocacy's 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. It 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 30436060 108517 3052785 1488483 32108879 32305773 55134 2203419 4128266 30436060 23924016 10859094 -1049450 1427887 32305773 23609984 433839 789217 909024 23924016 22276984 -895535 3113248 884713 23609984 0.00000 1.00000 0.00000 0 0 11074395 11074395 215802688 89934780 125867908 2083757 939094 1144663 97279607 60831093 36448514 12315808 7505530 4810278 179345758 3016623 F PIMCO Stockplus Limited Partner 14437638 F AT MLP Fund, LLC 8082446 F Rimrock High Income Plus Fund LTD 6855975 F Commingled International Investors 17756873 F Fir Tree International Value Fund 3257289 F Lighthouse Global 7665625 F Discovery Global Macro LTD Series 1 5477547 F Energy Capital 232339 F Wellington Trust Company 3521541 F 70303896 Intercompany Receivables 96906667 Film and Video Costs, net 151254 CSV Life Insurance 234428 Collections 793414 Goodwill 2187766 Split Interest Agreements 1433021 101706550 Asset Retirement Obligation 312657 Intercompany Payables 60494045 Sodexho Contract Obligation 120000 Capitalized Finance Costs -710255 Long Term-Cerner Credit Agreement 1311203 61527650 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, Hazelden Betty Ford Foundation addresses the determination of whether tax benefits claimed on a tax return should be recorded in the financial statements. Under this guidance, Hazelden Betty Ford Foundation may recognize 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 Hazelden Betty Ford Foundation and various tax positions related to the potential sources of unrelated business taxable income. There were no unrecognized tax benefits identified or recorded as liabilities, as of December 31, 2017 and 2016. Central America and 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. 8240 East Asia and 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. 21320 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. 34617 North America 0 1 Program Services Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. 2032 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. 19606 Middle East and North Africa 0 0 Program Services Education and preventive instruction is provided to high school students, parents and educators. 12701 Russia and Neighboring States 0 0 Program Services Education and preventive instruction is provided to high school students, parents and educators. 3852 South Asia 0 0 Program Services Education and preventive instruction is provided to high school students, parents and educators. 4576 Sub-Saharan Africa 0 0 Program Services Education and preventive instruction is provided to high school students, parents and educators. 5501 Central America and Caribbean 0 0 Investments 19999147 0 1 0 0 0 1 106944 20004648 20111592 1 0 0 0 0 0 Beamer Awards Dinner 402893 393893 9000 17540 57614 30000 113661 Recovery Cup - Golf & Tennis Event 146963 129813 17150 14715 11720 7267 2 159607 154472 5135 6320 19527 1200 39177 709463 678178 31285 38575 88861 31200 160105 318741 -287456 1 1 X 0 1 X 0 1 1 0 1 1 6348116 6348116 0.03310 6348116 6348116 0.03310 4739734 1719164 3020570 0.01580 905183 905183 0.00470 843095 358730 484365 0.00250 6488012 2077894 4410118 0.02300 12836128 2077894 10758234 0.05610 1 8711674 1 1 1 1 Betty Ford Center 39000 Bob Hope Drive Rancho Mirage CA 92270 http://www.hazeldenbettyford.org/locat 106330120 X Betty Ford Center 1 0 0 1 X X X X X X X X 15 1 0 0 1 X See Part V - Section B, Line 7d X X 1 15 1 See Part V - Section B, Line 10a 0 1 X 400.000000000000 X X 1 1 X X X 1 X See Part V, Section C X See Part V, Section C X See Part V, Section C X X X X X X 1 X 0 X X X X 1 X 0 0 Betty Ford Center Part V, Section B, Line 5: In November of 2015 the organization consulted with over a dozen stakeholders, staff, physicians and other members of management. Betty Ford Center Part V, Section B, Line 7d: http://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage Betty Ford Center Part V, Section B, Line 11: The CHNA identified gaps in services that Betty Ford Center is able to provide. The strategies for addressing these gaps are detailed within the implementation plan. The gaps to be addressed include the following:-Expanding services to treat addiction in individuals aged 55 and older;-Establishing additional outpatient treatment facilities within the service area-Offering children's services to the community-Presenting education on addiction, treatment, and recovery-Providing training on marijuana and options for prevention, intervention, and treatment; and-Addressing the opioid epidemic in the State of California through advocacy, prevention, education, and treatmentThe strategy to expand services to those age 55 and older calls for the development and implementation of a business plan to expand services for older adults through the "Recovery@60Plus Program." The second strategy being considered is the collaboration with senior housing communities and/or agencies in and around Betty Ford Center to enchance awareness of the signs and symptoms of prescription drug addiction and alcoholism.In addressing the needs of additional outpatient service facilities within the service area, Betty Ford Center opened a outpatient facility in the San Diego area and will continue to assess the need for outpatient services in the area.The next area of significant need is the offering of children's services to the community. The strategy is to collaborate with schools and school districts in the service area to reach more students. Staff of the Children's Program participated in the Red Ribbon Campaign at numerous schools in California, Texas and Colorado. Early prevention education and recovery awareness events were held in communities and schools, along with training sessions for school administrators, principlas, counselors and teachers to provide information, resources and tools regarding the family disease of addiction. The training session, called Tools for the Journey, is also open to therapists, counselors, non-profits and other organizations that work with children. The other tactic is to expand opportunities for impacted children to attend Children's Progams through scholarship programs. The Children's Program is funded entirely through donor support.The fourth priority is to educate the community on addiction, treatment, and recovery which is a three pronged plan:-Expand the community service programming for both the surrounding outreach and online communities by sponsoring 6-8 Awareness Hour programs per year on various topics as they relate to addiction.-Feature internal and external experts in their field as speakers; and-Provide educational materials and online resources for all individuals.The next priority is to provide training and education on marijuana and options for prevention, intervention and treatment which will be accomplished by serving as a resource and promoting materials being developed by the wider Hazelden Betty Ford Foundation for different audiences to better understand and address the use and legalization of marijuana. The organization will also facilitate "thought leaders" to provide education on marijuana, its medical uses, and options for prevention, intervention, and treatment.The final priority is to address the opioid epidemic in State of California. This will be accomplished by providing broad-based advocacy efforts and community education to address the opioid crisis. The organization will mobilize the local communities on prevention, intervention, and referral to treatment strategies to impact the opioid epidemic. Education will also be provided on both the community and professional level about the proven track record of the evidence-based Comprehensive Opioid Response with Twelve Steps treament protocol along with training for other treatment providers. 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 eligibilty 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. Betty Ford Center Part V, Section B, Line 16j: 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 lookback method with private health insurers only as Hazelden Betty Ford Foundation does not receive Medicare or Medicaid funding. 13 1 - Hazelden in Center City 15251 Pleasant Valley Road Center City MN 55012 Inpatient addiction treatment center for adults 2 - Hazelden in Plymouth 11505 36th Avenue North Plymouth MN 55441 Inpatient/outpatient addiction treatment center for adolescents/young adults 3 - Hazelden in Springbrook 1901 Esther Street Newberg OR 97132 Inpatient addiction treatment center for adults 4 - Hazelden in St Paul 680 Stewart Avenue St Paul MN 55102 Outpatient addiction treatment center for adults & recovery housing 5 - Hazelden in Florida 950 6th Ave N Suite 101 Naples FL 34102 In/outpatient addiction treatment center for adults & recovery housing 6 - Hazelden in Chicago 867 North Dearborn Street Chicago IL 60610 Outpatient addiction treatment center for adults, adolescents & young adults 7 - Hazelden in Maple Grove 7001 E Fish Lake Road Suite 120 Maple Grove MN 55311 Outpatient addiction treatment center for adults 8 - Hazelden New York in Chelsea 322 8th Ave Fl 1200 New York NY 10001 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 young adults & recovery housing 10 - Hazelden in Chaska 1107 Hazeltine Blvd Ste 300 Chaska MN 55318 Outpatient addiction treatment center for adults, adolescents & young adults 11 - Hazelden 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 Part I, Line 3c: Factors other than the Federal Poverty Guidelines that are used by Hazelden Betty Ford Foundation for determining eligibilty 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 10a www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage Part III, Line 2: The bad debt expense is calculated as 75% of the accounts receivable over 90 days. Part III, Line 4: All patient service revenue is produced from private pay, commercial insurance, or managed care insurance contracts. The primary collection risks relate to private pay accounts, including private pay for which the primary insurance carrier has paid the amounts covered by the applicable agreement, but patient responsibility amounts (deductibles and copayments) remain outstanding. The allowance for doubtful accounts relates primarily to private pay accounts over 90 days old. The allowance is calculated based on balances over 90 days and on historical experience and management's evaluation of outstanding accounts receivable at the end of each year. Hazelden Betty Ford Foundation's collection policies include a review of all accounts against certain standard collection criteria and are written off when all reasonable internal collection efforts have been performed. Accounts with balances over 120 days old determined to possess positive collectability attributes are fowarded to an external collection agency. Write-offs are based upon specific identification and the write-off process requires an adjustment entry to the patient accounting system. Receivables are generally unsecured. The Betty Ford Center does not charge interest on accounts receivable balances that are past due. 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 2015 which allows the organization to understand the needs of the community. Part VI, Line 3: Hazelden Betty Ford Foundation includes notices regarding the availablity 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: The service area for Betty Ford Center, the only hospital in the Hazelden Betty Ford Foundation organization, has been defined to include Los Angeles County, Orange County, Riverside County, San Bernardino County, and San Diego County. The service area definition was determined by calculating the area where the majority of Betty Ford Center's inpatient population resides. The service areas have a total population of nearly 20.6 million and represents approximately 50% of the statewide population of nearly 40 million residents. The Hispanic, Latino, or Spanish service area population totals 9.2 million. This represents 44.3% of the total report area population. The service area household income is nearly 3% lower than California's average of $87,152, and nearly 15% higher than the national average of $74,699. The service area (83%) graduation rates fair slightly lower than statewide (83.8%) averages but fair slightly better than the United States (82.2%) graduation rates. Within the service area 16.4% or nearly 3.3 million individuals are living in households with income below the Federal Poverty Level. As of August 2015, total unemployment in the service area was 792,444 or 7.9% of the civilian non-institutionalized population age 16 and older (non-seasonally adjusted). 1 Scholarships for Graduate School of Addiction Studies 167 565006 Scholarships for Professionals in Residence Training (PIR) 84 125160 Scholarships for Summer Institute for Medical Students (SIMS) 73 219000 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 582542 0 0 0 6675 0 43338 0 24421 0 656976 0 0 0 James Blaha Treasurer, VP CFO and CAO 317068 0 0 0 3383 0 26040 0 24777 0 371268 0 0 0 Jennifer Lohse Secretary, VP General Counsel 196914 0 0 0 272 0 12552 0 32053 0 241791 0 0 0 Nicholas Motu VP & Chief External Affairs 284862 0 0 0 2917 0 26040 0 31821 0 345640 0 0 0 Dr Marvin Seppala Chief Medical Officer 443166 0 0 0 4873 0 26040 0 24723 0 498802 0 0 0 Valerie Slaymaker VP Education, Quality and Research 214627 0 0 0 761 0 19633 0 23178 0 258199 0 0 0 James Steinhagen VP Recovery Services West Coast 157892 0 23812 0 152803 0 11163 0 11516 0 357186 0 0 0 John Driscoll Sr. VP Recovery Services 319784 0 0 0 738 0 16200 0 30099 0 366821 0 0 0 Elizabeth Farver-Smith VP Philanthropy 222857 0 0 0 2609 0 13564 0 11184 0 250214 0 0 0 Joseph Jaksha VP Publishing 203674 0 25000 0 742 0 13380 0 27853 0 270649 0 0 0 Dr Joseph Lee Medical Director, Youth 322165 0 0 0 530 0 26040 0 35696 0 384431 0 0 0 Dr Marc Myer Medical Director 287576 0 0 0 701 0 15421 0 25567 0 329265 0 0 0 Robert Poznanovich VP Business Development 281352 0 20000 0 2837 0 26040 0 9291 0 339520 0 0 0 Dr Jeffery Young Medical Director 274907 0 0 0 2917 0 16200 0 21793 0 315817 0 0 0 Jerry Moe Executive Director, Nat'l Children's 258281 0 20000 0 2717 0 16200 0 19960 0 317158 0 0 0 William Moyers-Former key employee VP, Public Affairs and Comm. Rel. 223000 0 15000 0 1484 0 19980 0 29310 0 288774 0 0 0 Mark Sheets-Former key employee Exec. Dir., Youth Continuum 208730 0 0 0 3941 0 19237 0 30482 0 262390 0 0 0 Janice Vondrachek-Former key employ Exec. Dir., Hazelden Springbrook 175626 0 0 0 60067 0 10742 0 11165 0 257600 0 0 0 Part I, Lines 4a-b James Steinhagen, VP Recovery Services West Coast received a severance payment in the amount of $151,382. Jan Vondrachek, Executive Director, Hazelden Springbrook, received a severance payment in the amount of $58,992. Mark Mishek, President and CEO, participated in a nonqualified retirement plan in the amount of $9,138. A City of Center City MN 416005039 151452AT6 2011-11-14 20095000 Expansion and renovation of Plymouth facility 0 0 0 B City of Center City MN 416005039 151452BM0 2014-07-23 41439310 Expansion and improvements at St. Paul and Center City locations 0 0 0 A 1670000 20210373 370556 19839817 2013 0 0 1 1 B 1820000 41441547 434310 18702237 22305000 2015 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 0 0 0 0 1 Credit Agricole Corp and Investment 1 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 $115,373 is included in Part II, Line 3 Bond B - Interest income of $2,237 is included in Part II, Line 3 Schedule K, Part IV, Line 5C, Column A The guaranteed investment contract (GIC) expired in 2012 after the proceeds were spent. Recovery PartnersPC 100% owned by a key employee of Hazelden Betty Ford Foundation 272336 Reimbursable professional fees 0 X 20 83342 Gross selling price 0 0 1 1 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 A, line 4 Hazelden Betty Ford Foundation Bylaws were amended to allow the President and Chief Executive Officer to be a voting member 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 March 2018. The compensation review for other officers and key employees was completed in August 2017. 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 -16,639. Rounding -1,291. 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, continuing care 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 1163897 Fair market value Hazelden New York Q 1673703 Fair market value