SANFORD HEALTH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANFORD HEALTH FOUNDATION (EIN 36-3297853)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201401299349300845
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-09T10:05:45-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 South Sixth Street Suite 2800 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363297853 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sanford Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 6053285700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Reid Street No 202 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JoAnn Kunkel | Name |
| Title | Chief Financial Officer | Title |
| Phone | 6053331000 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kristina Rasmussen | Name |
| PTIN | P00143920 | PTIN |
| Phone | 6123974000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kelby Krabbenhoft | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Reid Street No 202 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 166029960 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sanfordhealthfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | SD | StateLegalDomicile |
| Activity Or Mission Description | Dedicated to raising funds in support of Sanford Health's mission to improve the human condition through the work of health and healing. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 510 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12791742 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20150514 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 28384646 | InvestmentIncomePriorYear |
| Investment Income Current Year | 26461485 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18186 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17236 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41194574 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46629235 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37743515 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 39186827 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1828105 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1970493 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1463497 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1347755 | OtherExpensePriorYear |
| Other Expenses Current Year | 1084598 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 40919375 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42241918 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 275199 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4387317 | RevenuesLessExpensesCY |
| Total Assets BOY | 613301855 | TotalAssetsBOY |
| Total Assets EOY | 605215311 | TotalAssetsEOY |
| Total Liabilities BOY | 6592845 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6401958 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 606709010 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 598813353 | NetAssetsOrFundBalancesEOY |
| Mission Description | Sanford Health Foundation exists to encourage philanthropy in support of Sanford Health and other exempt entities associated with Sanford Health in providing health care, medical and educational services as well as supporting research activities and initiatives. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4565080 | Expense |
| Grants | 4565080 | Grants |
| Description | The Foundation continues its proud tradition of supporting the local healthcare-related programs, services, and operations of Sanford Health while also seeking regional, national and international support for research and initiatives. Specifically, grants helped provide patient care and family support ($2,873,844), equipment and facility improvement projects ($1,641,048) and other internal programs ($50,188). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 204180 | Expense |
| Grants | 204180 | Grants |
| Description | Additional grants helped support healthcare education and research programs. Sanford Health is dedicated to providing continuing training and education for its employees, ensuring that patients have the benefit of the most current protocols in care delivery. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 34417567 | Expense |
| Grants | 34417567 | Grants |
| Description | Grants help support the Sanford Initiatives and collaborations with healthcare organizations such as the Children's Oncology Group and nursing and medical schools affiliated with Sanford Health. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 39186827 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 2 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JoAnn Kunkel CFO | NamePerson |
| Telephone Number | 6053331000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 W 18th Street | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 571175039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Barb Everist | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Barbara Stork | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Barry Martin thru Nov 12 | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Brent Teiken | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Christopher Meeker MD | |||||||||
| Trustee | 0.10 | 59.90 | X | 0 | 213821 | 31035 | |||
| David Beito | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Don Morton | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Jerome Feder | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Jim Entenman | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Lauris Molbert | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Mark Paulson MD | |||||||||
| Trustee | 0.10 | 59.90 | X | 0 | 248496 | 32936 | |||
| Mikal Claar thru Nov 12 | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Patrick Durick | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Richard Hardie MD | |||||||||
| Trustee | 0.10 | 59.90 | X | 0 | 747423 | 33818 | |||
| Ronald Moquist | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Thomas Hruby | |||||||||
| Trustee | 0.10 | 5.30 | X | 0 | 0 | 0 | |||
| Kelby K Krabbenhoft | |||||||||
| Sanford Health President & CEO | 0.10 | 59.90 | X | 0 | 1539421 | 22054 | X | ||
| Kelby K Krabbenhoft Deferred Comp | |||||||||
| Sanford Health President & CEO | 0.10 | 59.90 | X | 0 | 0 | 589623 | X | ||
| JoAnn L Kunkel | |||||||||
| Chief Financial Officer Corp | 0.50 | 59.50 | 0 | 438048 | 33700 | X | |||
| Lisa Carlson thru Oct 12 | |||||||||
| Chief Financial Officer Corp | 0.50 | 59.50 | 0 | 644186 | 31847 | X | |||
| Brian Mortenson | |||||||||
| President - Sanford Health Foundation | 20.00 | 40.00 | 369026 | 0 | 35434 | X | |||
| Brian Bonde | |||||||||
| Vice President - Sanford Health Foundation | 60.00 | 0.00 | 174504 | 0 | 37535 | X | |||
| Deborah Koski | |||||||||
| Vice President - Sanford Health Foundation | 60.00 | 0.00 | 173029 | 0 | 34778 | X | |||
| Marlin VanPeursem | |||||||||
| Director of Finance | 60.00 | 0.00 | 110541 | 0 | 15096 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 827100 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3831395 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 897856 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| The Creative Collaboration Gang Inc | |||||
| 225 Water Street | Jordan | MN | 55352 | Event Services | 243054 |
| Best Western Ramkota Hotel | |||||
| 3200 W Maple Street | Sioux Falls | SD | 57107 | Event Vendor | 224589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 189562 | FundraisingEvents |
| Related Organizations | 28151 | RelatedOrganizations |
| All Other Contributions | 19932801 | AllOtherContributions |
| Noncash Contributions | 3030341 | NoncashContributions |
| Total Contributions | 20150514 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26318982 | TotalRevenueColumn |
| Exclusion | $26,318,982 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118858061 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118715558 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 142503 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142503 | TotalRevenueColumn |
| Exclusion | $142,503 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 686691 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 189562 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 685167 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1524 | TotalRevenueColumn |
| Exclusion | $1,524 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Other Operating Rev | 525990 | 14093 | $14,093 |
| Donor CSV Adj | 525990 | 1619 | $1,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15712 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46629235 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $26,478,721 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39186827 | Total |
| Program Services | 39186827 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357830 | Total |
| Management And General | 357830 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1213258 | Total |
| Management And General | 606816 | ManagementAndGeneral |
| Fundraising | 606442 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66594 | Total |
| Management And General | 39780 | ManagementAndGeneral |
| Fundraising | 26814 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227806 | Total |
| Management And General | 133600 | ManagementAndGeneral |
| Fundraising | 94206 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105005 | Total |
| Management And General | 56730 | ManagementAndGeneral |
| Fundraising | 48275 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32307 | Total |
| Management And General | 32307 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248973 | Total |
| Management And General | 127380 | ManagementAndGeneral |
| Fundraising | 121593 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133132 | Total |
| Management And General | 28148 | ManagementAndGeneral |
| Fundraising | 104984 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2731 | Total |
| Fundraising | 2731 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174416 | Total |
| Management And General | 154496 | ManagementAndGeneral |
| Fundraising | 19920 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48725 | Total |
| Management And General | 759 | ManagementAndGeneral |
| Fundraising | 47966 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4685 | Total |
| Management And General | 1601 | ManagementAndGeneral |
| Fundraising | 3084 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44390 | Total |
| Management And General | 44390 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5828 | Total |
| Management And General | 5828 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Uncollectible Pledges | 144606 | 144606 | |
| Donor Stewardship | 96913 | 96913 | |
| Professional Dues | 81443 | 80658 | 785 |
| Fundraising Materials | 65305 | 65305 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1144 | Total |
| Management And General | 1144 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42241918 | Total |
| Program Services | 39186827 | ProgramServices |
| Management And General | 1591594 | ManagementAndGeneral |
| Fundraising | 1463497 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253115 | BOY |
| EOY | 200500 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17524725 | BOY |
| EOY | 9668720 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53759 | BOY |
| EOY | 21596 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 636890 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 231611 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147648 | BOY |
| EOY | 405279 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594531542 | BOY |
| EOY | 594181504 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791066 | BOY |
| EOY | 737712 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613301855 | BOY |
| EOY | 605215311 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35553 | BOY |
| EOY | 36637 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15495 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5835568 | BOY |
| EOY | 5734193 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 706229 | BOY |
| EOY | 631128 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6592845 | BOY |
| EOY | 6401958 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442906843 | BOY |
| EOY | 434818575 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132916918 | BOY |
| EOY | 131256331 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30885249 | BOY |
| EOY | 32738447 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 606709010 | BOY |
| EOY | 598813353 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613301855 | BOY |
| EOY | 605215311 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4387317 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -17676368 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 5393394 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sanford USD Medical Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460227855 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $33,025,976 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 33025976 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30885249 | BeginningOfYearBalance |
| Contributions | 1773556 | Contributions |
| Investment Earnings Or Losses | 79642 | InvestmentEarningsOrLosses |
| End Of Year Balance | 32738447 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29250489 | BeginningOfYearBalance |
| Contributions | 1604392 | Contributions |
| Investment Earnings Or Losses | 30368 | InvestmentEarningsOrLosses |
| End Of Year Balance | 30885249 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26563483 | BeginningOfYearBalance |
| Contributions | 2527154 | Contributions |
| Investment Earnings Or Losses | 159852 | InvestmentEarningsOrLosses |
| End Of Year Balance | 29250489 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23816626 | BeginningOfYearBalance |
| Contributions | 2689481 | Contributions |
| Investment Earnings Or Losses | 57376 | InvestmentEarningsOrLosses |
| End Of Year Balance | 26563483 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23464847 | BeginningOfYearBalance |
| Contributions | 323063 | Contributions |
| Investment Earnings Or Losses | 33882 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5166 | AdministrativeExpenses |
| End Of Year Balance | 23816626 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107537 | OtherCostOrOtherBasis |
| Depreciation | 13280 | Depreciation |
| Book Value | 94257 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 529353 | OtherCostOrOtherBasis |
| Depreciation | 218331 | Depreciation |
| Book Value | 311022 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 405279 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuities payable | Description |
| Amount | $631,128 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 631128 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | The organization manages custodial accounts owned by related organizations of Sanford Health with the funds balance co-mingled with other investment assets of the organization. The use of the funds balance will be overseen and expended by the owner. | |
| Part V, Line 4: | The organization's use of the endowment funds is to meet the donors intent in providing health care, medical, or educational services to Sanford Health. | Description of Intended Use of Endowment Funds: |
| Part X, Line 2: | Certain controlled organizations are subject to income taxes. Deferred income tax assets and liabilities are recognized for the differences between the financial and income tax reporting basis of assets and liabilities based on enacted tax rates and laws. A tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination. The deferred income tax provision or benefit generally reflects the net change in deferred income tax assets and liabilities during the year. The current income tax provision reflects the tax consequences of revenues and expenses currently taxable or deductible on various income tax returns for the year reported. Sanford Health Foundation did not have an income tax liability at June 30, 2013; however, some related organizations have established reserves. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Children's Gala | NameOfEvent1 |
| Gross Receipts Event1 | 820502 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 136206 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 684296 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 224689 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 38662 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 420945 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CMN Walleye Classic | NameOfEvent2 |
| Gross Receipts Event2 | 27315 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 27275 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 40 | GrossRevenueEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 28436 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 26081 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 2355 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 871 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 876253 | GrossReceiptsTotal |
| Charitable Contributions Total | 189562 | CharitableContributionsTotal |
| Gross Revenue Total Events | 686691 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 224689 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 38662 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 421816 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 685167 | DirectExpenseSummaryEvents |
| Net Income Summary | 1524 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Sanford USD Medical Center | |||||||
| 1305 W 18th Street | Sioux Falls | SD | 57117 | 460227855 | 501(c)(3) | 33025976 | See Form 990, Page 2, Part III |
| Edith Sanford Breast Cancer Foundation | |||||||
| 101 S Reid Street | Sioux Falls | SD | 57103 | 450404126 | 501(c)(3) | 6159531 | See Form 990, Page 2, Part III |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grants are disbursed by supporting organization only after the expenditure has been made and properly authorized by the supported organization along with related documentation indicating the fulfillment of donor wishes. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Meeker MD | ||||||||||||||
| Trustee | 0 | 213821 | 0 | 0 | 0 | 0 | 0 | 8842 | 0 | 22193 | 0 | 244856 | 0 | 0 |
| Mark Paulson MD | ||||||||||||||
| Trustee | 0 | 200747 | 0 | 0 | 0 | 47749 | 0 | 12500 | 0 | 20436 | 0 | 281432 | 0 | 0 |
| Richard Hardie MD | ||||||||||||||
| Trustee | 0 | 743706 | 0 | 0 | 0 | 3717 | 0 | 15000 | 0 | 18818 | 0 | 781241 | 0 | 0 |
| Kelby K Krabbenhoft | ||||||||||||||
| Sanford Health President & CEO | 0 | 941885 | 0 | 332500 | 0 | 265036 | 0 | 0 | 0 | 22054 | 0 | 1561475 | 0 | 0 |
| Kelby K Krabbenhoft Deferred Comp | ||||||||||||||
| Sanford Health President & CEO | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 589623 | 0 | 0 | 0 | 589623 | 0 | 0 |
| JoAnn L Kunkel | ||||||||||||||
| Chief Financial Officer Corp | 0 | 321232 | 0 | 80000 | 0 | 36816 | 0 | 14146 | 0 | 19554 | 0 | 471748 | 0 | 0 |
| Lisa Carlson thru Oct 12 | ||||||||||||||
| Chief Financial Officer Corp | 0 | 434253 | 0 | 129600 | 0 | 80333 | 0 | 12500 | 0 | 19347 | 0 | 676033 | 0 | 0 |
| Brian Mortenson | ||||||||||||||
| President - Sanford Health Foundatio | 260827 | 0 | 66250 | 0 | 41949 | 0 | 14380 | 0 | 21054 | 0 | 404460 | 0 | 0 | 0 |
| Brian Bonde | ||||||||||||||
| Vice President - Sanford Health Foun | 163981 | 0 | 300 | 0 | 10223 | 0 | 9857 | 0 | 27678 | 0 | 212039 | 0 | 0 | 0 |
| Deborah Koski | ||||||||||||||
| Vice President - Sanford Health Foun | 161827 | 0 | 300 | 0 | 10902 | 0 | 9727 | 0 | 25051 | 0 | 207807 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | Certain items listed on Line 1a are provided by related organizations. Part I, Line 3: The Executive Compensation Committee of the Sanford Board of Trustees directly engages a nationally recognized independent compensation consulting firm to annually review the total compensation arrangements of the officers and executives of the organization, including the CEO, and to report the findings to them for deliberation and action. The deliberations and actions are recorded in the minutes of the Sanford Board of Trustees. The most recent study was completed in 2013. | |
| Part I, Line 4b | Schedule J, Part II, Column C: Employer contributions to pension plans, amounts representing increases and decreases in actuarial value (actuarial value factors include age, tenure and salary) of defined benefit SERP Plans are included in Column C. Participants and changes in values include: Kelby Krabbenhoft $433,820 | |
| Part I, Line 6 | Sanford physicians are compensated based on the professional services they perform within the clinic in which they provide care. Generally, the model is based on production. | |
| Part I, Line 7 | Certain employees are eligible for a discretionary incentive bonus, based on financial targets and other goals. | |
| Part III | Supplemental: Compensation reported on Schedule J includes: (B)(i) Base compensation - salaries are based on the experience and performance of each executive and benchmarked using independent compensation survey information. (B)(ii) Bonus & incentive compensation - as part of executive compensation, individuals may be eligible for incentive performance compensation, however if the organization does not meet its financial targets, incentive payments are not paid, regardless of performance. (B)(iii) Other reportable compensation - generally includes taxable executive benefits. (C) Deferred compensation - includes employer contributions to pension plans and the increase (or decrease) in the actuarial value (actuarial value factors include age, tenure and salary) of the defined benefit plans. (D) Nontaxable benefits - generally include health insurance premiums. A memo regarding executive compensation, written by the Chairman of the Sanford Board of Trustees, is on file and available upon request. Compensation paid to the Sanford Board of Trustees is for full-time professional responsibilities as physicians, administrators or employees of the organization. The total compensation paid to Kelby Krabbenhoft of $1,539,421 is comprised of Base Salary of $941,885, Incentive Compensation of $332,500 and Other Taxable Earnings of $265,036. In addition, an amount of $589,623 has been reported for the estimated amount of ratable increase in value of the defined benefit pension plan, defined benefit SERP and a Gift Agreement Management Continuity Retention plan. | Supplemental Information |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 30340 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average high/low price | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3000001 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributions: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | The organization is using the number of contributors method. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | The following officers, board members, and key employees are employees of Sanford or its related organizations. Many of these employees also serve on other related Sanford boards, or have business relationships with each other that span the organization as a whole: Christopher Meeker, Mark Paulson, Richard Hardie, Kelby Krabbenhoft, JoAnn Kunkel, Lisa Carlson and Brian Mortenson. | |
| Form 990, Part VI, Section A, line 6 | Sanford is governed by a Board of Trustees (BOT) that has ultimate strategic and decision making authority. The BOT delegates certain activities and responsibilities to Boards of each of Sanford's subsidiaries. The unique nature and complexity of the subsidiaries requires each to have a delegated Board with a singular entity focus. Such bodies, referred to as Boards of Directors and Boards of Governors, address matters such as credentialing, accreditation standards, developing budgets, programs and facilities on an entity-specific basis, and generally consist of individuals distinct from the BOT. These Boards function much like committees in a traditional corporate structure. The BOT then act as a holding company Board, synthesizing and reconciling each entity's programs and budgets into a system-wide strategic plan. This structure of governance produces a significant number of trustees, governors and directors, creating a 400+ person collective which acts as a team of ambassadors for Sanford in their respective communities. | |
| Form 990, Part VI, Section A, line 7a | The Sanford Board of Trustees appoints the board members for the Board of Directors of Sanford Health Foundation. | |
| Form 990, Part VI, Section A, line 7b | The Sanford Board of Trustees approves the actions approved by the Board of Directors of Sanford Health Foundation. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared internally by the finance department and reviewed by executive management. An external accounting firm reviews the return and prepares return highlights and key disclosures for the Board of Trustees meeting prior to the return filing date. Before the return is filed, a complete copy is provided to the current Board of Trustees. | |
| Form 990, Part VI, Section B, line 12c | The annual Conflict of Interest disclosure process is managed by the Chief Compliance Officer (CCO). The CCO is responsible for assuring that all completed forms are returned in a timely and complete manner. Conflict of Interest questionnaires are sent to System Trustees, members of the governing boards of subsidiary entities, officers, and key employees for all entities subject to the IRS Form 990 filings. The disclosures are summarized for review by the executive committee of the Board of Trustees, pursuant to policy. This review allows: 1) The Board to acquire an awareness of financial relationships of board members and key management employees and can invoke the recusal process on a case-by-case basis when potential conflicts are implicated in Board decisions and deliberations, and, 2) Gives the Board the opportunity to seek additional information and clarification about disclosures to determine potential conflicts of interest, and how to manage them. | |
| Form 990, Part VI, Section B, line 15 | The Executive Compensation Committee of the Sanford Board of Trustees directly engages a nationally recognized independent compensation consulting firm to annually review the total compensation arrangements of the officers and executives of the organization, including the CEO, and to report the findings to them for deliberation and action. The deliberations and actions are recorded in the minutes of the Sanford Board of Trustees. The most recent study was completed in 2013. Additionally, Sanford periodically engages an independent compensation consultant to review and issue a report regarding the reasonableness of the total compensation arrangements of all physicians employed by the organization. The most recent study of the physician total compensation was completed in 2009. | |
| Form 990, Part VI, Section C, line 19 | Although the organization does not maintain a website where the public can access these documents, it would respond individually to any requests or inquiries from the public for these documents. | |
| Form 990, Part VII | The Sanford Board of Trustees has ultimate governance responsibilities for each entity within the Sanford system. In addition, a Board of Directors is established for each entity, which has specific delegated responsibilities from the Trustees related to the oversight of day-to-day operations of that entity. | |
| Form 990, Part XI, line 9: | Change in value of split-interest agreements -4,975. Transfer from related tax-exempt org for payroll and operating expenses 8,398,370. Transfer of closely-held stock to SOB, Inc. -3,000,001. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sanford | ||||||||||
| 801 Broadway Drive | Fargo | ND | 58122 | 271218956 | Supporting Organization | ND | 501(c)(3) | 11-II | 0 | |
| Sanford Health | ||||||||||
| 1305 West 18th Street | Sioux Falls | SD | 57117 | 311527032 | Supporting Organization | SD | 501(c)(3) | 11-II | 1 | Sanford |
| Sanford USD Medical Center | ||||||||||
| 1305 West 18th Street PO Box 5039 | Sioux Falls | SD | 571175039 | 460227855 | Hospital | SD | 501(c)(3) | 3 | 1 | Sanford Health |
| Edith Sanford Breast Cancer Foundation | ||||||||||
| 2301 60th Street N | Sioux Falls | SD | 57104 | 450404126 | Foundation | ND | 501(c)(3) | 11-II | 1 | Sanford Health |
| Sanford Clinic | ||||||||||
| 1305 West 18th Street PO Box 5039 | Sioux Falls | SD | 571175039 | 460447693 | Clinical Services | SD | 501(c)(3) | 3 | 1 | Sanford Health |
| Sanford Home Health | ||||||||||
| 1305 West 18th Street PO Box 5039 | Sioux Falls | SD | 571175039 | 460282134 | Home Health Services | SD | 501(c)(3) | 9 | 1 | Sanford Health |
| Sanford Health Network | ||||||||||
| 1305 West 18th Street PO Box 5039 | Sioux Falls | SD | 571175039 | 460388596 | Hospitals/Clinics | SD | 501(c)(3) | 3 | 1 | Sanford Health |
| Sanford ResearchUSD | ||||||||||
| 1305 West 18th Street PO Box 5039 | Sioux Falls | SD | 571175039 | 460450378 | Research | SD | 501(c)(3) | 3 | 1 | Sanford Health |
| Sanford World Clinics | ||||||||||
| 1305 West 18th Street | Sioux Falls | SD | 57117 | 262707628 | Healthcare | SD | 501(c)(3) | 3 | 1 | Sanford Health |
| Sanford North | ||||||||||
| PO Box 2010 | Fargo | ND | 58122 | 450385890 | Supporting Organization | ND | 501(c)(3) | 11-II | 1 | Sanford |
| Sanford Medical Center Fargo | ||||||||||
| PO Box 2010 | Fargo | ND | 58122 | 450226909 | Hospital | ND | 501(c)(3) | 3 | 1 | Sanford North |
| FM Ambulance Service Inc | ||||||||||
| 2215 18th St South | Fargo | ND | 58103 | 450344371 | EMT | ND | 501(c)(4) | 1 | Sanford North | |
| Sanford Health Foundation North | ||||||||||
| PO Box 2010 | Fargo | ND | 58122 | 450398104 | Fundraising | ND | 501(c)(3) | 7 | 1 | Sanford North |
| Sanford Clinic North | ||||||||||
| PO Box 2010 | Fargo | ND | 58122 | 911770748 | Clinics | ND | 501(c)(3) | 9 | 1 | Sanford North |
| Sanford Health Network North | ||||||||||
| PO Box 2010 | Fargo | ND | 58122 | 450409348 | Hospitals/Clinics | ND | 501(c)(3) | 11-II | 1 | Sanford North |
| Sanford Hillsboro | ||||||||||
| PO Box 609 | Hillsboro | ND | 58045 | 450230400 | Hospital | ND | 501(c)(3) | 3 | 1 | Sanford Health Network North |
| Sanford Health Foundation Hillsboro | ||||||||||
| PO Box 609 | Hillsboro | ND | 58045 | 363542187 | Fundraising | ND | 501(c)(3) | 7 | 1 | Sanford Hillsboro |
| Sanford Medical Center Mayville | ||||||||||
| 42 6th Ave SE | Mayville | ND | 58257 | 450228899 | Hospital | ND | 501(c)(3) | 3 | 1 | Sanford Health Network North |
| Sanford Medical Center Thief River Falls | ||||||||||
| 120 Labree Ave S | Thief River Falls | MN | 56701 | 410709579 | Hospital | MN | 501(c)(3) | 3 | 1 | Sanford Health Network North |
| MeritCare Minnesota | ||||||||||
| 1720 South Highway 59 | Thief River Falls | MN | 56701 | 261530302 | Promotion of health | MN | 501(c)(3) | 3 | 1 | Sanford North |
| Sanford Medical Center Wheaton | ||||||||||
| 401 12th Street North | Wheaton | MN | 56296 | 272042143 | Hospital/Clinic | MN | 501(c)(3) | 3 | 1 | Sanford Health Network North |
| Sanford Health of Northern Minnesota | ||||||||||
| 1300 Anne St NW | Bemidji | MN | 56601 | 411266009 | Hospital | MN | 501(c)(3) | 3 | 1 | Sanford North |
| Sanford Health Foundation of Northern Minnesota | ||||||||||
| 1300 Anne St NW | Bemidji | MN | 56601 | 411389317 | Fundraising - Support | MN | 501(c)(3) | 11-II | 1 | Sanford Health of Northern Minnesota |
| Baker Park Inc | ||||||||||
| 803 Dewey Ave NW | Bemidji | MN | 56601 | 411372480 | Low Income Senior Housing | MN | 501(c)(3) | 9 | 1 | Sanford Health of Northern Minnesota |
| North Country Medical Clinic | ||||||||||
| 1300 Anne St NW | Bemidji | MN | 56601 | 411753855 | Family Practice Medical Clinic | MN | 501(c)(3) | 3 | 1 | Sanford Health of Northern Minnesota |
| Sanford West | ||||||||||
| 300 North 7th Street | Bismarck | ND | 58501 | 450397195 | Supporting Organization | ND | 501(c)(3) | 11-II | 1 | Sanford |
| Sanford Bismarck | ||||||||||
| 300 North 7th Street | Bismarck | ND | 58501 | 450226700 | Hospital | ND | 501(c)(3) | 3 | 1 | Sanford West |
| Sanford Living Centers | ||||||||||
| 1000 18th Street NW Suite 1 | Bismarck | ND | 58554 | 450416454 | Long-term Care Facility | ND | 501(c)(3) | 9 | 1 | Sanford Bismarck |
| Sanford West Foundation | ||||||||||
| 300 North 7th Street | Bismarck | ND | 58501 | 450397196 | Fundraising | ND | 501(c)(3) | 7 | 1 | Sanford Bismarck |
| Medcenter One Inc Auxiliary | ||||||||||
| 300 North 7th Street | Bismarck | ND | 58501 | 237293043 | Supporting Organization | ND | 501(c)(3) | 11-I | 1 | Sanford Bismarck |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| National Student Housing-South Dakota LLC | |||||||
| 100 S Phillips Ave | Sioux Falls | SD | 57104 | 202129839 | Investment | SD | N/A |
| RAC Rentals LLC | |||||||
| 100 S Phillips Ave | Sioux Falls | SD | 57104 | 261961077 | Investment | SD | N/A |
| Shetek Medical Services LLC | |||||||
| 251 5th Street East | Tracy | MN | 56175 | 412004685 | Home Health Services | MN | N/A |
| Southwest MN Radiation Center LLC | |||||||
| 1018 6th Avenue | Worthington | MN | 56187 | 460447693 | Radiation Services | MN | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sanford Home Medical Equipment Inc | |||||||||||||||||
| 2710 W 12th Street | Sioux Falls | SD | 57105 | 460388597 | Healthcare Equipment | SD | N/A | C | 1 | ||||||||
| Sanford Health Plan | |||||||||||||||||
| 300 Cherapa Place | Sioux Falls | SD | 57103 | 911842494 | Insurance | SD | N/A | C | 1 | ||||||||
| Sanford Health Plan of MN | |||||||||||||||||
| 300 Cherapa Place | Sioux Falls | SD | 57103 | 460445852 | Insurance | MN | N/A | C | 1 | ||||||||
| Bemidji Medical Equipment Inc | |||||||||||||||||
| 1300 Anne Street NW | Bemidji | MN | 56601 | 411551725 | Retail Sales of DME | MN | N/A | C | 1 | ||||||||
| North Country Management Inc | |||||||||||||||||
| 1300 Anne Street NW | Bemidji | MN | 56601 | 411820025 | Management Services | MN | N/A | C | 1 | ||||||||
| Sanford Frontiers | |||||||||||||||||
| 1305 W 18th Street PO Box 5039 | Sioux Falls | SD | 571175039 | 455436599 | Weight Loss Management | SD | N/A | C | 1 | ||||||||
| SOB Inc | |||||||||||||||||
| 2701 S Minnesota Avenue Suite 2 | Sioux Falls | SD | 57105 | 460442628 | Air Transportation | SD | C | 1 | Sanford Health Foundation | -542304 | 2820725 | 1.00000 | |||||
| Sanford Affiliated Services Inc | |||||||||||||||||
| 300 N 7th Street | Bismarck | ND | 58501 | 450403146 | Investment Activity | ND | N/A | C | 1 | ||||||||
| Sanford World Clinics - Ghana | |||||||||||||||||
| Healthcare | N/A | C | 1 | Sarbah Road Tantri Lorry Station | Cape Coast | GH | GH | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Sanford USD Medical Center | ||
| B | 33025976 | Cash Method |
| Edith Sanford Breast Cancer Foundation | ||
| B | 6159531 | Cash Method |
| SOB Inc | ||
| R | 3000001 | FMV |