ALTRU HEALTH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALTRU HEALTH FOUNDATION (EIN 45-0368330)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349302636
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T14:23:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450368330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTRU HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTR | BusinessNameControlTxt |
| Phone | 7017805600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 DEMERS AVENUE | AddressLine1Txt |
| City | GRAND FORKS | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTI HALL-JIRAN | PersonNm |
| Person Title | CHIEF PHILANTHROPY OFFICER | PersonTitleTxt |
| Phone | 7017805600 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTI HALL-JIRAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 DEMERS AVENUE | AddressLine1Txt |
| City | GRAND FORKS | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,700,380 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALTRU.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | ALTRU HEALTH FOUNDATION'S MISSION IS TO SUPPORT ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS RESIDING IN OUR REGION THROUGH FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION, AND HEALTHCARE FOR THOSE IN NEED. THIS FULFILLS ALTRU HEALTH SYSTEM'S OVERALL MISSION OF MAKING A DIFFERENCE FOR THOSE WE CARE FOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,141,937 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,633,395 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $178,193 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,025,665 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,946 | PYOtherRevenueAmt |
| CY Other Revenue | -$94,600 | CYOtherRevenueAmt |
| PY Total Revenue | $6,303,184 | PYTotalRevenueAmt |
| CY Total Revenue | $10,564,460 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,232,093 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,938,561 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $765,607 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $235,728 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $112,433 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $987,302 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $112,857 | PYOtherExpensesAmt |
| CY Other Expenses | $1,160,821 | CYOtherExpensesAmt |
| PY Total Expenses | $4,346,285 | PYTotalExpensesAmt |
| CY Total Expenses | $7,211,815 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,956,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,352,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,444,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,331,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,522 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,257,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,422,517 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,074,745 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALTRU HEALTH FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION THAT SUPPORTS ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF MAKING A DIFFERENCE FOR THOSE WE CARE FOR - ALL RESIDENTS IN THE REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED. ALTRU HEALTH SYSTEM IS SPECIFIED IN THE FOUNDATION'S GOVERNING DOCUMENTS AND OTHER ORGANIZATIONS ARE DESIGNATED BY CLASS OR PURPOSE AS CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE SUPPORTED ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,343,322 | ExpenseAmt |
| Grant | $5,343,322 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE PRIMARY PURPOSE OF ALTRU HEALTH FOUNDATION IS TO RAISE FUNDS FOR ALTRU HEALTH SYSTEM. TOTAL GRANTS AND DISBURSEMENTS TO ALTRU HEALTH SYSTEM AND AFFILIATES TOTALS $5,343,322 TO SUPPORT PATIENT NEEDS, PATIENT ASSISTANCE PROGRAMMING, CAPITAL EQUIPMENT NEEDS, PRESCRIPTION ASSISTANCE, AND SEVERAL DEPARTMENTS' PROGRAM AND GENERAL NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $595,239 | ExpenseAmt |
| Grant | $595,239 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS TO NON-ALTRU NONPROFIT ENTITIES TO FURTHER THEIR MISSIONS AND CONTINUE THEIR SERVICES TO THE REGION. GRANTS AND SCHOLARSHIPS TO INDIVIDUALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,938,561 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTI HALL-JIRAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7017805600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH COLUMBIA ROAD | AddressLine1Txt |
| City | GRAND FORKS | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| TODD FORKEL | |||||||
| DIRECTOR (CEO AHS) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,066,396 | $263,946 |
| JOSHUA DEERE | |||||||
| DIRECTOR (PRESIDENT AHS) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $869,600 | $218,327 |
| KRISTI HALL-JIRAN | |||||||
| DIRECTOR (CHIEF PHILANTHROPY OFFICER AHS) | 20.00 | 20.00 | Yes (X) | Yes (X) | $0 | $392,382 | $86,010 |
| KAMRIN MACKI | |||||||
| DIRECTOR (NURSE PRACTITIONER AHS) | 1.00 | 40.00 | Yes (X) | $0 | $213,815 | $17,246 | |
| KEITH LUND | |||||||
| HONORARY CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNY AREL | |||||||
| CHAIR (THRU JUNE)/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN MULROY | |||||||
| CHAIR (BEG JUNE) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHRYN KESTER | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATT WALKOWIAK | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ASHLEY CAHALAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SADIE GARDNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SKIP GREENBERG | |||||||
| DIRECTOR (THRU MAY 24') | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS JOHNSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTI MAGNUSON NELSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIDHI PANDA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ZAVORAL | |||||||
| DIRECTOR (THRU MAY 24') | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEREK GOEBEL | |||||||
| CFO/TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $543,614 | $113,801 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,085,807 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $699,330 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE CO LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 527 MADISON AVENUE 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL FUNDRAISING SERVICES | ServicesDesc |
| Compensation | $112,433 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,000 | FederatedCampaignsAmt |
| Fundraising | $405,927 | FundraisingAmt |
| Related Organizations | $80,341 | RelatedOrganizationsAmt |
| Government Grants | $1,284,678 | GovernmentGrantsAmt |
| All Other Contributions | $7,852,449 | AllOtherContributionsAmt |
| Noncash Contributions | $78,153 | NoncashContributionsAmt |
| Total Contributions | $9,633,395 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,025,638 | TotalRevenueColumnAmt |
| Exclusion | $1,025,638 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $27 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $27 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27 | TotalRevenueColumnAmt |
| Exclusion | $27 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,320 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $405,927 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $135,920 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$94,600 | TotalRevenueColumnAmt |
| Exclusion | -$94,600 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,564,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $931,065 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,861,811 | TotalAmt |
| Program Services | $5,861,811 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,750 | TotalAmt |
| Program Services | $76,750 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,982 | TotalAmt |
| Management And General | $241,994 | ManagementAndGeneralAmt |
| Fundraising | $483,988 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,496 | TotalAmt |
| Management And General | $14,496 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,433 | TotalAmt |
| Fundraising | $112,433 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,236 | TotalAmt |
| Management And General | $5,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,721 | TotalAmt |
| Management And General | $14,625 | ManagementAndGeneralAmt |
| Fundraising | $40,096 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,165 | TotalAmt |
| Management And General | $6,742 | ManagementAndGeneralAmt |
| Fundraising | $10,423 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096 | TotalAmt |
| Management And General | $1,096 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349 | TotalAmt |
| Management And General | $136 | ManagementAndGeneralAmt |
| Fundraising | $213 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326 | TotalAmt |
| Fundraising | $326 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900 | TotalAmt |
| Management And General | $900 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $338,685 | $338,685 | |
| DUES & SUBSCRIPTIONS | $1,865 | $1,138 | $727 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,211,815 | TotalAmt |
| Program Services | $5,938,561 | ProgramServicesAmt |
| Management And General | $285,952 | ManagementAndGeneralAmt |
| Fundraising | $987,302 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,556 | BOYAmt |
| EOY | $181,727 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,483,673 | BOYAmt |
| EOY | $1,917,715 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450 | BOYAmt |
| EOY | $450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,410 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795 | BOYAmt |
| EOY | $1,468 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,672,601 | BOYAmt |
| EOY | $21,493,721 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,267,964 | BOYAmt |
| EOY | $736,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,444,039 | BOYAmt |
| EOY | $24,331,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873 | BOYAmt |
| EOY | $175,682 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,649 | BOYAmt |
| EOY | $1,081,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,522 | BOYAmt |
| EOY | $1,257,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,197 | BOYAmt |
| EOY | $897,794 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,666,320 | BOYAmt |
| EOY | $22,176,951 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,422,517 | BOYAmt |
| EOY | $23,074,745 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,444,039 | BOYAmt |
| EOY | $24,331,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,352,645 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $299,583 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTRU HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450310462 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $5,343,322 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,343,322 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | Yes (1) | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1: | ALTRU HEALTH FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION THAT SUPPORTS ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS IN THE REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED. ALTRU HEALTH SYSTEM IS SPECIFIED IN THE FOUNDATION'S GOVERNING DOCUMENTS AND OTHER ORGANIZATIONS ARE DESIGNATED BY CLASS OR PURPOSE AS CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE SUPPORTED ORGANIZATION. |
| PART IV, SECTION A, LINE 6: | ALTRU HEALTH FOUNDATION PROVIDED GRANTS TO INDIVIDUALS FOR SCHOLARSHIPS IN THE AMOUNT OF $40,000 RELATED TO THE PROMOTION OF HEALTHCARE AND THE BENEFIT OF THE SUPPORTED ORGANIZATION. ALTRU HEALTH FOUNDATION ALSO PROVIDED GRANTS TO INDIVIDUALS IN THE FORM OF EMPLOYEE EMERGENCY ASSISTANCE IN THE AMOUNT OF $36,750. ALTRU HEALTH FOUNDATION ALSO SUPPORTED SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION IN THE COMMUNITY THROUGH SUPPORTING THE TEARS ORGANIZATION IN THE AMOUNT OF $79,200. |
| PART IV, SECTION B, LINE 2: | THE FOUNDATION PROVIDED BENEFITS TO PERMISSIBLE BENEFICIARIES THAT FULFILLED THE MISSION OF THE ALTRU HEALTH SYSTEM TO ACHIEVE OPTIMUM HEALTH FOR ALL RESIDENTS IN THE REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED. |
| PART IV, SECTION A, LINE 11A: | THE ORGANIZATION DOES RECEIVE CONTRIBUTIONS FROM THEIR PAST AND PRESENT BOARD MEMBERS/DIRECTORS (BOTH THE FILING ORGANIZATION AND THE SUPPORTED ORGANIZATION BOARD MEMBERS). HOWEVER, THE AMOUNTS ARE NOT SO MATERIAL IN NATURE THAT THEY WOULD PRESENT ADDITIONAL OR EXCESS CONTROL OVER THE FOUNDATION. THE FOUNDATION RECEIVES A VERY DIVERSE AMOUNT OF FUNDING FROM MANY DONORS, SUCH THAT NO AMOUNTS RECEIVED FROM THE BOARD OF DIRECTORS OR THOSE RELATED TO THE BOARD GENERATE UNDUE INFLUENCE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,479,070 | BeginningYearBalanceAmt |
| Contributions | $70,163 | ContributionsAmt |
| Investment Earnings Or Losses | $405,369 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,954 | OtherExpendituresAmt |
| End Year Balance | $5,938,648 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,879,911 | BeginningYearBalanceAmt |
| Contributions | $142,325 | ContributionsAmt |
| Investment Earnings Or Losses | $465,277 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,443 | OtherExpendituresAmt |
| End Year Balance | $5,479,070 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,772,953 | BeginningYearBalanceAmt |
| Contributions | $79,100 | ContributionsAmt |
| Investment Earnings Or Losses | -$940,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,929 | OtherExpendituresAmt |
| End Year Balance | $4,879,911 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,486,477 | BeginningYearBalanceAmt |
| Contributions | $67,200 | ContributionsAmt |
| Investment Earnings Or Losses | $309,176 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $89,900 | OtherExpendituresAmt |
| End Year Balance | $5,772,953 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,012,831 | BeginningYearBalanceAmt |
| Contributions | $80,855 | ContributionsAmt |
| Investment Earnings Or Losses | $459,980 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,189 | OtherExpendituresAmt |
| End Year Balance | $5,486,477 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70691 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29309 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,942 | DepreciationAmt |
| Book Value | $1,468 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,468 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD FOR OTHERS | $14,697 |
| CHARITABLE GIFT ANNUITIES | $9,497 |
| DUE TO AFFILIATES | $480,794 |
| DUE TO FUND | $576,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,081,446 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENTS CONSIST OF TWENTY-NINE DONOR-RESTRICTED FUNDS, TO BE MAINTAINED IN PERPETUITY. THE INCOME OF WHICH IS EXPENDABLE AND IS ESTABLISHED TO PROVIDE INVESTMENT INCOME FOR A VARIETY OF PURPOSES, INCLUDING PATIENT CARE, PATIENT SUPPORT PROGRAMS, FINANCIAL ASSISTANCE, EDUCATIONAL PROGRAMS, AND BUILDING ADDITIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 527 MADISON AVENUE 5TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN PLANNING AND IMPLEMENTATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,791,950 | GrossReceiptsAmt |
| Retained By Contractor | $112,433 | RetainedByContractorAmt |
| Net To Organization | $1,679,517 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,791,950 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $112,433 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,679,517 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $114,104 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,954 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,150 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,853 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,789 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,157 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,222 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $333,143 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $309,973 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,170 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $3,290 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,043 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $41,789 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,913 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $52,864 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $447,247 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $405,927 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,320 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,143 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,832 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,946 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,913 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,086 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $135,920 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$94,600 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALTRU HEALTH SYSTEM | ||||||||
| 1200 S COLUMBIA RD | GRAND FORKS | ND | 58201 | 450310462 | 501(C)(3) | $5,343,322 | $0 | FACILITY ENHANCEMENTS, PROGRAM SUPPORT, EDUCATIONAL SUPPORT, PATIENT NEEDS, EMPLOYEE SUPPORT, EQUIPMENT NEEDS, GENERAL PROGRAM NEEDS |
| THE TEARS' FOUNDATION | ||||||||
| 1665 NORDONNA CIRCLE | GRAND FORKS | ND | 58201 | 933697503 | 501(C)(3) | $79,200 | $0 | SUPPORTED SUIDICDE PREVENTION AND MENTAL HEALTH PROMOTION IN THE COMMUNITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 40 | $40,000 |
| EMPLOYEE EMERGENCY ASSISTANCE | 27 | $36,750 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | USE OF GRANT FUNDS ARE MONITORED BECAUSE FUNDS ARE PAID TO RELATED ENTITIES FOR REIMBURSEMENT OF EXPENSES INCURRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD FORKEL | ||||||||||||||
| DIRECTOR (CEO AHS) | $0 | $765,929 | $0 | $275,700 | $0 | $24,767 | $0 | $231,033 | $0 | $32,913 | $0 | $1,330,342 | $0 | $275,700 |
| JOSHUA DEERE | ||||||||||||||
| DIRECTOR (PRESIDENT AHS) | $0 | $621,291 | $0 | $224,779 | $0 | $23,530 | $0 | $188,499 | $0 | $29,828 | $0 | $1,087,927 | $0 | $224,779 |
| DEREK GOEBEL | ||||||||||||||
| CFO/TREASURER | $0 | $398,453 | $0 | $122,210 | $0 | $22,951 | $0 | $109,558 | $0 | $4,243 | $0 | $657,415 | $0 | $122,210 |
| KRISTI HALL-JIRAN | ||||||||||||||
| DIRECTOR (CHIEF PHILANTHROPY OFFICER | $0 | $276,019 | $0 | $92,593 | $0 | $23,770 | $0 | $72,347 | $0 | $13,663 | $0 | $478,392 | $0 | $92,593 |
| KAMRIN MACKI | ||||||||||||||
| DIRECTOR (NURSE PRACTITIONER AHS) | $0 | $213,555 | $0 | $0 | $0 | $260 | $0 | $10,875 | $0 | $6,371 | $0 | $231,061 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATIONS' TOP MANAGEMENT OFFICIAL WAS PAID BY ALTRU HEALTH SYSTEM, A RELATED PARTY. THE RELATED PARTY INDICATES THE FOLLOWING ON SCHEDULE J: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS ITEMS FUNDRAISER | Desc |
| Contribution | 175 | ContributionCnt |
| Noncash Contributions Rpt F990 | $78,153 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A SINGLE CORPORATE MEMBER, ALTRU HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7A | AS THE SOLE CORPORATE MEMBER OF ALTRU HEALTH FOUNDATION, ALTRU HEALTH SYSTEM'S BOARD OF DIRECTORS CAN APPOINT ALL OF THE DIRECTORS AND MAKE GOVERNANCE DECISIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS THE SOLE CORPORATE MEMBER OF ALTRU HEALTH FOUNDATION, ALTRU HEALTH SYSTEM'S BOARD OF DIRECTORS CAN APPOINT ALL OF THE DIRECTORS AND MAKE GOVERNANCE DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WAS ELECTRONICALLY REVIEWED FOR ACCURACY BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED OFF ANNUALLY BY ALL MEMBERS OF THE BOARD OF DIRECTORS. THESE FORMS ARE COLLECTED AND REVIEWED BY THE SECRETARY. AN "INTERESTED PERSON" IS ANY DIRECTOR, PRINCIPAL OFFICER, OR COMMITTEE MEMBER WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. THIS INCLUDES OWNERSHIP, INVESTMENT, OR COMPENSATION ARRANGEMENTS WITH ENTITIES INVOLVED IN TRANSACTIONS WITH THE CORPORATION. INTERESTED PERSONS MUST DISCLOSE THEIR FINANCIAL INTERESTS TO THE BOARD OR COMMITTEE. THE INTERESTED PERSON MUST LEAVE THE MEETING WHILE THEIR FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES. IF NO BETTER ALTERNATIVE IS FOUND, THE BOARD OR COMMITTEE WILL VOTE ON WHETHER THE TRANSACTION IS IN THE CORPORATION'S BEST INTEREST. IF A MEMBER FAILS TO DISCLOSE A CONFLICT, THE BOARD OR COMMITTEE WILL INVESTIGATE AND TAKE APPROPRIATE ACTION. RECORDS OF PROCEEDINGS: MINUTES MUST INCLUDE THE NAMES OF THOSE WITH FINANCIAL INTERESTS, THE NATURE OF THE INTERESTS, ACTIONS TAKEN, AND THE DECISIONS MADE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS WERE PAID BY ALTRU HEALTH SYSTEM, A RELATED PARTY. ALTRU HEALTH SYSTEM DETERMINES THE TOP MANAGEMENT OFFICIAL'S COMPENSATION BY REVIEW AND APPROVAL BY A GOVERNING BODY WITHOUT CONFLICTS OF INTEREST, USING COMPARABLE COMPENSATION DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC VIA ALTRU'S WEB SITE, ALTRU.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALTRU HEALTH SYSTEM | ||||||||||
| 1200 S COLUMBIA RD | GRAND FORKS | ND | 58201 | 450310462 | HOSPITAL/OUTPATIENT CARE | ND | 501(C)(3) | LINE 3 | N/A | 0 |
| ALTRU ALLIANCE | ||||||||||
| 1200 S COLUMBIA RD | GRAND FORKS | ND | 58201 | 237389089 | SUPPORT OF ALTRU HOSPITAL AND AFFILIATES | ND | 501(C)(3) | LINE 12C, III-FI | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTRU SPECIALTY SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 S COLUMBIA RD | AddressLine1Txt |
| City | GRAND FORKS | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450395652 | EIN |
| Primary Activities | DME SALES, RETAIL PHARMACY | PrimaryActivitiesTxt |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTRU SPECIALTY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $65,668 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |