2025-11-07T14:23:51-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 450368330 ALTRU HEALTH FOUNDATION ALTR 7017805600 2501 DEMERS AVENUE GRAND FORKS ND 58201 KRISTI HALL-JIRAN CHIEF PHILANTHROPY OFFICER 7017805600 2025-11-07 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-23 2024 2025-03-06 01:10:19Z KRISTI HALL-JIRAN 2501 DEMERS AVENUE GRAND FORKS ND 58201 10700380 0 X WWW.ALTRU.COM X 1982 ND 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. 14 10 0 42 0 0 6141937 9633395 0 0 178193 1025665 -16946 -94600 6303184 10564460 3232093 5938561 0 0 765607 0 235728 112433 987302 112857 1160821 4346285 7211815 1956899 3352645 19444039 24331873 21522 1257128 19422517 23074745 X 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. 0 0 5343322 5343322 0 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. 595239 595239 0 GRANTS TO NON-ALTRU NONPROFIT ENTITIES TO FURTHER THEIR MISSIONS AND CONTINUE THEIR SERVICES TO THE REGION. GRANTS AND SCHOLARSHIPS TO INDIVIDUALS. 5938561 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X KRISTI HALL-JIRAN 7017805600 1200 SOUTH COLUMBIA ROAD GRAND FORKS ND 58201 TODD FORKEL DIRECTOR (CEO AHS) 1.00 40.00 X X 0 1066396 263946 JOSHUA DEERE DIRECTOR (PRESIDENT AHS) 1.00 40.00 X X 0 869600 218327 KRISTI HALL-JIRAN DIRECTOR (CHIEF PHILANTHROPY OFFICER AHS) 20.00 20.00 X X 0 392382 86010 KAMRIN MACKI DIRECTOR (NURSE PRACTITIONER AHS) 1.00 40.00 X 0 213815 17246 KEITH LUND HONORARY CHAIR 1.00 X X 0 0 0 JENNY AREL CHAIR (THRU JUNE)/DIRECTOR 1.00 X X 0 0 0 DAN MULROY CHAIR (BEG JUNE) 1.00 X X 0 0 0 KATHRYN KESTER VICE CHAIR 1.00 X X 0 0 0 MATT WALKOWIAK SECRETARY/TREASURER 1.00 X X 0 0 0 ASHLEY CAHALAN DIRECTOR 1.00 X 0 0 0 SADIE GARDNER DIRECTOR 1.00 X 0 0 0 SKIP GREENBERG DIRECTOR (THRU MAY 24') 1.00 X 0 0 0 CHRIS JOHNSON DIRECTOR 1.00 X 0 0 0 KRISTI MAGNUSON NELSON DIRECTOR 1.00 X 0 0 0 NIDHI PANDA DIRECTOR 1.00 X 0 0 0 DAVID ZAVORAL DIRECTOR (THRU MAY 24') 1.00 X 0 0 0 DEREK GOEBEL CFO/TREASURER 1.00 40.00 X 0 543614 113801 0 3085807 699330 0 0 1 0 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 PROFESSIONAL FUNDRAISING SERVICES 112433 1 10000 405927 80341 1284678 7852449 78153 9633395 1025638 1025638 27 0 27 27 27 41320 405927 135920 -94600 -94600 10564460 0 0 931065 5861811 5861811 76750 76750 725982 241994 483988 14496 14496 112433 112433 5236 5236 54721 14625 40096 17165 6742 10423 1096 1096 349 136 213 326 326 900 900 BAD DEBT EXPENSE 338685 338685 DUES & SUBSCRIPTIONS 1865 727 1138 7211815 5938561 285952 987302 17556 181727 1483673 1917715 450 450 75410 73942 1795 1468 15672601 21493721 2267964 736792 19444039 24331873 2873 175682 18649 1081446 21522 1257128 X 756197 897794 18666320 22176951 19422517 23074745 19444039 24331873 3352645 299583 0 X 0 1 X 1 0 X X 1 ALTRU HEALTH SYSTEM 450310462 3 1 5343322 0 1 5343322 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5479070 70163 405369 15954 5938648 4879911 142325 465277 8443 5479070 5772953 79100 -940213 31929 4879911 5486477 67200 309176 89900 5772953 5012831 80855 459980 67189 5486477 0.00000 0.70691 0.29309 0 0 75410 73942 1468 1468 AMOUNTS HELD FOR OTHERS 14697 CHARITABLE GIFT ANNUITIES 9497 DUE TO AFFILIATES 480794 DUE TO FUND 576458 1081446 PART V, LINE 4: 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. X X X X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAPITAL CAMPAIGN PLANNING AND IMPLEMENTATION 0 1791950 112433 1679517 1791950 112433 1679517 MN ND GOLF OUTING 114104 95954 18150 1853 13789 5157 7222 GALA 333143 309973 23170 3290 7043 41789 2913 52864 447247 405927 41320 5143 20832 46946 2913 60086 135920 -94600 1 ALTRU HEALTH SYSTEM 1200 S COLUMBIA RD GRAND FORKS ND 58201 450310462 501(C)(3) 5343322 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) 79200 0 SUPPORTED SUIDICDE PREVENTION AND MENTAL HEALTH PROMOTION IN THE COMMUNITY 2 0 SCHOLARSHIPS 40 40000 EMPLOYEE EMERGENCY ASSISTANCE 27 36750 PART I, LINE 2: USE OF GRANT FUNDS ARE MONITORED BECAUSE FUNDS ARE PAID TO RELATED ENTITIES FOR REIMBURSEMENT OF EXPENSES INCURRED. 0 0 0 0 0 0 0 0 0 TODD FORKEL DIRECTOR (CEO AHS) 0 765929 0 275700 0 24767 0 231033 0 32913 0 1330342 0 275700 JOSHUA DEERE DIRECTOR (PRESIDENT AHS) 0 621291 0 224779 0 23530 0 188499 0 29828 0 1087927 0 224779 DEREK GOEBEL CFO/TREASURER 0 398453 0 122210 0 22951 0 109558 0 4243 0 657415 0 122210 KRISTI HALL-JIRAN DIRECTOR (CHIEF PHILANTHROPY OFFICER 0 276019 0 92593 0 23770 0 72347 0 13663 0 478392 0 92593 KAMRIN MACKI DIRECTOR (NURSE PRACTITIONER AHS) 0 213555 0 0 0 260 0 10875 0 6371 0 231061 0 0 PART I, LINE 3 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 X VARIOUS ITEMS FUNDRAISER 175 78153 FMV 0 0 1 0 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. 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 ALTRU SPECIALTY SERVICES INC 1200 S COLUMBIA RD GRAND FORKS ND 58201 450395652 DME SALES, RETAIL PHARMACY ND N/A C 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ALTRU SPECIALTY SERVICES C 65668 COST