HAZELDEN BETTY FORD FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HAZELDEN BETTY FORD FOUNDATION (EIN 41-0682405)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-31
- IRS object ID
- 201502129349301030
- Schema version
- 2014v5.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-31T15:57:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Suite 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410682405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hazelden Betty Ford Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAZE | BusinessNameControlTxt |
| Phone | 6512134006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1Txt |
| City | Center City | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Blaha | PersonNm |
| Person Title | VP CFO & CAO | PersonTitleTxt |
| Phone | 6512134006 | PhoneNum |
| Signature | 2015-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2015-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Mishek | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1Txt |
| City | Center City | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $283,431,474 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hazelden.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 1523 | TotalEmployeeCnt |
| Total Volunteers | 465 | TotalVolunteersCnt |
| Total Gross UBI | -$44,776 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$48,854 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,137,872 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,429,305 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $133,632,555 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $141,543,495 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,320,661 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,579,983 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,884,213 | PYOtherRevenueAmt |
| CY Other Revenue | $10,873,486 | CYOtherRevenueAmt |
| PY Total Revenue | $153,975,301 | PYTotalRevenueAmt |
| CY Total Revenue | $164,426,269 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $441,558 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $566,153 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $76,429,886 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $83,754,750 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $10,541 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,479,354 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,644,400 | PYOtherExpensesAmt |
| CY Other Expenses | $63,373,811 | CYOtherExpensesAmt |
| PY Total Expenses | $133,526,385 | PYTotalExpensesAmt |
| CY Total Expenses | $147,694,714 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,448,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,731,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $351,826,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,511,338 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $83,191,522 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $114,707,827 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $268,635,212 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $282,803,511 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $92,902,517 | ExpenseAmt |
| Revenue | $126,200,679 | RevenueAmt |
| Desc | Addiction Treatment for Adults, Youth, and Families The goal of addiction treatment at Hazelden Betty Ford is lifelong recovery for each patient. Hazelden Betty Ford approaches treatment for addiction and co-occurring mental health disorders in a holistic way. 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. Addiction treatment is offered at Hazelden Betty Ford facilities 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); Beaverton and Springbrook, Oregon; Newton, Massachusetts; and the Betty Ford Center in Rancho Mirage and Los Angeles, California, Texas and Colorado. In addition to addiction treatment, Hazelden Betty Ford provides assessment and evaluation services, intervention services, structured sober living, continuing care services, and mental health services. Hazelden Betty Ford also understands that recovery from addiction involves rebuilding relationships with family members and friends. Through Hazelden Betty Ford's family, parent, and sibling programs, loved ones receive education, guidance, and support to achieve a healthier way of life. In 2014, the following number of people directly benefited from Hazelden Betty Ford addiction treatment and recovery programs: Primary Treatment Adult 3,224Family Program Adult 1,945Mental Health Adult 1,577Renewal Center and Lodge 1,303Family Program Youth 1,117Intensive Outpatient Adult 1,117Primary Treatment Youth 778Outpatient Treatment Adult 552Mental Health Youth 362Extended Treatment Adult 255Day Treatment Adult 232Intensive Outpatient Youth 176Intermediate Care Services 130Continuing Care Services 129Day Treatment Youth 78Teen Intervene 7 TOTAL PATIENTS SERVED 12,982 Additionally, patient aid is available as measured as gross charges foregone, and in 2014, nearly $7,800,000 was provided to 2,885 qualifying patients and family members. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,646,774 | ExpenseAmt |
| Revenue | $22,153,967 | RevenueAmt |
| Desc | Publication of Educational Materials Hazelden Betty Fords's publishing division 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, Hazelden Betty Ford's proven-effective resources 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. Hazelden Betty Ford publications, particularly its signature daily meditation books, are also known the world over for helping people learn to apply recovery principles and practices to daily life. Daily meditation books and other Hazelden Betty Ford materials provide much-needed inspiration, encouragement, guidance, and support for lifelong recovery from the disease of addiction. More than 18,000 recovery resources including books, pamphlets, and DVDs were distributed through Hazelden Betty Ford's BookAid program in 2014 to individuals as well as schools, prisons, treatment centers, and other nonprofit organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,205,796 | ExpenseAmt |
| Grant | $566,153 | GrantAmt |
| Revenue | $4,127,045 | RevenueAmt |
| Desc | Higher Education and Professional Training Integral to Hazelden Betty Ford's mission is the education of addiction counselors and the training of other professionals who address addiction-related issues. Beginning in the 1960s, Hazelden Betty Ford's educational programs have consistently graduated professionals who provide extraordinary, expert care to people suffering with alcohol and other drug addiction. The Hazelden Betty Ford Graduate School of Addiction Studies, accredited by the Higher Learning Commission of the North Central Association of Colleges and Schools, graduates highly educated counselors well prepared to treat the complexities of addiction and co-occurring mental health 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 2014, the school awarded 27 Masters of Arts degrees in Addiction Counseling and 37 Masters of Arts degrees in Addiction Counseling Advanced Practice. Hazelden Betty Ford has a longstanding reputation for sharing knowledge about addiction treatment and recovery. The Professionals in Residence (PIR) program and the Summer Institute for Medical Students (SIMS) give medical students, residents, healthcare and legal professionals an indepth 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 two-week rotation on addiction for Family Medicine residents is available in MN and CA. A one-year accredited Addiction Medicine Fellowship is available at the Betty Ford Center in CA and a Course on Addiction and Recovery Education (CARE) is available worldwide. Both sites offer customized programming for larger groups. In 2014, these programs welcomed a total of 510 participants at programs held at the MN and CA locations. Scholarship grants are provided to qualified participants of both the Graduate School (119 scholarships given) and professional education programs (81 scholarships given). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| Community Care and Community Benefit: In meeting Hazelden Betty Ford's commitment to our mission and the underlying charitable purpose of the Hazelden Betty Ford Foundation, we invest our time, financial resources and energy helping people and communities understand and address addiction as a treatable disease, and we spread the word that recovery is possible. "Be of service" is an integral core value that we demonstrate in a variety of ways. Perhaps the most obvious way we meet our commitment to community is by providing treatment services to individuals and families who seek and qualify for care but are unable to pay the full cost. Our patient aid policy provides that Hazelden Betty Ford will annually establish a target amount of patient aid. Our patient aid awards totaled nearly $7,800,000 in charges forgone in 2014. In addition, the 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 the Master of Arts in Addiction Counseling and the Certificate in Addiction Counseling programs. The school emphasizes public engagement as a means of serving its constituent communities. In 2014 alone, students provided more than 13,000 hours of clinical services at agencies reaching underserved and economically disadvantaged populations. Students also volunteered their time to organizations reaching the homeless and worked to educate the public at large. The school offers a full scholarship each year to students from Chisago County Health and Human Services and provides continuing education to these Chisago County professionals at no cost. Sixty-four students graduated with master's degrees from the school in 2014. Overall, more than 90 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. Among the department's many activities in 2014: -As part of Hazelden Betty Ford Foundation's commitment to evidence-based practice, over 35 data analyses projects were conducted to inform clinical care and academic programming, identify treatment needs, drive data-based decision-making, set targets for 2015 strategic plan goals, and contribute to the field's knowledge of addiction treatment.-The Huss Research Chair on Older Adults is a collaborative initiative that allows Hazelden Betty Ford Foundation researchers to partner with leading national experts on projects related to older adults with addiction. The current Huss Research study is examining the effects of naltrexone, an anticraving agent for alcohol, on treatment outcomes among alcohol dependent adult residential patients. The study is also examining whether patient response to naltrexone depends on a particular gene related to an opioid receptor in the brain. All data collection is complete. Statistical analyses of the data are currently underway and manuscripts are being prepared for submission to peer reviewed journals. -Several clinical research projects were conducted in 2014. Twelve-month outcomes data collection for a study measuring attentional bias among young adults was completed and analyses of study data are underway. Analyses of data from the recovery index studies, designed to create a measure of functioning in recovery from addiciton, were conducted and a manuscript of the findings is currently under review at a peer-reviewed research journal. Recruitment and baseline testing continued for a project studying the impact of treatment programming for opioid-dependent patients, with over 50 participants recruited to date.-Research Updates were disseminated to professionals, educators, researchers, students, and other stakeholders. Three new Research Updates were created, including one on clinical severity among lesbian, gay, bisexual, transgendered, and questioning (LGBTQ) patients attending residential treatment. These two-page summaries of scientific findings from the field of addiction treatment research are provided at no cost as a community benefit to policy makers, treatment professionals, and the public at large. They are also available on the BCR's webpage at hazeldenbettyford.org.-Several research manuscripts were published in peer-reviewed addictions journals in 2014. These papers focused on several different topics including clinical and baseline substance use severity among LGBTQ patients admitted to residential treatment.-BCR's Dan Anderson Research Award is conferred on an annual basis to recognize a published article that has a significant impact on the field of addiction treatment research. In the fall of 2014, Henry R. Kranzler, MD, director, Center for Studies of Addiction at the University of Pennsylvania Perelman School of Medicine, earned the award for his study entitled "Topiramate treatment for heavy drinkers: Moderation by GRIK1 polymorphism," published in 2014 in the American Journal of Psychiatry. This study examined the effectiveness of topiramate treatment in reducing drinking among a sample of heavy drinkers.Professionals in Residence: The 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 two-week 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 and a Course on Addictions and Recovery Education (CARE) is available worldwide. The Minnesota and California sites offer customized programming for larger groups.-In 2014, the Minnesota and California programs welcomed a total of 510 participants.Center for Public Advocacy: In 2014, activities at the Hazelden Betty Ford Foundation's Center for Public Advocacy (CPA) focused on building greater public understanding of addiction and shaping public policy that supports treatment and recovery.-A key initiative was participating in several public forums on the dangers of prescription painkiller misuse. We hosted some of these events and collaborated on others, providing speakers and information.-Another key initiative was continuing to advocate for robust implementation of the federal "parity" law, which expands access to addiction treatment through private health care insurance. The Paul Wellstone and Pete Domenici Mental Health and Addiction Equity Act ends discrimination by insurance companies against people who need addiction treatment. The CPA plays a leading role in the the Parity Implementation Coalition (PIC), which advocates for expansive interpretations of the federal implementing regulations for the law. In conjuction with the PIC, the CPA produced a online "toolkit" that is posted on the Hazelden Betty Ford Foundation website to help people understand and access their rights under the law. The CPA also continues to monitor the implementation of the law.-Federal health care reform was also a key focus of the Center's efforts. Working with other treatment providers, Hazelden Betty Ford Foundation ensured that addiction to alcohol and other drugs was included as a covered illness in the "essential benefits package" under the Affordable Care Act (ACA). Promoting awareness of these benefits for addiction consumers and providers in ACA is an ongoing priority and activity.-Hazelden Betty Ford Foundation hosts a free online Social Community, which provides an easily accessible forum for people all over the world to gather, gain information on addiction and recovery, and share with others their experience, strength, and hope. |
| -The CPA hosted free public-screenings and discussions of the film The Anonymous People, which performs a public service for those in recovery from addiction by highlighting successful recovery stories and empowering those in recovery to speak out, share their own stories, and advocate for recovery-favorable policies. The Social Community hosted a free online screening of the film as well. Over 5,700 people logged on to watch, and afterward, many of them participated in an online discussion featuring several experts.-Not all of the Center's efforts were focused on national public policy. In Minnesota, the Hazelden Betty Ford Foundation has played a leading role with state lawmakers in making the case for the efficacy and cost effectiveness of substance abuse treatment in these tight budgetary times. The Foundation also argued for an increase in state alcohol taxes, with the proceeds to be used to prevent and treat abuse and addiction. In addition, the CPA hosted and participated in a recovery advocacy seminar in St. Paul.-Throughout 2014, the Center's Willam C. Moyers spoke to national conventions, state trade associations, local civic and education groups, and gatherings of people in recovery about the importance of standing up and speaking out for treatment and recovery.-In 2014, Moyers and the Center also engaged the news media in a wide variety of other policy efforts, serving as a key media spokesperson and being featured in newspapers and magazines nationwide. In addition, Moyers authored a weekly syndicated column, "Beyond Addiction," that was distributed nationally. Dean Peterson, former Chief of Staff to retired Congressman Jim Ramstad, has been an energetic presence on behalf of the Foundation and the wider treatment community both in Washington D.C. and Minnesota.-Under the direction of the Hazelden Betty Ford Foundation Speakers Bureau, 34 employees presented to nearly 18,000 attendees at 123 events in 23 states on a broad range of subjects including drug trends, prevention, the opioid crisis, treatment advances, and recovery issues. Community Relations Services: -Through its community relations services, the Hazelden Betty Ford Visitors Program in Center City scheduled and conducted 30 tours for 224 individuals. Volunteers at facilities in Minnesota, Illinois, New York, Oregon and Florida donated 9,436 hours valued at $234,107.-Educational scholarships from Hazelden were awarded totaling $5,200 to students at six high schools in the Twin Cities and the surrounding Center City area. -The Foundation continues its involvement with the Partners for a Drug Free Chisago County, providing expertise, hosting meetings and allowing staff to serve on the organization's board. 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 141 new offerings in 2014, our publications continue to provide inspiration, guidance and encouragement to millions around the world every day. In 2014, Hazelden Publishing generated 41 new products, 45 new distributed products, 8 new services and trainings, 19 new e-books, 5 new apps, 12 translation rights, and 11 new subscriptions. If not for the Hazelden Betty Ford Foundation's mission, 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.-In 2014, through its BookAid program, Hazelden sent 6,113 packages of over 18,000 products that reached the lives of more than 200,000 people through 76 libraries serving programs and institutions in need. BookAid resources were sent to individuals and organizations in the United States and around the world. Hazelden Publishing received over $40,000 in donations for the BookAid program.Hazelden Betty Ford Website: -A new website at hazeldenbettyford.org was launched in 2014 and will become the primary website of the new organization by the end of 2015. The new site is built on state-of-the-art technology and offers a personalized experience for each visitor. In addition to information about the products and services of the Hazelden Betty Ford Foundation, the site continues to provide daily inspirational readings, research findings, a bookstore, and informational articles, as well as access to career opportunities, webinars, a social community, an alcohol screening tool, and online professional education. Over 7 million visits were recorded across all Hazelden Betty Ford Foundation websites in 2014. -The Hazelden Betty Ford Foundation's Social Community-an online network for people interested in recovery from substance use disorders-features blogs, discussion boards, a book club, and online meetings that are accessible to anyone from anywhere in the world. By year's end, 43,000 people had joined the community since its inception 14 years ago. The Hazelden Betty Ford Foundation's Facebook, Twitter, YouTube, and LinkedIn accounts, along with our award-winning mobile apps, provide additional access to recovery resources, providing daily inspiration, information, and fellowship to our diverse constituencies.Resource Center: -In 2014, Hazelden Betty Ford Foundation's Resource Center received more than 203,000 calls and more than 11,000 online inquiries from people seeking information, assistance and products related to addiction issues. Part of the Resource Center's work is connecting people with the help they need, in the form of products, services and free information. For those in need of resources beyond what the Foundation provides, the Resource Center searches its database of more than 30,000 agencies to locate other possible assistance. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $113,755,087 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 845 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1523 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Blaha VP Chief Financial & Administrative Officer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512134006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15251 Pleasant Valley Road | AddressLine1Txt |
| City | Center City | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| The Hon Susan Fox Gillis | |||||||||
| Chairman | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul Gossling | |||||||||
| Vice Chair | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| William Cirone | |||||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mary Turner Pattiz | |||||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Terry Rubenstein | |||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Vaden F Bales | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John K Butler | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Cochener | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marina Forstmann Day | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Engeleiter | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harve Ferrill | |||||||||
| Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James R Greenbaum | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| A John Huss Jr | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Jeon MD | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William J Lammers | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Lund | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cheryl S McKinley | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| A Thomas McLellan PHD | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lester Munson | |||||||||
| Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Austin Olney | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gloria Perez | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Madeline M Redstone | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cini Gannon Robb | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| G Aubrey Serfling | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Sime | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Catherine Lane Weyerhaeuser | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| W Christopher White | |||||||||
| Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Farnham Whitney | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Wilderson Jr PHD | |||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Mishek | |||||||||
| President/CEO | 50.00 | 10.00 | Yes (X) | $741,769 | $0 | $101,222 | |||
| James Blaha | |||||||||
| Treasurer, VP CFO and CAO | 50.00 | 6.00 | Yes (X) | $352,289 | $0 | $54,292 | |||
| Nicholas Motu | |||||||||
| VP Mktg, Comm, Bus Dev, CPA | 50.00 | 0.00 | $319,883 | $0 | $61,913 | Yes (X) | |||
| Ann Bray | |||||||||
| VP Strategic Intitiaves & East Region | 50.00 | 0.00 | $329,713 | $0 | $24,954 | Yes (X) | |||
| Dr Marvin Seppala | |||||||||
| Chief Medical Officer | 50.00 | 0.00 | $551,964 | $0 | $58,727 | Yes (X) | |||
| Valerie Slaymaker | |||||||||
| VP Educ, Quality & Research | 50.00 | 0.00 | $254,564 | $0 | $38,904 | Yes (X) | |||
| Mark Sheets | |||||||||
| Exec Director, Youth Continnum | 50.00 | 0.00 | $261,795 | $0 | $55,613 | Yes (X) | |||
| James Steinhagen | |||||||||
| VP SW Region/Administrator BFC | 50.00 | 0.00 | $306,178 | $0 | $52,670 | Yes (X) | |||
| John Driscoll | |||||||||
| VP Midwest Region | 50.00 | 0.00 | $281,045 | $0 | $56,292 | Yes (X) | |||
| Jan Vondrachek | |||||||||
| VP Pacific NW Region | 50.00 | 0.00 | $252,080 | $0 | $34,100 | Yes (X) | |||
| Sharon Birnbaum | |||||||||
| Corp Director HR | 50.00 | 0.00 | $231,843 | $0 | $52,319 | Yes (X) | |||
| Jana Olslund | |||||||||
| VP Philanthropy | 50.00 | 0.00 | $384,638 | $0 | $22,210 | Yes (X) | |||
| William Moyers | |||||||||
| VP Public Affairs & Comm Relations | 45.00 | 0.00 | $241,927 | $0 | $40,222 | Yes (X) | |||
| Dr Joseph Lee | |||||||||
| Youth Continuum Medical Director | 50.00 | 0.00 | $276,389 | $0 | $63,636 | Yes (X) | |||
| George Dawson | |||||||||
| Psychatrist | 50.00 | 0.00 | $234,973 | $0 | $39,345 | Yes (X) | |||
| Dr Laura Moss | |||||||||
| Medical Director | 50.00 | 0.00 | $267,492 | $0 | $37,710 | Yes (X) | |||
| Dr Pamela Shultz | |||||||||
| Medical Director | 50.00 | 0.00 | $250,803 | $0 | $46,802 | Yes (X) | |||
| Robert Poznanovich | |||||||||
| Exec Director, Business Development | 50.00 | 0.00 | $263,987 | $0 | $33,583 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,803,332 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $874,514 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 90 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexho Inc & Affilliates | |||||
| 4800 Paysphere Circle | Chicago | IL | 60674 | Food Service | $1,939,027 |
| RR Donnelley | |||||
| 111 South Wacker Drive | Chicago | IL | 60606 | Warehouse management | $654,006 |
| Xerox Corporation | |||||
| 45 Glover Avenue | Norwalk | CT | 06856 | Duplication services | $593,427 |
| Microsoft Licensing Group | |||||
| 1950 N Stemmons Fwy Ste 5010 | Dallas | TX | 75207 | Computer services | $513,275 |
| Datalink Corporation | |||||
| 10050 Crosstown Circle Suite 500 | Eden Prairie | MN | 55344 | Computer services | $462,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 25 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $80,190 | FundraisingAmt |
| All Other Contributions | $6,349,115 | AllOtherContributionsAmt |
| Noncash Contributions | $559,448 | NoncashContributionsAmt |
| Total Contributions | $6,429,305 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Addiction Treatment | 623990 | $117,121,976 | $117,121,976 |
| Publishing | 511130 | $20,622,620 | $20,622,620 |
| Higher Education | 611600 | $3,798,899 | $3,798,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $141,543,495 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,248 | TotalRevenueColumnAmt |
| Exclusion | $698,248 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,844,306 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,954,365 | SecuritiesAmt |
| Other | $8,206 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,889,941 | SecuritiesAmt |
| Other | -$8,206 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,881,735 | TotalRevenueColumnAmt |
| Exclusion | $4,881,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $80,190 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $42,634 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,934 | TotalRevenueColumnAmt |
| Exclusion | -$19,934 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Corporate support fee | 561000 | $10,938,196 | $10,938,196 | |
| Personal property rent | 900002 | $19,469 | $19,469 | |
| Income from Partnership | 900003 | -$64,245 | -$64,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,893,420 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,426,269 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,481,691 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$44,776 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,560,049 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,153 | TotalAmt |
| Program Services | $566,153 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,163,130 | TotalAmt |
| Program Services | $2,197,872 | ProgramServicesAmt |
| Management And General | $2,619,437 | ManagementAndGeneralAmt |
| Fundraising | $345,821 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,391,963 | TotalAmt |
| Program Services | $48,741,842 | ProgramServicesAmt |
| Management And General | $10,681,577 | ManagementAndGeneralAmt |
| Fundraising | $968,544 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,246,033 | TotalAmt |
| Program Services | $2,684,331 | ProgramServicesAmt |
| Management And General | $492,988 | ManagementAndGeneralAmt |
| Fundraising | $68,714 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,383,206 | TotalAmt |
| Program Services | $8,223,927 | ProgramServicesAmt |
| Management And General | $1,935,568 | ManagementAndGeneralAmt |
| Fundraising | $223,711 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,570,418 | TotalAmt |
| Program Services | $3,586,878 | ProgramServicesAmt |
| Management And General | $887,680 | ManagementAndGeneralAmt |
| Fundraising | $95,860 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,041 | TotalAmt |
| Program Services | $32,805 | ProgramServicesAmt |
| Management And General | $802,236 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,910 | TotalAmt |
| Program Services | $1,248 | ProgramServicesAmt |
| Management And General | $122,662 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,060 | TotalAmt |
| Management And General | $92,060 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,000 | TotalAmt |
| Program Services | $15,612 | ProgramServicesAmt |
| Management And General | $12,075 | ManagementAndGeneralAmt |
| Fundraising | $313 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,389,117 | TotalAmt |
| Program Services | $6,625,573 | ProgramServicesAmt |
| Management And General | $1,697,382 | ManagementAndGeneralAmt |
| Fundraising | $66,162 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,756,641 | TotalAmt |
| Program Services | $3,412,422 | ProgramServicesAmt |
| Management And General | $1,032,993 | ManagementAndGeneralAmt |
| Fundraising | $311,226 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,602,833 | TotalAmt |
| Program Services | $2,883,993 | ProgramServicesAmt |
| Management And General | $1,657,326 | ManagementAndGeneralAmt |
| Fundraising | $61,514 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,473 | TotalAmt |
| Program Services | $91,397 | ProgramServicesAmt |
| Management And General | $3,191,339 | ManagementAndGeneralAmt |
| Fundraising | $1,737 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,293,281 | TotalAmt |
| Program Services | $2,293,281 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,128,630 | TotalAmt |
| Program Services | $2,327,352 | ProgramServicesAmt |
| Management And General | $725,934 | ManagementAndGeneralAmt |
| Fundraising | $75,344 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,552,380 | TotalAmt |
| Program Services | $1,690,855 | ProgramServicesAmt |
| Management And General | $756,292 | ManagementAndGeneralAmt |
| Fundraising | $105,233 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,972 | TotalAmt |
| Program Services | $355,703 | ProgramServicesAmt |
| Management And General | $82,238 | ManagementAndGeneralAmt |
| Fundraising | $1,031 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,223 | TotalAmt |
| Program Services | $1,306,051 | ProgramServicesAmt |
| Management And General | $212,651 | ManagementAndGeneralAmt |
| Fundraising | $5,521 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,715,683 | TotalAmt |
| Program Services | $11,594,037 | ProgramServicesAmt |
| Management And General | $3,000,903 | ManagementAndGeneralAmt |
| Fundraising | $120,743 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Cost of materials sold | $3,257,060 | $3,257,060 | |
| Medicine and drugs | $2,790,067 | $2,790,067 | |
| Food | $2,626,443 | $2,427,001 | $199,442 |
| Provision for bad debt | $2,626,144 | $2,626,144 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,308,853 | TotalAmt |
| Program Services | $4,023,483 | ProgramServicesAmt |
| Management And General | $1,257,490 | ManagementAndGeneralAmt |
| Fundraising | $27,880 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,694,714 | TotalAmt |
| Program Services | $113,755,087 | ProgramServicesAmt |
| Management And General | $31,460,273 | ManagementAndGeneralAmt |
| Fundraising | $2,479,354 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,601,719 | BOYAmt |
| EOY | $6,505,572 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,097,966 | BOYAmt |
| EOY | $2,368,190 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,336,309 | BOYAmt |
| EOY | $12,458,716 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,064 | BOYAmt |
| EOY | $144,087 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,801,119 | BOYAmt |
| EOY | $4,125,985 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,141 | BOYAmt |
| EOY | $1,152,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $270,632,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,867,447 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,506,743 | BOYAmt |
| EOY | $141,765,452 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,725,529 | BOYAmt |
| EOY | $80,095,165 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,193,694 | BOYAmt |
| EOY | $77,520,020 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,195,450 | BOYAmt |
| EOY | $71,376,128 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,826,734 | BOYAmt |
| EOY | $397,511,338 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,094,084 | BOYAmt |
| EOY | $26,487,943 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,765 | BOYAmt |
| EOY | $1,504,588 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,100,000 | BOYAmt |
| EOY | $58,420,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,450,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,441,673 | BOYAmt |
| EOY | $25,845,296 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,191,522 | BOYAmt |
| EOY | $114,707,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,689,046 | BOYAmt |
| EOY | $256,134,717 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,491,444 | BOYAmt |
| EOY | $5,795,700 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,454,722 | BOYAmt |
| EOY | $20,873,094 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,635,212 | BOYAmt |
| EOY | $282,803,511 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,826,734 | BOYAmt |
| EOY | $397,511,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,731,555 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,581,310 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$981,946 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $2,671 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $43,999 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $365,454 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $412,124 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | In 2014, the effort to confront the growing prescription pain pill and heroin epidemic was a key initiative of Hazelden Betty Ford's Center for Public Advocacy. By informing audiences and key stakeholders about important issues like these, Hazelden Betty Ford's goal is to improve the formulation of policy at its earliest stage, thereby improving access to treatment for people in need and supporting their continued recovery after treatment. These efforts are coordinated through the organization's Center for Public Advocacy. The Center also supports each Hazelden Betty Ford facility, its employees and other interested stakeholders by responding to requests and providing them with information on relevant federal, state and local legislation. The Center participated in several public forums on the dangers of prescription painkiller misuse. The Center hosted some of these events and collaborated on others, providing speakers and information as part of our focus on influencing public perception and awareness through education about addiction, treatment and recovery. Hazelden Betty Ford's advocacy and policy efforts also focused on advocating for robust implementation of the federal "parity" law, which expands access to addiction treatment through private health care insurance. The "Paul Wellstone and Pete Domenici Mental Health and Addiction Equity Act" ends discrimination by insurance companies against people who need addiction treatment. The Center for Public Advocacy plays a leading role in the Parity Implementation Coalition (PIC), which advocates for expansive interpretations of the federal implementing regulations for the law. In conjunction with the PIC, the CPA produced an online "toolkit" that is posted on the Hazelden Betty Ford website to help people understand and access their rights under the law. The CPA also continues to monitor the implementation of the law. Ahead of implementation, Hazelden Betty Ford's Center for Public Advocacy produced an 8-page consumer brochure to inform patients, their families, businesses large and small and civic organizations about the changes in coverage. Hazelden Betty Ford was also active in the implementation of the Affordable Care Act (ACA). The new law contains a number of benefits for addiction consumers and providers. Hazelden Betty Ford is part of the Coalition for Whole Health, a group of addiction and mental health organizations that raised awareness of substance abuse treatment and recovery issues in the debate and during the implementation phase, as well as of state-based groups working to implement the federal law at the state level. In addition, the Hazelden Betty Ford Foundation hosts a free online Social Community, which provides an easily accessible forum for people all over the country and world to gather, gain information on addiction and recovery, and share with others their experience, strength and hope. Finally, the Center for Public Advocacy hosted free public screenings and discussions of the film The Anonymous People, which performs a public service for those in recovery from addiction by highlighting successful recovery stories and empowering those in recovery to speak out, share their own stories and advocate for recovery-favorable policies. The Social Community hosted a free online screening of the film as well. Over 5,700 people logged on to watch, and many of them participated in an online discussion after the film featuring several experts. Not all of the center's efforts were focused on national public policy. In Minnesota, Hazelden Betty Ford has played a leading role with state lawmakers in making the case for the efficacy and cost-effectiveness of substance abuse treatment in these tight budgetary times. Hazelden Betty Ford also argued for an increase in state alcohol taxes, with the proceeds to be used to prevent and treat alcohol abuse and addiction. In addition, the CPA hosted and participated in a recovery advocacy seminar in St. Paul. Hazelden Betty Ford regularly receives requests for information on addiction, treatment and recovery issues from federal, state and local legislatures and governments. Membership in associations related to the addiction field and the preservation of the services we provide allows Hazelden Betty Ford to join forces with others sharing similar concerns and interests. Hazelden Betty Ford tapped its resources to influence policy and public attitudes by engaging the news media and collaborating with grassroots community-based organizations across the country on local, state and federal policy issues. And under the direction of the Hazelden Betty Ford Speakers Bureau, which is part of the Center for Public Advocacy, a wide range of employees presented at events throughout the country on a broad range of subjects including drug trends, prevention, the opioid crisis, treatment advances, and recovery issues. Hazelden Betty Ford's Center for Public Advocacy advances these Guiding Principles: Addiction to alcohol and other drugs is a chronic illness and a public health problem affecting all Americans; addiction is a treatable illness with measurable outcomes of success, and Hazelden Betty Ford's treatment modality offers people the best opportunity to find lifelong recovery; standardized treatment outcomes are integral to ensuring that people receive proper care. These outcome standards must also help to define the treatment field's role in the continuum of health care services at the state and federal level; all people with addiction disease deserve to find recovery through a level of treatment and related services that is appropriate to meet their individual needs; the stigma of addiction is a major barrier to recovery; access to care will improve by ending discrimination against people with this illness. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $570,881 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,609,984 | BeginningYearBalanceAmt |
| Contributions | $433,839 | ContributionsAmt |
| Investment Earnings Or Losses | $789,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $909,024 | OtherExpendituresAmt |
| End Year Balance | $23,924,016 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,276,984 | BeginningYearBalanceAmt |
| Contributions | -$895,535 | ContributionsAmt |
| Investment Earnings Or Losses | $3,113,248 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $884,713 | OtherExpendituresAmt |
| End Year Balance | $23,609,984 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,241,452 | BeginningYearBalanceAmt |
| Contributions | $385,331 | ContributionsAmt |
| Investment Earnings Or Losses | $2,484,179 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $833,978 | OtherExpendituresAmt |
| End Year Balance | $22,276,984 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,560,549 | BeginningYearBalanceAmt |
| Contributions | $71,978 | ContributionsAmt |
| Investment Earnings Or Losses | -$548,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $842,932 | OtherExpendituresAmt |
| End Year Balance | $20,241,452 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,187,298 | BeginningYearBalanceAmt |
| Contributions | $117,515 | ContributionsAmt |
| Investment Earnings Or Losses | $2,160,784 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $905,048 | OtherExpendituresAmt |
| End Year Balance | $21,560,549 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86820 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,233,269 | OtherCostOrOtherBasisAmt |
| Book Value | $7,233,269 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,102,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,832,195 | DepreciationAmt |
| Book Value | $100,270,652 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $719,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $497,359 | DepreciationAmt |
| Book Value | $222,076 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,163,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,410,729 | DepreciationAmt |
| Book Value | $15,752,574 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,414,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,127,164 | DepreciationAmt |
| Book Value | $18,286,881 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $141,765,452 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,134,239 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PIMCO Stockplus Limited Partner | $20,092,352 | F |
| AT MLP Fund, LLC | $8,772,719 | F |
| Rimrock High Income Plus Fund LTD | $6,489,386 | F |
| Commingled International Investors | $14,127,818 | F |
| Fir Tree International Value Fund | $6,510,267 | F |
| Lighthouse Global | $6,676,847 | F |
| Discovery Global Macro LTD Series 1 | $6,052,824 | F |
| Pine River Fund Initial Series 1 | $6,663,568 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $77,520,020 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (13 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Intercompany Receivables | $58,203,483 |
| Film and Video Costs, net | $140,322 |
| CSV Life Insurance | $208,616 |
| Capitalized Finance Costs, net | $987,445 |
| Curriculum Costs, net | $119,935 |
| Collections | $570,881 |
| Goodwill-Springbrook | $2,187,766 |
| Long Term Receivable-Irrevocable Trust | $150,000 |
| Non-compete Agreement-Beaverton | $340,598 |
| FCD due to/due from | $70,128 |
| BFC due to/due from | -$1,013,738 |
| DDAS due to/due from | $4,286 |
| 2014 bond issue | $9,406,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $71,376,128 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligation | $443,095 |
| Intercompany Payables | $24,922,201 |
| Sodexho contract obligation | $480,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,845,296 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Hazelden 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 accordance with the accounting standard on Accounting for Uncertainty in Income Taxes, the Foundation addresses the determination of whether tax benefits claimed on a tax return should be recorded in the financial statements. Under this guidance, the 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 the Foundation and various positions related to the potential sources of unrelated business taxable income. There were no unrecognized tax benefits identified or recorded as liabilities during fiscal year 2014. Open tax years subject to examination by the U.S and state taxing authorities are for the years 2012 to 2014, which statutes expire in 2015 to 2017, respectively. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and Caribbean | 0 | 1 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $5,722 |
| East Asia and Pacific | 0 | 1 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $61,662 |
| Europe | 0 | 1 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $32,618 |
| Middle East and North Africa | 0 | 0 | Program Services | Education and preventive instruction is provided to high school students, parents and educators. | $13,013 |
| North America | 0 | 1 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $1,753 |
| Russia and Neighboring States | 0 | 0 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $4,928 |
| South America | 0 | 0 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $24,490 |
| South Asia | 0 | 0 | Program Services | Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $7,589 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Education and preventive instruction is provided to high school students, parents and educators. | $10,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $151,775 | SubtotalSpentAmt |
| Continuation Spent | $10,244 | ContinuationSpentAmt |
| Total Spent | $162,019 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf and Tennis Tournament | Event1Nm |
| Gross Receipts Event1 | $102,890 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,190 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,392 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,354 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,888 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $102,890 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $80,190 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,700 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,392 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,354 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,888 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,634 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$19,934 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Scholarships for Graduate School of Addiction Studies | 119 | $479,953 | Book |
| Scholarships for Professionals in Residence Training | 81 | $81,000 | Book |
| Educational assistance for local high school students | 6 | $5,200 | Book |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 training program 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Mishek | ||||||||||||||
| President/CEO | $503,336 | $0 | $232,889 | $0 | $5,544 | $0 | $78,096 | $0 | $24,807 | $0 | $844,672 | $0 | $0 | $0 |
| James Blaha | ||||||||||||||
| Treasurer, VP CFO and CAO | $260,370 | $0 | $90,119 | $0 | $1,800 | $0 | $34,815 | $0 | $20,555 | $0 | $407,659 | $0 | $0 | $0 |
| Nicholas Motu | ||||||||||||||
| VP Mktg, Comm, Bus Dev, CPA | $244,833 | $0 | $73,332 | $0 | $1,718 | $0 | $31,148 | $0 | $31,806 | $0 | $382,837 | $0 | $0 | $0 |
| Ann Bray | ||||||||||||||
| VP Strategic Intitiaves & East Regio | $252,473 | $0 | $75,557 | $0 | $1,683 | $0 | $24,954 | $0 | $1,043 | $0 | $355,710 | $0 | $0 | $0 |
| Dr Marvin Seppala | ||||||||||||||
| Chief Medical Officer | $395,726 | $0 | $133,363 | $0 | $22,875 | $0 | $35,700 | $0 | $24,463 | $0 | $612,127 | $0 | $0 | $0 |
| Valerie Slaymaker | ||||||||||||||
| VP Educ, Quality & Research | $195,788 | $0 | $58,334 | $0 | $442 | $0 | $23,327 | $0 | $16,474 | $0 | $294,365 | $0 | $0 | $0 |
| Mark Sheets | ||||||||||||||
| Exec Director, Youth Continnum | $204,964 | $0 | $54,669 | $0 | $2,162 | $0 | $24,848 | $0 | $31,702 | $0 | $318,345 | $0 | $0 | $0 |
| James Steinhagen | ||||||||||||||
| VP SW Region/Administrator BFC | $248,096 | $0 | $56,599 | $0 | $1,483 | $0 | $29,543 | $0 | $24,154 | $0 | $359,875 | $0 | $0 | $0 |
| John Driscoll | ||||||||||||||
| VP Midwest Region | $220,559 | $0 | $60,138 | $0 | $348 | $0 | $27,078 | $0 | $30,242 | $0 | $338,365 | $0 | $0 | $0 |
| Jan Vondrachek | ||||||||||||||
| VP Pacific NW Region | $200,813 | $0 | $49,960 | $0 | $1,307 | $0 | $22,862 | $0 | $12,149 | $0 | $287,091 | $0 | $0 | $0 |
| Sharon Birnbaum | ||||||||||||||
| Corp Director HR | $176,516 | $0 | $54,135 | $0 | $1,192 | $0 | $21,554 | $0 | $31,631 | $0 | $285,028 | $0 | $0 | $0 |
| Jana Olslund | ||||||||||||||
| VP Philanthropy | $331,250 | $0 | $53,121 | $0 | $267 | $0 | $8,758 | $0 | $14,396 | $0 | $407,792 | $0 | $0 | $0 |
| William Moyers | ||||||||||||||
| VP Public Affairs & Comm Relations | $202,806 | $0 | $37,774 | $0 | $1,347 | $0 | $22,338 | $0 | $18,802 | $0 | $283,067 | $0 | $0 | $0 |
| Dr Joseph Lee | ||||||||||||||
| Youth Continuum Medical Director | $275,972 | $0 | $0 | $0 | $417 | $0 | $28,972 | $0 | $35,802 | $0 | $341,163 | $0 | $0 | $0 |
| George Dawson | ||||||||||||||
| Psychatrist | $232,515 | $0 | $0 | $0 | $2,458 | $0 | $16,218 | $0 | $24,160 | $0 | $275,351 | $0 | $0 | $0 |
| Dr Laura Moss | ||||||||||||||
| Medical Director | $265,748 | $0 | $0 | $0 | $1,744 | $0 | $25,471 | $0 | $13,292 | $0 | $306,255 | $0 | $0 | $0 |
| Dr Pamela Shultz | ||||||||||||||
| Medical Director | $248,156 | $0 | $0 | $0 | $2,647 | $0 | $24,973 | $0 | $22,873 | $0 | $298,649 | $0 | $0 | $0 |
| Robert Poznanovich | ||||||||||||||
| Exec Director, Business Development | $230,192 | $0 | $32,266 | $0 | $1,529 | $0 | $25,644 | $0 | $8,968 | $0 | $298,599 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | A personal residence was leased by Hazelden Betty Ford Foundation for use by Mark Mishek, President and CEO, while conducting business in California. His extended stay was necessary to orchestrate the eventual acquisition of Betty Ford Center with Hazelden Foundation in early 2014. |
| Part I, Line 4b | Mark Mishek, President and CEO, participated in a nonqualified retirement plan in the amount of $42,396. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| City of Center City MN | ||||||||
| A | 416005039 | 151452AT6 | 2011-11-14 | $20,095,000 | Expansion and renovation of Plymouth facility | 0 | 0 | 0 |
| City of Center City MN | ||||||||
| B | 416005039 | 151452BM0 | 2014-07-23 | $41,439,310 | Expansion and improvements at St. Paul and Center City locations | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $405,000 | $20,210,373 | $370,566 | $19,839,807 | 2013 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $41,441,547 | $434,310 | $9,304,588 | Yes (1) | 0 | Yes (1) | Yes (1) | $22,305,000 | $9,397,649 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Credit Agricole | |||||||||||
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | Corp and Investment | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $559,448 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Gross selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | 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 by Hazelden. The stocks/securities are sent to the brokerage firm and are sold at fair market value with the gross proceeds deposited into Hazelden's cash account. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | 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 and General Counsel 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 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 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'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 CEO was most recently done in March 2015. The compensation review for other officers and key employees was completed in April 2015. |
| 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.hazelden.org. The governing documents and conflict of interest policy are not available for public inspection. |
| Form 990, Part XI, line 9: | Loss on Interest Rate Swap Agreements -701,905. Non-operating legal settlement -282,000. Rounding 1,959. |
| Part VI, Section A: | 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 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (1) |
| Hazelden New York | ||||||||||
| PO Box 11 | Center City | MN | 55012 | 133673215 | Addiction recovery services, including outpatient, continuing care | NY | 501 (c)3 | 7 | Hazelden Betty Ford Foundation | Yes (1) |
| The Betty Ford Center | ||||||||||
| PO Box 11 | Center City | MN | 55012 | 953863994 | Addiction recovery services, family and childrens programs, training | CA | 501 (c)3 | 3 | Hazelden Betty Ford Foundation | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Hazelden Chicago | ||
| Q | $1,059,255 | Fair Market Value |
| Hazelden New York | ||
| Q | $1,133,154 | Fair Market Value |
| The Betty Ford Center | ||
| Q | $8,674,938 | Fair Market Value |