THE NORTHWEST MINNESOTA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHWEST MINNESOTA FOUNDATION (EIN 41-1556013)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-18
- IRS object ID
- 201323529349300217
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-12-18T09:39:33-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411281737 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER MCDONALD ERICKSON & MOLLER LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 486 | AddressLine1 |
| City | BEMIDJI | City |
| State | MN | State |
| ZIP Code | 566190486 | 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 | 411556013 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST MINNESOTA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 2187592057 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 3RD ST NW | AddressLine1 |
| City | BEMIDJI | City |
| State | MN | State |
| ZIP Code | 56601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY VYSKOCIL | Name |
| Title | PRESIDENT | Title |
| Phone | 2187592057 | Phone |
| Date Signed | 2013-12-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF HAUKEBO | Name |
| PTIN | P00055507 | PTIN |
| Phone | 2187516300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NANCY VYSKOCIL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 3RD ST NW | AddressLine1 |
| City | BEMIDJI | City |
| State | MN | State |
| ZIP Code | 56601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14501654 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NWMF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | THE NORTHWEST MN FOUNDATION INVESTS RESOURCES, CREATES OPPORTUNITIES, AND PROMOTES PHILANTHROPY TO MAKE THE REGION A BETTER PLACE TO LIVE AND WORK. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3239485 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4303938 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 422799 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 372993 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2164318 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1991869 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5826602 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6668800 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1788505 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1697128 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1481314 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1396185 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 140443 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1066948 | OtherExpensePriorYear |
| Other Expenses Current Year | 1316615 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4336767 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4409928 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1489835 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2258872 | RevenuesLessExpensesCY |
| Total Assets BOY | 48212224 | TotalAssetsBOY |
| Total Assets EOY | 53461348 | TotalAssetsEOY |
| Total Liabilities BOY | 4365928 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5136570 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43846296 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48324778 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NORTHWEST MINNESOTA FOUNDATION INVESTS RESOURCES, CREATES OPPORTUNITIES, AND PROMOTES PHILANTHROPY TO MAKE THE REGION A BETTER PLACE TO LIVE AND WORK. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3462615 | Expense |
| Grants | 1697128 | Grants |
| Revenue | 372993 | Revenue |
| Description | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSA) TRAINING AND EDUCATIONTHE FOUNDATION IS COMMITTED TO STRENGTHENING THE ABILITY OF THE REGION'S COMMUNITIES AND ORGANIZATIONS TO CONFRONT PROBLEMS AND ISSUES WITH GOOD DECISION-MAKING SKILLS. THE FOUNDATION BELIEVES THAT SKILLED LEADERSHIP IS ESSENTIAL TO ENSURE THAT PEOPLE RETAIN THE ABILITY TO CREATE A BRIGHT FUTURE FOR THE AREA, AS LEADERSHIP IS A KEY INGREDIENT IN IMPLEMENTING CONSTRUCTIVE CHANGE.A TOTAL OF $452,807 WAS SPENT FOR TRAINING AND EDUCATION IN FY 2013 AND INCLUDED THE FOLLOWING ACTIVITIES: TWO TWO-DAY, ONE-NIGHT AND TWO ONE-DAY ELEMENTARY AND MIDDLE SCHOOL YOUTH LEADERSHIP SESSIONS WERE HELD IN THE FALL OF 2012 WITH 123 PARTICIPANTS. THE RETREAT PARTICIPANTS RETURNED IN THE WINTER FOR TWO TWO-DAY, ONE-NIGHT SESSIONS. A SERIES OF FIFTEEN WORKSHOPS FOR NON-PROFIT MIDDLE-MANAGEMENT AND ABOVE WERE DELIVERED. OVERALL, THERE WERE 340 PARTICIPANTS. TWO ORGANIZATIONAL ASSESSMENTS WERE CONDUCTED THAT WILL ALLOW THESE PARTICIPATING ORGANIZATIONS TO ACCESS TECHNICAL ASSISTANCE GRANTS. AN ADDITIONAL TWELVE NON-PROFITS RECEIVED TECHNICAL ASSISTANCE. LEADERIMPACT TRAINING WAS DELIVERED TO NINETEEN PARTICIPANTS IN FY 2013. THIS REPRESENTS ONE PROGRAM CONSISTING OF TWO RETREATS SEPARATED BY THREE MONTHS DURING WHICH EACH PARTICIPANT RECEIVES PROFESSIONAL COACHING. FORTY-FIVE LEADERIMPACT ALUMNI ATTENDED A FOLLOW-UP SESSION. TECHNICAL ASSISTANCE IS AVAILABLE TO HELP ENTREPRENEURS UNDERSTAND THEIR STRENGTHS AND NEEDS IN ESTABLISHING OR EXPANDING A SELF-EMPLOYMENT OPPORTUNITY. INDIVIDUAL TRAINING WAS PROVIDED THROUGHOUT THE REGION. ADDITIONAL SUPPORT WAS PROVIDED TO ECONOMIC CONFERENCES AND TRAINING PROGRAMS IN THE REGION.B) GRANTSGRANT PROGRAMS HAVE BEEN ESTABLISHED PROVIDING FLEXIBILITY TO NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES AS THEY ADDRESS ORGANIZATIONAL, COMMUNITY AND REGIONAL ISSUES. EACH PROGRAM HAS ITS OWN SET OF PRIORITIES, ELIGIBILITY AND REVIEW PROCESS.A TOTAL OF $1,244,318 WAS AWARDED FOR GRANT PROGRAMS IN FY 2013 AND INCLUDED THE FOLLOWING: FOUR GRANTS TOTALING $7,875 WERE AWARDED FOR CONTINUING SUPPORT OF SMALL BUSINESSES TO RECEIVE ASSISTANCE WITH BUSINESS MANAGEMENT TECHNIQUES. GRANTS ARE MADE TO PROMOTE, PRESERVE OR ADD VALUE TO THE REGIONS NATURAL RESOURCE BASE. ONE GRANT TOTALING $19,000 FOR RESEARCH AND TWO GRANTS TOTALING $27,500 FOR PROMOTION AND PRESERVATION WERE AWARDED UNDER THIS PROGRAM. FOURTEEN GRANTS TOTALING $211,357 WERE AWARDED FOR JOINT VENTURES THAT SPECIFICALLY ADDRESS THE NEEDS OF CHILDREN, FAMILIES AND THE ELDERLY. AS PART OF THE FOUNDATIONS COMMITMENT TO STRENGTHEN THE CAPACITY OF INDIVIDUALS, ORGANIZATIONS AND COMMUNITIES TO SHAPE THEIR FUTURE, WE ADMINISTER COMPONENT FUNDS TO ASSIST COMMUNITIES AND NONPROFIT AGENCIES IN BUILDING THEIR RESOURCES. THERE WERE 380 COMPONENT FUNDS UNDER THIS PROGRAM. A TOTAL OF 344 GRANTS AND SCHOLARSHIPS TOTALING $750,640 WERE AWARDED IN FY 2013. TWO GRANTS TOTALING $20,000 WERE AWARDED FOR THE DEVELOPMENT AND IMPLEMENTATION OF PLANS TO MANAGE GROWTH AND CONTROL DEVELOPMENT WITHIN COMMUNITIES. TWELVE GRANTS TOTALING $144,814 WERE AWARDED TO LOCAL GOVERNMENTS FOR COMMUNITY AND ECONOMIC DEVELOPMENT. THREE GRANTS TOTALING $45,000 WERE AWARDED UNDER A PROGRAM TO HELP ORGANIZATIONS DEVELOP NEW NETWORKS, FOSTER COALITION BUILDING, AND PROMOTE COLLABORATIONS BETWEEN HUMAN SERVICE PROVIDERS, OTHER ORGANIZATIONS, AND/OR PUBLIC AGENCIES. SEVEN GRANTS TOTALING $43,000 WERE AWARDED UNDER THE IDEA (INGENUITY DRIVES ENTREPRENEUR ACCELERATION) PROGRAM, WHICH ASSISTS PROMISING LOCAL ENTREPRENEURS IN THE COMMERCIALIZATION OF INNOVATIVE PRODUCTS, PROCESSES AND DELIVERIES BY CONNECTING THEM TO THE BEST RESOURCES AVAILABLE. ONE GRANT TOTALING $2,000 WAS AWARDED UNDER THE SUSTAINING COMMUNITY SUCCESS TECHNICAL ASSISTANT PROGRAM. THIS PROGRAM FOR COMPONENT FUNDS HAS A TRAINING COMPONENT CONSISTING OF FOUR WORKSHOPS DESIGNED FOR FUND ADVISORY GROUPS: STRATEGIC PLANNING, MARKETING, FUND DEVELOPMENT AND CREATING A LEGACY (GRANTMAKING AND DONOR STEWARDSHIP). IT IS ACCOMPANIED BY INDIVIDUAL TECHNICAL ASSISTANCE IN EACH AREA. A TOTAL OF $26,868 IN PREVIOUSLY AWARDED GRANTS WERE RESCINDED.C) BUSINESS DEVELOPMENTTHE FOUNDATION IS COMMITTED TO IMPROVING THE QUALITY OF LIFE IN THE NORTHWEST REGION OF MINNESOTA. AS A PART OF THAT MISSION, SEVERAL BUSINESS DEVELOPMENT PROGRAMS ARE AVAILABLE TO PROMOTE A HIGH LEVEL OF ECONOMIC OPPORTUNITY IN THE REGION.TWENTY-SEVEN LOANS WERE FUNDED UNDER THE BUSINESS DEVELOPMENT PROGRAMS IN FY 2013 AND INCLUDED THE FOLLOWING: SMALL BUSINESS LOANS ARE AVAILABLE FOR ENTREPRENEURS WHO HAVE EXPERIENCE, EXPERTISE AND A WELL-DEVELOPED BUSINESS PLAN. TWENTY LOANS TOTALING $366,803 WERE FUNDED UNDER THIS PROGRAM. THE REVOLVING LOAN FUND PROGRAM PROVIDES GAP FINANCING FOR BUSINESS START-UPS AND EXPANSIONS WHICH CREATE NEW JOBS AND LEVERAGE ADDITIONAL MONIES. SEVEN LOANS TOTALING $1,230,000 WERE FUNDED UNDER THIS PROGRAM. D) ADMINISTRATIVE EXPENSESTHE FOUNDATION INCURRED $1,765,490 IN ADMINISTRATIVE COSTS FOR DELIVERY OF PROGRAM SERVICES. THESE COSTS INCLUDED SALARIES, FRINGE BENEFITS, PURCHASED SERVICES, OFFICE SUPPLIES, TELEPHONE, SUBSCRIPTIONS, POSTAGE, PRINTING, EDUCATION, TRAVEL, LOAN LOSSES, LOAN INTEREST, PROMOTION, AND OVERHEAD. | Description |
| Total Program Service Expense | 3462615 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIMOTHY WANG | NamePerson |
| Telephone Number | 2187592057 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 3RD ST NW | AddressLine1 |
| City | BEMIDJI | City |
| State | MN | State |
| ZIP Code | 56601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JON LINNELL | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 900 | |||
| TOM ANDERSON | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| PETE HADDELAND | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 50 | |||
| JON QUISTGAARD | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| JODY HORNTVEDT | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| LEAH PIGATTI | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| CATHY FORGIT | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| KRISTIN EGGERLING | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| BOB HAGER | ||||||||
| CHAIR | 3.00 | 0 | 0 | 0 | X | |||
| FAYE AUCHENPAUGH | ||||||||
| VICE CHAIR | 3.00 | 0 | 0 | 0 | X | |||
| LAURIE WILSON | ||||||||
| SECRETARY | 3.00 | 0 | 0 | 0 | X | |||
| JUDY ROY | ||||||||
| TREASURER | 3.00 | 0 | 0 | 0 | X | |||
| NANCY VYSKOCIL | ||||||||
| PRESIDENT | 40.00 | 126990 | 0 | 18111 | X | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 126990 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19061 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPASS CAPITAL MANAGEMENT INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 400 BAKER BUILDING 706 SECO | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 117502 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 102681 | GovernmentGrants |
| All Other Contributions | 4201257 | AllOtherContributions |
| Total Contributions | 4303938 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| INTEREST REVENUE-LOANS | 900099 | 187322 | 187322 |
| PARTICIPATION FEES | 900099 | 170218 | 170218 |
| LOAN APPLICATION FEES | 900099 | 15453 | 15453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 372993 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1066899 | TotalRevenueColumn |
| Exclusion | $1,066,899 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8757824 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7832829 | Securities |
| Other | 25 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 924995 | Securities |
| Other | -25 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 924970 | TotalRevenueColumn |
| Exclusion | $924,970 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6668800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 372993 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,991,869 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1524246 | Total |
| Program Services | 1524246 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172882 | Total |
| Program Services | 172882 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1087747 | Total |
| Program Services | 608999 | ProgramServices |
| Management And General | 419176 | ManagementAndGeneral |
| Fundraising | 59572 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308438 | Total |
| Program Services | 172982 | ProgramServices |
| Management And General | 116599 | ManagementAndGeneral |
| Fundraising | 18857 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Program Services | 6000 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10250 | Total |
| Management And General | 10250 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198393 | Total |
| Program Services | 192172 | ProgramServices |
| Management And General | 6221 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459913 | Total |
| Program Services | 437137 | ProgramServices |
| Management And General | 9718 | ManagementAndGeneral |
| Fundraising | 13058 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24978 | Total |
| Program Services | 120 | ProgramServices |
| Management And General | 22081 | ManagementAndGeneral |
| Fundraising | 2777 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117325 | Total |
| Program Services | 46000 | ProgramServices |
| Management And General | 64173 | ManagementAndGeneral |
| Fundraising | 7152 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23694 | Total |
| Program Services | 13015 | ProgramServices |
| Management And General | 10515 | ManagementAndGeneral |
| Fundraising | 164 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101788 | Total |
| Program Services | 45217 | ProgramServices |
| Management And General | 34813 | ManagementAndGeneral |
| Fundraising | 21758 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27244 | Total |
| Program Services | 19776 | ProgramServices |
| Management And General | 7468 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72566 | Total |
| Program Services | 44082 | ProgramServices |
| Management And General | 28484 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9742 | Total |
| Program Services | 3124 | ProgramServices |
| Management And General | 6618 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LOAN LOSS PROVISION | 139114 | 139114 | ||
| MISCELLANEOUS | 71985 | 25663 | 33750 | 12572 |
| MAINTENANCE AND REPAIR | 44996 | 24267 | 20628 | 101 |
| EDUCATION | 23863 | 12486 | 8322 | 3055 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -15236 | Total |
| Program Services | -24667 | ProgramServices |
| Management And General | 8054 | ManagementAndGeneral |
| Fundraising | 1377 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4409928 | Total |
| Program Services | 3462615 | ProgramServices |
| Management And General | 806870 | ManagementAndGeneral |
| Fundraising | 140443 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150 | BOY |
| EOY | 150 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764188 | BOY |
| EOY | 713685 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323498 | BOY |
| EOY | 290169 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3458 | BOY |
| EOY | 3517 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3590455 | BOY |
| EOY | 3970821 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6374 | BOY |
| EOY | 12399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3459365 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 594981 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237048 | BOY |
| EOY | 2864384 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40946317 | BOY |
| EOY | 44252983 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171225 | BOY |
| EOY | 1191818 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169511 | BOY |
| EOY | 161422 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48212224 | BOY |
| EOY | 53461348 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282271 | BOY |
| EOY | 227201 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273723 | BOY |
| EOY | 322682 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29387 | BOY |
| EOY | 1747 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1051923 | BOY |
| EOY | 2174287 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2728624 | BOY |
| EOY | 2410653 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4365928 | BOY |
| EOY | 5136570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385115 | BOY |
| EOY | 424628 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15079947 | BOY |
| EOY | 17323114 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28381234 | BOY |
| EOY | 30577036 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43846296 | BOY |
| EOY | 48324778 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48212224 | BOY |
| EOY | 53461348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2258872 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2219610 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | 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 | 3260795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3551877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3696459 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3239485 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4303938 | CurrentTaxYear |
| Total | 18052554 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3260795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3551877 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3696459 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3239485 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4303938 | CurrentTaxYear |
| Total | 18052554 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2747395 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15305159 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1378875 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1386181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1419047 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2164318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1991869 | CurrentTaxYear |
| Total | 8340290 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26392844 | TotalSupport |
| Gross Receipts From Admissions Etc | 2194303 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.57990 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54130 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Number DA Fs Held | 24 | NumberDAFsHeld |
| Donor Advised Contributions | 101684 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 29050 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 3313804 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34062686 | BeginningOfYearBalance |
| Contributions | 2223180 | Contributions |
| Investment Earnings Or Losses | 4057003 | InvestmentEarningsOrLosses |
| Other Expenditures | 1629303 | OtherExpenditures |
| Administrative Expenses | -33021 | AdministrativeExpenses |
| End Of Year Balance | 38746587 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33218360 | BeginningOfYearBalance |
| Contributions | 1104892 | Contributions |
| Investment Earnings Or Losses | 1383996 | InvestmentEarningsOrLosses |
| Other Expenditures | 1544795 | OtherExpenditures |
| Administrative Expenses | 99767 | AdministrativeExpenses |
| End Of Year Balance | 34062686 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27802534 | BeginningOfYearBalance |
| Contributions | 1530559 | Contributions |
| Investment Earnings Or Losses | 5704204 | InvestmentEarningsOrLosses |
| Other Expenditures | 1507476 | OtherExpenditures |
| Administrative Expenses | 311461 | AdministrativeExpenses |
| End Of Year Balance | 33218360 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26132066 | BeginningOfYearBalance |
| Contributions | 1378023 | Contributions |
| Investment Earnings Or Losses | 2168912 | InvestmentEarningsOrLosses |
| Other Expenditures | 1427607 | OtherExpenditures |
| Administrative Expenses | 448860 | AdministrativeExpenses |
| End Of Year Balance | 27802534 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31761703 | BeginningOfYearBalance |
| Contributions | 252147 | Contributions |
| Investment Earnings Or Losses | -4257358 | InvestmentEarningsOrLosses |
| Other Expenditures | 1601766 | OtherExpenditures |
| Administrative Expenses | 97912 | AdministrativeExpenses |
| End Of Year Balance | 26056814 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.78920 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21080 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 283017 | OtherCostOrOtherBasis |
| Book Value | 283017 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2655621 | OtherCostOrOtherBasis |
| Depreciation | 224140 | Depreciation |
| Book Value | 2431481 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 520727 | OtherCostOrOtherBasis |
| Depreciation | 370841 | Depreciation |
| Book Value | 149886 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2864384 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYABLE | $455,840 |
| AGENCY ENDOWMENT LIABILITY | $1,604,813 |
| GRANITE EQUITY PARTNERS SUBSCRIPTION PAYABLE | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2410653 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 8888410 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2219610 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2219610 | RevenueNotRptdF990 |
| Revenue Subtotal | 6668800 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6668800 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4409928 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4409928 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4409928 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | ENDOWMENT FUNDS ARE HELD AND ADMINISTERED FOR THE PURPOSE OF CONTINUING THE ADMINISTRATION AND PROGRAM ACTIVITIES OF THE NORTHWEST MINNESOTA FOUNDATION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (50 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| ADULT DAY CARE SERVICES INC | ||||||
| 620 CARR LAKE RD | BEMIDJI | MN | 56601 | 431960840 | 12500 | FOR HEALTH & QUALITY ASSURANCE IMPLEMENTATION |
| AGASSIZ AUDUBON SOCIETY | ||||||
| 27391 190TH ST NW | WARREN | MN | 56762 | 411434405 | 11200 | FOR AUDUBON COMMUNITY BIRDWATCH PROJECT |
| CITY OF ARGYLE | ||||||
| PO BOX 288 | ARGYLE | MN | 56713 | 416004940 | 5875 | FOR AREDA GAZEBO SIDEWALK REPLACEMENT |
| BADGER AREA ARENA ASSOCIATION | ||||||
| PO BOX 154 | BADGER | MN | 56714 | 743073732 | 33720 | FOR ARENA |
| BEMIDJI AREA SCHOOLS DIST #31 | ||||||
| 502 MINNESOTA AVE | BEMIDJI | MN | 56601 | 416000181 | 30344 | FOR SCHOOL ACTIVITIES EQUIPMENT AND SERVICES |
| BEMIDJI STATE UNIVERSITY | ||||||
| 1500 BIRCHMONT DR | BEMIDJI | MN | 56601 | 411687554 | 24639 | FOR DIRECT DIGITAL MANUFACTURING PLANNING PROJECT |
| BRIAN R BERDAHL | ||||||
| 208 RIVER ST NE | RED LAKE FALLS | MN | 56750 | 455617756 | 10000 | FOR IDEA WINNER AWARD |
| CITY OF BLACKDUCK | ||||||
| PO BOX 380 | BLACKDUCK | MN | 56630 | 416004988 | 10000 | FOR BLACKDUCK BEAUTIFUL |
| BOYS & GIRLS CLUB OF BEMIDJI AREA | ||||||
| PO BOX 191 | BEMIDJI | MN | 56619 | 810599601 | 6250 | FOR VOLUNTEER PARTNERSHIP PROJECT |
| BRIDGES MEDICAL CENTER | ||||||
| 201 9TH ST W | ADA | MN | 56510 | 200479568 | 10000 | FOR TWIN VALLEY COMMUNITY WELLNESS CENTER PLANNING PROJECT |
| JACK V LUNDBOHM | ||||||
| 317 2ND ST NW | ROSEAU | MN | 56751 | 422672792 | 10000 | FOR IDEA WINNER AWARD |
| MCINTOSH HERITAGE & ARTS CENTER | ||||||
| PO BOX 3 | MCINTOSH | MN | 56556 | 273774972 | 6000 | FOR MCINTOSH HISTORIC SCHOOL REUTILIZATION INITIATIVE |
| THE NATURE CONSERVANCY MINNESOTA CHAPTER | ||||||
| 1101 W RIVER PKWY | MINNEAPOLIS | MN | 55415 | 530242654 | 16667 | FOR NORTHWEST MINNESOTA RENEWABLE ENERGY PROJECT |
| NAYTAHWAUSH COMMUNITY CHARTER SCHOOL DIST #4155 | ||||||
| PO BOX 9 | NAYTAHWAUSH | MN | 56566 | 202309944 | 25000 | FOR MAHNOMEN/NAYTAHWAUSH 6TH-7TH TRANSITION INITIATIVE |
| NORTHERN DENTAL ACCESS CENTER | ||||||
| PO BOX 279 | BEMIDJI | MN | 56601 | 841711812 | 10500 | FOR ORAL HEALTH PREVENTION SERVICE EXPANSION TO NW MN COMMUNITIES |
| NORTHWEST COMMUNITY ACTION INC | ||||||
| PO BOX 67 | BADGER | MN | 56714 | 410888567 | 10000 | FOR KARLSTAD DISASTER ASSISTANCE |
| NORTHWEST PRIVATE INDUSTRY COUNCIL | ||||||
| 220 PENNINGTON AVE | THIEF RIVER FALLS | MN | 56701 | 363469532 | 7000 | FOR NORTHERN VALLEY CAREER EXPO |
| NORTHWEST REGIONAL DEVELOPMENT COMMISSION | ||||||
| 115 S MAIN STE 1 | WARREN | MN | 56762 | 411231594 | 12500 | FOR BEMIDJI PALLIATIVE CARE INITIATIVE |
| NORTHWEST REGIONAL SUSTAINABLE DEV PARTNERSHIP | ||||||
| 510 COUNTY ROAD 71 | CROOKSTON | MN | 56716 | 416007513 | 12500 | FOR A SOCIAL SCIENCE ASSESSMENT OF CONSERVATION PRACTICES IN THE RED |
| NORTHWEST RESEARCH AND OUTREACH CENTER | ||||||
| BIOENERGY UNIVERSITY OF MINNESOTA | CROOKSTON | MN | 56716 | 416007513 | 10934 | FOR ASSESSMENT OF CATTAIL COVER IN NORTHWEST MINNESOTA AND POTENTIAL FOR HARVEST AND WETLAND MANAGEMENT |
| NORTHWEST SERVICE COOPERATIVE | ||||||
| 114 1ST ST | THIEF RIVER FALLS | MN | 56701 | 363138464 | 12500 | FOR SECONDARY SCHOOL REFORM IN NORTHERN MINNESOTA THROUGH REFLECTIVE PROFESSIONAL DEVELOPMENT |
| CITY OF STEPHEN | ||||||
| PO BOX 630 | STEPHEN | MN | 56757 | 416005860 | 6500 | FOR DONATIONS TOWARDS NEW FIRE TRUCK |
| STEPHEN-ARGYLE SCHOOLS ISD #2856 | ||||||
| PO BOX 279 | ARGYLE | MN | 56713 | 411843125 | 7000 | FOR DOLLY PARTON IMAGINARY LIBRARY |
| TRI-VALLEY OPPORTUNITY COUNCIL INC | ||||||
| PO BOX 607 | CROOKSTON | MN | 56716 | 410888488 | 6250 | FOR FAMILY VOICE & CHOICE NETWORK |
| UNIVERSITY OF MINNESOTA-CROOKSTON | ||||||
| 107A SELVIG HALL | CROOKSTON | MN | 56716 | 416077513 | 25000 | FOR COLLEGE AND CAREER PREPARATION 101 |
| VILLAGE OF HOPE | ||||||
| PO BOX 1035 | BEMIDJI | MN | 56619 | 363418205 | 7500 | FOR TRAUMA SERVICES |
| WARREN SENIOR CENTER | ||||||
| 129 W JOHNSON AVE | WARREN | MN | 56762 | 410872993 | 6378 | FOR EQUIPMENT ACQUISITIONS AND REPAIRS |
| WARROAD INDEPENDENT SCHOOL DIST #690 | ||||||
| 510 CEDAR AVE NW | WARROAD | MN | 56763 | 416003720 | 45000 | FOR POOL RENOVATION/SWIM PROGRAM SUPPORT |
| WARROAD MEMORIAL ARENA ASSOCIATION | ||||||
| PO BOX 9 | WARROAD | MN | 56763 | 363310495 | 33000 | FOR COMPRESSOR REPLACEMENT AND PLEXIGLASS REPLACEMENT |
| CITY OF OSLO | ||||||
| PO BOX 187 | OSLO | MN | 56744 | 416008886 | 7500 | FOR COMPREHENSIVE PLAN AND ZONING ORDINANCE |
| PARK RAPIDS COMMUNITY DEVELOPMENT CORPORATION | ||||||
| PO BOX 411 | PARK RAPIDS | MN | 56470 | 452181580 | 11488 | FOR UPPER MISSISSIPPI CENTER FOR THE ARTS PLANNING PROCESS |
| PEACEMAKER RESOURCES | ||||||
| 3124 HANNAH AVENUE | BEMIDJI | MN | 56601 | 450507287 | 11500 | PHASE ONE: SCIENTIFIC EVALUATION OF THE STAR PROGRAM |
| POLK COUNTY DAC | ||||||
| 515 5TH AVE S | CROOKSTON | MN | 56716 | 410884441 | 10000 | FOR MULTI SENSORY ENVIRONMENT |
| POLK COUNTY PUBLIC HEALTH | ||||||
| C/O GINA GUNDERSON | CROOKSTON | MN | 56716 | 416005869 | 7000 | FOR CASTLE PARK NATURE BASED PLAY SPACE |
| PREVENT CHILD ABUSE MINNESOTA | ||||||
| 709 UNIVERSITY AVE W | SAINT PAUL | MN | 55104 | 411354842 | 12500 | FOR RED LAKE TEEN PARENT SUPPORT |
| RED LAKE BAND OF CHIPPEWA INDIANS | ||||||
| PO BOX 550 | RED LAKE | MN | 56671 | 410692381 | 33000 | FOR WARRIOR CHALLENGE |
| RED LAKE FALLS SCHOOL DIST #630 | ||||||
| PO BOX 399 | RED LAKE FALLS | MN | 56750 | 416003461 | 10233 | FOR CLASSROOM INSTRUCTION EQUIPMENT |
| ROSEAU COUNTY HISTORICAL SOCIETY | ||||||
| 121 CENTER ST E STE | ROSEAU | MN | 56751 | 237120887 | 10000 | FOR PINECREEK LOG CHURCH RESTORATION PROJECT |
| SANFORD HEALTH FOUNDATION OF NORTHERN MINNESOTA | ||||||
| 1300 ANNE ST NW | BEMIDJI | MN | 56601 | 411389317 | 6000 | FOR TOGETHER FOR LIFE |
| CLEARWATER COUNTY | ||||||
| 213 MAIN AVE N | BAGLEY | MN | 56621 | 416005779 | 11461 | FOR HOSPICE ROOM |
| CLEARWATER COUNTY HOSPICE INC | ||||||
| 213 MAIN AVE N | BAGLEY | MN | 56621 | 416005779 | 55740 | FOR HOSPICE CLINICAL SOFTWARE, FUNDRAISING, AND WORKSHOP |
| CITY OF CROOKSTON | ||||||
| 124 N BROADWAY | CROOKSTON | MN | 56716 | 416005076 | 17629 | FOR GOLF SIMULATOR |
| EVERGREEN YOUTH & FAMILY SERVICES INC | ||||||
| PO BOX 662 | BEMIDJI | MN | 56619 | 411297737 | 6250 | FOR DEVELOPMENT OF A HOUSING SPECIALIST POSITION |
| CITY OF FERTILE | ||||||
| PO BOX 628 | FERTILE | MN | 56540 | 416005154 | 5925 | FOR SIGN |
| GREATER BEMIDJI | ||||||
| PO BOX 602 | BEMIDJI | MN | 56619 | 363367707 | 16500 | FOR GREATER BEMIDJI AREA BRANDING STRATEGY |
| HEADWATERS ANIMAL SHELTER | ||||||
| PO BOX 573 | PARK RAPIDS | MN | 56470 | 311610621 | 10000 | FOR GENERAL MAINTENANCE |
| HEADWATERS REGIONAL DEVELOPMENT COMMISSION | ||||||
| PO BOX 906 | BEMIDJI | MN | 56619 | 410983661 | 12500 | FOR CREATING A SUSTAINABLE EDUCATION MOVEMENT: IMPACT 2020 EDUCATION |
| HUBBARD COUNTY EDC | ||||||
| 301 COURT AVE | PARK RAPIDS | MN | 56470 | 204208381 | 10000 | FOR OPERATING EXPENSES |
| LAKE OF THE WOODS HUMANE SOCIETY | ||||||
| PO BOX 1103 | BAUDETTE | MN | 56623 | 411941034 | 10000 | FOR SPAY AND NEUTERING EXPENSES |
| LIVING AT HOME- PARK RAPIDS | ||||||
| PO BOX 465 | PARK RAPIDS | MN | 56470 | 411968154 | 6250 | FOR GERIATRIC CARE MANAGEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 48 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| BUSINESS TECHNICAL ASSISTANCE | 4 | 7875 |
| SCHOLARSHIP | 135 | 88425 |
| IDEA AWARD WINNERS | 2 | 20000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: AFTER A GENERAL GRANT IS AWARDED, AN AWARD LETTER IS SENT WHICH IS SIGNED BY THE GRANTEE. THIS LETTER IS SUBJECT TO THE GRANTEE ACCEPTING TERMS IN THE AWARD LETTER INCLUDING WHEN PAYMENTS WILL BE SENT AND WHEN REPORTS WILL BE DUE. NORMALLY THE FIRST PAYMENT IS SENT AFTER THE GRANTEE SIGNS THIS AGREEMENT. FOLLOWING PAYMENTS ARE SENT AFTER SENDING IN SATISFACTORY REPORTS. WITH COMPONENT FUNDS, PAYMENT IS SENT AFTER REQUIRED MATERIALS ARE RECEIVED FROM THE ADVISORY COMMITTEE. SCHOLARSHIP PAYMENTS ARE SENT DIRECTLY TO THE POST-SECONDARY SCHOOLS AFTER REQUIRED INFORMATION IS RECEIVED FROM THE STUDENTS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50532 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WILL BE PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS MUST YEARLY SIGN THE CONFLICT OF INTEREST POLICY, WHICH IS WRITTEN TO EMPHASIZE FAIRNESS, CONSISTENCY AND INTEGRITY IN ALL OF ITS DECISION-MAKING, TO ENSURE THERE WILL BE NO BASIS FOR LEGAL ACTION OR ACCUSATIONS OF SELF-DEALING. THE BOARD WILL EXCLUDE ANY MEMBER FROM ALL DELIBERATIONS AND DECISIONS CONCERNING ACTIONS ON ANY PROJECT, SERVICE OR OTHER MATTER PROPOSED FOR FUNDING IN WHICH SUCH MEMBER MAY HAVE A DIRECT OR INDIRECT FIDUCIARY INTEREST. ANY MEMBER OF THE BOARD MAY QUESTION ANOTHER BOARD MEMBER AS TO CONFLICT OF INTEREST, AND THE BOARD OF DIRECTORS AS A WHOLE WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT IS SUBJECT TO ANNUAL REVIEW BY THE BOARD WHO SUBSEQUENTLY DETERMINES THE SALARY. OTHER KEY EMPLOYEES ARE REVIEWED BY SUPERVISORS AND THE PRESIDENT DETERMINES SALARY BASED ON EXTERNAL DATA. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S 990 AND ANNUAL REPORT (INCLUDING FINANCIAL STATEMENTS) ARE AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC. | |
| FORM 990, PART IX, LINE 11G | MISCELLANEOUS: PROGRAM SERVICE EXPENSES 437,137. MANAGEMENT AND GENERAL EXPENSES 9,718. FUNDRAISING EXPENSES 13,058. TOTAL EXPENSES 459,913. | OTHER FEES |
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