MINNEAPOLIS HEART INSTITUTE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MINNEAPOLIS HEART INSTITUTE FOUNDATION (EIN 41-1426406)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202512819349301321
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-08T11:14:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411426406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNEAPOLIS HEART INSTITUTE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 6128633833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 28TH STREET 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES ZAUGG | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6128633833 | PhoneNum |
| Signature | 2025-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN NEIL | PreparerPersonNm |
| PTIN | P01817922 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2025-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLES ZAUGG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 28TH STREET 100 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554071191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,695,433 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MPLSHEART.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE CARDIOVASCULAR HEALTH OF INDIVIDUALS AND COMMUNITIES THROUGH RESEARCH & EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 1762 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,376,505 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,210,682 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,033,714 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,588,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,334,828 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,355,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$408,580 | PYOtherRevenueAmt |
| CY Other Revenue | -$512,559 | CYOtherRevenueAmt |
| PY Total Revenue | $14,336,467 | PYTotalRevenueAmt |
| CY Total Revenue | $23,641,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $95,308 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,294,745 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,179,969 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,032,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,455,397 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,274,878 | PYOtherExpensesAmt |
| CY Other Expenses | $6,137,086 | CYOtherExpensesAmt |
| PY Total Expenses | $16,550,155 | PYTotalExpensesAmt |
| CY Total Expenses | $19,464,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,213,688 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,177,477 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,731,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,457,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,396,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,608,958 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,335,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,848,221 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MINNEAPOLIS HEART INSTITUTE FOUNDATION IS TO IMPROVE THE CARDIOVASCULAR HEALTH OF INDIVIDUALS AND COMMUNITIES THROUGH INNOVATIVE RESEARCH AND EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,388,264 | ExpenseAmt |
| Grant | $1,294,745 | GrantAmt |
| Revenue | $6,398,984 | RevenueAmt |
| Desc | 2024 MHIF RESEARCH ACCOMPLISHMENTSI.MHIF REACHED AN IMPORTANT RESEARCH MILESTONE WITH U.S. FDA APPROVAL OF THE TRICLIP (ABBOTT), A NON-SURGICAL, TRANSCATHETER EDGE-TO-EDGE REPAIR SYSTEM. MHIF WAS THE TOP ENROLLER - ENROLLING THE FIRST AND LARGEST NUMBER OF PATIENTS OF ALL 68 CLINICAL SITES PARTICIPATING IN THE TRILUMINATE PIVOTAL TRIAL IN THE U.S., CANADA AND EUROPE, LED BY PAUL SORAJJA, MD, THE ROGER L. AND LYNN C. HEADRICK FAMILY CHAIR OF THE MHIF VALVE SCIENCE CENTER AND GLOBAL PRINCIPAL INVESTIGATOR FOR THE PIVOTAL TRIAL. THE MHIF IMAGING CORE LAB, LED BY JOAO CAVALCANTE, MD, DIRECTOR OF THE MHIF CARDIOVASCULAR IMAGING RESEARCH CENTER, PROVIDED ADVANCED CARDIAC IMAGING ANALYSIS FOR THE PIVOTAL TRIAL. II.MHIF INITIATED FIRST ENROLLMENTS IN THE PRECISE PROCEDURAL AND PCI PLAN (P4) RESEARCH TRIAL EVALUATING THE POTENTIAL FOR ADVANCED CARDIOVASCULAR IMAGING TO ENHANCE PATIENT CARE. PATIENTS RECEIVE CT IMAGING WITH STATE-OF-THE-ART 3D MODELING PROVIDED BY THE TRIAL AS PART OF PRE-PROCEDURE PLANNING TO GUIDE THE PCI USED TO OPEN A BLOCKAGE IN THE HEART. THE P4 RESEARCH TRIAL IS A GLOBAL, MULTICENTER, RANDOMIZED TRIAL SPONSORED BY COREAALST BV TO COMPARE NOVEL CORONARY CT-GUIDED PCI AND STANDARD IVUS-GUIDED PCI. THE FIRST U.S. PROCEDURE FOR THE P4 TRIAL WAS PERFORMED BY DRS. YADER SANDOVAL & EMMANOUIL BRILAKIS, IN COLLABORATION WITH DRS. JOHN LESSER AND JOAO CAVALCANTE, ALL STUDY INVESTIGATORS AT MHIF. III.MHIF EXPERTISE BRINGS LEADERSHIP OPPORTUNITIES ACROSS RESEARCH, INCLUDING FIRST-IN-WORLD OPPORTUNITIES WITH NEW TECHNOLOGIES: MHIF PRINCIPAL INVESTIGATOR DR. JOHN ZAKAIB WAS AMONG THE FIRST TO ENROLL PATIENTS AND REMAINS THE TOP ENROLLER IN THE LEADR CLINICAL STUDY EVALUATING NOVEL CONDUCTION SYSTEM PACING WITH INVESTIGATIONAL OMNIASECURE DEFIBRILLATION LEAD (MEDTRONIC). MHIF TEAM WITH DRS. PAUL SORAJJA, VINAYAK BAPAT AND NADIRA HAMID ENROLLED THE FIRST PATIENT IN THE U.S. VISTA EARLY FEASIBILITY STUDY FOR A NEW TRANSCATHETER TRICUSPID VALVE TECHNOLOGY (VDYNE). MHIF PRINCIPAL INVESTIGATOR DR. JAY TRAVERSE ENROLLED THE FIRST PATIENT IN THE SUPER-SATURATED OXYGEN COMPREHENSIVE OBSERVATIONAL REGISTRY TO PROVIDE EFFICACY EVIDENCE FOR SSO2 THERAPY (ZOLL) TO REDUCE HEART FAILURE AND MORTALITY AFTER LEFT ANTERIOR DESCENDING ST-ELEVATION MYOCARDIAL INFARCTION (LAD STEMI) HEART ATTACKS. IV.MHIF WAS RECOGNIZED AS ONE OF THE 2024 CRF SCIENTIFIC EXCELLENCE TOP 10 (SET-10) FOR OUTSTANDING RESEARCH AND GROUNDBREAKING CONTRIBUTIONS TO INTERVENTIONAL CARDIOVASCULAR MEDICINE, PRESENTED AT TCT 2024. THIS PRESTIGIOUS RECOGNITION REFLECTS THE RELENTLESS DEDICATION, INNOVATION, AND HARD WORK OF MHIF PHYSICIANS AND SCIENTISTS, WHOSE RESEARCH EXEMPLIFIES THE SIGNIFICANT ADVANCEMENTS THEY ARE DRIVING IN THE FIELD OF CARDIOVASCULAR MEDICINE.V.2024 STATS:- 350+ NEW PATIENTS ENROLLED IN RESEARCH; 220+ ACTIVE STUDIES WITH 2200+ PATIENTS AT ANY GIVEN TIME- 3,000+ VISITS WITH PATIENTS WHO HAVE HOPE AND OPTIONS THROUGH RESEARCH - 270 PUBLICATIONS IN LEADING, PEER-REVIEWED JOURNALS (A COMPLETE LISTING OF MHIF PUBLICATIONS IN 2024 IS AVAILABLE AT MPLSHEART.ORG/2024PUBLICATIONS - 90+ POSTERS AND ABSTRACTS ACCEPTED TO NATIONAL AND INTERNATIONAL CONFERENCES - 245 PODIUM PRESENTATIONS AND INVITED TALKS - 15 MEDIA PRESENTATIONS - 90,000+ DOWNLOADS FROM PHYSICIANS AROUND THE WORLD FOR THE SUITE OF MHIF DIGITAL APPLICATIONS AVAILABLE SHARING EXPERTISE AND CLINICAL INSIGHTS IN HEART VALVE AND CORONARY ARTERY DISEASE - 8 MHIF INTERNATIONAL SCHOLARS CONTRIBUTED TO ADVANCING RESEARCH; THESE SCHOLARS ARE PRACTICING MEDICAL DOCTORS FROM AROUND THE WORLD WHO COME TO MHIF TO PARTICIPATE IN RESEARCH IN PARTNERSHIP WITH LEADING MHIF RESEARCH PHYSICIANS - 11,000+ HOURS OF PROFESSIONAL AND COMMUNITY EDUCATION EACH YEAR REACHING 4,000+ ATTENDEES - 5,500+ MEMBERS OF THE COMMUNITY CELEBRATED THE IMPACT OF LIFESAVING RESEARCH AT MHIF'S HEART360 CONCERT FOR WORLD-CLASS HEART RESEARCH WITH BRAD PAISLEY AT THE ARMORY IN MINNEAPOLIS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $695,142 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $189,304 | RevenueAmt |
| Desc | 2024 MHIF EDUCATION HIGHLIGHTSEQUAL TO OUR COMMITMENT TO RESEARCH IS OUR DEDICATION TO SHARING THE LEARNINGS FROM RESEARCH THROUGH EDUCATION, ALLOWING FOR LOCAL, NATIONAL AND INTERNATIONAL IMPACT AS WE CHALLENGE AND ADVANCE THE STANDARD OF CARE FOR ALL PATIENTS. MHIF PROUDLY SHARED THE DETAILS OF OUR RESEARCH THROUGH 600+ PUBLICATIONS, PRESENTATIONS AND ABSTRACTS AT NATIONAL AND INTERNATIONAL CONFERENCES. WE PUBLISHED 270 MANUSCRIPTS IN PEER-REVIEWED JOURNALS, SHARING LEARNINGS FROM WORLD-CLASS CARDIOVASCULAR RESEARCH. WE ALSO OFFERED VARIOUS PUBLIC AND PROFESSIONAL EVENTS (MANY OF WHICH WERE STILL VIRTUAL) TO INCREASE AWARENESS, UNDERSTANDING AND MANAGEMENT OF VARIOUS HEART CONDITIONS. MANY OF OUR EVENTS ATTRACTED PARTICIPANTS FROM AROUND THE WORLD.OUR CARDIOVASCULAR GRAND ROUNDS PROGRAM ENSURES ATTENDEES ARE WELL-VERSED IN THE LATEST RESEARCH OUTCOMES AND EVIDENCE-BASED GUIDELINES. THROUGH 32 SESSIONS FEATURING 46 SPEAKERS, MHIF PROVIDED PROFESSIONAL EDUCATION TO MORE THAN 3,200 HEALTH CARE PROFESSIONALS. THESE ACCREDITED EDUCATION ACTIVITIES PROVIDE PHYSICIANS AND OTHER HEALTH CARE PROVIDERS THE OPPORTUNITY TO REVIEW AND DISCUSS THE LATEST DEVELOPMENTS IN CARDIOVASCULAR CARE EVERY MONDAY MORNING DURING OUR GRAND ROUNDS SEASON (SEPTEMBER-MAY).IN 2024, MHIF HOSTED 10 INTERNS FROM AROUND THE COUNTRY WHO CONTRIBUTED TO 10 GROUNDBREAKING RESEARCH PROJECTS. THANKS TO THE GENEROUS SUPPORT FROM INDIVIDUAL DONORS, MHIF OFFERS AN EXCEPTIONAL CLINICAL RESEARCH INTERNSHIP PROGRAM TAILORED FOR UNDERGRADUATE STUDENTS ASPIRING TO A CAREER IN MEDICINE OR PURSUING A PRE-MED TRACK. THIS DISTINCTIVE LEARNING OPPORTUNITY INVOLVES MATCHING INTERNS WITH PHYSICIAN MENTORS WHO OVERSEE INVESTIGATOR-INITIATED RESEARCH PROJECTS. OTHER ASPECTS OF THE INTERNSHIP INCLUDE SHADOWING HOSPITAL ROTATIONS, ATTENDING INSIGHTFUL FIELD TRIPS, ENGAGING IN LUNCH-AND-LEARN SESSIONS WITH ALLINA HEALTH MINNEAPOLIS HEART INSTITUTE PHYSICIANS, PRESENTING THEIR RESEARCH FINDINGS AT AN OPEN-HOUSE, POSTER SESSION. NUMEROUS RESEARCH ENDEAVORS CULMINATE IN INTERNS POTENTIALLY CO-AUTHORING ARTICLES PUBLISHED IN RENOWNED SCIENTIFIC JOURNALS. ADDITIONALLY, SELECT INTERNS MAY HAVE THE CHANCE TO SHOWCASE THEIR WORK AT NATIONAL CARDIOVASCULAR CONFERENCES.SINCE THE INCEPTION OF THE INTERNSHIP PROGRAM, 244 CLINICAL RESEARCH INTERNS HAVE CONTRIBUTED TO 223 POSTERS AND PRESENTATIONS AT NATIONAL SCIENTIFIC SESSIONS, 219 PUBLICATIONS IN PEER-REVIEWED JOURNALS, AND 95% OF FORMER INTERNS ARE PRACTICING PHYSICIANS, IN MEDICAL SCHOOL OR IN A HEALTHCARE RELATED FIELD (59% ARE PRACTICING PHYSICIANS!). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,083,406 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | 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 | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES ZAUGG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128633833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 E 28TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS GUNDERSON | ||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY STEINLE | ||||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG GRAVES | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CARMEN VOLKART | ||||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORI MILBRANDT | ||||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BEN BACHE-WIIG MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSI BENNETT MD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CONLEY BROOKS JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON HAWKINS | ||||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HURRELL MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KATSIYIANNIS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM KING | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| GINNY KIRBY | ||||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| PATRICE KLOSS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MEYER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC NEWELL MD | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PETERSON MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RETU SAXENA MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHARKEY MD | ||||||||
| DIRECTOR | 12.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY TRAVERSE MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARIEL JOHNSON PHD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BOBBY STEFFEN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BREE WILLIAMSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES HOFFMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH HOWELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HARRIS MD | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIN BOWLDS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN BRADLEY | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CUMMINGS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MACK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON O'CONNOR | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM THORPE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOMINICA TALLARICO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH SCHWARTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTINE FORTMAN | ||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $460,662 | $0 | $163,657 | |||
| CHARLES ZAUGG | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $206,389 | $0 | $58,217 | |||
| ROSS GARBERICH | ||||||||
| VICE PRESIDENT - SCIENTIFIC SERVICES | 40.00 | $193,538 | $0 | $80,225 | Yes (X) | |||
| LISA TINDELL | ||||||||
| VICE PRESIDENT - RESEARCH | 40.00 | $203,501 | $0 | $57,782 | Yes (X) | |||
| JESSE HICKS | ||||||||
| VICE PRESIDENT-ADVANCEMENT | 40.00 | $237,718 | $0 | $76,351 | Yes (X) | |||
| KRISTIN LAMBRECHT | ||||||||
| PROGRAM DIRECTOR - CIRC | 40.00 | $164,541 | $0 | $44,845 | Yes (X) | |||
| BAVANA RANGAN | ||||||||
| PROGRAM DIRECTOR - CCAD | 40.00 | $183,887 | $0 | $30,504 | Yes (X) | |||
| LARISSA STANBERRY | ||||||||
| DIRECTOR OF DATA SCIENCE | 40.00 | $184,804 | $0 | $32,168 | Yes (X) | |||
| CINDY RESMAN | ||||||||
| VICE PRESIDENT - MARKETING & COMMUNICATIONS | 40.00 | $197,072 | $0 | $78,743 | Yes (X) | |||
| NANCY WILSON | ||||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | $165,227 | $0 | $55,377 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,197,339 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $677,869 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ATMOSPHERE COMMERCIAL INTERIORS | |||||
| 81 SOUTH 9TH STREET SUITE 450 | MINNEAPOLIS | MN | 55402 | OFFICE REMODELING | $270,246 |
| CLIFTONLARSONALLEN | |||||
| 220 SOUTH 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | AUDIT AND TAX SERVICES | $100,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,582 | FederatedCampaignsAmt |
| Fundraising | $615,869 | FundraisingAmt |
| All Other Contributions | $15,585,231 | AllOtherContributionsAmt |
| Noncash Contributions | $1,637,704 | NoncashContributionsAmt |
| Total Contributions | $16,210,682 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESEARCH STUDY REVENUE | 541900 | $5,423,076 | $5,423,076 |
| SERVICE INCOME | 541900 | $1,165,212 | $1,165,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,588,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,200,821 | TotalRevenueColumnAmt |
| Exclusion | $1,200,821 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,206,113 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,051,397 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,716 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,716 | TotalRevenueColumnAmt |
| Exclusion | $154,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $489,529 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $615,869 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,002,088 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$512,559 | TotalRevenueColumnAmt |
| Exclusion | -$512,559 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,641,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,588,288 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $842,978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,745 | TotalAmt |
| Program Services | $1,294,745 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494,367 | TotalAmt |
| Program Services | $459,180 | ProgramServicesAmt |
| Management And General | $718,282 | ManagementAndGeneralAmt |
| Fundraising | $316,905 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,567,439 | TotalAmt |
| Program Services | $6,130,979 | ProgramServicesAmt |
| Management And General | $1,339,671 | ManagementAndGeneralAmt |
| Fundraising | $1,096,789 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,025 | TotalAmt |
| Program Services | $375,330 | ProgramServicesAmt |
| Management And General | $83,752 | ManagementAndGeneralAmt |
| Fundraising | $70,943 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,540 | TotalAmt |
| Program Services | $512,632 | ProgramServicesAmt |
| Management And General | $121,642 | ManagementAndGeneralAmt |
| Fundraising | $98,266 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,269 | TotalAmt |
| Program Services | $490,673 | ProgramServicesAmt |
| Management And General | $120,657 | ManagementAndGeneralAmt |
| Fundraising | $96,939 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,474 | TotalAmt |
| Program Services | $43,057 | ProgramServicesAmt |
| Management And General | $34,882 | ManagementAndGeneralAmt |
| Fundraising | $7,535 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,093 | TotalAmt |
| Management And General | $70,093 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,902 | TotalAmt |
| Management And General | $88,902 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,434,580 | TotalAmt |
| Program Services | $1,929,530 | ProgramServicesAmt |
| Management And General | $435,499 | ManagementAndGeneralAmt |
| Fundraising | $69,551 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,053 | TotalAmt |
| Program Services | $2,122 | ProgramServicesAmt |
| Management And General | $7,670 | ManagementAndGeneralAmt |
| Fundraising | $267,261 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,663 | TotalAmt |
| Program Services | $146,820 | ProgramServicesAmt |
| Management And General | $10,190 | ManagementAndGeneralAmt |
| Fundraising | $120,653 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,015 | TotalAmt |
| Program Services | $46,168 | ProgramServicesAmt |
| Management And General | $443,167 | ManagementAndGeneralAmt |
| Fundraising | $3,680 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,099 | TotalAmt |
| Program Services | $762,973 | ProgramServicesAmt |
| Management And General | $147,414 | ManagementAndGeneralAmt |
| Fundraising | $104,712 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,407 | TotalAmt |
| Program Services | $365,975 | ProgramServicesAmt |
| Management And General | $116,359 | ManagementAndGeneralAmt |
| Fundraising | $93,073 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,970 | TotalAmt |
| Program Services | $262,043 | ProgramServicesAmt |
| Management And General | $34,937 | ManagementAndGeneralAmt |
| Fundraising | $31,990 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,739 | TotalAmt |
| Program Services | $95,287 | ProgramServicesAmt |
| Management And General | $58,452 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS AND BAD D | $230,794 | $101,681 | $61,966 | $67,147 |
| EMPLOYEE DUES AND MEMBE | $42,699 | $13,542 | $26,010 | $3,147 |
| EMPLOYEE SEMINAR FEES | $34,794 | $30,416 | $1,599 | $2,779 |
| EQUIPMENT/MAINTENANCE | $23,484 | $18,862 | $2,396 | $2,226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,320 | TotalAmt |
| Program Services | $1,391 | ProgramServicesAmt |
| Management And General | $2,128 | ManagementAndGeneralAmt |
| Fundraising | $1,801 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,464,471 | TotalAmt |
| Program Services | $13,083,406 | ProgramServicesAmt |
| Management And General | $3,925,668 | ManagementAndGeneralAmt |
| Fundraising | $2,455,397 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,101 | BOYAmt |
| EOY | $2,096,382 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,641,047 | BOYAmt |
| EOY | $15,631,155 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,284,600 | BOYAmt |
| EOY | $6,699,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,638 | BOYAmt |
| EOY | $3,036,917 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,669 | BOYAmt |
| EOY | $348,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,320,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,948,883 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,785,468 | BOYAmt |
| EOY | $2,371,612 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,764,995 | BOYAmt |
| EOY | $34,768,601 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,589 | BOYAmt |
| EOY | $1,949,709 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,142,390 | BOYAmt |
| EOY | $7,554,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,731,497 | BOYAmt |
| EOY | $74,457,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,214,429 | BOYAmt |
| EOY | $2,943,361 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,661 | BOYAmt |
| EOY | $90,760 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,094,356 | BOYAmt |
| EOY | $7,574,837 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,396,446 | BOYAmt |
| EOY | $10,608,958 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,695,578 | BOYAmt |
| EOY | $13,587,954 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,639,473 | BOYAmt |
| EOY | $50,260,267 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,335,051 | BOYAmt |
| EOY | $63,848,221 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,731,497 | BOYAmt |
| EOY | $74,457,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,177,477 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,335,693 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBOTT NORTHWESTERN HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,732,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,729,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,801,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,376,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,210,682 | CurrentTaxYearAmt |
| Total | $65,851,040 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,732,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,729,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,801,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,376,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,210,682 | CurrentTaxYearAmt |
| Total | $65,851,040 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,753,521 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,097,519 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $655,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $941,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $838,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,377,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,200,821 | CurrentTaxYearAmt |
| Total | $5,014,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,865,262 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,340,169 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,939,165 | BeginningYearBalanceAmt |
| Contributions | $185,717 | ContributionsAmt |
| Investment Earnings Or Losses | $3,075,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $981,807 | OtherExpendituresAmt |
| End Year Balance | $28,218,900 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,265,464 | BeginningYearBalanceAmt |
| Contributions | $182,792 | ContributionsAmt |
| Investment Earnings Or Losses | $2,393,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $903,007 | OtherExpendituresAmt |
| End Year Balance | $25,939,165 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,720,058 | BeginningYearBalanceAmt |
| Contributions | $4,811,688 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,433,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $833,217 | OtherExpendituresAmt |
| End Year Balance | $24,265,464 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,900,155 | BeginningYearBalanceAmt |
| Contributions | $21,827 | ContributionsAmt |
| Investment Earnings Or Losses | $2,568,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $770,085 | OtherExpendituresAmt |
| End Year Balance | $23,720,058 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,894,833 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,720,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $734,998 | OtherExpendituresAmt |
| End Year Balance | $21,900,155 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64961 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35039 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,500,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $890,475 | DepreciationAmt |
| Book Value | $1,609,657 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,820,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,058,408 | DepreciationAmt |
| Book Value | $761,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,371,612 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET, NET | $7,268,768 |
| PRINCIPAL 457 (F) | $286,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,554,949 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $7,574,837 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,574,837 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,888,739 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,335,693 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,335,693 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,553,046 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $88,902 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $88,902 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,641,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,375,569 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,375,569 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $88,902 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $88,902 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,464,471 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE USED FOR EDUCATION, CARDIOLOGY RESEARCH, CARDIAC SURGERY RESEARCH AND TO SUPPORT RESEARCH CHAIRS AND PHYSICIAN RESEARCH. |
| PART X, LINE 2: | THE FOUNDATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING IT IS CLASSIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) AND IS NOT A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(III) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM MINNESOTA INCOME TAXES UNDER MINNESOTA STATUTE CHAPTER 290.05. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ONLY ON ANY UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF SECTION 511 OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS FOR UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. THE FOUNDATION HAS NO UNCERTAIN INCOME TAX POSITIONS AND NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION UNDER THIS STANDARD. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HEART 360 | Event1Nm |
| Gross Receipts Event1 | $1,048,975 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $577,887 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $471,088 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $76,735 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $163,376 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $420,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $300,634 | OtherDirectExpensesEvent1Amt |
| Event2 | HOPE HEALTH AND HUMOR | Event2Nm |
| Gross Receipts Event2 | $44,922 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,078 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,844 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $32,540 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,400 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,501 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,904 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,597 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $403 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $1,105,398 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $615,869 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $489,529 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $81,735 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $196,319 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $420,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $304,034 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,002,088 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$512,559 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $10,000 | $0 | N/A | N/A | TABLE SPONSORSHIP AT GALA |
| GLOBAL HEARTCARE FOUNDATION | ||||||||||
| 8647 E ARTISAN PASS | SCOTTSDALE | AZ | 85266 | 922653485 | 501(C)(3) | $1,276,245 | $0 | N/A | N/A | TRANSFER OF DONOR FUNDS PER DONOR REQUEST. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTINE FORTMAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $394,164 | $0 | $66,240 | $0 | $258 | $0 | $163,657 | $0 | $0 | $0 | $624,319 | $0 | $66,240 | $0 |
| JESSE HICKS | ||||||||||||||
| VICE PRESIDENT-ADVANCEMENT | $216,828 | $0 | $20,800 | $0 | $90 | $0 | $76,351 | $0 | $0 | $0 | $314,069 | $0 | $20,800 | $0 |
| CINDY RESMAN | ||||||||||||||
| VICE PRESIDENT - MARKETING & COMMUNI | $185,034 | $0 | $11,900 | $0 | $138 | $0 | $43,069 | $0 | $35,674 | $0 | $275,815 | $0 | $11,900 | $0 |
| ROSS GARBERICH | ||||||||||||||
| VICE PRESIDENT - SCIENTIFIC SERVICES | $181,019 | $0 | $12,459 | $0 | $60 | $0 | $66,687 | $0 | $13,538 | $0 | $273,763 | $0 | $12,459 | $0 |
| CHARLES ZAUGG | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $192,914 | $0 | $13,217 | $0 | $258 | $0 | $45,219 | $0 | $12,998 | $0 | $264,606 | $0 | $13,217 | $0 |
| LISA TINDELL | ||||||||||||||
| VICE PRESIDENT - RESEARCH | $185,459 | $0 | $17,784 | $0 | $258 | $0 | $57,782 | $0 | $0 | $0 | $261,283 | $0 | $17,784 | $0 |
| NANCY WILSON | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | $136,072 | $0 | $28,926 | $0 | $229 | $0 | $28,421 | $0 | $26,956 | $0 | $220,604 | $0 | $28,926 | $0 |
| LARISSA STANBERRY | ||||||||||||||
| DIRECTOR OF DATA SCIENCE | $173,018 | $0 | $11,648 | $0 | $138 | $0 | $31,197 | $0 | $971 | $0 | $216,972 | $0 | $11,648 | $0 |
| BAVANA RANGAN | ||||||||||||||
| PROGRAM DIRECTOR - CCAD | $167,676 | $0 | $16,151 | $0 | $60 | $0 | $30,504 | $0 | $0 | $0 | $214,391 | $0 | $16,151 | $0 |
| KRISTIN LAMBRECHT | ||||||||||||||
| PROGRAM DIRECTOR - CIRC | $138,186 | $0 | $26,265 | $0 | $90 | $0 | $31,793 | $0 | $13,052 | $0 | $209,386 | $0 | $26,265 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | PARTICIPANTS IN A 457(F) PLAN INCLUDE THE FOLLOWING INDIVIDUALS: KRISTINE FORTMAN, CHARLES ZAUGG, TAMARA O'BLACK, JESSE HICKS, ROSS GARBERICH, LISA TINDELL, JANET DICK, CINDY RESMAN, AND KAREN PHANG. TOTAL AMOUNTS CONTRIBUTED TO THE PLAN IN 2024 WERE AS FOLLOWS: KRISTINE FORTMAN: $39,366 CHARLES ZAUGG: $9,818 JESSE HICKS: $10,816 ROSS GARBERICH: $9,256 LISA TINDELL: $9,248 KAREN PHANG: $18,200 CINDY RESMAN: $9,138 NO FUNDS WERE DISTRIBUTED FROM THE 457(F) PLAN IN 2024. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,637,704 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE FOUNDATION'S EXECUTIVE COMMITTEE CONSISTS OF THE BOARD OFFICERS, CHAIRS OF EACH COMMITTEE OF THE BOARD AND ANY OTHER SUCH MEMBERS AS DIRECTED BY THE CHAIR. THE CHAIR OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS ALL THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD, EXCEPT THAT IT SHALL NOT HAVE THE POWER TO FILL VACANCIES OF ITS OWN MEMBERSHIP NOR VACANCIES IN THE MEMBERSHIP OF THE BOARD OF DIRECTORS, THE POWER TO FILL SUCH VACANCIES BEING VESTED IN THE BOARD. IN ADDITION, UNLESS OTHERWISE DIRECTED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL FUNCTION AS THE PERSONNEL, FINANCE AND AUDIT COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE WHO THEN PASSES IT ALONG TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS IN ADVANCE OF THE EXECUTIVE MEETING WHERE ACTION IS TAKEN TO APPROVE OR MODIFY THE FORM 990. UPON APPROVAL, THE FORM 990 IS FILED WITH GOVERNMENT AGENCIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, PHYSICIANS, AND RESEARCH STAFF ARE COVERED BY A CONFLICT OF INTEREST POLICY REQUIRING ANNUAL CONFLICT OF INTEREST DISCLOSURES, AND MAY BE SUBJECT TO CONFLICT MANAGEMENT PLANS (CMPS) AS DETERMINED BY THE APPROPRIATE COI COMMITTEE OR DEPARTMENT. COI DISCLOSURES AND CMPS ARE DOCUMENTED AND HELD CONFIDENTIALLY. IN THE CASE OF BOARD MEMBERS, CMPS MAY INCLUDE EXCLUSION FROM THE PORTION OF ANY MEETING DURING WHICH PROPOSED TRANSACTIONS OR ARRANGEMENTS WITH THE FOUNDATION THAT RAISE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE FOR THE CEO. EXECUTIVE COMMITTEE OBTAINS COMPARABLE COMPENSATION DATA FROM SURVEYS AND/OR CONSULTANTS TO ASSIST THEM IN THEIR DELIBERATIONS. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE INDEPENDENT OF THE CEO AND EXECUTIVE TEAM. THE DELIBERATION AND DECISION PROCESS IS CONTEMPORANEOUSLY SUBSTANTIATED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. COMPENSATION PACKAGES FOR THE EXECUTIVE TEAM WERE DETERMINED THROUGH A COMBINATION OF PERFORMANCE REVIEWS, COMPARABILITY DATA FROM AN OUTSIDE CONSULTANT, AND THROUGH DISCUSSIONS WITH THE VP OF HUMAN RESOURCES, THE CEO, AND BOARD CHAIR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICES. IF REQUESTED, COPIES ARE AVAILABLE BY MAIL. THE AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE AVAILABLE ON-LINE THROUGH GUIDESTAR OR UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | RESEARCH STUDY - IRB FEES: PROGRAM SERVICE EXPENSES 149,452. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,452. MEDICAL CONSULTING/TESTING FEES: PROGRAM SERVICE EXPENSES 665,237. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 665,237. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,114,841. MANAGEMENT AND GENERAL EXPENSES 279,034. FUNDRAISING EXPENSES 63,451. TOTAL EXPENSES 1,457,326. MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 69,705. FUNDRAISING EXPENSES 6,100. TOTAL EXPENSES 75,805. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 86,760. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,760. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |