2024-08-15T09:36:12-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2022-10-01 411699589 RIVERVIEW HEALTHCARE FOUNDATION RIVE 2182819249 323 S MINNESOTA ST CROOKSTON MN 56716 CARRIE MICHALSKI CEO 2182819249 2024-08-13 1 0 JUSTIN HARTERT P02236744 5074467100 2024-08-13 2022 2024-08-08 14:25:15Z CARRIE MICHALSKI 323 S MINNESOTA ST CROOKSTON MN 56716 405181 0 X HTTPS://WWW.RIVERVIEWHEALTH.ORG/FOUNDATION/ X 1990 MN TO RECEIVE CONTRIBUTIONS FOR THE PURPOSE OF ASSISTING THE RIVERVIEW HEALTHCARE ASSOCIATION TO PROVIDE TO THE RESIDENTS OF ITS SERVICE AREA QUALITY HEALTHCARE AND RELATED HEALTH SERVICES, EDUCATION, RESEARCH, PROMOTION OF HEALTH AND OTHER ACTIVITIES IN THE COMMUNITY. 7 7 0 9 0 0 361549 318526 0 0 30765 57664 -237 6343 392077 382533 176288 319636 0 0 118144 113617 0 0 0 17478 12369 311910 445622 80167 -63089 2382992 2316708 213030 189341 2169962 2127367 TO RECEIVE CONTRIBUTIONS FOR THE PURPOSE OF ASSISTING THE RIVERVIEW HEALTHCARE ASSOCIATION TO PROVIDE TO THE RESIDENTS OF ITS SERVICE AREA QUALITY HEALTHCARE AND RELATED HEALTH SERVICES, EDUCATION, RESEARCH, PROMOTION OF HEALTH AND OTHER ACTIVITIES IN THE COMMUNITY. 0 0 414126 319636 0 THE CONTRIBUTIONS RAISED BY RIVERVIEW HEALTHCARE FOUNDATION ARE GRANTED TO RIVERVIEW HEALTHCARE ASSOCIATION TO PURCHASE MEDICAL EQUIPMENT AND SUPPLIES FOR PROMOTION OF HEALTHCARE IN THE COMMUNITY. RIVERVIEW HEALTHCARE FOUNDATION ALSO AWARDS SCHOLARSHIPS TO STUDENTS PURSUING CAREERS IN HEALTHCARE. 414126 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 7 7 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X BETTY ARVIDSON 2182819756 323 S MINNESOTA ST CROOKSTON MN 56716 MARILYN WENTZEL CHAIR 2.00 0.00 X X 0 0 0 CORY DALLAGER VICE CHAIR 1.00 0.00 X X 0 0 0 JODI CLAUSON SECRETARY 0.50 0.00 X X 0 0 0 MARCIA SCHOENBORN DIRECTOR 1.00 0.00 X 0 0 0 JERRY LINDSAY DIRECTOR 1.00 0.00 X 0 0 0 TAYLOR SANNES DIRECTOR 0.50 0.00 X 0 0 0 SUE WESTROM DIRECTOR (THRU MAR OF 22) 0.50 0.00 X 0 0 0 KARI KOENIG RHA BOARD LIASON 0.50 0.00 X 0 0 0 CARRIE MICHALSKI PRESIDENT & CEO 1.00 40.00 X 0 395168 80332 RANDOLPH SCHOENBORN FOUNDATION DIRECTOR 40.00 0.00 X 0 96283 6570 BETTY ARVIDSON TREASURER & CFO 1.00 40.00 X 0 196181 57343 0 687632 144245 0 0 1 0 0 230535 20500 67491 318526 50260 50260 23813 16409 7404 7404 7404 12582 230535 6239 6343 6343 382533 0 0 64007 319636 319636 113617 85213 28404 1600 1200 400 6000 4500 1500 1895 1421 474 1611 1208 403 EARLY WITHDRAWAL PENALT 1263 948 315 445622 414126 31496 0 1458077 1507691 377772 229728 1630 4354 545513 574935 2382992 2316708 213030 189341 213030 189341 X 636600 522929 1533362 1604438 2169962 2127367 2382992 2316708 -63089 20494 0 X X 0 1 X 1 0 X 1267438 690156 371657 365005 331108 3025364 1267438 690156 371657 365005 331108 3025364 29283 2996081 25518 16196 17536 25246 50260 134756 3331 3646 6977 3167097 0.94600 0.93240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENT REVENUES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ORGANIZATION 189341 189341 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISION OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. GOLF 32012 19430 12582 300 1116 3031 GIVING HEART DAY 211105 211105 1792 243117 230535 12582 300 1116 4823 6239 6343 1 RIVERVIEW HEALTHCARE ASSOCIATION 323 S MINNESOTA ST CROOKSTON MN 56716 410724029 501(C)(3) 210870 0 N/A N/A TO ASSIST RIVERVIEW HEALTHCARE IN SUPPORTING THE COMMUNITY 1 0 PART I, LINE 2: LARGER GRANTS ARE BOARD APPROVED. THE DIRECTOR OF THE FOUNDATION WORKS CLOSELY WITH THE RIVERVIEW ACCOUNTING DEPARTMENT IN TRACKING THE EXPENSE OF THE GRANTS. MONTHLY FINANCIAL STATEMENTS AND SCHEDULES MONITOR THE SPENDING OF THE GRANTS THAT NEED THE APPROVAL OF THE FOUNDATION DIRECTOR. THE FOUNDATION USES A SCHOLARSHIP REVIEW COMMITTEE AND THEY FOLLOW GUIDELINES FOR EACH SPECIFIC SCHOLARSHIP. WE USE THE THIRD PARTY PROCESS WITH THE ACADEMIC COLLEGES AND THEY INVOICE US FOR THE AMOUNT OF THE SCHOLARSHIP THAT WE SEND THEM, WHICH IS IDENTIFIED IN THE SCHOLARSHIP AGREEMENT SIGNED BY THE FOUNDATION DIRECTOR AND THE RECIPIENT. THE DIRECTOR REPORTS THE AWARD WINNERS TO THE FOUNDATION BOARD OF DIRECTORS. THE FINANCE DEPARTMENT RECORDS AND REPORTS THE ACTIVITY OF EACH SCHOLARSHIP FUND ON A MONTHLY BASIS. THE FOUNDATION DIRECTOR COMMUNICATES WITH THE SCHOOL ON THE STATUS OF THE AWARDED RECIPIENT 0 0 0 0 0 0 0 0 0 CARRIE MICHALSKI PRESIDENT & CEO 0 395168 0 0 0 0 0 16775 0 63557 0 475500 0 0 BETTY ARVIDSON TREASURER & CFO 0 196181 0 0 0 0 0 11156 0 46187 0 253524 0 0 PART I, LINE 3 THE PRESIDENT & CEO IS COMPENSATED BY RIVERVIEW HEALTHCARE ASSOCIATION, A RELATED PARTY. THE FOLLOWING METHODS ARE USED BY RIVERVIEW HEALTHCARE ASSOCIATION TO DETERMINE HER COMPENSATION: 1. COMPENSATION COMMITTEE, 2. FORM 990 OF OTHER ORGANIZATIONS, 3. WRITTEN EMPLOYMENT CONTRACT, 4. COMPENSATION SURVEY OR STUDY, AND 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 ALL DAILY MANAGEMENT AND ADMINISTRATIVE SERVICES ARE PROVIDED BY EMPLOYEES OF RIVERVIEW HOSPITAL ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE RIVERVIEW HEALTHCARE ASSOCIATION GOVERNING BODY (BOARD OF DIRECTORS) HAS THE RIGHT TO APPOINT THREE MEMBERS OF THE RIVERVIEW FOUNDATION BOARD. AS PER THE BYLAWS OF THE RIVERVIEW FOUNDATION. THEY ANNUALLY APPOINT A COMMUNITY REPRESENTATIVE TO ANNUAL 1 YEAR TERMS AND A RV GOVERNING BOARD REPRESENTATIVE ANNUALLY, ALSO TO 1 YEAR TERMS. THE THIRD SEAT APPOINTED TO UNLIMITED TERMS IS THE CFO OF RIVERVIEW HEALTHCARE ASSOCIATION, WHO IS PERMANENTLY APPOINTED AS BOTH A MEMBER AND AN OFFICER (TRESURER) OF THE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 WAS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE ACCOUNTING MANAGER FOR ACCURACY AND COMPLETENESS. UPON APPROVAL, THE FORM 990 WAS SHARED ELECTRONICALLY WITH THE BOARD MEMBERS PRIOR TO A REGULARLY SCHEDULED BOARD MEETING AT WHICH THE BOARD MEMBERS APPROVED THE RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY SERVES TO PROTECT THE INTEGRITY OF ASSOCIATION INFORMATION, PRODUCTS, SERVICES AND EMPLOYEE EFFORTS. EMPLOYEES ARE EXPECTED TO DEVOTE THEIR BEST EFFORTS AND BE LOYAL TO THE INTERESTS OF RIVERVIEW HEALTH. RIVERVIEW RECOGNIZES THE RIGHT OF EMPLOYEES TO ENGAGE IN ACTIVITIES OUTSIDE OF THEIR EMPLOYMENT HERE, WHICH ARE OF A PRIVATE NATURE AND UNRELATED TO OUR BUSINESS. HOWEVER, A POLICY OF FULL DISCLOSURE WILL BE FOLLOWED TO ASSESS AND PREVENT POTENTIAL CONFLICTS OF INTEREST FROM ARISING. 1. EMPLOYEES ARE NOT PERMITTED TO ENGAGE IN ACTIVITIES THAT ARE IN COMPETITION WITH THE BUSINESS ACTIVITIES OF RIVERVIEW HEALTH (EXAMPLES MAY INCLUDE, BUT ARE NOT LIMITED TO, REHAB SERVICES, CD COUNSELING, HOME CARE, OUTSIDE CONSULTATION SERVICES SUCH AS PHARMACY OR DIETETICS, OR OTHER REVENUE PRODUCING AREAS). 2. EMPLOYEES MUST DISCLOSE IN FULL, AT TIME OF EMPLOYMENT AND ANNUALLY THEREAFTER, ANY ACTIVITY THAT THEY ENGAGE IN THAT IS SIMILAR IN NATURE OR IN DIRECT COMPETITION WITH A SERVICE OF RIVERVIEW HEALTH. 3. NO EMPLOYEE MAY ENGAGE IN OUTSIDE WORK THAT WILL INTERFERE WITH HIS OR HER PRIMARY JOB WITH RIVERVIEW HEALTH. THERE IS AN EXPECTATION OF A DUTY OF LOYALTY BY ALL EMPLOYEES. 4. NO EMPLOYEE MAY ACCEPT PAYMENT, RETAINER, COMMISSION, CONSULTING FEE OR ENTER INTO ANY OTHER FEE ARRANGEMENT OR REMUNERATIONS FOR SERVICES PROVIDED IN CONJUNCTION WITH RIVERVIEW HEALTH OTHER THAN THEIR NORMAL WAGES WITHOUT THE EXPRESS APPROVAL OF ADMINISTRATION. 5. NO OUTSIDE WORK MAY BE DONE DURING ANY EMPLOYEES WORK HOURS. ASSOCIATION FACILITIES, EQUIPMENT, LABOR OR SUPPLIES MAY NOT BE USED TO CONDUCT NON-RIVERVIEW HEALTH BUSINESS WITHOUT THE EXPRESS APPROVAL OF ADMINISTRATION. 6. EMPLOYEES MUST DISCLOSE ANY MATERIAL FINANCIAL OR OTHER BENEFICIAL INTEREST IN ANY ENTITIY ENGAGED IN THE DELIVERY OF HEALTH CARE SERVICES. 7. EMPLOYEES MUST DISCLOSE ANY MATERIAL FINANCIAL OR OTHER BENEFICIAL INTEREST IN ANY ENTITY ENGAGED IN THE DELIVERY OF GOODS AND SERVICES TO RIVERVIEW HEALTH. 8. FAILURE TO DISCLOSE INFORMATION RELATED TO ANY OF THE ABOVE POINTS TO ADMINISTRATION MAY LEAD TO CORRECTIVE ACTION UP TO AND INCLUDING DISCHARGE. BOARD MEMBERS AND OFFICERS ANNUALLY SIGN A CONFLICT OF INTEREST FORM. IF A CONFLICT OF INTEREST EXISTS, THE CONFLICTED PERSON ABSTAINS FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTION AND OVERSIGHT OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. RIVERVIEW HEALTHCARE ASSOCIATION 323 SOUTH MINNESOTA STREET CROOKSTON MN 56716 410724029 HEALTHCARE SERVICES MN 501(C)(3) LINE 3 N/A 0 GLENMORE FOUNDATION 323 SOUTH MINNESOTA STREET CROOKSTON MN 56716 411112748 CHEMICAL DEPENDENCY FINANCIAL ASSISTANCE MN 501(C)(3) LINE 12C, III-FI N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0