Medica Research Institute: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Medica Research Institute (EIN 27-0600894)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349300901
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T07:55:19-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL SUITE 1100 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270600894 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICA RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEDI | NameControl |
| Phone | 9529922058 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AARON REYNOLDS | Name |
| Title | EVP/CAO | Title |
| Phone | 9529922058 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD A JACKSON | Name |
| PTIN | P00092672 | PTIN |
| Phone | 6123324300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICA RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID TILFORD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6515974 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF MEDICA RESEARCH FOUNDATION IS TO CONDUCT RESEARCH THAT GENERATES INFORMATION FOR TIMELY TRANSLATION INTO ACTIVITIES, WHICH PROTECT HEALTH AND IMPROVE LIVES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6500000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6500000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2010 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13964 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6500000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6515974 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 149999 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 61750 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1082426 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 793398 | OtherExpensePriorYear |
| Other Expenses Current Year | 494911 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 943397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1639087 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5556603 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4876887 | RevenuesLessExpensesCY |
| Total Assets BOY | 9020974 | TotalAssetsBOY |
| Total Assets EOY | 13635117 | TotalAssetsEOY |
| Total Liabilities BOY | 533601 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 270857 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8487373 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13364260 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PURPOSE OF MEDICA RESEARCH FOUNDATION IS TO PRODUCE GENERALIZABLE KNOWLEDGE FOR PUBLIC BENEFIT IN ALIGNMENT WITH OUR MISSION AND VISION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 61750 | Expense |
| Grants | 61750 | Grants |
| Revenue | 13964 | Revenue |
| Description | THE INSTITUTE GAVE A MONETARY CONTRIBUTION OF $50,000 TO THE MINNESOTA MEDICAL FOUNDATION IN SUPPORT OF A UNIVERSITY OF MINNESOTA DOCTORAL STUDENT. THIS STUDENT WAS NAMED AS THE FIRST MRI SCHOLAR AND WORKED ALONGSIDE INVESTIGATORS AT THE INSTITUTE TO GAIN VALUABLE EXPERIENCE IN APPLIED RESEARCH. THIS PROGRAM IS PART OF THE INSTITUTE'S COMMITMENT TO CONTRIBUTE TO THE EDUCATION OF THE NEXT GENERATION OF HEALTH SERVICES RESEARCHERS. THE REMAINING $11,750 WAS GIVEN TO SUPPORT THREE RESEARCH CONFERENCES: $5,000 TO MINNESOTA MEDICAL FOUNDATION'S "BRAIN SCIENCE: THE NEXT FRONTIER" CONFERENCE; $5,000 TO AMERICAN SOCIETY OF HEALTH ECONOMISTS' 4TH BIENNIAL CONFERENCE; $1,750 TO 16TH ANNUAL MINNESOTA HEALTH SERVICES RESEARCH CONFERENCE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 955676 | Expense |
| Description | DURING 2011 THE INSTITUTE HIRED FOUR DOCTORAL-LEVEL RESEARCHERS AND RECEIVED FOUR EXTRAMURAL RESEARCH AWARDS. AS A RESULT, COLLABORATIVE PARTNERSHIPS WERE FORMED WITH OTHER RESEARCH INSTITUTIONS IN THE REGION. THE INSTITUTE AIMS TO PUBLISH THE RESEARCH FINDINGS OF ALL FUNDED STUDIES AND SHARE THEM IN THE PUBLIC DOMAIN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 62583 | Expense |
| Description | THE INSTITUTE CONTINUED TO ADMINISTER ITS INTRAMURAL AWARDS PROGRAM (IAP), WHICH WAS INITIATED IN 2010. THE PROGRAM PROVIDED INSTITUTE INVESTIGATORS WITH THE OPPORTUNITY TO CONDUCT PILOT AND FEASIBILITY STUDIES USING INTERNAL RESOURCES AS WELL AS EXTERNAL CONSULTANTS. THE IAP IS INCLUDED IN THE INSTITUTE'S BUDGET AND HAS THE APPROVAL OF THE INSTITUTE'S BOARD OF DIRECTORS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1080009 | 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 | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY QUIST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9529922058 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID TILFORD | ||||||
| CHAIR | 40.00 | X | X | 0 | 2223128 | 171530 |
| CHARLES FAZIO | ||||||
| VICE CHAIR/EXECUTIVE DIREC | 40.00 | X | X | 0 | 641132 | 62078 |
| JAMES JACOBSON | ||||||
| SECRETARY | 40.00 | X | X | 0 | 553401 | 68830 |
| AARON REYNOLDS | ||||||
| TREASURER | 40.00 | X | X | 0 | 1194598 | 114174 |
| GLENN ANDIS | ||||||
| DIRECTOR/SVP GOVERNMENT | 40.00 | X | 0 | 658334 | 83949 | |
| ROBERT LONGENDYKE | ||||||
| DIRECTOR/SVP MARKETING & C | 40.00 | X | 0 | 576176 | 74300 | |
| PATRICIA DENNIS | ||||||
| DIRECTOR/VP | 40.00 | X | 0 | 330938 | 56899 | |
| TIM THULL | ||||||
| DIRECTOR/VP | 40.00 | X | 0 | 374662 | 62119 | |
| KRISTINA BLOOMQUIST | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 119409 | 20089 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 6671778 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 713968 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 6500000 | RelatedOrganizations |
| Total Contributions | 6500000 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2010 | TotalRevenueColumn |
| Exclusion | $2,010 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13964 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13964 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13964 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6515974 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13964 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,010 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61750 | Total |
| Program Services | 61750 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 885041 | Total |
| Program Services | 632172 | ProgramServices |
| Management And General | 252869 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126956 | Total |
| Program Services | 90683 | ProgramServices |
| Management And General | 36273 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70429 | Total |
| Program Services | 50306 | ProgramServices |
| Management And General | 20123 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050 | Total |
| Management And General | 1050 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333 | Total |
| Management And General | 333 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170454 | Total |
| Program Services | 170454 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635 | Total |
| Management And General | 635 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1329 | Total |
| Management And General | 1329 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20622 | Total |
| Program Services | 10311 | ProgramServices |
| Management And General | 10311 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Management And General | 7000 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6048 | Total |
| Management And General | 6048 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICA ALLOCATIONS | 277854 | 64333 | 213521 |
| DUES, LICENSE & SUBSCRI | 5428 | 5428 | |
| PUBLIC RELATIONS | 2769 | 2769 | |
| RECRUITING EXPENSE | 1338 | 1338 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51 | Total |
| Management And General | 51 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1639087 | Total |
| Program Services | 1080009 | ProgramServices |
| Management And General | 559078 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9020974 | BOY |
| EOY | 13623018 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12099 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9020974 | BOY |
| EOY | 13635117 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 383602 | BOY |
| EOY | 182771 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149999 | BOY |
| EOY | 88086 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 533601 | BOY |
| EOY | 270857 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8487373 | BOY |
| EOY | 13364260 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8487373 | BOY |
| EOY | 13364260 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9020974 | BOY |
| EOY | 13635117 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4876887 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICA HEALTH PLANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411242261 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $61,750 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 61750 | SumOfAmounts |
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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA MEDICAL FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NW 5957 PO BOX 1450 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554855957 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 416007513 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 55000 | AmountOfCashGrant |
| Purpose Of Grant | $50,000 - SUPPORT FOR DOCTORAL STUDENT - NAMED THE FIRST "MRI SCHOLAR" TO WORK ALONGSIDE INVESTIGATORS AT THE INSTITUTE TO GAIN VALUABLE EXPERIENCE IN APPLIED RESEARCH. $5,000 - SUPPORT OF MENTAL HEALTH AWARENESS CONFERENCE. | PurposeOfGrant |
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: THE INSTITUTE REQUIRES GRANT RECIPIENTS TO REGULARLY REPORT ON THE STATUS OF ALL GRANTS. ON A QUARTERLY BASIS, GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A STATUS REPORT AND AN ACCOUNTING OF THE QUARTER'S EXPENDITURES AS COMPARED TO BUDGET. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID TILFORD | |||||||||||||
| 0 | 716388 | 0 | 1355364 | 0 | 151376 | 0 | 160702 | 0 | 10828 | 0 | 2394658 | 0 | 0 |
| CHARLES FAZIO | |||||||||||||
| 0 | 201387 | 0 | 390860 | 0 | 48885 | 0 | 54670 | 0 | 7408 | 0 | 703210 | 0 | 0 |
| JAMES JACOBSON | |||||||||||||
| 0 | 255315 | 0 | 278150 | 0 | 19936 | 0 | 54968 | 0 | 13862 | 0 | 622231 | 0 | 0 |
| AARON REYNOLDS | |||||||||||||
| 0 | 417853 | 0 | 685774 | 0 | 90971 | 0 | 100814 | 0 | 13360 | 0 | 1308772 | 0 | 0 |
| GLENN ANDIS | |||||||||||||
| 0 | 270321 | 0 | 329280 | 0 | 58733 | 0 | 70053 | 0 | 13896 | 0 | 742283 | 0 | 0 |
| ROBERT LONGENDYKE | |||||||||||||
| 0 | 250288 | 0 | 277552 | 0 | 48336 | 0 | 60297 | 0 | 14003 | 0 | 650476 | 0 | 0 |
| PATRICIA DENNIS | |||||||||||||
| 0 | 169023 | 0 | 142049 | 0 | 19866 | 0 | 42529 | 0 | 14370 | 0 | 387837 | 0 | 0 |
| TIM THULL | |||||||||||||
| 0 | 207206 | 0 | 149749 | 0 | 17707 | 0 | 47318 | 0 | 14801 | 0 | 436781 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 3 | MEDICA RESEARCH FOUNDATION, THE FILING ORGANZATION, DOES NOT PAY COMPENSATION. ALL COMPENSATION IS PAID BY MEDICA HEALTH PLANS, A RELATED ORGANIZATION. WHEN ESTABLISHING COMPENSATION MEDICA HEALTH PLANS UTILIZES THE FOLLOWING; COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | THE FOLLOWING RECEIVED A SUPPLEMENT NONQUALIFIED RETIREMENT PLAN PAYMENT FROM MEDICA HEALTH PLANS, A RELATED ORGANIZATION: DAVID TILFORD $44,254 AARON REYNOLDS $23,293 CHARLIE FAZIO $ 9,929 GLENN ANDIS $12,098 ROBERT LONGENDYKE $ 9,112 THE FOLLOWING PARTICIPATED IN, BUT DID NOT RECEIVE A PAYMENT, FROM A SUPPLEMENT NONQUALIFIED RETIREMENT PLAN FROM MEDICA HEALTH PLANS, A RELATED ORGANIZATION: JAMES JACOBSON |
| PART I, LINE 6 | MANAGEMENT INCENTIVE COMPENSATION INCLUDES COMPONENTS RELATED TO OPERATING EARNINGS OF MEDICA HEALTH PLANS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MEDICA'S TAX ADVISORS COMPLETE THE RETURN, STAFF AT THE DIRECTOR LEVEL AND ABOVE IN BOTH MEDICA RESEARCH INSTITUTE AND MEDICA FINANCE DEPARTMENT REVIEW THE RETURN BEFORE IT IS SIGNED BY THE CFO. A COPY OF THE 990 WILL ALSO BE PRESENTED TO THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEDICA'S GENERAL COUNSEL MONITORS THE ANNUAL COMPLETION OF ALL EMPLOYEES' CONFLICT OF INTEREST STATEMENTS. ALSO, AT THE BEGINNING AND THE END OF EACH RESEARCH STUDY, THE INSTITUTE'S RESEARCH COMPLIANCE MANAGER MONITORS COMPLETION OF CONFLICT OF INTEREST STATEMENTS FOR ALL PROJECT STAFF. SANCTION CHECKS ARE CONDUCTED ON ALL INSTITUTE EMPLOYEES UPON HIRE. CORRECTIVE ACTION IS TAKEN IF EMPLOYEES FAIL TO SUBMIT NECESSARY DISCLOSURES, INTENTIONALLY SUBMIT ERRONEOUS OR INACCURATE INFORMATION, OR FAIL TO ABIDE BY ANY CONFICT OF INTEREST STRATEGIES IMPOSED BY MEDICA'S GENERAL COUNSEL OR THE INSTITUTE'S RESEARCH COMPLIANCE MANAGER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | MEDICA RESEARCH FOUNDATION DOES NOT HAVE ANY EMPLOYEES. ALL COMPENSATION IS PAID BY MEDICA HEALTH PLANS, A RELATED ORGANZATION. MEDICA HEALTH PLANS USES THE FOLLOWING PROCESS TO DETERMINE COMPENSATION. THE PERSONNEL AND COMPENSATION COMMITTEE, AS DESCRIBED IN THE CHARTER, REVIEWS AND OBTAINS THE BOARD'S APPROVAL FOR TOTAL COMPENSATION FOR THE PRESIDENT/CEO. THE COMMITTEE ALSO REVIEWS AND APPROVES TOTAL COMPENSATION RECOMMENDATIONS MADE BY THE CEO FOR THE EXECUTIVE AND SENIOR VICE PRESIDENTS, AND REVIEWS ALL OFFICER COMPENSATION AND ANNUAL PERFORMANCE GOALS APPROVED BY THE CEO. THE COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD REGARDING OFFICER AND NON-OFFICER COMPENSATION GUIDELINES FOR MEDICA AND ITS SUBSIDIARIES, PERIODICALLY REVIEWING MARKET DATA TO ASSESS MEDICA'S COMPETITIVE POSITION. OUTSIDE THE CHARTER, THE PERSONNEL AND COMPENSATION COMMITTEE WORKS WITH AN OUTSIDE CONSULTANT TO REVIEW MARKET DATA THAT AIDS IN SETTING COMPENSATION FOR MEDICA'S OFFICERS AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ARTICLES AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FORM 990S ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, COLUMN B | CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII SPLIT THEIR TIME BETWEEN SEVERAL OF THE MEDICA ENTITIES (MEDICA HEALTH PLANS, MEDICA HEALTH PLANS WI, MEDICA FOUNDATION, AND MEDICA RESEARCH FOUNDATION). THE AVERAGE HOURS PER WEEK REPORTED IN PART VII ARE THE TOTAL HOURS PER WEEK FOR ALL FOUR MEDICA ORGANIZATIONS. | AVERAGE HOURS PER WEEK |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 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 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MEDICA FOUNDATION | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411812461 | FOUNDATION | MN | 501(C)(3) | TYPE II SUPORT ORG | MEDICA HOLDING COMPANY | 1 | |
| MEDICA HEALTH PLANS OF WI | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411843804 | HEALTH COVERAGE | MN | 501(C)(4) | MEDICA HOLDING COMPANY | 1 | ||
| MEDICA HOLDING COMPANY | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 010571840 | HOLDING CO/NO ACTIVITY | MN | 501(C)(4) | 0 | N/A | ||
| MEDICA HEALTH PLANS | |||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411242261 | HEALTH COVERAGE | MN | 501(C)(4) | MEDICA HOLDING COMPANY | 1 | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| MEDICA INSURANCE COMPANY | ||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411490988 | HEALTH INSURANCE | MN | MEDICA AFFILIATED SERVICES | C |
| MEDICA SELF-INSURED | ||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411479417 | 3RD PARTY ADMINISTRATOR | MN | MEDICA AFFILIATED SERVICES | C |
| MEDICA AFFILIATED SERVICES | ||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411716415 | HOLDING COMPANY | MN | MEDICA HOLDING COMPANY | C |
| MEDICA HEALTH MANAGEMENT | ||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 208005519 | HEALTH MANAGEMENT | MN | MEDICA AFFILIATED SERVICES | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MEDICA HEALTH PLANS | ||
| C | 6500000 | ACTUAL AMOUNT |
| MEDICA HEALTH PLANS | ||
| M | 556328 | ACTUAL AMOUNT |
| MEDICA HEALTH PLANS | ||
| N | 1082426 | ACTUAL AMOUNT |
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