MILLER DWAN FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILLER DWAN FOUNDATION (EIN 23-7396466)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349302916
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:10:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4150 2ND STREET SOUTH SUITE 400 | AddressLine1Txt |
| City | ST CLOUD | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237396466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER-DWAN FOUNDATION AND SUBSIDIARIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2187862823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W SUPERIOR ST HOLIDAY CTR 110 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI MARCINIAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2187862823 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELICA KRAUTKRAMER EA | PreparerPersonNm |
| PTIN | P02005570 | PTIN |
| Phone | 3202035500 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRACI MARCINIAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W SUPERIOR ST HOLIDAY CTR 110 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,679,112 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILLERDWANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MILLER-DWAN FOUNDATION IMPROVES THE HEALTH OF THE PEOPLE OF OUR REGION THROUGH THE CREATION OF IMPACTFUL COMMUNITY SOLUTIONS THAT OVERCOME BARRIERS. WE SUPPORT THE FUTURE AND THE LEGACY OF MILLER-DWAN MEDICAL CENTER, POLINSKY MEDICAL REHABILIATION CENTER, COLVAY HOSPICE HOUSE, AMBERWING - CENTER FOR YOUTH & FAMILY WELL-BEING AND OTHER INITIATIVES FOR OUR REGION'S HEALTH. BY COMING TOGETHER WITH OTHERS WHO SHARE OUR VISION AND PASSION, WE ARE ABLE TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE EVERY DAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,728,684 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,653,609 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,098 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,661 | CYProgramServiceRevenueAmt |
| PY Investment Income | $574,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,386,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$195,803 | PYOtherRevenueAmt |
| CY Other Revenue | -$169,301 | CYOtherRevenueAmt |
| PY Total Revenue | $2,141,175 | PYTotalRevenueAmt |
| CY Total Revenue | $3,892,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,139,821 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,233,547 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $852,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,057,730 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $121,100 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,033,404 | PYOtherExpensesAmt |
| CY Other Expenses | $1,107,798 | CYOtherExpensesAmt |
| PY Total Expenses | $3,025,551 | PYTotalExpensesAmt |
| CY Total Expenses | $3,399,075 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$884,376 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $493,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,362,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,941,867 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $520,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,195,152 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,842,199 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,746,715 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MILLER-DWAN FOUNDATION IMPROVES THE HEALTH OF THE PEOPLE OF OUR REGION THROUGH THE CREATION OF IMPACTFUL COMMUNITY SOLUTIONS THAT OVERCOME BARRIERS. WE SUPPORT THE FUTURE AND THE LEGACY OF MILLER-DWAN MEDICAL CENTER, POLINSKY MEDICAL REHABILIATION CENTER, COLVAY HOSPICE HOUSE, AMBERWING - CENTER FOR YOUTH & FAMILY WELL-BEING AND OTHER INITIATIVES FOR OUR REGION'S HEALTH. BY COMING TOGETHER WITH OTHERS WHO SHARE OUR VISION AND PASSION, WE ARE ABLE TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE EVERY DAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,708,228 | ExpenseAmt |
| Grant | $888,535 | GrantAmt |
| Desc | THE FOUNDATION SUPPORTS MEANINGFUL HEALTHCARE PROGRAMS ON THE MEDICAL CAMPUS AND IN THE COMMUNITY. GRANTS ARE MADE THROUGHOUT THE YEAR TO IMPROVE HEALTHCARE IN OUR REGION AND ARE PRIMARILY FOCUSED ON ADULT AND ADOLESCENT MENTAL HEALTH, HOSPICE, PHYSICAL REHABILITATION, CANCER CARE, BURN CARE AND SURGICAL SERVICES.GRANTMAKING AND DESIGNATED FUND SUPPORT:THE MILLER-DWAN FOUNDATION PROVIDES GRANTS TO ADVANCE HEALTH, HEALING, AND WELLNESS IN NORTHEASTERN MINNESOTA AND NORTHWESTERN WISCONSIN. THROUGH DESIGNATED FUNDS AND STRATEGIC GRANTMAKING, THE FOUNDATION SUPPORTS PROJECTS ALIGNED WITH ITS MISSIONPRIMARILY IN THE AREAS OF MENTAL HEALTH, PHYSICAL REHABILITATION, HOSPICE CARE, AND SERVICES FOR INDIVIDUALS WITH DISABILITIES. IN THE REPORTING YEAR, GRANTS WERE AWARDED TO SUPPORT PATIENT CARE ENHANCEMENTS, INNOVATIVE THERAPIES, STAFF EDUCATION, COMMUNITY OUTREACH, AND THE PURCHASE OF SPECIALIZED MEDICAL AND THERAPEUTIC EQUIPMENT. THE FOUNDATION ALSO MANAGES DONOR-DIRECTED FUNDS THAT BENEFIT DEPARTMENTS OF THE FORMER MILLER-DWAN MEDICAL CENTER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $552,351 | ExpenseAmt |
| Grant | $11,883 | GrantAmt |
| Revenue | $21,661 | RevenueAmt |
| Desc | NORTHLAND ADAPTIVE RECREATION:NORTHLAND ADAPTIVE RECREATION (NAR) IS A NEWLY ACQUIRED LLC OF THE MILLER-DAWN FOUNDATION. NAR IS A REGIONAL INITIATIVE THAT EXPANDS ACCESS TO OUTDOOR AND RECREATIONAL ACTIVITIES FOR INDIVIDUALS WITH PHYSICAL DISABILITIES. THROUGH THIS PROGRAM, ADAPTIVE EQUIPMENT AND INCLUSIVE PROGRAMMINGSUCH AS KAYAKING, CROSS-COUNTRY SKIING, AND BIKINGARE MADE AVAILABLE TO INDIVIDUALS OF ALL ABILITIES. THE PROGRAM PROMOTES PHYSICAL WELLNESS, SOCIAL INCLUSION, AND COMMUNITY ENGAGEMENT FOR THOSE WHO MAY OTHERWISE BE EXCLUDED FROM TRADITIONAL RECREATION OPPORTUNITIES. FUNDING HELPED PURCHASE ADAPTIVE GEAR, SUPPORT INSTRUCTOR TRAINING, AND INCREASE COMMUNITY AWARENESS. IN 2024, NAR SERVED 139 PARTICIPANTS, HAD 343 OUTINGS AND PROVIDED 4,600 HOURS OF SERVICE. IN THE LONG-TERM, NAR IS EXPECTED TO GROW BEYOND ITS CURRENT REGION AND EXPAND PROGRAM OFFERINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $452,134 | ExpenseAmt |
| Desc | PROBLEM MANAGEMENT PLUS (PM+), HOPE X:THE MILLER-DWAN FOUNDATION INITIATED THE IMPLEMENTATION OF PROBLEM MANAGEMENT PLUS (PM+), A WORLD HEALTH ORGANIZATION-DEVELOPED, EVIDENCE-BASED MENTAL HEALTH INTERVENTION. PM+ IS DESIGNED TO BE DELIVERED BY TRAINED NON-CLINICIANS TO INDIVIDUALS EXPERIENCING PSYCHOLOGICAL DISTRESS, PARTICULARLY IN LOW-RESOURCE SETTINGS. IN 2022-2023, THE FOUNDATION FUNDED THE LAUNCH OF PM+ IN THE REGION TO INCREASE ACCESS TO EARLY MENTAL HEALTH SUPPORT AND REDUCE BARRIERS TO CARE. THE PROGRAM HELPS INDIVIDUALS MANAGE STRESS, SOLVE PRACTICAL PROBLEMS, AND STRENGTHEN SOCIAL SUPPORT. FUNDING SUPPORTED FACILITATOR TRAINING, OUTREACH, AND INITIAL DELIVERY TO COMMUNITY PARTICIPANTS. ARCAMIND, A NEWLY FORMED LLC OF THE MILLER-DWAN FOUNDATION, IS THE FOUNDATION'S TRAINING ENTITY PROVIDING PM+, PSYCHOLOGICAL FIRST AID AND DIALECTICAL BEHAVIOR SKILLS BUILDING (DBT). IN 2026, ARCAMIND WILL LAUNCH EASE, A PROGRAM SIMILAR TO PM+, BUT DESIGNED SPECIFICALLY FOR CHILDREN AND ADOLESCENTS. THE LONG-TERM GOAL IS TO PROMOTE SYSTEM TRANSFORMATION BY CHANGING THE WAY MENTAL HEALTH CARE IS PROVIDED IN THE UNITED STATES. IN 2024, 23 PM+ HELPERS WERE TRAINED WITH 13 COMMUNITY ORGANIZATIONS PARTICIPATING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $304,879 | $52,780 | SOLVAY HOSPICE HOUSE:SOLVAY HOSPICE HOUSE PROVIDES RESIDENTIAL END-OF-LIFE CARE IN A HOME-LIKE ENVIRONMENT. IN 2024, THE FOUNDATION SUPPORTED 209 PATIENTS AT THE END OF LIFE. SERVICES FOCUS ON COMFORT, DIGNITY, AND FAMILY SUPPORT. THE FOUNDATION'S ARTCETERA GALA RAISED OVER $100,000 TO SUPPORT MENTAL HEALTH AND HOSPICE SERVICES. IN 2024, THE MILLER-DWAN FOUNDATION PROVIDED NEARLY $100,000 IN COMPASSIONATE CARE AND MORE THAN $300,000 IN BUILDING UPDATES. MILLER-DWAN FOUNDATION'S LONG-TERM GOAL IS TO CONTINUE TO PROVIDE SUSTAINABLE SOLVAY HOSPICE HOUSE CARE. |
| $16,521 | $79,659 | AMBERWING CENTER FOR YOUTH & FAMILY WELL-BEING:AMBERWING, A MENTAL HEALTH OUTPATIENT CENTER WHICH OPENED IN 2012, PROVIDES SHORT-TERM INTENSIVE TREATMENT FOR CHILDREN, ADOLESCENTS, AND FAMILIES. THE PROGRAM SERVED NEARLY 5,000 YOUTH AND FAMILIES BY ITS 10TH ANNIVERSARY IN 2022. SERVICES INCLUDE GROUP, INDIVIDUAL, AND FAMILY THERAPY, PLUS INTEGRATIVE SUPPORTS LIKE MOVEMENT, MUSIC AND ART THERAPY. THE PROGRAM PROMOTES EMOTIONAL HEALING, FAMILY COHESION, AND LONG-TERM WELL-BEING. IN 2024, PROGRAM IMPROVEMENTS INCLUDED A MOVE FROM 3 TO 4 WEEKS OF PROGRAMMING PER CHILD WITH 400 YOUTH SERVED. 67% OF THOSE YOUTH SAW IMPROVEMENT IN SEVERE BEHAVIORAL HEALTH IMPAIRMENT. 83% IMPROVED ON ONE MORE OUTCOME INDICATORS (SCHOOL, HOME, MOOD, SELF-HARM AND SUBSTANCE ABUSE. LONG-TERM, THE MILLER-DWAN FOUNDATION WILL CAPITALIZE ON THE SUCCESS OF AMBERWING EXPANDING PROGRAMMING TO SERVE MORE YOUTH AND FAMILIES ALONG THE CONTINUUM OF CARE. |
| $200,690 | POLINSKY MEDICAL REHABILITATION CENTER:MILLER-DWAN FOUNDATION IS THE FUNDING ENTITY FOR POLINSKY MEDICAL REHABILITATION CENTER PURCHASING EQUIPMENT AND EDUCATION FOR THERAPISTS TO REMAIN FULLY CARF-CERTIFIED AND ON THE CUTTING-EDGE OF CARE. FOR EXAMPLE, IN 2024, 29 THERAPISTS WERE TRAINED IN CHRONIC PAIN, FUNCTION MOVEMENT DISORDERS, POST CONCUSSIVE CARE AND PERSISTENT POSTURAL PERCEPTION DEFICITS. 50 THERAPISTS WERE TRAINED TO PROVIDE PELVIC FLOOR THERAPY. MORE THAN $200,000 IN PHYSICAL MEDICAL REHABILITATION FUNDING WAS DELIVERED TO SUPPORT OUTPATIENT REHABILITATION IN 2024.THE FOUNDATION SUPPORTS INPATIENT AND OUTPATIENT REHABILITATION AT MILLER-DWAN MEDICAL CENTER. IN 2024, THE TOTAL HOSPITAL LENGTH FOR PATIENTS SERVED WAS 1 DAY SHORTER THAN THE NATIONAL AVERAGE, HELPING PATIENTS GET BACK TO THE COMMUNITY SOON. THIS CAN BE ATTRIBUTED TO THE STATE-OF-THE-ART EQUIPMENT PURCHASES AND TRAINING PROVIDED BY THE MILLER-DWAN FOUNDATION EXAMPLES OF THIS SUPPORT INCLUDE THE INTRODUCTION OF VIRTUAL REALITY TECHNOLOGY TO ENHANCE MOBILITY, COGNITION, AND BALANCE THERAPIES. | |
| ANIMAL-ASSISTED THERAPY:EXPANDED THE ANIMAL-ASSISTED THERAPY PROGRAM BY ADDING 4 NEW THERAPY DOGS AND REVIVING VOLUNTEER PET VISITS. ENGAGED PATIENTS THROUGH EMOTIONAL AND MOTIVATIONAL THERAPEUTIC ENCOUNTERS WITH ANIMALS INCLUDING MINIATURE HORSES AND A NEWFOUNDLAND THERAPY DOG.COMMUNITY OUTREACH:FUNDED A PEDIATRIC THERAPY LENDING CLOSET IN NORTHERN WISCONSIN, BENEFITING APPROXIMATELY 250 CHILDREN ANNUALLY. ALSO SUPPLIED THERAPY EQUIPMENT TO RURAL CLINICS, IMPROVING ACCESS IN SOLON SPRINGS, POPLAR, AND IRON RIVER.ABILITIES FIRST & DESIGNATED GRANTS:FUNDED EQUIPMENT AND SERVICES PROMOTING INDEPENDENCE FOR INDIVIDUALS WITH DISABILITIES IN NORTHEASTERN MINNESOTA AND NORTHWESTERN WISCONSIN. ALSO PROVIDED DEPARTMENT-SPECIFIC GRANTS TO SUPPORT PATIENT CARE, EDUCATION, AND ENVIRONMENTAL IMPROVEMENTS.STRATEGIC MENTAL HEALTH INITIATIVES:IN PARTNERSHIP WITH THE UNIVERSITY OF WISCONSINSUPERIOR, SUPPORTED THE #BETTERTOGETHER INITIATIVE IN DOUGLAS COUNTY, WISCONSIN. FOCUSED ON SUICIDE PREVENTION, URGENT MENTAL HEALTH ACCESS, AND PROVIDER WORKFORCE DEVELOPMENT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $321,400 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $333,129 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,034,113 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI MARCINIAK | PersonNm |
| Phone | 2187862823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST SUPERIOR STREET HOLIDAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TANYA NICHOLS | |||||||
| TREASURER/FINANCE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR ELENA MEDTCALF | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE SEYFER | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RYAN BOMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLIE CASTALDO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL CRAWFORD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BRAD DAVIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK EMMEL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY LITMEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT MALVICK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MCPARLAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM MCSHANE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MISSY MEIERHOFF | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY PETERSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACI MARCINIAK | |||||||
| PRESIDENT | 40.00 | Yes (X) | $170,227 | $0 | $24,111 | ||
| RICHARD GERTSEMA | |||||||
| SENIOR MENTAL HEALTH ADVISOR | 40.00 | $118,260 | $0 | $24,111 | Yes (X) | ||
| JOAN OSSWALD | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | $101,151 | $0 | $12,054 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $389,638 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HAILEY SAULT | |||||
| 394 S LAKE AVE DEWITT-SEITZ MARKET | DULUTH | MN | 55802 | MARKETING | $389,362 |
| KITCHEE GAMMI DESIGN CO | |||||
| 116 WEST KENT RD | DULUTH | MN | 55803 | INTERIOR DESIGN AND FURNISHINGS | $310,641 |
| THE NEW SCHOOL | |||||
| PO BOX 411392 OFFICE OF FINANCE | BOSTON | MA | 022411392 | SUPPORT AND EDUCATION FOR ARCAMIND | $212,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $419,285 | FundraisingAmt |
| All Other Contributions | $2,234,324 | AllOtherContributionsAmt |
| Noncash Contributions | $112,536 | NoncashContributionsAmt |
| Total Contributions | $2,653,609 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHLAND ADAPTIVE RECREATION | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,661 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,661 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,661 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,361 | TotalRevenueColumnAmt |
| Exclusion | $558,361 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,378,073 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,549,664 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $828,409 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $828,409 | TotalRevenueColumnAmt |
| Exclusion | $828,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $419,285 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $226,542 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$199,042 | TotalRevenueColumnAmt |
| Exclusion | -$199,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $39,908 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $10,167 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,741 | TotalRevenueColumnAmt |
| Exclusion | $29,741 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,892,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,661 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,217,469 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,084 | TotalAmt |
| Program Services | $1,192,084 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,463 | TotalAmt |
| Program Services | $41,463 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,914 | TotalAmt |
| Program Services | $366,933 | ProgramServicesAmt |
| Management And General | $47,324 | ManagementAndGeneralAmt |
| Fundraising | $35,657 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,926 | TotalAmt |
| Program Services | $338,399 | ProgramServicesAmt |
| Management And General | $43,643 | ManagementAndGeneralAmt |
| Fundraising | $32,884 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,890 | TotalAmt |
| Program Services | $157,314 | ProgramServicesAmt |
| Management And General | $15,287 | ManagementAndGeneralAmt |
| Fundraising | $20,289 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,409 | TotalAmt |
| Management And General | $10,409 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,416 | TotalAmt |
| Management And General | $41,416 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,743 | TotalAmt |
| Management And General | $5,743 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,334 | TotalAmt |
| Program Services | $248,932 | ProgramServicesAmt |
| Management And General | $1,196 | ManagementAndGeneralAmt |
| Fundraising | $11,206 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,033 | TotalAmt |
| Program Services | $261,535 | ProgramServicesAmt |
| Management And General | $64,848 | ManagementAndGeneralAmt |
| Fundraising | $20,650 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,632 | TotalAmt |
| Program Services | $49,632 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,848 | TotalAmt |
| Program Services | $59,348 | ProgramServicesAmt |
| Management And General | $86 | ManagementAndGeneralAmt |
| Fundraising | $414 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,383 | TotalAmt |
| Program Services | $318,473 | ProgramServicesAmt |
| Management And General | $13,910 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,399,075 | TotalAmt |
| Program Services | $3,034,113 | ProgramServicesAmt |
| Management And General | $243,862 | ManagementAndGeneralAmt |
| Fundraising | $121,100 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,635 | BOYAmt |
| EOY | $56,867 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,385 | BOYAmt |
| EOY | $234,996 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,911 | BOYAmt |
| EOY | $716,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,272 | BOYAmt |
| EOY | $9,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,054,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,443,100 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,717,531 | BOYAmt |
| EOY | $4,611,165 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,047,948 | BOYAmt |
| EOY | $15,151,770 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,461,346 | BOYAmt |
| EOY | $10,564,452 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979,275 | BOYAmt |
| EOY | $4,596,251 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,362,303 | BOYAmt |
| EOY | $35,941,867 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,714 | BOYAmt |
| EOY | $188,710 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,261 | BOYAmt |
| EOY | $135,531 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,129 | BOYAmt |
| EOY | $234,996 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $300,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $335,915 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,104 | BOYAmt |
| EOY | $1,195,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,809,920 | BOYAmt |
| EOY | $14,098,035 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,032,279 | BOYAmt |
| EOY | $20,648,680 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,842,199 | BOYAmt |
| EOY | $34,746,715 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,362,303 | BOYAmt |
| EOY | $35,941,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $493,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,410,852 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,279,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,193,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,211,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,728,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,539,213 | CurrentTaxYearAmt |
| Total | $7,951,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,279,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,193,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,211,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,728,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,539,213 | CurrentTaxYearAmt |
| Total | $7,951,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,548,909 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,402,376 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $591,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $458,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $507,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $558,361 | CurrentTaxYearAmt |
| Total | $2,449,481 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,661 | CurrentTaxYearAmt |
| Total | $91,898 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,492,664 | TotalSupportAmt |
| Public Support CY170 | 0.61020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NORTHLAND ADAPTIVE REC - 2023 AMOUNT: $ 14,572. 2024 AMOUNT: $ 21,661. ESSENTIA PROGRAM RENTAL INCOME - 2021 AMOUNT: $ 24,966. DBT TRAINING - 2023 AMOUNT: $ 19,526. MISCELLANEOUS - 2020 AMOUNT: $ 4,860. 2021 AMOUNT: $ 4,800. 2022 AMOUNT: $ 1,513. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,119,696 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $289,614 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $124,998 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,220 | OtherExpendituresAmt |
| End Year Balance | $3,275,092 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $2,882,140 | ContributionsAmt |
| Investment Earnings Or Losses | $279,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,665 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,119,696 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14083 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17964 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.67953 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,930 | OtherCostOrOtherBasisAmt |
| Book Value | $486,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,305,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,692,840 | DepreciationAmt |
| Book Value | $3,612,603 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,241,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,241,695 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $622,273 | OtherCostOrOtherBasisAmt |
| Depreciation | $508,565 | DepreciationAmt |
| Book Value | $113,708 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,924 | OtherCostOrOtherBasisAmt |
| Book Value | $397,924 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,611,165 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $5,295,080 | F |
| EXCHANGE TRADED FUNDS | $2,916,137 | F |
| CORPORATE, FIXED INCOME | $1,373,284 | F |
| US GOVERNMENT AGENCY DEBT SECURITIES | $979,951 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,564,452 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS | $335,915 |
| BENEFICIAL INTEREST IN PERPETURAL TRUST | $4,260,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,596,251 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT PORTION OF LEASE LIABILITY | $45,582 |
| LONTERM PORTION OF LEASE LIABILITY | $290,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $335,915 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,303,591 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,410,852 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,410,852 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,892,739 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,892,739 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,399,075 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,399,075 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,399,075 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION RECEIVES ASSETS TRANSFERRED FROM UNAFFILIATED ENTITIES AND ACTS AS AN AGENT FOR THOSE ENTITIES. THE TRANSFER OF ASSETS IS NOT CONSIDERED A CONTRIBUTION RECEIVED BY THE FOUNDATION. THE FOUNDATION RECOGNIZES A LIABILITY CONCURRENT WITH THE RECOGNITION OF THE ASSET RECEIVED. |
| PART V, LINE 4: | MARY C. DWAN LEGACY FUND: THE FUND CONSISTS OF BOARD DESIGNATED ADDITIONS AND DONOR-RESTRICTED CONTRIBUTIONS FOR THE SUPPORT OF THE PROGRAMS AND INITIATIVES IDENTIFIED BY MARY C. DWAN IN HER LETTER TO MILLER-DWAN HOSPITAL AND MEDICAL CENTER IN 1971. DONOR-DESIGNATED FUND: THE FUND CONSISTS OF DONOR-RESTRICTED CONTRIBUTIONS AND GRANTS FOR PROGRAM SERVICES AND FOR ACQUISITIONS OF LONG-LIVED ASSETS. VAN GORDEN FUND: THE FUND INCLUDES AMOUNTS RECEIVED FROM THE VAN GORDEN FOUNDATION OF PRC. THE VAN GORDEN FUND ADVISORY COMMITTEE MAKES RECOMMENDATIONS TO THE MILLER-DWAN FOUNTAIN BOARD ON THE MANAGEMENT, INVESTMENT ALLOCATION AND DISBURSEMENT OF THE VAN GORDEN FUND. THE VAN GORDON FUND CONSISTS OF THE FOLLOWING: ALBERT J. GONSKA MEMORIAL FUND: THE PURPOSE OF THIS FUND IS TO ASSIST THE PEDIATRIC REHABILITATION DEPARTMENT HISTORICALLY MAINTAINED BY POLINSKY, OR ITS SUCCESSOR, IN THE FINANCING OF PROGRAMS, RESEARCH AND NEW EQUIPMENT. SARA M. YOUNG EDUCATION FUND: THE PURPOSE OF THIS FUND IS TO PROVIDE EDUCATIONAL OPPORTUNITIES TO REHABILITATION PATIENTS, FAMILY MEMBERS AND PRACTITIONERS. VAN GORDON NEW INITIATES FUND: THE PURPOSE OF THIS IS TO SUPPORT AND PROMOTE NEW AND INNOVATIVE PROGRAMS OF REHABILITATION SERVICES, RESEARCH AND EDUCATION FOR TAX-TEMPT INSTITUTIONS IN NORTHER MINNESOTA, NORTHERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN. - POLINSKY SUB FUND: IS SUB FUND OF THE VAN GORDEN NEW INITIATIVES FUND IS DESIGNATED FOR POLINSKY AND POLINSKY CORPORATE AFFILIATES. ONE-HALF OF THE DISTRIBUTIONS FROM THE EDWARD S AND JOSEPHINE WENDORF FOUNDATION THAT WERE PREVIOUSLY DESIGNATED FOR THE VAN GORDEN FUND OF PRC GO TO THIS SUB FUND. _ OUTREACH SUB FUND: THIS SUB FUN OF THE VAN GORDEN NEW INITIATIVES FUND IS WITHOUT RESTRICTION AS TO AFFILIATION. ONE-HALF OF THE DISTRIBUTIONS FROM THE EDWARD S. AND JOSEPHINE WENDORF FOUNDATION THAT WERE PREVIOUSLY DESIGNATED FOR THE VAN GORDEN FUND OF PRC GO TO THIS SUB FUND. |
| PART X, LINE 2: | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO EXPENSE HAS BEEN RECOGNIZED FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHOOT FOR FUN | Event1Nm |
| Gross Receipts Event1 | $264,855 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $237,355 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,500 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,860 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $97,429 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $20,951 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $36,039 | OtherDirectExpensesEvent1Amt |
| Event2 | ARTCETRA | Event2Nm |
| Gross Receipts Event2 | $181,930 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $181,930 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $15,107 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $12,086 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $15,605 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $17,925 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,540 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $446,785 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $419,285 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,500 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,860 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $112,536 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $33,037 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,605 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,925 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,579 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $226,542 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$199,042 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $39,908 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $10,167 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.10000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $39,908 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $10,167 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $10,167 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $29,741 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MN | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | DEBRA CARL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W SUPERIOR ST SUITE 110 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ERIC LARSON | GamingManagerPersonNm |
| Gaming Manager Compensation | $1,818 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MANAGE EVENT WITH OVERSIGHT OF TICKET SALES, TRACKING COMMUNICATION AND MARKETING. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH | ||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 200360007 | 501C3 | $449,290 | $0 | MEDICAL EQUIPMENT, PATIENT PROGRAMS, AMBERWING SALARY |
| NORTH LAKES COMMUNITY CLINIC | ||||||||
| 7665 US HWY 2 | IRON RIVER | MN | 54847 | 473453977 | 501C4 | $24,634 | $0 | PM+ MEDIAL TRAINING STIPEND |
| MN MASONIC CHILDRENS | ||||||||
| 24 WEST 2ND ST | DULUTH | MN | 55802 | 411420162 | 501C3 | $15,000 | $0 | PM+ MEDIAL TRAINING STIPEND |
| MINNESOTA BALLET | ||||||||
| 506 WEST MICHIGAN STREET | DULUTH | MN | 55802 | 416055588 | 501C3 | $14,865 | $0 | BALLET FOR INDIVIDUALS WITH DISABILITIES |
| COLLEGE OF ST SCHOLASTICA | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501C3 | $55,900 | $0 | PM+ MEDIAL TRAINING STIPEND |
| THE GEORGE WASHINGTON UNIVERSITY | ||||||||
| PO BOX 829896 | PHILADELPHIA | PA | 191182989 | 530196584 | 501C3 | $62,266 | $0 | PM+ MEDIAL TRAINING STIPEND |
| HGA | ||||||||
| SDS 12-1861 PO BOX 86 | MINNEAPOLIS | MN | 554861861 | 410778838 | 501C3 | $16,650 | $0 | LIVE WELL NORTHER WI PROJECT |
| TRANS NORTHLAND | ||||||||
| 16 1/2 NORTH 1ST AVE W SUITE 2 | DULUTH | MN | 55802 | 920329039 | 501C3 | $15,000 | $0 | PM+ MEDIAL TRAINING STIPEND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PARA OLYMPICS | 1 | $11,883 |
| LIVE WELL NORTHERN WI PROJECT | 1 | $29,580 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A FINAL GRANT REPORT MUST BE PROVIDED WITHIN TWO MONTHS OF PROJECT OR PROGRAM COMPLETION. FUTURE PROPOSALS WILL NOT BE ELIGIBLE FOR REVIEW UNTIL ALL OUTSTANDING REPORTS ON COMPLETED PROJECTS ARE SUBMITTED. THE FOLLOWING INFORMATION IS REQUIRED: - PROVIDE A HEADING FOR THE REPORT INCLUDING PROJECT NAME, GRANT NUMBER, ADDRESS, PHONE NUMBER AND THE NAME OF THE INDIVIDUAL RESPONSIBLE FOR COORDINATING THE PROJECT. - DESCRIBE ANY CHANGES THAT OCCURRED IN THE PROJECT FROM THE ORIGINAL CONCEPT AS PRESENTED IN YOUR PROPOSAL, WHY SUCH CHANGES WERE NECESSARY AND ANY PROBLEMS YOU ENCOUNTERED. - DESCRIBE THE RESULTS OF THE THIS PROJECT. INCLUDE SUMMARIES OF ANY OUTCOME MEASURES YOU USED ONLY IF THEY PROVIDE INFORMATION RELATED TO THE EFFECTIVENESS OF THE PROJECT. COMMENT ON YOU SATISFACTION/DISSATISFACTION WITH THESE RESULTS AND ANY MODIFICATIONS YOU BELIEVE WOULD HAVE PRODUCED MORE DESIRABLE OUTCOMES. PROVIDE A STORY THAT EXEMPLIFIES YOUR RESULTS. - DISCUSS FUTURE IMPLICATIONS OF THE PROJECT (E.G. ALLOWED STARTUP OF A PROGRAM THAT WILL CONTINUE TO PROVIDE SERVICES, RESULTING IN BETTER PATIENT OUTCOMES). - PROVIDE A FINANCIAL REPORT DETAILING THE EXPENDITURES OF MILLER-DWAN FOUNDATION FUNDS AS WELL AS TOTAL PROJECT REVENUE AND EXPENSES. IN THE EVENT OF EQUIPMENT PURCHASE, PROVIDE VERIFICATION OF PURCHASE. - ATTACH COPIES OF PROJECT PUBLICITY, NEWSPAPER ARTICLES, PROGRAM BROCHURES, SCHEDULE OF EVENTS, NEWSLETTERS AND OTHER INFORMATION PUBLICLY ACKNOWLEDGING THE RECEIPT OF FUNDS AND/OR INFORMING THE PUBLIC OF GRANT ACTIVITIES. ANY DEVIATIONS FROM THE ORIGINAL GRANT MUST BE REPORTED TO AND REVIEWED BY THE MILLER-DWAN FOUNDATION GRANTS SPECIALIST. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI MARCINIAK | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $170,227 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,111 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,338 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE MILLER-DWAN FOUNDATION SUPPORTS THE COST OF MEMBERSHIPS TO LOCAL SOCIAL CLUBS AS THEY ARE DESIGNED TO OFFER PRIVATE MEETING SPACE IN A HOSPITALITY SETTING. LOCAL SOCIAL CLUBS ARE VENUES AT WHICH PROSPECTS, DONORS, AND BUSINESS ASSOCIATES GATHER ON A FREQUENT BASIS. THE MILLER-DWAN FOUNDATION PRESIDENT SHALL BE AUTHORIZED TO UTILIZE SOCIAL CLUBS TO FURTHER THE MISSION OF THE ORGANIZATION. THE PRESIDENT'S USE OF THE CLUB IS FOR BUSINESS PURPOSES ONLY. THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. SOCIAL CLUB BILLING STATEMENTS WILL BE SENT TO THE MILLER-DWAN FOUNDATION ACCOUNTANT WHO WILL COMPARE WITH SUBMITTED RECEIPTS, CODE APPROPRIATELY AND PROCESS. ALL OF THE PRESIDENT'S DONOR/PROSPECT MEETINGS ARE VISIBLE ON HER OUTLOOK CALENDAR FOR THE MILLER-DWAN FOUNDATION TEAM TO SEE. BASED ON WHO THE DONOR IS, INFORMATION IS INCLUDED IN THE DONOR DATABASE (RE) REGARDING ANY CULTIVATION/SOLICITATIONS IN PROCESS, AS WELL AS THE RELATIONSHIP AS IT RELATES TO GENERAL BUSINESS MATTERS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SERVICES | 6 | $58,357 | FMV |
| Yes (X) | ACTION BASKETS | 22 | $27,816 | FMV |
| Yes (X) | EXPERIENCES | 16 | $18,863 | FMV |
| Yes (X) | FOOD | 2 | $7,500 | FMV |
| Yes (X) | GIFT CARDS | 11 | $1,860 | CASH VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REPORTED THE NUMBER OF ITEMS CONTRIBUTED FOR GIFT CARDS, EXPERIENCES, FOOD, SERVICES AND ACTION ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, LINE 5 | FORM 990, PART I, LINE 5 MILLER-DWAN FOUNDATION HAS 11 EMPLOYEES. THESE EMPLOYEES ARE COMPENSATED BY ESSENTIA HEALTH, AN UNRELATED ORGANIZATION. MILLER-DWAN FOUNDATION REIMBURSES ESSENTIA HEALTH FOR THE COMPENSATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT AND ACCOUNTANT OF THE FOUNDATION REVIEW THE 990 FOR ACCURACY AND COMPLETENESS OF INFORMATION. THE FINAL COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD POLICY REGARDING CONFLICTS OF INTEREST AND DUALITY OF INVOLVEMENT IS AS FOLLOWS: A. DURING THE CONSIDERATION OF A PROPOSED ALLOCATION GRANT OR OTHER MATTER AFFECTING THE MILLER-DWAN FOUNDATION, ANY BOARD/COMMITTEE MEMBER WHO HAS OR IS AWARE OF A POTENTIAL CONFLICT OF INTEREST/DUALITY OF INVOLVEMENT, SHALL FULLY DISCLOSE SUCH CONFLICT TO THE BOARD PRIOR TO THE GRANTS DISCUSSION. B. ANY PERSON DEEMED BY HIMSELF/HERSELF OR BY THE CHAIR TO HAVE A CONFLICT OF INTEREST/DUALITY OF INTEREST, EXCLUDING THOSE ASSOCIATED WITH VAN GORDEN RELATED GRANT DISCUSSIONS, SHALL NOT PARTICIPATE IN ANY CONSIDERATION OF THE GRANT REQUEST AND MAY CHOSE TO LEAVE THE ROOM DURING THE DISCUSSION AND VOTING. C. BOARD/COMMITTEE MEMBERS SHALL NOT USE THEIR PERSONAL INFLUENCE IN THE DISCUSSION OF THE GRANT OR MATTER, HOWEVER, WHEN THE MEMBER'S KNOWLEDGE WILL ASSIST THE BOARD OR COMMITTEE AND WHEN THE BOARD OR COMMITTEE REQUESTS SUCH INFORMATION, A PERSON WITH A CONFLICT OR DUALITY OF INTEREST MAY RESPOND TO PERTINENT QUESTIONS. D. NO ORGANIZATION SHALL RECEIVE SPECIAL MILLERDWAN FOUNDATION CONSIDERATION BASED ON A BOARD, COMMITTEE, OR FAMILY MEMBER OR FINANCIAL RELATIONSHIP. E. NO BOARD/COMMITTEE MEMBER SHALL USE HIS OR HER POSITION, OR THE KNOWLEDGE GAINED THERE FROM, IN SUCH A MANNER THAT A CONFLICT BETWEEN THE INTEREST OF THE MILLER-DWAN FOUNDATION OR ANY OF ITS ASSOCIATED AGENCIES OR ORGANIZATIONS AND HIS OR HER INTERESTED PERSONS, ARISES. F. A CONTRACT OR OTHER TRANSACTION BETWEEN THE MILLER-DWAN FOUNDATION AND A BOARD/COMMITTEE MEMBER IS NOT VOID OR VIOLABLE BECAUSE THE BOARD/COMMITTEE MEMBER IS A PARTY TO THE CONTRACT OR BECAUSE THE BOARD/COMMITTEE MEMBER IS PRESENT AT THE MEETING AT WHICH THE CONTRACT OR TRANSACTION IS AUTHORIZED, APPROVED OR RATIFIED, SO LONG AS THE FOLLOWING CONDITIONS ARE SATISFIED: A. THE MATERIAL FACTORS CONCERNING THE CONTRACT OR TRANSACTION AS THEY RELATE TO THE BOARD/ COMMITTEE MEMBER'S CONFLICT OF INTEREST MUST BE FULLY DISCLOSED, OR MUST BE KNOWN TO THE BOARD OR COMMITTEE AUTHORIZING, APPROVING OR RATIFYING THE CONTRACT OR TRANSACTION AND B. THE BOARD OR COMMITTEE AUTHORIZING, APPROVING, OR RATIFYING THE CONTRACT OR TRANSACTION MUST DO SO IN GOOD FAITH BY A MAJORITY, NOT COUNTING ANY VOTE THAT THE INTERESTED BOARD/ COMMITTEE MEMBER MIGHT OTHERWISE HAVE, AND NOT COUNTING THE BOARD/COMMITTEE MEMBER IN DETERMINING THE PRESENCE OF A QUORUM. G. THESE CONDITIONS APPLY TO ANY CONTRACTS OR OTHER TRANSACTIONS BETWEEN MILLERDWAN FOUNDATION AND A BOARD/COMMITTEE FAMILY MEMBER OR AN ORGANIZATION IN OR OF WHICH THE BOARD/COMMITTEE MEMBER OR A MEMBER OF THE BOARD/COMMITTEE MEMBER'S FAMILY IS A DIRECTOR, OFFICER OR LEGAL REPRESENTATIVE OR HAS A MATERIAL FINANCIAL INTEREST. H. BOARD/COMMITTEE MEMBERS HAVE A DUTY TO PLACE THE INTERESTS OF THE ORGANIZATION FOREMOST IN ANY DEALING WITH THE ORGANIZATION AND HAVE A CONTINUING RESPONSIBILITY TO COMPLY WITH THE REQUIREMENTS OF THIS POLICY. FOR THE PURPOSE OF CARRYING OUT THIS POLICY, THE MILLER-DWAN FOUNDATION PROVIDES A DISCLOSURE STATEMENT TO ALL BOARD MEMBERS REGARDING ORGANIZATIONS WITH WHICH EACH PERSON AND/OR FAMILY MEMBERS IS, OR HAS BEEN WITHIN THE PRIOR TWO YEARS, A TRUSTEE, DIRECTOR, SIGNIFICANT FINANCIAL SUPPORTER, ACTIVE VOLUNTEER, CURRENT CONSUMER OF ITS SERVICES OR STAFF MEMBER. ON THE BASIS OF THIS DISCLOSURE, STAFF WILL IDENTIFY ANY CONFLICT OF INTEREST/DUALITY OF INVOLVEMENT WHENEVER SUCH ORGANIZATIONS ARE CONSIDERED FOR A POSSIBLE ALLOCATION GRANT OR OTHER MATTER. THIS, HOWEVER, DOES NOT RELEASE A BOARD/COMMITTEE MEMBER OF THE RESPONSIBILITY TO INFORM THE PRESIDENT AND CHAIR OF ANY CONFLICTING ROLES OR DUAL ROLES THEY MAY HAVE IF NOT OTHERWISE DISCLOSED. DISCLOSURE STATEMENTS WILL BE DISTRIBUTED PERIODICALLY FOR THE PURPOSES OF UPDATING. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, REVIEWED, AND SIGNED BY BOARD MEMBERS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE MILLER-DWAN FOUNDATION EXECUTIVE COMMITTEE/OFFICERS REVIEW THE 990S OF OTHER COMPARABLE ORGANIZATIONS IN THE COMMUNITY TO DETERMINE CEO SALARIES, AS WELL AS NATIONAL NONPROFIT AND FOUNDATION SALARY AND BENEFITS SURVEY DATA TO DETERMINE THE APPROPRIATE SALARY. THAT GROUP THEN DISCUSSES AND DETERMINES SALARY FOR THE POSITION AS WELL AS ANY INCREASES OR OTHER CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ANNUAL REPORT IS AVAILABLE ON THE FOUNDATION'S WEBSITE AND IN PERSON AT THE FOUNDATION'S OFFICE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, OTHER POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION OFFICE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN THE SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| MILLER-SWAN FOUNDATION AMBERWING LLC | |||||||||
| 225 W SUPERIOR ST HOLIDAY CTR STE 1 | DULUTH | MN | 55802 | OWNERSHIP OF AMBERWING PROPERTY | MN | $0 | $2,561,079 | N/A | |
| MILLER-DWAN FOUNDATION HOSPICE HOUSE LLC | |||||||||
| 225 W SUPERIOR ST HOLIDAY CTR STE 1 | DULUTH | MN | 55802 | OWNERSHIP OF HOSPICE PROPERTY | MN | $0 | $1,000,192 | N/A | 203644274 |
| NORTHLAND ADAPTIVE RECREATION | |||||||||
| 225 W SUPERIOR ST HOLIDAY CTR STE 1 | DULUTH | MN | 55807 | OFFERS ADAPTIVE RECREATION PROGRAMS FOR PEOPLE WITH DISAVILITIES | MN | $546,558 | $651,970 | N/A | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & JOSEPHINE WENDORF FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16450 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416271710 | EIN |
| Primary Activities | SUPPORT OF THE MILLER-DWAN FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |