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← NAEVE HEALTH CARE FOUNDATION

Form 990 for tax year 2023

Filed by NAEVE HEALTH CARE FOUNDATION.

Totals

Total revenue
$303,677
Total expenses
$298,275
Contributions and grants received
$8,997
Grants paid
$252,702
Program services expenses (Part IX)
$252,702
Management and general expenses
$45,573
Fundraising expenses
$0
Program service expenses (Part III)
$252,702

Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL KOLKER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    12

  • CORRINE TIMS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    6

  • DIANE CLARK

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • SHANNON STEENSMA

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • DIANE DAMEROW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • DIANE WICHMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • GARY SCHINDLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • KAREN CONN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • NICK SCHILTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • MATTHEW GREIBROK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6

  • DR TIMOTHY KOZELSKEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 40 related

  • DR HEIDI GASTON

    TRUSTEE

    Total calculated
    $573,337
    From this org
    $0
    From related orgs
    $515,370
    Other
    $57,967
    Hours/week
    6 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,089 related
    Bonus
    $0
    Other
    $0 + $25,281 related
    Deferred
    $0 + $25,033 related
    Nontaxable benefits
    $0 + $32,934 related
    Filer's total
    $0 + $573,337 related

  • DR SUMIT BHAGRA

    EX-OFFICIO OFFICER

    Total calculated
    $428,747
    From this org
    $0
    From related orgs
    $388,285
    Other
    $40,462
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,019 related
    Bonus
    $0
    Other
    $0 + $8,266 related
    Deferred
    $0 + $34,495 related
    Nontaxable benefits
    $0 + $5,967 related
    Filer's total
    $0 + $428,747 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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

SCHEDULE J, PART III, SUPPLEMENTAL INFORMATION:
THE SUBORDINATES WITHIN THE MAYO CLINIC GROUP RETURN FILING HAVE A SUPPLEMENTAL RETIREMENT PLAN (SRP) DESIGNED TO ROUGHLY APPROXIMATE AN EXTENSION OF THE BENEFITS UNDER THE MAYO PENSION PLAN TO INCOME ABOVE THE INTERNAL REVENUE CODE QUALIFIED PLAN LIMIT IN SECTION 401(A)(17). STARTING JANUARY 1, 2011, ALL SRP BENEFITS ARE PAID AS AN ANNUAL TAXABLE CASH PAYMENT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED A PAYMENT FROM THE SUPPLEMENTAL RETIREMENT PLAN. AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). GASTON, HEIDI $9,961 BHAGRA, SUMIT $7,254

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

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.

  • MAYO CLINIC

    501(C)(3) · PATIENT CARE, RESEARCH, AND EDUCATION · MN

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202433199349310883

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