Civic Intelligence

Deer River Area Healthcare Foundation

EIN 41-1770765 • 501(c)3 • Deer River, MN

Pub. 78 Eligible990-N Coverage

Profile

A place for all to learn, grow and share through physical, mental, and spiritual health. To build a stronger, healthier, more vibrant community.

Eight First Street NEDeer River, MN 56636

www.forwardhealthfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

1.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$918,908

Up $53,416 (+6.2%) from 2023

Liabilities

Down

$3,716

Down $997 (-21%) from 2023

Net Assets

Up

$915,192

Up $54,413 (+6.3%) from 2023

Revenue

Up

$158,475

Up $2,410 (+1.5%) from 2023

Expenses

Down

$177,021

Down $20,514 (-10%) from 2023

Net Income

Up

-$18,546

Up $22,924 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $335,506Liabilities 2012: $0Net Assets 2012: $335,5062012Assets 2013: $333,270Liabilities 2013: $0Net Assets 2013: $333,2702013Assets 2014: $770,403Liabilities 2014: $0Net Assets 2014: $770,4032014Assets 2015: $759,394Liabilities 2015: $0Net Assets 2015: $759,3942015Assets 2016: $765,953Liabilities 2016: $0Net Assets 2016: $765,9532016Assets 2017: $737,533Liabilities 2017: $0Net Assets 2017: $737,5332017Assets 2018: $768,416Liabilities 2018: $0Net Assets 2018: $768,4162018Assets 2019: $785,473Liabilities 2019: $0Net Assets 2019: $785,4732019Assets 2020: $1,026,087Liabilities 2020: $4,567Net Assets 2020: $1,021,5202020Assets 2021: $1,055,042Liabilities 2021: $9,613Net Assets 2021: $1,045,4292021Assets 2022: $803,645Liabilities 2022: $1,177Net Assets 2022: $802,4682022Assets 2023: $865,492Liabilities 2023: $4,713Net Assets 2023: $860,7792023Assets 2024: $918,908Liabilities 2024: $3,716Net Assets 2024: $915,1922024

Highlighted filing

2024

Assets$918,908
Liabilities$3,716
Net Assets$915,192

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $300,022Expenses 2012: $1,201Net Income 2012: $298,8212012Revenue 2013: $3,484Expenses 2013: $5,720Net Income 2013: -$2,2362013Revenue 2014: $458,696Expenses 2014: $27,931Net Income 2014: $430,7652014Revenue 2015: $49,079Expenses 2015: $60,088Net Income 2015: -$11,0092015Revenue 2016: $79,068Expenses 2016: $72,509Net Income 2016: $6,5592016Revenue 2017: $85,438Expenses 2017: $113,858Net Income 2017: -$28,4202017Revenue 2018: $137,628Expenses 2018: $106,745Net Income 2018: $30,8832018Revenue 2019: $135,264Expenses 2019: $118,207Net Income 2019: $17,0572019Revenue 2020: $270,198Expenses 2020: $145,091Net Income 2020: $125,1072020Revenue 2021: $127,824Expenses 2021: $193,925Net Income 2021: -$66,1012021Revenue 2022: $122,823Expenses 2022: $189,082Net Income 2022: -$66,2592022Revenue 2023: $156,065Expenses 2023: $197,535Net Income 2023: -$41,4702023Revenue 2024: $158,475Expenses 2024: $177,021Net Income 2024: -$18,5462024

Highlighted filing

2024

Revenue$158,475
Expenses$177,021
Net Income-$18,546

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.0
Gross Receipts
$542,791
Mission and Program Overview

Mission

A place for all to learn, grow and share through physical, mental, and spiritual health. To build a stronger, healthier, more vibrant community.

A place for all to learn, grow and share through physical, mental, and spiritual health. Working to build a healthy and vibrant community together.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$860,779$915,192▲ $54,413
Investments in Publicly Traded Securities$806,103$884,864▲ $78,761
Savings and Temporary Cash Investments$26,203$27,412▲ $1,209
Cash and Non-Interest-Bearing Accounts$33,186$6,632▼ $26,554
Total Assets$865,492$918,908▲ $53,416
Liabilities
Accounts Payable and Accrued Expenses$4,713$3,716▼ $997
Total Liabilities$4,713$3,716▼ $997
Net Assets / Fund Balance
Total Net Assets Fund Balance$860,779$915,192▲ $54,413
Total Liabilities and Net Assets / Fund Balance$865,492$918,908▲ $53,416
Compensation and Service Providers

Board Members and Trustees

NameTitle
Judy DimichBoard Chair
Andrew ShawVice Chair
Beth AndersonDirector
Brad BoxDirector
Dave DelawyerDirector
James GordonDirector
Kayleen MonacelliDirector
Michael FairbanksDirector
Rachel HerringDirector
Samantha MartinDirector
Gwenn SmithTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$98,687
Program Service Revenue
$0
Investment Income
$28,839
Other Revenue
$30,949
Change in Net Assets
$-18,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$77,980
Grants and Similar Amounts Paid$51,888
Other Expenses$47,153
Total Fundraising Expense$7,857
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,368$31,710$6,342$63,420
Grants to Domestic Orgs$51,888--$51,888
Office Expenses$9,814$3,371-$13,185
Occupancy-$10,800-$10,800
Fees for Service Investment Mgmnt Fees-$6,587-$6,587
Other Employee Benefits$1,558$4,050$623$6,231
Payroll Taxes$1,275$3,314$510$5,099
Fees for Services Accounting-$4,180-$4,180
Advertising$4,168--$4,168
Other Salaries and Wages$807$2,100$323$3,230
Travel$1,165$1,165-$2,330
Insurance-$1,827-$1,827
Conferences and Meetings$351$1,299-$1,650
Fees for Services Other$172$382$59$613
Other Expenses$20$549-$20
Total Functional Expenses$97,830$71,334$7,857$177,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Coro Medical---$8,460
10 Others---$6,575
Essentia Health - Vein Finder---$5,809
Essentia Health - Iv Start Chair---$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,275
Fundraising Direct Expenses$34,326
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$30,545$30,545$2,631$27,914
Party in the Pa$16,500$16,500$8,815$7,685
Total Events$61,130$61,130$33,776$27,354
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board reviews form 990 at regularily scheduled meeting and approves it before it is sent to the irs.

Form 990, Page 6, Part VI, Line 19

After board approval. All 990 documents are available to the public upon request at the foundation's office.

Filing and Contact Details

Filer

Filer Name
Forward Health Foundation
EIN
41-1770765
Phone
2182461951
Address
EIGHT FIRST STREET NE, DEER RIVER, MN 56636

Signing Officer

Name
Judy Dimich
Title
Board Chair
Phone
2182464212
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Dimich
Formed
1994
Voting Board Members
11
Independent Board Members
11
Employees
2

Preparer

Firm
Blake & Lind Cpas Pllc
Address
504 NW 1ST AVE STE 200, GRAND RAPIDS, MN 55744
Preparer
Steven B Riley
Phone
2183262879
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0860779
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0915192
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026203
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027412
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 108,403
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0104954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0521168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020245
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018783
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016579
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096528
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt058
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt065275
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt057127
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt051276
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0173678
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65860
IRS990ScheduleA/PublicSupportPY170Pct00.72350
IRS990ScheduleA/PublicSupportTotal170Amt0521168
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0104954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100985
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0521168
IRS990ScheduleA/TotalSupportAmt0791374
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033776
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0460
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0960
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARTY IN THE PA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010140
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030545
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061130
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027354
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02655
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02655
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01882
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013328
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04159
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01734
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06093
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/CashGrantAmt15809
IRS990ScheduleI/RecipientTable/CashGrantAmt28460
IRS990ScheduleI/RecipientTable/CashGrantAmt36575
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ESSENTIA HEALTH - IV START CHAIR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ESSENTIA HEALTH - VEIN FINDER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CORO MEDICAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt310 OTHERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0RESORT AED (6)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWS FORM 990 AT REGULARILY SCHEDULED MEETING AND APPROVES IT BEFORE IT IS SENT TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER BOARD APPROVAL. ALL 990 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FOUNDATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0865492
IRS990/TotalAssetsEOYAmt0918908
IRS990/TotalAssetsGrp/BOYAmt0865492
IRS990/TotalAssetsGrp/EOYAmt0918908
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt098687
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07857
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097830
IRS990/TotalFunctionalExpensesGrp/TotalAmt0177021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04713
IRS990/TotalLiabilitiesEOYAmt03716
IRS990/TotalLiabilitiesGrp/BOYAmt04713
IRS990/TotalLiabilitiesGrp/EOYAmt03716
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0860779
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0915192
IRS990/TotalProgramServiceExpensesAmt097830
IRS990/TotalRevenueGrp/ExclusionAmt053672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06116
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158475
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0865492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0918908
IRS990/TravelGrp/ManagementAndGeneralAmt01165
IRS990/TravelGrp/ProgramServicesAmt01165
IRS990/TravelGrp/TotalAmt02330
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01057 COMSTOCK DRIVE
IRS990/USAddress/CityNm0DEER RIVER
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd056636
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

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