2026-05-15T10:59:09-05:00 2025-12-31 992923038 BRADY MARTZ PLLC PO BOX 14296 GRAND FORKS ND 582084296 990 2025-01-01 870694180 ANNE CARLSEN CENTER ANNE 8005685175 2200 20TH ST SW JAMESTOWN ND 58402 STEPHANIE NELSON CEO 8005685175 2026-05-12 1 NICOLE HELDSTAB P01220683 7017754685 2026-05-12 2025 2025-03-06 01:10:19Z ANNE CARLSEN STEPHANIE NELSON 2200 20TH ST SW JAMESTOWN ND 58402 48406749 0 X WWW.ANNECARLSEN.ORG X 1941 ND TO PROVIDE SERVICES FOR INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS AND OTHER CHILDREN AND ADULTS WITH SPECIALIZED HEALTH CARE AND EDUCATION NEEDS. 17 17 759 25 0 0 957459 4435599 42149783 43448957 54858 22676 399717 498636 43561817 48405868 0 0 0 0 37807210 37667501 0 0 0 11504891 11640960 49312101 49308461 -5750284 -902593 161407577 169854114 109286605 111705141 52120972 58148973 X OUR MISSION IS TO MAKE THE WORLD A MORE INCLUSIVE PLACE WHERE INDEPENDENCE IS A GIFT TO ALL. 0 0 24395247 21740457 RESIDENT/MEDICAL TREATMENT:COMPLEX MEDICAL CARE, PSYCHOLOGICAL, HOME LIFE ENVIRONMENT, DIETARY, PHYSICIAN. ALSO INCLUDES PHYSICAL, SPEECH AND OCCUPATIONAL THERAPY SERVICES. 8475108 10263241 COMMUNITY SERVICES:CATEGORY INCLUDES IN-HOME AND DAY SUPPORTS, OTHER OUTREACH SERVICES, AND EARLY INTERVENTION PROGRAM. 3523553 5300623 EDUCATION:AN EDUCATIONAL FACILITY THAT PROVIDES AN ENRICHED ENVRIOMENT THAT UTILIZES ON-SITE THERAPY AND INDIVIDUALIZED ASSISTIVE TECHNOLOGY IN A SCHOOL SETTING, ACCOMMODATING EACH LEARNER'S DIVERSE NEEDS. 5899400 6643272 OTHER PROGRAM SERVICES INCLUDE BEHAVIORAL/MENTAL HEALTH SERVICES, THERAPEUTIC SUPPORT, AND OTHER MISCELLANEOUS PROGRAMS. 5899400 6643272 42293308 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 46 0 1 759 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN WA WI X THE ORGANIZATION 7019525101 2200 20TH ST SW JAMESTOWN ND 58401 KELLY RACHEL CHAIR 1.50 1.50 X X 0 0 0 THOMAS ROLFSTAD LEFT AUG 2025 DIRECTOR 1.00 1.00 X 0 0 0 TAMMY VALVO SECRETARY/TREASURER 1.50 1.50 X X 0 0 0 RUTH BERGSTROM DIRECTOR 1.00 1.00 X 0 0 0 PETER JOHNSON VICE CHAIR 1.50 1.50 X X 0 0 0 MICHELLE STRINDEN DIRECTOR 1.00 1.00 X 0 0 0 LORI NORDBY LEFT AUG 2025 DIRECTOR 1.00 1.00 X 0 0 0 GRETCHEN STENEHJEM DIRECTOR 1.00 1.00 X 0 0 0 LAUREL NELSON DIRECTOR 1.00 1.00 X 0 0 0 HOLLY UTKE DIRECTOR 1.00 1.00 X 0 0 0 ERIC MONSON DIRECTOR 1.00 1.00 X 0 0 0 DR TAMARA MATHISON DIRECTOR 1.00 1.00 X 0 0 0 DR POLLY PETERSON DIRECTOR 1.00 1.00 X 0 0 0 CAROL NITSCHKE DIRECTOR 1.00 1.00 X 0 0 0 ALEX SCHWEITZER DIRECTOR 1.00 1.00 X 0 0 0 ANDREW SCHREMP DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM BILL HINEMAN DIRECTOR 1.00 1.00 X 0 0 0 ROBERT BOB MAJKRZAK DIRECTOR 1.00 1.00 X 0 0 0 SHELLY GOMPF DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY EISSINGER CEO (LEFT DEC 2025) 40.00 10.00 X 487548 0 48977 STEPHANIE NELSON CEO (STARTING JULY 2025) 40.00 10.00 X 303441 0 17524 NOAH CARLSON CFO 40.00 10.00 X 179038 0 7787 TIFFANY HUNT CHIEF DEVELOPMENT OFFICER (LEFT AUG 2025) 40.00 10.00 X 174654 0 4326 MYRA QUANRUD MEDICAL DIRECTOR 40.00 X 212334 0 23778 PATIENCE NKINZINGABO RN 57.07 X 175779 0 3462 MA RICHELLE DALISAY DSP - CNA 69.31 X 149980 0 5999 DORIS VARTEIKAI DSP - CNA 79.29 X 148742 0 18009 WANITTA PARSONS DSP - CMA 72.15 X 132278 0 2086 1963794 0 131948 43 0 1 0 DTN STAFFING 1200 COLLINS AVE MANDAN ND 58554 MEDICAL STAFFING 1000661 CONNECTED HEALTHCARE PO BOX 9487 TYLER TX 75711 CONTRACT STAFFING 384319 CROWN POINTE PROPERTIES 3050 SIENNA DR S STE 101 FARGO ND 58104 RENT 286345 CENTRAL REACH 6451 N FEDERAL HWY SUITE 501 FORT LAUDERDALE FL 33308 SOFTWARE SERVICES 190309 MA MORTENSON COMPANY PO BOX 857126 MINNEAPOLIS MN 554857126 LAUNDRY RENOVATION PROJECT 187801 12 70927 4364672 4435599 RESIDENTIAL TREATMENT 623990 21740457 21740457 EARLY INTERVENTION 623990 6341592 6341592 EDUCATION 623990 5300623 5300623 COMMUNITY SUPPORT SERVICES 623990 3921649 3921649 BEHAVIOR AND MENTAL HEALTH 623990 3336284 3336284 2808352 2808352 43448957 12750 12750 10807 881 9926 9926 9926 MISCELLANEOUS REVENUE 623990 498636 498636 498636 48405868 43947593 0 22676 1228105 1228105 28453798 25442168 3011630 717009 620055 96954 5063115 4478670 584445 2205474 1907653 297821 9790 9790 58129 58129 33000 33000 2827143 2072960 754183 178959 3448 175511 321405 218795 102610 1432215 1255551 176664 565490 462394 103096 2366594 2276643 89951 285379 151645 133734 INTEREST, TAXES AND LIC 1950998 1942180 8818 PROGRAM SUPPLIES 1201858 1198947 2911 REPAIRS AND MAINTENANCE 278300 188480 89820 MISCELLANEOUS 70537 40722 29815 61163 32997 28166 49308461 42293308 7015153 0 944170 936651 276116 3097738 3471168 3542074 239499 228533 241659 255812 85864002 23003652 64020077 62860350 624500 499600 91590388 98433356 161407577 169854114 3850954 4089166 40621868 40016180 64813783 67599795 109286605 111705141 X 39381065 44427774 12739907 13721199 52120972 58148973 161407577 169854114 X -902593 6930594 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 33000 0 0 33000 0 PART II-B, LINE 1: LOBBYING ACTIVITIES INCLUDED INCURRING COSTS TO ADVOCATE FOR ADDITIONAL FUNDING FOR REIMBURSEMENTS IN ORDER TO MEET THE NEEDS OF CHILDREN WITH MEDICALLY COMPLEX ISSUES AND HIGH BEHAVIORAL CHALLENGES. ACTIVITIES ALSO INCLUDED THE EDUCATION OF LEGISLATORS AND STATE DEPARTMENT OF HUMAN SERVICES ON THE SPECIAL NEEDS OF CHILDREN WHO ARE MEDICALLY COMPLEX OR HAVE HIGH BEHAVIOR CHALLENGES, AS WELL AS EDUCATION ON THE COSTS BEING INCURRED BUT NOT FUNDED. 5842016 295060 537184 177216 6497044 5700525 234349 157504 250362 5842016 4825892 251510 623123 5700525 5077573 153566 -405247 4825892 3211371 369757 2429842 933397 5077573 0.71977 0.28023 0 1 1 4227159 4227159 73030829 18287649 54743180 981892 841253 140639 7420094 3874750 3545344 204028 204028 62860350 OPERATING LEASE ROU ASSET 1934603 BENEFICIAL INTEREST IN ANNE CARLSEN CENTER FOUNDATION 96307632 FINANCING LEASE ROU ASSET 191121 98433356 RELATED PARTY PAYABLE 65323739 MISCELLANEOUS LIABILITIES 99666 OPERATING ROU LIABILITY 1972218 RETAINAGE PAYABLE 5122 FINANCING ROU LIABILITY 199050 67599795 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY THE ANNE CARLSEN FOUNDATION FOR THE SUPPORT OF THE MISSION OF ANNE CARLSEN PROGRAMS. PART X, LINE 2: ANNE CARLSEN AND ANNE CARLSEN FOUNDATION ARE EXEMPT FROM PAYMENT OF FEDERAL AND STATE INCOME TAXES BY VIRTUE OF THEIR NONPROFIT ORGANIZATION STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE CODE. THE ORGANIZATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT ANNE CARLSEN HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE FEDERAL INCOME TAX RETURNS OF BOTH ORGANIZATIONS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION IS CURRENT ON THEIR TAX FILINGS. 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ANNE CARLSEN'S NONDISCRIMINATORY POLICY IS PUBLICIZED IN THE STUDENT HANDBOOKS, EMPLOYEE HANDBOOKS AND THE "AMBASSADOR" NEWSLETTER PUBLICATION. SCHEDULE E, PART I, LINE 4 STUDENT TUITION COSTS FOR BASIC CURRICULUM ARE PAID BY LOCAL SCHOOL DISTRICTS THROUGH CONTRACTS WITH ANNE CARLSEN WHILE NOT OFFERING SCHOLARSHIPS. THE ORGANIZATION SEEKS AND SECURES DONATIONS FOR ADVANCED CURRICULUM AND STATE OF THE ART TECHNOLOGY APPLICATION IN THE CLASSROOM AND COMMUNITY SETTINGS. THE SCHOOL PROVIDES SIGNIFICANT RESOURCES TO ENHANCE THE EDUCATION EXPERIENCE FOR THE STUDENTS AT ANNE CARLSEN AND FOR DAY STUDENTS. SCHEDULE E, PART I, LINE 6 ANNE CARLSEN RECEIVED ASSISTANCE UNDER THE SCHOOL LUNCH PROGRAM, TUITION REIMBURSEMENTS FROM LOCAL SCHOOL DISTRICTS, SPECIAL EDUCATION UNITS, BUREAU OF INDIAN EDUCATION AND THE STATE DEPARTMENT OF PUBLIC INSTRUCTION. THEY ALSO RECEIVED MEDICAID FUNDING FROM NORTH DAKOTA DEPARTMENT OF HEALTH AND HUMAN SERVICES FOR RESIDENTIAL/MEDICAL AND EARLY INTERVENTION PROGRAM THROUGH STATE MEDICAID PROGRAM. X X X X 0 0 0 0 0 0 0 0 0 TIMOTHY EISSINGER CEO (LEFT DEC 2025) 462548 0 25000 0 0 0 14000 0 36307 0 537855 0 0 0 STEPHANIE NELSON CEO (STARTING JULY 2025) 303441 0 0 0 0 0 0 0 18854 0 322295 0 0 0 MYRA QUANRUD MEDICAL DIRECTOR 212334 0 0 0 0 0 0 0 25108 0 237442 0 0 0 NOAH CARLSON CFO 179038 0 0 0 0 0 7162 0 1926 0 188126 0 0 0 PATIENCE NKINZINGABO RN 172079 0 3700 0 0 0 2940 0 1382 0 180101 0 0 0 TIFFANY HUNT CHIEF DEVELOPMENT OFFICER (LEFT AUG 114808 0 0 0 59846 0 4326 0 849 0 179829 0 0 0 DORIS VARTEIKAI DSP - CNA 148742 0 0 0 0 0 5950 0 12709 0 167401 0 0 0 MA RICHELLE DALISAY DSP - CNA 149980 0 0 0 0 0 5999 0 649 0 156628 0 0 0 BO NELSON SON OF STEPHANIE NELSON 13162 LAWN MOWING CONTRACT 0 FORM 990, PART I, LINE 1 FOR A READER TO FULLY UNDERSTAND THE ACTIVITY AND PROGRAMS OF ANNE CARLSEN, MANAGEMENT RECOMMENDS THAT THE READER ALSO REVIEW THE ANNE CARLSEN FOUNDATION FORM 990. FORM 990, PART III, LINE 1: ADDITIONALLY, THE PURPOSES FOR WHICH THE ORGANIZATION IS ORGANIZED ARE: A) TO PROVIDE SERVICES FOR INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS AND OTHER CHILDREN AND ADULTS WITH SPECIALIZED HEALTH CARE AND EDUCATION 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 PROVIDE RESIDENTIAL, EDUCATION, AND COMMUNITY BASED PROGRAM CURRICULUM TO CHILDREN WITH BEHAVIORAL AND MENTAL HEALTH NEEDS. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNANCE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, CORPORATE TREASURER/SECRETARY, AND ONE DIRECTOR APPOINTED BY THE BOARD CHAIR. THE GOVERNANCE COMMITTEE HAS THE POWER TO TRANSACT ALL BUSINESS OF THE ORGANIZATION 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 DIRECTORS, AND THE COMMITTEE REFERS ALL MATTERS OF MAJOR IMPORTANCE TO THE FULL BOARD. MINUTES ARE TAKEN BY THE GOVERNANCE COMMITTEE AND SUBMITTED TO THE FULL BOARD. THE COMMITTEE IS RESPONSIBLE FOR BOARD DEVELOPMENT, NOMINATING BOARD MEMBERS, GOVERNANCE POLICIES, AS WELL AS PERFORMANCE REVIEW WHICH ALL BOARD MEMBERS PARTICIPATE IN THE REVIEW OF COMPENSATION OF THE PRESIDENT/CEO. FORM 990, PART VI, SECTION B, LINE 11B THE CFO PROVIDES THE FORM 990 ELECTRONICALLY TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE BOARD CHAIR, AUDIT/FINANCE COMMITTEE CHAIR, CEO, AND CFO 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 ANNE CARLSEN (AND ITS AFFILIATES AND SUBSIDIARIES) MAY FIND THEMSELVES IN CIRCUMSTANCES GIVING RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. TO PROTECT THE ORGANIZATION'S INTEREST IN SUCH SITUATIONS, AND TO PROVIDE FOR ADEQUATE REPORTING MECHANISMS, ANNE CARLSEN 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. ANNE CARLSEN FOLLOWS THIS PROCESS EACH YEAR. 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. ANNE CARLSEN FOLLOWS THIS PROCESS EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 ANNE CARLSEN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNE CARLSEN FOUNDATION 6,930,594. FORM 990, PART XII, LINE 2C: THE AUDIT/FINANCE COMMITTEE SELECTS THE INDEPENDENT AUDITOR AND MEETS WITH THE AUDITOR AT THE END OF THE AUDIT TO DISCUSS THE AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION DID NOT CHANGE THEIR AUDIT PROCESS DURING THE YEAR. ANNE CARLSEN CENTER FOUNDATION 2200 20TH ST SW JAMESTOWN ND 58402 721524988 TO SUPPORT THE MISSION OF ANNE CARLSEN THROUGH FUNDRAISING ND 501(C)(3) LINE 2 ANNE CARLSEN CENTER 1 NIERLING ANNE CARLSEN CENTER TRUST 2200 20TH ST SW JAMESTOWN ND 58402 912004887 PRIVATE FOUNDATION ND 501(C)(3) PF ANNE CARLSEN CENTER 1 LEARN & MOVE CHILDCARE 2800 MAIN AVE FARGO ND 58103 810697524 DAYTIME CHILDCARE SERVICES ND 501(C)(3) LINE 10 ANNE CARLSEN CENTER 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 ANNE CARLSEN FOUNDATION O 1126477 CASH ANNE CARLSEN FOUNDATION Q 627025 CASH ANNE CARLSEN FOUNDATION S 2799295 CASH ANNE CARLSEN FOUNDATION L 272269 CASH ANNE CARLSEN FOUNDATION C 70927 CASH