ANNE CARLSEN CENTER FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANNE CARLSEN CENTER FOUNDATION (EIN 72-1524988)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-31
- IRS object ID
- 201603059349300800
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T08:29:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 SOUTH SIXTH 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721524988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CARLSEN CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 8005685175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NW BOX 8000 | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC MONSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8005685175 | PhoneNum |
| Signature | 2016-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER TINGLEY | PreparerPersonNm |
| PTIN | P01485570 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC MONSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NW BOX 8000 | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,195,697 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANNECENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE MISSION AND PURPOSE OF THE ANNE CARLSEN CENTER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,451,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,940,823 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,021,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,594,732 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$718 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,471,735 | PYTotalRevenueAmt |
| CY Total Revenue | $3,535,555 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $150,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $453,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $466,780 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,815 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,066 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $779,027 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $317,018 | PYOtherExpensesAmt |
| CY Other Expenses | $286,181 | CYOtherExpensesAmt |
| PY Total Expenses | $929,839 | PYTotalExpensesAmt |
| CY Total Expenses | $779,027 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,541,896 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,756,528 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,729,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,535,247 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,423 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,968 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,633,453 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,436,279 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE ANNE CARLSEN CENTER IN JAMESTOWN, NORTH DAKOTA BY SOLICITING, RECEIVING, HOLDING, INVESTING, ADMINISTERING, DISTRIBUTING AND DISBURSING DONATED FUNDS AND ANY AND ALL TYPES OF DONATED OR PERSONAL PROPERTY IN SUPPORT OF THAT MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO SUPPORT THE MISSION AND PURPOSE OF THE ANNE CARLSEN CENTER. | Desc |
| 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | ALLAN HARTMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7012523850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NW BOX 8000 | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HARVEY HUBER | ||||||||
| BOARD CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE ISERMAN | ||||||||
| BOARD CHAIR - OUTGOING | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CASEY STOUDT | ||||||||
| BOARD VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAT MCCULLOUGH | ||||||||
| TREASURER | 1.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANET SEAWORTH | ||||||||
| SECRETARY | 1.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS ROHLEDER | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE FURNESS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW HANSON | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MONTGOMERY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE OFFUTT | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE POOLMAN | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE RODGERS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT TRAYNOR | ||||||||
| BOARD MEMBER - OUTGOING | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REESA WEBB | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC MONSON | ||||||||
| CEO | 10.00 | 40.00 | Yes (X) | $0 | $230,959 | $34,195 | ||
| ALLAN HARTMAN | ||||||||
| CFO | 10.00 | 40.00 | Yes (X) | $0 | $116,094 | $13,602 | ||
| PATRICK KIRBY | ||||||||
| CDO | 50.00 | 0.00 | Yes (X) | $87,793 | $0 | $19,914 | ||
| MARGIE JOHNSON | ||||||||
| HUMAN RESOURCES DIRECTOR | 10.00 | 40.00 | $0 | $101,235 | $20,650 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $87,793 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $448,288 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,361 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $56,021 | FundraisingAmt |
| All Other Contributions | $1,884,802 | AllOtherContributionsAmt |
| Noncash Contributions | $6,533 | NoncashContributionsAmt |
| Total Contributions | $1,940,823 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,006,085 | TotalRevenueColumnAmt |
| Exclusion | $1,006,085 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,209,524 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,620,877 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $588,647 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $588,647 | TotalRevenueColumnAmt |
| Exclusion | $588,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,265 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $56,021 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,265 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,535,555 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,594,732 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,707 | TotalAmt |
| Fundraising | $107,707 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,797 | TotalAmt |
| Fundraising | $289,797 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,939 | TotalAmt |
| Fundraising | $10,939 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,114 | TotalAmt |
| Fundraising | $32,114 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,223 | TotalAmt |
| Fundraising | $26,223 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,066 | TotalAmt |
| Fundraising | $26,066 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,930 | TotalAmt |
| Fundraising | $109,930 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,472 | TotalAmt |
| Fundraising | $18,472 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,013 | TotalAmt |
| Fundraising | $4,013 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,777 | TotalAmt |
| Fundraising | $16,777 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,237 | TotalAmt |
| Fundraising | $3,237 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,560 | TotalAmt |
| Fundraising | $21,560 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| ALLOCATION OF CENTER EX | $89,071 | $89,071 |
| REPAIRS AND MAINTENANCE | $14,728 | $14,728 |
| DUES AND SUBSCRIPTIONS | $1,879 | $1,879 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,514 | TotalAmt |
| Fundraising | $6,514 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,027 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $779,027 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,113 | BOYAmt |
| EOY | $1,266,061 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,864 | BOYAmt |
| EOY | $381,924 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,991,596 | BOYAmt |
| EOY | $23,303,077 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,200,491 | BOYAmt |
| EOY | $5,962,362 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,525,812 | BOYAmt |
| EOY | $13,621,823 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,729,876 | BOYAmt |
| EOY | $44,535,247 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,423 | BOYAmt |
| EOY | $98,968 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,423 | BOYAmt |
| EOY | $98,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,657,988 | BOYAmt |
| EOY | $37,121,776 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,385,944 | BOYAmt |
| EOY | $1,608,294 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,589,521 | BOYAmt |
| EOY | $5,706,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,633,453 | BOYAmt |
| EOY | $44,436,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,729,876 | BOYAmt |
| EOY | $44,535,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,756,528 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$610,827 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$342,875 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,137,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,451,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,940,823 | CurrentTaxYearAmt |
| Total | $8,591,186 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,137,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,470,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,451,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,940,823 | CurrentTaxYearAmt |
| Total | $8,591,186 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $490,331 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,100,855 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,634,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,084,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,400,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,006,085 | CurrentTaxYearAmt |
| Total | $6,424,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,015,944 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $199,145 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52950 | 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 | $1,850,104 | BeginningYearBalanceAmt |
| Contributions | $501,866 | ContributionsAmt |
| Investment Earnings Or Losses | -$43,057 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,308,913 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,486,613 | BeginningYearBalanceAmt |
| Contributions | $316,302 | ContributionsAmt |
| Investment Earnings Or Losses | $47,189 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,850,104 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,279,919 | BeginningYearBalanceAmt |
| Contributions | $95,200 | ContributionsAmt |
| Investment Earnings Or Losses | $111,494 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,486,613 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,173,971 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $90,948 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,279,919 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,206,731 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$37,660 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $100 | AdministrativeExpensesAmt |
| End Year Balance | $1,173,971 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23010 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18790 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| TRUST INTERESTS | $5,196,096 | F |
| REITS | $356,151 | F |
| TIMBER | $324,115 | F |
| MINERAL RIGHTS | $86,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,962,362 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY RECEIVABLES | Desc |
| Book Value | $13,621,823 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,621,823 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $98,968 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,968 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF ANNE CARLSEN CENTER. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS A NORTH DAKOTA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION WITH RELEVANT TAX AUTHORITIES, AS DEFINED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE FOUNDATION BELIEVES THE ORGANIZATION IS COMPLIANT WITH ALL IRS REGULATIONS AND AS OF DECEMBER 31, 2015, HAS NOT RECORDED A TAX LIABILITY FOR A TAX UNCERTAINTY. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTZ WHALEY FLESSNER ASSOCIATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7251 OHMS LANE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $26,066 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $26,066 | TotalRetainedByContractorsAmt |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $34,340 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,485 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,855 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,980 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $25 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,254 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,750 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,596 | OtherDirectExpensesEvent1Amt |
| Event2 | CARLSEN CUP | Event2Nm |
| Gross Receipts Event2 | $18,962 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $18,387 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $575 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $381 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $148 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $46 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,984 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $25,249 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $16,735 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,930 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,814 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $600 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,391 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $95,286 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,121 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,165 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,980 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $25 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,565 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,712 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,850 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,033 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,165 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC MONSON | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $203,706 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $27,253 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $9,342 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $24,853 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $265,154 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RELIED ON A RELATED ORGANIZATION TO DETERMINE THE COMPENSATION FOR THE CEO WHICH INCLUDED THE FOLLOWING PRACTICES: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | FOR A READER TO FULLY UNDERSTAND THE ACTIVITY AND PROGRAMS OF THE ANNE CARLSEN CENTER FOUNDATION, MANAGEMENT RECOMMENDS THAT THE READER ALSO REVIEW THE ANNE CARLSEN CENTER FORM 990. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE GOVERNANCE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, PAST CHAIR, CORPORATE TREASURER AND CORPORATE SECRETARY. THE GOVERNANCE COMMITTEE HAS THE POWER TO TRANSACT ALL BUSINESS OF THE FOUNDATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD, PROVIDED THAT ANY ACTION SO TAKEN DOES NOT CONFLICT WITH THE POLICIES AND EXPRESS WISHES OF THE BOARD OF TRUSTEES, AND THE COMMITTEE REFERS ALL MATTERS OF MAJOR IMPORTANCE TO THE FULL BOARD. MINUTES ARE TAKEN BY THE GOVERNANCE COMMITTEE AND SUBMITTED TO THE FULL BOARD. THE COMMITTEE SHALL BE RESPONSIBLE FOR BOARD DEVELOPMENT, NOMINATING BOARD MEMBERS, AND GOVERNANCE POLICIES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOUNDATION'S SOLE MEMBER IS ANNE CARLSEN CENTER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, ANNE CARLSEN CENTER APPOINTS THE BOARD OF TRUSTEES OF THE FOUNDATION. THE SOLE MEMBER DETERMINES THE NUMBER OF, APPOINTS, AND MAY REMOVE, WITH OR WITHOUT CAUSE, ALL OF THE OFFICERS OF THE FOUNDATION, EXCEPT THE BOARD CHAIR AND VICE CHAIR, WHO SHALL BE ELECTED BY THE BOARD OF TRUSTEES OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER MUST APPROVE ALL BYLAWS AND AMENDMENTS TO BYLAWS AND AMENDMENTS TO ARTICLES OF INCORPORATION OF THE FOUNDATION; APPROVES THE FOUNDATION'S ANNUAL BUDGET; AND APPROVES ALL DISTRIBUTIONS AND DISBURSEMENTS FROM THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO PROVIDES THE FORM 990 ELECTRONICALLY TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE BOARD CHAIR, FINANCE COMMITTEE CHAIR, CEO, AND CFO WILL CONDUCT A FINAL REVIEW AND APPROVAL OF THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. THE PURPOSE OF THIS POLICY IS TO ENSURE IDENTIFICATION AND RESOLUTION OF THOSE INSTANCES IN WHICH GOVERNING BOARD MEMBERS, OFFICERS, EMPLOYEES AND OTHER AGENTS OR REPRESENTATIVES OF THE FOUNDATION (AND ITS AFFILIATES AND SUBSIDIARIES) MAY FIND THEMSELVES IN CIRCUMSTANCES GIVING RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. TO PROTECT THE FOUNDATION'S INTEREST IN SUCH SITUATIONS, AND TO PROVIDE FOR ADEQUATE REPORTING MECHANISMS, THE FOUNDATION WILL NOT ENTER INTO ANY TRANSACTION OR ARRANGEMENT WITH ANY ENTITY IN WHICH ANY BOARD MEMBER, OFFICER, EMPLOYEE OR AGENT THAT HAS A FINANCIAL INTEREST UNLESS SUCH TRANSACTION OR ARRANGEMENT IS FULLY DISCLOSED TO, AND APPROVED BY THE PRESIDENT/CEO (OR THE BOARD, IF THE PRESIDENT/CEO OR A BOARD MEMBER HAS THE FINANCIAL INTEREST). AFTER DISCLOSURE OF THE FINANCIAL INTEREST OR FIDUCIARY RESPONSIBILITY AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINAL DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUSTS -256,644. CHANGE IN VALUE OF GIFT ANNUITIES -86,231. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE CARLSEN CENTER | |||||||||||
| 701 3RD STREET NE BOX 8000 | JAMESTOWN | ND | 58402 | 870694180 | EDUCATIONAL, RESIDENTIAL, MEDICAL AND THERAPY SERVICES FOR CHILDREN | ND | 501(C)(3) | LINE 2 | N/A | 0 | |
| NIERLING ANNE CARLSEN CENTER TRUST | |||||||||||
| 701 3RD STREET NE BOX 8000 | JAMESTOWN | ND | 58402 | 912004887 | PRIVATE FOUNDATION | ND | 501(C)(3) | PF | 0 | ANNE CARLSEN CENTER | |
| BRIGHT BEGINNINGS LEARNING CENTER | |||||||||||
| 701 3RD STREET NE BOX 8000 | JAMESTOWN | ND | 58402 | 474746436 | CHILD CARE CENTER | ND | PENDING | PENDING | 0 | ANNE CARLSEN CENTER | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERPETUAL TRUSTS (2) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 3RD STREET NW BOX 8000 | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | ND | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments