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← ESSENTIA HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by ESSENTIA HEALTH FOUNDATION.

Totals

Total revenue
$5,508,669
Total expenses
$4,751,059
Contributions and grants received
$4,759,945
Grants paid
$1,967,103
Program service revenue
$0
Investment income
$823,714
Other revenue
-$74,990
Total assets, end of year
$36,679,491
Total liabilities, end of year
$3,101,007
Net assets or fund balances, end of year
$33,578,484
Program services expenses (Part IX)
$2,599,725
Management and general expenses
$1,423,336
Fundraising expenses
$727,998
Program service expenses (Part III)
$2,599,725

Program services were 54.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT ERICKSON MD

    BOARD DIRECTOR

    Total calculated
    $564,187
    From this org
    $0
    From related orgs
    $513,046
    Other
    $51,141
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,957 related
    Bonus
    $0
    Other
    $0 + $3,089 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $26,741 related
    Filer's total
    $0 + $564,187 related

  • DEREK GROVES

    CHIEF DEVELOPMENT OFFICER THRU 7/22

    Total calculated
    $303,599
    From this org
    $275,861
    From related orgs
    $0
    Other
    $27,738
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $194,480
    Bonus
    $36,095
    Other
    $45,286
    Deferred
    $12,168
    Nontaxable benefits
    $15,570
    Filer's total
    $303,599

  • SUSAN OMDALEN

    FOUNDATION DIRECTOR

    Total calculated
    $167,822
    From this org
    $136,159
    From related orgs
    $0
    Other
    $31,663
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $132,419
    Bonus
    $3,000
    Other
    $740
    Deferred
    $7,281
    Nontaxable benefits
    $24,382
    Filer's total
    $167,822

  • GRANT HAUSCHILD

    FOUNDATION DIRECTOR

    Total calculated
    $150,158
    From this org
    $123,940
    From related orgs
    $0
    Other
    $26,218
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $123,859
    Bonus
    $0
    Other
    $81
    Deferred
    $6,580
    Nontaxable benefits
    $19,638
    Filer's total
    $150,158

  • LEANN MOUW

    INTERIM CHIEF DEVELOPMENT OFFICER

    Total calculated
    $144,959
    From this org
    $136,045
    From related orgs
    $0
    Other
    $8,914
    Hours/week
    60

  • KIMBERLY STOKES

    BOARD DIRECTOR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1 + 3 related

  • JASON SCHULLER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KERRI EDBLAD-CHILCOTE

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LAINIE JANKE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA LAGE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD BROWN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BENNETT

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARA FISCHER

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH FOUNDATION'S CHIEF DEVELOPMENT OFFICER'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ESSENTIA HEALTH INSURANCE SERVICES SPC LTD

    C · SELF INSURANCE · CJ · controlled entity

  • MID DAKOTA CLINIC INC

    C · CLINIC OPERATIONS CEASED 9/30/22 · ND · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
30 April 2024
IRS schema version
2022v5.0
Source object
202431219349300443

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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