HAZELDEN BETTY FORD FOUNDATION

As filed

Subsection

03

NTEE code

F200

Classification

1000

Street

PO BOX 11

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• ADDICTION TREATMENT FOR ADULTS, YOUTH AND FAMILIES:THE GOAL OF THE HAZELDEN BETTY FORD FOUNDATION'S LOVE-INSPIRED, SCIENCE-POWERED CARE IS TO HELP PATIENTS AND FAMILIES SURVIVE SUBSTANCE USE AND MENTAL HEALTH CONDITIONS AND THRIVE IN LIFELONG RECOVERY. WE EMPOWER THOSE WE SERVE TO INITIATE AND SUSTAIN A PROCESS OF CHANGE THROUGH WHICH THEY IMPROVE THEIR HEALTH AND WELLNESS, LIVE A SELF-DIRECTED LIFE, AND STRIVE TO REACH THEIR FULL POTENTIAL. THE FOUNDATION SERVES BOTH ADULTS AND YOUTH AND APPROACHES TREATMENT IN A HOLISTIC, PERSON-CENTERED WAY -- ADDRESSING OUR PATIENTS' ADDICTION, MENTAL HEALTH AND CO-OCCURRING MEDICAL CONDITIONS. OUR COMPREHENSIVE TREATMENT INTEGRATES THE USE OF EVIDENCE-BASED CLINICAL THERAPIES, PEER SUPPORT AND MEDICINE, AND IS INDIVIDUALIZED TO MEET PATIENTS' UNIQUE NEEDS AS THEY PROGRESS FROM CLINICAL MANAGEMENT OF THEIR DISEASE TO COMMUNITY-SUPPORTED SELF-MANAGEMENT OF THEIR RECOVERY. OUR INTERDISCIPLINARY CARE TEAMS CONSIST OF ADDICTION COUNSELORS AND TECHNICIANS; PSYCHOLOGISTS AND OTHER MENTAL HEALTH PROFESSIONALS; PSYCHIATRISTS AND OTHER PHYSICIANS; NURSE PRACTITIONERS, NURSES AND CERTIFIED MEDICAL ASSISTANTS; FAMILY SPECIALISTS; SPIRITUAL CARE PROFESSIONALS; NUTRITIONISTS; RECOVERY COACHES AND WELLNESS SPECIALISTS. IN ADDITION TO ADDICTION TREATMENT, AVAILABLE AT MULTIPLE LEVELS OF CARE, THE HAZELDEN BETTY FORD FOUNDATION PROVIDES ASSESSMENT AND EVALUATION SERVICES, INTERVENTION SERVICES, CLINICALLY SUPERVISED SOBER LIVING OPTIONS, CONTINUING CARE SERVICES AND MENTAL HEALTH SERVICES. THE FOUNDATION ALSO UNDERSTANDS THAT RECOVERY FROM ADDICTION AND MENTAL HEALTH CONDITIONS INVOLVES REBUILDING RELATIONSHIPS WITH FAMILY MEMBERS AND FRIENDS WHO NEED HELP AND SUPPORT OF THEIR OWN. THROUGH OUR FAMILY AND CHILDREN'S PROGRAMS, LOVED ONES RECEIVE EDUCATION, GUIDANCE AND SUPPORT TO ACHIEVE HEALTHIER RELATIONSHIPS AND LIVES.HAZELDEN BETTY FORD'S SERVICES ARE AVAILABLE BOTH IN-PERSON AND VIRTUALLY. IN 2024, THE FOUNDATION'S PHYSICAL SITES WERE IN CENTER CITY, CHASKA, MAPLE GROVE, PLYMOUTH AND ST. PAUL, MINNESOTA; CHICAGO, ILLINOIS; NAPLES, FLORIDA; NEW YORK, NEW YORK; BELLEVUE, WASHINGTON; BEAVERTON AND NEWBERG, OREGON; RANCHO MIRAGE, WEST LOS ANGELES AND SAN DIEGO, CALIFORNIA; AND GREENWOOD VILLAGE, COLORADO. THE ORGANIZATION ALSO PROVIDED TELEHEALTH SERVICES THAT WERE ACCESSIBLE TO PEOPLE LIVING ANYWHERE IN ARIZONA, CALIFORNIA, COLORADO, FLORIDA, ILLINOIS, MINNESOTA, NEW JERSEY, NEW YORK, OREGON, WASHINGTON, AND WISCONSIN. THE FOLLOWING NUMBER OF PEOPLE DIRECTLY BENEFITED FROM HAZELDEN BETTY FORD TREATMENT AND RECOVERY PROGRAMS IN 2024: - RESIDENTIAL ADULT: 5,108 - MENTAL HEALTH ADULT: 3,374 - INTENSIVE OUTPATIENT ADULT: 3,209 - DAY TREATMENT ADULT: 2,510 - OUTPATIENT ADULT: 1,727 - MENTAL HEALTH YOUTH: 696 - RESIDENTIAL YOUTH: 474 - FAMILY PROGRAM ADULT: 388 - RENEWAL CENTER/LODGE: 336 - DAY TREATMENT YOUTH: 270 - CHILDREN'S PROGRAM: 258 - DUAL ENHANCED DAY TREATMENT ADULT: 168 - INTENSIVE OUTPATIENT YOUTH: 155 - DUAL ENHANCED INTENSIVE OUTPATIENT ADULT: 129 - DUAL ENHANCED RESIDENTIAL YOUTH: 92 - OUTPATIENT YOUTH: 70 - FAMILY PROGRAM YOUTH: 69 - DUAL ENHANCED DAY TREATMENT YOUTH: 49 - DUAL ENHANCED INTENSIVE OUTPATIENT YOUTH: 26 - TOTAL PATIENTS SERVED: 19,108 ADDITIONALLY, FINANCIAL ASSISTANCE IS AVAILABLE ON A SLIDING SCALE AND MEASURED AS A DISCOUNT TO STANDARD PROGRAM RATES, AS GROSS CHARGES FOREGONE. IN 2024, MORE THAN $4.5 MILLION WAS PROVIDED TO 3,909 QUALIFYING PATIENTS AND FAMILY MEMBERS.

  Expenses $153,961,432 · Revenue $169,400,116

• PUBLICATION OF EDUCATIONAL MATERIALS:HAZELDEN PUBLISHING IS THE LEADING PUBLISHER OF STATE-OF-THE-ART RESOURCES FOR PREVENTING, TREATING AND MANAGING ADDICTION AND CLOSELY RELATED ISSUES. TRANSLATING RESEARCH INTO PRACTICE, WE HELP ORGANIZATIONS TREAT THE WHOLE CLIENT BY OFFERING INFORMATION, GUIDANCE, TOOLS, AND SUPPORT TO MEET THEIR UNIQUE NEEDS. OUR PUBLICATIONS CONTINUE TO PROVIDE INSPIRATION, GUIDANCE AND ENCOURAGEMENT TO MILLIONS AROUND THE WORLD EVERY DAY. IN 2024, HAZELDEN PUBLISHING GENERATED 10 NEW PUBLICATIONS, TWO NEW DISTRIBUTED PRODUCTS, SEVEN NEW E-BOOKS, 11 NEW TRANSLATION RIGHTS, FIVE NEW SUBSCRIPTIONS, EIGHT NEW AND REFRESHED TRAININGS, AND THREE NEW LICENSES. IF NOT FOR OUR MISSION AND COMMITMENT, MUCH OF THIS MATERIAL WOULD NOT BE PUBLISHED AND AVAILABLE TO CONSUMERS BECAUSE OF ITS LIMITED APPEAL TO MAINSTREAM PUBLISHERS. HAZELDEN PUBLISHING'S MATERIALS ALSO REACH UNDERSERVED POPULATIONS, INCLUDING MANY CUSTOMERS IN THE COMMUNITY TREATMENT, FAITH-BASED AND CORRECTIONS MARKETS. ADDITIONALLY, THROUGH ITS BOOKAID PROGRAM, HAZELDEN PUBLISHING SENT OUT BOOK PACKAGES THAT REACHED PEOPLE THROUGH LIBRARIES THAT SERVE PROGRAMS AND INSTITUTIONS IN NEED. BOOKAID RESOURCES WERE SENT TO INDIVIDUALS AND ORGANIZATIONS IN THE UNITED STATES AND AROUND THE WORLD.HAZELDEN PUBLISHING PUBLISHES THE FIRST VOLUME OF THE FOURTH AND NEWEST EDITION OF THE ASAM CRITERIA, THE COMPREHENSIVE SET OF GUIDELINES EMPOWERING BEHAVIORAL HEALTH PROFESSIONALS TO DEVELOP HOLISTIC, PERSON-CENTERED TREATMENT PLANS FOR PATIENTS WITH ADDICTION AND CO-OCCURRING CONDITIONS. AVAILABLE IN BOTH DIGITAL AND PRINT VERSIONS, THE ASAM CRITERIA'S DIGITAL EDITION BRINGS THE FULL VALUE OF THE GUIDELINES TO LIFE IN AN ENGAGING AND ACCESSIBLE INTERFACE WITH AN INTUITIVE, USER-FRIENDLY DESIGN AND PRACTICAL FEATURES THAT MAKE IT AN ESSENTIAL TOOL FOR PROFESSIONALS, HELPING THEM ELEVATE CARE AND INCREASE RATES OF REIMBURSEMENT. HAZELDEN PUBLISHING ALSO OFFERED TRAININGS TO HELP ORGANIZATIONS EFFECTIVELY IMPLEMENT THE ASAM CRITERIA.HAZELDEN PUBLISHING'S CONSULTING AND TRAINING SOLUTIONS TEAM TRANSFORMS ORGANIZATIONAL SYSTEMS AND CULTURE, EMPOWERING EDUCATORS AND PROVIDERS IN HEALTH CARE, TREATMENT AND SOCIAL SERVICES TO DELIVER EVIDENCE-BASED, BEST-PRACTICE SERVICES THROUGHOUT THE CONTINUUM OF CARE. THE BUILDING ASSETS AND REDUCING RISK DIVISION -- A STRENGTHS-BASED PROGRAM THAT PROVIDES SCHOOLS WITH A COMPREHENSIVE APPROACH TO MEETING THE ACADEMIC, SOCIAL, AND EMOTIONAL NEEDS OF ALL STUDENTS THROUGH TRAINING AND COACHING -- TRAINED 151 SCHOOLS IN 17 STATES IN 2024, IMPACTING THE LIVES OF 10,850 EDUCATORS IN A DIVERSE RANGE OF COMMUNITIES. IN ADDITION, OUR PREVENTION SOLUTIONS DIVISION DELIVERED INTENSIVE EDUCATION TO OVER 30,000 STUDENTS, PARENTS AND SCHOOL FACULTY ACROSS 28 STATES AND 7 COUNTRIES. CONSULTANTS AND TRAINERS IN THE CLINICAL AND MEDICAL SOLUTIONS DIVISION REACHED MORE THAN 3,750 PROFESSIONALS ACROSS 310 UNIQUE ORGANIZATIONS IN 48 STATES AND 3 COUNTRIES IN 2024, ADDRESSING STIGMA ASSOCIATED WITH ADDICTION AND HELPING COMMUNITIES EMBRACE RECOVERY AS THE EXPECTATION. FOR YET ANOTHER YEAR, THE CONSULTING AND TRAINING TEAM IS EMPOWERING PROFESSIONALS TO BE AGENTS OF HOPE AND HEALING.

  Expenses $24,338,331 · Revenue $33,648,674

• HIGHER EDUCATION AND MEDICAL & PROFESSIONAL TRAINING:HAZELDEN BETTY FORD GRADUATE SCHOOLTHE HAZELDEN BETTY FORD GRADUATE SCHOOL PREPARES FUTURE LEADERS IN ADDICTION COUNSELING THROUGH TWO AVAILABLE DEGREES: MASTER OF ARTS IN ADDICTION COUNSELING: ADVANCED PRACTICE AND MASTER OF ARTS IN ADDICTION STUDIES: INTEGRATED RECOVERY FOR CO-OCCURRING DISORDERS. THE SCHOOL EMPHASIZES PUBLIC ENGAGEMENT AS A MEANS OF SERVING CONSTITUENT COMMUNITIES. IN 2024, 85 STUDENTS PROVIDED APPROXIMATELY 43,800 HOURS OF CLINICAL SERVICES AT AGENCIES REACHING UNDERSERVED AND ECONOMICALLY DISADVANTAGED POPULATIONS.THE SCHOOL OFFERS A FULL SCHOLARSHIP EACH YEAR TO A STUDENT WHO WORKS AT CHISAGO COUNTY HEALTH AND HUMAN SERVICES, AND WE PROVIDE CONTINUING EDUCATION TO THESE CHISAGO COUNTY PROFESSIONALS AT NO COST. IN 2024, 45 STUDENTS GRADUATED FROM THE SCHOOL WITH MASTER'S DEGREES. OVERALL, MORE THAN 92% OF GRADUATES WHO SEEK CAREERS IN THE ADDICTION TREATMENT FIELD FIND EMPLOYMENT IN THEIR HOME COMMUNITIES OR AT REGIONAL OR NATIONAL TREATMENT AGENCIES. FACULTY AND GRADUATE SCHOOL LEADERS PARTICIPATE IN PUBLIC SERVICE EVENTS THROUGHOUT THE UNITED STATES AND MAKE RESEARCH, EDUCATIONAL AND SCHOLARLY CONTRIBUTIONS TO THE FIELD OF ADDICTION TREATMENT.MEDICAL & PROFESSIONAL EDUCATIONTHE PROFESSIONALS IN RESIDENCE (PIR) PROGRAM AND THE SUMMER INSTITUTE FOR MEDICAL STUDENTS (SIMS) GIVE MEDICAL STUDENTS, RESIDENTS, HEALTH CARE AND LEGAL PROFESSIONALS AN IN-DEPTH EXPERIENCE WITH THE DYNAMICS OF THE DISEASE OF ADDICTION. INTENSIVE ONE-WEEK PROGRAMS BLEND CLASSES PRESENTED BY HAZELDEN BETTY FORD FOUNDATION PHYSICIANS AND EXPERT CLINICIANS WITH TIME SPENT INTERACTING WITH PATIENTS AND STAFF ON RESIDENTIAL AND DAY TREATMENT UNITS. PARTICIPANTS LEARN ABOUT THE LATEST RESEARCH AND EVIDENCE-BASED METHODS FROM OUR MULTIDISCIPLINARY FACULTY. A ROTATION ON ADDICTION FOR PSYCHIATRY, FAMILY MEDICINE AND INTERNAL MEDICINE RESIDENTS IS AVAILABLE IN MINNESOTA AND CALIFORNIA. A ONE-YEAR ACGME-ACCREDITED ADDICTION MEDICINE FELLOWSHIP IS AVAILABLE AT THE BETTY FORD CENTER IN RANCHO MIRAGE, CALIFORNIA, AND A COURSE ON ADDICTION AND RECOVERY EDUCATION (CARE) IS AVAILABLE WORLDWIDE. THE MINNESOTA, CALIFORNIA AND OREGON SITES OFFER CUSTOMIZED PROGRAMMING FOR LARGER GROUPS. IN 2024, OUR MEDICAL AND PROFESSIONAL EDUCATION PROGRAMS TRAINED A TOTAL OF 90 PARTICIPANTS.

  Expenses $3,447,223 · Grants $772,977 · Revenue $3,660,082

• Withheld by Nonprofiteer: this text may name a private individual.

• WEB AND SOCIAL NETWORKSMORE THAN 3.6 MILLION PEOPLE FROM 230 COUNTRIES VISITED THE CORPORATE WEBSITE, WWW.HAZELDENBETTYFORD.ORG, SEEKING INFORMATION ON A VARIETY OF ADDICTION-RELATED TOPICS, INCLUDING TREATMENT, RECOVERY, EDUCATION, PUBLIC ADVOCACY AND PRODUCTS IN OUR ONLINE BOOKSTORE. SIXTY-SEVEN PERCENT OF ALL VISITS TO THE HAZELDENBETTYFORD.ORG WEBSITE WERE FROM A MOBILE DEVICE. THIRTY PERCENT OF SESSIONS WERE FROM A DESKTOP OR LAPTOP COMPUTER, LESS THAN TWO PERCENT WERE FROM A TABLET, AND LESS THAN ONE PERCENT WERE ON A SMART TV."THOUGHT FOR THE DAY" REMAINED THE MOST POPULAR FEATURE ON THE WEBSITE, WITH 1.1 MILLION VISITS. "THOUGHT FOR THE DAY" PROVIDES DAILY INSPIRATIONAL READINGS FROM ONE OF FIVE HAZELDEN PUBLISHING MEDITATION BOOKS.HAZELDEN BETTY FORD'S AWARD-WINNING "LET'S TALK ADDICTION & RECOVERY AND RECOVERY EQUITY" EDUCATIONAL PODCAST SERIES GENERATED 27,169 DOWNLOADS; SINCE JULY 2018, TOTAL PODCAST ENGAGEMENT IS NEARLY 2 MILLION WORLDWIDE. THE "RECOVERY ROAD" PODCAST SHARES HELPFUL EXCERPTS FROM LEADING AUTHORS IN ADDICTION RECOVERY AND MENTAL HEALTH AND SAW ANOTHER 8,758 DOWNLOADS FROM MORE THAN 5,000 LISTENERS IN 260 DIFFERENT COUNTRIES.WEEKLY LIVING IN RECOVERY EMAILS CONTINUED IN 2024, REACHING OUT WITH 4.5 MILLION EMAILS THAT SHARED HELPFUL RESOURCES, NEWS, AND TOOLS TO HELP ALUMNI AND THOSE IN RECOVERY CONTINUE THEIR HEALING JOURNEY. MORE THAN 17.1 MILLION TODAY'S GIFT DAILY EMAIL MEDITATIONS REACHED INBOXES WITH A 77% OPEN RATE. IN 2024, WE ADDED MORE BOOKS TO OUR MEDITATIONS ROTATION: TWO BOOKS SPECIFIC TO WOMEN, ONE FOR VETERANS, AND ONE FOR PEOPLE IN THE LGBTQIA+ COMMUNITY.THEDAILYPLEDGE.ORG IS AN ONLINE SUPPORT COMMUNITY FOR PEOPLE IN RECOVERY AND THOSE WHO CARE ABOUT THEM. IT IS PROVIDED FREE OF CHARGE BY THE HAZELDEN BETTY FORD FOUNDATION. THE DAILY PLEDGE IS BUILT AROUND THE IDEA OF PLEDGING TO STAY SOBER ONE DAY AT A TIME. IT ALSO OFFERS CHAT RECOVERY MEETINGS, FORUM-STYLE DISCUSSIONS, AND OTHER WAYS FOR PEOPLE TO INTERACT AND SUPPORT EACH OTHER IN RECOVERY. OVER THE COURSE OF 2024, THE COMMUNITY OFFERED MORE THAN 500 MEETINGS WITH AN APPROXIMATE ATTENDANCE OF 1,000 PARTICIPANTS. THIS INCLUDES SEVERAL MEETINGS ATTENDED BY LONGTIME REGULARS AND SOME ALUMNI WHO KEEP SHOWING UP FOR EACH OTHER. ABOUT 4,200 DAILY PLEDGES WERE ADDED TO THE HOME PAGE.THE HAZELDEN BETTY FORD FOUNDATION'S FACEBOOK, TWITTER, INSTAGRAM, YOUTUBE, LINKEDIN AND OTHER SOCIAL MEDIA ACCOUNTS (COMBINED FOR MORE THAN 6.8 MILLION ORGANIC IMPRESSIONS) ALONG WITH ITS AWARD-WINNING MOBILE APPS -- INCLUDING SEVERAL AVAILABLE AT NO COST -- OFFERED ADDITIONAL ACCESS TO RECOVERY RESOURCES, PROVIDING DAILY INSPIRATION, INFORMATION AND FELLOWSHIP.RESOURCE CENTERIN 2024, HAZELDEN BETTY FORD'S RESOURCE CENTER AND REFERENT RELATIONS RECEIVED OVER 156,000 CALLS FROM PEOPLE SEEKING OR REFERRING TO SUBSTANCE USE DISORDER AND MENTAL HEALTH TREATMENT, AS WELL AS MANY MORE SEEKING INFORMATION, ASSISTANCE AND PRODUCTS RELATED TO SUBSTANCE USE AND ADDICTION.HAZELDEN BETTY FORD LIBRARYIN ADDITION TO ITS CORE MISSION OF FULFILLING THE INFORMATIONAL NEEDS OF HAZELDEN BETTY FORD STAFF AND STUDENTS, OUR ADDICTION RESEARCH LIBRARY -- ACCESSIBLE AT: HTTPS://WWW.HAZELDENBETTYFORD.ORG/RESEARCH-STUDIES/ADDICTION-RESEARCH-LIBRARY SERVES THE PUBLIC BY:- WORKING DAILY WITH INFORMATION SHARING AND ADVOCACY EFFORTS IN THE REGIONAL MINITEX, INTERNATIONAL DOCLINE, AND INTERNATIONAL SALIS (SUBSTANCE ABUSE LIBRARIANS AND INFORMATION SPECIALISTS) NETWORKS.- FACILITATING ON OUR WEBSITE THE PRESERVATION AND ACCESS OF ARCHIVED VERSIONS OF THE ETOH AND CORK ADDICTION-RELATED JOURNAL DATABASES, FREE TO ALL INTERNET USERS AND AVAILABLE NOWHERE ELSE ONLINE.- PROVIDING SCHOLARSHIPS, VIA THE A.A. HECKMAN ENDOWED FELLOWSHIP FUND, TO HELP INDIVIDUALS STUDY THE ADDICTION-RELATED ARCHIVES HOUSED ON OUR CAMPUS IN CENTER CITY, MINNESOTA.PATIENT FINANCIAL ASSISTANCE AND OTHER COSTS TO THE FOUNDATION OF PROVIDING CHARITY CARE AND COMMUNITY BENEFITS ARE AS FOLLOWS FOR THE YEARS ENDED DECEMBER 31:-PATIENT AID ESTIMATED COST - $4,577,000-MINNESOTA CARE TAX - $1,792,000-BUTLER CENTER FOR RESEARCH - $1,313,000-INFORMATION CENTER - $273,000-INSTITUTE FOR RECOVERY ADVOCACY - $531,000-PROFESSIONALS IN RESIDENCE, BFC MED ED, SIMS - $584,000-CHILDREN'S PROGRAMS - $1,391,000-GRADUATE SCHOOL SCHOLARSHIPS - $359,000TOTAL - $10,820,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• DR JOSEPH LEE

  PRESIDENT AND CEO

  Total calculated

  $844,704

  From this org

  $799,604

  From related orgs

  $0

  Other

  $45,100

  Hours/week

  50 + 10 related

  Schedule J breakdown matched by us

  Base

  $626,983

  Bonus

  $138,149

  Other

  $34,472

  Deferred

  $43,700

  Nontaxable benefits

  $1,400

  Filer's total

  $844,704

• MARYPAT WOODARD

  CHAIR

  Total calculated

  $0

  Hours/week

  5

• BILL PARKER

  FORMER CHAIR

  Total calculated

  $0

  Hours/week

  1

• JOHN POWER SR

  VICE CHAIR

  Total calculated

  $0

  Hours/week

  2

• SUSAN FORD BALES

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• RUTH BARKER

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• JAMES FREY

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• CINI GANNON ROBB

  MEMBER (THRU 06/24)

  Total calculated

  $0

  Hours/week

  1

• JAMES R GREENBAUM

  MEMBER (THRU 06/24)

  Total calculated

  $0

  Hours/week

  1

• KATHRYN HELGAAS BURGUM

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• ANN HIGHET

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• MARIA MCDONALD

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• JENNIFER MILLER

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• PETER MORIMOTO

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• NANCY ORR

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• ROBERT REIFSCHNEIDER

  MEMBER (THRU 11/24)

  Total calculated

  $0

  Hours/week

  1

• MICHAEL SIME

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• CAMERON STRANG

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• QUINTON STUDER

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• DONALD WARNE

  MEMBER (THRU 06/24)

  Total calculated

  $0

  Hours/week

  1

• JONATHAN WEBB

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• CATHERINE WEYERHAEUSER

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• EMILY PIPER

  CHIEF LEGAL, ADVOCACY AND

  Total calculated

  $459,720

  From this org

  $379,974

  From related orgs

  $0

  Other

  $79,746

  Hours/week

  50 + 10 related

  Schedule J breakdown matched by us

  Base

  $319,337

  Bonus

  $60,143

  Other

  $494

  Deferred

  $34,282

  Nontaxable benefits

  $45,464

  Filer's total

  $459,720

• ARNOLD STUEBER

  CHIEF FINANCIAL AND ADMIN

  Total calculated

  $503,344

  From this org

  $427,055

  From related orgs

  $0

  Other

  $76,289

  Hours/week

  50 + 10 related

  Schedule J breakdown matched by us

  Base

  $379,237

  Bonus

  $47,234

  Other

  $584

  Deferred

  $35,148

  Nontaxable benefits

  $41,141

  Filer's total

  $503,344

• ALTA DEROO

  CHIEF MEDICAL OFFICER

  Total calculated

  $633,311

  From this org

  $609,103

  From related orgs

  $0

  Other

  $24,208

  Hours/week

  50

  Schedule J breakdown matched by us

  Base

  $483,837

  Bonus

  $86,678

  Other

  $38,588

  Deferred

  $17,851

  Nontaxable benefits

  $6,357

  Filer's total

  $633,311

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $228,065,016

  Expenses

  $239,112,218

  Contributions

  $14,478,833

  Grants paid

  $772,977

• 2023

  Revenue

  $219,658,289

  Expenses

  $226,955,255

  Contributions

  $15,615,092

  Grants paid

  $1,006,959

• 2022

  Revenue

  $236,834,371

  Expenses

  $228,879,980

  Contributions

  $39,739,980

  Grants paid

  $1,404,736

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2024 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2023 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2022 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $254,252,647

  Expenses

  $216,863,788

  Assets (EOY)

  $572,943,680

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $187,826,240

  Expenses

  $198,675,986

  Assets (EOY)

  $539,710,719

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $201,742,133

  Expenses

  $199,181,062

  Assets (EOY)

  $519,529,650

• 2018 · 990

  Revenue

  $193,666,372

  Expenses

  $185,172,799

  Assets (EOY)

  $479,494,232

• 2017 · 990

  Revenue

  $183,947,324

  Expenses

  $191,628,152

  Assets (EOY)

  $487,490,830

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $787,150

  2023 · For grant recipient's exempt purposes

• MAYO CLINIC

  $750,371

  2023 · SUPPORT CHARITABLE PROGRAMS

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $445,642

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $366,550

  2022 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $267,630

  2023 · HEALTH

• DONOR ADVISED CHARITABLE GIVING

  $260,750

  2022 · HEALTH

• DONOR ADVISED CHARITABLE GIVING

  $204,425

  2024 · HEALTH

• MAYO CLINIC

  $157,948

  2022 · SUPPORT CHARITABLE PROGRAMS

• RANCHO SANTA FE FOUNDATION

  $150,000

  2023 · SOCIAL SERVICES

• THE BLACKBAUD GIVING FUND

  $124,932

  2022 · GENERAL SUPPORT

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

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files