Form990
Click to see attachment
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)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
Dakota Medical Charities
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
4141 28th Avenue S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fargo, ND58104
D Employer identification number

45-0368679
E Telephone number

G Gross receipts $ 2,970,676
F Name and address of principal officer:
J Patrick Traynor
4141 28th Avenue S
Fargo,ND58104
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.dakmed.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1982
M State of legal domicile: ND
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Carry out the charitable health related purposes of Dakota Medical Foundation.
2 Check this box MediumBullet
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 18
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 7
6 Total number of volunteers (estimate if necessary) ............. 6 230
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 821 16,824
9 Program service revenue (Part VIII, line 2g) ......... 23,998 8,357
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,741,429 2,945,495
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 5,766,248 2,970,676
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,004,440 1,256,443
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) 793,711 1,023,271
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet84,553    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 589,356 517,211
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,387,507 2,796,925
19 Revenue less expenses. Subtract line 18 from line 12....... 3,378,741 173,751
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 73,690,567 76,645,081
21 Total liabilities (Part X, line 26)............. 401,867 788,801
22 Net assets or fund balances. Subtract line 21 from line 20..... 73,288,700 75,856,280
Part II
Signature Block
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.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
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: Dakota Medical Charities operates exclusively for charitable, scientific and educational purposes exclusively for the benefit of, to perform the functions of, and to carry out the charitable health-related purposes of Dakota Medical Foundation.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
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? ............................
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 $ 904,005 including grants of $ 578,603 ) (Revenue $ 8,357 )
Dakota Medical Charities (DMC) and its supported parent organization, Dakota Medical Foundation (DMF), (the "Foundations") are recognized leaders dedicated to effectively addressing societal health problems and measurably improving the health and healthcare access for people in North Dakota and western Minnesota. The Foundations work closely with and through hundreds of engaged partners in the region, such as, health-related nonprofits, healthcare facilities, universities, public agencies, foundations, businesses, volunteers and donors. The Foundations place particular emphasis on initiatives and projects that address the special healthcare needs of community members within its traditional service area. The Foundations focused their grants and initiative programs in support of Access to Healthcare, Chronic Disease Prevention, and Organizational Effectiveness.ACCESS TO HEALTHCARE -Lend A Hand Initiative: In 2007, Dakota Medical Foundation established the Lend A Hand Initiative to provide financial and fundraising assistance to a defined charitable class of families and individuals in Cass County, ND and Clay County, MN that experience financial hardships due to catastrophic medical issues. A 12-member executive committee provides monthly reviews and eligibility determinations regarding requests for up to $5,000 in Foundation matching funds available to the defined charitable class of family benefit funds. In 2014, the DMF Lend A Hand program celebrated its seventh anniversary and has assisted in raising over $8.8 million for 310 qualified family benefits. The Lend A Hand program teamed with over 6,000 community members who have led fund raising benefit events in local communities with more than 120,000 people attending and supporting the events. The Foundations have provided matching funds to the family benefit funds totaling over $1.5 million since 2008.Donors may contribute to: 1) the DMF Lend A Hand Giving Fund where contributions are matched by the Foundations; or 2) directly to the community established family benefit funds that meet the program's eligibility requirements. The Lend A Hand program provides a step-by-step fundraising guide, a toolkit for volunteers that include planning and marketing templates and additional resources and fundraising assistance (www.dakmed.org/lendahand/). Donations to the Lend A Hand program may be made by cash, check or online through the Impact Foundation website located at www.impactgiveback.org. Healthy Steps Outreach Initiative: This initiative provides education and outreach to approximately 13,000 families in North Dakota with children without medical insurance, seeking to connect them to one of three free or low-cost medical assistance programs: Medicaid, Healthy Steps Children's Health Insurance Plan and Caring for Children insurance program. Half of uninsured families are potentially eligible for a form of public health coverage with a majority having working parents (80 percent). Efforts to build awareness and connect uninsured children will help to ensure that North Dakota children have a healthy start and a healthy future. Studies show that uninsured children are ten times more likely to have unmet medical needs and five times more likely to go more than two years without seeing a doctor, which can lead to a greater risk of illness and hospitalization. In addition, a lack of health insurance can have a negative influence on school attendance and participation in extracurricular activities. Healthy Steps outreach has the support of Healthy Steps Ambassadors in schools statewide. Outreach kits have been created to give ambassadors and child advocates an opportunity to connect families in need of health insurance with available resources and guidance. Faith Community Nurses also serve as Healthy Steps Ambassadors in hospitals and human service organizations. The number of children covered by Healthy Steps, has risen from 3,399 in 2009 to 4,076 in 2013. The initiative is funded by a $650,000 two year grant from the North Dakota Department of Human Services.Children's Mental Health Initiative: In 2007, the Foundations partnered with the Southeastern North Dakota Community Action Agency (SENDCAA) to develop, implement and manage strategies to provide access to early social-emotional mental health screening, assessment and therapeutic consultation services for children; improve education and awareness of early childhood mental health; and facilitate collaboration among providers. Working with local public health units, clinics and childcare sites in Cass County, ND and Clay County, MN, the initiative provides access to social-emotional mental health screenings, assessments and consultation services for children up to age 8. Over 7,500 children have been screened since 2009. The early interventions have led to 800 follow-up screenings and services to build positive behavioral skills preventing future difficulties in school, work and relationships. Another 380 referrals have been made to additional mental health services. Face-to-face services were received by 44 children and their caregivers in 2014 with an average of five sessions each.Community education is an important component of the initiative. During 2013 SENDCAA program consultants have become certified Nurtured Heart Approach advanced trainers who arm parents, caregivers and teachers with the tools to create positive relationships with children. More than 1,000 childcare providers have been trained. The Initiative supported the development of a Resource Guide that identifies information about children's mental health services and providers in Cass and Clay Counties. The Initiative was supported in 2014 through a $50,000 grant to Southeastern North Dakota Community Action Agency.Prescription Assistance Initiative: Since 2000, the Foundations have supported programs in its service area that provide application assistance for eligible low-income and uninsured persons to secure free or reduced-cost prescription medications from major pharmaceutical company programs. The Foundations partnered with South Central Adult Services of Valley City, ND to manage the initiative. Since 2003, nearly 40,000 applications for medication assistance have been processed resulting in 7,030 people acquiring over $27.8 million in essential prescription drugs. During 2014, approximately $1.1 million in prescriptions were acquired through the programs by over 231 clients.
4b (Code:   ) (Expenses $ 402,682 including grants of $ 18,250 ) (Revenue $   )
Chronic Disease Prevention -See Schedule O for continuation
4c (Code:   ) (Expenses $ 373,713 including grants of $ 151,509 ) (Revenue $   )
Organizational Effectiveness -See Schedule O for Continuation
(Code:   ) (Expenses $ 508,081 including grants of $ 508,081 ) (Revenue $   )
Breakthrough Idea Challenge: The Foundations committed $455,000 in funding to inspire and encourage nonprofits and people in our region to think big, sparking bold, innovative and original solutions to find new ways to solve persistent health problems. The challenge is to identify ambitious, creative new ideas to significantly improve the health of people in our region, or to remove persistent hurdles that impact health and well-being. Innovation is the most likely path to produce breakthroughs that conquer persistent health problems. The Foundations engage and challenge people and organizations to think bigger and bolder, and then supply the grant capital and guidance to explore new ideas and launch new ventures to tackle tough healthcare issues. During 2014, 70+ innovators identified ambitious and challenging proposals for evaluation by DMF Strategic Platforms Committee. Nine of the proposals were approved resulting in $455,000 in DMC grants awarded to nonprofit organizations in the region:* Essentia Health to establish a database to connect nursing students with opportunities for hands-on clinical experiences at hospitals, clinics and other health settings. $32,000* Lake Region State College to create a curriculum for paramedics to earn their RN associate's degrees to alleviate career mobility issues in the state. $75,000* Elder Abuse Prevention Center to establish a center for Cass and Clay counties to investigate and combat abuse, neglect and exploitation of elders and vulnerable adults. $62,400* Lutheran Social Services of Minnesota to improve support to those caring for elderly people in rural areas. $49,000* Great Rides Fargo to support an automated bike rental system to promote healthy commuting. $50,000* Concordia College to continuing pioneering work to spread physical activity into the school day and in youth groups to combat obesity. $50,600* TNT Kid's Fitness to provide a movement labs and learning at childcare sites. $36,000* Boys & Girls Club of the Red River Valley for a mobile unit to take recreation activities to youth in their neighborhoods, particularly where incomes are low and access to summer activities is challenging. $50,000* YMCA of Cass Clay to create a "healthy thinking 7 Mindsets" community. $50,000
4d Other program services (Describe in Schedule O.)
(Expenses $ 508,081 including grants of $ 508,081 ) (Revenue $   )
4e Total program service expensesMediumBullet2,188,481
Form 990 (2013)
Form 990 (2013)
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 AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
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
 
No
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 Revenue Procedure 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 IClick to see attachment........................
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 IIClick to see attachment...
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 Click to see attachment....................
8
 
No
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 IVClick to see attachment..............
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 VClick to see attachment......
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.Click to see attachment...................
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 VIIClick to see attachment.......
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 VIIIClick to see attachment.......
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 IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
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 XClick to see attachment.........................
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 Click to see attachment.................
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 Click to see attachment
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
 
No
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
 
No
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
 
No
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
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
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....................... Click to see attachment
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
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) 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, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity 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 Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
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........ Click to see attachment
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........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
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
 
 
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............. Click to see attachment
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
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
4
b
Enter the number of Forms W-2G included in 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
 
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
7
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
 
No
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
 
 
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: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
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 and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the 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
 
 
Form 990 (2013)
Form 990 (2013)
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
18
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
b
Describe in 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 in 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
 
No
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in 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 filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
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, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletMichael Schumacher4141 28th Avenue SFargoND58104 (701) 271-0263
Form 990 (2013)
Form 990 (2013)
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.
RoundBullet 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.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet 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 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet 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.

RoundBullet 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.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
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) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Richard Vetter MD........................................................................
Chair
 1.00
.......................4.00 		X   X       0 0 0
(2) Susan Mathison MD........................................................................
Vice Chair
 1.00
.......................2.00 		X   X       0 0 0
(3) Curt Noyes........................................................................
Treasurer
 1.00
.......................3.00 		X   X       0 0 0
(4) Jon Wanzek........................................................................
Secretary (thru 12/2013)
 1.00
.......................2.00 		X   X       0 0 0
(5) Sindy Keller Director thru........................................................................
12/2013/Secretary (starting 1/2014)
 1.00
.......................2.00 		X   X       0 0 0
(6) David Clutter MD........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(7) Jay Eisenbeis........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(8) Joel Haugen MD........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(9) Chris Kennelly........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(10) Larry Leitner........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(11) Deb Magnuson BSN RN........................................................................
Director (thru 12/2013)
 1.00
.......................2.00 		X           0 0 0
(12) Fadel Nammour MD........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(13) Nancy Slotten........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(14) Jane Skalsky RN........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(15) Mike Warner........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(16) Hope Yongsmith........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(17) Seth Novak........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
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) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Amanda Thomas........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(19) Robert Bakkum........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(20) Jerry Skjonsby........................................................................
Director
 1.00
.......................2.00 		X           0 0 0
(21) J Patrick Traynor........................................................................
President
 20.00
.......................20.00 		    X       126,251 126,251 57,104
(22) Michael Schumacher........................................................................
CFO
 20.00
.......................20.00 		    X       33,106 0 2,354
(23) David Gibb........................................................................
Director of Finance
 20.00
.......................20.00 		    X       106,234 0 22,807














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 265,591 126,251 82,265
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
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
 
No
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
SEI Investment Management1 Freedom Valley DriveOaksPA19456 Investment Management 253,803
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 250
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		16,574
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 16,824
Program Service RevenueAmt Business Code
2a Other supporting revenue 900099 8,357 8,357    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 8,357
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,612,985     1,612,985
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,332,510  
b Less: cost or other basis and sales expenses 0  
c Gain or (loss) 1,332,510  
d Net gain or (loss)..........MediumBullet 1,332,510     1,332,510
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 2,970,676 8,357 0 2,945,495
Form 990 (2013)
Form 990 (2013)
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 governments and organizations in the United States. See Part IV, line 21 1,256,443 1,256,443
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 440,333 136,696 271,217 32,420
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 419,878 292,300 93,665 33,913
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 47,445 33,029 10,584 3,832
9 Other employee benefits ....... 62,182 43,288 13,871 5,023
10 Payroll taxes ........... 53,433 27,402 21,964 4,067
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 55   55  
c Accounting ........... 9,000   9,000  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 232,501 209,251 23,250  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 55,706 39,801 14,994 911
12 Advertising and promotion .... 60,297 59,557 740  
13 Office expenses ....... 69,607 45,891 20,628 3,088
14 Information technology ...... 25,070 5,099 19,701 270
15 Royalties ..        
16 Occupancy ........... 27,019 17,044 8,946 1,029
17 Travel ............ 10,334 7,457 2,877  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 16,854 14,604 2,250  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance .............. 10,321 619 9,702  
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
b
c
d
e All other expenses 447   447  
25 Total functional expenses. Add lines 1 through 24e 2,796,925 2,188,481 523,891 84,553
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing .............   1  
2 Savings and temporary cash investments ......... 892,006 2 778,149
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 338 4 401
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ..........   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 130,000
b Less: accumulated depreciation ..... 10b   130,000 10c 130,000
11 Investments—publicly traded securities .......... 67,214,719 11 69,945,035
12 Investments—other securities. See Part IV, line 11 ..... 5,453,504 12 5,791,496
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 73,690,567 16 76,645,081
Liabilities 17 Accounts payable and accrued expenses ......... 149,255 17 161,135
18 Grants payable ................. 150,000 18 75,000
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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.................... 102,612 25 552,666
26 Total liabilities. Add lines 17 through 25......... 401,867 26 788,801
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 73,010,831 27 75,579,692
28 Temporarily restricted net assets ........... 218,770 28 217,489
29 Permanently restricted net assets ........... 59,099 29 59,099
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 73,288,700 33 75,856,280
34 Total liabilities and net assets/fund balances ........ 73,690,567 34 76,645,081
Form 990 (2013)
Form 990 (2013)
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
2,970,676
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,796,925
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
173,751
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
73,288,700
5
Net unrealized gains (losses) on investments ...............
5
2,393,829
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
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
75,856,280
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:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
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:
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:
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
 
No
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
 
No
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
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Dakota Medical Charities
 
Employer identification number

45-0368679
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) Dakota Medical Foundation
  		456012318 7 Yes           1,258,155
Total 1,258,155

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Dakota Medical Charities
 
Employer identification number

45-0368679
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 277,869 282,784 282,784 59,099 59,099
b Contributions ........ 671     223,685  
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		1,952 4,915      
f Administrative expenses ....          
g End of year balance ...... 276,588 277,869 282,784 282,784 59,099
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet78.600 %
b
Permanent endowment SchDMd Bullet21.400 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 130,000   130,000
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 130,000
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) SEI Special Situations 		3,659,619 F

(B) SEI Opportunity Fund 		2,131,877 F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 5,791,496
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Related party payable 552,666








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 552,666
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 5,132,026
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 2,393,829
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -232,479
e Add lines 2a through 2d ..................... 2e 2,161,350
3 Subtract line 2e from line 1..................... 3 2,970,676
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 2,970,676
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 2,564,446
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 2,564,446
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 232,479
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 232,479
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,796,925
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: Income is used to support the organization's mission.
Part X, Line 2: Dakota Medical Charities is organized as a North Dakota nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Dakota Medical Charities is required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS annually. In addition, Dakota Medical Charities is subject to income tax on any net income that is derived from business activities that are unrelated to its exempt purposes. Dakota Medical Charities believes they have appropriate support for any tax positions taken affecting the annual 990 filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. Dakota Medical Charities would recognize future accrued interest and penalties related to unrecognized tax liabilities in income tax expense if such interest and penalties are incurred.
Part XI, Line 2d - Other Adjustments: Investment expenses included in revenue for financial statements -232,479.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Dakota Medical Charities
 
Employer identification number
45-0368679
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Boys & Girls Club of the Red River Valley
2500 18th St S
Fargo,ND581036602 		45-0316132 501(c)(3) 62,581       Program support and mobile activity lab
(2) CCRI
2903 15th St S
Moorhead,MN565605111 		41-1294489 501(c)(3) 5,250       Operations suport
(3) Childcare Aware
3911 20th Ave S
Fargo,ND58103 		45-0226421 501(c)(3) 15,000       Operations suport
(4) Churches United for the Homeless Inc
1901 1 Avenue N
Moorhead,MN56560 		41-1594892 501(c)(3) 5,000       Operations Support
(5) Community of Care
335 1 Street
Arthur,ND58006 		26-1488596 501(c)(3) 5,250       Operations support and assist with health/medical concerns
(6) Community Violence Intervention Center Inc
211 S 4 Street
Grand Forks,ND58201 		45-0359167 501(c)(3) 50,000       Program support and mobile activity lab
(7) Concordia College
901 8 Street S
Moorhead,MN56560 		41-0693977 501(c)(3) 50,600       Scholarships
(8) Essentia Health
3000 32 Avenue S
Fargo,ND58103 		27-1984704 501(c)(3) 32,000       Operations Support
(9) Essentia Regional Health Foundation
3000 32 Avenue S
Fargo,ND58103 		27-1984704 501(c)(3) 92,703       Foundation fund development
(10) Family Healthcare Foundation
301 NP Avenue
Fargo,ND58102 		45-0430628 501(c)(3) 38,650       Operations Support
(11) FirstLink
4357 13 Avenue S
Fargo,ND58103 		45-0419491 501(c)(3) 20,250       Operations Support
(12) Great Plains Food Bank
1720 3rd Ave N
Fargo,ND58102 		45-0226421 501(c)(3) 8,842       Operations Support
(13) Great Rides Fargo
425 Broadway N
Fargo,ND581024414 		46-1849025 501(c)(3) 50,000       Bike Share Project
(14) HEART
221 3rd Ave
Enderlin,ND58027 		83-0345836 501(c)(3) 5,250       Operations Support
(15) Heartview Foundation
101 E Broadway
Bismarck,ND58501 		45-0282159 501(c)(3) 262,500       ND Residential Treatment Facility
(16) HERO
5012 53 Street S
Fargo,ND58104 		45-0457109 501(c)(3) 15,250       HERO Mobile
(17) Lakes Crisis & Resource Center
1339 Pelican Ln
Detroit Lakes,MN56501 		41-1456433 501(c)(3) 5,000       Operations Support
(18) Lutheran Social Services of MN
2485 Como Ave
St Paul,MN551081445 		41-0872993 501(c)(3) 49,000       Caregiver support and respite program
(19) NDSU
PO Box 5756
Fargo,ND58105 		45-6002439 government 50,000       Scholarships, Support for Pharmacists Association, Training Program for Nursing/Dietetic Students, Gerontology nursing training, Bison service challenge, and other programing support.
(20) Rape & Abuse Chrisis Center
PO Box 2984
Fargo,ND58108 		41-1310289 501(c)(3) 64,650       Operations Support
(21) Riverview Health Foundation
323 South Minnesota St
Crookston,MN567161601 		41-1699589 501(c)(3) 5,250       Operations Support
(22) Ronald McDonald House Charities
1330 18 Avenue S
Fargo,ND58103 		45-0365598 501(c)(3) 5,250       Operations Support
(23) TNT Kid's Fitness & Gymnastics Academy
2800 Main Avenue
Fargo,ND58103 		20-3459549 501(c)(3) 46,750       Operations Support
(24) YMCA of Cass and Clay Counties
400 1 Avenue S
Fargo,ND58103 		45-0232096 501(c)(3) 55,250       Nurtured Heart training for YMCA childcare staff and parents, Partner of Youth Annual Scholarship Campaign match
(25) YWCA Cass Clay
3100 12 Ave N
Fargo,ND58102 		45-0226435 501(c)(3) 15,250       Operations Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
25
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: Dakota Medical Charities monitors the grantee's use of grant funds through a formal application and written agreement process. The application process includes disclosing the type of legal entity and tax exempt status of organizations, describing their mission and purpose, governance structure, identifying any conflicts of interests, purpose and outcomes expected for the project, and a project budget. The grant agreement details the conditions of the grant including a certification of tax exempt status, start and end dates, interim and final reporting requirements and dates, use of grant proceeds and return of unused grant funds.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Dakota Medical Charities
 
Employer identification number

45-0368679
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)J Patrick TraynorPresident (i)
(ii)		 126,071
126,071 		0
0 		180
180 		19,001
19,001 		11,613
11,613 		156,865
156,865 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 3 The CEO compensation is determined by Dakota Medical Foundation, a related organization. In determining the compensation, Dakota Medical Foundation used the following: compensation committee, independent compensation consultant, Form 990 of other organizations, compensation survey or study, and approval by the board or compensation committee.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Dakota Medical Charities
 
Employer identification number

45-0368679
Return Reference Explanation
Form 990, Part III, Program B: CHRONIC DISEASE PREVENTION - Cass Clay Alive! Initiative: The Foundations joined with other like-minded organizations in 2009 to promote and facilitate a comprehensive approach for residents living in Cass County, ND and Clay County, MN to eat healthier and lead more active lifestyles, resulting in decreased incidence of obesity and chronic diseases. The initiative's overall strategy is to coordinate community collaboration to improve the health of citizens and to integrate best practices through the engagement of government, education, food industry, worksite wellness, community-based organizations, and insurers to make Cass and Clay counties of North Dakota the healthiest place in America to live, work, and play. The goal is to reduce childhood obesity rates in those counties by 20% by 2020. The initiative works through an advisory committee and a steering committee comprised of members from the various sectors to develop and direct the initiatives goals. Beginning in 2012, the Initiative programs focused on StreetsAlive! SchoolsAlive!; and ChildcareAlive!. The Foundations provided over $226,400 in 2014 to support this Initiative. StreetsAlive! The healthy communities focus in 2014 included the fifth annual Streets Alive! events to encourage healthier lifestyles in the community through movement by walking, running, biking, skating, dancing and any other means of human movement. Participants used human-powered transportation to navigate the 3-mile course through Fargo/Moorhead area. Over 30 community partners participated and supported the Streets Alive! effort by establishing healthy food booths, providing health education and mini-activity classes throughout the days. Two 2014 StreetsAlive! events drew over 13,000 attendees. SchoolsAlive! The Initiative's SchoolsAlive program works with local school systems to implement stronger wellness polices impacting over 27,000 K-12 students. The West Fargo, ND school system is implementing a school day physical activity initiative in its elementary schools. The program has included trainings and support on Active Recess, Active Classrooms, a university student service learning project, and training for before and after school staff. More than 1,250 staff have been trained. Over 400 school staff from ND and MN have attended local Healthy Schools Summits. Culinary trainings for school cooks were added in 2014 to teach scratch cooking that uses fresh, healthy ingredients and cuts additives and preservatives in student lunches. More than 155 individuals from 40 ND school districts have participated in Culinary Boot Camps. Family and Consumer Science teachers, childcare providers, and nonprofits like the Salvation Army and Great Plains Food Bank also attended. Childcare Alive! The Foundations collaborated with the ChildCare Aware program to increase physical activity and ensure healthier eating in child care settings. Early childhood professionals take part in online and face-to-face training, assessment of current practices, goal setting, and action planning around improving children's health. ChildcareAlive! has provided training to over 1,100 childcare providers and parents in functions addressing childhood obesity, increased outdoor activity, and nutritional education through 2014. Faith Communities Alive! CassClayAlive! extended its reach to create faith settings supportive of healthy choices in 2014. The initiative has engaged 20 congregations in Cass and Clay counties to build a peer network of healthy parishes and prototype policies and practices that establish faith settings as hubs for education, health promotion and advancing healthy habits.
Form 990, Part III, Program C: Organizational Effectiveness - The Foundations believe it is imperative for nonprofit organizations to build their capacity to become efficient high-impact, sustainable nonprofits to provide more effective health outcomes for the clients they serve over the long term. The Foundations recognize the challenges that many nonprofit health related organizations encounter in delivering needed programs that improve health and access to healthcare. The Foundations provide financial support to the Impact Institute training and education programs made available to nonprofit organizations. Since inception in 2005, more than 5,000 nonprofit executives and directors from over 450 nonprofits have trained in Impact Institute leadership and fundraising concepts. In 2014, the Impact Institute helped equip charity organizations to solve complex community challenges through our training and coaching. We were able to train over 100 organizations, particularly in fundraising. Many continued their professional development in the fundraising curriculum and a coaching program titled Funding Logic that was developed at Impact Institute to build a mastery of fundraising and leadership. A study of 34-nonprofit organizations that participated in fundraising training showed that their public support on Giving Hearts Day increased over a six year period from $840,394 in donations in 2009 to $2.3 million in donations in 2014. On average, coached nonprofits increased their Giving Hearts Day funds by 32% over last year, compared with 18% by those who did not participate in coaching. During 2014, the Foundations provided $100,000 in grants to Impact Foundation and incurred $101,021 in operating expenses to support this Initiative. DMF Training and Event Center: In March 2013 DMF opened its newly-constructed 18,800 square foot building to serve as a nonprofit community center to expand the sector's capability to educate and train area nonprofit organizations and to provide a venue for conferences, retreats, fundraisers and a gathering location for area nonprofit organizations and health leaders. The center provides a high-tech conference for engaging health leaders and other stakeholders; a teaching kitchen facility that provides a location to teach healthy food preparation, particularly to school and child care food service staff. The training room, board room, multiple conference rooms are made available to area nonprofit organizations for their conferences and meetings. Since opening, hundreds of organizations have utilized the facilities. GiveBack Initiative: The Foundations partnered with Impact Foundation to develop a GiveBack Initiative that focuses on developing strategies and programs to inspire and substantially increase the giving of time, talent and treasure by donors in North Dakota and western Minnesota. The Initiative created new ways of thinking and new approaches surrounding wealth transfer and volunteerism in North Dakota and Western Minnesota. The GiveBack website (www.impactgiveback.org) provides the capability for nonprofit organizations to accept online contributions from donors; share their stories; engage volunteers and record volunteer activities and coordinate event registrations. Significant efforts and commitments have been made by Impact Foundation to enhance the website in order to better connect donors with nonprofit organizations that fit the donor's charitable goals. The online giving website has processed over $12.7 million for its partner nonprofits since its 2007 implementation. In 2014, the Foundations provided $150,000 in grants to Impact Foundation to support this initiative. Wealth Transfer Initiative: The Foundations, partnering with Impact Foundation, have been a vocal force educating financial advisors and nonprofit organizations on the generational wealth transfer expected to occur between 2007 and 2061 in North Dakota. According to the U.S. Wealth Transfer: A Golden Era of Philanthropy report commissioned by Impact Foundation and completed by the Boston College Center for Philanthropy, an estimated $59 trillion will be transferred by 93.6 million estates in the U.S. and approximately 220,000 North Dakota households will transfer $308.6 billion to families, heirs, charities, estate taxes, and accelerated lifetime divesture of other assets from 2007 to 2061. The initiative's purpose is to provide valuable information to nonprofit organizations so that they can develop their fundraising to individuals, who provide eighty percent of the funding to U.S. nonprofits through private gifts. During 2014, the Foundations provided a grant totaling $75,000 to Impact Foundation to support this initiative. DMF Giving Hearts Day Initiative: The Foundations partnered with Impact Foundation to establish this Initiative to promote charitable giving in the region. The online giving environment improves the capacity of area nonprofit organizations to efficiently raise funds for their programs. The online giving website at www.impactgiveback.org is used to promote the annual DMF Giving Hearts Day each February and provides donors with an easy-to-use website to make online contributions to their favorite North Dakota and Minnesota charitable organizations. Since implementation in 2008, the Giving Hearts Day Initiative has generated contributions for community nonprofit organizations totaling over $15.7 million. The Foundations have provided over $2.2 million in matching fund grants and incentive grants for participating organizations since inception of this initiative. The Giving Hearts Day event held in February 2014 generated 24,407 donations for 235 charitable causes totaling over $6.9 million in a 24-hour period. During 2014, the Foundations provided $456,030 match grants and incentive awards to participating nonprofit organizations and incurred $67,908 in operating expenses to support this initiative. In a study of 34 organizations that have participated in the event continuously since 2009, cumulative Giving Hearts Day fundraising results have risen from $840,394 to $2.3 million, or greater than 10 percent each year. The Foundation received a total of $100,000 from two organizations to fund awards to nonprofits. Grant Writing Service: In 2005, the Foundations have supported grant writing assistance for health-related nonprofit organizations to generate additional financial resources for their programs. Since the formal addition of grant writing assistance, the Foundations, Impact Foundation and other regional nonprofit organizations have secured over $14.7 million in grant funding.
Form 990, Part III, Line 4c Volunteer Initiative: Foundations partnered with Impact Foundation in 2007 to implement a Volunteer Initiative designed to help nonprofit organizations more effectively recruit, train, manage and retain volunteers. The GiveBack website www.impactgiveback.org includes a Volunteer page that provides the capability for nonprofit organizations to list their volunteer opportunities and to track the volunteer's time spent. The Foundations partnered with FirstLink to connect volunteers with opportunities to serve. In 2014, the Foundations provided $15,000 in grants to FirstLink in support of their efforts to expand this initiative.
Form 990, Part VI, Section A, line 1 The Executive Committee will be comprised of the Chair, Vice Chair, Secretary, Treasurer, and the Chairs of: the Governance Committee, Finance/Investment Committee, Grants Committee, and one Board Member At-Large. The Immediate Past Chair shall also serve on the Executive Committee for a one-year, nonvoting term. The Board Member At-Large shall be elected by the Board at its organizational meeting. Four (4) members of the total committee membership shall be members of the medical staff of hospitals or clinics. The Executive Committee: A. Shall be responsible for the day-to-day activities of the Foundations. B. Shall review strategic and operational plans for recommendation to the Board. C. May review actions of the three (3) other Standing Committees: Governance, Finance/Investment, and Grants Committees, and give recommendations to the Board. D. Shall annually evaluate the performance of the President. E. Shall upon approval by the Board, set the President's compensation and terms of employment. F. Shall review and recommend to the Board the number and salary ranges of all staff of the Foundations. G. Shall review and may make expenditures up to and including fifty thousand dollars ($50,000) without Board approval unless otherwise specifically prohibited. H. Shall evaluate the proposals concerning unmet health needs in the communities that the Foundations serve, prioritize such needs, recommend appropriate grant budget, time frame, and desired key performance categories for each such need, and seek Board approval for initiatives designed to meet such needs.
Form 990, Part VI, Section A, line 2 J. Patrick Traynor has a business relationship with David Gibb, Michael Schumacher, Joel Haugen, M.D., Richard Vetter, M.D., Jon Wanzek, Curt Noyes, David Clutter, M.D., Jay Eisenbeis, Chris Kennelly, Larry Leitner, Deb Magnuson, BSN, RN, Fadel Nammour, M.D., Jane Skalsky, RN, Mike Warner, Susan Mathison, M.D., Nancy Slotten, Sindy Keller, Hope Yongsmith, Seth Novak, Amanda Thomas, Robert Bakkum and Jerry Skjonsby. J. Patrick Traynor is an employee of Dakota Medical Foundation where the Board members and officers of Dakota Medical Charities also serve as Board members and officers. David Clutter, M.D., Fadel Nammour, M.D., and Richard Vetter, M.D., all have a business relationship with Joel Haugen, M.D.
Form 990, Part VI, Section A, line 3 Mr. Traynor is appointed by the board as the named President of Dakota Medical Charities. Dakota Medical Foundation allocates 50% of its employment costs for Mr. Traynor, under a service contract agreement between Dakota Medical Foundation and Dakota Medical Charities. Mr. Traynor received total compensation including benefits of $324,199 for the fiscal year.
Form 990, Part VI, Section A, line 6 The sole member of the organization is Dakota Medical Foundation.
Form 990, Part VI, Section A, line 7a Dakota Medical Foundation elects the Dakota Medical Charities' Board of Directors annually.
Form 990, Part VI, Section A, line 7b The sole member, Dakota Medical Foundation, has the power and right, prior to the Board of Directors taking final action, to approve or reject or consent with on the following matters: -The adoption and implementation of annual operating and capital budgets -Capital expenditures in excess of any specific limit that may from time to time be established -The sale or transfer of assets other than in the ordinary course of business -Any amendment of the Articles of Incorporation or the Bylaws -Merger, reorganization, dissolution, or transfer of any substantial portion of the assets -The incurrence of debt -The compensation of officers -The adoption and modification of employee benefit plans
Form 990, Part VI, Section B, line 11 The Form 990 is provided to all Board Members prior to filing. The filed copy is reviewed by the Executive Committee.
Form 990, Part VI, Section B, line 12c Board Members and staff are annually required to review and declare conflicts. Annual results are provided to the President for action. Board Members abstain from voting on any issues that create a conflict of interest.
Form 990, Part VI, Section B, line 15b The President's performance and compensation are reviewed annually by a Compensation Committee of the Executive Committee of a related organization, Dakota Medical Foundation (DMF). The President's compensation changes are approved by the Board of DMF. The President's compensation was reviewed in September 2012 by HR Advisors, an independent human resource consulting firm engaged by the Board to establish a base compensation range. Changes to compensation in subsequent years are based on the established range, performance and CPI changes, and compared with the Council on Foundations' annual salary surveys. Other staff compensation ranges are reviewed by Dakota Medical Charities' Executive Committee and compared periodically with the Council on Foundations' salary survey.
Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.
Form 990, Part XII, Line 2c: There is no separate committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant. This function is performed by the Board of Directors.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Dakota Medical Charities
 
Employer identification number

45-0368679
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Dakota Medical Foundation

4141 28th Avenue S

Fargo,ND58104
45-6012318 		Contributions & assistance to other non-profit organizations ND 501(c)(3) Line 7 N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: