efile Public Visual Render
ObjectId: 202222389349300912 - Submission: 2022-08-26
TIN: 41-0682405
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
A
For the 2021 calendar year, or tax year beginning
01-01-2021
, and ending
12-31-2021
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
Hazelden Betty Ford Foundation
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 11
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Center City
,
MN
55012
D Employer identification number
41-0682405
E Telephone number
(651) 213-4006
G
Gross receipts $
414,490,294
F
Name and address of principal officer:
Dr Joseph Lee
PO Box 11
Center City
,
MN
55012
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
www.hazeldenbettyford.org
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. See instructions.
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1949
M
State of legal domicile:
MN
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
Inpatient and outpatient addiction and mental health care.
2
Check this box
3
Number of voting members of the governing body (
Part VI
, line 1a)
........
3
18
4
Number of independent voting members of the governing body (
Part VI
, line 1b)
.....
4
17
5
Total number of individuals employed in calendar year 2021 (
Part V
, line 2a)
......
5
1,893
6
Total number of volunteers (estimate if necessary)
.............
6
43
7a
Total unrelated business revenue from
Part VIII
, column (C), line 12
........
7a
30,721
b
Net unrelated business taxable income from Form 990-T, Part I, line 11
.........
7b
29,171
Prior Year
Current Year
8
Contributions and grants (
Part VIII
, line 1h)
.........
13,001,552
20,641,408
9
Program service revenue (
Part VIII
, line 2g)
.........
170,151,373
182,176,812
10
Investment income (
Part VIII
, column (A), lines 3, 4, and 7d )
....
3,006,184
49,987,965
11
Other revenue (
Part VIII
, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
1,667,131
1,446,462
12
Total revenue—add lines 8 through 11 (must equal
Part VIII
, column (A), line 12)
187,826,240
254,252,647
13
Grants and similar amounts paid (
Part IX
, column (A), lines 1–3 )
...
488,510
1,247,889
14
Benefits paid to or for members (
Part IX
, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (
Part IX
, column (A), lines 5–10)
120,428,412
128,789,290
16a
Professional fundraising fees (
Part IX
, column (A), line 11e)
.....
0
0
b
Total fundraising expenses (
Part IX
, column (D), line 25)
5,255,166
17
Other expenses (
Part IX
, column (A), lines 11a–11d, 11f–24e)
....
77,759,064
86,826,609
18
Total expenses. Add lines 13–17 (must equal
Part IX
, column (A), line 25)
198,675,986
216,863,788
19
Revenue less expenses. Subtract line 18 from line 12
.......
-10,849,746
37,388,859
Beginning of Current Year
End of Year
20
Total assets (
Part X
, line 16)
.............
539,710,719
572,943,680
21
Total liabilities (
Part X
, line 26)
.............
198,698,408
222,725,171
22
Net assets or fund balances. Subtract line 21 from line 20
.....
341,012,311
350,218,509
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
2022-08-18
Signature of officer
Date
James Blaha
VP, CFO & CAO
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
2022-08-18
Check
if
self-employed
PTIN
P00484560
Firm's name
Eide Bailly LLP
Firm's EIN
45-0250958
Firm's address
800 Nicollet Mall Suite 1300
Minneapolis
,
MN
554027033
Phone no.
(612) 253-6500
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2021)
Page 2
Form 990 (2021)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this
Part III
..............
1
Briefly describe the organization’s mission:
Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
131,886,037
including grants of $
) (Revenue $
145,913,004
)
Addiction Treatment for Adults, Youth and FamiliesThe 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. Continued on Schedule O.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 2021, to ensure the safety of staff and patients amid the COVID-19 pandemic, most outpatient addiction and mental health services, as well as family and children's programs, were available virtually only. Residential services, however, continued on our campuses uninterrupted, thanks to robust safety protocols. The plan in 2022 and beyond is to offer a blend of virtual and in-person choices for those we serve. In 2021, 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, Los Angeles and San Diego, California; and Denver, Colorado. The organization also provided telehealth services that were accessible to people living anywhere in Arizona, California, Colorado, Florida, Idaho, Illinois, Minnesota, Missouri, Montana, New Jersey, New Mexico, New York, Oregon, Washington, Wisconsin and Wyoming. The following number of people directly benefited from Hazelden Betty Ford treatment and recovery programs in 2021: Primary Treatment Adult 4,867Intensive Outpatient Adult 3,658 Mental Health Adult 3,381Family Program Adult 3,290Day Treatment Adult 2,656 Outpatient Treatment Adult 1,617Renewal Center/Lodge 828Primary Treatment Youth 730Mental Health Youth 607 Family Program Youth 569Children's Program 499Day Treatment Youth 390Intensive Outpatient Youth 223Outpatient Treatment Youth 91 TOTAL PATIENTS SERVED 23,406 Additionally, financial assistance is available and was provided to 4,017 qualifying patients and family members at an approximate cost of $4,300,000.
4b
(Code:
) (Expenses $
28,323,888
including grants of $
) (Revenue $
33,210,218
)
Publication of Educational MaterialsHazelden 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. With 98 new offerings in 2021, our publications continue to provide inspiration, guidance and encouragement to millions around the world every day. Continued on Schedule O.In 2021, Hazelden Publishing generated 13 new products, 5 new curriculums, 5 new Spanish translations, 10 new videos, 3 new distributed products, 8 new services and trainings, 4 new e-books, 9 new translation rights, 40 specialty products, and 1 new subscription. 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 also has a Professional Education Continuum Solutions (PECS) division that 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. Building Assets and Reducing Risk (BARR)-a strengths-based program managed within PECS that provides schools with a comprehensive approach to meeting the academic, social, and emotional needs of all students through training and coaching-trained 148 schools in 2021, impacting the lives of over 30,000 students and 3,000 educators in a diverse range of communities. In addition, our Prevention Solutions team within PECS delivered virtual intensive education to 32,000 students across 149 schools in 35 states and 31 countries. Consultants and trainers on the PECS Clinical Solutions team reached over 4,100 professionals in 31 states and Japan in 2021, addressing stigma associated with addiction and helping communities embrace recovery as the expectation. Finally, our Summer Institute for Medical Students and Professionals in Residence programs-both managed within the PECS division of Hazelden Publishing-hosted 2,995 participants in 2021, expanding into new states with new partnerships across the country (see more under the program description for Higher Education and Medical & Professional Training). From Appalachia to the Pacific Ocean - and everywhere in between - the PECS team is empowering professionals to be agents of hope and healing.
4c
(Code:
) (Expenses $
4,306,945
including grants of $
1,247,889
) (Revenue $
4,488,602
)
Higher Education and Medical & Professional TrainingHazelden Betty Ford Graduate School of Addiction StudiesThe Hazelden Betty Ford Graduate School of Addiction Studies 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 2021, students provided approximately 70,969 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 2021, 60 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 treatment units or family programs. 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 also is available in Minnesota and California. In addition, a one-year accredited Addiction Medicine Fellowship is available at the Betty Ford Center in Rancho Mirage, California, and an online Course on Addiction and Recovery Education (CARE) is available worldwide. Hazelden Betty Ford's residential treatment sites in Minnesota, California and Oregon offer customized programming for larger groups as well. In 2021, our Medical and Professional Education programs trained a total of 2,995 participants.
(Code:
) (Expenses $
including grants of $
) (Revenue $
)
In meeting the Foundation's mission and underlying charitable purpose, the Foundation invests time, financial resources and energy to help people and communities understand and address addiction as a treatable chronic disease, and spread the word that recovery is possible. "Be of service" is an integral core value which the Foundation demonstrates in a variety of ways.The Foundation provides treatment services to individuals and families who seek and qualify for care but are unable to pay the full cost. The Foundation's patient aid policy provides that the Foundation will annually establish a target amount of patient financial assistance.In addition to its annual provision for charity care, the Foundation provides a variety of other benefits for the public good including:Butler Center for Research-The Butler Center for Research (BCR) is dedicated to improving recovery from addiction by conducting clinical and institutional research, collaborating with other research centers and communicating scientific findings. It is the Center's vision that sustained recovery for all who seek help will be achieved through advancements in knowledge and integration of research into practice.In 2021, the BCR participated in the following activities:-As part of the Foundation's commitment to evidence-based practice, a variety of projects were conducted to inform clinical care and academic programming, identify treatment needs, drive data-based decision making, and contribute to the professional and public knowledge of addiction treatment. Projects included data analyses, and industry trend reports, among others.-In response to the global novel coronavirus pandemic, the Foundation had to pivot the majority of its in-person services to virtual in March 2020. Given that very little was currently known about the efficacy of virtual group services for addiction, the BCR undertook an evaluation of the intensive outpatient and partial hospitalization program virtual services rollouts in order to better understand what type of patients benefit from in-person or virtual addiction care. Preliminary findings from these projects have already helped inform the Foundation's approach to providing virtual care as a viable alternative to some in-person services, and have resulted in two manuscripts that are in press: o In-Person versus Telehealth Substance Use Treatment: An Ecologically Valid Comparison included a description of the VIOP study, and detailed the similarities and differences between patients in in-person, hybrid, and virtual IOP. It is currently in press with JMIR: Formative Research and will be published in the first or second quarter of 2022. o Telehealth Services for Substance Use Disorders During the COVID-19 Pandemic: Longitudinal Assessment of Intensive Outpatient Programming and Data Collection Practices showed that at 3-month follow-up, self-reported outcomes related to resumption of substance use, quality of life, and well-being were similar for patients in in-person or virtual IOP, which suggests virtual outpatient care for the treatment of SUDs is a feasible alternative to in-person only programming. It is currently in press with JMIR: Mental Health and will be published in the first or second quarter of 2022.-In 2021, the BCR continued to collaborate with researchers from the Mayo Clinic on a government grant to study the use of acamprosate, an FDA-approved medication targeting alcohol craving. Funded by the National Institute on Alcohol Abuse and Alcoholism (NIAAA), this project will work to identify biomarkers that may predict patient response to the use of the medication, with the hope of finding new genes linked to alcoholism treatment response. The project continued recruitment throughout 2021, despite added COVID-19 restrictions, and will be ongoing in 2022. Findings from this study could have substantial impact and inform substance use treatment on a national scale.-The BCR started an additional donor-funded project in collaboration with the Mayo Clinic in 2020 and 2021 to study the use of naltrexone and buprenorphine, FDA-approved medications for the treatment of cravings related to opioid use disorder (OUD). In this innovative study, Mayo will use internally-developed breakthrough technology to reprogram the cell lines in patient blood samples over a 6-month period to differentiate into brain region specific organoids (so-called mini brains in a petri dish), which will then be exposed to the medications used to treat OUD to measure how each individuals brain cells respond. Results obtained from this pilot study will be used to generate new hypotheses to better understand the molecular underpinning of OUD and response to FDA-approved therapeutic agents used in the treatment of OUD.-The BCR also continued to collaborate on another NIAAA grant-funded study with researchers from Virginia Commonwealth University. Titled "Genes, addiction, and personality", this study is part of a genome-wide association study to learn more about the relationships between personality, mental health, substance use and genes. Data collection continued in 2021, and will be ongoing in 2022.-Research Updates were updated and disseminated to professionals, educators, researchers, students and other stakeholders. These two-page summaries of scientific findings from the field of addiction treatment research are provided at no cost as a community benefit to policymakers, treatment professionals and the public at large. Research Updates are also available on the BCR web page at www.hazeldenbettyford.org/education/bcr/addiction-research.Community Education and Relations-Due to continuing COVID-19 restrictions in 2021, the Foundation continued to deliver virtual speakers and events to alumni and the recovery community. During the year, the Foundation reached nearly 4,000 people.-The Speakers Bureau helped place the organization's many spokespeople at events, with 62 different employees delivering 110 presentations in 10 states and 10 cities, as well as 90 virtual presentations available globally.-Educational scholarships from the Foundation totaling $4,400 were awarded to students at five high schools in the Twin Cities and Center City areas of Minnesota, as well as two western Wisconsin high schools.-In Florida, the Foundation is an active member of the Collier Community Drug Response Team, an action-oriented work group that analyzes data and mobilizes support to overdose hotspots.Children's Programs-The Hazelden Betty Ford Children's Program provides prevention and education services to children and families with addiction. Programs are located in California, Minnesota and Colorado. Due to COVID-19 restrictions, the program shifted entirely online April through December 2020 and continued online in 2021. The program hosted 103 virtual programs and served 560 children from 12 states. Virtual programming includes a two-day initial virtual Children's Program, Stage II and caregiver workshops. An additional 1,190 children received support through virtual continuing care offered weekly on Wednesday evenings for alumni of the Children's Program. No child has ever been turned away because of lack of financial ability to pay: All of the virtual participants attended at no cost, due to the generous donations received through philanthropic support.-Additionally, the Children's Program continued to provide its Holiday Hotline over the winter break. In 2021, the Hazelden Betty Ford Foundation provided multiple phone numbers and added additional Children's Program staff to continue the tradition and serve even more children across the nation.Web and Social Networks-The corporate website, www.HazeldenBettyFord.org, continued to grow in 2021 with nearly 10 million sessions, an increase of 7 percent over 2020. "Thought for the Day" remained the most popular feature on the website, with an average of 15,000 visitors each day. "Thought for the Day" provides daily inspirational readings from one of six Hazelden Publishing meditation books.-More than 4.5 million people from 235 countries visited the website seeking information on a variety of addiction-related topics, including treatment, recovery, education, public advocacy and products in our online bookstore. Sixty-six percent of all visits to the hazeldenbettyford.org website were from a mobile device. Thirty-one percent of sessions were from a desktop or laptop computer and only 3 percent were from a tablet.-The Foundation produced 23 new episodes of the award-winning Let's Talk Addiction & Recovery educational podcast series, which generated nearly 425,000 engagements with people in 57 countries. A total of 175 Recovery Road podcast episodes were created with helpful excerpts fromleading authors in addiction recovery and mental health, surpassing 174,500 downloads.
(Code:
) (Expenses $
including grants of $
) (Revenue $
)
-Mobile apps provided free of charge since March 2020 had 200,000 downloads and 97.9% of reviewers rated the apps with five stars. Weekly Living in Recovery emails continued in 2021, reaching out with more than 5 million emails that shared helpful resources, news, and tools to help alumni and those in recovery continue their healing journey.-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 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. Traffic to the site dropped some in 2021 from historic high numbers in 2020 during global lockdowns that kept people away from home groups, meetings, and in-patient treatment. Still, the site offered about 1,100 meetings during the year with a total attendance of about 4,300 participants. We sent out over 1,500 confirmations of attendance for those in court-ordered programs. Total users topped 15,000 with over 100,000 page views.-The Hazelden Betty Ford Foundation's Facebook, Twitter, Instagram, YouTube, LinkedIn and other social media accounts, which have more than 101,000 followers, 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 Center-In 2021, the Foundation's Resource Center received nearly 153,000 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 Library-In addition to its core mission of fulfilling the informational needs of the Foundation's staff and students, our Addiction Research Library-accessible at www.hazeldenbettyford.org/education/bcr/addiction-research-library serves the public by:-Working daily with information sharing and advocacy efforts in the regional Minitex, national Docline and international SALIS (Substance Abuse Librarians & Information Specialists) networks.-Facilitating on our website the preservation & access of archived versions of the ETOH and CORK addiction-related journal databases, free to internet users & 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.
4d
Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
) (Revenue $
)
4e
Total program service expenses
164,516,870
Form
990
(2021)
Page 3
Form 990 (2021)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
? See instructions.
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C,
Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C,
Part II
.........
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19?
If "Yes," complete Schedule C,
Part III
..
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete
Schedule D,
Part I
.........................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D,
Part II
....
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes,"
complete Schedule D,
Part III
..............
8
Yes
9
Did the organization report an amount in
Part X
, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in
Part X
; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D,
Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments?
If "Yes," complete Schedule D,
Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in
Part X
, line 10?
If "Yes," complete
Schedule D,
Part VI
.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in
Part X
, line 12 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part VII
.......
11b
Yes
c
Did the organization report an amount for investments—program related in
Part X
, line 13 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in
Part X
, line 15 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part IX
............
11d
Yes
e
Did the organization report an amount for other liabilities in
Part X
, line 25?
If "Yes," complete Schedule D,
Part X
11e
Yes
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D,
Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
Yes
15
Did the organization report on
Part IX
, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on
Part IX
, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
Yes
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on
Part IX
, column (A), lines 6 and 11e?
If "Yes," complete Schedule G,
Part I.
See instructions.
....
17
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII
, lines 1c and 8a?
If "Yes," complete Schedule G,
Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on
Part VIII
, line 9a?
If "Yes," complete Schedule G,
Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
Yes
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
Yes
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on
Part IX
, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
No
Form
990
(2021)
Page 4
Form 990 (2021)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX
, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
Yes
23
Did the organization answer "Yes" to
Part VII
, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
Yes
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L,
Part I
....
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L,
Part I
.......................
25b
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L,
Part II
...........
26
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L,
Part III
.........................
27
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L,
Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor?
If "Yes," complete Schedule L,
Part IV
......................
28a
No
b
A family member of any individual described in line 28a?
If "Yes," complete Schedule L,
Part IV
.....
28b
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b?
If "Yes," complete Schedule L,
Part IV
.....................
28c
Yes
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
Yes
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.................
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N,
Part I
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N,
Part II
........................
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R,
Part I
............
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R,
Part II
, III, or IV, and
Part V
, line 1
.........................
34
Yes
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R,
Part V
, line 2
...
35b
Yes
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R,
Part V
, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R,
Part VI
37
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for
Part VI
, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this
Part V
...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable
..
1a
824
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
Form
990
(2021)
Page 5
Form 990 (2021)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
(continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
1,893
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
Yes
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
Yes
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
........
8
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?
........
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on
Part VIII
, line 12
...
10a
b
Gross receipts, included on Form 990,
Part VIII
, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
.........
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?
....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
..
If "Yes," complete Form 4720, Schedule O.
16
No
17
Section 501(c)(21) organizations.
Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953?
..
If "Yes," complete Form 6069.
17
Form
990
(2021)
Page 6
Form 990 (2021)
Page
6
Part VI
Governance, Management, and Disclosure.
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines
8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this
Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
18
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
.
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in
Part VII
, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe on Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
Yes
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
AK
,
AL
,
AR
,
CA
,
CO
,
CT
,
DC
,
FL
,
GA
,
HI
,
IL
,
KS
,
KY
,
LA
,
MA
,
MD
,
ME
,
MI
,
MN
,
MS
,
NC
,
ND
,
NH
,
NJ
,
NM
,
NV
,
NY
,
OH
,
OK
,
OR
,
PA
,
RI
,
SC
,
TN
,
UT
,
VA
,
WA
,
WI
,
WV
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
James Blaha VP Chief Financial A
15251 Pleasant Valley Road
Center City
,
MN
55012
(651) 213-4729
Form
990
(2021)
Page 7
Form 990 (2021)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this
Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See the instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
Lester Munson
......................................................................
Chair
5.00
.................
0.00
X
X
0
0
0
(2)
Susan Engeleiter
......................................................................
Vice-Chair
2.00
.................
0.00
X
X
0
0
0
(3)
Bill Parker
......................................................................
Vice-Chair
2.00
.................
0.00
X
X
0
0
0
(4)
Ann Highet
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(5)
Cameron Strang
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(6)
Cini Gannon Robb
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(7)
Gloria Perez
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(8)
James R Greenbaum
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(9)
John Power Sr
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(10)
Kathryn Helgaas Burgum
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(11)
Mary Turner Pattiz
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(12)
MaryPat Woodard
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(13)
Quinton Studer
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(14)
Robert Reifschneider
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(15)
Ruth Barker
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(16)
Susan Ford Bales
......................................................................
Member
1.00
.................
0.00
X
0
0
0
(17)
Thomas Bradley
......................................................................
Member (served part year)
1.00
.................
0.00
X
0
0
0
Form
990
(2021)
Page 8
Form 990 (2021)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
William Cirone
........................................................................
Member
1.00
.......................
0.00
X
0
0
0
(19)
Dr Joseph Lee PresidentCEO
........................................................................
as of June 2021
50.00
.......................
10.00
X
X
544,823
0
43,905
(20)
Mark Mishek PresidentCEO
........................................................................
until June 2021
50.00
.......................
10.00
X
X
534,167
0
32,218
(21)
James Blaha
........................................................................
Treasurer, VP CFO and CAO
50.00
.......................
10.00
X
482,225
0
66,990
(22)
Jennifer Lohse
........................................................................
Secretary, VP General Counsel
50.00
.......................
10.00
X
296,392
0
54,625
(23)
John Driscoll
........................................................................
Sr. VP Recovery Services
50.00
.......................
0.00
X
408,285
0
76,315
(24)
Robert Poznanovich
........................................................................
VP Business Development
50.00
.......................
0.00
X
362,848
0
61,603
(25)
Dr Marvin Seppala
........................................................................
Chief Medical Officer
50.00
.......................
0.00
X
612,477
0
63,460
(26)
Nicholas Motu
........................................................................
VP & Chief External Affairs
50.00
.......................
0.00
X
362,639
0
49,526
(27)
Melissa Fors
........................................................................
VP Marketing Strategy
50.00
.......................
0.00
X
328,900
0
31,499
(28)
Moira McGinley
........................................................................
VP Development & CDO
50.00
.......................
0.00
X
295,515
0
12,671
(29)
Joseph Jaksha
........................................................................
VP Publisher
50.00
.......................
0.00
X
281,287
0
56,764
(30)
Dawne Carlson
........................................................................
VP Human Resources
50.00
.......................
0.00
X
285,657
0
29,007
(31)
Debra Bauman
........................................................................
VP Tech Services & CIO
50.00
.......................
0.00
X
282,348
0
30,419
(32)
Valerie Slaymaker
........................................................................
VP Education and Research
50.00
.......................
0.00
X
282,541
0
28,433
(33)
Victor Vines
........................................................................
Medical Administrator
45.00
.......................
0.00
X
287,617
0
18,874
(34)
Kristen Schmidt
........................................................................
Psychiatrist
45.00
.......................
0.00
X
298,455
0
31,792
(35)
Jerry Moe
........................................................................
Exec. Dir. Nat'l Children's Program
45.00
.......................
0.00
X
308,524
0
46,179
(36)
Cedric Skillon
........................................................................
Psychiatrist
45.00
.......................
0.00
X
264,901
0
32,365
(37)
Nykolai Pidhorodeckyi
........................................................................
Staff Physician
45.00
.......................
0.00
X
265,540
0
28,314
(38)
William Moyers Former key employee
........................................................................
VP Public Affairs & Comm Relations
45.00
.......................
0.00
X
269,279
0
59,719
1b
Sub-Total
................
c
Total from continuation sheets to
Part VII
, Section A
....
d
Total (add lines 1b and 1c)
...........
7,054,420
0
854,678
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
170
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
Yes
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Cerner
2800 Rockcreek Parkway
Kansas City
,
MO
64117
Technology consultants
3,888,780
Sodexo Inc & Affiliates
4800 Paysphere Circle
Chicago
,
IL
60674
Food service
3,084,711
Nantmedia Holdings LLC
PO Box 740860
Los Angeles
,
CA
900740860
Advertising
2,470,099
BARR Center
5115 Excelsior Blvd 476
St Louis Park
,
MN
55416
Product development/mktg
874,000
Insight Direct USA Inc
6820 S Harl Ave
Tempe
,
AZ
85283
Computer services
570,640
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
40
Form
990
(2021)
Page 9
Form 990 (2021)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this
Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
81,030
d
Related organizations
1d
e
Government grants (contributions)
1e
6,080,742
f
All other contributions, gifts, grants, and similar amounts not included above
1f
14,479,636
g
Noncash contributions included in lines 1a - 1f:$
1g
784,196
h Total.
Add lines 1a-1f
.......
20,641,408
Business Code
2a
Addiction Treatment
623990
144,772,626
144,772,626
b
Publishing
511130
32,950,665
32,950,665
c
Higher Education
611600
4,453,521
4,453,521
d
e
f
All other program service revenue.
g
Total.
Add lines 2a–2f
.....
182,176,812
3
Investment income (including dividends, interest, and other
similar amounts)
......
1,830,528
1,830,528
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
(ii) Personal
(i) Real
6a
Gross rents
6a
b
Less: rental expenses
6b
c
Rental income or (loss)
6c
d
Net rental income or (loss)
.......
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
500
208,375,313
7a
b
Less: cost or other basis and sales expenses
18,792
160,199,584
7b
c
Gain or (loss)
-18,292
48,175,729
7c
d
Net gain or (loss)
.........
48,157,437
48,157,437
8a
Gross income from fundraising events (not including $
81,030
of contributions reported on line 1c).
See
Part IV
, line 18
....
8a
0
b
Less: direct expenses
...
8b
19,271
c
Net income or (loss) from fundraising events
..
-19,271
-19,271
9a
Gross income from gaming activities.
See
Part IV
, line 19
...
9a
b
Less: direct expenses
...
9b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
10a
b
Less: cost of goods sold
..
10b
c
Net income or (loss) from sales of inventory
..
Business Code
Miscellaneous Revenue
11a
Corporate support fee
561000
1,435,012
1,435,012
b
Personal property rent
900002
30,721
30,721
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
1,465,733
12
Total revenue.
See instructions
.....
254,252,647
183,611,824
30,721
49,968,694
Form
990
(2021)
Page 10
Form 990 (2021)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this
Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of
Part VIII
.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See
Part IV
, line 21
....
2
Grants and other assistance to domestic individuals. See
Part IV
, line 22
...........
1,237,889
1,237,889
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See
Part IV
, lines 15 and 16.
.............
10,000
10,000
4
Benefits paid to or for members
.......
5
Compensation of current officers, directors, trustees, and key employees
...........
5,986,279
1,535,304
4,189,694
261,281
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
.........
7
Other salaries and wages
........
97,673,235
77,085,227
17,907,629
2,680,379
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
4,804,928
3,853,615
843,738
107,575
9
Other employee benefits
.......
13,341,905
11,107,545
1,777,833
456,527
10
Payroll taxes
...........
6,982,943
5,376,866
1,445,469
160,608
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
742,842
97,139
645,703
c
Accounting
...........
112,829
112,829
d
Lobbying
...........
65,353
65,353
e
Professional fundraising services.
See
Part IV
, line 17
f
Investment management fees
......
273,956
273,956
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
14,819,772
13,070,411
1,181,118
568,243
12
Advertising and promotion
....
9,527,489
9,108,373
293,599
125,517
13
Office expenses
.......
4,398,008
3,008,281
1,328,068
61,659
14
Information technology
......
9,891,535
495,337
9,343,864
52,334
15
Royalties
..
2,797,353
2,797,353
16
Occupancy
...........
5,196,474
4,698,468
414,020
83,986
17
Travel
............
1,455,268
1,276,185
80,581
98,502
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
149,895
142,152
6,153
1,590
20
Interest
...........
1,622,419
1,251,058
362,390
8,971
21
Payments to affiliates
.......
22
Depreciation, depletion, and amortization
..
17,331,335
13,858,736
3,371,399
101,200
23
Insurance
...
2,592,193
1,615,714
952,890
23,589
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
Cost of Materials Sold
3,463,183
3,463,183
b
Patient Food
2,949,272
2,646,188
303,084
c
MNCare Taxes
1,592,138
1,592,138
d
UBIT
6,126
6,126
e
All other expenses
7,839,169
5,189,708
2,186,256
463,205
25
Total functional expenses.
Add lines 1 through 24e
216,863,788
164,516,870
47,091,752
5,255,166
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2021)
Page 11
Form 990 (2021)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this
Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
1
2
Savings and temporary cash investments
.........
15,758,825
2
12,700,508
3
Pledges and grants receivable, net
......
6,987,748
3
7,516,373
4
Accounts receivable, net
.............
23,415,020
4
25,471,764
5
Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
.......
5
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
...
6
7
Notes and loans receivable, net
...........
7
8
Inventories for sale or use
............
2,397,843
8
2,232,802
9
Prepaid expenses and deferred charges
......
1,821,416
9
2,614,578
10a
Land, buildings, and equipment: cost or other basis. Complete
Part VI
of Schedule D
10a
373,803,318
b
Less: accumulated depreciation
10b
220,795,865
157,784,560
10c
153,007,453
11
Investments—publicly traded securities
.
84,602,273
11
140,480,158
12
Investments—other securities. See
Part IV
, line 11
.....
86,396,541
12
48,759,233
13
Investments—program-related. See
Part IV
, line 11
..
13
14
Intangible assets
...............
13,807,238
14
13,548,617
15
Other assets. See
Part IV
, line 11
...........
146,739,255
15
166,612,194
16
Total assets.
Add lines 1 through 15 (must equal line 33)
...
539,710,719
16
572,943,680
17
Accounts payable and accrued expenses
.....
33,220,274
17
36,153,820
18
Grants payable
...
18
19
Deferred revenue
.........
569,471
19
353,975
20
Tax-exempt bond liabilities
.........
53,009,767
20
50,837,927
21
Escrow or custodial account liability.
Complete
Part IV
of Schedule D
21
22
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
.........
22
23
Secured mortgages and notes payable to unrelated third parties
..
23
24
Unsecured notes and loans payable to unrelated third parties
..
918,750
24
10,393,747
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24).
Complete
Part X
of Schedule D
110,980,146
25
124,985,702
26
Total liabilities.
Add lines 17 through 25
..
198,698,408
26
222,725,171
Organizations that follow FASB ASC 958,
check here
and complete lines 27, 28, 32, and 33.
27
Net assets without donor restrictions
..........
296,614,495
27
300,950,378
28
Net assets with donor restrictions
...........
44,397,816
28
49,268,131
Organizations that do not follow FASB ASC 958,
check here
and complete lines 29 through 33.
29
Capital stock or trust principal, or current funds
.....
29
30
Paid-in or capital surplus, or land, building or equipment fund
...
30
31
Retained earnings, endowment, accumulated income, or other funds
31
32
Total net assets or fund balances
...........
341,012,311
32
350,218,509
33
Total liabilities and net assets/fund balances
........
539,710,719
33
572,943,680
Form
990
(2021)
Page 12
Form 990 (2021)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this
Part XI
..............
1
Total revenue (must equal
Part VIII
, column (A), line 12)
............
1
254,252,647
2
Total expenses (must equal
Part IX
, column (A), line 25)
............
2
216,863,788
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
37,388,859
4
Net assets or fund balances at beginning of year (must equal
Part X
, line 32, column (A))
..
4
341,012,311
5
Net unrealized gains (losses) on investments
...............
5
-28,587,313
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
404,652
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal
Part X
, line 32, column (B))
10
350,218,509
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this
Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
Form
990
(2021)
Form 990 (2021)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description