HAZELDEN BETTY FORD FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAZELDEN BETTY FORD FOUNDATION (EIN 41-0682405)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-05
- IRS object ID
- 201922489349300312
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-05T08:14:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Suite 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410682405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hazelden Betty Ford Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAZE | BusinessNameControlTxt |
| Phone | 6512134006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1Txt |
| City | Center City | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Blaha | PersonNm |
| Person Title | VP CFO & CAO | PersonTitleTxt |
| Phone | 6512134006 | PhoneNum |
| Signature | 2019-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2019-09-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.39.233.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-03 | IPDt |
| IP Tm | 11:09:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C38465C21B462EFC398EE6416A8BA5336D54C3F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9BEE9501A3B4F00F190E63700B8BF2BC70C7B96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark Mishek | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 11 | AddressLine1Txt |
| City | Center City | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $215,406,928 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hazeldenbettyford.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1767 | TotalEmployeeCnt |
| Total Volunteers | 706 | TotalVolunteersCnt |
| Total Gross UBI | $519,950 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,793,921 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,894,764 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $168,572,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $181,550,849 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,222,357 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,851,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,358,490 | PYOtherRevenueAmt |
| CY Other Revenue | $2,369,433 | CYOtherRevenueAmt |
| PY Total Revenue | $183,947,324 | PYTotalRevenueAmt |
| CY Total Revenue | $193,666,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $914,366 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,030,436 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $110,997,995 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $108,163,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,731,774 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,715,791 | PYOtherExpensesAmt |
| CY Other Expenses | $75,979,345 | CYOtherExpensesAmt |
| PY Total Expenses | $191,628,152 | PYTotalExpensesAmt |
| CY Total Expenses | $185,172,799 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,680,828 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,493,573 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $487,490,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $479,494,232 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $160,037,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $157,338,609 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $327,453,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $322,155,623 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs. Its vision is: Together, we will overcome addiction. This is accomplished through a commitment to treatment, publishing, education, research, public education, advocacy, and collaboration/shared learning with other organizations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $121,771,939 | ExpenseAmt |
| Revenue | $156,575,193 | RevenueAmt |
| Desc | Addiction Treatment for Adults, Youth and FamiliesThe goal of addiction treatment at Hazelden Betty Ford Foundation is lifelong recovery and an improved quality of life for each patient. The Foundation serves both adults and youth and approaches treatment in a holistic, person-centered way, addressing our patients' addiction as well as co-occurring mental health and medical conditions. Our comprehensive treatment integrates the use of evidence-based clinical therapies, peer support and medicine, and is individualized to meet patients' unique needs as they progress from clinical management of their disease to community-supported self-management. Our interdisciplinary care teams consist of addiction counselors and technicians, psychologists and other mental health professionals, psychiatrists and other physicians, nurses and nurse practitioners, family specialists, spiritual care professionals, nutritionists and wellness specialists. In addition to addiction treatment, available at multiple levels of care, Hazelden Betty Ford Foundation provides assessment and evaluation services, intervention services, clinically supervised sober living options, continuing care services and mental health services. Hazelden Betty Ford Foundation also understands that recovery from addiction involves rebuilding relationships with family members and friends, who need help and support of their own as well. Through our family, parent, sibling and children's programs, loved ones receive education, guidance and support to achieve healthier relationships and lives.In 2018, its sites were located in Center City, Chaska, Maple Grove, Plymouth and St. Paul, Minnesota; Chicago, Illinois; Naples, Florida; New York, New York (two facilities there - one each in the Tribeca and Chelsea neighborhoods); Newton, Massachusetts; Beaverton and Newberg, Oregon; Rancho Mirage, Los Angeles and San Diego, California; and Denver, Colorado. The Children's Program in Texas was moved to our Center City location in the fall of 2018, and plans were launched to open a new facility in Bellevue, Washington, in the spring of 2019.In 2018, the following number of people directly benefited from Hazelden Betty Ford addiction treatment and recovery programs: Primary Treatment Adult 4,793 Mental Health Adult 3,138 Intensive Outpatient Adult 2,841Day Treatment Adult 2,766Family Program Adult 2,299 Outpatient Treament Adult 1,136Children's Program 895 Family Program Youth 848Primary Treatment Youth 719Renewal Center and Lodge 632 Recovery Housing 515Mental Health Youth 449 Day Treatment Youth 292Intensive Outpatient Youth 113 Outpatient Treament Youth 61 Intermediate Care 59 DUII Diversion Program Oregon 36 TOTAL PATIENTS SERVED 21,592 Additionally, financial assistance is available and was provided to 4,166 qualifying patients and family members at a cost of $4,750,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,327,109 | ExpenseAmt |
| Revenue | $20,991,140 | RevenueAmt |
| Desc | Publication of Educational MaterialsHazelden Publishing is the leading publisher of state-of-the-art resources for preventing, treating and managing addiction and closely related issues. Translating research into practice, we help organizations treat the whole client by offering information, guidance, tools and support to meet their unique needs. With 137 new offerings in 2018, our publications continue to provide inspiration, guidance and encouragement to millions around the world every day. In 2018, Hazelden Publishing generated 59 new products, 17 new distributed products, 14 new services and trainings, four new e-books, six new translation rights, 28 specialty products, one new mobile app, and eight new subscriptions. If not for our mission and commitment, much of this material would not be published and available to consumers because of its limited appeal to mainstream publishers. Hazelden Publishing's materials also reach underserved populations, including many customers in the community treatment, faith-based and corrections markets.In 2018, through its BookAid program, the Hazelden Betty Ford Foundation sent 1,853 packages that reached the lives of many thousands of people through libraries serving programs and institutions in need. BookAid resources were sent to individuals and organizations in the United States and around the world. The value of these products is in excess of $91,000, and they cost roughly $6,985 to ship. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,693,938 | ExpenseAmt |
| Grant | $1,030,436 | GrantAmt |
| Revenue | $6,391,621 | RevenueAmt |
| Desc | Higher Education and Medical & Professional TrainingHazelden Betty Ford Graduate School of Addiction Studies The Hazelden Betty Ford Graduate School of Addiction Studies educates future leaders in addiction counseling to provide evidence-based, integrated care for substance use and co-occurring disorders. Accredited by the Higher Learning Commission, it offers three degrees: Master of Arts in Addiction Counseling, Master of Arts in Addiction Counseling: Advanced Practice, and Master of Arts in Addiction Studies: Integrated Recovery for Co-Occurring Disorders. The graduate school emphasizes public engagement as a means of serving our constituent communities. In 2018, students provided more than 58,580 hours of clinical services at agencies reaching underserved and economically disadvantaged populations. The school also offers a full scholarship each year to a student who works at Chisago County Health and Human Services, and we provide continuing education to these Chisago County professionals at no cost. Eighty-four students graduated with master's degrees from the school in 2018. Overall, more than 92 percent of graduates who seek careers in the addiction treatment field find employment in their home communities or at regional or national treatment agencies. Faculty and graduate school leaders participate in public service events throughout the United States and make research, educational and scholarly contributions to the field of addiction treatment.Medical & Professional EducationThe Professionals in Residence (PIR) program and the Summer Institute for Medical Students (SIMS) give medical students, residents and health care and legal professionals an in-depth experience with the dynamics of the disease of addiction. Intensive one-week programs blend classes presented by Hazelden Betty Ford Foundation physicians and expert clinicians with time spent interacting with patients or family members and staff on treatment units or family programs. Participants learn about the latest research and evidence-based methods from our multidisciplinary faculty. A rotation on addiction for psychiatry, family medicine and internal medicine residents is available in Minnesota and California. A one-year accredited Addiction Medicine Fellowship is available at the Betty Ford Center in Rancho Mirage, California, and a Course on Addiction and Recovery Education (CARE) is available worldwide. The Minnesota and California sites offer customized programming for larger groups. In 2018, our Medical and Professional Education programs welcomed a total of 1,702 participants. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| Community Care and Community Benefit: In meeting the Foundation's mission and underlying charitable purpose, the Foundation invests time, financial resources and energy to help people and communities understand and address addiction as a treatable chronic disease, and spread the word that recovery is possible. "Be of service" is an integral core value which the Foundation demonstrates in a variety of ways. The Foundation provides treatment services to individuals and families who seek and qualify for care but are unable to pay the full cost. The Foundation's patient aid policy provides that the Foundation will annually establish a target amount of patient financial assistance. In addition to its annual provision for charity care, the Foundation provides a variety of other benefits for the public good including:Butler Center for Research: -The Butler Center for Research (BCR) is dedicated to improving recovery from addiction by conducting clinical and institutional research, collaborating with other research centers and communicating scientific findings. BCR's vision that sustained recovery for all who seek help will be achieved through advancements in knowledge and integration of research into practice. -In 2018, the BCR participated in the following activities: -As part of the Foundation's commitment to evidence-based practice, a variety of projects were conducted by the BCR to inform clinical care and academic programming, identify needs, drive data-based decision making, guide strategic planning and contribute to the field's knowledge of addiction treatment. Projects included data analyses, white papers, webinars, podcasts and industry trend reports, among others. -In 2018, the BCR collaborated with researchers from the Mayo Clinic who obtained a government grant to study the use of acamprosate, an FDA-approved medication targeting alcohol craving. Funded by the National Institute on Alcohol Abuse and Alcoholism (NIAAA), this project will work to identify biomarkers that may predict patient response to the use of the medication, with the hope of finding new genes linked to alcoholism treatment response. Detailed planning was conducted in 2018 in preparation for a 2019 launch. -The BCR also collaborated on another NIAAA grant-funded study with researchers from Virginia Commonwealth University. Titled, "Genes, addiction and personality," this study is part of a genome-wide association study to learn more about the relationships between personality, mental health, substance use and genes. Data collection began in 2018 and will continue through 2019. -Research Updates were disseminated to professionals, educators, researchers, students and other stakeholders. These two-page summaries of scientific findings from the field of addiction treatment research are provided at no cost as a community benefit to policymakers, treatment professionals and the public at large. Research Updates are also available on the BCR web page at www.hazeldenbettyford.org/education/bcr/addiction-research. Five new Research Updates were created in 2018, including: Using Telehealth for Addiction Treatment, Grandparents Raising Grandchildren, Substance Use Disorders Among Military Population, Co-occuring Mental Health and Substance Use Disorders and Trauma-Informed Care for Substance Use Counseling.-In addition to the new Research Updates, the BRC published a series of informational summaries to help get consumers and clinicians on the same page. The BCR released two such summaries in 2018: "Motivational Interviewing and "Cognitive Behavioral Therapy." Both papers are available online at www.hazeldenbettyford.org/education/bcr/addiction-research.Community Education and Relations: -The Foundation presented free public talks at our Minnesota Speaker Series held in St. Paul on select Tuesdays; at our Oregon Speaker Series held twice a month in the Portland metro area; at our monthly Second Sunday speaker series held in Center City, Minnesota; and at our Awareness Hour series held on select Saturdays in Rancho Mirage, California.-The Speakers Bureau helped place the organization's many spokespeople at events throughout the country, with 31 different employees delivering 217 presentations in 20 states and 42 cities. -The Foundation also provided education and support at free, open-to-the-public Caring Families groups, facilitated once a month in St. Paul, Minnesota; once a month in Plymouth, Minnesota; and; once a week in Fort Myers, Florida-as well as weekly in an online format at www.TheDailyPledge.org.-The Visitors Program in Center City, Minnesota, scheduled and conducted 75 tours for 399 individuals. At the Betty Ford Center in Rancho Mirage, California, staff scheduled and conducted 60 tours.-Volunteers at facilities in California, Illinois, Florida, Minnesota, New York, and Orgeon donated 13,884 hours, valued at more than $340,000.-In addition, educational scholarships from the Foundation totaling $5,200 were awarded to students at six high schools in the Twin Cities and Center City areas of Minnesota as well as two western Wisconsin high schools.-In Florida, the Foundation is an active member of the Collier Community Drug Response Team, an action-oriented work group that analyzes data and mobilizes support to overdose hotspots. And, for the 24th year, we co-sponsored and hosted our Women's Health Conference, a free, twice-annual community event that brings together medical providers and public health departments in Center City, Minnesota.Children's Programs:-The Foundation's Children's Program provides prevention and education services to children and families with addiction. Programs are located in California, Minnesota and Colorado. No child has ever been turned away because of lack of financial ability to pay, and over 90 percent attend on scholarships. In 2018, 1,188 children and family members participated in the program.-Staff of the Children's Program also participated in the Red Ribbon Campaign at numerous schools in California and Colorado. Early prevention education and recovery awareness events were held in communities and schools, along with training sessions for school administrators, principals, counselors and teachers to provide information, resources and tools regarding the family disease of addiction. The training session, called Tools for the Journey, is also open to therapists, counselors, non-profits and other organizations that work with children. |
| Web and Social Networks-The corporate website, www.HazeldenBettyFord.org, continued to grow in 2018. "Thought for the Day" remained the most popular feature on the website, with an average of 24,000 visitors each day. "Thought for the Day' provides daily inspirational readings from one of six Hazelden Publishing meditation books.-Over 2 million individuals from across the world visited the website seeking information on a variety of addiction-related topics, including treatment, recovery, education, public advocacy and products in our online bookstore. -The Foundation's social community - an online network at www.TheDailyPledge.org-features discussion boards, chatrooms, blogs and online meetings accessible at no cost to anyone anywhere in the world. TheDailyPledge.org continued to offer a home on the web for people in or seeking recovery-and for family members, as well. More than 1,000 times every month, members took the time to post a personal pledge to remain committed to recovery for another day. In 2018, the community-with 9,200 total registered members-welcomed nearly 20,000 visitors who viewed almost 200,000 pages.-The Foundation's Facebook, Twitter, Instagram, YouTube, LinkedIn and other social media accounts, which have more than 84,000 followers, along with its award-winning mobile apps, offered additional access to recovery resources, providing daily inspiration, information and fellowship.Resource Center:-In 2018, the Foundation's Resource Center received 85,167 calls and more than 5,000 online inquiries from people seeking information, assistance, and products related to substance use and addiction.Hazelden Betty Ford Library-In addition to its core mission of fulfilling the informational needs of the Foundation's staff and students, our Addiction Research Library-accessible at www.hazeldenbettyford.org/education/bcr/addiction-research-library serves the public by working daily with information sharing and advocacy efforts in the regional Minitex, national Docline, and international SALIS (Substance Abuse Librarians and Information Specialists) networks, facilitating on our website the preservation and access of archived versions of the ETOH and CORK addiction-related journal databases, free to all internet users and available nowhere else online, and providing scholarships, via the A.A. Heckman Endowed Fellowship Fund, to help individuals study the addiction-related archives housed on our campus in Center City, Minnesota. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $145,792,986 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 930 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1767 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Blaha VP Chief Financial & Administrative Officer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512134006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15251 Pleasant Valley Road | AddressLine1Txt |
| City | Center City | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Susan Engeleiter | ||||||||||
| Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| William Cirone | ||||||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| A John Huss Jr | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bill Parker | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Catherine Lane Weyerhaeuser | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cini Gannon Robb | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eric Lund | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| G Aubrey Serfling | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gloria Perez | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| James R Greenbaum | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John K Butler | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Power Sr | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathryn Helgass Burgum | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lester Munson | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Farnham Whitney | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Turner Pattiz | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MaryPat Woodard | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Sime | ||||||||||
| Member - served part year | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Quinton Studer | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Reifschneider | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ruth Barker | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Ford Bales | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Bradley | ||||||||||
| Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| William J Lammers | ||||||||||
| Member - served part year | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Mishek | ||||||||||
| President and CEO | 50.00 | 10.00 | Yes (X) | Yes (X) | $755,000 | $0 | $99,089 | |||
| James Blaha | ||||||||||
| Treasurer, VP CFO and CAO | 50.00 | 10.00 | Yes (X) | $389,470 | $0 | $61,369 | ||||
| Jennifer Lohse | ||||||||||
| Secretary, VP General Counsel | 50.00 | 10.00 | Yes (X) | $240,505 | $0 | $52,066 | ||||
| Dr Marvin Seppala | ||||||||||
| Chief Medical Officer | 50.00 | 0.00 | $565,135 | $0 | $60,586 | Yes (X) | ||||
| Nicholas Motu | ||||||||||
| VP & Chief External Affairs | 50.00 | 0.00 | $329,195 | $0 | $55,886 | Yes (X) | ||||
| Valerie Slaymaker | ||||||||||
| VP Education and Research | 50.00 | 0.00 | $249,485 | $0 | $45,202 | Yes (X) | ||||
| Debra Bauman | ||||||||||
| VP Tech Services & CIO | 50.00 | 0.00 | $248,285 | $0 | $31,137 | Yes (X) | ||||
| Melissa Fors | ||||||||||
| VP Marketing Strategy | 50.00 | 0.00 | $286,918 | $0 | $29,601 | Yes (X) | ||||
| Dawne Carlson | ||||||||||
| VP Human Resources | 50.00 | 0.00 | $244,728 | $0 | $39,286 | Yes (X) | ||||
| John Driscoll | ||||||||||
| Sr. VP Recovery Services | 50.00 | 0.00 | $366,315 | $0 | $65,844 | Yes (X) | ||||
| Robert Poznanovich | ||||||||||
| VP Business Development | 50.00 | 0.00 | $319,972 | $0 | $42,392 | Yes (X) | ||||
| Joseph Jaksha | ||||||||||
| VP Publisher | 50.00 | 0.00 | $238,705 | $0 | $44,398 | Yes (X) | ||||
| Moira McGinley | ||||||||||
| VP Development and CDO | 50.00 | 0.00 | $156,245 | $0 | $6,400 | Yes (X) | ||||
| Dr Joseph Lee | ||||||||||
| Medical Director Youth Continuum | 45.00 | 0.00 | $351,589 | $0 | $40,132 | Yes (X) | ||||
| Dr Marc Myer | ||||||||||
| Medical Director | 45.00 | 0.00 | $274,232 | $0 | $34,751 | Yes (X) | ||||
| Dr Lisa Vollmer | ||||||||||
| Staff Physician | 45.00 | 0.00 | $270,512 | $0 | $33,602 | Yes (X) | ||||
| Dr Katarzyna Litak | ||||||||||
| Psychiatrist | 45.00 | 0.00 | $276,072 | $0 | $39,607 | Yes (X) | ||||
| Jerry Moe | ||||||||||
| Exec. Dir. Nat'l Children's Program | 45.00 | 0.00 | $292,700 | $0 | $38,097 | Yes (X) | ||||
| William Moyers former key employee | ||||||||||
| VP Public Affairs & Comm Relations | 45.00 | 0.00 | $245,426 | $0 | $50,222 | Yes (X) | ||||
| Mark Sheets Former key | ||||||||||
| employee, Exec. Dir. Youth Continuum | 45.00 | 0.00 | $224,006 | $0 | $51,106 | Yes (X) | ||||
| James Steinhagen | ||||||||||
| Former key employee | 0.00 | 0.00 | $129,756 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,454,251 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $920,773 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 124 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| 4800 Paysphere Circle | Chicago | IL | 60674 | Food Service | $2,846,997 |
| Cerner | |||||
| 2800 Rockcreek Parkway | Kansas City | MO | 64117 | Technology Consultants | $1,609,233 |
| RR Donnelley | |||||
| 111 South Wacker Drive | Chicago | IL | 60606 | Warehouse Management | $623,875 |
| Insight Direct USA | |||||
| 6820 S Harl Ave | Tempe | AZ | 85283 | Computer Services | $573,111 |
| Xerox Corporation | |||||
| 45 Glover Avenue | Norwalk | CT | 06856 | Duplication Services | $506,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $183,388 | FundraisingAmt |
| All Other Contributions | $7,711,376 | AllOtherContributionsAmt |
| Noncash Contributions | $94,779 | NoncashContributionsAmt |
| Total Contributions | $7,894,764 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Addiction Treatment | 623990 | $154,526,394 | $154,526,394 |
| Publishing | 511130 | $20,716,469 | $20,716,469 |
| Higher Education | 611600 | $6,307,986 | $6,307,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $181,550,849 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,373,774 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $496,031 | UnrelatedBusinessRevenueAmt |
| Exclusion | $877,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,125,860 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,634,201 | SecuritiesAmt |
| Other | $14,107 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $491,659 | SecuritiesAmt |
| Other | -$14,107 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $477,552 | TotalRevenueColumnAmt |
| Exclusion | $477,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,657 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $183,388 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $92,248 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,591 | TotalRevenueColumnAmt |
| Exclusion | -$61,591 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Corporate Support Fee | 561000 | $2,407,105 | $2,407,105 | |
| Personal Property Rental | 900002 | $23,919 | $23,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,431,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,666,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $183,957,954 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $519,950 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,293,704 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,436 | TotalAmt |
| Program Services | $1,030,436 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,005,147 | TotalAmt |
| Program Services | $1,384,910 | ProgramServicesAmt |
| Management And General | $3,482,534 | ManagementAndGeneralAmt |
| Fundraising | $137,703 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,065,044 | TotalAmt |
| Program Services | $65,555,240 | ProgramServicesAmt |
| Management And General | $13,307,194 | ManagementAndGeneralAmt |
| Fundraising | $1,202,610 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,907,744 | TotalAmt |
| Program Services | $3,259,799 | ProgramServicesAmt |
| Management And General | $584,881 | ManagementAndGeneralAmt |
| Fundraising | $63,064 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,322,604 | TotalAmt |
| Program Services | $10,937,074 | ProgramServicesAmt |
| Management And General | $2,098,027 | ManagementAndGeneralAmt |
| Fundraising | $287,503 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,862,479 | TotalAmt |
| Program Services | $4,637,221 | ProgramServicesAmt |
| Management And General | $1,137,321 | ManagementAndGeneralAmt |
| Fundraising | $87,937 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,385 | TotalAmt |
| Program Services | $12,229 | ProgramServicesAmt |
| Management And General | $407,156 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,578 | TotalAmt |
| Program Services | $2,875 | ProgramServicesAmt |
| Management And General | $112,703 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,555 | TotalAmt |
| Management And General | $83,555 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,686 | TotalAmt |
| Management And General | $224,686 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,925,026 | TotalAmt |
| Program Services | $10,167,244 | ProgramServicesAmt |
| Management And General | $1,386,296 | ManagementAndGeneralAmt |
| Fundraising | $371,486 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,821,743 | TotalAmt |
| Program Services | $3,430,281 | ProgramServicesAmt |
| Management And General | $270,176 | ManagementAndGeneralAmt |
| Fundraising | $121,286 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,028,652 | TotalAmt |
| Program Services | $2,905,630 | ProgramServicesAmt |
| Management And General | $1,049,702 | ManagementAndGeneralAmt |
| Fundraising | $73,320 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,655,797 | TotalAmt |
| Program Services | $148,149 | ProgramServicesAmt |
| Management And General | $6,444,497 | ManagementAndGeneralAmt |
| Fundraising | $63,151 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,243,183 | TotalAmt |
| Program Services | $2,243,183 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,786,510 | TotalAmt |
| Program Services | $4,858,652 | ProgramServicesAmt |
| Management And General | $882,295 | ManagementAndGeneralAmt |
| Fundraising | $45,563 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820,802 | TotalAmt |
| Program Services | $1,412,067 | ProgramServicesAmt |
| Management And General | $282,707 | ManagementAndGeneralAmt |
| Fundraising | $126,028 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,262 | TotalAmt |
| Program Services | $337,022 | ProgramServicesAmt |
| Management And General | $9,440 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,635,005 | TotalAmt |
| Program Services | $2,018,112 | ProgramServicesAmt |
| Management And General | $604,504 | ManagementAndGeneralAmt |
| Fundraising | $12,389 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,343,607 | TotalAmt |
| Program Services | $14,781,193 | ProgramServicesAmt |
| Management And General | $3,455,339 | ManagementAndGeneralAmt |
| Fundraising | $107,075 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Provision for bad debt | $5,472,082 | $5,472,082 | |
| Cost of materials | $2,847,527 | $2,842,120 | $5,407 |
| Patient food | $2,771,082 | $2,566,891 | $204,191 |
| MnCare tax | $1,792,138 | $1,792,138 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,645,725 | TotalAmt |
| Program Services | $3,998,438 | ProgramServicesAmt |
| Management And General | $615,428 | ManagementAndGeneralAmt |
| Fundraising | $31,859 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,172,799 | TotalAmt |
| Program Services | $145,792,986 | ProgramServicesAmt |
| Management And General | $36,648,039 | ManagementAndGeneralAmt |
| Fundraising | $2,731,774 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,455,264 | BOYAmt |
| EOY | $15,195,526 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,618,806 | BOYAmt |
| EOY | $5,415,503 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,240,369 | BOYAmt |
| EOY | $23,159,015 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,964,353 | BOYAmt |
| EOY | $2,273,124 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,059 | BOYAmt |
| EOY | $923,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $339,001,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $175,838,059 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,345,758 | BOYAmt |
| EOY | $163,163,641 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,918,607 | BOYAmt |
| EOY | $61,014,038 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,303,896 | BOYAmt |
| EOY | $80,945,493 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,254,934 | BOYAmt |
| EOY | $14,215,091 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,518,784 | BOYAmt |
| EOY | $113,189,564 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,490,830 | BOYAmt |
| EOY | $479,494,232 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,089,669 | BOYAmt |
| EOY | $24,455,715 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,901 | BOYAmt |
| EOY | $709,954 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,735,750 | BOYAmt |
| EOY | $56,555,440 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,993,750 | BOYAmt |
| EOY | $1,968,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,527,650 | BOYAmt |
| EOY | $73,648,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,037,720 | BOYAmt |
| EOY | $157,338,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,409,320 | BOYAmt |
| EOY | $285,329,877 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,190,910 | BOYAmt |
| EOY | $4,836,377 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,852,880 | BOYAmt |
| EOY | $31,989,369 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,453,110 | BOYAmt |
| EOY | $322,155,623 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,490,830 | BOYAmt |
| EOY | $479,494,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,493,573 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,152,973 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$37,961 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,600,126 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $83,555 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $152,712 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $236,267 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Hazelden Betty Ford Institute for Recovery Advocacy had two main areas of focus in 2018: the need to reform business practices and quality standards in the addiction treatment field; and the ongoing effort to confront the nation's opioid crisis. By informing public audiences and key stakeholders about important issues, the Institute's goal is to improve the formulation of policy at its earliest stage. The Institute also supports each Hazelden Betty Ford Foundation facility, its employees and other interested stakeholders by responding to requests and providing information on relevant federal, state and local legislation. The Institute discussed its policy ideas and recommendations with Members of Congress, the Administration and their staff on July 12, when a group of 11 Hazelden Betty Ford Foundation board and staff members fanned out across the nation's capital and visited almost 30 offices. The Institute also visited 10 Congressional offices on April 23-24, and corresponded with public officials in Washington on several other occasions as well, via phone, email, letters and face-to-face meetings. Two Hazelden Betty Ford Foundation leaders testified before Congressional committees in 2018: - President & CEO Mark Mishek on July 24, before the House Energy & Commerce Committee Subcommittee on Oversight and Investigations, regarding advertising and marketing practices within the addiction treatment industry; and, - Director of Communications & Public Affairs Jeremiah Gardner on May 8, before the House Energy and Commerce Committee Subcommittee on Health, regarding H.R. 3545. The Institute retained the lobbying firm Peck, Madigan & Jones to assist with federal lobbying efforts during the second half of the year and spoke to a number of bills targeting the opioid crisis and several enabling more integrated, comprehensive addiction care-including H.R. 3545, legislation to modernize the law governing the use of addiction treatment medical records. Many of the bills we supported were eventually folded into H.R. 6, the SUPPORT for Patients and Communities Act. In other policy activity, the Institute continued to contribute to the Parity Implementation Coalition, which advocates for robust implementation of the federal "parity" law that expands access to addiction treatment through private health care insurance. It also continued contributions to the Partnership to Amend 42 CFR Part 2, which advocates for aligning conflicting federal laws related to the sharing of medical records to allow appropriate access to patient information that is essential for providing whole-person care. Membership in coalitions such as those and in associations related to the addiction field and the preservation of the services the organization provides-such as the National Association of Addiction Treatment Providers-allows the Institute to join forces with others sharing similar concerns and interests. In 2018, the Institute also supported several public forums that highlighted solutions to the opioid crisis and the underlying, longstanding problem of addiction, as well as the need for robust access to care. At events in Oregon, Minnesota and Florida, it joined forces with Hazelden Betty Ford Foundation colleagues as well as local, state and national experts and policymakers to frame up action plans to address the addiction crisis. These one-day HOPE 2018 events focused on emerging solutions, best practices, innovative thinking and lessons learned in other cities and states, with participants working together to chart a course forward for their communities. In addition, the Institute hosted, sponsored or provided speakers for numerous other events focused on opioids, access to care, other policy areas and/or stigma, including school and community forums as well as national and state conventions. The Institute also distributed its weekly Advocacy Update email to a national list of subscribers, while also producing blogs and audio-video content, providing or securing media interviews to support its advocacy agenda, and generating thousands of social media impressions and unique website visitors. The Institute regularly receives requests for information on addiction, treatment and recovery issues from federal, state and local legislatures and governments, as well as from the media and the public. By serving as a reliable resource to many, the Institute was able to influence policy and public attitudes in diverse ways. The Hazelden Betty Ford Institute for Recovery Advocacy's mission is to provide a leading and trusted voice on emerging topics and public policy issues that dominate the national dialogue on addiction, and to facilitate conversation among those in recovery, those still suffering and society-at-large. It is and will remain committed to smashing stigma, shaping public policy and educating people everywhere about the problems of addiction and the promise of recovery. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $793,414 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,642,133 | BeginningYearBalanceAmt |
| Contributions | $107,162 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,182,857 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,544,620 | OtherExpendituresAmt |
| End Year Balance | $28,021,818 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,436,060 | BeginningYearBalanceAmt |
| Contributions | $108,517 | ContributionsAmt |
| Investment Earnings Or Losses | $3,052,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,488,483 | OtherExpendituresAmt |
| End Year Balance | $32,108,879 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,305,773 | BeginningYearBalanceAmt |
| Contributions | $55,134 | ContributionsAmt |
| Investment Earnings Or Losses | $2,203,419 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,128,266 | OtherExpendituresAmt |
| End Year Balance | $30,436,060 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,924,016 | BeginningYearBalanceAmt |
| Contributions | $10,859,094 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,049,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,427,887 | OtherExpendituresAmt |
| End Year Balance | $32,305,773 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,609,984 | BeginningYearBalanceAmt |
| Contributions | $433,839 | ContributionsAmt |
| Investment Earnings Or Losses | $789,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $909,024 | OtherExpendituresAmt |
| End Year Balance | $23,924,016 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,049,395 | OtherCostOrOtherBasisAmt |
| Book Value | $11,049,395 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,159,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,616,449 | DepreciationAmt |
| Book Value | $114,542,591 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,069,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,109,277 | DepreciationAmt |
| Book Value | $960,603 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,740,890 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,107,358 | DepreciationAmt |
| Book Value | $31,633,532 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,982,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,004,975 | DepreciationAmt |
| Book Value | $4,977,520 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $163,163,641 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,184,695 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PIMCO Stockplus Limited Partner | $13,647,512 | F |
| AT MLP Fund, LLC | $7,721,226 | F |
| Rimrock High Income Plus Fund LTD | $7,135,252 | F |
| Silchester International | $15,148,259 | F |
| Fir Tree International Value Fund | $630,894 | F |
| Lighthouse Global | $7,222,911 | F |
| Discovery Global Macro LTD Series 1 | $268,653 | F |
| Energy Capital | $206,312 | F |
| Wellington Trust Company | $2,861,650 | F |
| Renaissance RIDGE | $7,457,320 | F |
| IPM Systematic Macro Fund | $2,531,905 | F |
| Hudson Bay International | $4,652,862 | F |
| Emso Saguaro LTD | $5,634,518 | F |
| Transtrend Diversified Fund | $2,641,524 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $80,945,493 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Intercompany Receivables | $110,564,238 |
| Film and Video Costs, net | $201,445 |
| CSV Life Insurance | $256,599 |
| Collections | $793,414 |
| Split Interest Agreements | $1,373,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $113,189,564 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligation | $323,569 |
| Intercompany Payables | $73,025,269 |
| Capitalized Finance Costs | -$681,050 |
| Long Term-Cerner Credit Agreement | $980,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $73,648,750 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Hazelden Betty Ford Foundation maintains a collection of historically significant books and archives on recovery and addiction which can be used for research as well as being on public display. |
| Part V, Line 4: | Earnings from the endowment funds are used for the purposes as specified by donor restrictions, including patient aid, operations, research, student aid, prevention programs and special projects. |
| Part X, Line 2: | In accounting for uncertain tax positions, the Foundation recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merit of the position. Examples of tax positions include the tax-exempt status of the Foundation and various tax positions related to potential sources of unrelated business taxable income. The Foundation had no uncertain tax positions as of December 31, 2018 and 2017. |
| Part V, line 1a | The current year beginning of year balance was updated to correct the endowment balance due to the merger with Betty Ford Center in 2014. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $11,598 |
| East Asia and the Pacific | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $19,607 |
| Europe | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $18,687 |
| Middle East and North Africa | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $1,328 |
| North America | 0 | 1 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $3,253 |
| South America | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $11,808 |
| South Asia | 0 | 0 | Program Services | Education and preventive instruction is provided to high school students, parents and educators. | $6,116 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. Education and preventive instruction is provided to high school students, parents and educators. | $5,004 |
| Russia and Neighboring States | 0 | 0 | Program Services | Hazelden Publishing sells and distributes books and related items. | $22 |
| Central America and Caribbean | 0 | 0 | Investments | $22,442,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $77,401 | SubtotalSpentAmt |
| Continuation Spent | $22,442,500 | ContinuationSpentAmt |
| Total Spent | $22,519,901 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Recovery Cup - Golf & Tennis Event | Event1Nm |
| Gross Receipts Event1 | $129,498 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $102,523 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,975 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,158 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,233 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $29,916 | OtherDirectExpensesEvent1Amt |
| Event2 | Kelly Clark Spirit Awards | Event2Nm |
| Gross Receipts Event2 | $84,547 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $80,865 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,682 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,734 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $10,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,207 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $214,045 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $183,388 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,657 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,892 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $24,233 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,123 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $92,248 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$61,591 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | 0 | FPGReferenceFreeCareInd |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,749,869 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,749,869 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02570 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,749,869 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,749,869 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02570 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,476,122 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,591,316 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,884,806 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01560 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,025,236 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,025,236 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00550 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $703,030 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $154,478 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $548,552 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,204,388 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,745,794 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,458,594 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02410 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,954,257 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,745,794 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,208,463 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04980 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $5,472,082 | BadDebtExpenseAmt |
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Ford Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39000 Bob Hope Drive | AddressLine1Txt |
| City | Rancho Mirage | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | see supplemental info for website | WebsiteAddressTxt |
| State License | 106330120 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Ford Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V - Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V - Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section A: | https://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage |
| Betty Ford Center | Part V, Section B, Line 5: In June of 2018, the organization consulted with over six stakeholders, staff, physicians and other members of management. |
| Betty Ford Center | Part V, Section B, Line 7d: http://www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage |
| Betty Ford Center | Part V, Section B, Line 11: Since Betty Ford Center provides substance use treatment and provision of mental health services and is not a general hospital providing primary care or preventative care, the health needs identified through this CHNA are more focused on behavioral health than in most hospitals' CHNAs.This is not to suggest that other health needs in the community do not exist; especially prevalent issues include the following: disability, major disease, obesity, prevention of sexually transmitted diseases/infection and sleep deprivation.As a drug and alcohol rehabilitation facility, Betty Ford Center's mission and purpose is focused around substance abuse treatment, not general physical health. Thus, there is a relative lack of expertise to address needs like arthritis, obesity, and STDs. Other organizations in the region-such as the three hospitals in the community, the federally-qualified health centers (FQHCs), etc.-are much better suited to tackle these issues, and many have strong existing programs designed to address these needs.Instead, Betty Ford Center will focus considerable resources and expertise on the local needs relating to behavioral health; specifically:access to care for low-income and or/uninsured, mental health care and substance abuse treatment.The identified need of access to care will be met through three strategies:-Financial assistance for the uninsured, under-insured, and/or low-income community-Contribute to local efforts to "grow our own" behavioral health workforce locally, thereby increasing the number of providers available -Make Betty Ford Center more physically accessible to people with mobility issues.The identified need of mental health care will be met through four strategies:-Provide Betty Ford Center patients with a multi-disciplinary treatment team that is competent with both substance use and mental health treatment-Hire new staff that will enhance Betty Ford Center's mental health competencies-Contribute to local efforts to "grow our own" behavioral health workforce locally, thereby increasing the number of providers available-Provide education and outreach efforts to the community about the relationship between substance use and mental health.The identified need of substance use treatment will be met through two strategies:-Provide education and outreach regarding substance use-Use the expertise and specialized knowledge at the Betty Ford Center to train professionals in substance use treatment.Dut to the timing of the completion of the current process, the organization has not conducted any current year activites to address these needs. However, during the current year they undertook the following activities with respect to the prior CHNA:-Betty Ford Center opened an outpatient clinic in San Diego in 2016 in order to serve more patients. In 2018, nearly 70% more patients received service compared to 2017.-Collaborated with schools and school districts in the service area to reach more students. Staff of the Children's Program participated in the Red Ribbon Campaign at numerous schools in California.-Early prevention education and recovery awareness events were held in communities and schools, along with training sessions for school administrators, principlas, counselors andteachers to provide information, resources and tools regarding the family disease of addiction. The training session, called Tools for the Journey, is also open to therapists, counselors, non-profits and other organizations that work with children. |
| Betty Ford Center | Part V, Section B, Line 13h: Factors other than the Federal Poverty Guidelines that are used by Hazelden Betty Ford Foundation for determining eligibilty for financial assistance include proof of household income, evaluation of assets, number of dependents living in the household, debt associated with major assets to determine net worth, major monthly debt payments to calculate debt to income ratio, and trust documents, if any. |
| Betty Ford Center | Part V, Section B, Line 16j: www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage |
| Part V, Section B, Line 22b | The maximum amount that can be charged for FAP-eligible individuals for medically necessary care was calculated using the look-back method with private health insurers only as Hazelden Betty Ford Foundation does not receive Medicare or Medicaid funding. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 13 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Hazelden Betty Ford in Center City | ||||
| 15251 Pleasant Valley Road | Center City | MN | 55012 | Inpatient addiction treatment center for adults |
| 2 - Hazelden Betty Ford in Plymouth | ||||
| 11505 36th Avenue North | Plymouth | MN | 55441 | Inpatient/outpatient addiction treatment center for adolescents/young adults |
| 3 - Hazelden Betty Ford in Newberg | ||||
| 1901 Esther Street | Newberg | OR | 97132 | Inpatient addiction treatment center for adults |
| 4 - Hazelden Betty Ford in St Paul | ||||
| 680 Stewart Avenue | St Paul | MN | 55102 | Outpatient addiction treatment center for adults & recovery housing |
| 5 - Hazelden Betty Ford in Naples | ||||
| 950 6th Ave N Suite 101 | Naples | FL | 34102 | In/outpatient addiction treatment center for adults & recovery housing |
| 6 - Hazelden Chicago | ||||
| 867 North Dearborn Street | Chicago | IL | 60610 | Outpatient addiction treatment center for adults, adolescents & young adults |
| 7 - Hazelden Betty Ford in Maple Grove | ||||
| 7001 E Fish Lake Road Suite 120 | Maple Grove | MN | 55311 | Outpatient addiction treatment center for adults |
| 8 - Hazelden New York in Chelsea | ||||
| 322 8th Ave Fl 1200 | New York | NY | 10001 | Outpatient addiction treatment center for adults |
| 9 - Hazelden Betty Ford in Chaska | ||||
| 1107 Hazeltine Blvd Ste 300 | Chaska | MN | 55318 | Outpatient addiction treatment center for adults, adolescents & young adults |
| 10 - Hazelden New York at Tribeca Twelve | ||||
| 283 West Broadway | New York | NY | 10013 | Outpatient addiction treatment center for adults & recovery housing |
| 11 - Betty Ford Center in Los Angeles | ||||
| 10700 Santa Monica Blvd Suite 310 | Los Angeles | CA | 90025 | Outpatient addiction treatment center for adults |
| 12 - Hazelden Betty Ford in Beaverton | ||||
| 6600 SW 105th Ave Suite 120 | Beaverton | OR | 97008 | Outpatient addiction treatment center for adults |
| 13 - Betty Ford Center in San Diego | ||||
| 11720 El Camino Real Suite 200 | San Diego | CA | 92130 | Outpatient addiction treatment center for adults |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Factors other than the Federal Poverty Guidelines that are used by Hazelden Betty Ford Foundation for determining eligibilty for financial assistance include proof of household income, evaluation of assets, number of dependents living in the household, debt associated with major assets to determine net worth, major monthly debt payments to calculate debt to income ratio, and trust documents, if any. |
| Part V, Section B, Line 10a | www.hazeldenbettyford.org/locations/betty-ford-center-rancho-mirage |
| Part III, Line 2: | The bad debt expense is calculated as 75% of the accounts receivable over 90 days. |
| Part III, Line 4: | The Foundation determines the transaction price based on standard charges for goods and services provided, reduced by contractual adjustments provided to third party payers and discounts and/or implicit price concessions provided to patients in accordance with the Foundation's policy. Generally, patients who are covered by third-party payers are responsible for related deductibles and co-insurance, which vary in amount. The Foundation also provides services to uninsured patients, and generally offers those uninsured patients a discount from standard charges. The Foundation estimates the transaction price for patients with deductibles and co-insurance and from those who are uninsured based on historical experience and current market conditions. The Foundation determines its estimated contractual adjustments and discounts based on contractual agreements. Subsequent changes to the Foundation's estimate of the transaction price are recorded as adjustments to patient service revenue in the period of change. Subsequent changes that are determined to be the result of credit and collection issues not assessed at the date of service are recognized as bad debt expense. |
| Part III, Line 9b: | The Betty Ford Center will not engage in extraordinary collection actions before it makes a reasonable effort to determine whether a patient is eligible for financial assistance under the financial aid policy. Actions that may be taken against a patient for nonpayment include utilizing a collection agency for debts older than 120 days. If a collection agency identifies a patient as meeting the Betty Ford Center's financial assistance eligibility criteria, the patient's account may be considered for patient aid. Collection activity will be suspended on these accounts and the Betty Ford Center will review the financial assistance application. If the entire account is adjusted, the account will be returned to the Betty Ford Center. If a partial adjustment occurs, the patient fails to cooperate with the financial assistance process, or if the patient is not eligible for patient aid, collection activity will resume. |
| Part VI, Line 2: | A community health needs assessment was completed for Betty Ford Center in 2018 which allows the organization to understand the needs of the community. |
| Part VI, Line 3: | Hazelden Betty Ford Foundation includes notices regarding the availablity of patient aid on its website, and in marketing and program-related materials, and in locations where there is a high volume of admission and or registration related activity. |
| Part VI, Line 4: | Betty Ford Center's "community" is defined as the Coachella Valley, where the Betty Ford Center is located. The Coachella Valley is a unique community, geographically isolated by mountain ranges so that it almost functions as an island. Approximately 414,000 people live in this part of Eastern Riverside County in Inland Southern California.The Coachella Valley as the community was determined by the senior leadership of the Betty Ford Center. It includes all residents in a defined geographic area surrounding the hospital and does not exclude low-income or underserved populations. The decision was based on geography and patient origin; approximately 19% of patients in 2017 live in the Coachella Valley (more than 400 patients). Specifically, the three most common hometowns of patients include Rancho Mirage (122 patients), Palm Desert (78 patients), and Indio (60 patients), all of which are within the Coachella Valley.About a quarter of residents (24.4%) are minors and another third (31.4%) can be considered seniors (ages 55 and older). In fact, 5.3% of the Coachella Valley is age 80 and over (more than 21,500 people).The percent of adults that are seniors is significantly higher in the Coachella Valley than in California as a whole. Specifically, 32% of California adults are age 55 and older, while in the Coachella Valley, approximately 42% of adults are age 55 and older.Approximately 11.9% of Coachella Valley adults identify as lesbian, gay, bisexual, or other sexual orientation. This is significantly higher than the rate in the state of California as a whole, where only 6.7% identify as lesbian, gay, bisexual or other sexual orientation. Thus, Betty Ford Center must have strong competencies in LGBT-specific care and be able to provide culturally competent care to this population.The majority of the Coachella Valley speaks either English (54.4%) or Spanish (41.0%) at home, and thus, Betty Ford Center must provide culturally competent care in Spanish if they are to truly meet the needs of their population. Less than 5% of the population speaks a language other than English or Spanish, and thus, those languages are less necessary to meeting the needs of this community.Local children are more likely to be Hispanic than local adults. This illustrates the unique nature of the Coachella Valley, which includes many white retirees who relocated to the area as well as local Hispanic families with children.About 38.9% of local adults (ages 18+) have a high school degree or less. This indicates that more than 60,000 local adults lack a high school degree. Thus, Betty Ford Center must be sure to provide materials to individuals with low literacy levels in order to serve this segment of the population. About a quarter of locals live in a household with an annual income under $20,000.Poverty was calculated using the number of people living in the home and the household income level. More than a quarter of local adults live below the federal poverty level (FPL), as do more than a third of local children.Thus, Betty Ford Center must continue to offer significant financial aid if they are to meet the needs of this substantial low-income community.Financial aid is especially important for uninsured adults, who are unable to bill their insurance for services. Approximately 13.9% of working age adults in the Coachella Valley remain uninsured. Virtually all seniors have health insurance due to Medicare. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships for Graduate School of Addiction Studies | 139 | $380,956 |
| Scholarships for Professionals in Residence Training (PIR) | 81 | $101,320 |
| Scholarships for Summer Institute for Medical Students (SIMS) | 183 | $542,960 |
| Educational assistance for local high school students | 6 | $5,200 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Hazelden Betty Ford Foundation provides the assistance as part of its program services activity. All scholarships are provided to individuals and monitored through the Graduate School of Addiction Studies, the Professionals in Residence and Medical Education training programs and the Community Relations department to ensure the monies are used for the purpose intended. The tuition paid for those programs and the funds given to assist with the tuition is tracked by each individual. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mark Mishek | ||||||||||||||
| President and CEO | $648,427 | $0 | $101,631 | $0 | $4,942 | $0 | $73,487 | $0 | $25,602 | $0 | $854,089 | $0 | $0 | $0 |
| James Blaha | ||||||||||||||
| Treasurer, VP CFO and CAO | $341,386 | $0 | $45,825 | $0 | $2,259 | $0 | $35,000 | $0 | $26,369 | $0 | $450,839 | $0 | $0 | $0 |
| Jennifer Lohse | ||||||||||||||
| Secretary, VP General Counsel | $210,801 | $0 | $29,515 | $0 | $189 | $0 | $15,354 | $0 | $36,712 | $0 | $292,571 | $0 | $0 | $0 |
| Dr Marvin Seppala | ||||||||||||||
| Chief Medical Officer | $480,621 | $0 | $63,316 | $0 | $21,198 | $0 | $35,000 | $0 | $25,586 | $0 | $625,721 | $0 | $0 | $0 |
| Nicholas Motu | ||||||||||||||
| VP & Chief External Affairs | $285,857 | $0 | $41,470 | $0 | $1,868 | $0 | $21,845 | $0 | $34,041 | $0 | $385,081 | $0 | $0 | $0 |
| Valerie Slaymaker | ||||||||||||||
| VP Education and Research | $217,426 | $0 | $31,582 | $0 | $477 | $0 | $20,356 | $0 | $24,846 | $0 | $294,687 | $0 | $0 | $0 |
| Debra Bauman | ||||||||||||||
| VP Tech Services & CIO | $219,228 | $0 | $27,609 | $0 | $1,448 | $0 | $14,984 | $0 | $16,153 | $0 | $279,422 | $0 | $0 | $0 |
| Melissa Fors | ||||||||||||||
| VP Marketing Strategy | $259,175 | $0 | $27,364 | $0 | $379 | $0 | $16,500 | $0 | $13,101 | $0 | $316,519 | $0 | $0 | $0 |
| Dawne Carlson | ||||||||||||||
| VP Human Resources | $213,726 | $0 | $30,101 | $0 | $901 | $0 | $15,245 | $0 | $24,041 | $0 | $284,014 | $0 | $0 | $0 |
| John Driscoll | ||||||||||||||
| Sr. VP Recovery Services | $320,545 | $0 | $45,294 | $0 | $476 | $0 | $33,977 | $0 | $31,867 | $0 | $432,159 | $0 | $0 | $0 |
| Robert Poznanovich | ||||||||||||||
| VP Business Development | $285,920 | $0 | $32,233 | $0 | $1,819 | $0 | $28,217 | $0 | $14,175 | $0 | $362,364 | $0 | $0 | $0 |
| Joseph Jaksha | ||||||||||||||
| VP Publisher | $208,372 | $0 | $29,869 | $0 | $464 | $0 | $14,880 | $0 | $29,518 | $0 | $283,103 | $0 | $0 | $0 |
| Moira McGinley | ||||||||||||||
| VP Development and CDO | $115,886 | $0 | $15,000 | $0 | $25,359 | $0 | $508 | $0 | $5,892 | $0 | $162,645 | $0 | $0 | $0 |
| Dr Joseph Lee | ||||||||||||||
| Medical Director Youth Continuum | $351,244 | $0 | $0 | $0 | $345 | $0 | $31,673 | $0 | $8,459 | $0 | $391,721 | $0 | $0 | $0 |
| Dr Marc Myer | ||||||||||||||
| Medical Director | $260,295 | $0 | $0 | $0 | $13,937 | $0 | $15,247 | $0 | $19,504 | $0 | $308,983 | $0 | $0 | $0 |
| Dr Lisa Vollmer | ||||||||||||||
| Staff Physician | $255,140 | $0 | $15,000 | $0 | $372 | $0 | $8,481 | $0 | $25,121 | $0 | $304,114 | $0 | $0 | $0 |
| Dr Katarzyna Litak | ||||||||||||||
| Psychiatrist | $275,424 | $0 | $0 | $0 | $648 | $0 | $16,500 | $0 | $23,107 | $0 | $315,679 | $0 | $0 | $0 |
| Jerry Moe | ||||||||||||||
| Exec. Dir. Nat'l Children's Program | $269,992 | $0 | $20,975 | $0 | $1,733 | $0 | $16,500 | $0 | $21,597 | $0 | $330,797 | $0 | $0 | $0 |
| William Moyers former key employee | ||||||||||||||
| VP Public Affairs & Comm Relations | $225,952 | $0 | $18,540 | $0 | $934 | $0 | $19,252 | $0 | $30,970 | $0 | $295,648 | $0 | $0 | $0 |
| Mark Sheets Former key | ||||||||||||||
| employee, Exec. Dir. Youth Continuum | $197,826 | $0 | $24,943 | $0 | $1,237 | $0 | $18,876 | $0 | $32,230 | $0 | $275,112 | $0 | $0 | $0 |
| James Steinhagen | ||||||||||||||
| Former key employee | $0 | $0 | $0 | $0 | $129,756 | $0 | $0 | $0 | $0 | $0 | $129,756 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Lines 4a-b | FormAndLineReferenceDesc |
| Explanation | James Steinhagen, former VP Recovery Services West Coast, received a severance payment in the amount of $129,756. Mark Mishek, President and CEO, participated in a nonqualified retirement plan in the amount of $38,487. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| City of Center City MN | ||||||||
| A | 416005039 | 151452AT6 | 2011-11-14 | $20,095,000 | Expansion and renovation of Plymouth facility | 0 | 0 | 0 |
| City of Center City MN | ||||||||
| B | 416005039 | 151452BM0 | 2014-07-23 | $41,439,310 | Expansion and improvements at St. Paul and Center City locations | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,120,000 | $20,210,373 | $370,556 | $19,839,817 | 2013 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $2,460,000 | $41,441,547 | $434,310 | $18,702,237 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | $22,305,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Credit Agricole | |||||||||||
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | Corp and Investment | Yes (1) | 0 | Yes (1) |
| (no name) | |||||||||||
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K Supplental Information | Bond A - Interest income of $115,373 is included in Part II, Line 3 Bond B - Interest income of $2,237 is included in Part II, Line 3 |
| Schedule K, Part IV, Line 5C, Column A | The guaranteed investment contract (GIC) expired in 2012 after the proceeds were spent. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Recovery Partners PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | 100% owned by a key employee of Hazelden Betty Ford Foundation | RelationshipDescriptionTxt |
| Transaction | $2,764,350 | TransactionAmt |
| Transaction | Reimbursable professional fees | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,779 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Gross selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Column B is reported based on the number of contributions received. |
| Part I, Line 32b: | Hazelden Betty Ford Foundation maintains a cash securities account with a brokerage firm for the sale of stocks and/or other securities received as charitable contributions. The stocks/securities are sent to the brokerage firm and are sold at fair market value with the gross proceeds deposited into Hazelden Betty Ford Foundation's cash account. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Executive committee of the Board of Trustees has the authority to act on behalf of the Board between the Board's regular meetings, subject to the limitations of power listed below. The Executive committee consists of the Chair of the Board, the immediate past Chair, if still a member of the Board, Vice Chairs of the Board, President (ex-officio non-voting), Secretary, Treasurer, and the Chair of each standing committee. Limitations of Powers: The Executive committee does not have the power to elect a trustee, to alter fundamental policies approved by the Board, to make appropriations which are not in accordance with the general policies approved by the Board, to modify, revoke or renew any contract previously entered into by the Board or to change the person or persons specifically designated by the Board to enter into or execute on behalf of the organization a particular contract, obligation, agreement or writing authorized by action of the Board of Trustees. |
| Form 990, Part VI, Section B, line 11b | Hazelden Betty Ford Foundation sent its Form 990, with Schedule B suppressed, via email to Board members for review and questions prior to filing. It was also reviewed by the CFO prior to filing. |
| Form 990, Part VI, Section B, line 12c | Hazelden Betty Ford Foundation requires an annual disclosure of any potential conflict of interest by Board Members, officers and key employees. If a Board Member discloses a potential conflict, that person then excuses him or herself from voting on that particular issue. All new Board Members are provided conflict of interest education and periodic training throughout their term. All Board Members sign an annual conflict of interest disclosure form. |
| Form 990, Part VI, Section B, line 15 | Hazelden Betty Ford Foundation has an established process for determining the compensation of the President and CEO, other officers and key employees. The Hazelden Betty Ford Foundation by-laws delegate responsibility for determining compensation for the President and CEO, other officers and key employees to the Executive Committee of the Board of Trustees. The Executive Committee develops, reviews, and modifies, as necessary, the compensation philosophy for Hazelden Betty Ford Foundation. Hazelden Betty Ford Foundation has the following processes in place: 1. Each year the Board Members complete a conflict of interest disclosure. The documents are reviewed by Hazelden Betty Ford Foundation's General Counsel and if a Board Member has a conflict of interest they are not involved in any compensation decisions. 2. The Executive Committee engages the use of an outside independent compensation consultant to identify comparable market data for comparable positions for the President and CEO and other disqualified individuals consistent with the approved compensation philosophy. Generally, the market analysis includes competitive data from published survey sources, supplemented with compensation data from custom 990 analyses. Where possible, competitive data are pulled from similarly sized organizations. The compensation consultant analyzes the pay packages of the President and CEO and other disqualified individuals by reviewing base salary, total cash compensation (salary plus annual incentive at both target and actual levels) and total direct compensation (salary plus annual and long-term incentive). In addition, every two to three years the Executive Committee reviews the total compensation package of the President and CEO and other disqualified individuals. The total compensation package includes total direct compensation plus severance, employee benefits, perquisites and any other pay. 3. Comparable market data are reviewed and discussed by the Executive Committee and minutes record those discussions and any resulting compensation decisions. A compensation review for the President and CEO was most recently done in March 2018. The compensation review for other officers and key employees was completed in August 2017. |
| Form 990, Part VI, Section C, line 19 | Hazelden Betty Ford Foundation makes its annual report available to the public via its website at www.hazeldenbettyford.org. The governing documents and conflict of interest policy are not available for public inspection. |
| FORM 990, Part VI, Section A, Line 1: | The Executive committee of the Board of Trustees has the authority to act on behalf of the Board between the Board's regular meetings, subject to the limitations of power listed below. The Executive committee consists of the Chair of the Board, the immediate past Chair, if still a member of the Board, Vice Chairs of the Board, President (ex-officio non-voting), Secretary, Treasurer, and the Chair of each standing committee. Limitations of Powers: The Executive committee does not have the power to elect a trustee, to alter fundamental policies approved by the Board, to make appropriations which are not in accordance with the general policies approved by the Board, to modify, revoke or renew any contract previously entered into by the Board or to change the person or persons specifically designated by the Board to enter into or execute on behalf of the organization a particular contract, obligation, agreement or writing authorized by action of the Board of Trustees. |
| Form 990, Part XI, line 9: | Net assets released - intercompany transactions -34,886. Rounding 760. Present valuation adjustment of pledge write-off -2,566,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Hazelden Chicago | ||||||||||
| PO Box 11 | Center City | MN | 55012 | 364099403 | Addiction recovery services, including outpatient, sober residence | IL | 501 (c)3 | 3 | Hazelden Betty Ford Foundation | Yes (1) |
| Hazelden New York | ||||||||||
| PO Box 11 | Center City | MN | 55012 | 133673215 | Addiction recovery services, including outpatient, continuing care | NY | 501 (c)3 | 10 | Hazelden Betty Ford Foundation | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable Remainder Trust | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Hazelden Chicago | ||
| Q | $1,041,357 | Fair market value |
| Hazelden New York | ||
| Q | $1,365,748 | Fair market value |
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