2022-03-29T11:13:47-05:00 2021-08-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2020-09-01 412000473 GENERATIONS HEALTH CARE INITIATIVES INC GENE 2183365700 130 W SUPERIOR STREET NO 700 DULUTH MN 55802 MARY RAPPS EXECUTIVE DIRECTOR 2183365700 2022-03-29 1 MARY RAPPS 999009999 JULIE BOYER P01278549 2187275025 2022-03-29 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 13465100 X 322614 208912 208912 10734 10734 638907 2094940 638907 5833 0 1187000 847819 188368 5420 182948 3402 0 3402 17767 888 16092 46543 46543 0 16133 229 0 4677 0 40070 0 39869 929 0 569 585271 1084 591169 903160 54164 834049 274730 279585 1177890 54164 1113634 9110 793655 105744 56219 56219 37324 27373 37324 37324 8627 17713 17713 861288 973663 973663 8990686 10547229 10547229 1269665 1128471 1128471 472609 696414 696414 107246 99179 11749 8067 8067 11747741 13465100 13465100 108671 105975 22233 32650 130904 138625 X 11616837 13326475 11616837 13326475 11747741 13465100 11616837 9110 1700528 13326475 0 13326475 PUBLICLY TRADED SECURITIES P 2008019 1456033 551986 551986 CAPITAL GAINS DIVIDENDS P 86921 86921 86921 638907 11032 0 11032 0 11032 13080 0 5000 0 18080 X 1 7047 7047 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.GHCI.US TERRY LEONIDAS 2183365702 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH HENDEERSON 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.50 0 0 0 ANGIE MILLER 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 KIM DAUNER 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 MICHAEL SLAG MD 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 THOMAS ALBRIGHT 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 JIM SPREITZER 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 YVONNE MICHAUD NOVAK 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 JULIE PIERCE 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 JO ANN HOAG 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 CHAIR 0.50 0 0 0 CARL CRAWFORD 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 VICE CHAIR 0.50 0 0 0 STEVE PATRONIS 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 SECRETARY/TREASURER 0.50 0 0 0 TERRY LEONIDAS 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 CFO 20.00 34032 2382 0 MARY RAPPS 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 EXECUTIVE DIRECTOR 40.00 116127 35827 0 MEGAN HALENA 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 PROGRAM DIRECTOR 40.00 64727 13269 0 SONIA KJOS 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 MANAGEMENT INFORMATI 24.00 61344 4294 0 SARAH NELSON 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 PROGRAM DIRECTOR 24.00 58384 4033 0 0 AMHERST H WILDER FOUNDATION 451 LEXINGTON PARKWAY NORTH ST PAUL MN 55104 PROJECT MGMT/ PLANNING/DATA ANALYSIS 221021 0 IMPROVING ACCESS TO CARE - GENERATIONS LEADS THE INSURE DULUTH COALITION, 17 ORGANIZATIONS PROVIDING A COORDINATED COMMUNITY APPROACH TO 1) INFORMING RESIDENTS OF DULUTH AND THE SURROUNDING AREA ABOUT COVERAGE OPPORTUNITIES AVAILABLE THROUGH MNSURE, 2) CONDUCTING OUTREACH TO TARGETED POPULATIONS TO ENCOURAGE ENROLLMENT, AND 3) PROVIDING INDIVIDUAL ENROLLMENT ASSISTANCE. GENERATIONS COORDINATES PROJECT ACTIVITIES AND PROVIDES MANAGEMENT FOR GRANTS PROVIDED BY MNSURE AND BLUE CROSS BLUE SHIELD. ADDITIONALLY, GENERATIONS FUNDS THE LAKE SUPERIOR COMM. HLTH. CTR. TO OPERATE ITS HEALTH CARE ACCESS OFFICE. THE OFFICE HELPS TO INCREASE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDER-INSURED BY ENROLLING THEM IN HEALTH COVERAGE AND PHARMACEUTICAL ASSISTANCE PROGRAMS. THE STAFF SCREENS INDIVIDUALS, ASSISTS IN COMPLETING THE APPLICATIONS, AND PROVIDES ADVOCACY THROUGHOUT THE ENROLLMENT PROCESS. INDIVIDUALS ARE REFERRED TO COMMUNITY RESOURCES IF OTHER SERVICES ARE NEEDED. 369626 LEVERAGING AND SUPPORTING STRATEGIC ALLIANCES - GENERATIONS PROVIDES LEADERSHIP AND/OR FINANCIAL SUPPORT TO INITIATIVES IN THE REGION INCLUDING: 1) BRIDGE TO HEALTH SURVEY - A REGIONAL ADULT HEALTH STATUS SURVEY. GENERATIONS SERVES AS THE BACKBONE ORGANIZATION OF THIS EFFORT, RESPONSIBLE FOR FUNDRAISING, COORDINATING, AND COMMUNICATING THE SURVEY RESULTS. 2) BRIDGING HEALTH DULUTH (BHD) - A COLLABORATIVE THAT DEVELOPS A COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN. GENERATIONS PROVIDES FINANCIAL SUPPORT AND LEADERSHIP ON THE BHD STEERING COMMITTEE AND IMPLEMENTATION TEAMS. 3) NORTHLAND HEALTHY MINDS - A COALTION FOCUSED ON REDUCING THE STIGMA ASSOCIATED WITH MENTAL ILLNESS. 342387 ADVANCING HEALTH EQUITY - GENERATIONS PROVIDES FUNDS AND SUPPORT TO THE FOLLOWING ORGANIZATIONS AND INITIATIVES AIMED AT IMPROVING HEALTH EQUITY IN THE COMMUNITY: 1) DULUTH COMMUNITY SCHOOL COLLABORATIVE TO EMPLOY A COMMUNITY HEALTH WORKER (CHW) TO SERVE STUDENTS AND FAMILIES IN MYERS-WILKENS ELEMENTARY SCHOOL, LINCOLN PARK MIDDLE SCHOOL AND DENFELD HIGH SCHOOL THAT ARE EXPERIENCING BARRIERS TO HEALTH. 2) HEALTH EQUITY NORTHLAND AND OTHER PARTNERS ON AN AFRICAN HERITAGE COVID-19 OUTREACH PROJECT WITH FOCUS ON SYSTEMIC CAUSES OF HEALTH INEQUITIES. 3) BRIDGING HEALTH DULUTH (BHD) ON FOCUSING EQUITY IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN PROCESS. 4) BHD RESOURCEFUL PROJECT ON RECRUITING AND SUPPORTING A COMMUNITY ADVISORY TEAM IN A COMMUNITY PARTICIPATORY BASED EVALUATION PROCESS. 155429 PROGRAM DEVELOPMENT - GENERAL PROGRAM DEVELOPMENT INCLUDES ACTIVITIES SUCH AS FORMATIVE RESEARCH, PROGRAM PLANNING, AND TRAINING RELATED TO PROGRAM DEVELOPMENT. 5498 0 12410703 97550 0 12508253 0 0 12508253 187624 12320629 616031 616031 11032 11032 604999 0 604999 0 604999 1113634 0 1113634 0 1113634 604999 0 0 837998 537219 490429 297901 302475 2466022 1113634 0 0 0 604999 508635 0 0 2974657 0 0 0 0 0 2500 835498 2136659 537219 490429 297901 302475 508635 X COMMUNITY ACTION DULUTH INC 2424 W 1ST ST SUITE 102 DULUTH MN 55805 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 50984 DULUTH COMMUNITY SCHOOL COLLABORATIVE 1027 N 8TH AVE E DULUTH MN 55805 N/A PC EDUCATE FAMILIES ON ACCESS TO HEALTH CARE 38746 LAKE SUPERIOR COMMUNITY HEALTH CENTER 4325 GRAND AVE DULUTH MN 55807 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 139208 WE HEALTH CLINIC 32 EAST 1ST ST SUITE 300 DULUTH MN 55802 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 10845 WILDERNESS HEALTH 25 11TH AVE TWO HARBORS MN 55616 N/A PC ADDRESSING SYSTEMIC INEQUALITIES THAT WERE IDENTIFIED IN THE COVID19 ASSESSMENT 500 YMCA AT THE ESSENTIA WELLNESS CENTER PO BOX 3678 DULUTH MN 55803 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 39302 279585 0 14 208912 16 10734 18 638907 OTHER INCOME 5833 0 858553 5833 864386 11A OTHER INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 BLUE CROSS AND BLUE SHIELD OF MN FOUNDATION 401 HARDING ST NE MINNEAPOLIS MN 55413 54000 X 2 MNSURE 355 RANDOLPH AVE ST PAUL MN 55102 232455 X 3 ITASCA COUNTY PUBLIC HEALTH 1209 SE 2ND AVE GRAND RAPIDS MN 55744 5000 X 4 AITKIN-ITASCA-KOOCHICHING COMMUNITY HEALTH BOARD 1209 SE 2ND AVE GRAND RAPIDS MN 55744 5000 X 5 HEALTH PARTNERS PO BOX 9480 MINNEAPOLIS MN 55440 5000 X 6 MEDICA FOUNDATION PO BOX 9310 MINNEAPOLIS MN 55440 5000 X 7 UCARE PO BOX 52 MINNEAPOLIS MN 55440 10000 X ACCOUNTING FEES 17767 888 16092 LEASEHOLD IMPROVEMENTS 2001-01-01 8211 6422 SL 15.000000000000 795 0 MOVEABLE EQUIPMENT 2001-01-01 99035 88080 SL 5.000000000000 3882 0 ABBVIE INC 43481 43481 ANTHEM INC 44768 44768 AT&T INC 43520 43520 BANK OF AMERICA CORP 60004 60004 BANK OF MONTREAL 36810 36810 CAPITAL ONE FINANCIAL CO 44722 44722 CHEVRON CORP 51280 51280 CITIGROUP INC 45154 45154 COMCAST CORP 52208 52208 CVS HEALTH CORP 39657 39657 DIGITAL REALTY TRUST LP 44840 44840 DOLLAR GENERAL CORP 41562 41562 EQUINIX 34616 34616 GOLDMAN SACHS GROUP INC 54478 54478 HALLIBURTON COMPANY 3149 3149 HP ENTERPRISE CO 35618 35618 JPMORGAN CHASE & CO 58239 58239 METLIFE INC 47460 47460 MITSUBISHI UFJ FIN GRP 42523 42523 MORGAN STANLEY 44501 44501 PNC FINANCIAL SERVICES 47263 47263 SUMITOMO MITSUI FINL GRP 56203 56203 SUNTRUST BANKS INC 49875 49875 WALT DISNEY COMPANY/THE 56071 56071 WESTPAC BANKING CORP 50469 50469 ACCENTURE PLC 53513 53513 ACTIVISION BLIZZARD INC 19769 19769 AGCO CORP COM 31515 31515 ALIGN TECHNOLOGY INC 48212 48212 ALPHABET INC CL C 192010 192010 AMAZON COM INC COM 156186 156186 AMEX ENERGY SELECT SPDR 326700 326700 APPLE INC 209829 209829 ARISTA NETWORKS INC 45083 45083 ARTISAN INTERNATIONAL FUND INSTITUTIONAL CLASS 478225 478225 BOOKING HOLDINGS INC 39094 39094 BOSTON SCIENTIFIC CORP COM 42757 42757 BROADCOM INC 58671 58671 CANADIAN PAC RY LTD COM 32194 32194 CENTENE CORP DEL COM 34135 34135 CHEWY INC 25290 25290 CHIPOTLE MEXICAN GRILL INC 28550 28550 CONSTELLATION BRANDS INC 25337 25337 DANAHER CORP 46031 46031 DEXCOM INC 53471 53471 DODGE & COX INTERNATIONAL STOCK FUND 574372 574372 DODGE & COX STOCK FUND 1018782 1018782 ECOLAB INC 21409 21409 ELI LILLY & CO COM 43909 43909 ESTEE LAUDER COMPANIES INC 44945 44945 FACEBOOK INC 132404 132404 FIDELITY NATL INFORMATION SVCS INC 47914 47914 FINANCIAL SELECT SECTOR SPDR FUND 278400 278400 FLEETCOR TECHNOLOGIES INC 36859 36859 FORTUNE BRANDS HOME & SECURITY 40019 40019 GXO LOGISTICS 21020 21020 HOME DEPOT INC 27073 27073 INTERCONTINENTAL EXCHANGE, INC 38967 38967 INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS R6 666162 666162 ISHARES CMBS ETF 68350 68350 ISHARES MBS ETF 86872 86872 ISHARES MSCI EAFE ETF 179424 179424 ISHARES MSCI EMERGING MARKETS 217502 217502 ISHARES RUSSELL 1000 GROWTH ETF 319990 319990 ISHARES RUSSELL 1000 VALUE ETF 130472 130472 ISHARES RUSSELL 2000 ETF 146848 146848 ISHARES RUSSELL MID-CAP GROWTH 385991 385991 ISHARES RUSSELL MID-CAP VALUE 177225 177225 JP MORGAN MID CAP VALUE FUND-CLASS R6 394089 394089 LULULEMON ATHLETICA INC 29613 29613 MICROSOFT CORP 208599 208599 MORGAN STANLEY COM 59212 59212 NETFLIX INC 35859 35859 NORWEGIAN CRUISE LINE HOLDINGS LTD 16615 16615 NVIDIA CORP COM 77900 77900 PALO ALTO NETWORKS INC 55786 55786 PGIM HIGH YIELD FUND 357683 357683 PIMCO EMERGING MARKETS LOCAL CURRENCY AND BOND FUND 288502 288502 PIMCO INTERNATIONAL BOND FUND 162915 162915 POOL CORPORATION COM 48441 48441 S&P GLOBAL INC 43051 43051 SALESFORCE COM INC COM 69501 69501 SERVICENOW INC. 60502 60502 SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF 318243 318243 SPDR DOW JONES REIT ETF 462249 462249 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND 310070 310070 TELADOC HEALTH INC. 31628 31628 TEMPLETON GLOBAL BOND FUND 187148 187148 TRACTOR SUPPLY CO COM 38073 38073 TRANSDIGM GROUP INC COM 30374 30374 TRIBUTARY SMALL COMPANY FUND CLASS 246754 246754 TRIMBLE INC 34485 34485 ULTA BEAUTY, INC. 46865 46865 VANGUARD REAL ESTATE ETF 135725 135725 VERTEX PHARMACEUTICALS INC COM 22432 22432 VISA INC-CLASS A SHRS 67355 67355 XPO LOGISTICS INC 22336 22336 ZENDESK INC 33743 33743 973663 973663 0 0 ACC INT REC - SECURITIES FMV 15244 15244 MONEY MARKET FUNDS FMV 681170 681170 LEASEHOLD IMPROVEMENTS 8211 7217 994 MOVEABLE EQUIPMENT 99035 91962 7073 LEGAL FEES 3402 0 3402 OFFICE EXPENSES 6596 0 6484 DUES AND MEMBERSHIPS 994 0 994 PARKING 955 0 1025 INSURANCE 4234 0 4268 LEASED EMPLOYEES 38556 0 27540 COMPUTER SUPPLIES & SOFTWARE 32427 0 41646 PROGRAM DEVELOPMENT 5498 0 5574 LEVERAGING AND SUPPORTING STRATEGIC ALLIANCES 284144 0 295302 PAYROLL FEES 21668 1083 20584 ADVANCING HEALTH EQUITY 79272 0 79120 IMPROVING ACCESS TO CARE 110771 0 108477 SPACE EXPENSE 131 0 131 TAX RETURN REGISTRATION 25 1 24 OTHER INCOME 5833 5833 UNREALIZED GAIN ON INVESTMENTS 1700528 ASSETS HELD FOR OTHERS 22233 32650 INVESTMENT MANAGEMENT FEES 46543 46543 0 EXCISE TAXES 15904 0 0 FOREIGN TAXES 229 229 0