MILLER DWAN FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILLER DWAN FOUNDATION (EIN 23-7396466)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-26
- IRS object ID
- 201441779349300439
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-26T12:56:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W FIRST ST STE 700 | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 558021919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 502 EAST SECOND STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACI MARCINIAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2187862823 | PhoneNum |
| Signature | 2014-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | 502 EAST SECOND STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,239,634 | 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 | TO PROVIDE SUPPORT TO HISTORIC MILLER-DWAN MEDICAL CENTER SPECIALTY HEALTHCARE PROGRAMS AND SERVICES AND FOR INNOVATIVE PROGRAMMING THROUGHOUT THE REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 95 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,055,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $836,245 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,749 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,360 | CYProgramServiceRevenueAmt |
| PY Investment Income | $825,222 | PYInvestmentIncomeAmt |
| CY Investment Income | $841,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,280 | PYOtherRevenueAmt |
| CY Other Revenue | $68,078 | CYOtherRevenueAmt |
| PY Total Revenue | $1,930,823 | PYTotalRevenueAmt |
| CY Total Revenue | $1,772,617 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $376,534 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $458,963 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,602 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,048,811 | PYOtherExpensesAmt |
| CY Other Expenses | $1,206,264 | CYOtherExpensesAmt |
| PY Total Expenses | $1,425,345 | PYTotalExpensesAmt |
| CY Total Expenses | $1,665,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $505,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $107,390 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,939,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,310,365 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $983,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $812,555 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,956,919 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,497,810 | 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 REHABILITATION CENTER, SOLVAY 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 | $912,479 | ExpenseAmt |
| Revenue | $26,360 | RevenueAmt |
| Desc | THE MILLER-DWAN FOUNDATION PROVIDES AN ONGOING SERIES OF EDUCATIONAL PROGRAMS, SEMINARS AND WORKSHOPS THAT SPEAK TO COMMUNITY NEED AND REFLECT THE MISSION OF AND GOALS OF THE MILLER-DWAN FOUNDATION. IN 2013, FOR EXAMPLE, THE FOUNDATION HOSTED SEVERAL NATIONALLY KNOWN SPEAKERS AND SUPPORTED THE EDUCATIONAL NEEDS OF PROFESSIONALS THROUGHOUT THE REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $458,963 | ExpenseAmt |
| Grant | $458,963 | GrantAmt |
| Desc | IN 2003, THE FOUNDATION TOOK ON THE ROLE OF COMMUNITY ORGANIZER, FUNDRAISER, DEVELOPER AND OWNER TO COMPLETE A $4,000,000 CAPITAL CAMPAIGN FOR SOLVAY HOSPICE HOUSE, THE REGION'S FIRST AND ONLY RESIDENTIAL HOSPICE HOME. FUNDING FOR THE PROJECT CAME SOLELY FROM THE FOUNDATION AND FROM COMMUNITY MEMBER DONATIONS TO THE FOUNDATION. THE FOUNDATION RETAINS OWNERSHIP OF THE 12-BED HOSPICE HOME AND HAS AN AGREEMENT WITH ESSENTIA HOSPICE AND PALLIATIVE CARE TO PROVIDE CARE WITHIN THE HOME. IN 2007, THE MILLER-DWAN FOUNDATION IDENTIFIED CHILDREN'S MENTAL HEALTH CARE AS OUR REGION'S MOST PRESSING NEED AND MADE A COMMITMENT TO WORK CLOSELY WITH OUR REGION'S TOP MENTAL HEALTH PRACTITIONERS TO RADICALLY CHANGE THE STANDARD OF CHILDREN'S MENTAL HEALTH CARE IN OUR REGION. THE CULMINATION OF THAT EFFORT HAS RESULTED IN THE CREATION OF AMBERWING -- CENTER FOR YOUTH & FAMILY WELL-BEING.OTHER LEADERSHIP AND COMMUNITY ORGANIZING EFFORTS HAVE INCLUDED, BUT ARE NOT LIMITED TO THE: - RENOVATION OF THE CHILDREN'S PHYSICAL REHABILITATION SPACE; - DEVELOPMENT OF A DIZZINESS AND BALANCE CENTER; AND - CREATION AND OPERATION OF THE CARING WAYS CANCER RESOURCE CENTERSINCE 1973, THE MILLER-DWAN FOUNDATION HAS DISTRIBUTED MORE THAN $27,000,000 IN GRANTS TO IMPROVE THE COMMUNITY'S HEALTH. WITH SERVICES TO NORTHEASTERN WISCONSIN AND NORTHWESTERN MINNESOTA, THE FOUNDATION SUPPORTS THE TRADITIONAL AND HISTORIC SPECIALTY AREAS OF THE FORMER MILLER-DWAN MEDICAL CENTER INCLUDING PHYSICAL REHABILITATION, MENTAL HEALTH, RADIATION ONCOLOGY, INPATIENT AND OUTPATIENT SURGICAL SERVICES, BURN AND WOUND CARE, AND PAIN MANAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,371,442 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACI MARCINIAK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2187862823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND STREET | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DIANE BODIN-LINK | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN HINZMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA HYSTEAD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN LAWIEN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB HEIMBACH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA STARR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SONJA BAERTSCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON MONACO | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTIN TEBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANE JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR STEVE SUTHERLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR TIMOTHY ZAGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GOLDFINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL KAISER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE LIEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT MULLEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELINDA MACHONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SKYTTA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN OVEROM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACI MARCINIAK-HILINSKI | ||||||
| PRESIDENT | 40.00 | Yes (X) | $93,886 | $0 | $17,114 | |
| PAT BURNS | ||||||
| PRESIDENT | 40.00 | Yes (X) | $57,437 | $0 | $8,231 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $151,323 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER-DWAN MEDICAL CENTER | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2ND ST | AddressLine1 |
| City | DULUTH | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $406,285 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $241,067 | FundraisingAmt |
| All Other Contributions | $595,178 | AllOtherContributionsAmt |
| Noncash Contributions | $174,080 | NoncashContributionsAmt |
| Total Contributions | $836,245 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,360 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,360 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,360 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $542,704 | TotalRevenueColumnAmt |
| Exclusion | $542,704 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,449 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,449 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,449 | TotalRevenueColumnAmt |
| Exclusion | $97,449 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,680,106 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,380,876 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $299,230 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,230 | TotalRevenueColumnAmt |
| Exclusion | $299,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,770 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $241,067 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $86,141 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,371 | TotalRevenueColumnAmt |
| Exclusion | -$29,371 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,772,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,360 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $910,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,963 | TotalAmt |
| Program Services | $458,963 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,416 | TotalAmt |
| Program Services | $247,944 | ProgramServicesAmt |
| Management And General | $103,108 | ManagementAndGeneralAmt |
| Fundraising | $55,364 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,112 | TotalAmt |
| Program Services | $8,297 | ProgramServicesAmt |
| Management And General | $9,815 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,680 | TotalAmt |
| Management And General | $21,680 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,809 | TotalAmt |
| Management And General | $11,809 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,137 | TotalAmt |
| Program Services | $18,344 | ProgramServicesAmt |
| Management And General | $6,958 | ManagementAndGeneralAmt |
| Fundraising | $16,835 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,509 | TotalAmt |
| Program Services | $2,947 | ProgramServicesAmt |
| Management And General | $562 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,441 | TotalAmt |
| Program Services | $7,301 | ProgramServicesAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,777 | TotalAmt |
| Program Services | $7,777 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,829 | TotalAmt |
| Program Services | $532,967 | ProgramServicesAmt |
| Management And General | $862 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GENERAL PUBLIC INFORMAT | $71,735 | $71,735 | ||
| FUNDRAISING | $43,300 | $43,300 | ||
| EQUIPMENT RENTAL & MAIN | $14,764 | $6,169 | $6,891 | $1,704 |
| MISCELLANEOUS | $8,178 | $8,178 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,227 | TotalAmt |
| Program Services | $8,998 | ProgramServicesAmt |
| Management And General | $5,017 | ManagementAndGeneralAmt |
| Fundraising | $212 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,665,227 | TotalAmt |
| Program Services | $1,371,442 | ProgramServicesAmt |
| Management And General | $171,183 | ManagementAndGeneralAmt |
| Fundraising | $122,602 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,136 | BOYAmt |
| EOY | $279,606 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,799 | BOYAmt |
| EOY | $393,253 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,048 | BOYAmt |
| EOY | $7,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,197,163 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,877,261 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,577,692 | BOYAmt |
| EOY | $8,319,902 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,110,339 | BOYAmt |
| EOY | $2,515,470 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,935,782 | BOYAmt |
| EOY | $13,610,984 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,804,126 | BOYAmt |
| EOY | $4,183,476 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,939,922 | BOYAmt |
| EOY | $29,310,365 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,516 | BOYAmt |
| EOY | $95,985 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,187 | BOYAmt |
| EOY | $516,570 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,300 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,003 | BOYAmt |
| EOY | $812,555 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,151,986 | BOYAmt |
| EOY | $15,506,654 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,000,807 | BOYAmt |
| EOY | $8,807,680 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,804,126 | BOYAmt |
| EOY | $4,183,476 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,956,919 | BOYAmt |
| EOY | $28,497,810 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,939,922 | BOYAmt |
| EOY | $29,310,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $107,390 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,054,151 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $379,350 | 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 | $2,499,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,056,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,055,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836,245 | CurrentTaxYearAmt |
| Total | $8,691,252 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,499,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,056,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,055,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836,245 | CurrentTaxYearAmt |
| Total | $8,691,252 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,900,740 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,790,512 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $566,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $474,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $676,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $666,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $640,153 | CurrentTaxYearAmt |
| Total | $3,024,470 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,378 | CurrentTaxYearMinus2YearsAmt |
| Total | $336,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,052,484 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $110,772 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,806,729 | BeginningYearBalanceAmt |
| Contributions | $730,679 | ContributionsAmt |
| Investment Earnings Or Losses | $1,159,217 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $387,052 | GrantsOrScholarshipsAmt |
| Other Expenditures | $257,411 | OtherExpendituresAmt |
| Administrative Expenses | $59,209 | AdministrativeExpensesAmt |
| End Year Balance | $12,992,953 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,077,645 | BeginningYearBalanceAmt |
| Contributions | $822,618 | ContributionsAmt |
| Investment Earnings Or Losses | $1,257,601 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $513,904 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,770,901 | OtherExpendituresAmt |
| Administrative Expenses | $66,330 | AdministrativeExpensesAmt |
| End Year Balance | $11,806,729 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,614,896 | BeginningYearBalanceAmt |
| Contributions | $2,411,535 | ContributionsAmt |
| Investment Earnings Or Losses | -$292,687 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $754,525 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,836,020 | OtherExpendituresAmt |
| Administrative Expenses | $65,554 | AdministrativeExpensesAmt |
| End Year Balance | $14,077,645 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,908,706 | BeginningYearBalanceAmt |
| Contributions | $2,193,371 | ContributionsAmt |
| Investment Earnings Or Losses | $1,237,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $440,157 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $284,252 | AdministrativeExpensesAmt |
| End Year Balance | $14,614,896 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,200,832 | BeginningYearBalanceAmt |
| Contributions | $2,569,988 | ContributionsAmt |
| Investment Earnings Or Losses | $1,672,323 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $487,636 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $46,801 | AdministrativeExpensesAmt |
| End Year Balance | $11,908,706 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.32210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.67790 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,931 | OtherCostOrOtherBasisAmt |
| Book Value | $531,931 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,077,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,686,879 | DepreciationAmt |
| Book Value | $6,390,603 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $952,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $422,049 | DepreciationAmt |
| Book Value | $530,317 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,635,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $768,333 | DepreciationAmt |
| Book Value | $867,051 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,319,902 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $11,131,139 | F |
| REAL ESTATE FUNDS | $2,260 | F |
| HEDGE FUNDS | $2,026,588 | F |
| MONEY MARKET FUNDS | $449,880 | F |
| CASH | $1,117 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,610,984 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERPETUAL TRUST | Desc |
| Book Value | $4,183,476 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,183,476 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,206,118 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,054,151 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $379,350 | OtherRevenueAmt |
| Revenue Not Reported | $1,433,501 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,772,617 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,772,617 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,665,227 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,665,227 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,665,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DONOR DESIGNATED FUND - FOR PROGRAM SERVICES AND FOR ACQUISITION OF LONG-LIVED ASSETS. VAN GORDON FUND: FUNDS ARE USED TO: 1. ASSIST THE PEDIATRIC REHABILITATION DEPARTMENT 2. FINANCE PROGRAMS, RESEARCH AND NEW EQUIPMENT 3. PROVIDE EDUCATIONAL OPPORTUNITIES TO REHABILITATION PATIENTS, FAMILY MEMBERS AND PRACTITIONERS 4. SUPPORT AND PROMOTE NEW AND INNOVATIVE PROGRAMS OF REHABILITATION SERVICES, RESEARCH AND EDUCATION FOR TAX-EXEMPT INSTITUTIONS IN NORTHERN MINNESOTA, NORTHERN WISCONSIN AND UPPER PENINSULA OF MICHIGAN |
| PART X, LINE 2: | NOT-FOR-PROFIT ORGANIZATIONS MAY BECOME SUBJECT TO INCOME TAXES IF QUALIFICATION AS A TAX-EXEMPT ENTITY CHANGES, IF UNRELATED BUSINESS INCOME IS GENERATED, AND IN CERTAIN OTHER INSTANCES. NOT-FOR-PROFIT ORGANIZATIONS ARE REQUIRED TO ASSESS THE CERTAINTY OF THEIR TAX POSITIONS RELATED TO THESE MATTERS AND, IN SOME CASES, RECORD LIABILITIES FOR POTENTIAL TAXES, INTEREST AND PENALTIES ACCOMPANIED BY FOOTNOTE DISCLOSURES. THE FOUNDATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE THE ACCRUAL OF AN INCOME TAX PROVISION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 379,350. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ARTCETERA | NameOfEvent1Amt |
| Gross Receipts Event1 | $258,992 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $241,067 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,925 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $32,479 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $40,006 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | COLOR DASH | NameOfEvent2Amt |
| Gross Receipts Event2 | $38,845 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $38,845 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $970 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $2,886 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $297,837 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $241,067 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,770 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $970 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,479 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,892 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $86,141 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,371 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 200360007 | 501(C)(3) | $105,091 | CASH | ASSISTANCE & PURCHASE OF MACHINES |
| COURAGE CENTER | ||||||||
| 3915 GOLDEN VALLEY ROAD | GOLDEN VALLEY | MN | 55422 | 410706118 | 501(C)(3) | $10,000 | CASH | ASSISTANCE |
| ESSENTIA HEALTH | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 200360007 | 501(C)(3) | $75,888 | CASH | ASSISTANCE |
| YMCA CAMP MILLER | ||||||||
| 89382 E FRONTAGE ROAD | STURGEON LAKE | MN | 55783 | 410693931 | 501(C)(3) | $6,810 | CASH | ASSISTANCE |
| COLLEGE OF ST SCHOLASTICA | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501(C)(3) | $41,740 | CASH | ASSISTANCE |
| EQUIPALIFE | ||||||||
| 563 PIONEER CREEK DRIVE | MAPLE PLAIN | MN | 55359 | 411913782 | 501(C)(3) | $10,000 | CASH | ASSISTANCE |
| FAITH UNITED METHODIST CHURCH | ||||||||
| 1531 HUGHITT AVE | SUPERIOR | WI | 54880 | 391840533 | 501(C)(3) | $5,000 | CASH | ASSISTANCE |
| GIRL SCOUTS OF MN AND WI LAKES AND PINES | ||||||||
| 400 2ND AVE S | WAITE PARK | MN | 56387 | 410877820 | 501(C)(3) | $5,000 | CASH | ASSISTANCE |
| LIFE HOUSE | ||||||||
| 102 W 1ST ST | DULUTH | MN | 55802 | 411704840 | 501(C)(3) | $15,000 | CASH | ASSISTANCE |
| LUTHERAN SOCIAL SERVICE | ||||||||
| 104 W 1ST ST | DULUTH | MN | 55802 | 410872993 | 501(C)(3) | $16,000 | CASH | ASSISTANCE |
| NORTHERN WATERS PARISH NURSE MINISTRY | ||||||||
| 3500 TOWER AVE | SUPERIOR | WI | 54880 | 312001278 | 501(C)(3) | $5,000 | CASH | ASSISTANCE |
| PAVSA | ||||||||
| 32 E 1ST STREET SUITE 200 | DULUTH | MN | 55802 | 411350021 | 501(C)(3) | $15,000 | CASH | ASSISTANCE |
| RESIDENTIAL SERVICES OF NE MN INC | ||||||||
| 2619 W 15TH ST | DULUTH | MN | 55811 | 411296663 | 501(C)(3) | $10,000 | CASH | ASSISTANCE |
| CAMPS OF COURAGE & FRIENDSHIP | ||||||||
| 10509 18TH ST NW | ANNANDALE | MN | 55302 | 411543013 | 501(C)(3) | $10,000 | CASH | ASSISTANCE |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55802 | 271291124 | 501(C)(3) | $9,073 | CASH | ASSISTANCE |
| MILLER-DWAN FOUNDATION AMBERWING LLC | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55802 | 203644274 | DISREGARDED ENTITY | $41,778 | CASH | ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MILLER-DWAN FOUNDATION GRANTEES, WHEN APPROVED FOR GRANT AWARDS, ENTER INTO A FORMAL GRANT AGREEMENT THAT DIRECTLY REFLECTS THE PROJECT OR SERVICES FOR WHICH THEY REQUESTED FUNDING. ALL FINAL GRANTING DECISIONS WILL BE MADE BY THE MILLER-DWAN FOUNDATION BOARD OF DIRECTORS. NOTIFICATION OF GRANTING DECISIONS WILL BE MADE WITHIN 5 DAYS FOLLOWING A GRANT REVIEW. UPON APPROVAL, THE FOLLOWING DOCUMENTS ARE PREPARED AND MAILED TO THE GRANTEE FOR SIGNATURES: - AWARD LETTER - AGREEMENT OF GRANTEE - MEDIA INFORMATION - FINAL REPORT FORM APPLICANTS DECLINED FOR APPROVAL RECEIVE A LETTER SIGNIFYING THE BOARD'S DECISION. FOR GRANTS AWARDED OUTSIDE OF THE HEALTH SYSTEM, A CHECK REQUEST IS FORWARDED TO THE FOUNDATION ACCOUNTANT TO INITIATE PAYMENT WITH FOUNDATION GRANT FUNDS AFTER SIGNED PAPERWORK IS RETURNED. FOR INTERNAL GRANTS, NOTIFICATION OF AWARD WILL BE DISTRIBUTED TO DESIGNATED ESSENTIA ACCOUNTANTS. THE MILLER-DWAN FOUNDATION WILL BE BILLED BY ACCOUNTING FOR GRANT-RELATED EXPENDITURES. A COPY OF THE FOUNDATION AWARD LETTER MUST ACCOMPANY EACH PURCHASE REQUISITION. THE PURCHASE REQUISITION MUST INDICATE THAT THE PURCHASE IS FOUNDATION RELATED. GRANT FUNDS WILL BE SPENT USING ESSENTIA'S APPROVED PURCHASING PROCESS. MILLER-DWAN FOUNDATION IS UNABLE TO DIRECTLY REIMBURSE INDIVIDUALS OR DEPARTMENTS FOR GRANT EXPENDITURES NOT MADE USING THE APPROVED PURCHASING PROCESS. IF THERE ARE EXTENUATING CIRCUMSTANCES, APPROVAL FOR DIRECT REIMBURSEMENT MUST BE OBTAINED FROM MILLER-DWAN FOUNDATION IN ADVANCE OF ANY PURCHASES. COPIES OF ALL ASSOCIATED PAPERWORK INCLUDING CHECK REQUESTS, CHECK COPIES AND GRANTEE CORRESPONDENCE ARE FILED IN THE ORIGINAL GRANT FILE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACI MARCINIAK-HILINSKI | ||||||||||||||
| PRESIDENT | $93,886 | $0 | $0 | $0 | $0 | $0 | $4,692 | $0 | $12,422 | $0 | $111,000 | $0 | $0 | $0 |
| PAT BURNS | ||||||||||||||
| PRESIDENT | $57,437 | $0 | $0 | $0 | $0 | $0 | $2,860 | $0 | $5,371 | $0 | $65,668 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II | FormAndLineReferenceDesc |
| Explanation | ESSENTIA HEALTH IS THE UNRELATED ORGANIZATION THAT IS COMPENSATING PAT BURNS AND TRACI MARCINIAK-HILINSKI. MILLER-DWAN FOUNDATION REIMBURSES ESSENTIA HEALTH FOR THE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,475 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - PROVIDED BY DONOR | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,878 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MSR PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $105,727 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS ARE GIVEN CONFLICT OF INTEREST FORM TO SIGN AT THE START OF THEIR TERM. PERIODICALLY THEY WILL SIGN ANOTHER COPY IF A DISCUSSION OR GRANT ROUND IS APPLICABLE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICE. |
| 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. |
| FORM 990, PART VIII, LINE 8 | THE TOTAL GROSS RECEIPTS FROM FUNDRAISING EVENTS IS $297,837. THIS INCLUDES $241,067 OF CONTRIBUTIONS THAT IS INCLUDED ON PART VIII, LINE 1C. WHEN THE CONTRIBUTIONS ARE RECLASSED TO LINE 1C, A LOSS IS SHOWN FOR THE FUNDRAISING EVENTS. |
| FORM 990, PART XI, LINE 9: | DECREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 379,350. |
| FORM 990, PART I, LINE 5 | MILLER-DWAN FOUNDATION HAS 6 EMPLOYEES. THESE EMPLOYEES ARE COMPENSATED BY ESSENTIA HEALTH, AN UNRELATED ORGANIZATION. MILLER-DWAN FOUNDATION REIMBURSES ESSENTIA HEALTH FOR THE COMPENSATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| MILLER-DWAN FOUNDATION HOSPICE HOUSE LLC | |||||||||
| 502 EAST SECOND STREET | DULUTH | MN | 55805 | 203644274 | OWNERSHIP OF HOSPICE PROPERTY | MN | -$225,888 | $2,569,802 | N/A |
| MILLER-DWAN FOUNDATION AMBERWING LLC | |||||||||
| 502 EAST SECOND STREET | DULUTH | MN | 55805 | OWNERSHIP OF AMBERWING PROPERTY | MN | $222,026 | $5,715,178 | N/A | |