{"success":true,"data":{"_id":412016979,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Organization's mission or most significant activities: The SMDC Foundation supports regional healthcare through: nurturing a philanthropic environment that fosters stewardship, relationship and generosity; supports activities that promote health care excellence in the region; develops and administers programs that support the mission of Essentia Health East. Organization's mission: The SMDC Foundation supports regional healthcare through: nurturing a philanthropic environment that fosters stewardship, relationship and generosity; supports activities that promote health care excellence in the region; develops and administers programs that support the mission of Essentia Health East.","primary_activities":"Organization's mission or most significant activities: The SMDC Foundation supports regional healthcare through: nurturing a philanthropic environment that fosters stewardship, relationship and generosity; supports activities that promote health care excellence in the region; develops and administers programs that support the mission of Essentia Health East.\n\nOrganization's mission: The SMDC Foundation supports regional healthcare through: nurturing a philanthropic environment that fosters stewardship, relationship and generosity; supports activities that promote health care excellence in the region; develops and administers programs that support the mission of Essentia Health East.\n\nProgram service accomplishments: The St. Mary's Duluth Clinic Foundation is organized and operates exclusively for charitable, scientific and educational activities to coordinate, encourage, motivate and support charitable, scientific and educational programs on behalf of the hospitals, clinics, staff, and patients of Essentia Health East and surrounding community. Always in concert with the philosophy and mission of Essentia Health East, the mission of the SMDC Foundation is dedicated to improving the health care of the region which is served by Essentia Health East through support of research and education, innovative community programs, care for the poor and powerless, and other capital and endowment needs at Essentia Health East. The Foundation funds activities that provide the resources, research, technology, education and equipment it takes to advance health care in Northeastern Minnesota and Northwestern Wisconsin. In meeting its philanthropic mission, the SMDC Foundation provided over $1,500,000 grants to Essentia Health East and surrounding community during the fiscal year ending June 30, 2011.","year":2010,"name":"St Mary's Duluth Clinic Foundation","phone":"2187861421","website":"www.essentiahealth.org","type":"990","foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"STEVE 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OFFICER","average_hours_per_week":60.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":329183,"other_compensation":53386,"officer":true},{"title":"FOUNDATION DIRECTOR","average_hours_per_week":60.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":95133,"other_compensation":9161,"officer":true},{"title":"CHIEF FINANCIAL OFFICER","average_hours_per_week":60.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":556955,"other_compensation":131077,"former":true}]},"ScheduleA":{"public_charity_status":{"publicly_supported_org_170b1_avi":true},"support_170":{"thirty_three_percent_test_current_year":true,"gifts_grants_contributions":{"value":6833154,"current_year":1027971,"current_year_minus1":1457015,"current_year_minus2":1820647,"current_year_minus3":1376534,"current_year_minus4":1150987},"total_calendar_year_support":{"value":6833154,"current_year":1027971,"current_year_minus1":1457015,"current_year_minus2":1820647,"current_year_minus3":1376534,"current_year_minus4":1150987},"amounts_from_substantial_contributors":997165,"public_support_total":5835989,"gross_investment_income":{"value":1605644,"current_year":994472,"current_year_minus1":941899,"current_year_minus2":-935776,"current_year_minus3":85360,"current_year_minus4":519689},"other_income":{"value":-2687,"current_year":-8343,"current_year_minus1":9139,"current_year_minus2":-5165,"current_year_minus3":1682},"total_support":8436111,"public_support_percentage":0.69179}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":8943948,"contributions":122310,"investment_earnings_or_losses":1919244,"grants_or_scholarships":942556,"other_expenditures":0,"administrative_expenses":116446,"end_year_balance":9926500},"current_year_minus1":{"beginning_year_balance":7251816,"contributions":279478,"investment_earnings_or_losses":1640755,"grants_or_scholarships":102867,"other_expenditures":0,"administrative_expenses":125234,"end_year_balance":8943948},"current_year_minus2":{"beginning_year_balance":7923874,"contributions":692139,"investment_earnings_or_losses":-1171778,"grants_or_scholarships":117851,"other_expenditures":0,"administrative_expenses":74568,"end_year_balance":7251816},"board_designated_eoy_percentage":0.13,"permanent_endowment_eoy_percentage":0.87,"term_endowment_eoy_percentage":0.0,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"securities":{"other_securities":[{"description":"ALTERNATIVE INVESTMENT","book_value":1000680,"method_of_valuation":"F"},{"description":"POOLED INVESTMENT FUND","book_value":15160503,"method_of_valuation":"F"}],"total_book_value":16161183},"other_liabilities":{"federal_income_tax_liability":0,"liabilities":[{"description":"PAYABLES TO RELATED TAX-EXEMPT ORGS","amount":671591}],"total_liability":671591},"supplemental_information":[{"identifier":"SCHEDULE D, PART V, line 4","explanation":"USES OF ORGANIZATION'S ENDOWMENT FUNDS: The St. Mary's Duluth Clinic Foundation's intended uses of its endowment funds are to further the mission of ESSENTIA HEALTH EAST and to support: Pilot studies from which the collected data may be used to pursue larger grants, Program development start-up funds, Educational purposes, and Projects that serve a particular, specialized healthcare need for activities that have primary impact in northeast Minnesota, northwest Wisconsin, and the Upper Peninsula of Michigan."},{"identifier":"SCHEDULE D, PART X","explanation":"ASC 740 footnote: Essentia Health has adopted Accounting Standards Codification 740, Income Taxes (formerly known as FASB Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Tax - an interpretation of FASB Statement No. 109, Accounting for Income Taxes). The adoption of this interpretation had no material impact on the consolidated financial statements and therefore, Essentia Health's consolidated financial statements for fiscal year ended June 30, 2011 no longer includes an ASC 740 footnote."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":1245305,"reported_domestic_individual_grants":255062,"reported_domestic_org_grants_program_services":1245305,"reported_domestic_individual_grants_program_services":255062,"total_501c3_and_government_organizations":9,"total_other_organizations":0,"grants":[{"ein":411879730,"irc_section":"501(C)(3)","cash":180715,"purpose":"EMPLOYEE Education, STAFF NEEDS","address_line1":"502 E 2ND STREET","city":"DULUTH","state":"MN","zip":"55805","name":"SMDC MEDICAL CENTER","address":"502 E 2ND STREET, DULUTH, MN, 55805"},{"ein":410695604,"irc_section":"501(C)(3)","cash":395354,"purpose":"EQUIPMENT PURCHASES, EMPLOYEE EDUCATION, DEPARTMENTAL FUNDING","address_line1":"407 EAST THIRD STREET","city":"DULUTH","state":"MN","zip":"55805","name":"ST MARY'S MEDICAL CENTER","address":"407 EAST THIRD STREET, DULUTH, MN, 55805"},{"ein":410883623,"irc_section":"501(C)(3)","cash":108198,"purpose":"MEDICAL RESEARCH EMPLOYEE EDUCATION","address_line1":"400 EAST THIRD STREET","city":"DULUTH","state":"MN","zip":"55805","name":"THE DULUTH CLINIC LTD","address":"400 EAST THIRD STREET, DULUTH, MN, 55805"},{"ein":419999996,"irc_section":"501(C)(3)","cash":6000,"purpose":"ARCH FEES FOR NEW HOSPITAL CAMEROON AFRICA","address_line1":"122 FRANKLIN AVENUE N","city":"MINNEAPOLIS","state":"MN","zip":"55404","name":"MSAADA ARCHITECTS","address":"122 FRANKLIN AVENUE N, MINNEAPOLIS, MN, 55404"},{"ein":411811073,"irc_section":"501(C)(3)","cash":239269,"purpose":"EQUIPMENT, STAFF EDUCATION","address_line1":"3500 TOWER AVENUE","city":"SUPERIOR","state":"WI","zip":"54880","name":"ST MARY'S HOSPITAL OF SUPERIOR","address":"3500 TOWER AVENUE, SUPERIOR, WI, 54880"},{"ein":271291124,"irc_section":"501(C)(3)","cash":119794,"purpose":"RESEARCH AWARD, EDUCATION AWARD","address_line1":"502 EAST SECOND STREET","city":"DULUTH","state":"MN","zip":"55805","name":"ESSENTIA INSTITUTE OF RURAL HEALTH","address":"502 EAST SECOND STREET, DULUTH, MN, 55805"},{"ein":272987032,"irc_section":"501(C)(3)","cash":11447,"purpose":"PROGRAM SUPPORT","address_line1":"300 CONAN ST","city":"ELY","state":"MN","zip":"55731","name":"WELL BEING DEVELOPMENT","address":"300 CONAN ST, ELY, MN, 55731"},{"ein":411350021,"irc_section":"501(C)(3)","cash":20000,"purpose":"PEDIATRIC SANE PROGRAM SUPPORT","address_line1":"32 E 1ST ST SUITE 200","city":"DULUTH","state":"MN","zip":"55802","name":"PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSUALT","address":"32 E 1ST ST SUITE 200, DULUTH, MN, 55802"},{"ein":410691275,"irc_section":"501(C)(3)","cash":25634,"purpose":"REHAB EQUIP","address_line1":"530 E 2ND ST","city":"DULUTH","state":"MN","zip":"55805","name":"POLINSKY MEDICAL REHABILIATION CENTER","address":"530 E 2ND ST, DULUTH, MN, 55805"}],"individual_grants":[{"type":"ANNUITIES - SMDC FOUNDATION","recipient_count":18,"cash":45022},{"type":"BREAST CANCER PATIENT SUPPORT/FINANCIAL NEED","recipient_count":29,"cash":18996},{"type":"ASSIST ESSENTIA HEALTH PATIENTS IN FINANCIAL NEED","recipient_count":8,"cash":1014},{"type":"ASSIST ESSENTIA HEALTH EMPLOYEES IN FINANCIAL NEED","recipient_count":215,"cash":116554},{"type":"CANCER PATIENT SUPPORT/FINANCIAL NEED","recipient_count":59,"cash":19440},{"type":"SAFETY-BIKE HELMETS TO COMMUNITY CHILDREN","recipient_count":1450,"cash":52413}],"total_domestic_grants":1500367,"total_domestic_program_services":1500367,"detail_org_grants_total":1106411,"detail_individual_grants_total":253439,"detail_domestic_grants_total":1359850,"supplemental_information":[{"identifier":"SCHEDULE I, PART I, LINE 2","explanation":"Procedures for Monitoring the Use of Grants: The St. Mary's Duluth Clinic Foundation Board of Directors adheres to the followIng general principles in evaluating grant proposals: Proposals must be consistent with the mission statement of the St. Mary's Duluth Clinic Foundation. Grants will be made for activity that has primary impact in northeast Minnesota, northwest Wisconsin, and the Upper Peninsula of Michigan. Priorities for the Foundation include: - Pilot studies from which the collected data may be used to pursue larger grants. - Program development start-up funds. - Educational purposes. - Uniqueness. - Projects that serve a particular, specialized healthcare need. Grants are made only to not-for-profit institutions or organizations, primarily members of ESSENTIA HEALTH EAST, for activities to be carried out by individuals associated with the grant-receiving entity. Funding will not be awarded for an activity that has already occurred before the grant proposal is reviewed. All decisions regarding funding will adhere to ESSENTIA HEALTH EAST's equal opportunity standards. Grant Making Standards- The Foundation Board of Directors uses the following criteria when evaluating requests: The applicant(s) is (are) qualified and competent to carry out the proposal. The proposal is realistic and relevant. The geographic and demographic scope of the project is appropriate. The proposal is distinctive. The proposal adds value to Essentia Health East health care region. The budget is appropriate for what is proposed. There are future funding plans if the proposed project exceeds beyond one year. Grant Making Process Receipt and review of applications: Applicants are encouraged to have preliminary discussion with the Foundation grant officer to determine how well the anticipated proposal meets the Foundation's guidelines. The Foundation Board of Directors makes decisions on grant proposals at its monthly meetings. Proposals must be submitted both in hard copy and as a Word (or other electronic form) document. Proposal deadlines are the first day of each month for consideration that month. Applicants are notified of funding decisions within five working days of the final action. Release of funds: When a proposal is funded, the Foundation grant officer will arrange payment with the grant recipient. If a grant proposal is funded, but the applicant fails to begin implementing the project within twelve months of being notified, the grant is nullified and the applicant must submit a new proposal for consideration. Unexpended funds remaining at the end of the project must be returned to the Foundation. Reports and publicity: Progress reports are required on at least an annual basis, with a final report required within 90 days of an activity's completion. If an accepted project is to be funded with successive annual grants, a progress report of the first year's activity and use of grant funds is required prior to releasing the second allocation."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":true,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"Procedures for Monitoring the Use of Grants: The St. Mary's Duluth Clinic Foundation Board of Directors adheres to the followIng general principles in evaluating grant proposals: Proposals must be consistent with the mission statement of the St. Mary's Duluth Clinic Foundation. Grants will be made for activity that has primary impact in northeast Minnesota, northwest Wisconsin, and the Upper Peninsula of Michigan. Priorities for the Foundation include: - Pilot studies from which the collected data may be used to pursue larger grants. - Program development start-up funds. - Educational purposes. - Uniqueness. - Projects that serve a particular, specialized healthcare need. Grants are made only to not-for-profit institutions or organizations, primarily members of ESSENTIA HEALTH EAST, for activities to be carried out by individuals associated with the grant-receiving entity. Funding will not be awarded for an activity that has already occurred before the grant proposal is reviewed. All decisions regarding funding will adhere to ESSENTIA HEALTH EAST's equal opportunity standards. Grant Making Standards- The Foundation Board of Directors uses the following criteria when evaluating requests: The applicant(s) is (are) qualified and competent to carry out the proposal. The proposal is realistic and relevant. The geographic and demographic scope of the project is appropriate. The proposal is distinctive. The proposal adds value to Essentia Health East health care region. The budget is appropriate for what is proposed. There are future funding plans if the proposed project exceeds beyond one year. Grant Making Process Receipt and review of applications: Applicants are encouraged to have preliminary discussion with the Foundation grant officer to determine how well the anticipated proposal meets the Foundation's guidelines. The Foundation Board of Directors makes decisions on grant proposals at its monthly meetings. Proposals must be submitted both in hard copy and as a Word (or other electronic form) document. Proposal deadlines are the first day of each month for consideration that month. Applicants are notified of funding decisions within five working days of the final action. Release of funds: When a proposal is funded, the Foundation grant officer will arrange payment with the grant recipient. If a grant proposal is funded, but the applicant fails to begin implementing the project within twelve months of being notified, the grant is nullified and the applicant must submit a new proposal for consideration. Unexpended funds remaining at the end of the project must be returned to the Foundation. Reports and publicity: Progress reports are required on at least an annual basis, with a final report required within 90 days of an activity's completion. If an accepted project is to be funded with successive annual grants, a progress report of the first year's activity and use of grant funds is required prior to releasing the second allocation.","form_and_line_reference":"Schedule I Part IV"}},"ScheduleF":{"reported_foreign_grants":0,"regions":[{"region":"Central America and the Caribbean","activity_type":"Investments","total_expenditures":1009000}],"part_i_totals":{"total_spent":1009000,"subtotal_spent":1009000},"foreign_forms":{"transfer_to_foreign_corporation":true,"interest_in_foreign_trust":false,"foreign_corporation_ownership":false,"passive_foreign_investment_company":false,"foreign_partnership":false,"boycott_countries":false}},"ScheduleJ":{"compensation_process":{"compensation_committee":true,"compensation_survey_or_study":true,"board_or_committee_approval":true},"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":true,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"STEVE YORDE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":177056,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":31185,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":27274,"other_compensation_filing_org":0,"other_compensation_related_orgs":1066,"total_compensation_filing_org":0,"total_compensation_related_orgs":236581,"name":"STEVE YORDE"},{"person_name":"ROBERT NORMAN","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":135275,"compensation_based_on_related_orgs":372520,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":47861,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":63376,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":67701,"other_compensation_filing_org":0,"other_compensation_related_orgs":49160,"total_compensation_filing_org":0,"total_compensation_related_orgs":688032,"name":"ROBERT NORMAN"},{"person_name":"BARBARA JOHNSON","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":70251,"compensation_based_on_related_orgs":258437,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":47000,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":6386,"other_compensation_filing_org":0,"other_compensation_related_orgs":495,"total_compensation_filing_org":0,"total_compensation_related_orgs":382569,"name":"BARBARA JOHNSON"}],"supplemental_information":[{"identifier":"Schedule J, Part I Line 3","explanation":"Establishing CEO's compensation: ST. MARY'S DULUTH CLINIC FOUNDATION relied on Essentia Health EAST's, supporting organization of ST. MARY'S DULUTH CLINIC FOUNDATION, methods for establishing ST. MARY'S DULUTH CLINIC FOUNDATION's Chief DEVELOPMENT Officer compensation: a compensation committee, compensation survey or study, and approval by the board or compensation committee."},{"identifier":"Schedule J, Part I, Line 4a","explanation":"Severance payment: All individuals listed as Formers in Form 990, Part VII, Section A, Line 1a remain employed within Essentia Health and its subsidiaries and are not receiving a termination payment."},{"identifier":"Schedule J, Part I, Line 4b","explanation":"Supplemental nonqualified retirement plan: Robert Norman (Critical Access Goup) $47,861 Barbara Johson (Essentia Health East) $0 STEVE YORDE (ESSENTIA HEALTH EAST) $0 Essentia Health East's nonqualified retirement plan is offered to designate Essentia Health East's executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Essentia Health East's general assets. Critical Access Group's nonqualified retirement plan is offered to Critical Access Group executives. 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740 footnote: Essentia Health has adopted Accounting Standards Codification 740, Income Taxes (formerly known as FASB Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Tax - an interpretation of FASB Statement No. 109, Accounting for Income Taxes). The adoption of this interpretation had no material impact on the consolidated financial statements and therefore, Essentia Health's consolidated financial statements for fiscal year ended June 30, 2011 no longer includes an ASC 740 footnote."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":1245305,"reported_domestic_individual_grants":255062,"reported_domestic_org_grants_program_services":1245305,"reported_domestic_individual_grants_program_services":255062,"total_501c3_and_government_organizations":9,"total_other_organizations":0,"grants":[{"ein":411879730,"irc_section":"501(C)(3)","cash":180715,"purpose":"EMPLOYEE Education, STAFF NEEDS","address_line1":"502 E 2ND STREET","city":"DULUTH","state":"MN","zip":"55805","name":"SMDC MEDICAL CENTER","address":"502 E 2ND STREET, DULUTH, MN, 55805"},{"ein":410695604,"irc_section":"501(C)(3)","cash":395354,"purpose":"EQUIPMENT PURCHASES, EMPLOYEE EDUCATION, DEPARTMENTAL FUNDING","address_line1":"407 EAST THIRD STREET","city":"DULUTH","state":"MN","zip":"55805","name":"ST MARY'S MEDICAL CENTER","address":"407 EAST THIRD STREET, DULUTH, MN, 55805"},{"ein":410883623,"irc_section":"501(C)(3)","cash":108198,"purpose":"MEDICAL RESEARCH EMPLOYEE EDUCATION","address_line1":"400 EAST THIRD STREET","city":"DULUTH","state":"MN","zip":"55805","name":"THE DULUTH CLINIC LTD","address":"400 EAST THIRD STREET, DULUTH, MN, 55805"},{"ein":419999996,"irc_section":"501(C)(3)","cash":6000,"purpose":"ARCH FEES FOR NEW HOSPITAL CAMEROON AFRICA","address_line1":"122 FRANKLIN AVENUE N","city":"MINNEAPOLIS","state":"MN","zip":"55404","name":"MSAADA ARCHITECTS","address":"122 FRANKLIN AVENUE N, MINNEAPOLIS, MN, 55404"},{"ein":411811073,"irc_section":"501(C)(3)","cash":239269,"purpose":"EQUIPMENT, STAFF EDUCATION","address_line1":"3500 TOWER AVENUE","city":"SUPERIOR","state":"WI","zip":"54880","name":"ST MARY'S HOSPITAL OF SUPERIOR","address":"3500 TOWER AVENUE, SUPERIOR, WI, 54880"},{"ein":271291124,"irc_section":"501(C)(3)","cash":119794,"purpose":"RESEARCH AWARD, EDUCATION AWARD","address_line1":"502 EAST SECOND STREET","city":"DULUTH","state":"MN","zip":"55805","name":"ESSENTIA INSTITUTE OF RURAL HEALTH","address":"502 EAST SECOND STREET, DULUTH, MN, 55805"},{"ein":272987032,"irc_section":"501(C)(3)","cash":11447,"purpose":"PROGRAM SUPPORT","address_line1":"300 CONAN ST","city":"ELY","state":"MN","zip":"55731","name":"WELL BEING DEVELOPMENT","address":"300 CONAN ST, ELY, MN, 55731"},{"ein":411350021,"irc_section":"501(C)(3)","cash":20000,"purpose":"PEDIATRIC SANE PROGRAM SUPPORT","address_line1":"32 E 1ST ST SUITE 200","city":"DULUTH","state":"MN","zip":"55802","name":"PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSUALT","address":"32 E 1ST ST SUITE 200, DULUTH, MN, 55802"},{"ein":410691275,"irc_section":"501(C)(3)","cash":25634,"purpose":"REHAB EQUIP","address_line1":"530 E 2ND ST","city":"DULUTH","state":"MN","zip":"55805","name":"POLINSKY MEDICAL REHABILIATION CENTER","address":"530 E 2ND ST, DULUTH, MN, 55805"}],"individual_grants":[{"type":"ANNUITIES - SMDC FOUNDATION","recipient_count":18,"cash":45022},{"type":"BREAST CANCER PATIENT SUPPORT/FINANCIAL NEED","recipient_count":29,"cash":18996},{"type":"ASSIST ESSENTIA HEALTH PATIENTS IN FINANCIAL NEED","recipient_count":8,"cash":1014},{"type":"ASSIST ESSENTIA HEALTH EMPLOYEES IN FINANCIAL NEED","recipient_count":215,"cash":116554},{"type":"CANCER PATIENT SUPPORT/FINANCIAL NEED","recipient_count":59,"cash":19440},{"type":"SAFETY-BIKE HELMETS TO COMMUNITY CHILDREN","recipient_count":1450,"cash":52413}],"total_domestic_grants":1500367,"total_domestic_program_services":1500367,"detail_org_grants_total":1106411,"detail_individual_grants_total":253439,"detail_domestic_grants_total":1359850,"supplemental_information":[{"identifier":"SCHEDULE I, PART I, LINE 2","explanation":"Procedures for Monitoring the Use of Grants: The St. Mary's Duluth Clinic Foundation Board of Directors adheres to the followIng general principles in evaluating grant proposals: Proposals must be consistent with the mission statement of the St. Mary's Duluth Clinic Foundation. Grants will be made for activity that has primary impact in northeast Minnesota, northwest Wisconsin, and the Upper Peninsula of Michigan. Priorities for the Foundation include: - Pilot studies from which the collected data may be used to pursue larger grants. - Program development start-up funds. - Educational purposes. - Uniqueness. - Projects that serve a particular, specialized healthcare need. Grants are made only to not-for-profit institutions or organizations, primarily members of ESSENTIA HEALTH EAST, for activities to be carried out by individuals associated with the grant-receiving entity. Funding will not be awarded for an activity that has already occurred before the grant proposal is reviewed. All decisions regarding funding will adhere to ESSENTIA HEALTH EAST's equal opportunity standards. Grant Making Standards- The Foundation Board of Directors uses the following criteria when evaluating requests: The applicant(s) is (are) qualified and competent to carry out the proposal. The proposal is realistic and relevant. The geographic and demographic scope of the project is appropriate. The proposal is distinctive. The proposal adds value to Essentia Health East health care region. The budget is appropriate for what is proposed. There are future funding plans if the proposed project exceeds beyond one year. Grant Making Process Receipt and review of applications: Applicants are encouraged to have preliminary discussion with the Foundation grant officer to determine how well the anticipated proposal meets the Foundation's guidelines. The Foundation Board of Directors makes decisions on grant proposals at its monthly meetings. Proposals must be submitted both in hard copy and as a Word (or other electronic form) document. Proposal deadlines are the first day of each month for consideration that month. Applicants are notified of funding decisions within five working days of the final action. Release of funds: When a proposal is funded, the Foundation grant officer will arrange payment with the grant recipient. If a grant proposal is funded, but the applicant fails to begin implementing the project within twelve months of being notified, the grant is nullified and the applicant must submit a new proposal for consideration. Unexpended funds remaining at the end of the project must be returned to the Foundation. Reports and publicity: Progress reports are required on at least an annual basis, with a final report required within 90 days of an activity's completion. If an accepted project is to be funded with successive annual grants, a progress report of the first year's activity and use of grant funds is required prior to releasing the second allocation."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":true,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"Procedures for Monitoring the Use of Grants: The St. Mary's Duluth Clinic Foundation Board of Directors adheres to the followIng general principles in evaluating grant proposals: Proposals must be consistent with the mission statement of the St. Mary's Duluth Clinic Foundation. Grants will be made for activity that has primary impact in northeast Minnesota, northwest Wisconsin, and the Upper Peninsula of Michigan. Priorities for the Foundation include: - Pilot studies from which the collected data may be used to pursue larger grants. - Program development start-up funds. - Educational purposes. - Uniqueness. - Projects that serve a particular, specialized healthcare need. Grants are made only to not-for-profit institutions or organizations, primarily members of ESSENTIA HEALTH EAST, for activities to be carried out by individuals associated with the grant-receiving entity. Funding will not be awarded for an activity that has already occurred before the grant proposal is reviewed. All decisions regarding funding will adhere to ESSENTIA HEALTH EAST's equal opportunity standards. Grant Making Standards- The Foundation Board of Directors uses the following criteria when evaluating requests: The applicant(s) is (are) qualified and competent to carry out the proposal. The proposal is realistic and relevant. The geographic and demographic scope of the project is appropriate. The proposal is distinctive. The proposal adds value to Essentia Health East health care region. The budget is appropriate for what is proposed. There are future funding plans if the proposed project exceeds beyond one year. Grant Making Process Receipt and review of applications: Applicants are encouraged to have preliminary discussion with the Foundation grant officer to determine how well the anticipated proposal meets the Foundation's guidelines. The Foundation Board of Directors makes decisions on grant proposals at its monthly meetings. Proposals must be submitted both in hard copy and as a Word (or other electronic form) document. Proposal deadlines are the first day of each month for consideration that month. Applicants are notified of funding decisions within five working days of the final action. Release of funds: When a proposal is funded, the Foundation grant officer will arrange payment with the grant recipient. If a grant proposal is funded, but the applicant fails to begin implementing the project within twelve months of being notified, the grant is nullified and the applicant must submit a new proposal for consideration. Unexpended funds remaining at the end of the project must be returned to the Foundation. Reports and publicity: Progress reports are required on at least an annual basis, with a final report required within 90 days of an activity's completion. If an accepted project is to be funded with successive annual grants, a progress report of the first year's activity and use of grant funds is required prior to releasing the second allocation.","form_and_line_reference":"Schedule I Part IV"}},"ScheduleF":{"reported_foreign_grants":0,"regions":[{"region":"Central America and the Caribbean","activity_type":"Investments","total_expenditures":1009000}],"part_i_totals":{"total_spent":1009000,"subtotal_spent":1009000},"foreign_forms":{"transfer_to_foreign_corporation":true,"interest_in_foreign_trust":false,"foreign_corporation_ownership":false,"passive_foreign_investment_company":false,"foreign_partnership":false,"boycott_countries":false}},"ScheduleJ":{"compensation_process":{"compensation_committee":true,"compensation_survey_or_study":true,"board_or_committee_approval":true},"compensation_arrangements":{"compensation_based_on_revenue_filing_org":false,"compensation_based_on_revenue_related_orgs":false,"compensation_based_on_net_earnings_filing_org":false,"compensation_based_on_net_earnings_related_orgs":false,"nonfixed_payments":false,"initial_contract_exception":false,"severance_payment":false,"supplemental_nonqualified_retirement_plan":true,"equity_based_compensation_arrangement":false},"compensation":[{"person_name":"STEVE YORDE","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":0,"compensation_based_on_related_orgs":177056,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":31185,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":27274,"other_compensation_filing_org":0,"other_compensation_related_orgs":1066,"total_compensation_filing_org":0,"total_compensation_related_orgs":236581,"name":"STEVE YORDE"},{"person_name":"ROBERT NORMAN","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":135275,"compensation_based_on_related_orgs":372520,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":47861,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":63376,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":67701,"other_compensation_filing_org":0,"other_compensation_related_orgs":49160,"total_compensation_filing_org":0,"total_compensation_related_orgs":688032,"name":"ROBERT NORMAN"},{"person_name":"BARBARA JOHNSON","base_compensation_filing_org":0,"bonus_filing_org":0,"bonus_related_orgs":70251,"compensation_based_on_related_orgs":258437,"comp_report_prior_990_filing_org":0,"comp_report_prior_990_related_orgs":0,"deferred_compensation_filing_org":0,"deferred_compensation_related_orgs":47000,"nontaxable_benefits_filing_org":0,"nontaxable_benefits_related_orgs":6386,"other_compensation_filing_org":0,"other_compensation_related_orgs":495,"total_compensation_filing_org":0,"total_compensation_related_orgs":382569,"name":"BARBARA JOHNSON"}],"supplemental_information":[{"identifier":"Schedule J, Part I Line 3","explanation":"Establishing CEO's compensation: ST. MARY'S DULUTH CLINIC FOUNDATION relied on Essentia Health EAST's, supporting organization of ST. MARY'S DULUTH CLINIC FOUNDATION, methods for establishing ST. MARY'S DULUTH CLINIC FOUNDATION's Chief DEVELOPMENT Officer compensation: a compensation committee, compensation survey or study, and approval by the board or compensation committee."},{"identifier":"Schedule J, Part I, Line 4a","explanation":"Severance payment: All individuals listed as Formers in Form 990, Part VII, Section A, Line 1a remain employed within Essentia Health and its subsidiaries and are not receiving a termination payment."},{"identifier":"Schedule J, Part I, Line 4b","explanation":"Supplemental nonqualified retirement plan: Robert Norman (Critical Access Goup) $47,861 Barbara Johson (Essentia Health East) $0 STEVE YORDE (ESSENTIA HEALTH EAST) $0 Essentia Health East's nonqualified retirement plan is offered to designate Essentia Health East's executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Essentia Health East's general assets. Critical Access Group's nonqualified retirement plan is offered to Critical Access Group executives. There is a minimum two year vesting date, benefits are subject to income taxes upon vesting, and benefits are payable from Critical Access Group's general assets."}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":371532145,"business_name_line1":"BRAINERD LAKES INTEGRATED HEALTH SYSTEM","primary_activities":"SUPPORT ORG","exempt_code_section":"501(c)(3)","public_charity_status":"11 II","legal_domicile_state":"MN","direct_controlling_business_name_line1":"Essentia","address_line1":"2024 S 6TH ST","city":"BRAINERD","state":"MN","zip":"56401","name":"BRAINERD LAKES INTEGRATED HEALTH SYSTEM","address":"2024 S 6TH ST, BRAINERD, MN, 56401"},{"ein":371532148,"business_name_line1":"BRAINERD MEDICAL CENTER INC","primary_activities":"CLINIC","exempt_code_section":"501(c)(3)","public_charity_status":"3","legal_domicile_state":"MN","direct_controlling_business_name_line1":"BLIHS","address_line1":"2024 S 6TH ST","city":"BRAINERD","state":"MN","zip":"56401","name":"BRAINERD MEDICAL CENTER 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