2024-11-11T13:31:39+00:00 2023-12-31 990 2023-01-01 411560554 Grand Itasca Foundation GRAN 1601 Golf Course Road Grand Rapids MN 55744 Jean MacDonell President & CEO 2024-11-11 true 2023 2024-10-15 13:58:12Z Jean MacDonell 1601 Golf Course Road Grand Rapids MN 55744 273822 false X https://www.granditasca.org/Foundation X 1986 MN To build philanthropic partnerships to support the mission of Grand Itasca Clinic and Hospital. 13 10 0 0 0 0 213712 135041 1793 0 1415 21856 92697 237361 229153 196815 186196 0 0 0 0 37393 17250 234208 203446 3153 25707 1724500 1750233 262140 262166 1462360 1488067 To build philanthropic partnerships to support the mission of Grand Itasca Clinic and Hospital. false false 186196 186196 Grand Itasca Foundation enhances and helps to guarantee the delivery of contributions and provide financial support to Grand Itasca Clinic and Hospital. In 2022 Grand Itasca Foundation awarded $187,395 in total grant funding to organizations and individuals. This includes $162,278 to Grand Itasca Clinic and Hospital for patient focused projects, six individual scholarship awards totaling $15,000 and care to share grants to 21 recipients for a total of $10,117. 186196 true true false false false false false false true false false false true true true false true false false false false false false true false false true true true false false false false false false false false false false false false false true false false false true X 0 0 0 false false false false false false false false false false false false X 13 10 false false false false true true true true true false false true true true true true true false false false MN X Todd Christensen 2189991702 1601 Golf Course Road Grand Rapids MN 55744 Elizabeth Miskovich Co-Chair 1.0 0.0 X X 0 0 0 Rose Villenueve Co-Chair 1.0 40.0 X X 0 143988 38534 Amber Burggraf Secretary, ended 12-31-23 1.0 0.0 X 0 0 0 Bryaan Sergot Director, new 1-1-2023 1.0 0.0 X 0 0 0 Charity Branstad RN Director, Ended 12-31-23 1.0 40.0 X 0 96633 5833 Dajana Condos DC Director, new 1-1-2023 1.0 0.0 X 0 0 0 Katie Troumbly Secretary 1.0 40.0 X 0 127174 9689 Kirk Gilbertson Director, ended 12-31-23 1.0 0.0 X 0 0 0 Kristi Kane Director, end 2022 1.0 0.0 X 0 0 0 Mike Aultman Director 1.0 0.0 X 0 0 0 Mike Johnson Director, new 1-1-2023 1.0 0.0 X 0 0 0 Nick Rothstein Treasurer 1.0 1.0 X 0 0 0 Scott Gerling Director 1.0 0.0 X 0 0 0 Shane Skelly Director, new 1-1-2023 1.0 0.0 X 0 0 0 Spencer Buchert Director 1.0 0.0 X 0 0 0 Sue Mattson Director, end 2022 1.0 0.0 X 0 0 0 Wendy Roy Director, new 1-1-2023 1.0 0.0 X 0 0 0 Brianne Wagner Foundation Director 40.0 0.0 X 0 133005 39824 James Hereford Officer 1.0 40.0 X 0 5208444 38307 Jean MacDonell Officer 1.0 40.0 X 0 492874 80222 0 6202118 212409 0 false true false 0 20533 114508 135041 0 0 0 0 0 1415 1415 0 0 0 0 137366 20533 44669 92697 92697 0 0 0 0 0 229153 0 0 94112 134931 134931 51265 51265 0 0 0 0 13929 13929 Bank Fees 2239 2239 Subscription fees 832 832 Miscellaneous 250 250 0 0 0 0 203446 186196 17250 0 1401609 1394737 1863 1863 0 0 0 0 0 0 0 0 0 0 321028 353633 1724500 1750233 228 229 0 0 261912 261937 262140 262166 -270574 -329431 1732934 1817498 1462360 1488067 1724500 1750233 25707 0 X false true X true false X X 1 Grand Itasca Clinic and Hospital 411865874 3 true 162278 0 1 162278 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 608353 500 65602 22331 6098 646026 714988 2040 -81355 20990 6330 608353 655056 86136 19326 50 6828 714988 527409 100725 50593 18913 4758 655056 475161 200 76988 18620 200 6120 527409 0.0 1.0 0.0 true Assets limited as to use - restricted fund investment 353633 353633 Intercompany Payable 261937 261937 X Schedule D, Part V, Line 3a(i) The organizations endowment funds are held through Grand Rapids Area Community Foundation, an unrelated but nonprofit organization. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS INCLUDE DONOR-RESTRICTED FUNDS. THE GRAND ITASCA FOUNDATION ENDOWMENT FUNDS ARE USED FOR AND GRAND ITASCA CLINIC AND HOSPITAL NEEDS, THE MR. AND MRS. ROBERT KELLY SCHOLARSHIP ENDOWMENT FUNDS ARE SOLELY FOR SCHOLARSHIPS. THE FOUNDATION INTENDS TO USE THEIR ENDOWMENT FUNDS IN THE MANNER FOR WHICH THEY WERE RESTRICTED. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Grand Itasca Foundation, as part of Fairview recognizes all tax positions, including those positions in a previously filed tax return or a position expected to be taken in a future tax filing that is reflected in measuring current or deferred income tax assets and liabilities, when it is more likely than not (likelihood of greater than 50%) that, based on technical merits, the position will be sustained upon examination. There are $6,800,000 and $8,400,000 uncertain tax positions recorded on the consolidated balance sheets as of December 31, 2023 and 2022, respectively. Fairview has made reasonable estimates of the provision for income taxes and on existing deferred tax balances based on accounting guidance included in ASC 740, Income Taxes. Fairview does not expect that there will be a significant change in the total amount of unrecognized tax benefits within the next 12 months. Caring Fore Kids Golf Tournament 157899 20533 137366 5188 16145 14640 1000 7696 0 0 157899 20533 137366 5188 16145 14640 1000 7696 44669 92697 true Grand Itasca Clinic and Hospital 1601 Golf Course Road Grand Rapids MN 55744 411865874 501(c)3 134931 To support the program services of Grand Itasca Clinic and Hospital 1 0 Scholarships 6 15000 CASH Care to Share Grants 21 10117 CASH Employee Giving Fund 222 5616 CASH Caring Fore Kids 500 20533 CASH Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. All grant requests are approved or denied by the Foundation board prior to approval and/or payment and must be in line with the Foundation's mission of helping to support the internal needs of Grand Itasca Clinic & Hospital, promoting a healthy community, and raising awareness of the impact and value of Grand Itasca Clinic & Hospital. Scholarship funds are sent directly to the school on behalf of the recipient. If a student has any changes (transfers, etc.) we receive funds back for unused dollars, but the Foundation does not follow-up with students/recipients specifically about their scholarship funds. false true false false false false false true false Rose Villenueve Co-Chair 0 111314 0 32566 0 108 0 8851 0 29683 0 182522 0 0 James Hereford Officer 0 1888932 0 1260653 0 2058859 0 21097 0 17210 0 5246751 0 2049355 Jean MacDonell Officer 0 394328 0 97925 0 621 0 78769 0 1453 0 573096 0 0 Brianne Wagner Foundation Director 0 124078 0 8248 0 679 0 8490 0 31334 0 172829 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD, JEAN MACDONELL, DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $2,049,355 Schedule J, Part I, Line 7 Non-fixed payments Fairview Health Services provides lump sum financial awards based on system-wide, business unit and/or departments financial and quality measures. Annual goals, specifically tied to productivity and quality indicators, are set for the year and an incentive paid out annually if key goals and measures are achieved. Schedule J, Part I, Line 3 Related Org to establish compensation THE ORGANIZATION IS PART OF THE FAIRVIEW HEALTH SERVICES SYSTEM AND FAIRVIEW HEALTH SERVICES HUMAN RESOURCES USES COMPARABLES TO ESTABLISH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR ACCORDING TO MARKET STANDARDS. Form 990, Part V, Line 1a Part V, Line 1a All cash disbursements are centralized through a related organization, Fairview Health Services a 501(c)3 non-profit tax-exempt organization. Therefore, the related organization, Fairview Health Services, makes the payment and files the related Form 1099's and Form 1096 instead of this organization. Form 990, Part V, Line 2a Grand Itasca Foundation leases employees from a related organization, Grand Itasca Clinic and Hospital, a 501(c)(3) tax-exempt, non-profit organization. Therefore, Grand Itasca Clinic and Hospital files the appropriate W-3 and related W-2 tax forms for these individuals instead of Grand Itasca Foundation. The leased employee compensation on the Grand Itasca Foundation Form 990 Part VII and Schedule J is reported as compensation paid by related organization, Grand Itasca Clinic and Hospital. Form 990, Part VI, Line 6 Classes of members or stockholders Grand Itasca Clinic & Hospital, a Minnesota nonprofit corporation, is the sole member of Grand Itasca Foundation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Grand Itasca Clinic & Hospital, as the only voting member of Grand Itasca Foundation, has the authority to elect and remove the directors of Grand Itasca Foundation with or without cause, at any time. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Various powers, as stated in Section 4.4 of Grand Itasca Foundation's bylaws, are reserved for Grand Itasca Clinic & Hospital, the one voting member of Grand Itasca Foundation Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is reviewed by the Board of Directors and the Foundation director prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Conflict of Interest policies are reviewed annually. Conflict of Interest forms are signed annually by all board members. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in Section 6104(D). Form 990, Part VII, Section B, Line 1 Additional Information Form 1099's were filed by a related organization Fairview Health Services, a 501(c)(3) non-profit, tax-exempt organizations. Fairview Health Services reports the five highest compensated independent contractors for the system. Grand Itasca Clinic and Hospital 1601 Golf Course Road Grand Rapids MN 55744 411865874 Hospital MN 501(c)(3) 3 Fairview Health Services false Fairview Health Services 2450 Riverside Avenue Minneapolis MN 55454 410991680 Hospital MN 501(c)(3) 3 NA false CDI Grand Rapids LLC 1601 Golf Course Road Grand Rapids MN 55744 453783014 MRI-DTI MN Grand Itasca Clinic and Hospital N/A false false false true false false false false false false false false false true false true true true false true false