ESSENTIA HEALTH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ESSENTIA HEALTH FOUNDATION (EIN 27-1984704)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-29
- IRS object ID
- 201411199349301066
- Schema version
- 2012v2.3
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-29T15:31:56-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 S HIGH ST 1100 HUNTINGTON CTR | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271984704 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JULIE THEDENS | InCareOfName |
| Name Control | ESSE | NameControl |
| Phone | 2187861619 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST 2ND STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steve Yorde | Name |
| Title | CDO | Title |
| Date Signed | 2014-04-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142327414 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVE YORDE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST 3RD STREET | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5986482 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.essentiahealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | We are called to make a healthy difference in people's lives. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 211 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 5474063 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4680671 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 414701 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1225015 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -60741 | OtherRevenuePriorYear |
| Other Revenue Current Year | -119288 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5828023 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5786398 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1715505 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1292314 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1277519 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1225653 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 626661 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 821533 | OtherExpensePriorYear |
| Other Expenses Current Year | 898821 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3814557 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3416788 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2013466 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2369610 | RevenuesLessExpensesCY |
| Total Assets BOY | 22589801 | TotalAssetsBOY |
| Total Assets EOY | 26058300 | TotalAssetsEOY |
| Total Liabilities BOY | 259878 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1104757 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22329923 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24953543 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1578282 | Expense |
| Grants | 1292314 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
| Total Program Service Expense | 1578282 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JULIE THEDENS | NamePerson |
| Telephone Number | 2187863494 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST 2ND STREET | AddressLine1 |
| City | Duluth | City |
| State | MN | State |
| ZIP Code | 55805 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Richard Blair | |||||||||
| Board DIRECTOR | 1.0 | 6.0 | X | 0 | 40000 | 0 | |||
| John Hyduke | |||||||||
| Board CHAIR | 1.0 | 0.0 | X | 0 | 0 | 0 | X | ||
| Peter Person MD | |||||||||
| Board Director | 1.0 | 59.0 | X | 0 | 1200462 | 790450 | |||
| RICHARD BROWN | |||||||||
| BOARD DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| MICHAEL VAN SCOY MD | |||||||||
| BOARD DIRECTOR | 1.0 | 59.0 | X | 0 | 343740 | 51932 | |||
| Steve Yorde | |||||||||
| Chief Development Officer | 60.0 | 0.0 | 193953 | 0 | 49663 | X | |||
| JON BENSON | |||||||||
| VP REGIONAL FOUNDATION | 59.0 | 1.0 | 132986 | 0 | 23414 | X | |||
| Gregory Glasner MD | |||||||||
| President | 0.0 | 60.0 | 0 | 515446 | 91087 | X | |||
| Kyle Dorow | |||||||||
| Chief Financial Offier | 0.0 | 60.0 | 0 | 235280 | 41834 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 326939 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2334928 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1048380 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 22007 | FundraisingEvents |
| Related Organizations | 1887379 | RelatedOrganizations |
| All Other Contributions | 2771285 | AllOtherContributions |
| Noncash Contributions | 76909 | NoncashContributions |
| Total Contributions | 4680671 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 362832 | TotalRevenueColumn |
| Exclusion | $362,832 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 862183 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 862183 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 862183 | TotalRevenueColumn |
| Exclusion | $862,183 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 75211 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22007 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 194204 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -118993 | TotalRevenueColumn |
| Exclusion | -$118,993 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 5585 | GrossIncomeGaming |
| Gaming Direct Expenses | 5880 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -295 | TotalRevenueColumn |
| Exclusion | -$295 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5786398 | TotalRevenueColumn |
| Exclusion | $1,105,727 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785800 | Total |
| Program Services | 785800 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506514 | Total |
| Program Services | 506514 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378049 | Total |
| Management And General | 200374 | ManagementAndGeneral |
| Fundraising | 177675 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 648670 | Total |
| Management And General | 418300 | ManagementAndGeneral |
| Fundraising | 230370 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26637 | Total |
| Management And General | 23247 | ManagementAndGeneral |
| Fundraising | 3390 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105494 | Total |
| Management And General | 74263 | ManagementAndGeneral |
| Fundraising | 31231 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66803 | Total |
| Management And General | 42970 | ManagementAndGeneral |
| Fundraising | 23833 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65 | Total |
| Management And General | 65 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1800 | Total |
| Management And General | 1800 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126154 | Total |
| Management And General | 126154 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230253 | Total |
| Management And General | 148844 | ManagementAndGeneral |
| Fundraising | 81409 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61940 | Total |
| Program Services | 2375 | ProgramServices |
| Management And General | 8699 | ManagementAndGeneral |
| Fundraising | 50866 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181952 | Total |
| Program Services | 116281 | ProgramServices |
| Management And General | 46877 | ManagementAndGeneral |
| Fundraising | 18794 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2188 | Total |
| Management And General | 2188 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69246 | Total |
| Program Services | 32977 | ProgramServices |
| Management And General | 27176 | ManagementAndGeneral |
| Fundraising | 9093 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70685 | Total |
| Program Services | 14785 | ProgramServices |
| Management And General | 55900 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4490 | Total |
| Management And General | 4490 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
| Management And General | 100 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL EQUIP AND SUPPLIES | 119550 | 119550 | |
| SALES TAX | 13359 | 13359 | |
| RECRUITMENT | 11667 | 11667 | |
| DUES | 5372 | 5372 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3416788 | Total |
| Program Services | 1578282 | ProgramServices |
| Management And General | 1211845 | ManagementAndGeneral |
| Fundraising | 626661 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163578 | BOY |
| EOY | 1657331 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1006901 | BOY |
| EOY | 2189939 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1514442 | BOY |
| EOY | 1826298 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 56494 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27768 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 28726 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 498925 | BOY |
| EOY | 207611 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18354547 | BOY |
| EOY | 20095606 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51408 | BOY |
| EOY | 52789 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22589801 | BOY |
| EOY | 26058300 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74068 | BOY |
| EOY | 228209 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185810 | BOY |
| EOY | 876548 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259878 | BOY |
| EOY | 1104757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6871054 | BOY |
| EOY | 13425358 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15234715 | BOY |
| EOY | 10737236 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224154 | BOY |
| EOY | 790949 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22329923 | BOY |
| EOY | 24953543 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22589801 | BOY |
| EOY | 26058300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2369610 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 686771 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 3706 | ReconcilationDonatedServices |
| Reconcilation Other Changes | -436467 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 302386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5474063 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4680671 | CurrentTaxYear |
| Total | 10457120 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 302386 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5474063 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4680671 | CurrentTaxYear |
| Total | 10457120 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3109022 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7348098 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 414701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1225015 | CurrentTaxYear |
| Total | 1639716 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12096836 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15458869 | BeginningOfYearBalance |
| Contributions | 2031772 | Contributions |
| Investment Earnings Or Losses | 18319 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1338589 | GrantsOrScholarships |
| Other Expenditures | 4642185 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 11528186 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 17276950 | Contributions |
| Investment Earnings Or Losses | -381 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1403069 | GrantsOrScholarships |
| Other Expenditures | 414631 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 15458869 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 Years | CurrentYearMinus2Years | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.06860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.93140 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56494 | OtherCostOrOtherBasis |
| Depreciation | 27768 | Depreciation |
| Book Value | 28726 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 28726 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| POOLED INVESTMENT FUND | 19653823 | F |
| ALTERNATIVE INVESTMENTS | 441783 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 20095606 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLES TO RELATED TAX-EXEMPT ORGS | $505,593 |
| DISCOUNTED CHARITABLE GIFT ANNUITY CONTRACTS | $370,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 876548 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part V, Line 4 | Identifier |
| Explanation | Uses of Organization's Endowment Funds: Essentia Health Foundation's intended uses of its endowment funds are to further the mission of Essentia Health and to support: Pilot studies from which the collected data may be used to pursue larger grants, program development start-up funds, and specialized healthcare need for activities that have primary impact in areas serviced by Essentia Health Hospitals and clinics. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 450250 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 450250 | SubtotalAmountSpent |
| Total Amount Spent | 450250 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER/AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 21785 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5967 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15818 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 14466 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7128 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 262 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DINNER/AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 16740 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1573 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 15167 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 5595 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 1037 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5235 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2601 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 40653 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 8839 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 31814 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 45336 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 100 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 6269 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 673 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 7832 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 79178 | GrossReceiptsTotal |
| Charitable Contributions Total | 16379 | CharitableContributionsTotal |
| Gross Revenue Total Events | 62799 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 65397 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1137 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 18632 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2673 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 10695 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 98534 | DirectExpenseSummaryEvents |
| Net Income Summary | -35735 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| St Mary's Medical Center | |||||||
| 407 E 3rd Street | Duluth | MN | 55805 | 410695604 | 501(c)3 | 61307 | Program Support |
| The Duluth Clinic LTD | |||||||
| 400 E 3rd Street | Duluth | MN | 55805 | 410883623 | 501(c)3 | 32416 | Program Support |
| Essentia Institute of Rural Health | |||||||
| 502 E 2nd Street | Duluth | MN | 55805 | 271291124 | 501(c)3 | 163520 | Program Support |
| St Joseph's Medical Center | |||||||
| 523 N 3rd St | Brainerd | MN | 56401 | 410695602 | 501(c)3 | 129597 | Program Support |
| Innovis Health LLC | |||||||
| 3000 32nd Ave | Fargo | ND | 58103 | 261175213 | 501(c)3 | 85455 | Program Support |
| St Mary's Regional Health Center | |||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411620386 | 501(c)3 | 74016 | Program Support |
| BRIDGES OF HOPE | |||||||
| PO BOX 742 | BRAINERD | MN | 56401 | 721538846 | 501(c)3 | 6000 | PROGRAM SUPPORT |
| BRIDGES CARE COMMUNITY | |||||||
| 201 9TH STREET W | ADA | MN | 56510 | 411513014 | 501(c)3 | 9839 | PROGRAM SUPPORT |
| BRIDGES MEDICAL CENTER | |||||||
| 503 E 3RD STREET SUITE 400 | DULUTH | MN | 55805 | 200479568 | 501(c)3 | 8576 | PROGRAM SUPPORT |
| Deer River Area Health Care Foundation | |||||||
| 115 10th Ave NE | Deer River | MN | 56636 | 411770765 | 501(c)3 | 100000 | Program Support |
| SMDC Medical Center | |||||||
| 502 E 2nd Street | Duluth | MN | 55805 | 411878730 | 501(c)3 | 87899 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (10 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Assist Essentia Health Patients & COMMUNITY | 503 | 97897 | |||
| Assist Essentia Health Employees in Financial Need | 210 | 301147 | |||
| Water Safety Supplies to Community Children | 1500 | 62376 | |||
| Programs to prevent childhood obesity | 300 | 2203 | |||
| Ostomy supplies to patients in need | 12 | 3768 | FMV | Ostomy supplies | |
| Scholarships | 5 | 4500 | |||
| RESIDENTS HOLIDAY GIFTS | 35 | 178 | |||
| BREAST CANCER AWARENESS, EDUCATION, & TREATMENT | 2852 | 33293 | |||
| Focus Program, books for patients | 50 | 528 | |||
| Grief Support Group | 36 | 624 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | Essentia Health Foundation's management reviews the grant activity by reviewing and documenting each expenditure request and approving the expense. SCHEDULE I, PART III, LINE 1 ASSIST ESSENTIA HEALTH PATIENTS & COMMUNITY MEMBERS IN FINANCIAL NEED | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Glasner MD | ||||||||||||||
| President | 0 | 448125 | 0 | 65205 | 0 | 2116 | 0 | 62680 | 0 | 28407 | 0 | 606533 | 0 | 0 |
| Kyle Dorow | ||||||||||||||
| Chief Financial Offier | 0 | 196209 | 0 | 15750 | 0 | 23321 | 0 | 24481 | 0 | 17353 | 0 | 277114 | 0 | 22682 |
| Peter Person MD | ||||||||||||||
| Board Director | 0 | 935299 | 0 | 143325 | 0 | 121838 | 0 | 759825 | 0 | 30625 | 0 | 1990912 | 0 | 109663 |
| Steve Yorde | ||||||||||||||
| Chief Development Officer | 175451 | 0 | 14529 | 0 | 3973 | 0 | 21849 | 0 | 27814 | 0 | 243616 | 0 | 0 | 0 |
| MICHAEL VAN SCOY MD | ||||||||||||||
| BOARD DIRECTOR | 0 | 343185 | 0 | 0 | 0 | 555 | 0 | 25000 | 0 | 26932 | 0 | 395672 | 0 | 0 |
| JON BENSON | ||||||||||||||
| VP REGIONAL FOUNDATION | 122657 | 0 | 10238 | 0 | 91 | 0 | 5760 | 0 | 17654 | 0 | 156400 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J, Part I, Line 3 | Establishing CDO's compensation: Essentia Health Foundation relied on Essentia Health's, related organization of Essentia Health Foundation, methods for establishing Essentia Health Foundation's Chief Development Officer's compensation: a compensation committee, independent compensation consultant, compensation survey or study, and approval by the board or compensation committee. |
| Schedule J, Part I, Line 4a | Severance Payment: All individuals listed as former in Form 990, Part VII, Section A, Line 1a remain employed within Essentia Health and its subsidiaries and are not receiving a termination payment. |
| Schedule J, Part I, Line 4b | Supplemental nonqualified retirement plan: Essentia Health's nonqualified retirement plan is offered to designated Essentia Health executives. There is a minimum two year vesting date or automatically upon reaching retirement age, death, disability or involuntary termination without cause. Benefits are subject to income taxes upon vesting and payable from Essentia Health's general assets. Reported as Other Reportable Compensation in Schedule J, Part II, Column B (iii), the following individuals listed in Form 990, Part VII, Section A, Line 1a received payment of the vested benefit from the supplemental nonqualified retirement plan during the year: KYLE DOROW $22,682 PETER PERSON, MD $109,663 Reported as Retirement and Other Deferred Compensation in Schedule J, Part II, Column C, Essentia Health made contributions, subject to the vesting terms, during the year into the supplemental nonqualified retirement plan on behalf of the following individuals listed in Form 990, Part VII, Section A, Line 1a: GREGORY GLASNER, MD $41,560 KYLE DOROW $4,982 PETER PERSON, MD $152,338 STEVE YORDE $2,237 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 625 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6428 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5545 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 180 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Auction items | Description |
| Number Of Contributions | 284 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 64131 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost or selling | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, SCHEDULE M, PART I, Column B | Identifier |
| Explanation | Number of contributions: Essentia Health Foundation is reporting the number of contributions. Form 990, SCHEDULE M, PART I, Column D Method: ESSENTIA HEALTH FOUNDATION USED THE Cost or selling price of donated property TO DETERMINE AMOUNT REPORTED ON FORM 990, PART VIII, LINE 1G. FORM 990, SCHEDULE M, PART I, LINE 31 GIFT ACCEPTANCE POLICY: ESSENTIA HEALTH FOUNDATION IS DEVELOPING A GIFT ACCEPTANCE POLICY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part I, Line 5 | Individuals employed in calendar year 2012: During the fiscal year ended June 30, 2013, employee costs were transferred to Essentia Health Foundation from related organizations to better reflect Foundation roles. Salary expense reported on Part I, Line 15 reflects 13 full time equivalents. No individuals were reported on Part I, Line 5 as these employees' Form W-2's were reported by related organizations under Essentia Health's common pay agent. |
| Form 990, Part III, Line 4 | Program service accomplishments: Essentia Health Foundation is organized and shall be operated exclusively for charitable, educational, scientific and religious purposes exclusively for the benefit of, to perform the functions of, or to carry out the purposes of certain Essentia Health Supported Organizations, and of the tax-exempt entities identified as supported organizations in their respective articles of incorporation. Essentia Health Foundation facilitates charitable fundraising for and on behalf of certain Essentia Health Supported Organizations. Fundraising is conducted for a wide range of charitable needs of each supported organization including patient care initiatives, capital improvements, equipment and supplies, community education and outreach, research, and employee assistance. The organizations Essentia Health Foundation supports provide health care services to the general public as part of Essentia Health system. Essentia Health is an integrated health system which supports regional leaders in the development and advancement of business, clinical and financial models for the delivery of high-quality and cost-effective health care. The regional leaders provide integrated health care delivery through their physician group practices, ambulatory and outpatient centers, acute care hospitals and community, rural and critical access hospitals. Essentia Health system includes 16 hospitals, 65 clinics, 8 long-term care facilities, two assisted living facilities, four independent living facilities in Minnesota, Wisconsin, North Dakota, and Idaho with several located in rural areas that have limited access to other healthcare options. Essentia Health system employs over 10,600 full time equivalents. The hospitals have a total of 1,201 licensed beds which provided over 184,000 hospital patient days and over 530,000 outpatient visits during the fiscal year ended June 30, 2013. The clinics had over 1.5 million encounters during the same time period. During the fiscal year ended June 30, 2013, Essentia Health system provided total community benefits of over $116 million which included costs of providing charity care, costs in excess of Medicaid payments, Medicaid surcharge, MinnesotaCare tax, community services, subsidized health services, education, research, and cash and in-kind donations. |
| Form 990, PART V, LINE 1A | 1099 Reporting: CERTAIN Vendor payments and Form 1099's were processed through Essentia Health on behalf of certain legal entities comprising Essentia Health system. |
| Form 990, Part VI, Line 6 | Members of Organization: Essentia Health is the sole member of Essentia Health Foundation and may elect one or more members of the governing body as described in Schedule O Part VI Line 7a. Essentia Health ALSO has reserved powers with respect to Essentia Health Foundation as described in Schedule O Part VI Line 7b. |
| Form 990, Part VI, Line 7a | Member with right to elect governing body: Essentia Health appointS and removeS Essentia Health Foundation's governing body. |
| Form 990, Part VI, Line 7b | Members with right to approve governing body decision: Essentia Health Foundation is a subsidiary of Essentia Health, whose Board of Directors has reserved powers with respect to this corporation and its subsidiaries, and all of the other direct and indirect subsidiaries of Essentia Health (collectively, the "System"). Essentia Health's reserved powers are as follows: Strategic and Business Plans. Authority to create, and to approve, the System's strategic and business plans. Mission. Authority to create, and to approve, the mission, purpose and vision statements for all entities in the System by the affirmative vote of at least 67% of the Essentia Health board of directors. Debt. Approval of the incurrence of debt by, and the creation of all mortgages, liens, security interests, or other encumbrances on the assets of, all entities in the System in excess of the single or annual aggregate dollar limits prescribed in writing by the Essentia Health board of directors, and the authority to cause all entities in the System to participate in System borrowing. Governing Instruments. Authority to cause, and to approve, amendments of the articles of incorporation and bylaws of all entities in the System. Mergers and Acquisitions. Authority to cause, and to approve, all mergers, consolidations, and dissolutions of all entities in the System. Affiliations and Joint Ventures. Authority to cause, and to approve, all affiliations, joint ventures and other alliances with third parties of all entities in the System. Transfer of Assets Within the System. Authority to transfer assets, including cash, between and among entities within the System; provided, however, that Essentia Health shall not have authority to require any entity in the System to transfer assets (a) that would cause such entity to be in default of its covenants or obligations under any bond or other financing documents; (b) from the Catholic entities to the secular entities or from the secular entities to the Catholic entities in a manner or to an extent that would cause the Catholic entities to be in violation of the Ethical and Religious Directives for Catholic Health Care Services (ERDs) in the judgment of the local ordinary; or (c) such that money generated by services at secular facilities within the System by procedures that are contrary to the ERDs would be used at the Catholic entities or money generated by Catholic entities would be used in the providing of services contrary to the ERDs at secular facilities within the System. Transfer of Assets Outside the System. Authority to cause, and to approve, the sale, lease or other transfer of assets of all entities in the System to parties outside of the System when the asset's value exceeds the single or annual aggregate dollar limits prescribed in writing by the Essentia Health board of directors. Services. Authority to cause, and to approve, the addition of new services and service locations and the discontinuance of services and service locations within all entities in the System. Budgets. Approval of capital and operating budgets of all entities in the System. Professional Services. Selection of the general legal counsel and external auditors of all entities in the System. Acquisitions. Authority to cause, and to approve, all acquisitions by and formations of entities in the System. Marketing. Authority to implement System-wide marketing and promotional activities. Compliance Plans. Authority to create, and to approve, corporate compliance, safety and risk management plans for entities within the System. Quality Plan. Authority to create, and to approve, the System's quality plan. Non-Budgeted Purchases. Approval of non-budgeted capital purchases and leases in excess of the single or annual aggregate dollar limits prescribed in writing by Essentia Health for entities within the System. Human Resources. Authority to create human resource policies and procedures within the System. Reserved Powers. Authority to create additional Essentia Health reserved powers by the affirmative vote of at least 80% of the Essentia Health board of directors (excluding the Essentia Health CEO); provided, however, that any additional Essentia Health reserved powers shall not contravene or hinder the reserved powers of Benedictine Sisters Benevolent Association. |
| Form 990, Part VI, Line 11a | Form 990 Review process: The 2012 Form 990 including all schedules was reviewed by Essentia Health Foundation's management and governing body on April 29th, 2014 prior to filing with the Internal Revenue Service. Each current director of the governing body received a final copy of the 2012 Form 990. Essentia Health Foundation's Finance Manager led the review of the form and schedules and any questions were discussed. |
| Form 990, Part VI, Line 12c | Monitoring and enforcing Conflict of Interest policy: Essentia Health's comprehensive conflict of interest program prevents, detects and resolves actual conflicts of interests or the actual or potential appearance of such. Fiduciaries, defined as an Essentia Health board member/trustee, officer, board committee member, senior management employee, or any others considered to be in a position of influence, are covered under Essentia's conflict of interest program. Upon initial appointment, each fiduciary must complete an initial conflict of interest statement and disclosure questionnaire. At the conclusion of each fiscal year, each fiduciary must complete an annual conflict of interest statement and disclosure questionnaire. As needed, a fiduciary will update his/her most recently completed questionnaire each time the fiduciary becomes aware of a financial interest, a potential conflict, or change to any information that the fiduciary previously reported. Essentia Health's Chief Compliance Officer will collect the questionnaires and evaluate the disclosures. If a fiduciary has a potential conflict of interest, the Chief Compliance Officer or designee may request additional information from the fiduciary, the management team, and others. During the evaluation process, the Chief Compliance Officer may also consult with Essentia Health's Board and Audit Committee Chairs, senior management, legal department, or appropriate representatives from Essentia Health. The Chief Compliance Officer reports to the Essentia Health Audit Committee and the Essentia Health Board of Directors any actual or potential conflicts of interest disclosed by the fiduciary, along with recommended actions. The Essentia Health Board of Directors (or designee) will then determine whether to approve the situation or to implement special controls to manage the potential conflict of interest. The Chief Compliance Officer will then officially notify the fiduciary in writing of the board's decision. The decision of whether or not the disclosure constitutes a conflict or not will be at the Essentia Health Board of Director's (or designee) sole discretion, and its concern must be the welfare of Essentia Health and its affiliate(s) and the advancement of its purposes. When the Essentia Health Board of Directors (or designee) considers a Fiduciary's disclosure as a Conflict of Interest, special controls will be identified to manage, eliminate or reduce the likelihood and/or appearance of a conflict arising. Controls may include but are not limited to: A. If the conflict involves an on-going matter or relationship, the Fiduciary must not participate in Board, Board committee or management discussions related to the conflict and must recuse themselves and if appropriate, withdraw, from any Board meeting or portion thereof where the matter is being discussed and during the vote on the potential Conflict of Interest. The Fiduciary may answer questions at the Board's or the Board Committee's request. B. If the conflict involves a specific transaction or decision, the Fiduciary will fully disclose their interest and all related material facts. The Board or committee of the Board will determine whether the contemplated transaction may be authorized as just, fair, and reasonable to Essentia Health or its affiliate(s). If the Board determines a conflict does not exist, the Fiduciary may proceed with the transaction; however, he or she will not be eligible to vote on related issues should they arise. If the Board determines a conflict does exist, the Fiduciary will be notified of the decision regarding whether the contemplated transaction will be authorized as just, fair, and reasonable. |
| Form 990, Part VI, Line 15 A&B | Process for determining compensation: The Executive Compensation Committee of Essentia Health's board of directors is authorized to fulfill the board's responsibilities regarding executive compensation consistent with Essentia's mission, values and tax-exempt status, and the Executive Compensation Committee's Charter. The Executive Compensation Committee meets at least twice annually to carry out its responsibilities, which include, but are not limited to, establishing, reviewing and modifying, as appropriate, reasonable compensation and benefits for designated Essentia executives who are officers or key employees of Essentia or any of its affiliates which may be paid by related organizations. The Executive Compensation Committee engages qualified independent compensation advisors to provide objective and impartial comparative data and to express opinions on total compensation reasonableness. The Executive Compensation Committee may request its independent advisors to: monitor comparability data and marketplace trends; make appropriate recommendations regarding salary ranges; and periodically review the market competitiveness of Essentia executive compensation packages. Prior to establishing or adjusting executive compensation, the Executive Compensation Committee will obtain and rely upon appropriate data as to comparability of the proposed compensation or adjustments. The Executive Compensation Committee will adequately document the basis for its determination concurrently with making those determinations. The Executive Compensation Committee minutes will include: the terms of the approved compensation and the date approved; the Executive Compensation Committee members present during the review, discussion and approval of the proposed compensation and those who voted on the proposed compensation; identification of the comparability data obtained and relied upon by the Executive Compensation Committee and how the data was obtained; any actions by a member of the Executive Compensation Committee having a conflict of interest; and documentation of the basis for the determination. The year this process was last undertaken for Essentia HEALTH FOUNDATION's CHIEF DEVELOPMENT OFFICER WAS 2012. The compensation of other Essentia Health West senior leadership is recommended by the President and Chief Administrative Officer of Essentia Health West Region and approved by the Executive Committee of the Essentia Health West Region Board of Directors. The annual compensation review process begins with an industry compensation survey completed by an external consulting group retained by the Essentia Health Board of Directors and coordinated by Essentia's Corporate Human Resources Department. The consultant's report encompasses: current compensation trends, significant market factors, regional/national salary surveys and the consultant's recommended changes to compensation levels and compensation plan methodology. Based on this data, the Chief Executive Officer of Essentia Health will make a recommendation of compensation adjustments for the Essentia Corporate Leadership Team, which includes the West Region President and Chief Administrative Officer, to the Essentia Health Compensation Committee, who will then act on these recommendations. A similar process is followed at Essentia Health West Region, the West Region President and Chief Administrative Officer recommending compensation adjustments to the Executive Committee of the Essentia Health West Board of Directors, who will then act on these recommendations. The year this process was last undertaken for Essentia Health FOUNDATION'S VICE PRESIDENT OF REGIONAL FOUNDATION was 2012. |
| Form 990, Part VI, Line 19 | Availability of governing documents, conflict of interest policy, & financial statements to the public: Essentia Health Foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Essentia Health Foundation is part of Essentia Health's consolidated financial statements which are included in Essentia Health's annual report posted on Essentia Health's web site. |
| Form 990, Part XI, Line 9 | The total amount of other changes in net assets includes: Transfer of Net Assets to Liability for Charitable Gift Annuities ($400,357) Adjustment for Change in Value of Charitable Remainder Trust $1,030 NET ASSET TRANSFERS WITH RELATED ORGANIZATIONS; REALLOCATED BALANCE SHEET ITEMS TRANSFERRED TO ALIGN WITH ORGANIZATIONAL STRUCTURE $46,856 Refund of contribution from prior year ($2,000) Uncollectible pledges ($81,996) Total ($436,467) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Brainerd Lakes Integrated Health System | ||||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532145 | SUPPORT ORG | MN | 501(c)(3) | 11 TYPE II | Essentia | true |
| Brainerd Medical Center Inc | ||||||||||
| 2024 S 6th St | Brainerd | MN | 56401 | 371532148 | Clinic | MN | 501(c)(3) | 3 | BLIHS | true |
| Bridges Medical Center | ||||||||||
| 201 9th St W | Ada | MN | 56510 | 200479568 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Clearwater Valley Hospital & Clinics INC | ||||||||||
| 301 Cedar | Orofino | ID | 83544 | 820497771 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG | true |
| DL Surgery Center THRU 712 | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 263837203 | ASC | MN | 501(c)(3) | 3 | CAG | true |
| Critical Access Group | ||||||||||
| 503 E 3rd St Ste 400 | Duluth | MN | 55805 | 261219624 | SUPPORT ORG | MN | 501(c)(3) | 11 TYPE II | Essentia | true |
| First Care Medical Services | ||||||||||
| 900 Hilligoss Blvd SE | Fosston | MN | 56542 | 410706143 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Minnesota Valley Health Center Inc | ||||||||||
| 621 S 4th St | Le Sueur | MN | 56058 | 410837659 | Hospital/NURS | MN | 501(c)(3) | 3 | CAG | true |
| St Joseph's Medical Center | ||||||||||
| 523 N 3rd St | Brainerd | MN | 56401 | 410695602 | Clinic/Hosp | MN | 501(c)(3) | 3 | BLIHS | true |
| St Mary's EMS | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411805811 | Emerg SRvcs | MN | 501(c)(3) | 9 | SMRHC | true |
| St Mary's Hospital Inc | ||||||||||
| PO Box 137 | Cottonwood | ID | 83522 | 820226453 | Clinic/Hosp | ID | 501(c)(3) | 3 | CAG | true |
| St Mary's Innovis Health | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 262861321 | Clinic | MN | 501(c)(3) | 3 | Innovis | true |
| St Mary's Regional Health Center | ||||||||||
| 1027 Washington Ave | Detroit Lakes | MN | 56501 | 411620386 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Essentia Health | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 200360007 | SUPPORT ORG | MN | 501(c)(3) | 11TYPEIIIFI | NA | false |
| Essentia Institute of Rural Health | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 271291124 | Research | MN | 501(c)(3) | 4 | Essentia | true |
| Midwest Medical Equipment & Supply Inc | ||||||||||
| 4418 Haines Rd | Duluth | MN | 55811 | 411674021 | MedICAL Equip | MN | 501(c)(3) | 9 | SMMC | true |
| Pine Medical Center | ||||||||||
| 109 Court Ave S | Sandstone | MN | 55072 | 411884597 | Hospital/NURS | MN | 501(c)(3) | 3 | SMDCHS | true |
| Polinsky Medical Rehabilitation Center | ||||||||||
| 530 E 2nd St | Duluth | MN | 55805 | 410691275 | Clinic | MN | 501(c)(3) | 3 | SMMC | true |
| SMDC Medical Center | ||||||||||
| 502 E 2nd St | Duluth | MN | 55805 | 411878730 | Clinic/Hosp | MN | 501(c)(3) | 3 | SMDCHS | true |
| St Mary's Duluth Clinic Health System | ||||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 411836633 | SUPPORT ORG | MN | 501(c)(3) | 11 TYPE II | Essentia | true |
| St Mary's Hospital of Superior | ||||||||||
| 3500 Tower Ave | Superior | WI | 54880 | 411811073 | Clinic/Hosp | WI | 501(c)(3) | 3 | SMMC | true |
| St Mary's Medical Center | ||||||||||
| 407 E 3rd St | Duluth | MN | 55805 | 410695604 | Hospital | MN | 501(c)(3) | 3 | SMDCHS | true |
| The Duluth Clinic Ltd | ||||||||||
| 400 E 3rd St | Duluth | MN | 55805 | 410883623 | Clinic | MN | 501(c)(3) | 3 | SMDCHS | true |
| Northern Pines Medical Center | ||||||||||
| 5211 Hwy 110 | Aurora | MN | 55705 | 410841441 | Hospital/NURS | MN | 501(c)(3) | 3 | SMDCHS | true |
| Graceville Health Center | ||||||||||
| 115 West Second St | Graceville | MN | 56240 | 410726173 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | true |
| Innovis Health LLC | ||||||||||
| 3000 32nd Ave S | Fargo | ND | 58103 | 261175213 | Clinic/Hosp | DE | 501(c)(3) | 3 | Essentia | true |
| DEER RIVER HEALTHCARE CENTER INC | ||||||||||
| 115 10TH AVE NE | DEER RIVER | MN | 56636 | 410844574 | HOSPITAL/NURS | MN | 501(c)(3) | 3 | SMDCHS | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMC-Gateway Imaging LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Court Ave S | AddressLine1 |
| City | Sandstone | City |
| State | MN | State |
| ZIP Code | 55072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261634764 | EIN |
| Primary Activity | Imaging ServiCES | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeType |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Code V | $0 | CodeVAmount |
| Percentage Ownership | 0.00000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| East Range Clinics Ltd | ||||||||||||||||||
| 910 6th Ave N | Virginia | MN | 55792 | 410909915 | Clinics | MN | NA | C corp | 0 | 0 | 0.00000 | true | ||||||
| Essentia Health Insurance Services SPC | ||||||||||||||||||
| 000000000 | Insurance | NA | Foreign Corp | 0 | 0 | 0.00000 | true | 94 Solaris Ave PO Box 69 | Grand Cayman | Cayman Islands | CJ | KY1-1102 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE DULUTH CLINIC LTD | ||
| S | 54155 | actual costs |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||
| B | 163520 | actual costs |
| INNOVIS HEALTH LLC | ||
| B | 85455 | actual costs |
| INNOVIS HEALTH LLC | ||
| C | 346374 | actual costs |
| ST JOSEPH'S MEDICAL CENTER | ||
| B | 129597 | actual costs |
| ST JOSEPH'S MEDICAL CENTER | ||
| C | 82097 | actual costs |
| SMDC Medical Center | ||
| B | 87899 | actual costs |
| SMDC Medical Center | ||
| C | 160000 | actual costs |
| ST MARY'S MEDICAL CENTER | ||
| B | 61307 | actual costs |
| ST MARY'S MEDICAL CENTER | ||
| C | 1072395 | actual costs |
| ST MARY'S MEDICAL CENTER | ||
| P | 172402 | actual costs |
| ST MARY'S MEDICAL CENTER | ||
| Q | 65986 | actual costs |
| ST MARY'S REGIONAL HEALTH CENTER | ||
| B | 74016 | actual costs |
| ST MARY'S REGIONAL HEALTH CENTER | ||
| C | 139098 | actual costs |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule R, Part II, Column (a) | Identifier |
| Explanation | Name: The following Essentia Health entities have a doing business as name. Legal Name; Doing Business As Name Brainerd Lakes Integrated Health System; Essentia Health Central Brainerd Medical Center, Inc.; Essentia Health Brainerd Specialty Clinic Bridges Medical Center; Essentia Health Ada Deer River Healthcare Center, Inc.; Essentia Health Deer River First Care Medical Services; Essentia Health Fosston Graceville Health Center; Essentia Health Holy Trinity Hospital Innovis Health, LLC; Essentia Health West Midwest Medical Equipment & Supply Inc.; Essentia Health Medical Equipment and Supplies Northern Pines Medical Center; Essentia Health Northern Pines Pine Medical Center; Essentia Health Sandstone Polinsky Medical Rehabilitation Center; Essentia Health Polinsky Medical Rehabilitation Center SMDC Medical Center; Essentia Health Duluth St. Joseph's Medical Center; Essentia Health St. Joseph's Medical Center St. Mary's Duluth Clinic Health System; Essentia Health East St. Mary's Hospital of Superior; Essentia Health St. Mary's Hospital-Superior St. Mary's Medical Center; Essentia Health St. Mary's Medical Center St. Mary's Regional Health Center; Essentia Health St. Mary's-Detroit Lakes | Explanation |
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