2023-11-14T11:11:37-06:00 2022-12-31 450310328 BRADY MARTZ & ASSOCIATES PC PO BOX 14296 GRAND FORKS ND 582084296 990 2022-01-01 450368330 ALTRU HEALTH FOUNDATION ALTR 7017805600 2501 DEMERS AVE GRAND FORKS ND 58201 KRISTI HALL-JIRAN CHIEF PHILANTHROPY OFFICER 7017805600 2023-10-20 1 KRISTI HALL-JIRAN 999009999 0 ASHLEY ENGEL P01220321 7017754685 2023-10-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTI HALL-JIRAN 2501 DEMERS AVE GRAND FORKS ND 58201 17702044 0 X WWW.ALTRU.ORG X 1982 ND ALTRU HEALTH FOUNDATION'S MISSION IS TO SUPPORT ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS RESIDING IN OUR REGION THROUGH FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION, AND HEALTHCARE FOR THOSE IN NEED. THIS FULFILLS ALTRU HEALTH SYSTEM'S OVERALL MISSION OF IMPROVING HEALTH, ENRICHING LIFE. 13 9 10 44 0 0 2636432 4066690 0 0 2409589 123982 -23679 -18838 5022342 4171834 1773407 1995043 0 0 508096 519102 201567 145746 603994 298175 200954 2781245 2860845 2241097 1310989 17808212 16452270 93189 132083 17715023 16320187 X IMPROVING HEALTH, ENRICHING LIFEWHY WE SERVE: TO SUPPORT ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS IN OUR REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED. THIS FULFILLS ALTRU HEALTH SYSTEM'S OVERALL MISSION OF IMPROVING HEALTH, ENRICHING LIFE. 0 0 1351371 1351371 THE PRIMARY PURPOSE OF ALTRU HEALTH FOUNDATION IS TO RAISE FUNDS FOR ALTRU HEALTH SYSTEM. TOTAL GRANTS AND DISBURSEMENTS TO ALTRU HEALTH SYSTEM AND AFFILIATES TOTALS $1,351,371 TO SUPPORT PATIENT NEEDS, PATIENT ASSISTANCE PROGRAMMING, CAPITAL EQUIPMENT NEEDS, PRESCRIPTION ASSISTANCE, AND SEVERAL DEPARTMENTS' PROGRAM AND GENERAL NEEDS. 705107 643672 GRANTS TO NON-ALTRU NONPROFIT ENTITIES TO FURTHER THEIR MISSIONS AND CONTINUE THEIR SERVICES TO THE REGION. GRANTS AND SCHOLARSHIPS TO INDIVIDUALS. 2056478 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X ALTRU HEALTH FOUNDATION - KRISTI HALL-JIRAN 7017805600 2501 DEMERS AVE GRAND FORKS ND 58201 KRISTI HALL-JIRAN DIRECTOR & CHIEF PHILANTHROPY OFFICER 20.00 20.00 X X 0 358461 85929 SKIP GREENBERG DIRECTOR 1.00 X 0 0 0 KAREN MCLENNAN HONORARY CHAIR (THROUGH JUNE 2022) 1.00 X X 0 0 0 KEITH LUND HONORARY CHAIR 1.00 X X 0 0 0 JENNY AREL CHAIR 1.00 X X 0 0 0 DAN MULROY VICE CHAIR 1.00 X X 0 0 0 DAVID ZAVORAL DIRECTOR 1.00 X 0 0 0 KATHRYN KESTER SECRETARY/TREASURER 1.00 X X 0 0 0 KRISTI MAGNUSON NELSON DIRECTOR 1.00 X 0 0 0 SADIE GARDNER DIRECTOR 1.00 X 0 0 0 KAMRIN MACKI DIRECTOR 1.00 40.00 X 0 171402 11531 MATT WALKOWIAK DIRECTOR 1.00 X 0 0 0 DAVE MOLMEN DIRECTOR (INTERIM CEO AHS THROUGH FEB 2022) 1.00 40.00 X X 0 235708 17716 STEVEN WEISER DIRECTOR (PRESIDENT AHS THROUGH FEB 2022) 1.00 40.00 X X 0 1258869 24791 TODD FORKEL DIRECTOR (CEO AHS STARTED FEB 2022) 1.00 40.00 X X 0 577025 218527 JOSHUA DEERE DIRECTOR (PRESIDENT AHS STARTED FEB 2022) 1.00 40.00 X X 0 626427 212178 DOUGLAS ARVIN CFO/TREASURER 1.00 40.00 X 0 549545 24962 BRITTANY CAILLIER DIRECTOR OF PHILANTHROPY 40.00 X 151936 0 40720 151936 3777437 636354 1 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 PROFESSIONAL FUNDRAISER 145746 1 448101 236843 1106558 2275188 60038 4066690 528871 528871 13007045 13411934 -404889 -404889 -404889 99438 448101 118276 -18838 -18838 4171834 0 0 105144 1958793 1958793 36250 36250 402182 134061 268121 20048 6683 13365 69552 23184 46368 27320 9107 18213 145746 145746 4819 4819 47004 47004 24664 7533 17131 432 432 683 158 525 6276 6276 900 900 PURCHASED SERVICES 108943 61435 13496 34012 PUBLIC RELATIONS 7233 7233 2860845 2056478 200373 603994 151773 168714 718449 1166656 56 450 450 105393 103272 8396 2121 16107462 12829548 821682 2284725 17808212 16452270 58816 113216 34373 18867 93189 132083 X 2765237 498746 14949786 15821441 17715023 16320187 17808212 16452270 X 1310989 -2558617 -147208 X X 0 1 X 1 0 X X 1 ALTRU HEALTH SYSTEM 450310462 3 1 1351371 0 1 1351371 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 1: ALTRU HEALTH FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION THAT SUPPORTS ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS IN THE REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED. ALTRU HEALTH STYSTEM IS SPECIFIED IN THE FOUNDATION'S GOVERNING DOCUMENTS AND OTHER ORGANIZATIONS ARE DESIGNATED BY CLASS OR PURPOSE AS CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 6: ALTRU HEALTH FOUNDATION PROVIDED GRANTS TO INDIVIDUALS FOR SCHOLARSHIPS IN THE AMOUNT OF $26,250 RELATED TO THE PROMOTION OF HEALTHCARE AND THE BENEFIT OF THE SUPPORTED ORGANIZATION. ALTRU HEALTH FOUNDATION ALSO PROVIDED GRANTS TO INDIVIDUALS IN THE FORM OF EMPLOYEE EMERGENCY ASSISTANCE IN THE AMOUNT OF $10,000. PART IV, SECTION B, LINE 2: THE FOUNDATION PROVIDED BENEFITS TO PERMISSIBLE BENEFICIARIES THAT FULFILLED THE MISSION OF ALTRU HEALTH SYSTEM TO ACHIEVE OPTIMUM HEALTH FOR ALL RESIDENTS IN THE REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5772953 79100 -940213 31929 4879911 5486477 67200 309176 89900 5772953 5012831 80855 459980 67189 5486477 4383072 99863 569326 39430 5012831 4518153 195986 -241360 89707 4383072 0.00000 0.81673 0.18327 0 0 105393 103272 2121 2121 ASSETS WHOSE USE IS LIMITED 2284062 DUE FROM AFFILIATES 663 2284725 AMOUNTS HELD FOR OTHERS 14697 CHARITABLE GIFT ANNUITIES 4170 18867 X PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS FOR PATIENT HEALTH CARE, PATIENT SUPPORT PROGRAMS, FINANCIAL ASSISTANCE, EDUCATIONAL PROGRAMS AND GENERAL USE. PART X, LINE 2: 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 THE ORGANIZATION HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE SUBJECT TO CHANGE UPON EXAMINATION. THE FEDERAL INCOME TAX RETURNS OF THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER THEY WERE FILED; ALL FILINGS ARE CURRENT. X X X X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAPITAL CAMPAIGN PLANNING AND IMPLEMENTATION 0 1730252 145746 1584506 1730252 145746 1584506 ND MN GOLF TOURNAMENT 130880 112290 18590 1900 11444 6498 7000 GALA 416659 335811 80848 4000 4000 42081 5625 35728 547539 448101 99438 5900 15444 48579 5625 42728 118276 -18838 1 ALTRU HEALTH SYSTEM 1200 S COLUMBIA RD GRAND FORKS ND 58201 450310462 501(C)(3) 1351371 0 FACILITY ENHANCEMENTS, PROGRAM SUPPORT, EDUCATIONAL SUPPORT, PATIENT NEEDS, EMPLOYEE SUPPORT, EQUIPMENT NEEDS OF MEDICAL DEPARTMENTS, GENERAL PROGRAM NEEDS. THIRD STREET CLINIC 360 DIVISION AVE GRAND FORKS ND 58201 450433253 501(C)(3) 25000 0 GENERAL SUPPORT 2 SCHOLARSHIPS 34 26250 EMPLOYEE EMERGENCY ASSISTANCE 2 10000 PART I, LINE 2: USE OF GRANT FUNDS ARE MONITORED BECAUSE FUNDS ARE PAID TO RELATED ENTITIES FOR REIMBURSEMENT OF EXPENSES INCURRED. X X X X X X 1 1 0 0 0 0 0 0 0 STEVEN WEISER DIRECTOR (PRESIDENT AHS THROUGH FEB 0 81439 0 210524 0 966906 0 19250 0 6105 0 1284224 0 210523 JOSHUA DEERE DIRECTOR (PRESIDENT AHS STARTED FEB 0 546287 0 38600 0 41540 0 186390 0 29247 0 842064 0 0 TODD FORKEL DIRECTOR (CEO AHS STARTED FEB 2022) 0 570210 0 0 0 6815 0 194667 0 26601 0 798293 0 0 DOUGLAS ARVIN CFO/TREASURER 0 411569 0 107774 0 30202 0 15250 0 13126 0 577921 0 107774 KRISTI HALL-JIRAN DIRECTOR & CHIEF PHILANTHROPY OFFICE 0 245394 0 64412 0 48655 0 84372 0 4532 0 447365 0 64412 DAVE MOLMEN DIRECTOR (INTERIM CEO AHS THROUGH FE 0 45942 0 172077 0 17689 0 12960 0 4847 0 253515 0 172077 BRITTANY CAILLIER DIRECTOR OF PHILANTHROPY 130432 0 21418 0 86 0 19660 0 22593 0 194189 0 21418 0 KAMRIN MACKI DIRECTOR 0 153889 0 0 0 17513 0 8670 0 4458 0 184530 0 0 PART I, LINES 4A-B STEVEN WEISER, $939,699, SEVERANCE KRISTI HALL-JIRAN, $24,197, 457(F) CONTRIBUTION TODD FORKEL, $72,830, 457(F) CONTRIBUTION JOSHUA DEERE, $63,773, 457(F) CONTRIBUTION DAVID MOLMEN, $58,133, 457(F) DISTRIBUTION X VARIOUS ITEMS FOR GALA AUCTION 159 60038 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A ALTRU HEALTH FOUNDATION'S BOARD MEMBERS ARE NOMINATED BY ITS BOARD OF DIRECTORS WITH ELECTION BY THE ALTRU SYSTEM BOARD. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE CORPORATE MEMBER OF ALTRU HEALTH FOUNDATION, ALTRU HEALTH SYSTEM'S BOARD OF DIRECTORS CAN APPOINT ALL OF THE DIRECTORS AND MAKE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS ELECTRONICALLY REVIEWED FOR ACCURACY BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED OFF ANNUALLY BY ALL MEMBERS OF THE BOARD OF DIRECTORS. THESE FORMS ARE COLLECTED AND REVIEWED BY THE SECRETARY. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: EXPLANATION: THE ORGANIZATIONS' TOP MANAGEMENT OFFICIAL WAS PAID BY ALTRU HEALTH SYSTEM, A RELATED PARTY. FORM 990, PART VI, SECTION B, LINE 15B: EXPLANATION: THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 PUBLIC INSPECTION COPY IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE TO THE PUBLIC VIA ALTRU'S WEB SITE, ALTRU.ORG. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE RELATED TO UNCOLLECTIBLE PLEDGES -147,208. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT PROCESS DURING THE CURRENT YEAR. ALTRU HEALTH SYSTEM 1200 S COLUMBIA RD GRAND FORKS ND 58201 450310462 HOSPITAL/OUTPATIENT CARE ND 501(C)(3) LINE 3 N/A 0 ALTRU ALLIANCE 1200 S COLUMBIA RD GRAND FORKS ND 58201 237389089 SUPPORT OF ALTRU HOSPITAL AND AFFILIATES ND 501(C)(3) LINE 12C, III-FI N/A 0 ALTRU SPECIALTY SERVICES 1200 S COLUMBIA RD GRAND FORKS ND 58201 450395652 DME SALES, RETAIL PHARMACY ND N/A C 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0