ANNE CARLSEN CENTER: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANNE CARLSEN CENTER (EIN 87-0694180)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349302585
- 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 C
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T11:59:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | 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 | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870694180 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CARLSEN CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNE | NameControl |
| Phone | 8005685175 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NE BOX 8000 | AddressLine1 |
| City | JAMESTOWN | City |
| State | ND | State |
| ZIP Code | 58402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC MONSON | Name |
| Title | CEO | Title |
| Phone | 8005685175 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | XIAOYAN LUO | Name |
| PTIN | P01305207 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ERIC MONSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NE BOX 8000 | AddressLine1 |
| City | JAMESTOWN | City |
| State | ND | State |
| ZIP Code | 58402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23157296 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ANNECENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS AND OTHER CHILDREN AND ADULTS WITH SPECIALIZED HEALTH CARE AND EDUCATION NEEDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 655 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 568679 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8578 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21803802 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23125190 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -385 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5301 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 103929 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18227 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22476025 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23157296 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17555376 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21674420 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4786304 | OtherExpensePriorYear |
| Other Expenses Current Year | 5627564 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22356680 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27316984 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 119345 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4159688 | RevenuesLessExpensesCY |
| Total Assets BOY | 9245993 | TotalAssetsBOY |
| Total Assets EOY | 4215340 | TotalAssetsEOY |
| Total Liabilities BOY | 5810157 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4939192 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3435836 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -723852 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS AND OTHER CHILDREN AND ADULTS WITH SPECIALIZED HEALTH CARE AND EDUCATION NEEDS. OPERATING LOSSES GENERATED IN FULFILLMENT OF THE CENTER'S MISSION ARE COMPENSATED FOR BY THE ACTIVE FOUNDATION FUND RAISING EFFORTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11451449 | Expense |
| Grants | 15000 | Grants |
| Revenue | 11488007 | Revenue |
| Description | RESIDENT/MEDICAL:COMPLEX MEDICAL CARE, PSYCHOLOGICAL, HOME LIFE ENVIRONMENT, DIETARY, PHYSICIAN. REVENUE IS REFLECTED AT GROSS, CONTRACTUAL DISCOUNTS TOTAL $465,236. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6604118 | Expense |
| Grants | 0 | Grants |
| Revenue | 6123376 | Revenue |
| Description | COMMUNITY SERVICES:CATEGORY INCLUDES IN HOME AND DAY SUPPORTS, OTHER OUTREACH SERVICES, EARLY INTERVENTION PROGRAM GROSS REVENUES ARE REFLECT IN COMMUNITY SERVICES OR $3,391,135. DAY SUPPORTS DEDUCTIONS ARE $642,434; IN-HOME SUPPORT DEDUCTIONS ARE $310,188. OUTREACH SERVICES (THERAPY, WORKSHOPS, EVALUATIONS, CONSULTATIONS AND MISC OTHER REVENUE TOTAL $170,793). CONTRACTUAL PAYMENTS FOR OUTREACH THERAPY SERVICES TOTALED $64,783. TOTAL EARLY INTERVENTION REVENUES WERE $3,563,174 AND EXPENSES WERE $3,713,061. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4005721 | Expense |
| Grants | 0 | Grants |
| Revenue | 3881673 | Revenue |
| Description | EDUCATION:NINE MONTH SCHOOL, TEN WEEK EXTENDED SUMMER PROGRAM. SERVED 61 STUDENTS OR 10,631 CENSUS DAYS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1819299 | Expense |
| Grants | 0 | Grants |
| Revenue | 1632134 | Revenue |
| Description | THERAPEUTIC SUPPORT:PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, RECREATIONAL. PROVIDED TO BOTH CENTER STUDENTS AND OUTPATIENT IN JAMESTOWN, CARRINGTON AND VALLEY CITY. SENSORY MOTOR, INTEGRATION, AQUATIC THERAPY, DYSPHASIA TREATMENT, AND ADAPTIVE EQUIPMENT. TOTAL UNITS OF SERVICES 37,222. REVENUE IS REFLECTED AS GROSS. DEDUCTIONS FROM REVENUE INCLUDE OP MEDICAID $90,740; OP COMMERCIAL INSURANCE $86,458. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1819299 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1632134 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23880587 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | 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 | 0 | 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 | 0 | 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 | 81 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 655 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN HARTMANN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7012523850 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NE BOX 8000 | AddressLine1 |
| City | JAMESTOWN | City |
| State | ND | State |
| ZIP Code | 58402 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PAT TRAYNOR | ||||||||
| BOARD CHAIR | 2.00 | 2.00 | X | X | 0 | 0 | 0 | |
| BRUCE ISERMAN | ||||||||
| BOARD VICE CHAIR | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| PAT MCCULLOUGH | ||||||||
| SECRETARY | 1.50 | 1.50 | X | X | 0 | 0 | 0 | |
| HARVEY HUBER | ||||||||
| TREASURER | 1.50 | 1.50 | X | X | 0 | 0 | 0 | |
| TIM FLAKOLL | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| JOEL FREMSTAD | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT MONTGOMERY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| SUE OFFUTT | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS ROHLEDER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| JANET SEAWORTH | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| REESA WEBB | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| ERIC MONSON | ||||||||
| CEO | 40.00 | 10.00 | X | 187973 | 0 | 24207 | ||
| JUDY KULLA | ||||||||
| CFO | 40.00 | 10.00 | X | 103474 | 0 | 12400 | ||
| MARCIA GUMS | ||||||||
| COO | 50.00 | 0.00 | X | 133955 | 0 | 24560 | ||
| MARGIE JOHNSON | ||||||||
| HR DIRECTOR | 50.00 | 0.00 | 100410 | 0 | 26644 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 525812 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 87811 | 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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | |||||
| 220 S SIXTH ST 300 | MINNEAPOLIS | MN | 554021436 | ACCOUNTING SERVICES | 194332 |
| INNOVIS HEALTH LLC | |||||
| 3000 - 32ND AVE S | FARGO | ND | 58103 | HEALTH CARE SERVICES | 130528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 8578 | GovernmentGrants |
| Total Contributions | 8578 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT SERVICE REV | 623990 | 13386430 | 13386430 |
| COMMUNITY SUPPORT REV | 623990 | 5978197 | 5978197 |
| EARLY INTERVENTION | 623990 | 3563752 | 3563752 |
| RESOURCE CENTER REV | 623990 | 85629 | 85629 |
| SCHOOL LUNCH PROGRAM | 611710 | 78950 | 78950 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32232 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32232 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23125190 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1161 | TotalRevenueColumn |
| Exclusion | $1,161 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4140 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4140 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4140 | TotalRevenueColumn |
| Exclusion | $4,140 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18227 | TotalRevenueColumn |
| Exclusion | $18,227 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18227 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23157296 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23125190 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,528 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Program Services | 15000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486569 | Total |
| Program Services | 486569 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16964478 | Total |
| Program Services | 15189137 | ProgramServices |
| Management And General | 1775341 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397382 | Total |
| Program Services | 349226 | ProgramServices |
| Management And General | 48156 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2450388 | Total |
| Program Services | 2229217 | ProgramServices |
| Management And General | 221171 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1375603 | Total |
| Program Services | 1265880 | ProgramServices |
| Management And General | 109723 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13065 | Total |
| Management And General | 13065 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106720 | Total |
| Management And General | 106720 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855232 | Total |
| Program Services | 583975 | ProgramServices |
| Management And General | 271257 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298779 | Total |
| Program Services | 203849 | ProgramServices |
| Management And General | 94930 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 919656 | Total |
| Program Services | 842413 | ProgramServices |
| Management And General | 77243 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663991 | Total |
| Program Services | 591439 | ProgramServices |
| Management And General | 72552 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 974363 | Total |
| Program Services | 974363 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178461 | Total |
| Program Services | 178461 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM SUPPLIES | 563904 | 563706 | 198 |
| STAFF DEVELOPMENT | 284070 | 130132 | 153938 |
| EQUIPMENT AND REPAIRS | 267928 | 238125 | 29803 |
| DUES AND SUBSCRIPTIONS | 47495 | 28888 | 18607 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453900 | Total |
| Program Services | 10207 | ProgramServices |
| Management And General | 443693 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27316984 | Total |
| Program Services | 23880587 | ProgramServices |
| Management And General | 3436397 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3491978 | BOY |
| EOY | -8872323 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4490453 | BOY |
| EOY | 4589422 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17555 | BOY |
| EOY | 16836 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112752 | BOY |
| EOY | 120453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20310920 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12354811 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8038535 | BOY |
| EOY | 7956109 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78676 | BOY |
| EOY | 404843 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9245993 | BOY |
| EOY | 4215340 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2333939 | BOY |
| EOY | 2313116 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3476218 | BOY |
| EOY | 2626076 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5810157 | BOY |
| EOY | 4939192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3435836 | BOY |
| EOY | -723852 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3435836 | BOY |
| EOY | -723852 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9245993 | BOY |
| EOY | 4215340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -4159688 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $13,989 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 13989 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | COSTS INCURRED FOR EDUCATION AND ADVOCACY IN ORDER TO ADVOCATE ADDITIONAL FUNDING FOR REIMBURSEMENT TO MEET COMPLEX NEEDS FOR CHILDREN WITH MEDICAL FRAGILITY AND BEHAVIOR CHALLENGES. EDUCATION OF LEGISLATORS AND STATE DEPARTMENT OF HUMAN SERVICES ON SPECIAL NEEDS OF CHILDREN WHO ARE MEDICALLY FRAGILE WITH FRAGILITY AND BEHAVIOR CHALLENGES AND COSTS THAT WERE BEING INCURRED AND NOT FUNDED. PRESENTATIONS REGARDING CHILDHOOD AUTISM WERE MADE AT THE REQUEST OF LEGISLATIVE COMITTEES. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1173971 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | 90948 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1279919 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1206731 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | -37660 | InvestmentEarningsOrLosses |
| Administrative Expenses | 100 | AdministrativeExpenses |
| End Of Year Balance | 1173971 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 959049 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 239682 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1206731 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.75150 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24860 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132290 | OtherCostOrOtherBasis |
| Book Value | 132290 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10328035 | OtherCostOrOtherBasis |
| Depreciation | 6132134 | Depreciation |
| Book Value | 4195901 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9013063 | OtherCostOrOtherBasis |
| Depreciation | 5718667 | Depreciation |
| Book Value | 3294396 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 837532 | OtherCostOrOtherBasis |
| Depreciation | 504010 | Depreciation |
| Book Value | 333522 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7956109 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM ANNE CARLSEN CENTER FOUNDATION | Description |
| Book Value | 404843 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 404843 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THIRD PARTY PAYOR SETTLEMENTS | Description |
| Amount | $2,626,076 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2626076 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE HELD BY THE ANNE CARLSEN CENTER FOUNDATION FOR THE SUPPORT OF THE MISSION OF THE ANNE CARLSEN CENTER PROGRAMS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE CENTER IS ORGANIZED AS A NORTH DAKOTA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CENTER UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION WITH RELEVANT TAX AUTHORITIES, AS DEFINED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE CENTER BELIEVES THE ORGANIZATION IS COMPLIANT WITH ALL IRS REGULATIONS AND AS OF DECEMBER 31, 2012, HAS NOT RECORDED A TAX LIABILITY FOR A TAX UNCERTAINTY. THE CENTER'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. ANNE CARLSEN IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE FISCAL YEARS 2009 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 0 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE CENTER'S NONDISCRIMINATORY POLICY IS PUBLICIZED IN THE STUDENT HANDBOOKS, EMPLOYEE HANDBOOKS AND THE "AMBASSADOR" NEWSLETTER PUBLICATION. |
| EXPLANATION OF DOCUMENT RETENTION | SCHEDULE E, PART I, LINE 4 | STUDENT TUITION COSTS FOR BASIC CURRICULUM ARE PAID BY LOCAL SCHOOL DISTRICTS THROUGH CONTRACTS WITH THE CENTER WHILE NOT OFFERING SCHOLARSHIPS. THE CENTER SEEKS AND SECURES DONATIONS FOR ADVANCED CURRICULUM AND STATE OF THE ART TECHNOLOGY APPLICATION IN THE CLASSROOM AND COMMUNITY SETTINGS. NAMED AN APPLE DISTINGUISHED SCHOOL, THE CENTERS SCHOOL PROVIDES SIGNIFICANT RESOURCES TO ENHANCE THE EDUCATION EXPERIENCE FOR THE STUDENTS AT THE CENTER. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE CENTER RECEIVED ASSISTANCE UNDER THE SCHOOL LUNCH PROGRAM - $78,950; TUITION REIMBURSEMENTS FROM LOCAL SCHOOL DISTRICTS, SPECIAL EDUCATION UNITS, BUREAU OF INDIAN EDUCATION AND THE STATE DEPARTMENT OF PUBLIC INSTRUCTIONS. THE CENTER RECEIVED MEDICAID FUNDING FROM NORTH DAKOTA DEPARTMENT OF HUMAN SERVICES FOR RESIDENTIAL/MEDICAL AND KIDS PROGRAM ON STATE MEDICAID PROGRAM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP GRASSICK | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX F | AddressLine1 |
| City | DAWSON | City |
| State | ND | State |
| ZIP Code | 584580005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 456012705 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 15000 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SUPPPORT DISABLED CHILDREN; IN ADDITION, ACC HOLDS A ONE WEEK TECHNO CAMP | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | 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: THE CENTER RECEIVES AN ANNUAL UPDATE REPORT AS TO THE USE OF THE DOLLARS THAT THEY GRANT TO ELKS CAMP GRASSICK. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC MONSON | ||||||||||||||
| CEO | 164273 | 0 | 23700 | 0 | 0 | 0 | 6809 | 0 | 17398 | 0 | 212180 | 0 | 0 | 0 |
| MARCIA GUMS | ||||||||||||||
| COO | 115371 | 0 | 11924 | 0 | 6660 | 0 | 4423 | 0 | 20137 | 0 | 158515 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL ORGANIZATION MISSION INFORMATION | FORM 990, PART III, LINE 1 | ADDITIONALLY, THE PURPOSES FOR WHICH THE CORPORATION IS ORGANIZED ARE: A) TO PROVIDE EXCELLENCE IN SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS AND OTHER CHILDREN AND ADULTS WITH SPECIALIZED HEALTH CARE AND EDUCATIONAL NEEDS; B) TO SUPPORT INDIVIDUALS, ALONG WITH THEIR FAMILIES, AS THEY PURSUE GROWTH AND FULFILLMENT IN THEIR LIVES THROUGH LEADERSHIP IN EDUCATION, LIFE SKILLS TRAINING AND TECHNOLOGY; C) TO SEEK, OBTAIN AND MAINTAIN ONGOING COMMUNITY PARTNERSHIPS AND PHILANTHROPIC SUPPORT TO ACCOMPLISH SUCH PURPOSES; D) TO ENGAGE IN ANY LAWFUL NONPROFIT ACTIVITY NOT INCONSISTENT WITH THE CORPORATION'S STATUS AS A CHARITABLE TAX-EXEMPT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE GOVERNANCE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, PAST CHAIR, CORPORATE TREASURER AND CORPORATE SECRETARY. THE GOVERNANCE COMMITTEE HAS THE POWER TO TRANSACT ALL BUSINESS OF THE CENTER DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD, PROVIDED THAT ANY ACTION SO TAKEN DOES NOT CONFLICT WITH THE POLICIES AND EXPRESS WISHES OF THE BOARD OF TRUSTEES, AND THE COMMITTEE REFERS ALL MATTERS OF MAJOR IMPORTANCE TO THE FULL BOARD. THE COMMITTEE IS RESPONSIBLE FOR BOARD DEVELOPMENT, NOMINATING BOARD MEMBERS, GOVERNANCE POLICIES, AS WELL AS EMPLOYMENT REVIEW AND COMPENSATION OF THE PRESIDENT/CEO. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO PROVIDES THE FORM 990 ELECTRONICALLY TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE FINANCE COMMITTEE, CFO AND CEO WILL CONDUCT A FINAL REVIEW AND APPROVAL OF THE FORM 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. THE PURPOSE OF THIS POLICY IS TO ENSURE IDENTIFICATION AND RESOLUTION OF THOSE INSTANCES IN WHICH GOVERNING BOARD MEMBERS, OFFICERS, EMPLOYEES AND OTHER AGENTS OR REPRESENTATIVES OF THE CENTER (AND ITS AFFILIATES AND SUBSIDIARIES) MAY FIND THEMSELVES IN CIRCUMSTANCES GIVING RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. TO PROTECT THE CENTER'S INTEREST IN SUCH SITUATIONS, AND TO PROVIDE FOR ADEQUATE REPORTING MECHANISMS, ANNE CARLSEN CENTER WILL NOT ENTER INTO ANY TRANSACTION OR ARRANGEMENT WITH ANY ENTITY IN WHICH ANY BOARD MEMBER, OFFICER, EMPLOYEE OR AGENT THAT HAS A FINANCIAL INTEREST UNLESS SUCH TRANSACTION OR ARRANGEMENT IS FULLY DISCLOSED TO, AND APPROVED BY THE PRESIDENT/CEO (OR THE BOARD, IF THE PRESIDENT/CEO OR A BOARD MEMBER HAS THE FINANCIAL INTEREST). AFTER DISCLOSURE OF THE FINANCIAL INTEREST OR FIDUCIARY RESPONSIBILITY AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINAL DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION AND BENEFITS ARE REVIEWED, SET AND APPROVED INITIALLY BY THE GOVERNANCE COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS. AN INDEPENDENT CONSULTANT IS USED TO DEVELOP AND CONDUCT A MARKET SURVEY FOR CASH COMPENSATION AND BENEFITS. THE SURVEY IS SENT TO STATE AND REGIONAL HEALTH AND HUMAN SERVICE PROVIDERS OF LIKE SIZED ORGANIZATIONS. PUBLISHED SURVEYS ARE ALSO USED BY THE CONSULTANT. A REPORT IS FILED WITH THE GOVERNANCE COMMITTEE AND BOARD AS WELL AS REVIEWED WITH THE INDEPENDENT CONSULTANT. DOCUMENTATION WOULD INCLUDE THE COMPENSATION REPORT AND MINUTES OF GOVERNANCE COMMITTEE AND BOARD DELIBERATIONS. ACC FOLLOWS THIS PROCESS EACH YEAR AND WAS MOST RECENTLY UNDERTAKEN IN MAY, 2013 FOR THE CEO, E. MONSON. THE CEO DETERMINES MANAGEMENT COMPENSATION PACKAGES FOR OTHER OFFICERS IN CONSULTATION AND RECOMMENDATION FROM AN EXTERNAL COMPENSATION CONSULTANT. AN INDEPENDENT CONSULTANT IS USED TO DEVELOP AND CONDUCT A MARKET SURVEY FOR CASH COMPENSATION AND BENEFITS. THE SURVEY IS SENT TO STATE AND REGIONAL HEALTH AND HUMAN SERVICE PROVIDERS OF LIKE SIZED ORGANIZATIONS. PUBLISHED SURVEYS ARE ALSO USED BY THE CONSULTANT. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN MAY, 2013 FOR THE CFO, J. KULLA, THE COO, M. GUMS AND ALL OTHER EXECUTIVE POSITIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CENTER'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNE CARLSEN CENTER FOUNDATION | ||||||||||
| 701 3RD STREET NE BOX 8000 | JAMESTOWN | ND | 58402 | 721524988 | TO SUPPORT THE MISSION OF ANNE CARLSEN CENTER THROUGH FUNDRAISING | ND | 501(C)(3) | LINE 7 | ANNE CARLSEN CENTER | 1 |
| NIERLING ANNE CARLSEN CENTER TRUST | ||||||||||
| 701 3RD STREET NE BOX 8000 | JAMESTOWN | ND | 58402 | 912004887 | PRIVATE FOUNDATION | ND | 501(C)(3) | PF | ANNE CARLSEN CENTER | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CARLSEN CENTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 327063 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |