2026-05-15T10:59:36-05:00 2025-12-31 992923038 BRADY MARTZ PLLC PO BOX 14296 GRAND FORKS ND 582084296 990 2025-01-01 721524988 ANNE CARLSEN CENTER FOUNDATION ANNE 8005685175 2200 20TH ST SW JAMESTOWN ND 58402 STEPHANIE NELSON CEO 8005685175 2026-05-12 1 NICOLE HELDSTAB P01220683 7017754685 2026-05-12 2025 2025-03-06 01:10:19Z ANNE CARLSEN FOUNDATION STEPHANIE NELSON 2200 20TH ST SW JAMESTOWN ND 58402 9776615 0 X WWW.ANNECARLSEN.ORG X 2003 ND TO SUPPORT THE MISSION AND PURPOSE OF ANNE CARLSEN. 17 17 0 49 0 0 3213770 3276939 0 0 2882348 4386341 84572 31360 6180690 7694640 357459 70927 0 0 1161014 1126829 0 0 1807342 890494 680513 2408967 1878269 3771723 5816371 89466008 96437396 88970 129764 89377038 96307632 TO SUPPORT THE MISSION AND PURPOSE OF ANNE CARLSEN, NORTH DAKOTA BY SOLICITING, RECEIVING, HOLDING, INVESTING, ADMINISTERING, DISTRIBUTING AND DISBURSING DONATED FUNDS AND ANY AND ALL TYPES OF DONATED OR PERSONAL PROPERTY IN SUPPORT OF THAT MISSION. 0 0 70927 70927 TO SUPPORT THE MISSION AND PURPOSE OF ANNE CARLSEN. 70927 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN WA WI X THE ORGANIZATION 7019525101 2200 20TH ST SW JAMESTOWN ND 58401 KELLY RACHEL CHAIR 1.50 1.50 X X 0 0 0 THOMAS ROLFSTAD LEFT AUG 2025 DIRECTOR 1.00 1.00 X 0 0 0 TAMMY VALVO SECRETARY/TREASURER 1.50 1.50 X X 0 0 0 RUTH BERGSTROM DIRECTOR 1.00 1.00 X 0 0 0 PETER JOHNSON VICE CHAIR 1.50 1.50 X X 0 0 0 MICHELLE STRINDEN DIRECTOR 1.00 1.00 X 0 0 0 LORI NORDBY LEFT AUG 2025 DIRECTOR 1.00 1.00 X 0 0 0 GRETCHEN STENEHJEM DIRECTOR 1.00 1.00 X 0 0 0 LAUREL NELSON DIRECTOR 1.00 1.00 X 0 0 0 HOLLY UTKE DIRECTOR 1.00 1.00 X 0 0 0 ERIC MONSON DIRECTOR 1.00 1.00 X 0 0 0 DR TAMARA MATHISON DIRECTOR 1.00 1.00 X 0 0 0 DR POLLY PETERSON DIRECTOR 1.00 1.00 X 0 0 0 CAROL NITSCHKE DIRECTOR 1.00 1.00 X 0 0 0 ALEX SCHWEITZER DIRECTOR 1.00 1.00 X 0 0 0 ANDREW SCHREMP DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM BILL HINEMAN DIRECTOR 1.00 1.00 X 0 0 0 ROBERT BOB MAJKRZAK DIRECTOR 1.00 1.00 X 0 0 0 SHELLY GOMPF DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY EISSINGER CEO (LEFT DEC 2025) 10.00 40.00 X 0 487548 48977 STEPHANIE NELSON CEO (STARTING JULY 2025) 10.00 40.00 X 0 303441 17524 TIFFANY HUNT CHIEF DEVELOPMENT OFFICER (LEFT AUG 2025) 10.00 40.00 X 0 174654 4326 NOAH CARLSON CFO 10.00 40.00 X 0 179038 7787 0 1144681 78614 0 0 1 0 0 72025 3204914 7000 3276939 4243983 4243983 2118932 1976574 142358 142358 142358 136761 72025 105401 31360 31360 7694640 0 0 4417701 70927 70927 949021 949021 30628 30628 74873 74873 72307 72307 272269 272269 90638 90638 82437 82437 12100 12100 39015 39015 55281 55281 31716 31716 424 424 3601 3601 INTEREST, TAXES AND LIC 76809 76809 MISCELLANEOUS 5989 5989 STAFF DEVELOPMENT 4687 4687 BAD DEBT EXPENSE 3300 3300 2247 2247 1878269 70927 0 1807342 2656918 4324284 1065845 1367273 87245 163948 90327 90190 561 137 18536807 20054714 4724451 5167852 62394181 65359188 89466008 96437396 21500 23000 3500 50000 63970 56764 88970 129764 X 76637131 82586433 12739907 13721199 89377038 96307632 89466008 96437396 X 5816371 679902 434321 X X 0 1 X 1 0 X 5373461 4749982 6218137 3213770 3276939 22832289 5373461 4749982 6218137 3213770 3276939 22832289 3559030 19273259 3673824 2549467 2009620 2856153 4243983 15333047 51218 91430 100333 84572 31360 358913 38524249 0.50030 0.52370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5842016 295060 537184 177216 6497044 5700525 234349 157504 250362 5842016 4825892 251510 623123 5700525 5077573 153566 -405247 4825892 3211371 369757 2429842 933397 5077573 0.71977 0.28023 0 0 90327 90190 137 137 BENEFICIAL INTEREST IN TRUSTS AND ESTATES 5167852 F 5167852 RELATED PARTY RECEIVABLES 65323739 CASH SURRENDER VALUE OF LIFE INSURANCE 35449 65359188 ANNUITIES PAYABLE 56764 56764 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF ANNE CARLSEN. PART X, LINE 2: ANNE CARLSEN AND ANNE CARLSEN FOUNDATION ARE EXEMPT FROM PAYMENT OF FEDERAL AND STATE INCOME TAXES BY VIRTUE OF THEIR NONPROFIT ORGANIZATION STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE CODE. THE ORGANIZATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT ANNE CARLSEN HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE FEDERAL INCOME TAX RETURNS OF BOTH ORGANIZATIONS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION IS CURRENT ON THEIR TAX FILINGS. FARGO EVENT 79093 35830 43263 37824 SUITS AND BOOTS 77806 18275 59531 317 44977 1 51887 17920 33967 22283 208786 72025 136761 317 105084 105401 31360 1 ANNE CARLSEN CENTER 2200 20TH ST SW JAMESTOWN ND 58402 870694180 501(C)(3) 70927 0 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: FUNDS ARE DISTRIBUTED TO A RELATED ORGANIZATION THAT IS CONTROLLED BY THE SAME BOARD OF DIRECTORS AS THE FOUNDATION. 0 0 0 0 0 0 0 0 0 TIMOTHY EISSINGER CEO (LEFT DEC 2025) 0 462548 0 25000 0 0 0 14000 0 36307 0 537855 0 0 STEPHANIE NELSON CEO (STARTING JULY 2025) 0 303441 0 0 0 0 0 0 0 18854 0 322295 0 0 NOAH CARLSON CFO 0 179038 0 0 0 0 0 7162 0 1926 0 188126 0 0 TIFFANY HUNT CHIEF DEVELOPMENT OFFICER (LEFT AUG 0 114808 0 0 0 59846 0 4326 0 849 0 179829 0 0 PART I, LINE 3 THE FOUNDATION RELIED ON A RELATED ORGANIZATION, ANNE CARLSEN, TO DETERMINE COMPENSATION FOR THE CEO WHICH INCLUDED THE FOLLOWING PRACTICES: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART I, LINE 1 FOR A READER TO FULLY UNDERSTAND THE ACTIVITY AND PROGRAMS OF THE ANNE CARLSEN FOUNDATION, MANAGEMENT RECOMMENDS THAT THE READER ALSO REVIEW THE ANNE CARLSEN FORM 990. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNANCE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, CORPORATE TREASURER/SECRETARY, AND ONE DIRECTOR APPOINTED BY THE BOARD CHAIR. THE GOVERNANCE COMMITTEE HAS THE POWER TO TRANSACT ALL BUSINESS OF THE FOUNDATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD, PROVIDED THAT ANY ACTION SO TAKEN DOES NOT CONFLICT WITH THE POLICIES AND EXPRESS WISHES OF THE BOARD OF DIRECTORS, AND THE COMMITTEE REFERS ALL MATTERS OF MAJOR IMPORTANCE TO THE FULL BOARD. MINUTES ARE TAKEN BY THE GOVERNANCE COMMITTEE AND SUBMITTED TO THE FULL BOARD. THE COMMITTEE SHALL BE RESPONSIBLE FOR BOARD DEVELOPMENT, NOMINATING BOARD MEMBERS, AND GOVERNANCE POLICIES. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION'S SOLE MEMBER IS ANNE CARLSEN. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, ANNE CARLSEN, APPOINTS THE BOARD OF DIRECTORS OF THE FOUNDATION. THE SOLE MEMBER DETERMINES THE NUMBER OF, APPOINTS, AND MAY REMOVE, WITH OR WITHOUT CAUSE, ALL OF THE OFFICERS OF THE FOUNDATION, EXCEPT THE BOARD CHAIR AND VICE CHAIR, WHO SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER MUST APPROVE ALL BYLAWS AND AMENDMENTS TO BYLAWS AND AMENDMENTS TO ARTICLES OF INCORPORATION OF THE FOUNDATION; APPROVES THE FOUNDATION'S ANNUAL BUDGET; AND APPROVES ALL DISTRIBUTIONS AND DISBURSEMENTS FROM THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE 990 HAS BEEN PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD. THE PURPOSE OF THIS POLICY IS TO ENSURE IDENTIFICATION AND RESOLUTION OF THOSE INSTANCES IN WHICH GOVERNING BOARD MEMBERS, OFFICERS, EMPLOYEES AND OTHER AGENTS OR REPRESENTATIVES OF THE FOUNDATION (AND ITS AFFILIATES AND SUBSIDIARIES) MAY FIND THEMSELVES IN CIRCUMSTANCES GIVING RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. TO PROTECT THE FOUNDATION'S INTEREST IN SUCH SITUATIONS, AND TO PROVIDE FOR ADEQUATE REPORTING MECHANISMS, THE FOUNDATION WILL NOT ENTER INTO ANY TRANSACTION OR ARRANGEMENT WITH ANY ENTITY IN WHICH ANY BOARD MEMBER, OFFICER, EMPLOYEE OR AGENT THAT HAS A FINANCIAL INTEREST UNLESS SUCH TRANSACTION OR ARRANGEMENT IS FULLY DISCLOSED TO, AND APPROVED BY THE PRESIDENT/CEO (OR THE BOARD, IF THE PRESIDENT/CEO OR A BOARD MEMBER HAS THE FINANCIAL INTEREST). AFTER DISCLOSURE OF THE FINANCIAL INTEREST OR FIDUCIARY RESPONSIBILITY AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINAL DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUSTS 417,281. CHANGE IN VALUE OF TRUST HELD AS TRUSTEE 26,120. CHANGE IN VALUE OF LIFE ESTATES 2,821. CHANGE IN VALUE OF GIFT ANNUITY -11,901. FORM 990, PART XII, LINE 2C: THE FOUNDATION RELIED ON A RELATED ORGANIZATION TO HIRE THE EXTERNAL AUDITOR. AS PART OF THIS PROCESS, THE RELATED ORGANIZATION DID NOT CHANGE THEIR PROCESS DURING THE YEAR. ANNE CARLSEN CENTER 2200 20TH ST SW JAMESTOWN ND 58402 870694180 EDUCATIONAL, RESIDENTIAL, MEDICAL AND THERAPY SERVICES FOR CHILDREN ND 501(C)(3) LINE 2 0 NIERLING ANNE CARLSEN CENTER TRUST 2200 20TH ST SW JAMESTOWN ND 58402 912004887 PRIVATE FOUNDATION ND 501(C)(3) PF ANNE CARLSEN CENTER 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 ANNE CARLSEN O 1126477 CASH ANNE CARLSEN P 627025 CASH ANNE CARLSEN R 2799295 CASH ANNE CARLSEN M 272269 CASH ANNE CARLSEN B 70927 CASH