BENEDICTINE FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENEDICTINE FOUNDATION (EIN 41-1513014)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202121349349303602
- Schema version
- 2019v5.2
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T11:38:45-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411513014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICTINE HEALTH SYSTEM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 2187862370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 EAST THIRD STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN RYMANOWSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2187862370 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER STEINHOFF | PreparerPersonNm |
| PTIN | P01587351 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE LARSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 EAST THIRD STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,249,343 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BHSHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE BENEDICTINE HEALTH SYSTEM FOUNDATION (BHSF) WAS ESTABLISHED TO COORDINATE, ENCOURAGE, MOTIVATE AND SUPPORT THE FUND DEVELOPMENT ACTIVITY EFFORT WITHIN BENEDICTINE HEALTH SYSTEM AND THE BHSF SUPPORTED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 241 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,170,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,688,644 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,039 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,083 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,713 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$37,365 | PYOtherRevenueAmt |
| CY Other Revenue | -$59,025 | CYOtherRevenueAmt |
| PY Total Revenue | $4,274,742 | PYTotalRevenueAmt |
| CY Total Revenue | $4,713,734 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,120,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,719,172 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $292,319 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,936,448 | PYOtherExpensesAmt |
| CY Other Expenses | $2,280,887 | CYOtherExpensesAmt |
| PY Total Expenses | $5,057,362 | PYTotalExpensesAmt |
| CY Total Expenses | $4,000,059 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$782,620 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $713,675 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,890,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,760,528 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $128,116 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,832,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,632,412 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,273,085 | ExpenseAmt |
| Grant | $1,719,172 | GrantAmt |
| Revenue | $37,402 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $2,273,085 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN RYMANOWSKI CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7636891162 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6499 UNIVERSITY AVENUE NE SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JERRY CARLEY | |||||||
| CEO OF BHS | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $611,999 | $164,837 |
| KEVIN RYMANOWSKI | |||||||
| CFO OF BHS | 1.00 | 39.00 | Yes (X) | $0 | $403,074 | $164,300 | |
| LEE LARSON | |||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $0 | $256,795 | $113,172 | |
| ERIC BARTLESON | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY ELLEN TANNER | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN GREFF | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM COX | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANE DOLTER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEN ESSIG | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WENDELL JOHNSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SR PAULINE MICKE OSB | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN NETT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,271,868 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $442,309 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $157,561 | FundraisingAmt |
| Related Organizations | $1,618,008 | RelatedOrganizationsAmt |
| All Other Contributions | $2,913,075 | AllOtherContributionsAmt |
| Noncash Contributions | $58,969 | NoncashContributionsAmt |
| Total Contributions | $4,688,644 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $37,402 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,402 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,419 | TotalRevenueColumnAmt |
| Exclusion | $63,419 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,448 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $438,154 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,706 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,706 | TotalRevenueColumnAmt |
| Exclusion | -$16,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,430 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $157,561 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $97,455 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,025 | TotalRevenueColumnAmt |
| Exclusion | -$59,025 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,713,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$12,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,172 | TotalAmt |
| Program Services | $1,719,172 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,128 | TotalAmt |
| Management And General | $2,128 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,741 | TotalAmt |
| Management And General | $19,741 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,576 | TotalAmt |
| Program Services | $406,438 | ProgramServicesAmt |
| Management And General | $1,036,647 | ManagementAndGeneralAmt |
| Fundraising | $214,491 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,260 | TotalAmt |
| Program Services | $2,516 | ProgramServicesAmt |
| Management And General | $6,416 | ManagementAndGeneralAmt |
| Fundraising | $1,328 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,143 | TotalAmt |
| Program Services | $97,870 | ProgramServicesAmt |
| Management And General | $249,624 | ManagementAndGeneralAmt |
| Fundraising | $51,649 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,244 | TotalAmt |
| Program Services | $1,531 | ProgramServicesAmt |
| Management And General | $3,905 | ManagementAndGeneralAmt |
| Fundraising | $808 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,559 | TotalAmt |
| Program Services | $7,493 | ProgramServicesAmt |
| Management And General | $19,112 | ManagementAndGeneralAmt |
| Fundraising | $3,954 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,934 | TotalAmt |
| Program Services | $27,937 | ProgramServicesAmt |
| Management And General | $71,254 | ManagementAndGeneralAmt |
| Fundraising | $14,743 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $24,893 | $6,104 | $15,568 | $3,221 |
| REPAIRS & MAINT. | $6,543 | $1,604 | $4,092 | $847 |
| BANK FEES | $5,770 | $1,415 | $3,608 | $747 |
| CAPITAL PROJECTS/FDTN E | $4,086 | $1,002 | $2,555 | $529 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Program Services | $3 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000,059 | TotalAmt |
| Program Services | $2,273,085 | ProgramServicesAmt |
| Management And General | $1,434,655 | ManagementAndGeneralAmt |
| Fundraising | $292,319 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,156,921 | BOYAmt |
| EOY | $3,279,073 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,043 | BOYAmt |
| EOY | $346,966 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,957 | BOYAmt |
| EOY | $142,775 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,672,597 | BOYAmt |
| EOY | $8,293,375 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,796 | BOYAmt |
| EOY | $698,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,890,314 | BOYAmt |
| EOY | $12,760,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,629 | BOYAmt |
| EOY | $128,116 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,629 | BOYAmt |
| EOY | $128,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375,830 | BOYAmt |
| EOY | $3,139,973 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,456,855 | BOYAmt |
| EOY | $9,492,439 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,832,685 | BOYAmt |
| EOY | $12,632,412 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,890,314 | BOYAmt |
| EOY | $12,760,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $713,675 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $86,052 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,933,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,677,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,838,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,170,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,688,644 | CurrentTaxYearAmt |
| Total | $21,308,474 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,402 | CurrentTaxYearAmt |
| Total | $321,753 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,935,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,824,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,903,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,241,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,726,046 | CurrentTaxYearAmt |
| Total | $21,630,227 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,127,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,730 | CurrentTaxYearAmt |
| Total | $1,204,247 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,127,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,730 | CurrentTaxYearAmt |
| Total | $1,204,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,425,980 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,419 | CurrentTaxYearAmt |
| Total | $349,433 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,419 | CurrentTaxYearAmt |
| Total | $349,433 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,430 | CurrentTaxYearAmt |
| Total | $492,791 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,192,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,013,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,005,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,433,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,827,895 | CurrentTaxYearAmt |
| Total | $22,472,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90620 | PublicSupportPY509Pct |
| Investment Income CY | 0.01550 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GAIN LOSS ON FUNDRAISING EVENTS - 2015 AMOUNT: $ 180,519. 2016 AMOUNT: $ 125,657. 2017 AMOUNT: $ 29,734. 2018 AMOUNT: $ 118,451. 2019 AMOUNT: $ 38,430. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $499,071 | BeginningYearBalanceAmt |
| Contributions | $5,685 | ContributionsAmt |
| Investment Earnings Or Losses | $10,105 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,253 | GrantsOrScholarshipsAmt |
| End Year Balance | $493,608 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $473,885 | BeginningYearBalanceAmt |
| Contributions | $18,985 | ContributionsAmt |
| Investment Earnings Or Losses | $21,870 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,669 | GrantsOrScholarshipsAmt |
| End Year Balance | $499,071 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $455,015 | BeginningYearBalanceAmt |
| Contributions | $10,405 | ContributionsAmt |
| Investment Earnings Or Losses | $19,192 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,727 | GrantsOrScholarshipsAmt |
| End Year Balance | $473,885 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,665 | BeginningYearBalanceAmt |
| Contributions | $12,155 | ContributionsAmt |
| Investment Earnings Or Losses | $32,120 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,925 | GrantsOrScholarshipsAmt |
| End Year Balance | $455,015 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $386,869 | BeginningYearBalanceAmt |
| Contributions | $12,155 | ContributionsAmt |
| Investment Earnings Or Losses | $17,566 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,925 | GrantsOrScholarshipsAmt |
| End Year Balance | $413,665 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN PERPETUAL TRUST | $684,128 |
| LIFE INSURANCE | $14,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $698,339 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $128,116 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $128,116 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,544,679 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $86,052 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $362,901 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $448,953 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,095,726 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,618,008 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,618,008 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,713,734 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,685,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $362,901 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $362,901 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,322,476 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,677,583 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,677,583 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,000,059 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE FOR THE ENDOWMENTS IS TO GROW THE EARNINGS THAT PROVIDE SCHOLARSHIPS; MAINTAIN AND ENHANCE HEALING GARDENS; AND PROVIDE FOR OTHER NEEDS. |
| PART X, LINE 2: | THE FOUNDATION IS CONSIDERED A PUBLIC CHARITY UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM PAYMENT OF INCOME AND EXCISE TAXES. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION FILES ALL APPLICABLE RETURNS FOR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OF EXCISE OR OTHER TAXES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS FROM RELATED ORGANIZATIONS 1,618,008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO RELATED ORGANIZATIONS 1,677,583. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CRAB CRACK | Event1Nm |
| Gross Receipts Event1 | $46,932 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,567 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,365 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,854 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $850 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,181 | OtherDirectExpensesEvent1Amt |
| Event2 | FARM TO FORK | Event2Nm |
| Gross Receipts Event2 | $42,405 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,745 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,660 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,025 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,846 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $20,265 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $106,654 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $93,249 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,405 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $6,992 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,412 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,763 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $21,067 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $195,991 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $157,561 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,430 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,992 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,025 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,112 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,813 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,513 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $97,455 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$59,025 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BENEDICTINE LIVING COMMUNITIES | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411639687 | 501(C)(3) | $473,530 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| BENEDICTINE LIVING COMMUNITY OF WAHPETON | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 454274091 | 501(C)(3) | $9,853 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| BENEDICTINE LIVING COMMUNITIES-BISMARCK | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 264376543 | 501(C)(3) | $6,132 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| BENEDICTINE HEALTH CENTER | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411381401 | 501(C)(3) | $152,084 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| BENEDICTINE CARE CENTERS | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411907571 | 501(C)(3) | $113,362 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| BRIDGES CARE COMMUNITY | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 262620983 | 501(C)(3) | $32,068 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| KODA LIVING COMMUNITY | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 270705237 | 501(C)(3) | $75,029 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| LIV COMM OF ST JOSEPH | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 412011661 | 501(C)(3) | $31,820 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| MADONNA TOWERS OF ROCHESTER | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411809914 | 501(C)(3) | $78,908 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| NAZARETH LIVING CENTER | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 431450394 | 501(C)(3) | $308,552 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| SAINT ANNE OF WINONA | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 410850791 | 501(C)(3) | $88,649 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| ST GERTRUDE'S HEALTH CENTER | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411848720 | 501(C)(3) | $5,889 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| VILLA ST VINCENT | ||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411352227 | 501(C)(3) | $88,613 | $0 | N/A | N/A | CAPITAL FUND/SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRANSFERS BETWEEN RELATED ORGANIZATIONS ARE ACCOUNTED FOR IN INTERNAL FINANCIAL STATEMENTS, OF WHICH ALL ARE UNDER COMMON CONTROL. TRANSFERS TO NON-AFFILIATED ORGANIZATIONS ARE ACCOUNTED FOR IN EXTERNAL AUDITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY CARLEY | ||||||||||||||
| CEO OF BHS | $0 | $471,584 | $0 | $139,725 | $0 | $690 | $0 | $126,717 | $0 | $38,120 | $0 | $776,836 | $0 | $0 |
| KEVIN RYMANOWSKI | ||||||||||||||
| CFO OF BHS | $0 | $335,852 | $0 | $66,540 | $0 | $682 | $0 | $136,807 | $0 | $27,493 | $0 | $567,374 | $0 | $0 |
| LEE LARSON | ||||||||||||||
| PRESIDENT | $0 | $211,415 | $0 | $44,177 | $0 | $1,203 | $0 | $94,867 | $0 | $18,305 | $0 | $369,967 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III - ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | BENEDICTINE HEALTH SYSTEM'S (EIN: 41-1531892) CEO AND CFO, JERRY CARLEY AND KEVIN RYMANOWSKI, SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS. THE CEO IS COMPENSATED BY BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION. THIS ORGANIZATION USES THE FOLLOWING TO SET CEO/ ADMINISTRATIVE COMPENSATIONS: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $18,608 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 57 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,232 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS | 113 | $17,391 | FMV |
| Yes (X) | MISCELLANEOUS CONTRIBUTIONS | 97 | $11,743 | FMV |
| Yes (X) | TICKETS & PASSES | 24 | $6,395 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 - ORGANIZATION MISSION | THE BENEDICTINE HEALTH SYSTEM IS A CATHOLIC ORGANIZATION WHICH OWNS AND OPERATES LONG TERM CARE FACILITIES WHICH PROVIDES CARE AND SERVICES FOR INDIVIDUALS OF NEED. THE BENEDICTINE HEALTH SYSTEM FOUNDATION (BHSF) WAS ESTABLISHED TO COORDINATE, ENCOURAGE, MOTIVATE AND SUPPORT THE FUND DEVELOPMENT EFFORTS WITHIN BENEDICTINE HEALTH SYSTEM AND THE BHSF SUPPORTED ORGANIZATIONS THROUGH ASSOCIATED FOUNDATIONS AND TO OVERSEE THE OPTIMAL INVESTMENT AND MANAGEMENT OF ASSOCIATED FOUNDATIONS' FUNDS. THE BENEDICTINE HEALTH SYSTEM FOUNDATION CONSISTS OF (31) ASSOCIATED FOUNDATIONS, INCLUDING: ILLINOIS: VILLA ST. BENEDICT FOUNDATION, LISLE MINNESOTA: BENEDICTINE HEALTH CENTER OF MINNEAPOLIS FOUNDATION, MINNEAPOLIS; BENEDICTINE HEALTH SYSTEM FOUNDATION, CAMBRIDGE; BENEDICTINE LIVING COMMUNITY OF ADA FOUNDATION, ADA; BENEDICTINE LIVING COMMUNITY OF DULUTH FOUNDATION, DULUTH; BENEDICTINE LIVING COMMUNITY OF ST. PETER FOUNDATION, ST. PETER; CERENITY FOUNDATION, ST. PAUL; CERENITY-HUMBOLDT FOUNDATION, ST. PAUL; CERENITY-MARIAN OF SAINT PAUL FOUNDATION, ST. PAUL; CERENITY-WHITE BEAR LAKE FOUNDATION, WHITE BEAR LAKE; INNSBRUCK FOUNDATION, NEW BRIGHTON; KODA LIVING COMMUNITY FOUNDATION, OWATONNA; MADONNA LIVING COMMUNITY FOUNDATION OF ROCHESTER, ROCHESTER; SAINT ANNE FOUNDATION, WINONA; ST. CLARE LIVING COMMUNITY OF MORA FOUNDATION, MORA; ST. CRISPIN FOUNDATION, RED WING; ST. GERTRUDE'S FOUNDATION, SHAKOPEE; ST. ISIDORE HEALTH CENTER OF GREENWOOD PRAIRIE FOUNDATION, PLAINVIEW; ST. MARY'S OF WINSTED FOUNDATION, WINSTED; ST. MICHAEL'S FOUNDATION, VIRGINIA; ST. RAPHAEL'S FOUNDATION, EVELETH; VILLA ST. VINCENT/THE SUMMIT FOUNDATION, CROOKSTON MISSOURI: LIVING COMMUNITY OF ST. JOSEPH FOUNDATION, ST. JOSEPH; NAZARETH LIVING CENTER FOUNDATION, ST. LOUIS NORTH DAKOTA: BENEDICTINE LIVING CENTER OF GARRISON FOUNDATION, GARRISON; BENEDICTINE LIVING COMMUNITY OF WAHPETON FOUNDATION, WAHPETON; PRINCE OF PEACE AND EVERGREEN FOUNDATION, ELLENDALE; ST. BENEDICT'S HEALTH CENTER FOUNDATION, DICKINSON; ST. GABRIEL'S COMMUNITY FOUNDATION, BISMARCK; ST. ROSE FOUNDATION, LAMOURE |
| FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS | PHILANTHROPY IS KEY TO OUR MISSION AND OUR ABILITY TO SERVE THOSE MOST IN NEED. PHILANTHROPY IS A POTENT TOOL IN HELPING US HELP OTHERS. IT FUELS INNOVATION, CARE TECHNOLOGIES, RECREATION AND FITNESS PROGRAMS, AND HOMELIKE SPACES TO PUT LOVED ONES AT EASE. PHILANTHROPY ALSO ALLOWS US TO OFFER SOME OF THE HIGH-TOUCH, COMFORT CARE PROGRAMS THAT MAKE ALL THE DIFFERENCE IN DAY TO DAY LIFE BUT ARE LARGELY, IF NOT COMPLETELY, UNREIMBURSABLE. IN FISCAL YEAR 2020, $2,196,547 IN PHILANTHROPIC DOLLARS SUPPORTED RESIDENT AND EMPLOYEE PROGRAMS AND CAPITALIZED FACILITY IMPROVEMENTS AND EQUIPMENT. SINCE 2008, MORE THAN $33,000,000 HAS BEEN USED TO FUND RESIDENT AND EMPLOYEE PROGRAMS, FACILITY IMPROVEMENTS, AND EQUIPMENT. BENEDICTINE HEALTH SYSTEM SUPPORT CENTER AND FACILITY ASSOCIATES FURTHER SUPPORT THE MISSION BY FUNDING VARIOUS PROGRAMS. FUNDS RAISED THROUGH ASSOCIATE GIVING ARE USED TO FUND THE FULFILLMENT OF RESIDENTS' DREAMS, ENHANCE SPIRITUAL CARE PROGRAMS AND INITIATIVES SUCH AS PALLIATIVE CARE AND HELP FUND COMMUNITY PROJECTS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE (COMPRISED OF THE CHAIR, VICE-CHAIR, BOARD SECRETARY, AND THE CHAIRS OF THE STANDING COMMITTEES) IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD, PROVIDED, HOWEVER, THAT IT MAY NOT DETERMINE MATTERS OF POLICY WITHOUT PRIOR SPECIFIC AUTHORIZATION OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE CORPORATION CONTRACTS WITH BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION, FOR MANAGEMENT SERVICES. BENEDICTINE HEALTH SYSTEM EMPLOYED THE PRESIDENT OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | BENEDICTINE HEALTH SYSTEM, A MINNESOTA NONPROFIT CORPORATION, IS THE SOLE MEMBER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH DIRECTOR OF THE CORPORATION IS APPOINTED BY BENEDICTINE HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7B | BENEDICTINE HEALTH SYSTEM HAS CERTAIN RESERVED POWERS RELATING TO THE ACTIVITIES OF THE CORPORATION AS SET OUT IN THE CORPORATION'S BY-LAWS. IN ADDITION, IN KEEPING WITH THE CORPORATION'S MISSION "TO ASSIST AND COORDINATE ACTIVITIES OF FACILITIES FOR HEALTH CARE, EDUCATION, AND CARE FOR THE AGED AND SOCIAL SERVICES IN ACCORDANCE WITH THE CHARITABLE WORKS TRADITION OF THE ROMAN CATHOLIC CHURCH", ALL ACTIVITIES OF THE CORPORATION ARE REQUIRED TO BE CARRIED OUT IN ACCORDANCE WITH THE CHARISMS OF THE BENEDICTINE SISTERS BENEVOLENT ASSOCIATION ("BSBA"), A CIVIL LAW CORPORATION FOR THE SISTERS OF ST. BENEDICT OF ST. SCHOLASTICA MONASTERY LOCATED IN DULUTH, MINNESOTA. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AND INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE RETURN WAS THEN REVIEWED BY THE CFO. AN ELECTRONIC COPY OF THE FORM 990 WAS DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THAT CONSTITUTE OR MIGHT LEAD TO A CONFLICT OF INTEREST BY COMPLETING THE CONFLICT OF INTEREST AND GIFT DISCLOSURE STATEMENT. THE BHS COMPLIANCE DEPARTMENT WILL DISTRIBUTE THE STATEMENTS AND COLLECT AND MAINTAIN THE COMPLETED STATEMENTS. THE BHS COMPLIANCE MANAGER WILL REVIEW THE STATEMENTS AND PROVIDE A SUMMARY OF THE IDENTIFIED CONFLICTS OF INTEREST TO THE BHS CHIEF COMPLIANCE OFFICER, WHO WILL ALERT THE BHS CEO AND THE CHAIR OF THE BHS BOARD OF DIRECTORS TO ANY ITEMS OF CONCERN. AN "INTERESTED PERSON" IS ANY PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE SYSTEM, INCLUDING BUT NOT LIMITED TO A BOARD MEMBER, BOARD COMMITTEE MEMBER, OR OFFICER OR DIRECTOR OF BHS OR A FACILITY (SUCH AS FACILITY CEO/ADMINISTRATORS AND BHS SENIOR LEADERS AND DIRECTORS). FOR INTERESTED PERSONS WHO ARE EMPLOYEES (OTHER THAN THE BHS CEO), FOLLOWING DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS,THE INTERESTED PERSON'S SUPERVISOR WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. FOR THE BHS CEO AND BOARD AND COMMITTEE MEMBERS, FOLLOWING DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY PARTICIPATE IN DELIBERATION REGARDING THE TRANSACTION IF THE APPLICABLE SUPERVISOR, BOARD, OR COMMITTEE DETERMINES A CONFLICT OF INTEREST DOES NOT EXIST. AN INTERESTED PERSON WHO HAS BEEN DETERMINED TO HAVE A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST AND MAY NOT BE PRESENT DURING SUCH DELIBERATION OR DECISION MAKING. THE INTERESTED PERSON MAY BE ALLOWED TO MAKE A PRESENTATION TO THE SUPERVISOR, BOARD, OR COMMITTEE CONSIDERING THE TRANSACTION OR ARRANGEMENT AS TO WHICH THE CONFLICT OF INTERESTS REFERS PRIOR TO THE DELIBERATION AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A: | OFFICER COMPENSATION BENEDICTINE HEALTH SYSTEM'S (EIN: 41-1531892) CEO AND CFO, JERRY CARLEY AND KEVIN RYMANOWSKI, SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND THE FOLLOWING RELATED ORGANIZATIONS. SEE SCHEDULE R FOR MORE INFORMATION ON RELATED ORGANIZATIONS. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 45,367. MANAGEMENT AND GENERAL EXPENSES 115,711. FUNDRAISING EXPENSES 23,942. TOTAL EXPENSES 185,020. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 361,071. MANAGEMENT AND GENERAL EXPENSES 920,936. FUNDRAISING EXPENSES 190,549. TOTAL EXPENSES 1,472,556. |
| FORM 990, PART XII, LINE 2C: | THE BENEDICTINE HEALTH SYSTEM AUDIT/ FINANCE COMMITTEE OVERSEES THE SELECTION OF THE INDEPENDENT AUDITOR AND OVERSEES THE ANNUAL CONSOLIDATED AUDIT OF BENEDICTINE HEALTH SYSTEM AND AFFILIATES WHICH INCLUDES THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BENEDICTINE HEALTH SYSTEM | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411531892 | SUPPORTING ORGANIZATION | MN | 501(C)(3) | LINE 10 | N/A | 0 | |
| BENEDICTINE CARE CENTERS | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411907571 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BENEDICTINE HEALTH CENTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411381401 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| CITY OF LAKES CARE CENTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411985663 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BENEDICTINE LIVING COMMUNITIES | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411639687 | NURSING HOMES | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BLC OF ST PETER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 861113231 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| STEEPLE POINTE SENIOR LIVING COMMUNITY | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411852273 | ASSISTED LIVING | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BRIDGES CARE CENTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 262620983 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| ELLENDALE EVERGREEN PLACE | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411796445 | ASSISTED LIVING | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| LIVING COMMUNITY OF ST JOSEPH | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 412011661 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| MADONNA MEADOWS OF ROCHESTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 470855891 | ASSISTED LIVING | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| MADONNA TOWERS OF ROCHESTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411809914 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| ROSEWOOD COURT | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 412011389 | ASSISTED LIVING | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| SAINT ANNE OF WINONA | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 410850791 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| ARROWHEAD SENIOR LIVING COMMUNITIES | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411978619 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| VILLA ST VINCENT | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411352227 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BLC OF BISMARCK | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 264376543 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| NAZARETH LIVING CENTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 431450394 | NURSING FACILITY | MO | 501(C)(3) | LINE 10 | N/A | 0 | |
| BLC OF NEW LONDON | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 274218436 | NURSING HOME | WI | 501(C)(3) | LINE 10 | 0 | BHS | |
| BLC OF WINSTED | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 274219293 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BSLC OF ST PETER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 272716531 | ASSISTED LIVING | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| BLC OF WAHPETON | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 454274091 | ASSISTED LIVING | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| CATHOLIC RESIDENTIAL SERVICES | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 390982340 | NURSING HOME | WI | 501(C)(3) | LINE 10 | 0 | BHS | |
| REGINA SENIOR LIVING | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 463700475 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
| KODA LIVING COMMUNITY | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 270705237 | NURSING HOME | MN | 501(C)(3) | LINE 10 | N/A | 0 | |
| CERENITY SENIOR CARE | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 363517696 | NURSING HOME | MN | 501(C)(3) | LINE 10 | N/A | 0 | |
| CERENITY CARE CENTER - WHITE BEAR LAKE | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411983267 | NURSING HOME | MN | 501(C)(3) | LINE 10 | N/A | 0 | |
| VILLA ST BENEDICT | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 364343235 | NURSING HOME | MN | 501(C)(3) | LINE 10 | N/A | 0 | |
| ST GERTRUDE'S HEALTH CENTER | |||||||||||
| 6499 UNIVERSITY AVE NE SUITE 300 | MINNEAPOLIS | MN | 55432 | 411848720 | NURSING HOME | MN | 501(C)(3) | LINE 10 | 0 | BHS | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICTINE GROUP SELF-INSURANCE ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6499 UNIVERSITY AVE NE SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411548753 | EIN |
| Primary Activities | WORKERS' COMPENSATION PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | S | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |