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← DAKOTA MEDICAL CHARITIES

Form 990 for tax year 2022

Filed by DAKOTA MEDICAL CHARITIES.

Totals

Total revenue
$3,717,977
Total expenses
$3,861,374
Contributions and grants received
$0
Grants paid
$1,183,953
Program service revenue
$18,000
Investment income
$3,699,977
Other revenue
$0
Total assets, end of year
$79,621,913
Total liabilities, end of year
$366,490
Net assets or fund balances, end of year
$79,255,423
Program services expenses (Part IX)
$3,555,069
Management and general expenses
$306,305
Fundraising expenses
$0
Program service expenses (Part III)
$3,555,069

Program services were 92.1% 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.

  • 2a · Program service revenue: SERVICE CONTRACT

    total $18,000 · related or exempt $18,000

  • 3 · Investment income

    total $2,735,393 · unrelated business $13,207 · excluded $2,722,186

  • 7a · Gross sales of assets other than inventory

    securities $964,584

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $964,584

  • 7d · Net gain or loss

    total $964,584 · excluded $964,584

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,183,953 · program services $1,183,953

  • 5 · Compensation of officers, directors and key employees

    total $442,382 · program services $365,639 · management and general $76,743

  • 7 · Other salaries and wages

    total $845,683 · program services $739,908 · management and general $105,775

  • 8 · Pension plan contributions

    total $102,578 · program services $90,930 · management and general $11,648

  • 9 · Other employee benefits

    total $128,025 · program services $110,837 · management and general $17,188

  • 10 · Payroll taxes

    total $85,936 · program services $73,976 · management and general $11,960

  • 11c · Fees: accounting

    total $16,800 · management and general $16,800

  • 11f · Fees: investment management

    total $327,105 · program services $294,394 · management and general $32,711

  • 11g · Fees: other

    total $58,249 · program services $50,964 · management and general $7,285

  • 12 · Advertising and promotion

    total $96,485 · program services $96,485

  • 13 · Office expenses

    total $56,493 · program services $51,313 · management and general $5,180

  • 14 · Information technology

    total $24,780 · program services $9,280 · management and general $15,500

  • 17 · Travel

    total $14,406 · program services $12,103 · management and general $2,303

  • 19 · Conferences, conventions and meetings

    total $11,717 · program services $11,717

  • 24a · Other expenses: Giving Hearts Day

    total $441,864 · program services $441,864

  • 24b · Other expenses: Dues & Subscriptions

    total $24,908 · program services $21,696 · management and general $3,212

  • 24e · All other expenses

    total $10 · program services $10

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $475,211 · end of year $1,083,085

  • 4 · Accounts receivable

    beginning of year $602 · end of year $1,943

  • 11 · Investments: publicly traded securities

    beginning of year $57,769,131 · end of year $60,268,244

  • 12 · Investments: other securities

    beginning of year $15,137,023 · end of year $16,311,420

  • 15 · Other assets

    beginning of year $2,494,557 · end of year $1,957,221

  • 17 · Accounts payable and accrued expenses

    beginning of year $255,337 · end of year $335,445

  • 25 · Other liabilities

    beginning of year $0 · end of year $31,045

  • 27 · Net assets without donor restrictions

    beginning of year $75,217,914 · end of year $78,852,150

  • 28 · Net assets with donor restrictions

    beginning of year $403,273 · end of year $403,273

Mission and programs · 2022

Mission

With the aim to positively impact health in our region, Dakota Medical Charities hosts a family of programs and education initiatives. We lead initiatives to create a region of the healthiest people, build the fundraising success of charities, and invest in new ideas that create widespread health improvement.We further invest our resources in helping charities become exceptional at fundraising. With adequate money for their missions, organizations multiply their impact on health and quality of life.

Activities or mission (Part I)

Carry out the charitable health related purposes of Dakota Medical Foundation.

  • 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 $2,488,286 · Grants $1,070,953 · Revenue $18,000

  • 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 $1,066,783 · Grants $113,000

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

Listed in Part VII

  • J Patrick Traynor

    Executive Director

    Total calculated
    $541,034
    From this org
    $227,230
    From related orgs
    $227,230
    Other
    $86,574
    Hours/week
    20 + 21 related

    Schedule J breakdown matched by us

    Base
    $182,330 + $182,330 related
    Bonus
    $43,634 + $43,634 related
    Other
    $1,266 + $1,266 related
    Deferred
    $22,800 + $22,800 related
    Nontaxable benefits
    $20,487 + $20,487 related
    Filer's total
    $270,517 + $270,517 related

  • Michael Schumacher

    CFO

    Total calculated
    $267,800
    From this org
    $219,201
    From related orgs
    $0
    Other
    $48,599
    Hours/week
    20 + 21 related

    Schedule J breakdown matched by us

    Base
    $178,108
    Bonus
    $40,056
    Other
    $1,037
    Deferred
    $32,679
    Nontaxable benefits
    $15,920
    Filer's total
    $267,800

  • Rob Lauf DDS Vice Chair

    (Oct- Dec 22)/ Chair (Jan-Sept 23)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Amanda Thomas

    Director/Chair Oct - Dec 22

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Nola McNeally JD

    Director/Vice Chair (Jan - Sept 23)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Chris Kennelly

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Eric Monson

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Hope Yongsmith MD

    Director (Oct -Dec 22)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David Akkerman MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Susan Mathison MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Julene Brown RN

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jennifer Thompson

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Barbra Brookshire OD

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • John Deutsch Pharm D

    Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Seth Novak

    Director (Oct -Dec 22)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kim Meyer

    Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jessica Kuhn CNP

    Director (Jan - Sept 23)

    Total calculated
    $0
    Hours/week
    1 + 4 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 Executive Director is an employee of Dakota Medical Foundation, a related organization. The Executive Director's compensation is determined by the Executive Committee of the Foundations. The Executive Committee serves as the compensation committee and uses the following: independent compensation consultant, Form 990 of other organizations, 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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422289349300132

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

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