2023-08-03T10:46:39-05:00 2022-09-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2021-10-01 411451486 Knute Nelson Foundation KNUT 3207636653 2209 Jefferson St Ste 201 Alexandria MN 56308 Mark Anderson President/CEO 3207636653 2023-08-02 1 Mark Anderson 999009999 Kim Hunwardsen CPA P00484560 6122536500 2023-08-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X Mark Anderson 2209 Jefferson St Ste 201 Alexandria MN 56308 625541 0 X www.knutenelson.org X 1983 MN Provide support to Knute Nelson. 9 9 0 10 0 0 314620 403719 0 0 107339 197648 8007 11511 429966 612878 231679 249586 0 0 0 0 0 0 0 174623 244299 406302 493885 23664 118993 3832660 3297425 75000 77810 3757660 3219615 X The Knute Nelson Foundation supports Knute Nelson and therefore follows the mission of Knute Nelson which is: to enrich the lives of everyone we serve. We have five core values - Christian Heritage, Valuing People, Customer-Focused Excellence, Community Engagement, and Stewardship. 0 0 255579 249586 The Knute Nelson Foundation supports Knute Nelson by securing philanthropic funds to advance our mission of "enriching the lives of everyone we serve." Generous individuals and organizations have invested in the mission of Knute Nelson. Their contributions help sustain the programs of excellence upon which Knute Nelson flourishes, and provide the necessary funds for pursuing new and innovative care for aging adults Knute Nelson serves throughout our continuum. It is through the tremendous giving of our donors and volunteers that Knute Nelson has been able to provide above-and-beyond enrichment in every aspect of our organization. (Continued on Schedule O)In this last fiscal year, several initiatives that were realized as a result of charitable support include:* Hospice Services: Providing enriching services and essential cares to those who are terminally ill. Examples of enriching services include music therapy, healing touch, massage therapy, and essential oil therapy. Care for their families include bereavement support for 13 months after their loved one passes away on Knute Nelson Hospice services and the option to attend grief groups facilitated by our Hospice spiritual care team. * Certified Nursing Assistant Education: Equipping high school students at the Alexandria Area High School with industry-recognized CNA training and testing. This allows them to receive their Certified Nursing Assistant certification while still in high school and exposes them to the rewarding aspects of a career in health care. * Enhancing and Enriching Equipment: Equipment purchases last fiscal year enhanced the quality of care provided to older adults, as well as enhancing our offerings to our wellness members. Examples include: APM mattresses that reduce pressure ulcers for Care Center residents, popcorn machine for assisted living residents, grief toolboxes for Hospice patients and their families, INR machines so our team can better determine and diagnose any blood clotting issues in Home Health patients, and resistance bands and laminated exercise charts for Wellness. * Resident Activities: Providing special, enriching entertainment opportunities to build community for residents. Examples include performances by local theatre companies, above-and-beyond outings such as a Lake Itasca boat tour our Park Rapids residents took, happy hour, musical entertainers, style shows and more.* Endowment/Unrestricted: Giving to the endowment fund allows Knute Nelson to allocate funds to our greatest mission need. * Chaplaincy and Spiritual Care Program: Supporting residents on their faith journey with essential programming, such as visits from our chaplains, Bible study, Sunday church services in our various Knute Nelson facilities, and coordination between our spiritual care staff and the resident's home church.* Caregiver Scholarships: Funding directed for caregiving staff to pursue their education within the field of health care. This could include CNA certification, LPN, or RN training. It also includes specific certifications such as wound care or lymphedema training. * Equipping Leaders with Scholarships: Supporting all employees with vital learning opportunities and education. Examples of past scholarships include: supporting a leader getting a Master's of Public Health, allowing spiritual care staff to attend bereavement training or pursue higher education in theology, and providing funds for Bachelor's completer programs for corporate staff. * Benevolence Care: We do not turn anyone away for an inability to pay for the care they need. Contributions from our donors help us support those who have outlived their resources and provide them with the highest quality care and services.All gifs are tax-deductible to the full extent as the law permits. THe Knute Nelson Foundation is recognized as a 501(c)(3) not-for-profit 509(a)(3) supporting organization of the Internal Revenue Code. 255579 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X Marnie Gugisberg 3207631164 2209 Jefferson St Ste 201 Alexandria MN 56308 Elliot Christensen Chair 1.00 0.00 X X 0 0 0 Terri Busrch Vice Chair 1.00 0.00 X X 0 0 0 Pam Carlson Secretary 1.00 0.00 X X 0 0 0 Richard Moen Treasurer 1.00 0.00 X X 0 0 0 Jim Eidsvold Director 1.00 0.00 X 0 0 0 Vern Anderson Director (Oct - Jun) 1.00 0.00 X 0 0 0 Stuart Henrickson Director 1.00 0.00 X 0 0 0 Sally Smith Director 1.00 0.00 X 0 0 0 Jerry Hansen Director 1.00 0.00 X 0 0 0 Carmon Watkins Director 1.00 0.00 X 0 0 0 Tim Bush Director (Oct - Jun) 1.00 0.00 X 0 0 0 Mark Anderson President/CEO 5.00 35.00 X 0 360500 58737 Marnie GugisbergSr VP Chief Financial Officer 1.00 39.00 X 0 205236 36080 Katie PerrySr VPChief Development/Strategy Officer 10.00 30.00 X 0 187141 21398 Emily Geris Foundation Executive Director 40.00 0.00 X 0 85190 10886 0 838067 127101 0 0 1 0 Knute Nelson 2209 Jefferson St Ste 201 Alexandria MN 56308 Management Services 155675 1 25711 120519 257489 26995 403719 197648 197648 24174 25711 12663 11511 11511 612878 0 0 209159 X 217583 217583 32003 32003 187237 187237 4373 4373 5225 5225 15105 15105 1184 1184 2497 2497 Social Accountability 14538 14538 Donor Recognition 10032 10032 Subscriptions 1360 1360 Grant Fulfillment 768 768 1980 1980 493885 255579 238306 0 214379 199955 210228 234471 5500 5500 3402553 2857499 3832660 3297425 2810 75000 75000 75000 77810 X 3757660 3219615 3757660 3219615 3832660 3297425 118993 -657038 0 X 0 1 X 1 0 X X 1 Knute Nelson 411263433 10 1 217583 32003 1 217583 32003 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A Part I Line 12g Column (vi) The other support reported on Line 12g is scholarships paid for employees of Knute Nelson. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X -31497 -657038 -657038 625541 -12663 -12663 612878 506548 12663 12663 493885 0 493885 Part X, Line 2: The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax liabilities in income tax expense, if such interest and penalties are incurred. Part XI, Line 4b - Other Adjustments: Fundraising expenses included in revenue for tax reporting -12,663. Part XII, Line 2d - Other Adjustments: Fundraising expenses included in revenue for tax reporting 12,663. Golf Tournament 49885 25711 24174 373 7550 4740 49885 25711 24174 373 7550 4740 12663 11511 1 Knute Nelson 2209 Jefferson St Ste 201 Alexandria MN 56308 411263433 501(c)(3) 217583 0 General operating support 1 0 Scholarship 13 32003 Part I, Line 2: Knute Nelson Foundation makes payments directly to the school and directly to the individuals, depending on the circumstance. For payments made directly to individuals, a receipt must be provided showing book or tuition expense before the scholarship is issued. The foundation scholarship is used for scholarships that are not eligible under the Nursing Facility Scholarship program under the Care Center and the Home & Community Based Scholarship grant awarded for Knute Nelson Home Care, Knute Nelson Hospice, Nelson Gables, and Grand Arbor. The Foundation provides grants to a related tax exempt organization in furtherance of its exempt purpose. No further monitoring was considered necessary. 0 0 0 0 0 0 0 0 0 Mark Anderson President/CEO 0 360500 0 0 0 0 0 45107 0 13670 0 419277 0 0 Marnie GugisbergSr VP Chief Financial Officer 0 205236 0 0 0 0 0 6386 0 29733 0 241355 0 0 Katie PerrySr VPChief Development/Strategy Officer 0 187025 0 116 0 0 0 4696 0 16741 0 208578 0 0 Part I, Line 3 The President/CEO is compensated by Knute Nelson, a related organization. The Foundation relied on Knute Nelson to establish compensation for the President/CEO. Knute Nelson utilized the Form 990 of other organizations, compensation survey or study, and approval by the board to establish compensation. X 1 26995 FMV 0 0 0 0 Part I, Column (b): The number of contributions is reported in Column (b). Form 990, Part VI, Section A, line 1a The Executive Committee shall include the Chair, Vice-Chair, President, Treasurer, Secretary and such other individuals, if any, as may be appointed by the board from time to time. The Executive Committee shall have the authority of the board in the management of the business of this corporation in the interval between board meetings, and the Executive Committee shall at all times be subject to the control and direction of the board. The Executive Committee shall have such other duties as may be prescribed by the board from time to time. Form 990, Part VI, Section A, line 2 Mark Anderson, Marnie Gugisberg, Katie Perry, Emily Geris, and Pam Carlson have a business relationship. Form 990, Part VI, Section A, line 6 The sole member of the organization is Knute Nelson, a related organization. Form 990, Part VI, Section A, line 7a The organization's Board of Directors are elected by the Board of Directors of Knute Nelson, a related organization. Form 990, Part VI, Section A, line 7b The amendment or restatement to the Articles of Incorporation that alters the purposes of the corporation as identified in the Articles of Incorporation or the ability of the corporation to carry out those purposes must be approved by majority vote of the Knute Nelson Board of Directors. Form 990, Part VI, Section B, line 11b The return is reviewed initially by the CFO/SVP and President/CEO. The Knute Nelson Finance & Audit committee then reviews, provides a copy to the Foundation Board of Directors, and makes a recommendation to the Foundation Board of Directors to approve the return. Form 990, Part VI, Section B, line 12c Each officer, director, and key employee is required to fill out a conflict of interest form annually. The form is reviewed initially by the President of the Board of Directors and the President/CEO for potential conflicts. If a conflict exists, it is reviewed by the Board of Directors. Any person with a conflict is restricted from voting on related matters. Form 990, Part VI, Section B, line 15 The organization does not pay compensation to its officers, directors, or key employees. The organization's officers are compensated by Knute Nelson, a related organization. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part IX, line 11g Other fees-Mngmnt-990: Program service expenses 0. Management and general expenses 187,237. Fundraising expenses 0. Total expenses 187,237. Knute Nelson 2209 Jefferson St Ste 201 Alexandria MN 56308 411263433 long-term care MN 501(c)(3) Line 10 N/A 0 KI Senior Living of Park Rapids LLC 2209 Jefferson St Ste 201 Alexandria MN 56308 815315693 Senior Living Facility MN N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0