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Nonprofiteer
← SANFORD HEALTH FOUNDATION NORTH

Form 990 for tax year 2023

Filed by SANFORD HEALTH FOUNDATION NORTH.

Totals

Total revenue
$8,837,846
Total expenses
$6,077,003
Contributions and grants received
$6,329,346
Grants paid
$6,077,003
Program services expenses (Part IX)
$6,077,003
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$6,077,003

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHELLE BRUHN

    EVP, CFO & TREASURER (END 6/23)

    Total calculated
    $3,631,305
    From this org
    $0
    From related orgs
    $3,526,262
    Other
    $105,043
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,911 related
    Bonus
    $0 + $185,400 related
    Other
    $0 + $2,822,951 related
    Deferred
    $0 + $88,278 related
    Nontaxable benefits
    $0 + $16,765 related
    Filer's total
    $0 + $3,631,305 related

  • BILL GASSEN

    TRUSTEE, PRESIDENT & CEO

    Total calculated
    $3,261,032
    From this org
    $0
    From related orgs
    $2,821,352
    Other
    $439,680
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,105,352 related
    Bonus
    $0 + $388,071 related
    Other
    $0 + $327,929 related
    Deferred
    $0 + $438,925 related
    Nontaxable benefits
    $0 + $755 related
    Filer's total
    $0 + $3,261,032 related

  • BILL MARLETTE

    INTERIM, EVP, CFO (BEG 6/23)

    Total calculated
    $1,306,708
    From this org
    $0
    From related orgs
    $1,306,330
    Other
    $378
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $856,004 related
    Bonus
    $0
    Other
    $0 + $450,326 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $378 related
    Filer's total
    $0 + $1,306,708 related

  • MARK LUNDEEN MD

    TRUSTEE, PHYSICIAN

    Total calculated
    $608,433
    From this org
    $0
    From related orgs
    $591,873
    Other
    $16,560
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,852 related
    Bonus
    $0
    Other
    $0 + $281,021 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $60 related
    Filer's total
    $0 + $608,433 related

  • DEB KOSKI

    CHIEF PHILANTHROPIC OFFICER

    Total calculated
    $481,227
    From this org
    $0
    From related orgs
    $432,198
    Other
    $49,029
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,149 related
    Bonus
    $0 + $32,056 related
    Other
    $0 + $41,993 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $32,529 related
    Filer's total
    $0 + $481,227 related

  • MICAH ABERSON

    FORMER EVP

    Total calculated
    $453,110
    From this org
    $0
    From related orgs
    $453,110
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $453,110 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $453,110 related

  • ANDY NORTH

    TRUSTEE, SECRETARY, INDEP CONTRACTOR

    Total calculated
    $324,345
    From this org
    $0
    From related orgs
    $324,345
    Other
    $0
    Hours/week
    0.5 + 6.61 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,345 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $324,345 related

  • BOBBIE TIBBETTS

    FORMER CHIEF PHILANTHROPIC OFFICER

    Total calculated
    $124,802
    From this org
    $0
    From related orgs
    $124,802
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $124,802 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $124,802 related

  • NEIL GULSVIG

    TRUSTEE, CHAIRPERSON

    Total calculated
    $66,718
    From this org
    $0
    From related orgs
    $66,718
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • BRENT TEIKEN

    TRUSTEE, PAST CHAIR

    Total calculated
    $38,404
    From this org
    $0
    From related orgs
    $38,404
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • DON JACOBS

    TRUSTEE (END 12/23)

    Total calculated
    $37,332
    From this org
    $0
    From related orgs
    $37,332
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • LAURIS MOLBERT

    TRUSTEE, VICE CHAIR

    Total calculated
    $37,099
    From this org
    $0
    From related orgs
    $37,099
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • JAMES CAIN

    TRUSTEE

    Total calculated
    $35,599
    From this org
    $0
    From related orgs
    $35,599
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • WESLEY ENGBRECHT

    TRUSTEE

    Total calculated
    $34,599
    From this org
    $0
    From related orgs
    $34,599
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • MARNIE HERMANN

    TRUSTEE, TREASURER (BEG 4/23)

    Total calculated
    $32,099
    From this org
    $0
    From related orgs
    $32,099
    Other
    $0
    Hours/week
    0.5 + 6.61 related

  • ROBIN SMITH

    TRUSTEE, TREASURER (END 4/23)

    Total calculated
    $11,000
    From this org
    $0
    From related orgs
    $11,000
    Other
    $0
    Hours/week
    0.5 + 6.61 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
CERTAIN ITEMS LISTED ON LINE 1A ARE PROVIDED BY RELATED ORGANIZATIONS.
PART I, LINE 3
SANFORD ENGAGES A NATIONALLY RECOGNIZED INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY TO REVIEW THE TOTAL COMPENSATION ARRANGEMENTS OF THE OFFICERS AND EXECUTIVES OF THE ORGANIZATION, INCLUDING THE CEO, AND TO REPORT THE FINDINGS TO THEM FOR DELIBERATION AND ACTION. THE DELIBERATIONS AND ACTIONS ARE RECORDED IN THE MINUTES OF THE SANFORD BOARD OF TRUSTEES. THE MOST RECENT STUDY WAS COMPLETED IN 2023.
PART I, LINES 4A-B
LINE 4A - SEVERANCE OR CHANGE OF CONTROL UPON HIRE OR PROMOTION, SELECT OFFICERS AND KEY EMPLOYEES SIGN AN EXECUTIVE SEVERANCE AGREEMENT (THE "AGREEMENT"). THE AGREEMENT PROVIDES THAT THE EXECUTIVE WILL RECEIVE A MULTIPLE OF HIS OR HER SALARY (BASED ON YEARS OF SERVICE OR POSITION) AS A PAYMENT IN THE EVENT OF A DEFINED SEPARATION EVENT, WHICH CAN INCLUDE AN INVOLUNTARY SEPARATION OR AN EMPLOYEE VOLUNTARILY LEAVING FOR A DEFINED CONTRACTUAL REASON. EXECUTIVES MAY ALSO QUALIFY FOR A PAYMENT FOR SATISFYING A NON-COMPETE. FINAL SEPARATION PAYMENTS MIGHT VARY FROM THE AMOUNT PROVIDED IN THE AGREEMENT AS A RESULT OF NEGOTIATIONS SURROUNDING POST-SEPARATION OBLIGATIONS AND INCENTIVES (THE "SEPARATION" PAYMENT). LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS SANFORD SPONSORS NONQUALIFIED RETIREMENT PLANS FOR SELECT OFFICERS OR KEY EMPLOYEES. CERTAIN OF THE BELOW OFFICERS OR KEY EMPLOYEES WERE PAID AS A RESULT OF A VESTING EVENT. LINES 4A AND 4B - PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS AND/OR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS: MICHELLE BRUHN: SEPARATION.................................$2,157,592 NONQUALIFIED RETIREMENT PLAN.................$576,899 TOTAL......................................$2,734,491 BILL MARLETTE: NON-COMPETE..................................$436,802 MICAH ABERSON: NON-COMPETE..................................$453,110 BOBBIE TIBBETTS: NON-COMPETE..................................$124,802

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403139349301605

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

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