HAZELDEN BETTY FORD FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HAZELDEN BETTY FORD FOUNDATION (EIN 41-0682405)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201142249349301824
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T11:41:57-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 Green Valley Drive 700 | AddressLine1 |
| City | Bloomington | City |
| State | MN | State |
| ZIP Code | 55437 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410682405 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hazelden Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAZE | NameControl |
| Phone | 6512134006 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1 |
| City | Center City | City |
| State | MN | State |
| ZIP Code | 55012 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Blaha | Name |
| Title | Chief Financial Officer | Title |
| Phone | 6512134006 | Phone |
| Date Signed | 2011-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kim Hunwardsen CPA | Name |
| Phone | 9529446166 | Phone |
| Date Prepared | 2011-08-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark Mishek | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1 |
| City | Center City | City |
| State | MN | State |
| ZIP Code | 55012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 213406251 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.hazelden.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | To help more people sustain lifelong recovery from addiction to alcohol and other drugs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1171 | TotalNbrEmployees |
| Total Nbr Volunteers | 201 | TotalNbrVolunteers |
| Total Gross UBI | 17280 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 16280 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5669275 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3840818 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 87658854 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 109130085 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 833007 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5130909 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2791360 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1483280 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 96952496 | TotalRevenuePriorYear |
| Total Revenue Current Year | 119585092 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 497498 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 610797 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 54289869 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 63487836 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2167339 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39396579 | OtherExpensePriorYear |
| Other Expenses Current Year | 46137785 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94183946 | TotalExpensesPriorYear |
| Total Expenses Current Year | 110236418 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2768550 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9348674 | RevenuesLessExpensesCY |
| Total Assets BOY | 223262688 | TotalAssetsBOY |
| Total Assets EOY | 254450576 | TotalAssetsEOY |
| Total Liabilities BOY | 39365146 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49525473 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 183897542 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 204925103 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Hazelden Foundation's mission is to help restore hope, healing and health to people affected by addiction to alcohol and other drugs. This is accomplished through a commitment to treatment, publishing, higher education, research, public education and advocacy, and shared learning with other organizations. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 69633422 | Expense |
| Revenue | 85919526 | Revenue |
| Description | Addiction Treatment for Adults, Youth, and Families: The goal of addiction treatment at Hazelden is lifelong recovery for each patient. Hazelden approaches treatment for addiction and co-occurring mental health disorders in a holistic way. Treatment incorporates integrated clinical disciplines with individualized planning and care. Interdisciplinary care teams consist of addiction counselors, psychologists and psychiatrists, physicians and nurses, family specialists, spiritual care professionals, nutritionists, and wellness specialists. Primary care addiction treatment is offered at Hazelden facilities in Center City, St. Paul, and Plymouth, Minnesota, Chicago, Illinois, Naples, Florida, New York, New York, and Newberg, Oregon. In addition to primary care addiction treatment, Hazelden provides assessment and evaluation services, residential extended and intermediate care programs, continuing care services, and mental health services. Hazelden also understands that recovery from addiction involves rebuilding relationships with family members and friends. Through Hazelden's family, parent, and sibling programs, patients and family members receive education, guidance, and support to achieve a healthier way of life. In 2010, the following number of people directly benefited from Hazelden addiction treatment and recovery programs: Primary Treatment-Adult 2,743 Family Program-Adult 1,951 Renewal Center and Lodge 1,259 Family Program-Youth 956 Primary Treatment-Youth 629 Extended Treatment-Adult 463 Intensive Outpatient 379 Mental Health Services-Adults 369 Continuing Care Services 285 Intermediate Care Services 186 Outpatient Treatment-Adult 131 Mental Health Services-Youth 131 Room & Board 122 Day Treatment-Adult 117 Extended Treatment-Youth 103 Teen Intervene 50 Day Treatment-Youth 24 Your Next Step 6 TOTAL PATIENTS SERVED 9,904 Additionally, patient aid is available as measured as a discount to standard program rates, and in 2010, $5,424,000 was provided to 2,207 qualifying patients and family members. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15402597 | Expense |
| Revenue | 21124705 | Revenue |
| Description | Publication of Educational Materials: Hazelden's publishing division develops and distributes resources to help people recognize, understand, and overcome addiction and co-occurring mental health disorders and other closely related problems. As the leading publisher of evidence-based curricula and other materials for professionals who work to prevent and treat addiction, Hazelden's proven-effective resources are implemented in a variety of settings, including schools, other addiction treatment programs, correctional programs, government and military agencies, and mental health and counseling agencies. Hazelden publications, particularly its signature daily meditation books, are also known the world over for helping people learn to apply recovery principles and practices to daily life. Daily meditation books and other Hazelden materials provide much-needed inspiration, encouragement, guidance, and support for lifelong recovery from the disease of addiction. Recovery resources including books, pamphlets, and DVDs valued at more than $479,000 were distributed through Hazelden's BookAid program in 2010 to individuals as well as schools, prisons, treatment centers, and other nonprofit organizations. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2763946 | Expense |
| Grants | 610797 | Grants |
| Revenue | 3551854 | Revenue |
| Description | Higher Education and Professional Training: Integral to Hazelden's mission is the education of addiction counselors and the training of other professionals who address addiction-related issues. Beginning in the 1960s, Hazelden's educational programs have consistently graduated professionals who provide extraordinary, expert care to people suffering with alcohol and other drug addiction. The Hazelden Graduate School of Addiction Studies, accredited by the Higher Learning Commission of the North Central Association of Colleges and Schools, graduates highly educated counselors well prepared to treat the complexities of addiction and co-occurring mental health disorders. The graduate school's innovative and comprehensive programs integrate direct clinical practice with academic training to build professional competency in the field of addiction counseling. In 2010, the school awarded 66 Masters of Arts degrees in Addiction Counseling. Hazelden has a longstanding reputation for sharing knowledge about addiction treatment and recovery. Hazelden's Professionals in Residence (PIR) program is a case in point. The program brings physicians, psychiatrists, judges, social workers, clergy, school chemical health specialists, and other professionals to Hazelden for an intensive opportunity to learn about the challenges of addiction, the effectiveness of treatment, and how to recognize and respond appropriately to addiction-related issues. In 2010, 253 professionals participated in Hazelden's PIR program. | Description |
Activity Other ActivityOther (2 entries)
| DescriptionDescription |
|---|
| Community Care and Community Benefit: In meeting Hazelden's commitment to our mission and the underlying charitable purpose of our organization, we invest our time, financial resources and energy helping people and communities understand and address addiction as a treatable disease, and spread the word that recovery is possible. "Be of service" is an integral Hazelden value which we demonstrate in a variety of ways. Perhaps the most obvious way Hazelden meets our commitment to the community is by providing treatment services to individuals and families who seek and qualify for care but are unable to pay the full cost. Our patient aid awards totaled $5,424,000 and $4,314,000 in 2010 and 2009, respectively. Our patient aid policy provides that Hazelden will annually establish a target amount of aid based on our actual net adjusted patient service revenue. In addition, the Foundation provides a variety of other benefits for the public good including:Graduate School of Addiction Studies: -The Hazelden Graduate School of Addiction Studies is dedicated to preparing future leaders in addiction counseling through the Master of Arts in Addiction Counseling and the Certificate in Addiction Counseling program. The school offers a full scholarship each year to a student from Chisago County Health and Human Services. The school also provided over 19,000 hours of clinical services by student interns at agencies reaching underserved and economically disadvantaged populations. -Sixty-six students graduated with master degrees from the school in 2010. Ninety-one percent of the class of 2009 who sought careers in the addiction treatment field found employment in their home communities or at regional or national treatment agencies. Faculty and graduate school leaders speak to local and national audiences on a broad range of addiction, treatment and addiction counseling topics. Butler Center for Research: The Butler Center for Research is dedicated to improving recovery from addiction by conducting clinical and institutional research, collaborating with other research centers, and communicating scientific findings. It is the center's vision that sustained recovery for all who seek help will be achieved through advancements in knowledge and integration of research into practice. To this end, the staff of the Butler Center for Research conduct research with sound scientific integrity, work to advance innovation and research inquiry, and promote objectivity and data-driven decision-making. Among the department's many activities in 2010: -As part of Hazelden's commitment to evidence-based practice, over 20 projects were conducted to inform clinical care and academic programming, identify treatment needs, drive data-based decision-making, contribute to outcomes initiatives, and add to the field's knowledge of addiction treatment. -The Huss Research Chair on Older Adults is a collaborative initiative that allows Hazelden researchers to partner with leading national experts on projects related to older adults with addiction. The current Huss Research study is examining the effects of naltrexone, an anti-craving agent for alcohol, on treatment outcomes among alcohol dependent adult residential patients. In addition, the study is assessing the degree to which a favorable response to naltrexone is associated with a particular genotype. Over 140 adults were recruited into the study during 2010. -Additional clinical research projects continued in 2010. Follow-up data collection was completed for a study on the neurobiology of stimulant addiction and recovery among young adults conducted in partnership with the University of Minnesota's Department of Psychiatry and Center for Magnetic Resonance Research. A pilot study examining the effects of recovery-related text messaging on continuing care compliance among young adults in treatment was launched in early 2010 with over 60 participants recruited by year end. In addition, recruitment for a spirituality and recovery study was completed in early 2010 and follow-up assessments are underway. This project examines how changes in gratitude, resentment and self-centeredness are related to spiritual development and set the stage for ongoing recovery. -Over 32,000 issues of "Research Update" were disseminated to professionals, educators, students and others. These two-page summaries of scientific findings from the field of addiction treatment research are provided at no cost as a community benefit to policymakers, treatment professionals and the public at large. The issues are now available online for convenient access. -As part of the Center's dissemination efforts, three research manuscripts were submitted to peer reviewed journals in the latter half of 2010. -Helen Pettinati, Ph.D., Director of the Addiction Treatment Research and Medication Development Division at the University of Pennsylvania, was named the 2010 recipient of the Dan Anderson Research Award. Dr. Pettinati is recognized for her study titled, "A double blind, placebo-controlled trial combining sertraline and naltrexone for treating co-occurring depression and alcohol dependence," published in the American Journal of Psychiatry.Professionals in Residence: The Professionals in Residence (PIR) program educates professionals from around the world on the diagnosis and treatment of the disease of addiction. Participants complete an intense one-week program that teaches the latest information and research in the field of addiction treatment and recovery. Participating professionals represent a wide variety of disciplines including medicine, nursing, psychiatry, mental health, professional counseling, family therapy, employee assistance, corrections, clergy and others. In 2010, Hazelden welcomed 253 professionals to our programs which are held in Minnesota, New York and Oregon.Center for Public Advocacy: In 2010, Hazelden's Center for Public Advocacy focused on building greater public understanding of addiction and shaping public policy that supports treatment and recovery.-Key efforts included advocating for robust regulatory implementation of the new federal "parity" law, which expands access to treatment through private health care insurance, and preparing for full realization of the new law. The "Paul Wellstone and Pete Domenici Mental Health and Addiction Equity Act" ends discrimination by insurance companies against people who need addiction treatment. The Center for Public Advocacy participated in drafting guidelines for the new law and continues to monitor implementation and advocate for favorable interpretations of these regulations. -The Center produced a brochure to educate consumers about the impact of the law on their health care coverage and distributed it widely to all Hazelden facilities, incoming patients and prospective clients. In conjunction with the Parity Implementation Coalition, the Center produced an online "toolkit" to help people understand and access their rights under the new law.-Federal health care reform was also a key focus of the Center's efforts. Working with other treatment providers, Hazelden ensured that addiction to alcohol and other drugs was included as a covered illness in the "essential benefits package" under the new health care reform law. The Center has been very active in helping to define the benefit, advising Marvin D. Seppala, MD, chief medical officer of Hazelden, who serves on a key SAMHSA advisory panel on residential treatment. Promoting awareness of the benefits for addiction consumers and providers in the new health care law is an ongoing priority.-In Minnesota, Hazelden launched a project to improve highway safety at a dangerous intersection leading to the main campus in Center City. Over the years, people have been killed or injured in several accidents at this intersection. The Center brought the issue to key state and federal policy leaders, and steps were taken to address the problem although a permanent solution remains elusive. And Hazelden has played a leading role with state lawmakers in making the case for the efficacy and cost-effective of substance abuse treatment in these tight budgetary times. |
| -Throughout 2010, the Center's William C. Moyers spoke to national conventions, state trade associations, local civic and education groups and gatherings of people in recovery about the importance of standing up and speaking out for treatment and recovery. In 2010, Moyers and the Center also engaged the news media in this effort, serving as a key media contact on a wide variety of policy issues and being featured in newspapers and magazines nationwide. In addition, Moyers authors a weekly syndicated column, "Beyond Addiction," that is distributed nationally. Dean Peterson, former chief of staff to retired Congressman Jim Ramstad, joined the Center in 2010 and has been an energetic presence on behalf of Hazelden and the wider treatment community in both Washington and Minnesota.-Under the direction of the Hazelden Speakers Bureau, 39 employees presented to more than 8,677 attendees at 101 events in 16 states on a broad range of subjects, including drug trends, prevention, treatment advances and co-occurring disorders. This includes more than 1,200 people who attended Hazelden's Women Healing conferences in four cities. Another 402 people attended Youth Forums in the Twin Cities.Community Relations Services: -Through its community relations services, the Hazelden Visitors Program in Center City scheduled and conducted 92 tours for 613 individuals. Volunteers at facilities in Minnesota, Illinois, New York, Oregon and Florida donated 12,724 hours valued at $265,295. -Educational scholarships from Hazelden were awarded totaling $5,200 to students at six high schools in the Twin Cities and the surrounding Center City area. -Hazelden continues its involvement with the efforts of the Partnership for a Drug-Free Chisago County, providing expertise from staff, hosting meetings and allowing staff to serve on the organization's board. Hazelden also donated training and implementation of the Olweus Bullying Prevention Program to the Chisago Lakes Area schools. Publishing: -Hazelden publishes curricula, resources, and professional development tools for preventing, treating and managing addiction and related disorders. Translating research into practice, Hazelden Publishing is the leading publisher of evidence-based alcohol and other drug addiction prevention and treatment curricula. With 46 new releases in 2010, Hazelden publications continued to provide inspiration, guidance and encouragement in the lives of millions around the world every day. Hazelden also produced 186 electronic books, five daily meditation applications for iPhone and five for Android in 2010. Much of this material would not be published and available to consumers if it were not produced and distributed by Hazelden as part of its mission because of its limited appeal to mainstream publishers. Publishing materials also go to underserved populations, including many customers in the community treatment, faith-based and corrections markets.-In 2010, through its BookAid program, Publishing sent 4,997 packages of products reaching the lives of over 200,000 people through 87 libraries serving programs and institutions in need. BookAid resources were sent to individuals and organizations around the world, including Saudi Arabia, Amsterdam, Costa Rica, Columbia, Mexico, Uganda, Canada, Mongolia and South Africa. The retail cost of the BookAid items totaled $479,128. Hazelden Web site: -Hazelden's main website, hazelden.org, launched a redesign in 2010 and recorded nearly 3.5 million visits in 2010. In addition to its main site, Hazelden offered targeted websites that provide in-depth information on the Olweus Bullying Prevention Program and co-occurring disorders. Two sites were also built to support awareness campaigns intended to build recognition of Hazelden as a thought leader. Hazelden's presence in social media on the web began in earnest in 2010 with the launch of a social networking site for people in recovery and another site for families struggling with a loved one's addiction. In 2010, Hazelden also began reaching out via Facebook, Twitter, YouTube and Linked In.Resource Center: -In 2010, a total of 174,000 calls and 9,475 online inquiries were received by Hazelden's Resource Center from people seeking information, assistance and products related to addiction issues. Part of the Resource Center's work is connecting people to the help they need, including products, services and free informational publications. For those in need of resources beyond what Hazelden provides, the Resource Center searches its database of more than 30,000 agencies to locate other possible assistance. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 87799965 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 788 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1171 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 1 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | 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 | James Blaha Chief Financial & Administrative Officer | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6512134006 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15251 Pleasant Valley Road | AddressLine1 |
| City | Center City | City |
| State | MN | State |
| ZIP Code | 55012 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Fr Michael O'Connell | |||||||||
| Chairman | 5.00 | X | X | 0 | 0 | 0 | |||
| Norb Conzemius | |||||||||
| Vice-Chair | 2.00 | X | X | 0 | 0 | 0 | |||
| Paul Gossling | |||||||||
| Vice-Chair | 2.00 | X | X | 0 | 0 | 0 | |||
| Terry Rubenstein | |||||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |||
| William Cirone | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Harve Ferrill | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Hon Susan Fox Gillis | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Elizabeth Glaser | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Thomas Holmberg | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Dr Andrew Jeon | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Paul Karon | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Donald C MacMillan | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Cheryl McKinley | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Cynthia Piper | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Michael Sime | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| W Christopher White | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Dr Frank Wilderson | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| William Lammers | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Mary Brown | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| John Butler | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Kelly Clark | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| John Huss | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| James Kowalski | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Catherine Morley | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Mary Whitney | |||||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | ||||
| Mark Mishek | |||||||||
| President and CEO | 50.00 | X | 593368 | 0 | 80235 | ||||
| James Blaha | |||||||||
| Treasurer and CFO | 50.00 | X | 180875 | 0 | 6558 | ||||
| Steven Laible | |||||||||
| Interim CFO | 40.00 | X | 184116 | 0 | 2116 | ||||
| Nick Motu | |||||||||
| Publisher and VP of Marketing | 50.00 | 246627 | 0 | 48842 | X | ||||
| Ann Bray | |||||||||
| VP Strategic Initiatives and Counse | 50.00 | 228302 | 0 | 21409 | X | ||||
| Marvin Seppala | |||||||||
| Chief Medical Officer | 50.00 | 370490 | 0 | 56370 | X | ||||
| William Moyers | |||||||||
| VP Public Affairs and Comm Relation | 50.00 | 217796 | 0 | 43450 | X | ||||
| Valerie Slaymaker | |||||||||
| Chief Academic Officer and Provost | 50.00 | 171415 | 0 | 26993 | X | ||||
| Mark Sheets | |||||||||
| Exec Dir Regional and Rec Serv | 50.00 | 188329 | 0 | 40643 | X | ||||
| James Steinhagen | |||||||||
| Exec Dir Youth Continuum | 50.00 | 179560 | 0 | 29484 | X | ||||
| John Driscoll | |||||||||
| Exec Dir MN Adult Services | 50.00 | 181705 | 0 | 35536 | X | ||||
| Jan Vondrachek | |||||||||
| Exec Dir Hazelden Springbrook | 50.00 | 170706 | 0 | 24538 | X | ||||
| Sharon Birnbaum | |||||||||
| Corp Dir Human Resources | 50.00 | 177304 | 0 | 40047 | X | ||||
| Kevin Clark MD | |||||||||
| Medical Director | 40.00 | 353755 | 0 | 6080 | X | ||||
| Joseph Lee | |||||||||
| Psychiatrist | 40.00 | 214845 | 0 | 38217 | X | ||||
| Stephen Delisi | |||||||||
| Psychiatrist | 40.00 | 194144 | 0 | 42207 | X | ||||
| Omar Manejwala | |||||||||
| Medical Director | 40.00 | 271328 | 0 | 16610 | X | ||||
| Robert Poznanovich | |||||||||
| Exec Dir Business Development | 40.00 | 177267 | 0 | 6086 | X | ||||
| Dr Timothy Sheehan | |||||||||
| Former Chief Academic Officer | 40.00 | 154181 | 0 | 22412 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4456113 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 587833 | TotalOtherCompensation |
| Number Individuals GT100 K | 36 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexho Inc & Affilliates | |||||
| PO Box 70060 | Chicago | IL | 60673 | Food services | 1425624 |
| RR Donnelley | |||||
| PO Box 809284 | Chicago | IL | 60680 | Warehouse management services | 673718 |
| Xerox Corporation | |||||
| 3500 West 80th Street | Bloomington | MN | 55431 | Duplication services | 537317 |
| MacCabee Group Inc | |||||
| 211 N First St Ste 425 | Minneapolis | MN | 55401 | Marketing services | 288144 |
| Oracle America Inc | |||||
| PO Box 71028 | Chicago | IL | 60694 | Computer services | 261071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| All Other Contributions | 3840818 | AllOtherContributions |
| Noncash Contributions | 112176 | NoncashContributions |
| Total Contributions | 3840818 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Addiction Treatment | 623990 | 84785781 | 84785781 |
| Publishing | 511130 | 20842882 | 20842882 |
| Higher Education | 611600 | 3501422 | 3501422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 109130085 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 979443 | TotalRevenueColumn |
| Exclusion | $979,443 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97960428 | Securities |
| Other | 12197 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93767449 | Securities |
| Other | 53710 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4192979 | Securities |
| Other | -41513 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4151466 | TotalRevenueColumn |
| Exclusion | $4,151,466 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Corporate support fees | 561000 | 1466000 | 1466000 | |
| Personal property rent | 900002 | 17280 | 17280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1483280 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119585092 | TotalRevenueColumn |
| Related Or Exempt Function Income | 110596085 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17280 | UnrelatedBusinessRevenue |
| Exclusion | $5,130,909 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 607662 | Total |
| Program Services | 607662 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3135 | Total |
| Program Services | 3135 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3544700 | Total |
| Program Services | 1505553 | ProgramServices |
| Management And General | 1947711 | ManagementAndGeneral |
| Fundraising | 91436 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45339160 | Total |
| Program Services | 36689812 | ProgramServices |
| Management And General | 7505260 | ManagementAndGeneral |
| Fundraising | 1144088 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2520369 | Total |
| Program Services | 2116102 | ProgramServices |
| Management And General | 358562 | ManagementAndGeneral |
| Fundraising | 45705 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8628262 | Total |
| Program Services | 6807617 | ProgramServices |
| Management And General | 1556001 | ManagementAndGeneral |
| Fundraising | 264644 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3455345 | Total |
| Program Services | 2774642 | ProgramServices |
| Management And General | 615051 | ManagementAndGeneral |
| Fundraising | 65652 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306825 | Total |
| Program Services | 58506 | ProgramServices |
| Management And General | 248319 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87168 | Total |
| Management And General | 87168 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137222 | Total |
| Management And General | 137222 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37500 | Total |
| Management And General | 37500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4681804 | Total |
| Program Services | 3518927 | ProgramServices |
| Management And General | 1004374 | ManagementAndGeneral |
| Fundraising | 158503 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3193621 | Total |
| Program Services | 2809228 | ProgramServices |
| Management And General | 282859 | ManagementAndGeneral |
| Fundraising | 101534 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4830933 | Total |
| Program Services | 3562499 | ProgramServices |
| Management And General | 1188073 | ManagementAndGeneral |
| Fundraising | 80361 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3179946 | Total |
| Program Services | 1177502 | ProgramServices |
| Management And General | 1998738 | ManagementAndGeneral |
| Fundraising | 3706 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2096277 | Total |
| Program Services | 2096277 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2165808 | Total |
| Program Services | 1809566 | ProgramServices |
| Management And General | 321837 | ManagementAndGeneral |
| Fundraising | 34405 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1326769 | Total |
| Program Services | 937121 | ProgramServices |
| Management And General | 337736 | ManagementAndGeneral |
| Fundraising | 51912 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590565 | Total |
| Program Services | 446611 | ProgramServices |
| Management And General | 141989 | ManagementAndGeneral |
| Fundraising | 1965 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863733 | Total |
| Program Services | 579792 | ProgramServices |
| Management And General | 273926 | ManagementAndGeneral |
| Fundraising | 10015 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9223701 | Total |
| Program Services | 7424829 | ProgramServices |
| Management And General | 1735534 | ManagementAndGeneral |
| Fundraising | 63338 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Cost of Materials Sold | 3597391 | 3597391 | |
| Medicine, Drugs and Lab | 2347643 | 2347643 | |
| Food | 1915455 | 1894499 | 20956 |
| Provision for Bad Debt | 1290878 | 1290878 | |
| Taxes | 1181592 | 1176947 | 4645 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3082954 | Total |
| Program Services | 2567226 | ProgramServices |
| Management And General | 465653 | ManagementAndGeneral |
| Fundraising | 50075 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110236418 | Total |
| Program Services | 87799965 | ProgramServices |
| Management And General | 20269114 | ManagementAndGeneral |
| Fundraising | 2167339 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 967617 | BOY |
| EOY | 4346651 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2042782 | BOY |
| EOY | 1400881 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7521853 | BOY |
| EOY | 9232375 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49842 | BOY |
| EOY | 88877 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3642089 | BOY |
| EOY | 2967445 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1259655 | BOY |
| EOY | 1044865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 174702009 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86327644 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57354683 | BOY |
| EOY | 88374365 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95492833 | BOY |
| EOY | 88941336 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23737517 | BOY |
| EOY | 31998682 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31193817 | BOY |
| EOY | 26055099 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223262688 | BOY |
| EOY | 254450576 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12100886 | BOY |
| EOY | 12244914 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291667 | BOY |
| EOY | 345 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24690000 | BOY |
| EOY | 28515000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2282593 | BOY |
| EOY | 3765214 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39365146 | BOY |
| EOY | 49525473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159754353 | BOY |
| EOY | 181219286 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2912552 | BOY |
| EOY | 2411077 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21230637 | BOY |
| EOY | 21294740 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183897542 | BOY |
| EOY | 204925103 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223262688 | BOY |
| EOY | 254450576 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9348674 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11678887 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $9,188 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $137,222 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 1 | RalliesDemonstrations |
| Rallies Demonstrations | $380,995 | RalliesDemonstrationsAmount |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 527405 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Other Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1i: | ReturnReference |
| Explanation | In 2010, the push for insurance "parity" and health care reform remained the cornerstone of Hazelden's focus on influencing public perception and awareness through education about addiction, treatment and recovery. By informing audiences and key stakeholders about these issues, Hazelden's goal is to improve the formulation of policy at its earliest stage, thereby improving access to treatment for people in need and supporting their continued recovery after treatment. These efforts are coordinated through the organization's Center for Public Advocacy. The Center also supports each Hazelden facility, its employees and other interested stakeholders by responding to requests and providing them with information on relevant federal, state and local legislation. Hazelden focused much of its advocacy and policy efforts on the roll-out of historic federal legislation to expand access to addiction and mental illness treatment through private health insurance. Hazelden worked as a member of the Parity Implementation Coalition (PIC) to provide input on how the new parity regulations were written by the U.S. Departments of Labor, Treasury, and Health and Human Services. The Interim final regulations (IFR) implementing the new law were issued in 2010, but because many plans start their plan year in January, the full effect of parity did not begin to be experienced in many markets until the start of 2011. Ahead of implementation, Hazelden's Center for Public Advocacy produced an 8-page consumer brochure to inform patients, their families, businesses large and small and civic organizations about the changes in coverage. Hazelden also provided input to the PIC on the writing of a comprehensive parity "toolkit," which is now available on Hazelden's webpage, to help patients understand their rights under the new law. The Center for Public Advocacy will continue to monitor compliance with the law and any changes to the rules, as federal agencies may issue further regulatory guidance at some point. Hazelden was also active in the debate over health care reform. The new law, which ultimately passed in early 2010, contains a number of benefits for addiction consumers and providers. Hazelden was part of the Coalition for Whole Health, a group of addiction and mental health organizations that raised awareness of substance abuse treatment and recovery issues in the debate. Hazelden also provided a representative to serve on SAMHSA's Adult Residential Addiction Treatment Expert Panel, which is defining the "essential benefits package" under the new law. Members of Congress toured Hazelden's facilities in 2010, and Hazelden receives requests for information on addiction, treatment and recovery issues from the Minnesota legislature. Membership in associations related to the addiction field and the preservation of the services we provide allows Hazelden to join forces with others sharing similar concerns and interests. Hazelden tapped its resources to influence policy and public attitudes by engaging the news media and collaborating with grassroots community-based organizations across the country on local, state and federal policy issues. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 570881 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20187298 | BeginningOfYearBalance |
| Contributions | 117515 | Contributions |
| Investment Earnings Or Losses | 2160784 | InvestmentEarningsOrLosses |
| Other Expenditures | 905048 | OtherExpenditures |
| End Of Year Balance | 21560549 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15281356 | BeginningOfYearBalance |
| Contributions | 2986682 | Contributions |
| Investment Earnings Or Losses | 2887634 | InvestmentEarningsOrLosses |
| Other Expenditures | 968374 | OtherExpenditures |
| End Of Year Balance | 20187298 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22684940 | BeginningOfYearBalance |
| Contributions | 435000 | Contributions |
| Investment Earnings Or Losses | -6895539 | InvestmentEarningsOrLosses |
| Other Expenditures | 943045 | OtherExpenditures |
| End Of Year Balance | 15281356 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13760 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86240 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5392139 | OtherCostOrOtherBasis |
| Book Value | 5392139 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101395795 | OtherCostOrOtherBasis |
| Depreciation | 45429918 | Depreciation |
| Book Value | 55965877 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 178545 | OtherCostOrOtherBasis |
| Depreciation | 23806 | Depreciation |
| Book Value | 154739 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43212492 | OtherCostOrOtherBasis |
| Depreciation | 36859772 | Depreciation |
| Book Value | 6352720 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24523038 | OtherCostOrOtherBasis |
| Depreciation | 4014148 | Depreciation |
| Book Value | 20508890 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 88374365 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1484190 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Q-Blk Strategic Partner 2008 Series 1 | 11879905 | F |
| PIMCO Stockplus Limited Partner | 13513162 | F |
| ABS Offshore SPC Global | 5121425 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 31998682 | TotalOfBookValueSecurities |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Intercompany Receivables | 21372749 |
| Film and Video Costs, net | 453250 |
| CSV Life Insurance | 192728 |
| Capitalized Finance costs, net | 410135 |
| Curriculum costs, net | 325256 |
| Collections | 570881 |
| Goodwill-Springbrook | 2187766 |
| 610 Development Florida Loan | 542334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 26055099 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest Rate Exchange Agreement Liability | $2,346,477 |
| Asset Retirement Obligation | $518,737 |
| 615 Drake Street, LLC - Asset retirement obligation | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3765214 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | Hazelden maintains a collection of historically significant books and archives on recovery and addiction which can be used for research as well as being on public display. | |
| Part V, Line 4: | Earnings from the endowment funds are used for the purposes as specified by donor restrictions, including patient aid, operations, research, student aid, prevention programs and special projects. | Description of Intended Use of Endowment Funds: |
| Part X: | In accordance with the accounting standard on Accounting for Uncertainty in Income Taxes, the Organization addresses the determination of whether tax benefits claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merit of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income. There were no unrecognized tax benefits identified or recorded as liabilities during fiscal year 2010. Open tax years subject to examination by the U.S and the state taxing authorities are for the years 2008 to 2010, which statutes expire in 2011 to 2013, respectively. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| East Asia and the Pacific | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| Europe | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| Middle East and North Africa | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| North America | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| South America | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| South Asia | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| Sub-Saharan Africa | 0 | 0 | Program services | Publishing sells and distributes books and related items | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Scholarships for Graduate School of Addiction Studies | 99 | 400824 | 0 | Book |
| Scholarships for Professionals in Residence Training | 164 | 201638 | 0 | Book |
| Educational assistance for local high school students | 6 | 5200 | 0 | Book |
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: Hazelden Foundation provides the assistance as part of its program services activity. All scholarships are provided to individuals and monitored through the Graduate School of Addiction Studies and the Professionals in Residence training program to ensure the monies are used for the purpose intended. The tuition paid for those programs and the funds given to assist with the tuition is tracked by each individual. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Mishek | |||||||||||||
| 454125 | 0 | 136921 | 0 | 2322 | 0 | 65067 | 0 | 18125 | 0 | 676560 | 0 | 0 | 0 |
| James Blaha | |||||||||||||
| 179645 | 0 | 0 | 0 | 1230 | 0 | 0 | 0 | 7683 | 0 | 188558 | 0 | 0 | 0 |
| Steven Laible | |||||||||||||
| 182000 | 0 | 0 | 0 | 2116 | 0 | 0 | 0 | 0 | 0 | 184116 | 0 | 0 | 0 |
| Nick Motu | |||||||||||||
| 216613 | 0 | 28543 | 0 | 1471 | 0 | 24096 | 0 | 26215 | 0 | 296938 | 0 | 0 | 0 |
| Ann Bray | |||||||||||||
| 201706 | 0 | 25908 | 0 | 688 | 0 | 21409 | 0 | 1339 | 0 | 251050 | 0 | 0 | 0 |
| Marvin Seppala | |||||||||||||
| 347767 | 0 | 21501 | 0 | 1222 | 0 | 37020 | 0 | 21507 | 0 | 429017 | 0 | 0 | 0 |
| William Moyers | |||||||||||||
| 188507 | 0 | 28645 | 0 | 644 | 0 | 20636 | 0 | 24047 | 0 | 262479 | 0 | 0 | 0 |
| Valerie Slaymaker | |||||||||||||
| 149668 | 0 | 21539 | 0 | 208 | 0 | 15043 | 0 | 12922 | 0 | 199380 | 0 | 0 | 0 |
| Mark Sheets | |||||||||||||
| 164131 | 0 | 23181 | 0 | 1017 | 0 | 17831 | 0 | 23923 | 0 | 230083 | 0 | 0 | 0 |
| James Steinhagen | |||||||||||||
| 162455 | 0 | 16583 | 0 | 522 | 0 | 16316 | 0 | 14245 | 0 | 210121 | 0 | 0 | 0 |
| John Driscoll | |||||||||||||
| 165904 | 0 | 15566 | 0 | 235 | 0 | 16422 | 0 | 20223 | 0 | 218350 | 0 | 0 | 0 |
| Jan Vondrachek | |||||||||||||
| 155439 | 0 | 14765 | 0 | 502 | 0 | 15403 | 0 | 10178 | 0 | 196287 | 0 | 0 | 0 |
| Sharon Birnbaum | |||||||||||||
| 157246 | 0 | 19055 | 0 | 1003 | 0 | 16083 | 0 | 25059 | 0 | 218446 | 0 | 0 | 0 |
| Kevin Clark MD | |||||||||||||
| 83491 | 0 | 255000 | 0 | 15264 | 0 | 0 | 0 | 6080 | 0 | 359835 | 0 | 0 | 0 |
| Joseph Lee | |||||||||||||
| 214542 | 0 | 0 | 0 | 303 | 0 | 21117 | 0 | 18578 | 0 | 254540 | 0 | 0 | 0 |
| Stephen Delisi | |||||||||||||
| 193843 | 0 | 0 | 0 | 301 | 0 | 18743 | 0 | 24794 | 0 | 237681 | 0 | 0 | 0 |
| Omar Manejwala | |||||||||||||
| 221004 | 0 | 50000 | 0 | 324 | 0 | 3775 | 0 | 14330 | 0 | 289433 | 0 | 0 | 0 |
| Robert Poznanovich | |||||||||||||
| 176675 | 0 | 0 | 0 | 592 | 0 | 0 | 0 | 7238 | 0 | 184505 | 0 | 0 | 0 |
| Dr Timothy Sheehan | |||||||||||||
| 153439 | 0 | 0 | 0 | 742 | 0 | 13476 | 0 | 9614 | 0 | 177271 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | The following employees participated in a supplemental nonqualified retirement plan: Mark Mishek - President and CEO - $41,007 Dr. Marvin Seppala - Chief Medical Officer - $12,960 Nick Motu - Publisher and VP Marketing - $36 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Center City MN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 416005039 | IssuerEIN |
| CUSIP Number | 151452AC3 | CUSIPNumber |
| Date Issued | 2005-10-13 | DateIssued |
| Issue Price | 13190000 | IssuePrice |
| Description Of Purpose | Women's Recovery Center construction and other capital improvements. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 275000 | AmountRetired |
| Total Proceeds | 13190000 | TotalProceeds |
| Issuance Costs From Proceeds | 290432 | IssuanceCostsFromProceeds |
| Capital Expenditures | 12899568 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Piper Jaffray | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 36.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 27 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 112176 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Gross selling price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Hazelden Foundation maintains a cash securities account with a brokerage firm for the sale of stocks and/or other securities received as charitable contributions by Hazelden. The stocks/securities are sent to the brokerage firm and are sold at fair market value with the gross proceeds deposited into Hazelden's cash account. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | Hazelden Foundation sent its Form 990 via email to Board members for review and questions prior to filing. It was also reviewed by the President/CEO and CFO prior to filing. | |
| Hazelden Foundation requires an annual disclosure of any potential conflict of interest by Board members, officers and key employees. If a Board member discloses a potential conflict, that person then excuses himself from voting on that particular issue. All new board members are provided conflict of interest education and periodic training throughout their term. All board members sign an annual conflict of interest disclosure form. | Form 990, Part VI, Section B, line 12c | |
| Hazelden has an established process for determining the compensation of the CEO, other officers and key employees that starts with the Board of Trustees. The Hazelden Foundation by-laws delegate responsibility for determining compensation for the CEO, other officers and key employees to the Executive Committee of the Board of Trustees. The Executive Committee develops, reviews, and modifies, as necessary, the compensation philosophy for Hazelden Foundation. Hazelden has the following processes in place: 1. Each year the Board members complete a conflict of interest disclosure. The documents are reviewed by Hazelden's general counsel and if a Board member has a conflict of interest they are not involved in any compensation decisions. 2. The Executive Committee engages the use of an outside independent compensation consultant to identify comparable market data for comparable positions for the CEO and other disqualified individuals consistent with the approved compensation philosophy. Generally the market analysis includes competitive data from published survey sources, supplemented with compensation data from custom 990 analyses. Where possible, competitive data are pulled from similarly sized organizations. The compensation consultant analyzes the pay packages of the CEO and other disqualified individuals by reviewing base salary, total cash compensation (salary plus annual incentive at both target and actual levels) and total direct compensation (salary plus annual and long-term incentive). In addition, every two to three years the Executive Committee reviews the total compensation package of the CEO and other disqualified individuals. The total compensation package includes total direct compensation plus severance, employee benefits, perquisites and any other pay. Comparable market data are reviewed and discussed by the Executive Committee and minutes record those discussions and any resulting compensation decisions. This process was last updated in February, 2010. | Form 990, Part VI, Section B, line 15 | |
| Hazelden Foundation makes its annual report available to the public via its website at www.hazelden.org. The governing documents and conflict of interest policy are not available for public inspection. | Form 990, Part VI, Section C, line 19 | |
| Contact Addresses for Officers, Directors, Etc | Steven Laible - 3146 Brookshire Lane, New Brighton, MN 55112. | Form 990, Part VII |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 9,291,170. Temp. Rest. Contribution Receivable write-off's -371,169. (Loss) on Interest Rate Swap Agreements -653,191. Other (Losses) -37,859. Prior period adjustment for Springbrook merger 3,449,936. Total to Form 990, Part XI, Line 5: 11,678,887. | Form 990, Part XI, line 5: |
| Governing body Executive committee | The Executive committee of the Board of Trustees has the authority to act on behalf of the Board between the Board's regular meetings, subject to the limitations of power listed below. The Executive committee consists of the Chair of the Board, the immediate past Chair, if a member of the Board, Vice Chairs of the Board, President (ex-officio non-voting), Secretary, Treasurer, and the Chair of each standing committee. Limitations of Powers: The Executive committee does not have the power to elect a trustee, to alter fundamental policies approved by the Board, to make appropriations which are not in accordance with the general policies approved by the Board, to modify, revoke or renew any contract previously entered into by the Board or to change the person or persons specifically designated by the Board to enter into or execute on behalf of the organization a particular contract, obligation, agreement or writing authorized by action of the Board of Trustees. | Part VI, Section A: |
| Average Hours per Week: | The following officers also spent time at these related organizations - Hazelden New York and Hazelden Chicago. The hours below represent the average number of hours per week at each organization: Mark Mishek 5 hours per organization James Blaha 3 hours per organization Steve Laible 3 hours per organization | Form 990, Part VII, Section A: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 615 Drake Street LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1 |
| City | Center City | City |
| State | MN | State |
| ZIP Code | 55012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272969681 | EIN |
| Primary Activities | Land purchased for future expansion of the Foundation's St. Paul, MN site | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 3143596 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hazelden Foundation | BusinessNameLine1 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Hazelden Chicago | ||||||||||
| PO Box 11 | Center City | MN | 55012 | 364099403 | Addiction recovery services, including outpatient, sober residence | IL | 501 (c) | 3 | Hazelden Foundation | 1 |
| Hazelden New York | ||||||||||
| PO Box 11 | Center City | MN | 55012 | 133673215 | Addiction recovery services, including outpatient, continuing care | NY | 501 (c) | 7 | Hazelden Foundation | 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 |
| 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Hazelden Chicago | ||
| P | 883000 | Fair market value |
| Hazelden New York | ||
| P | 567000 | Fair market value |