Form 990 for tax year 2022

Totals

Total revenue

$5,251,213

Total expenses

$4,919,172

Contributions and grants received

$3,148,146

Grants paid

$2,049,239

Program service revenue

$274,499

Investment income

$1,768,978

Other revenue

$59,590

Total assets, end of year

$52,312,824

Total liabilities, end of year

$8,954,806

Net assets or fund balances, end of year

$43,358,018

Program services expenses (Part IX)

$4,150,081

Management and general expenses

$769,091

Fundraising expenses

$0

Program service expenses (Part III)

$4,150,081

Program services were 84.4% 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.

Mission and programs · 2022

• Dakota Medical Foundation (DMF) and its supporting organization, Dakota Medical Charities (DMC), (the "Foundations") are recognized leaders dedicated to addressing societal health problems and improving the health and quality of life for people across North Dakota and northwest Minnesota. The Foundations focus their grants and initiative programs in support of the following areas: Access to Healthcare, Chronic Disease Prevention, Organizational Effectiveness, and Innovation. ACCESS TO HEALTHCARELend A Hand Up Initiative: In 2007, Dakota Medical Foundation established the Lend A Hand Up Initiative to provide financial and fundraising assistance to a defined charitable class of families and individuals in Cass County, ND and Clay County, MN that experience financial hardships due to catastrophic medical issues. In 2019, the mission was expanded to include residents of Becker County, MN. In 2022, the mission was expanded to include financial hardship due to a traumatic event or recent loss of life, in addition to critical health issues. In 2023, the Lend A Hand Up program helped raise $2 million for 70 qualified families. Lend A Hand Up participated in Giving Hearts Day 2023 and raised nearly $125,000 to support financial boosts distributed to each family served by the program. The Foundations have provided boost funding totaling more than $3 million since 2008.

  Expenses $2,885,412 · Grants $2,046,864 · Revenue $274,499

• ORGANIZATIONAL EFFECTIVENESSIn 2023, the Foundations provided $113,000 in grants to Impact Foundation for training and coaching nonprofit leaders involved in Giving Hearts Day across the region. Impact Training and Coaching: The High Impact Institute's ultimate goal is to help individuals and organizations unlock their potential to serve. The High Impact Institute works to help charities build a systematic approach to fundraising and a high impact approach to Board-CEO-team leadership. The High Impact Institute also serves as a co-host and fundraising coach for charities in Giving Hearts Day, one of the first and longest running giving days in the United States. Since 2008, Giving Hearts Day has helped charities raise more than $165 million to improve health and quality of life in North Dakota and northwest Minnesota. DMF Center for Excellence & Innovation: In March 2013, DMF opened a newly-constructed 18,800 square foot building as a gift to the community serving as a nonprofit community center to educate and train area nonprofits, as well as a gathering space for local nonprofits. In 2023, 228 nonprofits used the facility at little or no cost for nearly 500 training, education, and retreat events with more than 8,000 community members in attendance. Since March 2013, over 1,500 nonprofits have utilized the space for 3,100 events with more than 93,000 combined attendees.GivingHeartsDay.org: This technology platform allows charities to accept online contributions from donors, share their stories, and engage volunteers. The website received several upgrades including an update to the admin features to improve charity satisfaction, functionality and overall user experience. The platform also leveraged a stress testing environment to refine high-performance system architecture.Giving Hearts Day Initiative: Together, with Impact Foundation and the Alex Stern Family Foundation, Dakota Medical Foundation hosts an annual 24-hour giving day to boost charity awareness and volunteering and giving in our region. Since inception in 2008, Giving Hearts Day has generated contributions for charities across North Dakota and northwest Minnesota totaling more than $165 million. In fiscal year 2023, Foundation staff led and coordinated the complex undertaking of managing 562 charitable causes and nearly 42,000 donors' experience in our region's most generous day. In 2023, the Foundations expanded ways to give through donation of goods and food items. Area businesses and food pantries hosted the first-ever statewide Giving Hearts Day Food Drive with more than 8,500 pounds of food donated and distributed to food pantries and charities across North Dakota. The Foundations have provided nearly $7.3 million in matching fund grants and incentive grants for participating organizations since inception.

  Expenses $1,264,669 · Grants $2,375

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• Lend A Hand Up

  $343,355

  Program support for individuals experiencing a medical crisis by providing grocery and gas gift cards and boost grants.

• North Dakota Dental Foundation

  $261,225

  Program support to provide dental treatment to rural ND areas and Mission of Mercy.

• Cullen Children's Foundation

  $142,698

  support children's healthcare needs with an emphasis on cancer

• North Dakota Office of the Governor

  $106,500

  Program support for the First Lady's platform to eliminate the shame and stigma of addiction and promote recovery though education and advocacy.

• St Paul's Newman Center

  $47,000

  support youth mental and physical health and help fund new chapel

• Optometric Foundation of North Dakota

  $45,184

  Program support to provide eye exams to children aged 4 and 5 years old and eliminate vision problems.

• New Life Center

  $38,000

  provide support to help men move from homelessness including support for shelter supervisors

• Fargo Public Schools Development Foundation

  $31,500

  Support for necessary health and wellness items and clothing

• St Gerards Community Of Care

  $31,500

  Program support for health-related services for those requiring skilled nursing care

• Fraser Ltd

  $28,500

  support youth and capital campaign for expansion of transitional youth services programs

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.

• Dakota Medical Charities

  501(c)(3) · Supporting Organization · ND · controlled entity

  Directly controlled by Dakota Medical Foundation

• Lend A Hand Up

  501(c)(3) · Supporting Organization · ND · controlled entity

  Directly controlled by Dakota Medical Foundation

Provenance

Return type

form_990

Tax year

2022

Filed

14 August 2024

IRS schema version

2022v5.0

Source object

202422279349303752

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.