Civic Intelligence

Altru Health Foundation

990 • Fiscal year 2017 • EIN 45-0368330

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 28, 2018

Organization ProfileWWW.ALTRU.ORG
PO Box 6002Grand Forks, ND 58206-6002

(701) 780-5200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$846,935

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$15,377,489

Up $2,586,379 (+20%) from 2016

Net Assets

Up

$15,126,571

Up $2,620,499 (+21%) from 2016

Liabilities

Down

$250,918

Down $34,120 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin90th percentile

Revenue

Up

$4,123,461

Up $663,764 (+19%) from 2016

Expenses

Down

$2,184,186

Down $505,714 (-19%) from 2016

Net Income

Up

$1,939,275

Up $1,169,478 (+152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $10,615,164Liabilities 2010: $353,598Net Assets 2010: $10,261,5662010Assets 2011: $10,142,969Liabilities 2011: $342,754Net Assets 2011: $9,800,2152011Assets 2012: $11,803,070Liabilities 2012: $383,544Net Assets 2012: $11,419,5262012Assets 2013: $13,087,566Liabilities 2013: $217,739Net Assets 2013: $12,869,8272013Assets 2014: $12,964,186Liabilities 2014: $358,532Net Assets 2014: $12,605,6542014Assets 2015: $12,204,453Liabilities 2015: $297,344Net Assets 2015: $11,907,1092015Assets 2016: $12,791,110Liabilities 2016: $285,038Net Assets 2016: $12,506,0722016Assets 2017: $15,377,489Liabilities 2017: $250,918Net Assets 2017: $15,126,5712017Assets 2018: $14,610,492Liabilities 2018: $327,741Net Assets 2018: $14,282,7512018Assets 2019: $15,513,659Liabilities 2019: $72,601Net Assets 2019: $15,441,0582019Assets 2020: $16,766,439Liabilities 2020: $68,299Net Assets 2020: $16,698,1402020Assets 2021: $17,808,212Liabilities 2021: $93,189Net Assets 2021: $17,715,0232021Assets 2022: $16,452,270Liabilities 2022: $132,083Net Assets 2022: $16,320,1872022Assets 2023: $19,444,039Liabilities 2023: $21,522Net Assets 2023: $19,422,5172023Assets 2024: $24,331,873Liabilities 2024: $1,257,128Net Assets 2024: $23,074,7452024

Highlighted filing

2017

Assets$15,377,489
Liabilities$250,918
Net Assets$15,126,571
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,398,7672010Expenses 2011: $1,700,5842011Expenses 2012: $1,655,0932012Revenue 2013: $3,006,644Expenses 2013: $2,000,629Net Income 2013: $1,006,0152013Revenue 2014: $2,972,470Expenses 2014: $2,622,494Net Income 2014: $349,9762014Revenue 2015: $3,276,996Expenses 2015: $3,349,358Net Income 2015: -$72,3622015Revenue 2016: $3,459,697Expenses 2016: $2,689,900Net Income 2016: $769,7972016Revenue 2017: $4,123,461Expenses 2017: $2,184,186Net Income 2017: $1,939,2752017Revenue 2018: $3,395,819Expenses 2018: $2,440,690Net Income 2018: $955,1292018Revenue 2019: $3,254,240Expenses 2019: $3,603,785Net Income 2019: -$349,5452019Revenue 2020: $2,598,732Expenses 2020: $2,493,157Net Income 2020: $105,5752020Revenue 2021: $5,022,342Expenses 2021: $2,781,245Net Income 2021: $2,241,0972021Revenue 2022: $4,171,834Expenses 2022: $2,860,845Net Income 2022: $1,310,9892022Revenue 2023: $6,303,184Expenses 2023: $4,346,285Net Income 2023: $1,956,8992023Revenue 2024: $10,564,460Expenses 2024: $7,211,815Net Income 2024: $3,352,6452024

Highlighted filing

2017

Revenue$4,123,461
Expenses$2,184,186
Net Income$1,939,275
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 28, 2018
Return Version
2017v2.3
Gross Receipts
$7,299,395
Mission and Program Overview

Mission

Improving health, enriching lifewhy we serve: to support altru health system in fulfilling its mission of achieving optimum health for all residents in our region through the funding of technology, facilities, medical education and health care for those in need.how we serve: by educating, encouraging, receiving and administering individuals and organizations' gifts and responsibly distributing charitable contributions to altru patient care programs and services.whom we serve: any individual or organization who shares a connection with altru health system and a concern for quality health care.who we are: an essential subsidiary 501(c)(3) corporation with its own board of directors responsible to our donors and the altru health system board of directors.

Altru health foundation's primary role is to raise money to support the mission and corporate operations of other not-for-profit corporations within the altru family. Donations to the foundation may be realized through outright gifts of cash, stock or property, bequests, various planned or deferred gifts, and grants by individuals, private businesses, publicly held corporations, other philanthropic foundations and government granting agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,486,788$8,660,019▲ $2,173,231
Investments in Publicly Traded Securities$5,768,000$5,979,478▲ $211,478
Cash and Non-Interest-Bearing Accounts$235,082$505,145▲ $270,063
Pledges and Grants Receivable$142,615$41,358▼ $101,257
Land, Buildings, and Equipment, Net$42,492$38,284▼ $4,208
Savings and Temporary Cash Investments$35,266$36,765▲ $1,499
Prepaid Expenses and Deferred Charges$360$360→ $0
Total Assets$12,791,110$15,377,489▲ $2,586,379
Other Assets Total$80,507$116,080▲ $35,573
Liabilities
Other Liabilities$198,370$166,729▼ $31,641
Accounts Payable and Accrued Expenses$86,668$84,189▼ $2,479
Total Liabilities$285,038$250,918▼ $34,120
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,685,128$9,706,148▲ $2,021,020
Permanently Rstr Net Assets$3,263,139$3,462,552▲ $199,413
Unrestricted Net Assets$1,557,805$1,957,871▲ $400,066
Total Net Assets Fund Balance$12,506,072$15,126,571▲ $2,620,499
Total Liabilities and Net Assets / Fund Balance$12,791,110$15,377,489▲ $2,586,379

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,284$82,651$120,935
Other Securities$36,993--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,990,343$199,413▲ $392,769$64,372$4,518,153
2016$3,985,815$154,056▲ $131,549$281,077$3,990,343
2015$3,907,532$205,998▲ $7,604$135,319$3,985,815
2014$3,793,266$131,003▲ $115,984$132,721$3,907,532
2013$3,518,772$177,955▲ $214,546$118,007$3,793,266
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon GreenExecutive DirectorFT$164,970$136,616$301,586

Board Members and Trustees

NameTitle
Sandy DittusChair & Secretary/treasurer
Monica MusichDirector & Honorary Chair
Gregg HalversonHonorary Chair & Chair
David KvidtDirector & Vice Chair
Amanda BentowVice Chair
Andrea Lays MdDirector
Jeanne PetersonDirector
Jenny ArelDirector
Karen ThingelstadDirector
Keith LundDirector
Lori Reesor PhdDirector
Skip GreenbergDirector
William HaugDirector
Dwight ThompsonCFO
David MolmenEx-officio
Eric Lunn MdEx-officio
Bill WidmanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,147,805
Program Service Revenue
$0
Investment Income
$546,435
Other Revenue
$429,221
All Other Contributions
$2,456,926
Change in Net Assets
$1,939,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,474,155
Salaries, Compensation, and Employee Benefits$541,739
Total Fundraising Expense$441,138
Other Expenses$168,292
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,474,155--$1,474,155
Current Officers, Directors, Trustees, and Key Employees-$129,005$129,005$258,010
Other Salaries and Wages-$74,676$149,352$224,028
Payroll Taxes-$9,024$18,049$27,073
Office Expenses-$10,663$15,143$25,806
Pension Plan Contributions-$5,990$11,981$17,971
Other Employee Benefits-$4,886$9,771$14,657
Fees for Services Accounting-$4,510-$4,510
Depreciation Depletion--$4,209$4,209
Travel--$1,594$1,594
Other Expenses-$-2,853$57,079$-2,853
Total Functional Expenses$1,474,155$268,893$441,138$2,184,186
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Altru Health SystemGrand Forks, ND501(c)(3)Facility Enhancements, Program Support, Educational Support, Patient Needs, Employee Support for Flood Disasters, Equipment Needs of Medical Departments, General Program Needs.$1,415,555
Third Street ClinicGrand Forks, ND501(c)(3)General Support$30,000
Dak-minn Blood BankGrand Forks, ND501(c)(3)Facility Enhancements, Program Support$15,140
Home Delivered MealsGrand Forks, ND501(c)(3)Program Support-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$517,603
Fundraising Direct Expenses$88,382
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Harvest Dinner$449,252$414,252$22,911$391,341
Golf Tournament$110,551$103,351$1,040$102,311
Total Events$559,803$517,603$88,382$429,221
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$83,460
Accrued Post Retirement Health$29,670
Charitable Gift Annuities$25,134
Amounts Held for Others$18,037
Due to Affiliates$10,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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, Section B, Line 11B

“Form 990 is reviewed for accuracy by the board of directors and approved prior to filing at a board meeting.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed and signed off annually by all members of the board of directors. These forms are collected and reviewed by the secretary.”

Form 990, Part VI, Section B, Line 15A

“The compensation for the executive director is determined by a variety of methods, including a compensation committee, an independent compensation consultant, the form 990 of other organizations, and a compensation study or survey. Once determined, the compensation is approved annually by the board and a written employment contract is drafted. Substantiation of these discussions appear in the board minutes. Form 990, part vi, section b, line 15b: explanation: there are no other officers or key employees of the organization.”

Form 990, Part VI, Section C, Line 18

“The organization's 990 public inspection copy is available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization's financial statements, governing documents and conflict of interest policy are available upon request. The organization's financial statments are also made available to the public via altru's web site, altru.org.”

Filing and Contact Details

Filer

Filer Name
Altru Health Foundation
EIN
45-0368330
Phone
7017805200
Address
PO BOX 6002, GRAND FORKS, ND 58206-6002

Signing Officer

Name
Jon Green
Title
Executive Director
Phone
7017805200
Signed
2018-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Green
Formed
1982
Legal Domicile
Nd
Voting Board Members
14
Independent Board Members
10
Employees
5
Volunteers
48

Preparer

Firm
Brady Martz and Associates Pc
Address
PO BOX 14296, GRAND FORKS, ND 58208-4296
Preparer
Nicole Heldstab
Phone
7017754685
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Application of fasb asc topic 715 74,446. Direct fundraising expense included in part viii line 8b 88,382. Direct fundraising income included in part viii line 8a -517,603. Cash balance plan settlement accounting 5,357.”

Form 990, Part XII, Line 2C

“There has been no change in the oversight of the audit process during the current year.”

Financial Statement Notes

PART V, LINE 4:

“The organization intends to use the endowment funds for third street clinic to provide indigent care and for hospice to provide ongoing care for hospice patients.”

PART X, LINE 2:

“The organization's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination based on the extent to which those positions have substantial support within the internal revenue code and regulations, revenue rulings, court decisions and other evidence. It is the opinion of management that the organization has no significant uncertain tax positions that would be subject to change upon examination. The federal income tax returns of the organization are subject to examination by the internal revenue service generally for three years after they were filed; all filings are current.”

Raw XML AppendixShowing 400 of 811 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt086668
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt084189
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ALTRU HEALTH FOUNDATION'S PRIMARY ROLE IS TO RAISE MONEY TO SUPPORT THE MISSION AND CORPORATE OPERATIONS OF OTHER NOT-FOR-PROFIT CORPORATIONS WITHIN THE ALTRU FAMILY. DONATIONS TO THE FOUNDATION MAY BE REALIZED THROUGH OUTRIGHT GIFTS OF CASH, STOCK OR PROPERTY, BEQUESTS, VARIOUS PLANNED OR DEFERRED GIFTS, AND GRANTS BY INDIVIDUALS, PRIVATE BUSINESSES, PUBLICLY HELD CORPORATIONS, OTHER PHILANTHROPIC FOUNDATIONS AND GOVERNMENT GRANTING AGENCIES.
IRS990/AllOtherContributionsAmt02456926
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07017805203
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 SOUTH COLUMBIA ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRAND FORKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990/BooksInCareOfDetail/USAddress/ZIPCd058201
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0235082
IRS990/CashNonInterestBearingGrp/EOYAmt0505145
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0129005
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0129005
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0258010
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt042200
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03147805
IRS990/CYGrantsAndSimilarPaidAmt01474155
IRS990/CYInvestmentIncomeAmt0546435
IRS990/CYOtherExpensesAmt0168292
IRS990/CYOtherRevenueAmt0429221
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01939275
IRS990/CYSalariesCompEmpBnftPaidAmt0541739
IRS990/CYTotalExpensesAmt02184186
IRS990/CYTotalFundraisingExpenseAmt0441138
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04123461
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt04209
IRS990/DepreciationDepletionGrp/TotalAmt04209
IRS990/Desc0THE PRIMARY PURPOSE OF ALTRU HEALTH FOUNDATION IS TO RAISE FUNDS FOR OTHER TAX-EXEMPT ORGANIZATIONS SPONSORED BY ALTRU HEALTH SYSTEM. TOTAL GRANTS AND DISBURSEMENTS TO ALTRU HEALTH SYSTEM AND AFFILIATES TOTALED $1,427,967 FROM UNRESTRICTED SOURCES. THIS FUNDING HELPED IN FUNDING OF CANCER RESEARCH, DIABETES EDUCATION, AND SEVERAL OTHER DEPARTMENTS' PROGRAM AND GENERAL NEEDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt07600
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01427967
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04510
IRS990/FeesForServicesAccountingGrp/TotalAmt04510
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt759199
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1043799
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1126846
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1266552
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17147568
IRS990/Form990PartVIISectionAGrp/PersonNm0MONICA MUSICH
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGG HALVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID KVIDT
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM HAUG
IRS990/Form990PartVIISectionAGrp/PersonNm4AMANDA BENTOW
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDY DITTUS
IRS990/Form990PartVIISectionAGrp/PersonNm6SKIP GREENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREA LAYS MD
IRS990/Form990PartVIISectionAGrp/PersonNm8LORI REESOR PHD
IRS990/Form990PartVIISectionAGrp/PersonNm9BILL WIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID MOLMEN
IRS990/Form990PartVIISectionAGrp/PersonNm11ERIC LUNN MD
IRS990/Form990PartVIISectionAGrp/PersonNm12JON GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm13KAREN THINGELSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm14KEITH LUND
IRS990/Form990PartVIISectionAGrp/PersonNm15JENNY AREL
IRS990/Form990PartVIISectionAGrp/PersonNm16JEANNE PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm17DWIGHT THOMPSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12233686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7472863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10803136
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11587267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17607103
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR & HONORARY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1HONORARY CHAIR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR & VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR & SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt11EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt042200
IRS990/FundraisingDirectExpensesAmt088382
IRS990/FundraisingGrossIncomeAmt0517603
IRS990/GainOrLossGrp/SecuritiesAmt0275255
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01427967
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01474155
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01474155
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03362807
IRS990/GrossReceiptsAmt07299395
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0271180
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0271180
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06486788
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08660019
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05768000
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05979478
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt082651
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042492
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038284
IRS990/LandBldgEquipCostOrOtherBssAmt0120935
IRS990/LegalDomicileStateCd0ND
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03087552
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IMPROVING HEALTH, ENRICHING LIFEWHY WE SERVE: TO SUPPORT ALTRU HEALTH SYSTEM IN FULFILLING ITS MISSION OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS IN OUR REGION THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED.HOW WE SERVE: BY EDUCATING, ENCOURAGING, RECEIVING AND ADMINISTERING INDIVIDUALS AND ORGANIZATIONS' GIFTS AND RESPONSIBLY DISTRIBUTING CHARITABLE CONTRIBUTIONS TO ALTRU PATIENT CARE PROGRAMS AND SERVICES.WHOM WE SERVE: ANY INDIVIDUAL OR ORGANIZATION WHO SHARES A CONNECTION WITH ALTRU HEALTH SYSTEM AND A CONCERN FOR QUALITY HEALTH CARE.WHO WE ARE: AN ESSENTIAL SUBSIDIARY 501(C)(3) CORPORATION WITH ITS OWN BOARD OF DIRECTORS RESPONSIBLE TO OUR DONORS AND THE ALTRU HEALTH SYSTEM BOARD OF DIRECTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012506072
IRS990/NetAssetsOrFundBalancesEOYAmt015126571
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0275255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0275255
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0429221
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0429221
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01023042
IRS990/NoncashContributionsAmt011100
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015143
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010663
IRS990/OfficeExpensesGrp/TotalAmt025806
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt080507
IRS990/OtherAssetsTotalGrp/EOYAmt0116080
IRS990/OtherChangesInNetAssetsAmt0-349418
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09771
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04886
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014657
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/FundraisingAmt044955
IRS990/OtherExpensesGrp/FundraisingAmt157079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11720
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-2853
IRS990/OtherExpensesGrp/TotalAmt076227
IRS990/OtherExpensesGrp/TotalAmt157079
IRS990/OtherExpensesGrp/TotalAmt21720
IRS990/OtherExpensesGrp/TotalAmt3-2853
IRS990/OtherLiabilitiesGrp/BOYAmt0198370
IRS990/OtherLiabilitiesGrp/EOYAmt0166729
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0149352
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074676
IRS990/OtherSalariesAndWagesGrp/TotalAmt0224028
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018049
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09024
IRS990/PayrollTaxesGrp/TotalAmt027073
IRS990/PensionPlanContributionsGrp/FundraisingAmt011981
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05990
IRS990/PensionPlanContributionsGrp/TotalAmt017971
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03263139
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03462552
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0142615
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt041358
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0360
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0360
IRS990/PrincipalOfficerNm0JON GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO NON-ALTRU NONPROFIT ENTITIES INCLUDING HOME DELIVERED MEALS, THIRD STREET CLINIC, AND MYRA FOUNDATION TO FURTHER THEIR MISSIONS AND CONTINUE THEIR SERVICES TO THE REGION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046188
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046188
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02722437
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01955706
IRS990/PYInvestmentIncomeAmt0401927
IRS990/PYOtherExpensesAmt0156058
IRS990/PYOtherRevenueAmt0335333
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0769797
IRS990/PYSalariesCompEmpBnftPaidAmt0578136
IRS990/PYTotalExpensesAmt02689900
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03459697
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01939275
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0648679
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035266
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036765
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALTRU HEALTH FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION THAT SUPPORTS ALTRU HEALTH SYSTEM AND ALTRU HEALTH RESOURCES IN FULFILLING THEIR MISSIONS OF ACHIEVING OPTIMUM HEALTH FOR ALL RESIDENTS IN THE REGION AND THE PROVISION OF ELDERLY CONGREGATE LIVING AND ASSISTED-LIVING SERVICES TO ALL REGIONAL RESIDENTS, RESPECTIVELY, THROUGH THE FUNDING OF TECHNOLOGY, FACILITIES, MEDICAL EDUCATION AND HEALTH CARE FOR THOSE IN NEED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALTRU HEALTH FOUNDATION PROVIDED OTHER GIFTS AND GRANTS IN THE AMOUNT OF $46,188 TO AFFILIATED ORGANIZATIONS OF ALTRU HEALTH SYSTEM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALTRU HEALTH FOUNDATION'S BOARD MEMBERS ARE NOMINATED BY ITS BOARD WITH ELECTION MADE BY THE ALTRU HEALTH SYSTEM BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 6:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION B, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0450310462
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01415555
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALTRU HEALTH SYSTEM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01415555
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03990343
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0199413
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04518153
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0392769
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt064372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03985815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0154056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03990343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131549

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,377,489
Liabilities
$250,918
Net assets
$15,126,571
Revenue
$4,123,461
Expenses
$2,184,186
Net income
$1,939,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.3$1.26$23.1$10.6$7.21$3.35
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.02$19.4$6.30$4.35$1.96
2022Detailed filing. Detailed filing data is available for this year.$16.5$0.13$16.3$4.17$2.86$1.31
2021Detailed filing. Detailed filing data is available for this year.$17.8$0.09$17.7$5.02$2.78$2.24
2020Detailed filing. Detailed filing data is available for this year.$16.8$0.07$16.7$2.60$2.49$0.11
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.07$15.4$3.25$3.60$0.35
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.33$14.3$3.40$2.44$0.96
2017Detailed filing. Detailed filing data is available for this year.$15.4$0.25$15.1$4.12$2.18$1.94
2016Detailed filing. Detailed filing data is available for this year.$12.8$0.29$12.5$3.46$2.69$0.77
2015Detailed filing. Detailed filing data is available for this year.$12.2$0.30$11.9$3.28$3.35$0.07
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.36$12.6$2.97$2.62$0.35
2013Detailed filing. Detailed filing data is available for this year.$13.1$0.22$12.9$3.01$2.00$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.38$11.4$1.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.34$9.80$1.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.35$10.3$1.40