Form 990 for tax year 2023
Filed by ANNE CARLSEN CENTER FOUNDATION.
Totals
- Total revenue
- $7,863,094
- Total expenses
- $1,778,916
- Contributions and grants received
- $6,218,137
- Grants paid
- $356,310
- Program service revenue
- $0
- Investment income
- $1,544,624
- Other revenue
- $100,333
- Total assets, end of year
- $85,178,123
- Total liabilities, end of year
- $33,299
- Net assets or fund balances, end of year
- $85,144,824
- Program services expenses (Part IX)
- $356,310
- Management and general expenses
- $0
- Fundraising expenses
- $1,422,606
- Program service expenses (Part III)
- $356,310
Program services were 20.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$115,658
-
1f · All other contributions, gifts and grants
$6,102,479
-
1g · Noncash contributions included above
$3,050
-
3 · Investment income
total $2,009,620 · excluded $2,009,620
-
7a · Gross sales of assets other than inventory
securities $5,702,390
-
7b · Less cost or other basis and sales expenses
securities $6,167,386
-
7c · Gain or loss
securities -$464,996
-
7d · Net gain or loss
total -$464,996 · excluded -$464,996
-
8a · Fundraising events: gross income
$236,342
-
8a · Fundraising events: contributions included on line 1c
$115,658
-
8b · Fundraising events: direct expenses
$136,009
-
8c · Net income from fundraising events
total $100,333 · excluded $100,333
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $356,310 · program services $356,310
-
7 · Other salaries and wages
total $965,649 · fundraising $965,649
-
8 · Pension plan contributions
total $21,225 · fundraising $21,225
-
9 · Other employee benefits
total $71,032 · fundraising $71,032
-
10 · Payroll taxes
total $70,972 · fundraising $70,972
-
11f · Fees: investment management
total $87,652 · fundraising $87,652
-
11g · Fees: other
total $23,533 · fundraising $23,533
-
12 · Advertising and promotion
total $10,460 · fundraising $10,460
-
13 · Office expenses
total $37,810 · fundraising $37,810
-
16 · Occupancy
total $43,452 · fundraising $43,452
-
17 · Travel
total $38,881 · fundraising $38,881
-
22 · Depreciation, depletion and amortization
total $424 · fundraising $424
-
23 · Insurance
total $2,111 · fundraising $2,111
-
24a · Other expenses: REPAIRS AND MAINTENANCE
total $27,734 · fundraising $27,734
-
24b · Other expenses: INTEREST, TAXES AND LIC
total $10,208 · fundraising $10,208
-
24c · Other expenses: MISCELLANEOUS
total $7,671 · fundraising $7,671
-
24d · Other expenses: STAFF DEVELOPMENT
total $3,083 · fundraising $3,083
-
24e · All other expenses
total $709 · fundraising $709
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,233,115 · end of year $3,371,463
-
3 · Pledges and grants receivable
beginning of year $1,077,437 · end of year $3,861,346
-
4 · Accounts receivable
beginning of year $8,330 · end of year $9,020
-
10a · Land, buildings and equipment: cost or other basis
$92,310
-
10b · Land, buildings and equipment: accumulated depreciation
$91,325
-
10c · Land, buildings and equipment, net
beginning of year $1,409 · end of year $985
-
11 · Investments: publicly traded securities
beginning of year $18,969,602 · end of year $18,970,565
-
12 · Investments: other securities
beginning of year $4,267,476 · end of year $4,520,633
-
15 · Other assets
beginning of year $50,587,671 · end of year $54,444,111
-
17 · Accounts payable and accrued expenses
beginning of year $19,191 · end of year $22,400
-
19 · Deferred revenue
end of year $1,500
-
25 · Other liabilities
beginning of year $12,194 · end of year $9,399
-
27 · Net assets without donor restrictions
beginning of year $65,655,016 · end of year $68,236,517
-
28 · Net assets with donor restrictions
beginning of year $11,458,639 · end of year $16,908,307
Mission and programs · 2023
Mission
TO SUPPORT THE MISSION AND PURPOSE OF THE ANNE CARLSEN CENTER, 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.
Activities or mission (Part I)
TO SUPPORT THE MISSION AND PURPOSE OF THE ANNE CARLSEN CENTER.
-
TO SUPPORT THE MISSION AND PURPOSE OF THE ANNE CARLSEN CENTER.
Expenses $356,310 · Grants $356,310
As filed on the 2023 return.
Listed in Part VII
-
ALEX SCHWEITZER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRUCE FURNESS
TRUSTEE (THROUGH AUGUST 2023)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CAROL NITSCHKE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5 + 1.5 related
-
CASEY STOUDT
TRUSTEE (THROUGH AUGUST 2023)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DR POLLY PETERSON
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
DR TAMARA MATHISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
ERIC MONSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GRETCHEN STENEHJEM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HOLLY UTKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KELLY RACHEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LAUREL NELSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LORI NORDBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHELLE STRINDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
NICOLE POOLMAN
CHAIR (THROUGH AUGUST 2023)
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
PATRICIA DWYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PETER JOHNSON
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1.5 + 1.5 related
-
RUTH BERGSTROM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TAMMY VALVO
AUDIT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
THOMAS ROLFSTAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KRISTIN SYVERSON
CFO (THROUGH FEBRUARY 2023)
- Total calculated
- $45,204
- From this org
- $0
- From related orgs
- $43,321
- Other
- $1,883
- Hours/week
- 10 + 40 related
-
NOAH CARLSON
CFO (START JULY 2023)
- Total calculated
- $64,578
- From this org
- $0
- From related orgs
- $64,578
- Other
- $0
- Hours/week
- 10 + 40 related
-
STEPHANIE NELSON
COO
- Total calculated
- $244,226
- From this org
- $0
- From related orgs
- $233,967
- Other
- $10,259
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $233,967 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $9,359 related
- Nontaxable benefits
- $0 + $2,230 related
- Filer's total
- $0 + $245,556 related
-
TIFFANY HUNT
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $153,879
- From this org
- $0
- From related orgs
- $147,961
- Other
- $5,918
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $147,961 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,918 related
- Nontaxable benefits
- $0 + $1,201 related
- Filer's total
- $0 + $155,080 related
-
TIMOTHY EISSINGER
CEO
- Total calculated
- $346,862
- From this org
- $0
- From related orgs
- $319,346
- Other
- $27,516
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $319,346 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,774 related
- Nontaxable benefits
- $0 + $16,072 related
- Filer's total
- $0 + $348,192 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE FOUNDATION RELIED ON A RELATED ORGANIZATION, ANNE CARLSEN CENTER, 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 OF THE COMPENSATION COMMITTEE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$356,310
OPERATIONAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · EDUCATIONAL, RESIDENTIAL, MEDICAL AND THERAPY SERVICES FOR CHILDREN · ND
-
NIERLING ANNE CARLSEN CENTER TRUST
501(C)(3) · PRIVATE FOUNDATION · ND
Directly controlled by ANN CARLSEN CENTER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401939349300315
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.