Civic Intelligence

Invitation Health Institute

EIN 41-1907276 • 501(c)3 • Saint Paul, MN

Profile

Invitation Health Institute The Institute promotes public health by collaberating with communities to create and provide innovative and culturally appropriate prevention services and products woldwide.

3535 Blue Cross RoadSaint Paul, MN 55122
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-697938%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

100th percentile

$885,482

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 2767131.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$0

Down $390,483 (-100%) from 2014

Liabilities

Down

$0

Down $167,143 (-100%) from 2014

Net Assets

Down

$0

Down $223,340 (-100%) from 2014

Revenue

Up

$32

Up $321,290 (+100%) from 2014

Expenses

Up

$223,372

Up $171,121 (+327%) from 2014

Net Income

Up

-$223,340

Up $150,169 (+40%) from 2014

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,291,867Liabilities 2010: $964,366Net Assets 2010: $4,327,5012010Assets 2011: $3,613,102Liabilities 2011: $727,553Net Assets 2011: $2,885,5492011Assets 2012: $2,935,217Liabilities 2012: $2,232,843Net Assets 2012: $702,3742012Assets 2013: $1,871,765Liabilities 2013: $1,274,916Net Assets 2013: $596,8492013Assets 2014: $390,483Liabilities 2014: $167,143Net Assets 2014: $223,3402014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,241,1252010Expenses 2011: $4,013,7002011Expenses 2012: $3,331,1152012Revenue 2013: $193,634Expenses 2013: $299,159Net Income 2013: -$105,5252013Revenue 2014: -$321,258Expenses 2014: $52,251Net Income 2014: -$373,5092014Revenue 2015: $32Expenses 2015: $223,372Net Income 2015: -$223,3402015

Highlighted filing

2015

Revenue$32
Expenses$223,372
Net Income-$223,340

Filings

Latest Detailed Filing

The latest 2015 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$1,178,874
Mission and Program Overview

Mission

Invitation Health Institute The Institute promotes public health by collaberating with communities to create and provide innovative and culturally appropriate prevention services and products woldwide.

Invitation Health Institute The Institute promotes public health by collaberating with communities to create and provide innovative and culturally appropriate prevention services and products worldwide.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,460,000--
Investments in Publicly Traded Securities$390,444$390,478▲ $34
Prepaid Expenses and Deferred Charges$21,318--
Accounts Receivable$3$5▲ $2
Total Assets$1,871,765$390,483▼ $1,481,282
Liabilities
Accounts Payable and Accrued Expenses$1,271,503$167,143▼ $1,104,360
Other Liabilities$3,413--
Total Liabilities$1,274,916$167,143▼ $1,107,773
Net Assets / Fund Balance
Unrestricted Net Assets$596,849$223,340▼ $373,509
Total Net Assets Fund Balance$596,849$223,340▼ $373,509
Total Liabilities and Net Assets / Fund Balance$1,871,765$390,483▼ $1,481,282
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles DuboisChair/CEO
David SpaldingChair/CEO
Denise BergevinVice President
Nancy NelsonVice President
Jennifer GillespieDirector
John UribeExecutive Director
Jamison RiceChief Financial Officer
John OrnerChief Investment Officer
Marc ManleyChief Medical Officer
Jane McMahonSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-321,258
Other Revenue
$0
Change in Net Assets
$-373,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$8,405-$8,405
Other Expenses-$69-$69
Total Functional Expenses$0$52,251$0$52,251
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Other-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6

Invitation Health and Wellness, Inc. is the sole member of the organization.

Form 990, Part VI, Line 7A

Invitation Health and Wellness, Inc. as the sole member, elects directors of the organization.

Form 990, Part VI, Line 11B

Management reviews and approves 990 before filing.

Form 990, Part VI, Line 12C

Annually directors, officers, and key employees of Invitation Health Institute are required to complete a detailed questionnaire asking for information that could give rise to potential conflicts pursuant to the Invitation Health Institute standards of conduct for the board and its members, the Invitation Health Institute articles of incorporation, and the BCBSM, Inc. compliance program adopted by the Invitation Health Institute. All those persons are advised to provide updates with respect to circumstances that could give rise to potential conflicts. Information is reviewed by the board chair, legal counsel and the full board of directors to determine if conflicts exist and if any safeguards need to be taken with respect to any such potential conflicts. If conflicts were to be found, the person would recuse himself/herself from any board discussions and/or board actions if it became a board related matter and the corporation would follow applicable law for Minnesota nonprofit corporations in dealing with the situation.

Form 990, Part VI, Line 15A

Compensation process for top official protocol of BCBSM, Inc. via marketplace.

Form 990, Part VI, Line 19

Financial information about the organization is available to the general public through the website maintained by the Minnesota Attorney General. The general conflict of interest policy within the code of conduct is available on the BCBSM, Inc. website. Copies of the organizations Articles of Incorporation can be ordered from the Minnesota Secretary of States website. The organizations Bylaws are not made available to the public.

Form 990, Part VI, Line 15B

Compensation process for officers protocol of BCBSM, Inc. via marketplace.

Filing and Contact Details

Filer

Filer Name
Invitation Health Institute
EIN
41-1907276
Phone
6516621106
Address
3535 Blue Cross Road, Saint Paul, MN 55122

Signing Officer

Name
Denise Bergevin
Title
Vice President Finance Corporate Co
Phone
6516621106
Signed
2015-11-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Denise Bergevin
Formed
1998
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
2
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

As of November 2012, Invitation Health and Wellness, the sole member of Invitation Health Institute, took action to authorize the business unwind process for Invitation Health Institute. The Invitation Health Institute board took similar action to affirm the unwind and exiting of existing business activities and authorized the same. As of 12/31/2014, all existing contracts have been either completed or terminated.

Financial Statement Notes

X 2

FIN 48 Footnote - As of December 31, 2014, there were no material positions for which management believes it is reasonably possible that the total amounts will significantly increase or decrease within 12 months of the reporting date.

Raw XML AppendixShowing 400 of 668 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 Footnote - As of December 31, 2014, there were no material positions for which management believes it is reasonably possible that the total amounts will significantly increase or decrease within 12 months of the reporting date.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Charles Dubois
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Jennifer Gillespie
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Jane McMahon
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3John Uribe
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Jamison Rice
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5Nancy Nelson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6John Orner
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm7Denise Bergevin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm8Marc Manley
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm9David Spalding
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chair/CEO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Secretary/Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Executive Director
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt7Vice President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt8Chief Medical Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt9Chair/CEO
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Severance provides continuation of base salary if participant is separated from service under an involuntary separation. Listed are individuals who received a severance payment from BCBSM, Inc. David Spalding 291,200.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1Supplemental Retirement Plan SRP provides benefits for certain employees who participate in the Pension Equity Plan in excess of the limitation of benefit imposed by Section 401a17 and 415 of the Internal Revenue Code. Listed are the individuals who received SRP Supplemental Retirement Plan payment from BCBSM, Inc. David Spalding 54,956.
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IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Sale of building and land

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