Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
100th percentile
Higher top officer pay than 100% of similar nonprofits.
Top officer pay equals 2767131.2% of source-year revenue.
Asset Growth
10th percentile
Faster asset growth than 10% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
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
Most recent year
2015 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2015 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Charles Dubois | Chair/CEO |
| David Spalding | Chair/CEO |
| Denise Bergevin | Vice President |
| Nancy Nelson | Vice President |
| Jennifer Gillespie | Director |
| John Uribe | Executive Director |
| Jamison Rice | Chief Financial Officer |
| John Orner | Chief Investment Officer |
| Marc Manley | Chief Medical Officer |
| Jane McMahon | Secretary/Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $52,251 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Office Expenses | - | $8,405 | - | $8,405 |
| Other Expenses | - | $69 | - | $69 |
| Total Functional Expenses | $0 | $52,251 | $0 | $52,251 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Federal income taxes | - |
| Other | - |
“Invitation Health and Wellness, Inc. is the sole member of the organization.”
“Invitation Health and Wellness, Inc. as the sole member, elects directors of the organization.”
“Management reviews and approves 990 before filing.”
“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.”
“Compensation process for top official protocol of BCBSM, Inc. via marketplace.”
“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.”
“Compensation process for officers protocol of BCBSM, Inc. via marketplace.”
“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.”
“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.”
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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| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99300 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99710 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 8716847 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1430589 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2605971 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4486653 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 8716847 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 50 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 193674 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1430611 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2605971 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4547640 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 8777946 |
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| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | false |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Federal income taxes |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | Other |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | Financial derivatives and other financial products |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | Closely-held equity interests |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | X 2 |
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| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
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| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | false |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
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| IRS990/ScheduleJRequiredInd | 0 | true |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 170014 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 2 | 124488 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 3 | 57287 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 4 | 575500 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 5 | 355210 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 6 | 211132 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 7 | 206899 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 8 | 103071 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 9 | 204968 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 229000 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 3 | 176966 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 4 | 522000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 5 | 337500 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 6 | 260000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 7 | 255000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 174893 |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 21301 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 2 | 16832 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 3 | 9660 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 4 | 39563 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 5 | 32479 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 6 | 33027 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 7 | 25201 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 13293 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 12696 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 2 | 10154 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 3 | 6169 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 4 | 18886 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 5 | 16768 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 6 | 10847 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 7 | 19419 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 30596 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 55427 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 2 | 37007 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 3 | 23408 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 4 | 33421 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 5 | 84213 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 6 | 49627 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 7 | 50909 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 8 | 466093 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Charles Dubois |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | Jennifer Gillespie |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | Jane McMahon |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 3 | John Uribe |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 4 | Jamison Rice |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 5 | Nancy Nelson |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 6 | John Orner |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 7 | Denise Bergevin |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 8 | Marc Manley |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 9 | David Spalding |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Chair/CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | Director |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 2 | Secretary/Treasurer |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 3 | Executive Director |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 4 | Chief Financial Officer |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 5 | Vice President |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 6 | Chief Investment Officer |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 7 | Vice President |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 8 | Chief Medical Officer |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 9 | Chair/CEO |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 488438 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 2 | 382233 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 3 | 273490 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 4 | 1189370 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 5 | 826170 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 6 | 564633 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 7 | 557428 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 8 | 103071 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 9 | 671061 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | true |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | Severance 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/ExplanationTxt | 1 | Supplemental 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. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I Line 4a |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I Line 4b |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | true |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 0 | BCBSM Inc |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | Common Control |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | Payroll and Misc. Admin. |
| IRS990ScheduleN/DirectorOfSuccessor2Ind | 0 | false |
| IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | Sale of building and land |
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