2023-11-08T17:12:06-07:00 2023-06-30 990 2022-07-01 450392710 VALLEY SENIOR LIVING FOUNDATION VALL 7017877997 2900 14th Ave S Grand Forks ND 58201 Shaun Havis President 7017877997 2023-11-09 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Shaun Havis 2900 14th Ave S Grand Forks ND 58201 553044 0 X www.valleyseniorliving.org X 1985 ND The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living. 11 9 0 178 0 0 481751 490718 0 0 249 1048 29283 17472 511283 509238 297444 117606 0 0 140840 170831 0 0 94115 26110 47703 464394 336140 46889 173098 3358775 3666739 72480 70024 3286295 3596715 The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living. 0 0 6574 0 6574 We identified a need for spiritual care when our facilities open over 90 years ago. We believe spiritual care is important in the lives of our residents. These funds were used to help continue the chaplaincy program for all residents, families and staff. Valley Senior Living employees two full-time chaplains and also has two flex chaplains. 22500 22500 0 We identified a need to enhance the Activity and Community Rooms at Tufte Manor. Proceeds from a Myra Foundation grant were utilized for these projects. The projects funds were used for replacing flooring and furnishings. 8938 0 8938 We determined there was a need to enhance the outdoor living space at Wheatland Terrace and program funds were used to purchase new patio furnishings. 146809 0 146809 Other program services included funding a number of items and programs that enhance the quality of life for the residents. Records are maintained to track designation of use by donor for a specific facility and/or program. 146809 0 146809 184821 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X Lorilee A Bott 7017877912 2900 14th Ave S Grand Forks ND 58201 Garth Rydland President/CEO Valley Senior Living 0 40 X X X X 0 274628 25801 Gina Roller Administrator Valley Senior Living on 42nd 0 40 X X 0 170772 19668 Lorilee Bott CFO 0 40 X X 0 156594 25962 Jessica Baumgarten Director of Nursing Valley Senior Living on Columbia 0 40 X X 0 125277 31176 Jennifer Schultz Director of Nursing Woodside Village 0 40 X X 0 129411 23104 Angela Goulet Tufte Manor Administrator, Dir PCS TM and WT 0 40 X X 0 118616 32351 Adam Edwards Chief Human Resource Officer 0 40 X X 0 131525 13276 Shaun Havis President Valley Senior Living Foundation 40 0 X X X 76876 0 28302 Scott Berge Treasurer 0 0 X X 0 0 0 Karen Brekke Director 0 0 X 0 0 0 Bruce Vaaler Vice Chairperson 0 0 X X 0 0 0 Carol Svedson Chairperson 0 0 X X 0 0 0 Brittany Caillier Director 0 0 X 0 0 0 Megan Flom Secretary 0 0 X X 0 0 0 Monica Musich Director 0 0 X 0 0 0 Pete Hoistad Ex Officio 0 0 X 0 0 0 Margaret Reed Ex Officio 0 0 X 0 0 0 76876 1106823 199640 0 0 1 0 0 0 0 0 0 0 490718 0 490718 0 1048 1048 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60361 0 43806 16555 0 16555 917 917 0 0 917 509238 1965 0 16555 117606 117606 124504 46556 30347 47601 46327 17395 11338 17594 1263 0 1263 0 3193 0 0 3193 2100 0 2100 0 1266 1266 0 0 1860 0 1860 0 DONOR EXPENSE 13360 0 0 13360 DUES AND MEMBERSHIP 9956 0 2882 7074 PRINTING PUBLICATIONS AND POSTAGE 7291 1998 0 5293 7414 0 7414 0 336140 184821 57204 94115 433212 293387 5000 37441 29046 10255 8395 2889196 3342927 21112 22030 3358775 3666739 33156 47547 39324 22477 72480 70024 X 1663286 1608035 1623009 1988680 3286295 3596715 3358775 3666739 173098 137322 0 0 0 0 X 1 X 0 1 0 X 624636 389612 340348 481751 490718 2327065 624636 389612 340348 481751 490718 2327065 2327065 32520 162811 552155 249 1048 748783 89447 50797 51116 88248 61278 340886 3416734 0.68108 0.66586 X Schedule A, Part II, Line 10 Other income consists of special fundraising events and miscellaneous revenues. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2889196 326768 158153 0 0 31190 3342927 3163291 237043 -429147 0 59309 22682 2889196 2583243 81248 572597 0 52971 20826 3163291 2357580 113222 181063 0 49811 18811 2583243 2046902 257477 106022 0 30461 22360 2357580 0.632 0.294 0.074 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 37441 29046 8395 0 0 0 0 8395 Schedule D, Part V, Line 4 The organization's endowment fund earnings are used for the purposes designated by the various donors (chaplaincy, music therapy, intergenerational programming, community connections, activities, etc.). Principle gifts are maintained intact. Valley Senior Living Golf Tournament, Around Our Table, Looney Lutherans, Oktoberfest 60391 0 60391 0 0 0 0 0 43806 0 0 60391 0 60391 0 0 0 0 0 43806 43806 16585 X X X X 0 1 0 0 0 0 0 0 0 Garth Rydland President/CEO Valley Senior Living 0 252406 0 22222 0 9439 0 25801 0 0 0 309868 0 0 Gina Roller Administrator Valley Senior Living on 42nd 0 165222 0 5550 0 9297 0 10371 0 0 0 190440 0 0 Lorilee Bott CFO 0 156594 0 0 0 16092 0 9870 0 0 0 182556 0 0 Schedule J, Part I, Line 3 Compensation is determined by compensation committee for President/CEO. Base salary is evaluated by comparison to other organizations of similar size and funciton. Schedule J, Part I, Line 4 Valley Senior Living participates in a 457B plan. Form 990, Part VI, Section A, Line 9 Carol Svendson, 2123 12th Ave NW, East Grand Forks, MN 56721; Bruce Vaaler, 2701 S Columbia Rd, Grand Forks, ND 58201; Megan Flom, 401 Demers Ave, Grand Forks, ND 58201; Scott Berge, 1150 S 48th Street, Grand Forks, ND 58201; Karen Brekke, 1413 Central Ave NW, East Grand Forks, MN 56721; Brittany Caillier, 726 Shelby Court NE, Thompson, ND 58278; Monica Musich, 523 Schroeder Dr, Grand Forks, ND 58201; Margaret Reed, 297 Circle Hills, Dr, Grand Forks, ND 58201; Pete Hoistad, 118 Breezy Hills Cove, Grand Forks, ND 58201 Form 990, Part VI, Section B, Line 11b The CFO with the assistance of the President prepares the Form 990. A draft of the Form 990, and all applicable schedules, is given to the Board of Directors for review prior to a meeting held in November. The CFO explains changes on the Form 990 and specifically reviews Part VI with the Board of Directors and answers any questions. Form 990, Part VI, Section B, Line 12c Annually each board member is given a form which is an excerpt from Section 8.1 of the bylaws regarding conflict of interest. After reviewing the policy each director signs and dates the form. Form 990, Part VI, Section B, Line 15 The compensation process for the President of Valley Senior Living Foundation includes a performance appraisal completed by the President/CEO of Valley Senior Living with input from the Board Chair of Valley Senior Living Foundation. The President of the Foundation also completes a self evaluation utilizing the same appraisal form. Upon completion of the evaluation, comments are documented and the appraisal is singed by the President/CEO of Valley Senior Living and the President of the Foundation. The President/CEO contacts like organization for comparability data regarding base salary. the President/CEO of Valley Senior Living's (a related organization) compensation is determined by a compensation committee. The committee reviews the state compensation survey each year to assess how the CEO's base salary compares with other organizations of similar size and function. Form 990, Part VI, Section C, Line 19 Valley Senior Living's governing documents, conflict of interest policy, and financial statements are available upon request. Requests should be made at the Valley Senior Living Foundation office located at 2900 14th Ave S, Grand Forks, ND 58201 between the hours of 8:30-4:30 Monday through Friday. Valley Homes and Services 2900 14th Ave S Grand Forks ND 58201 450229071 Skilled Nursing/Basic Care ND 501 (c) 3 Line 12 N/A 0 4000 Valley Square DBA Valley Senior Living on 42nd 4000 24th Ave S Grand Forks ND 58201 311558826 Skilled Nurs/Asst Liv/Sr Housing ND 501 (c) 3 Line 12 N/A 0 Valley Senior Living 2900 14th Ave S Grand Forks ND 58201 450448164 Management and Support Healthcare Facilities ND 501 (c) 3 Line 13 Type 1 N/A 0 Cherrywood Village 2900 14th Ave S Grand Forks ND 58201 454276187 Low Income Sr Apartments ND 501 (c) 3 Line 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 Valley Homes and Services b 55863 Actual contribution. 4000 Valley Square DBA Valley Senior Living on 42nd b 34475 Actual contribution.