Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
BCheck if applicable:
CName of organization
NORTHLAND FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
202 WEST SUPERIOR STREET NO 610
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DULUTH, MN55802
D Employer identification number

41-1554455
E Telephone number

G Gross receipts $ 80,690,396
F Name and address of principal officer:
TONY SERTICH
202 WEST SUPERIOR STREET NO 610
DULUTH,MN55802
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NORTHLANDFDN.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: 1986
M State of legal domicile: MN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE NORTHLAND FOUNDATION INVESTS IN PEOPLE AND COMMUNITIES TO SUPPORT A THRIVING NORTHEAST MINNESOTA. WE SERVE THE SEVEN COUNTIES OF NORTHEASTERN MN (AITKIN, CARLTON, COOK, KOOCHICHING, ITASCA, LAKE, AND ST. LOUIS) THROUGH GRANTS TO NONPROFITS, LOANS TO BUSINESSES, THE KIDS PLUS PROGRAM, OUR ASSISTED LIVING FACILITIES IN NE MN, AND OTHER SPECIAL INITIATIVES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 16
6 Total number of volunteers (estimate if necessary) ............. 6 588
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 39 ......... 7b 4,790
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,547,664 2,944,595
9 Program service revenue (Part VIII, line 2g) ......... 2,693,589 2,683,247
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 118,493 11,150,334
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 215,719
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,359,746 16,993,895
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,433,002 3,098,785
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) 2,977,925 3,058,289
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 27,000 36,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet209,557    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,698,292 3,375,209
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,136,219 9,568,283
19 Revenue less expenses. Subtract line 18 from line 12....... -1,776,473 7,425,612
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 86,837,599 87,351,872
21 Total liabilities (Part X, line 26)............. 13,288,529 12,144,518
22 Net assets or fund balances. Subtract line 21 from line 20..... 73,549,070 75,207,354
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 (2019)
Form 990 (2019)
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: THE NORTHLAND FOUNDATION INVESTS IN PEOPLE AND COMMUNITIES TO SUPPORT A THRIVING NORTHEAST MINNESOTA. WE DO THIS THROUGH GRANTS TO NONPROFITS, LOANS TO BUSINESSES, THE KIDS PLUS PROGRAM, OUR ASSISTED LIVING FACILITIES IN NE MN, AND OTHER SPECIAL INITIATIVES.
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 $ 2,148,490 including grants of $   ) (Revenue $ 2,036,900 )
WITH THE SUPPORT OF ITS BOARD OF TRUSTEES, THE NORTHLAND FOUNDATION LAUNCHED NORTHLAND ASSISTED LIVING IN 2006. A 20-UNIT RESIDENTIAL STYLE COMMUNITY FOR OLDER ADULTS, "NORTHLAND VILLAGE - MCGREGOR'S ASSISTED LIVING COMMUNITY", OPENED IN APRIL 2007 FOLLOWED BY BUHL, MN IN 2009 AND HOYT LAKES, MN IN 2011. THESE DEVELOPMENTS HAVE PROVIDED MUCH-NEEDED SENIOR HOUSING WITH SERVICES TO OLDER ADULTS IN UNDERSERVED AREAS AND CREATED QUALITY EMPLOYMENT OPPORTUNITIES. NORTHLAND DOES NOT DISCRIMINATE BETWEEN PRIVATE PAY RESIDENTS AND THOSE WHO NEED FINANCIAL ASSISTANCE. IN FISCAL YEAR 2018, NORTHLAND ASSISTED LIVING SERVED 69 RESIDENTS, RESULTING IN 19,649 RESIDENT DAYS, AND EMPLOYED 121 PEOPLE.
4b (Code:   ) (Expenses $ 3,671,598 including grants of $ 3,074,755 ) (Revenue $   )
THE GRANT PROGRAM PROVIDES FINANCIAL AND TECHNICAL RESOURCES TO TAX-EXEMPT NONPROFITS AND PUBLIC ENTITIES INCLUDING SCHOOL DISTRICTS LOCATED IN AITKIN, CARLTON, COOK, ITASCA, KOOCHICHING, LAKE AND ST LOUIS COUNTIES WITHIN TWO PRIORITY AREAS: 1) CHILDREN, YOUTH AND FAMILIES; AND 2) OPPORTUNITIES FOR SELF-RELIANCE ACROSS GENERATIONS. THESE FUNDING PRIORITIES ARE ESTABLISHED AS A RESULT OF NEEDS ASSESSMENTS AND BROAD PUBLIC INPUT, AND ARE CONTINUALLY REFINED AS ECONOMIC AND SOCIAL CONDITIONS CHANGE WITHIN THE REGION. GRANT FUNDING FROM THE NORTHLAND FOUNDATION HAS ASSISTED INDIVIDUALS, FAMILIES, AND COMMUNITIES THROUGHOUT THE REGION TO GROW AND PROSPER. IN FISCAL YEAR 2018, NORTHLAND AWARDED 223 GRANTS TOTALING $2,156,031 AND 337 EARLY LEARNING SCHOLARSHIPS TOTALING $918,724.
4c (Code:   ) (Expenses $ 848,287 including grants of $ 24,030 ) (Revenue $ 646,347 )
SINCE 1988, THE NORTHLAND FOUNDATION'S BUSINESS FINANCE PROGRAM HAS OFFERED FLEXIBLE FINANCING OFTEN IN PARTNERSHIP WITH BANKS OR OTHER DEVELOPMENT LENDERS TO HELP BUSINESSES TO START UP OR EXPAND IN THE NORTHEASTERN MINNESOTA COUNTIES OF AITKIN, CARLTON, COOK, ITASCA, KOOCHICHING, LAKE, AND ST LOUIS. THE PROGRAM'S GOAL IS TO PROMOTE A SUSTAINABLE REGIONAL ECONOMY AND ASSIST BORROWERS TO RETAIN OR CREATE NEW, HIGH-QUALITY JOBS - A CRITICAL COMPONENT OF RURAL COMMUNITY VITALITY IN A REGION THAT STRUGGLES WITH HIGHER THAN AVERAGE UNEMPLOYMENT RATES. RECIPIENTS MAY BE FOR-PROFIT OR NONPROFIT ENTITIES. IN FISCAL YEAR 2018, NORTHLAND APPROVED 20 LOANS TOTALING $2,053,979 WHICH IN TURN HELPED LEVERAGE $16 MILLION IN ADDITIONAL INVESTMENTS AND HELPED CREATE OR SAVE 281 JOBS. IN FISCAL YEAR 2018, NORTHLAND AWARDED 11 BUSINESS RELATED GRANTS TOTALING $24,030.
(Code:   ) (Expenses $ 849,726 including grants of $   ) (Revenue $   )
LAUNCHED BY THE NORTHLAND FOUNDATION IN 1990, THE GOAL OF THE KIDS PLUS PROGRAM IS TO IMPROVE THE WELL-BEING OF CHILDREN AND YOUTH IN NORTHEASTERN MINNESOTA. KIDS PLUS IS A FAMILY OF INITIATIVES DESIGNED TO SUPPORT CHILDREN FROM BIRTH TO ADULTHOOD. KIDS PLUS AREAS OF FOCUS INCLUDE: 1) TECHNICAL ASSISTANCE AND COMMUNITY PLANNING IN 57 SITES; 2) EARLY CARE AND EDUCATION INCLUDING COALITION DEVELOPMENT IN 11 SITES, AN INFANT AND EARLY CHILDHOOD MENTAL HEALTH INITIATIVE, AND PROGRAMMING TO HELP INCREASE ACCESS TO HIGH QUALITY CHILD CARE; 3) YOUTH LEADERSHIP AND PHILANTHROPY ENGAGING YOUTH AND ADULT MENTORS IN TRAINING AND IMPLEMENTATION OF YOUTH-LED SERVICE PROJECTS; 4) INTERGENERATIONAL PROGRAMMING IN 18 SITES INCLUDING THREE INDIAN RESERVATIONS SERVING 9,450 PEOPLE OF ALL AGES ANNUALLY; AND 5) TRAINING AND CONFERENCING PROVIDING 64 EDUCATION SESSIONS ON AN ARRAY OF CHILD AND YOUTH DEVELOPMENT TOPICS SERVING 2,178 PEOPLE ANNUALLY.
4d Other program services (Describe in Schedule O.)
(Expenses $ 849,726 including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet7,518,101
Form 990 (2019)
Form 990 (2019)
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)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
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 IIIClick 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 V......
10
 
 
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
 
No
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
 
No
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 XIIClick 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) ....Click to see attachment
17
Yes
 
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............ Click to see attachment
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...................Click to see attachment
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... 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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
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
Yes
 
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
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
 
No
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
 
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
42
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
16
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
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
12
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
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
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
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
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
Yes
 
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
MN , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletHEATHER BROUSE202 WEST SUPERIOR STREET 610   DULUTH,MN55802 (218) 723-4040
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(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) CINDY ANDERSON BINA......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(2) LISA BODINE......................................................................
TRUSTEE - TERMED AUGUST 2017
 0.30
.................
  		X           0 0 0
(3) STEVE DOWNING......................................................................
CHAIR
 1.00
.................
  		X   X       0 0 0
(4) LYNN GOERDT......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(5) VICTORIA HAGBERG......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(6) JASON HOLLINDAY......................................................................
SECRETARY
 1.00
.................
  		X   X       0 0 0
(7) TRENT JANEZICH......................................................................
1ST VICE CHAIR
 1.00
.................
  		X   X       0 0 0
(8) LISA KRUSE......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(9) NEVADA LITTLEWOLF......................................................................
2ND VICE CHAIR
 1.00
.................
  		X   X       0 0 0
(10) PETER MCDERMOTT......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(11) ANGIE MILLER......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(12) SHAYE MORIS......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(13) DIANE RAUSCHENFELS......................................................................
PAST CHAIR - TERMED AUGUST 2017
 0.30
.................
  		X   X       0 0 0
(14) TOM RIDER......................................................................
TREASURER
 1.00
.................
  		X   X       0 0 0
(15) ANTHONY SERTICH......................................................................
PRESIDENT
 55.00
.................
1.00 		    X       163,903 0 30,303
(16) LYNN HAGLIN......................................................................
VICE PRESIDENT
 50.00
.................
  		    X       154,041 0 39,153
(17) HEATHER BROUSE......................................................................
CHIEF FINANCIAL OFFICER
 40.00
.................
  		    X       113,306 0 25,748
Form 990 (2019)
Form 990 (2019)
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;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 431,250 0 95,204
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3
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
AVINITY MANAGEMENT COMPANY

7645 LYNDALE AVE S 110
RICHFIELD,MN55423 		NORTHLAND ASSISED LIVING MANAGEMENT FEES 136,179
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 1,044,434
f All other contributions, gifts, grants, and similar amounts not included above1f 1,900,161
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 2,944,595
Program Service RevenueAmt Business Code
2a ASSISTED LIVING INITIATIVE 623000 2,036,900 2,036,900    
b LOAN PROGRAM INTEREST INCOME 525990 646,347 646,347    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 2,683,247
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,825,129     1,825,129
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   73,021,706 7a
b Less: cost or other basis and sales expenses   63,696,501 7b
c Gain or (loss)   9,325,205 7c
d Net gain or (loss).........MediumBullet 9,325,205     9,325,205
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a PROVISION OF LOAN LOSSES 900099 203,810     203,810
b RECOVERIES OF LOAN LOSSES 900099 11,909     11,909
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 215,719
12 Total revenue. See instructions.....MediumBullet 16,993,895 2,683,247 0 11,366,053
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 2,180,061 2,180,061
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 918,724 918,724
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 532,463 414,468 77,496 40,499
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........ 1,825,880 1,648,259 100,797 76,824
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 52,762 42,219 5,849 4,694
9 Other employee benefits ....... 410,410 320,887 74,481 15,042
10 Payroll taxes ........... 236,774 204,929 23,869 7,976
11 Fees for services (non-employees):        
a Management ...... 136,179   136,179  
b Legal ......... 4,548 4,129 419  
c Accounting ........... 60,283 13,997 46,286  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 36,000 36,000
f Investment management fees ...... 633,231   633,231  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 302,644 281,941 20,369 334
12 Advertising and promotion .... 94,976 19,969 59,511 15,496
13 Office expenses ....... 596,211 535,879 58,307 2,025
14 Information technology ...... 56,209 1,260 54,949  
15 Royalties ..        
16 Occupancy ........... 98,914   98,914  
17 Travel ............ 120,969 60,785 57,307 2,877
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 220,614 204,288 11,122 5,204
20 Interest ........... 159,311 159,231 80  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 279,339 204,478 74,650 211
23 Insurance ... 44,178 500 43,678  
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 BAD DEBT EXPENSE 144,128   144,128  
b FOOD 91,878 91,878    
c MISCELLANEOUS 69,211 20,252 48,959  
d UTILITIES 67,625 67,625    
e All other expenses 194,761 122,342 70,044 2,375
25 Total functional expenses. Add lines 1 through 24e 9,568,283 7,518,101 1,840,625 209,557
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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,305,468 1 1,196,140
2 Savings and temporary cash investments ......... 5,823,184 2 7,702,623
3 Pledges and grants receivable, net ...... 2,113,405 3 1,070,036
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 10,519,501 7 9,559,566
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 28,116 9 32,979
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,141,541
b Less: accumulated depreciation 10b 2,916,820 4,491,326 10c 4,224,721
11 Investments—publicly traded securities . 62,128,570 11 63,363,051
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 428,029 15 202,756
16 Total assets. Add lines 1 through 15 (must equal line 33)... 86,837,599 16 87,351,872
Liabilities 17 Accounts payable and accrued expenses ..... 4,212,979 17 1,901,588
18 Grants payable ... 393,832 18 677,524
19 Deferred revenue ......... 328,147 19 885,356
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 8,353,571 23 8,680,050
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   25  
26 Total liabilities. Add lines 17 through 25.. 13,288,529 26 12,144,518
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 73,549,070 32 75,207,354
33 Total liabilities and net assets/fund balances ........ 86,837,599 33 87,351,872
Form 990 (2019)
Form 990 (2019)
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
16,993,895
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,568,283
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,425,612
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
73,549,070
5
Net unrealized gains (losses) on investments ...............
5
-5,767,328
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 32, column (B))
10
75,207,354
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
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 2,812,933 3,389,776 4,745,539 2,547,664 2,944,595 16,440,507
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 2,812,933 3,389,776 4,745,539 2,547,664 2,944,595 16,440,507
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).. 9,390,934
6 Public support. Subtract line 5 from line 4. 7,049,573
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 2,812,933 3,389,776 4,745,539 2,547,664 2,944,595 16,440,507
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,594,630 1,575,542 1,655,477 1,459,433 1,825,129 8,110,211
9 Net income from unrelated business activities, whether or not the business is regularly carried on..   19,123       19,123
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 34,000       215,719 249,719
11 Total support. Add lines 7 through 10 24,819,560
12
12
12,257,196
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
28.400 %
15
15
26.450 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
THE NORTHLAND FOUNDATION IS A PUBLICLY-SUPPORTED ORGANIZATION THAT HAS AN ONGOING PROGRAM FOR RAISING FUNDING TO SUPPORT ITS PRIORITY AREAS AND INITIATIVES. EACH YEAR, FUNDS ARE REQUESTED AND RECEIVED FROM INDIVIDUALS, BUSINESSES, CIVIC ORGANIZATIONS, GOVERNMENTAL ENTITIES, FOUNDATIONS, AND OTHER PUBLIC CHARITIES.THE NORTHLAND FOUNDATION IS GOVERNED BY A BOARD OF TRUSTEES REPRESENTING A BROAD CROSS-SECTION OF GEOGRAPHY, INTEREST, AND KNOWLEDGE OF THE PEOPLE AND COMMUNITIES OF NORTHEASTERN MINNESOTA. THROUGH THE GRANT PROGRAM, BUSINESS FINANCE PROGRAM, KIDS PLUS PROGRAM, NORTHLAND ASSISTED LIVING, AND OTHER SPECIAL INITIATIVES, THE NORTHLAND FOUNDATION PROVIDES AN ARRAY OF SERVICES AVAILABLE FOR THE GENERAL PUBLIC. THESE SERVICES INCLUDE GRANTS, BUSINESS LOANS, COMMUNITY-BASED PROGRAMMING, TRAINING, AND ASSISTED LIVING HOUSING FOR THE ELDERLY.THE NORTHLAND FOUNDATION HAS A TEAM OF STAFF MEMBERS WORKING ON FUND DEVELOPMENT EFFORTS INCLUDING THE PRESIDENT, VICE PRESIDENT/KIDS PLUS DIRECTOR, DIRECTOR OF BUSINESS FINANCE AND DIRECTOR OF SPECIAL PROJECTS. ADDITIONAL SUPPORT IS PROVIDED BY THE DIRECTOR OF COMMUNICATIONS, TWO PROGRAM ASSOCIATES, AND AN ADMINISTRATIVE ASSISTANT. EACH STAFF MEMBER SERVES IN A VARIETY OF ROLES FROM RELATIONSHIP-BUILDING, SCANNING FOR NEW FUNDING OPPORTUNITIES, DEVELOPING NEW PROGRAM CONCEPTS, MEETING WITH PROSPECTIVE FUNDERS AND FUNDING PARTNERS, PARTICIPATING IN SITE VISITS WITH PROSPECTIVE FUNDERS. THE DIRECTOR OF SPECIAL PROJECTS SERVES IN THE CAPACITY OF A FULL-TIME GRANT-WRITER. DURING FY 2017-18, 20 GRANT PROPOSALS, 48 REQUESTS TO INDIVIDUALS, AND 60 CORPORATE REQUESTS WERE SUBMITTED, RESULTING IN FUNDING AWARDS FROM A BROAD ARRAY OF SOURCES INCLUDING FOUNDATIONS, CORPORATE GIVING PROGRAMS, STATE GOVERNMENT, BUSINESSES, SERVICES ORGANIZATIONS, AND INDIVIDUALS. THE NORTHLAND FOUNDATION CONSTANTLY SEEKS WAYS TO DIVERSIFY ITS FUND DEVELOPMENT EFFORTS INCLUDING INDIVIDUAL GIVING, MAJOR GIFTS, AND PLANNED GIVING.THE NORTHLAND FOUNDATION IS NOT A MEMBERSHIP ORGANIZATION THAT SOLICITS DUES.
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2013 AMOUNT: $ 34,000. RECOVERIES OF LOAN LOSSES - 2017 AMOUNT: $ 11,909. PROVISION OF LOAN LOSSES - 2017 AMOUNT: $ 203,810.
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
NORTHLAND FOUNDATION
  		Employer identification number
41-1554455
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
NORTHLAND FOUNDATION
  		Employer identification number

41-1554455
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
NORTHLAND FOUNDATION
  		Employer identification number

41-1554455
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

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," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 62,444,273 55,698,576 60,148,388 62,346,271 53,779,082
b Contributions ... 8,307 12,661 11,930 21,103  
c Net investment earnings, gains, and losses 4,734,032 7,791,827 -2,260,951 375,024 9,794,644
d Grants or scholarships ... 500   249,725 278,146  
e Other expenditures for facilities
and programs ... 		2,763,371 1,058,791 1,037,890 977,227 1,227,455
f Administrative expenses .... 852,440   913,176 1,338,637  
g End of year balance ...... 63,570,301 62,444,273 55,698,576 60,148,388 62,346,271
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on 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" on 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" on 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 .....   317,602 317,602
b Buildings ....   4,931,398 1,635,036 3,296,362
c Leasehold improvements   35,913 35,913 0
d Equipment ....   1,037,396 947,323 90,073
e Other .....   819,232 298,548 520,684
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 4,224,721
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 10,377,617
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -5,767,328
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -5,767,328
3 Subtract line 2e from line 1.................. 3 16,144,945
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 633,231
b Other (Describe in Part XIII.) ........... 4b 215,719
c Add lines 4a and 4b.................... 4c 848,950
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 16,993,895
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 8,719,333
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 -215,719
e Add lines 2a through 2d.................... 2e -215,719
3 Subtract line 2e from line 1................... 3 8,935,052
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 633,231
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 633,231
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 9,568,283
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: THE PURPOSE OF THE ENDOWMENT IS TO CONTINUE TO GROW OUR CAPACITY FOR FUTURE GENERATIONS AND ENSURE THE STABILITY OF THE NORTHLAND FOUNDATION TO MEET OUR MISSION AS IT RELATES TO THE NEEDS OF THE REGION.
PART X, LINE 2: NORTHLAND FOUNDATION AND SUBSIDIARIES HAVE BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND A SIMILAR SECTION OF THE STATE CODE. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE GUIDANCE. MANAGEMENT BELIEVES THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2015.
PART XI, LINE 4B - OTHER ADJUSTMENTS: RECOVERIES OF LOAN LOSSES 11,909. PROVISION OF LOAN LOSSES 203,810.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RECOVERIES OF LOAN LOSSES -11,909. PROVISION OF LOAN LOSSES -203,810.
Schedule D (Form 990) 2019


Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
FUND CONSULTING INC
1165 N CLARK ST STE 300
 
CHICAGO, IL60610 		ASSISTANCE WITH GRANT WRITING   No 0 36,000 -36,000
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   36,000 -36,000
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
MN
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number
41-1554455
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) VOLUNTEER SERVICES OF CARLTON COUNTY INC
199 CHESTNUT AVENUE PO BOX 450
CARLTON,MN55718 		41-1598604 501(C)(3) 74,345       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO EXPAND THE DAYBREAK CAREGIVER SUPPORT PROGRAM TO INCLUDE A TECHNOLOGY PLATFORM THAT WILL HELP CAREGIVERS COMMUNICATE MORE EASILY WITH THEIR LOVED ONES.
(2) ELDERCIRCLE
400 RIVER RD SUITE 1
GRAND RAPIDS,MN55744 		41-1994691 501(C)(3) 73,000       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO SUPPORT PROGRAMMING TO HELP FAMILY CAREGIVERS, PROFESSIONAL CAREGIVERS, AND THE COMMUNITY AS A WHOLE UNDERSTAND DEMENTIA AND ITS IMPACT ON INDIVIDUAL SENSORY EXPERIENCE AND QUALITY OF LIFE.
(3) LUTHERAN SOCIAL SERVICE OF MINNESOTA
424 WEST SUPERIOR STREET STE 105
DULUTH,MN55802 		41-0872993 501(C)(3) 70,430       TO SUPPORT STREET OUTREACH PROGRAMMING FOR YOUTH WHO ARE AT-RISK OR EXPERIENCING HOMELESSNESS. TO DEVELOP NEW RESPITE SERVICES FOR OLDER ADULTS AND THEIR CAREGIVERS IN COOK, KOOCHICHING, LAKE, AND ST. LOUIS COUNTIES, WITH AN EMPHASIS ON THE UNDERSERVED COMMUNITIES OF VIRGINIA AND NORTHOME. TO PROVIDE ACCESS FOR HOMELESS YOUTH TO SEEK AND FILL OUT JOB APPLICATIONS AS WELL AS SEARCH FOR PERMANENT HOUSING.
(4) COMMUNITY PARTNERS - TWO HARBORS BLOCK NURSE PROGRAM
417 SOUTH AVENUE
TWO HARBORS,MN556160327 		41-1963127 501(C)(3) 70,386       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO SUPPORT THE PILOT OF MEMORY CAFES IN LAKE COUNTY. TO LAUNCH AN INTERGENERATION, COMPREHENSIVE, COMMUNITY-BASED SERVICE DELIVERY PROGRAM AIMED AT PROVIDING RESOURCES AND SUPPORTS TO OLDER ADULTS TO ASSIST THEM IN AGING IN THE COMMUNITY.
(5) MCGREGOR KIDS PLUSSOMETHING COOL INC
PO BOX 99 - 94 NORTH MADDY STREET
MCGREGOR,MN55760 		41-1941630 501(C)(3) 66,500       TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE. TO EXPAND AN INTERGENERATIONAL CHORE SERVICE THAT HELPS OLDER ADULTS LIVE INDEPENDENTLY AND GIVES WORKFORCE SKILLS TO YOUTH IN THE MCGREGOR AREA. TO ENGAGE OLDER ADULTS IN HELPING BOOST ACADEMIC ACHIEVEMENT. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(6) WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY
2002 W SUPERIOR ST SUITE 9
DULUTH,MN55806 		41-1631246 501(C)(3) 62,000       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO ENHANCE THE CREATION OF AFFORDABLE HOUSING AND OPERATIONS OF A SOCIAL ENTERPRISE. TO LAUNCH A NEW PROGRAM TO PROVIDE HOME MODIFICATIONS TO HELP OLDER ADULTS AGE IN PLACE IN DULUTH, CLOQUET AND TWO HARBORS.
(7) ARROWHEAD ECONOMIC OPPORTUNITY AGENCY
702 3RD AVENUE SOUTH
VIRGINIA,MN55792 		41-6052144 501(C)(3) 54,814       TO EXPAND THE BONE BUILDERS EXERCISE PROGRAM FOR OLDER ADULTS TO LAKE AND COOK COUNTIES. TO SUPPORT A MOBILE FOOD PANTRY TO BETTER SERVE ISOLATED AREAS. TO ADDRESS TRANSPORTATION NEEDS IN RURAL AREAS. TO SUPPORT EFFORTS TO REDUCE SOCIAL ISOLATION OF OLDER ADULTS IN ST. LOUIS, LAKE AND COOK COUNTIES. TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO SUPPORT A COMMUNITY CONNECT EVENT PROVIDING ACCESS TO RESOURCES FOR PEOPLE WITH LOW-INCOMES.
(8) PROCTOR PUBLIC SCHOOLS - ISD #704
131 9TH AVENUE
PROCTOR,MN55810 		41-6003748 GOVERNMENTAL 51,500       TO SUPPORT AN INTERGENERATIONAL GARDENING PROGRAM IN PROCTOR. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018TO ENGAGE OLDER ADULTS IN HELPING BOOST ACADEMIC ACHIEVEMENT. TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE. AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM.
(9) AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION
202 WEST SECOND STREET
DULUTH,MN55802 		41-1782394 501(C)(3) 50,000       TO SUPPORT CULTURALLY ROOTED PROGRAMMING FOR AMERICAN INDIAN YOUTH. TO SUPPORT THE CREATION OF A REVOLVING LOAN FUND TO SUPPORT AMERICAN INDIAN ARTISTS.
(10) CHURCHES UNITED IN MINISTRY
102 WEST 2ND STREET
DULUTH,MN55802 		41-1227969 501(C)(3) 50,000       TO SUPPORT YOUTH AND FAMILY PROGRAMMING AT THE STEVE O'NEIL APARTMENTS.
(11) NORTH SHORE AREA PARTNERS
99 EDISON BLVD
SILVER BAY,MN55614 		20-1156990 501(C)(3) 45,500       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018 TO SUPPORT NEW EFFORTS TO PROVIDE CHORE AND OTHER SERVICES TO OLDER ADULTS IN THE SILVER BAY AREA. TO SUPPORT COLLABORATIVE EFFORTS FOR ORGANIZATIONS SERVING OLDER ADULTS ON THE NORTH SHORE.
(12) ONE ROOF COMMUNITY HOUSING
12 EAST 4TH STREET
DULUTH,MN55805 		41-1678328 501(C)(3) 42,500       TO SUPPORT THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING IN ST. LOUIS, CARLTON AND COOK COUNTIES.
(13) AITKIN COUNTY CARE INC
PO BOX 212 - 20 3RD STREET NE
AITKIN,MN56431 		80-0620414 501(C)(3) 40,000       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO PILOT THE USE OF TECHNOLOGY TO CONNECT CAREGIVERS IN RURAL COMMUNITIES. TO LAUNCH A PROGRAM TO PROVIDE OLDER ADULTS WITH FRESH FOODS IN AITKIN COUNTY.
(14) BOIS FORTE BAND OF CHIPPEWA
5344 LAKESHORE DRIVE
NETT LAKE,MN55772 		41-0954784 GOVERNMENTAL 40,000       TO SUPPORT ENRICHMENT PROGRAMMING FOR BOIS FORTE YOUTH WITH AN EMPHASIS ON OUTDOOR RECREATION.
(15) KOOCHICHING AGING OPTIONS
1000 FIFTH STREET SUITE 210
INTERNATIONAL FALLS,MN56649 		26-4636084 501(C)(3) 33,000       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. GENERAL OPERATING SUPPORT TO PROVIDE SERVICES TO OLDER ADULTS IN KOOCHICHING COUNTY.
(16) COMMUNITY ACTION DULUTH
2424 WEST 5TH STREET SUITE 102
DULUTH,MN55806 		41-1410670 501(C)(3) 31,000       GENERAL OPERATING SUPPORT FOR A HOST OF ANTI-POVERTY PROGRAMS.
(17) CLOQUET PUBLIC SCHOOLS - ISD #094
302 14TH STREET
CLOQUET,MN55720 		41-6000450 GOVERNMENTAL 30,300       TO SUPPORT AFTER-SCHOOL PROGRAMMING AT THE CLOQUET MIDDLE SCHOOL.TO SUPPORT EFFORTS TO CREATE A POSITIVE AND SUPPORTIVE CLIMATE AT THE NEW CLOQUET MIDDLE SCHOOL. TO CREATE A SCHOOL GARDEN THAT WILL PROVIDE STUDENTS WITH FRESH FRUIT AND VEGETABLES AND A HANDS-ON EXPERIENCE OF GROWING AND HARVESTING FOOD. AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM. TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(18) DULUTH LIGHTHOUSE FOR THE BLIND INC
4505 W SUPERIOR ST
DULUTH,MN558072728 		41-0706140 501(C)(3) 30,000       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO INCREASE ACCESS OF TECHNOLOGY AND TOOLS TO ASSIST OLDER ADULTS WITH VISION LOSS.
(19) FLOODWOOD SERVICES AND TRAINING INC
PO BOX 347 601 ASH STREET
FLOODWOOD,MN55736 		41-1296075 501(C)(3) 30,000       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO SUPPORT EFFORTS TO INCREASE COMMUNITY UNDERSTANDING OF DEMENTIA AND RESOURCES AVAILABLE.
(20) KAIROS ALIVE
4316 UPTON AV S
MINNEAPOLIS,MN55410 		81-0551482 501(C)(3) 30,000       TO ENGAGE OLDER ADULTS IN INTERGENERATIONAL ARTS AND HEALTH PROGRAMMING IN TWO HARBORS.
(21) LEGAL AID SERVICE OF NORTHEASTERN MINNESOTA
424 WEST SUPERIOR STREET 302 ORDEAN
BLDG
DULUTH,MN55802 		41-0958386 501(C)(3) 29,182       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. TO IMPROVE SERVICES AT ELDER LAW LEGAL CLINICS IN RURAL COMMUNITIES.
(22) LAKE SUPERIOR SCHOOL DISTRICT - ISD #381
1640 HIGHWAY 2
TWO HARBORS,MN55616 		41-6001896 GOVERNMENTAL 26,500       RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018TO ENGAGE OLDER ADULTS IN HELPING BOOST ACADEMIC ACHIEVEMENT. AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM. TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE.
(23) MOOSE LAKE SCHOOLS - ISD #097
413 BIRCH AVENUE PO BOX 489
MOOSE LAKE,MN55767 		41-6000446 GOVERNMENTAL 26,500       AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM. TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE. TO ENGAGE OLDER ADULTS IN HELPING BOOST ACADEMIC ACHIEVEMENT. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(24) MCGREGOR SCHOOLS - ISD #004
148 SOUTH SECOND STREET PO BOX 160
MCGREGOR,MN55760 		41-6007875 GOVERNMENTAL 26,000       TO SUPPORT OUT OF SCHOOL TIME ENRICHMENT PROGRAMMING FOR MCGREGOR STUDENTS. TO CREATE A KINDNESS MOVEMENT THAT SPREADS THE WORD THOUGH SCREEN PRINTING AND OTHER AWARENESS IDEAS CREATED BY KIDS.
(25) HIBBING PUBLIC SCHOOLS - ISD #701
800 EAST 21ST STREET
HIBBING,MN55746 		41-6003763 GOVERNMENTAL 25,500       TO SUPPORT LARGE MUSCLE DEVELOPMENT PROGRAMMING FOR YOUNG CHILDREN. AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM. TO PROVIDE SUMMER ACADEMIC ENRICHMENT PROGRAMMING FOR AT-RISK YOUTH.
(26) AGE WELL ARROWHEAD INC
306 W SUPERIOR ST SUITE 10
DULUTH,MN55802 		46-5092311 501(C)(3) 25,000       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(27) CARE PARTNERS OF COOK COUNTY
PO BOX 282
GRAND MARAIS,MN55604 		47-3747964 501(C)(3) 25,000       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(28) LIFE HOUSE INC
102 WEST 1ST STREET
DULUTH,MN55802 		41-1704840 501(C)(3) 25,000       TO SUPPORT PROGRAMMING THAT HELPS HIGH-BARRIER HOMELESS AND STREET YOUTH TO BECOME MORE SELF-SUFFICIENT.
(29) MINNESOTA CITIZENS FEDERATION NORTHEAST
2110 WEST FIRST STREET 102
DULUTH,MN55806 		41-1253514 501(C)(3) 25,000       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(30) NORTHERN ITASCA HOSPITAL DISTRICT
258 PINE TREE DRIVE
BIGFORK,MN56628 		41-1242647 501(C)(3) 25,000       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(31) AITKIN PUBLIC SCHOOLS - ISD #001
225 2ND AVENUE SW
AITKIN,MN56431 		41-6000001 GOVERNMENTAL 24,500       RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018 TO SUPPORT OUT-OF-SCHOOL TIME ENRICHMENT PROGRAMMING FOR STUDENTS IN THE AITKIN SCHOOL DISTRICT. TO ENGAGE OLDER ADULTS IN HELPING BOOST ACADEMIC ACHIEVEMENT.
(32) NASHWAUK-KEEWATIN SCHOOLS - ISD #319
400 SECOND STREET
NASHWAUK,MN55769 		41-6001598 GOVERNMENTAL 22,600       TO SUPPORT A SUMMER MEAL PROGRAM FOR AREA CHILDREN. TO SUPPORT THE CREATION OF AN OUT-OF-SCHOOL TIME PROGRAM IN THE NASHWAUK-KEEWATIN SCHOOL DISTRICT.
(33) DULUTH AREA FAMILY YMCA
302 WEST 1ST STREET
DULUTH,MN55802 		41-0693931 501(C)(3) 21,000       TO SUPPORT EFFORTS TO CREATE MORE NATURE-BASED RECREATION EXPERIENCES FOR YOUTH IN THE DULUTH AREA. TO SUPPORT YOUNG LEADERS TO BE ACTIVE CITIZENS THROUGH THE PROCESS OF LEARNING ABOUT LOCAL POLITICS AND GOVERNMENT WITH THEIR PEERS.
(34) CHISHOLM KIDS PLUS
301 4TH ST SW
CHISHOLM,MN55719 		20-1241174 501(C)(3) 20,500       TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(35) FOND DU LAC BAND OF LAKE SUPERIOR CHIPPEWA
1720 BIG LAKE ROAD
CLOQUET,MN55720 		41-0965719 GOVERNMENTAL 20,500       TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE. RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(36) CENTER CITY HOUSING CORPORATION
105 1/2 WEST FIRST STREET
DULUTH,MN55802 		36-3485584 501(C)(3) 20,000       TO SUPPORT ENRICHMENT PROGRAMMING FOR HOMELESS CHILDREN.
(37) GRAND RAPIDS AREA LIBRARY
140 NE 2ND STREET
GRAND RAPIDS,MN55744 		41-6005201 GOVERNMENTAL 20,000       TO OFFER A SERIES OF DISCUSSION GROUPS FOR OLDER ADULTS AIMED AT INCREASING COMMUNITY ENGAGEMENT AND PERSONAL VITALITY.
(38) HIBBING KINSHIP MENTORING PROGRAM
PO BOX 176
SIDE LAKE,MN55781 		41-2006723 501(C)(3) 20,000       TO SUPPORT STRONG SOCIAL EMOTIONAL DEVELOPMENT THROUGH MENTORING FOR HIBBING AREA YOUTH.
(39) LOCAL INITIATIVES SUPPORT CORPORATION
202 WEST SUPERIOR STREET SUITE 301
DULUTH,MN55802 		13-3030229 501(C)(3) 20,000       GENERAL OPERATING SUPPORT FOR ECONOMIC AND COMMUNITY DEVELOPMENT EFFORTS IN DULUTH.
(40) MEN AS PEACEMAKERS
123 W SUPERIOR STREET 301
DULUTH,MN55802 		41-1841689 501(C)(3) 20,000       IN SUPPORT OF HIRING A DIRECTOR OF FINANCE TO INCREASE THE FINANCIAL MANAGEMENT CAPACITY OF THE ORGANIZATION.
(41) NORTH HOUSE FOLK SCHOOL
500 W HIGHWAY 61 - PO BOX 759
GRAND MARAIS,MN55604 		41-1878887 501(C)(3) 20,000       TO PROVIDE INCREASED STAFF CAPACITY TO SUPPORT ORGANIZATIONAL EXPANSION.
(42) NORTH ST LOUIS COUNTY HABITAT FOR HUMANITY
PO BOX 24
VIRGINIA,MN55792 		41-1791050 501(C)(3) 20,000       TO INCREASE SUPPORTIVE SERVICES TO HABITAT PARTNER FAMILIES.
(43) PROJECT CARE FREE CLINIC
3112 6TH AVENUE EAST
HIBBING,MN55746 		27-3176137 501(C)(3) 20,000       TO SUPPORT HEALTH CARE SERVICES FOR THE UNINSURED IN HIBBING, VIRGINIA AND GRAND RAPIDS.
(44) THE HILLS YOUTH AND FAMILY SERVICES
4321 ALLENDALE AVENUE
DULUTH,MN55803 		41-0693848 501(C)(3) 20,000       TO SUPPORT OUT-OF-SCHOOL TIME ENRICHMENT PROGRAMMING FOR YOUTH IN DULUTH'S CENTRAL HILLSIDE NEIGHBORHOOD.
(45) UNITED WAY OF NORTHEASTERN MINNESOTA
608 EAST DRIVE
CHISHOLM,MN557190066 		41-0908454 501(C)(3) 20,000       TO SUPPORT INCREASED MARKETING EFFORTS TO STRENGTHEN THE WORK OF THE UNITED WAY OF NORTHEASTERN MINNESOTA. TO SUPPORT A TWO-DAY TRAINING ABOUT THE CAUSES AND IMPACTS OF POVERTY. TO INCREASE UNDERSTANDING OF THE DYNAMICS OF POVERTY TO HUMAN SERVICE PROFESSIONALS.
(46) VOLUNTEERS IN EDUCATION INC
PO BOX 668
VIRGINIA,MN55792 		45-0578555 501(C)(3) 20,000       TO SUPPORT IN-SCHOOL ACADEMIC SUPPORT PROGRAMS ACROSS IRON RANGE SCHOOLS.
(47) LITTLE B'S LEARNING CENTER
3690 COUNTY RD 140
BARNUM,MN55707 		81-0761920   18,400       IN SUPPORT OF CHILD CARE PROGRAM EXPANSION WITH FUNDING PROVIDED BY THE STATE OF MINNESOTA, WITH SUPPORT OF THE NORTHLAND FOUNDATION.
(48) CITIZENS FOR BACKUS
900 FIFTH STREET
INTERNATIONAL FALLS,MN56649 		32-0018497 501(C)(3) 17,500       GENERAL OPERATING SUPPORT FOR THE BACKUS COMMUNITY CENTER IN INTERNATIONAL FALLS. TO COMPLETE A HOUSING STUDY FOR KOOCHICHING COUNTY TO HELP ADDRESS THE AFFORDABLE HOUSING SHORTAGE.
(49) NORTH SHORE HORIZONS INC
127 7TH STREET
TWO HARBORS,MN556160206 		41-1451736 501(C)(3) 17,000       TO SUPPORT HOUSING WITH SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE.
(50) REACH MENTORING PROGRAM
1214 1/2 CLOQUET AVE PO BOX 428
CLOQUET,MN55720 		81-0598151 501(C)(3) 17,000       TO EXPAND THE SOS (STUDENTS OFFERING SUPPORT) TEAM TO MOOSE LAKE STUDENTS AND PROVIDE OPPORTUNITIES TO RAISE SUICIDE AWARENESS, SUPPORT PEERS, AND SHARE COPING SKILLS. TO SUPPORT THE EXPANSION OF PEER SUPPORT PROGRAMMING TO YOUTH IN CARLTON COUNTY SCHOOLS. TO EXPAND THE SOS TEAM TO ESKO STUDENTS AND PROVIDE OPPORTUNITIES TO RAISE SUICIDE AWARENESS, SUPPORT PEERS, SHARE COPING SKILLS AND MUCH MORE.
(51) IRON RANGE TYKES LEARNING CENTER
8520 PARK RIDGE DRIVE
MT IRON,MN55768 		82-4325737   16,600       IN SUPPORT OF CHILD CARE PROGRAM START-UP WITH FUNDING PROVIDED BY THE STATE OF MINNESOTA, WITH SUPPORT OF THE NORTHLAND FOUNDATION.
(52) PLANNED PARENTHOOD OF MINNESOTA NORTH DAKOTA SOUTH DAKOTA
671 VANDALIA STREET
SAINT PAUL,MN55114 		41-0948382 501(C)(3) 16,000       TO PROVIDE RESOURCES AND INFORMATION TO TRANSIENT AND HOMELESS YOUTH THROUGH HOSTING OUTREACH EVENTS. TO SUPPORT PEER LED EFFORTS TO INCREASE KNOWLEDGE OF SEXUAL HEALTH AMONG TEENS IN THE DULUTH AREA.
(53) COOK COUNTY COUNCIL ON AGING
BOX 67
GRAND MARAIS,MN55604 		41-1290535 501(C)(3) 15,986       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(54) APEX
306 WEST SUPERIOR STREET SUITE 902
DULUTH,MN55802 		32-0079166   15,000       TO SUPPORT ECONOMIC DEVELOPMENT EFFORTS IN DULUTH AND THE SURROUNDING AREA.
(55) CHILDREN'S DENTAL SERVICES INC
636 BROADWAY STREET NE
MINNEAPOLIS,MN55413 		41-0857929 501(C)(3) 15,000       TO SUPPORT ACCESS TO DENTAL CARE FOR LOW-INCOME CHILDREN IN NORTHEAST MINNESOTA.
(56) ENVIRONMENTAL INITIATIVE
211 NORTH FIRST STREET SUITE 250
MINNEAPOLIS,MN55401 		41-1718834 501(C)(3) 15,000       TO ASSIST WOOD STOVE REPLACEMENT FOR OLDER ADULTS TO HELP THEM MAINTAIN THEIR INDEPENDENCE IN NE MINNESOTA.
(57) FIRST WITNESS CHILD ADVOCACY CENTER
4 WEST 5TH STREET
DULUTH,MN55806 		41-1737291 501(C)(3) 15,000       TO SUPPORT EFFORTS TO IMPROVE THE LONG-TERM SAFETY OF PARENTS AND CHILDREN WHO ARE VICTIMS OF DOMESTIC VIOLENCE.
(58) KIDDY KAROUSEL CHILD CARE CENTER
3920 13TH AVENUE EAST
HIBBING,MN55746 		41-1236276   15,000       IN SUPPORT OF CHILD CARE PROGRAM EXPANSION WITH FUNDING PROVIDED BY THE STATE OF MINNESOTA, WITH SUPPORT OF THE NORTHLAND FOUNDATION.
(59) TRAINING TO SERVE
2365 MCKNIGHT ROAD NORTH
NORTH SAINT PAUL,MN55109 		41-1774247 501(C)(3) 15,000       TO PROVIDE TRAINING TO CAREGIVERS TO IMPROVE THE QUALITY AND SENSITIVITY OF CARE TO OLDER ADULTS WHO ARE LGBT IN THE ARROWHEAD COUNTIES OF MN.
(60) SUMMER WORK OUTREACH PROJECT (SWOP)
8590 ENTERPRISE DRIVE SOUTH
MT IRON,MN55768 		80-0312401 GOVERNMENTAL 14,000       TO SUPPORT A TEEN EMPLOYMENT PROGRAM THAT PROVIDES WORKFORCE SKILLS TRAINING AND COMMUNITY SERVICE.
(61) RANGE RESPITE PROJECT INC
1309 20TH STREET SOUTH
VIRGINIA,MN55792 		41-1726790 501(C)(3) 13,100       TO SUPPORT ORGANIZATIONAL CAPACITY BUILDING TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(62) ELY COMMUNITY HEALTH CENTER
40 N 1ST AVENUE EAST
ELY,MN55731 		47-5399418 501(C)(3) 11,000       TO SUPPORT ACCESS TO HEALTH CARE SERVICES FOR PEOPLE WITHOUT INSURANCE IN THE ELY AREA.
(63) MESABI FAMILY YMCA
8367 UNITY DRIVE
VIRGINIA,MN55792 		41-1460551 501(C)(3) 11,000       TO SUPPORT A COLLABORATION OF AGENCIES THAT PROVIDES AWARENESS OF THEATRE, PERFORMING ARTS, PRODUCTION, AND DANCE FOR YOUTH IN A CAMP-LIKE SETTING. TO SUPPORT OUT-OF-SCHOOL TIME ENRICHMENT PROGRAMS IN THE CHISHOLM, HIBBING, MT. IRON-BUHL AND VIRGINIA AREAS.
(64) ARROWHEAD PARISH NURSE ASSOCIATION
PO BOX 16328
DULUTH,MN55816 		46-1527679 501(C)(3) 10,000       TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(65) ELY FOLK SCHOOL INC
209 E SHERIDAN ST
ELY,MN55731 		47-2706626 501(C)(3) 10,000       TO SUPPORT ENGAGEMENT OF AREA YOUTH IN BUILDING A BIRCH BARK CANOE.
(66) FALLS HUNGER COALITION INC
1000 5TH STREET
INTL FALLS,MN56649 		36-3602229 501(C)(3) 10,000       TO INCREASE ACCESS TO FRESH FRUITS AND VEGETABLES FOR PEOPLE WITH LOW INCOMES.
(67) GND DEVELOPMENT ALLIANCE
2631 W SUPERIOR STREET SUITE 200
DULUTH,MN55806 		80-0818916 501(C)(3) 10,000       TO SUPPORT COMMUNITY ENRICHMENT PROGRAMMING IN THE GARY NEW DULUTH NEIGHBORHOOD.
(68) MINNESOTA ASSISTANCE COUNCIL FOR VETERANS
2700 E LAKE STREET SUITE 3350
MINNEAPOLIS,MN55406 		41-1694717 501(C)(3) 10,000       TO PROVIDE FINANCIAL ASSISTANCE TO VETERANS WHO ARE HOMELESS OR AT-RISK OF HOMELESSNESS.
(69) MINO MIIKANA CULTURAL AND WELLNESS CENTER
32 CATO AVE
DULUTH,MN55808 		46-5683685 501(C)(3) 10,000       TO PROVIDE ENRICHMENT PROGRAMMING TO NATIVE AMERICAN YOUTH IN THE DULUTH AREA.
(70) OSHKI OGIMAAG CHARTER SCHOOL
PO BOX 320 73 UPPER ROAD
GRAND PORTAGE,MN55605 		80-0272550 GOVERNMENTAL 10,000       TO SUPPORT INTERGENERATIONAL PROGRAMMING THROUGH THE RURAL AGING INITIATIVE.
(71) PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT
32 EAST FIRST ST STE 200
DULUTH,MN55802 		41-1350021 501(C)(3) 10,000       CAPACITY BUILDING SUPPORT TO AID AN EXECUTIVE TRANSITION.
(72) SECOND HARVEST NORTH CENTRAL FOOD BANK
2222 CROMELL DRIVE/BOX 5130
GRAND RAPIDS,MN55744 		41-1782776 501(C)(3) 10,000       TO SUPPORT EFFORTS TO REDUCE CHILDHOOD HUNGER IN ITASCA AND AITKIN COUNTIES.
(73) WELL BEING DEVELOPMENT
715 CENTRAL AVENUE PO BOX 714
ELY,MN55731 		27-2987032 501(C)(3) 10,000       TO SUPPORT EFFORTS TO IMPROVE THE PHYSICAL AND MENTAL HEALTH OF ADULTS WITH CHRONIC MENTAL ILLNESS IN THE ELY AREA. TO INCREASE OUTREACH TO OLDER ADULTS WITH MENTAL ILLNESS.
(74) DULUTH HEAD START - ISD #709
2102 NORTH BLACKMAN AVE
DULUTH,MN55811 		41-6003776 GOVERNMENTAL 8,000       TO PROVIDE SUPPORT TO FIRST TIME PARENTS WHO HAVE MENTAL HEALTH AND CHEMICAL DEPENDENCY ISSUES. IN SUPPORT OF EFFORTS TO EXPAND NATURE-BASED PROGRAMMING.
(75) COOK COUNTY SCHOOLS - ISD #166
101 WEST 5TH STREET
GRAND MARAIS,MN55604 		41-6000677 GOVERNMENTAL 6,000       AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM. TO SUPPORT PROGRAMMING THAT EXPANDS STUDENTS ACCESS TO KNOWLEDGE OF DIVERSE CULTURES.
(76) MINNESOTA COUNCIL OF NONPROFITS
2314 UNIVERSITY AVE WEST SUITE 20
SAINT PAUL,MN55114 		36-3501477 501(C)(3) 5,750       TO SUPPORT ACTIVITIES TO STRENGTHEN THE NONPROFIT SECTOR IN NORTHEASTERN MINNESOTA. MEMBERSHIP SUPPORT FOR PROGRAMS AND ACTIVITIES IN NORTHEASTERN MINNESOTA.
(77) ELY COMMUNITY RESOURCE INC
40 NORTH 1ST AVENUE E/PO BOX 374
ELY,MN55731 		41-1333048 501(C)(3) 5,500       RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(78) EVELETH-GILBERT PUBLIC SCHOOLS - #2154
801 JONES STREET
EVELETH,MN55734 		41-1744324 GOVERNMENTAL 5,500       AMONG 16 TOTAL PREK TO GRADE 3 TEAM GRANTS AWARDED TO SCHOOL DISTRICTS AND RESERVATION SCHOOL TEAMS THAT ATTENDED THE 2017 EARLY CHILDHOOD SUMMIT, MADE IN SUPPORT OF PLANNING AND ACTIVITIES TO STRENGTHEN THE EARLY LEARNING CONTINUUM. TO SUPPORT STEM ENRICHMENT PROGRAMMING FOR STUDENTS IN THE EVELETH-GILBERT SCHOOL DISTRICT.
(79) LEE CENTER AVINITY SENIOR LIVING
3220 8TH AVE E
HIBBING,MN55746 		41-1301507 501(C)(3) 5,500       RURAL AGING INITIATIVE-AGE TO AGE COLLEGE INTERN PROGRAM 2018
(80) ADVOCATES FOR FAMILY PEACE
1611 NW FOURTH STREET
GRAND RAPIDS,MN55744 		41-1377489 501(C)(3) 5,000       TO UPDATE AND IMPROVE COMMUNICATION MATERIALS TO BETTER SERVE VICTIMS OF DOMESTIC VIOLENCE.
(81) APPLE TREE LEARNING CENTER
409 1ST STREET NORTH
VIRGINIA,MN55792 		41-1515081 501(C)(3) 5,000       TO PROVIDE TRAINING TO THE BOARD OF DIRECTORS ON IMPROVING AND STRENGTHENING GOVERNANCE.
(82) BOYS & GIRLS CLUBS OF THE LEECH LAKE AREA
208 CENTRAL AVENUE/PO BOX 817
CASS LAKE,MN56633 		41-1929446 501(C)(3) 5,000       TO SUPPORT SUMMER ENRICHMENT PROGRAMMING FOR DEER RIVER AREA YOUTH.
(83) CHISHOLM SCHOOL DISTRICT - ISD #695
1000 NE 1ST AVENUE
CHISHOLM,MN55719 		41-6003769 GOVERNMENTAL 5,000       TO EXPAND AND ENHANCE STEM PROGRAMMING IN THE CHISHOLM SCHOOLS.
(84) DULUTH NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
PO BOX 494 310 N 1ST AVENUE WEST
DULUTH,MN55801 		91-2083002 501(C)(3) 5,000       TO SUPPORT THE 2018 FREEDOM FUND DINNER.TO SUPPORT A WEEK LONG FESTIVAL HONORING MARTIN LUTHER KING JR. AND CELEBRATING AFRICAN AMERICAN CULTURE.
(85) FATHERS RISE TOGETHER
319 NORTH 22ND AVE WEST
DULUTH,MN55806 		46-4718066 501(C)(3) 5,000       TO PROVIDE BUSINESS PLANNING TO SUPPORT ENTREPRENEURS OF COLOR.
(86) GRACE HOUSE OF ITASCA COUNTY
501 SW 1ST AVE
GRAND RAPIDS,MN55744 		14-1974011 501(C)(3) 5,000       TO PROVIDE SERVICES TO PEOPLE EXPERIENCING HOMELESSNESS IN ITASCA COUNTY.
(87) GREENWAY PUBLIC SCHOOLS - ISD #316
PO BOX 170 201 KATE STREET
MARBLE,MN55764 		41-6001596 GOVERNMENTAL 5,000       TO SUPPORT EFFORTS THAT PROMOTE POSITIVE BEHAVIORS IN THE GREENWAY HIGH SCHOOL.
(88) HIBBING PUBLIC LIBRARY
2020 E 5TH AVENUE
HIBBING,MN55746 		41-6005232 GOVERNMENTAL 5,000       TO SUPPORT A YOUTH SUMMER READING PROGRAM AND OTHER ENRICHMENT PROGRAMS.
(89) INTERNATIONAL FALLS SCHOOL DISTRICT
1515 11TH STREET
INTERNATIONAL FALLS,MN56649 		41-6001826 GOVERNMENTAL 5,000       TO SUPPORT THE CREATION OF AN AFTER-SCHOOL SCIENCE CLUB IN INTERNATIONAL FALLS.
(90) MESABI EAST SCHOOLS - ISD #2711
601 NORTH 1ST STREET WEST
AURORA,MN55705 		41-1693106 GOVERNMENTAL 5,000       TO SUPPORT OUT-OF-SCHOOL TIME ENRICHMENT PROGRAMMING IN THE MESABI EAST SCHOOL DISTRICT.
(91) MILLER-DWAN FOUNDATION
502 EAST 2ND STREET
DULUTH,MN55805 		23-7396466 501(C)(3) 5,000       TO SUPPORT EFFORTS TO RAISE AWARENESS ABOUT ADVANCE CARE DIRECTIVES IN THE DULUTH AREA.
(92) NORTHOME KIDS PLUSNORTHOME SCHOOL
PO BOX 465/HWY 1
NORTHOME,MN56661 		41-0853044 501(C)(3) 5,000       TO SUPPORT SUMMER LEARNING ENRICHMENT ACTIVITIES FOR YOUTH IN THE NORTHOME AREA.
(93) NORTH SHORE HEALTH CARE FOUNDATION
PO BOX 454
GRAND MARAIS,MN55604 		41-1694904 501(C)(3) 5,000       TO SUPPORT EFFORTS TO IMPROVE ORAL HEALTH FOR CHILDREN AND YOUTH IN COOK COUNTY.
(94) POLINSKY MEDICAL REHABILITATION CENTER
530 E 2ND ST
DULUTH,MN55805 		41-0691275 501(C)(3) 5,000       TO PROVIDE PROGRAMMING PROMOTING SECURE ATTACHMENT BETWEEN PARENTS AND YOUNG CHILDREN TO FAMILIES WITH CHILDREN WHO HAVE SPECIAL NEEDS.
(95) STILL DREAMING LLC
1 VERANO LOOP
SANTA FE,NM87508 		45-2374843   5,000       TO ENGAGE AGING SERVICE ORGANIZATIONS AND OTHER STAKEHOLDERS IN NORTHEAST MINNESOTA ON THE VALUE OF ENGAGING OLDER ADULTS IN THE ARTS.
(96) TWO HARBORS HIGH SCHOOL DECA
1640 HWY 2
TWO HARBORS,MN55616 		41-6001896 GOVERNMENTAL 5,000       TO SUPPORT EFFORTS TO NURTURE CIVILITY AMONG TWO HARBORS STUDENTS.
(97) NORTHWOODS PARTNERS
328 WEST CONAN STREET
ELY,MN55731 		41-2016401 501(C)(3) 25,000       TO INCREASE RESOURCES AND SUPPORTS TO PEOPLE WITH DEMENTIA AND THEIR CAREGIVERS. TO SUPPORT CAPACITY BUILDING ACTIVITIES TO IMPROVE SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS.
(98) COOK COUNTY COMMUNITY YMCA
105 WEST 5TH STREET
GRAND MARAIS,MN55604 		41-0693931 501(C)(3) 20,200       TO PROVIDE AN OPPORTUNITY FOR YOUTH TO LEARN ABOUT MODEL UNITED NATIONS AND GLOBAL ISSUES, AND DISCOVER WAYS THEY CAN IMPROVE THEIR COMMUNITY, SKILLS, AND FUTURE. IN SUPPORT OF CHILD CARE PROGRAM EXPANSION WITH FUNDING PROVIDED BY THE STATE OF MINNESOTA, WITH SUPPORT OF THE NORTHLAND FOUNDATION.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
93
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
5
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) EARLY LEARNING SCHOLARSHIPS 337 918,724      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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: ORGANIZATIONS ARE REQUIRED TO SUBMIT INTERIM AND FINAL REPORTS DETAILING PROGRAM ACCOMPLISHMENTS AND USE OF GRANT FUNDS. ORGANIZATIONS ITEMIZE ACTUAL EXPENDITURES COMPARED TO THE BUDGET THEY SUBMITTED WITH THEIR GRANT APPLICATION. ORGANIZATIONS REPORT ON HOW NORTHLAND FOUNDATION FUNDS WERE SPENT AS WELL AS ADDITIONAL FUNDS PROVIDED BY THE GRANTEE AND OTHER SOURCES. ORGANIZATIONS REPORT ON SOURCES OF FUNDING FOR THE PROJECT BOTH AS PROJECTED IN THE GRANT APPLICATION AND THE ACTUAL RECEIPTS OVER THE COURSE OF THE GRANT PERIOD. ORGANIZATIONS RECEIVING GRANTS $5,000 AND UNDER SUBMIT A FINAL REPORT. ORGANIZATIONS THAT RECEIVE GRANTS OVER $5,000 SUBMIT AN INTERIM REPORT IN ADDITION TO A FINAL REPORT. BOTH THE DIRECTOR OF GRANTMAKING AND THE GRANTS MANAGER REVIEW THESE REPORTS AS THEY COME IN.
Schedule I (Form 990) 2019



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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
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 on 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 on 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
 
No
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 on Line 1a? ..
2
Yes
 
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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2019

Schedule J (Form 990) 2019
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1ANTHONY SERTICH
PRESIDENT 		(i)

(ii)		 162,367
-------------
0 		0
-------------
0 		1,536
-------------
0 		9,993
-------------
0 		20,310
-------------
0 		194,206
-------------
0 		0
-------------
0
2LYNN HAGLIN
VICE PRESIDENT 		(i)

(ii)		 149,669
-------------
0 		0
-------------
0 		4,372
-------------
0 		9,317
-------------
0 		29,836
-------------
0 		193,194
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 1A THE PRESIDENT RECEIVES GROSS UP PAYMENTS ON HIS PERSONAL USE OF VEHICLE EXPENSE. CAR ALLOWANCE SUBSTANTIATION IS REQUIRED AND PAYMENTS ARE TAXABLE TO THE RECIPIENT.
PART I, LINE 1B THERE IS NOT A WRITTEN POLICY REGARDING THE PERSONAL USE OF AUTOS, BUT SUBSTANTIATION IS REQUIRED PRIOR TO REIMBURSEMENT.
Schedule J (Form 990) 2019

Additional Data


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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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 3 AVINITY MANAGEMENT COMPANY (AVINITY) HAS BEEN ENGAGED AS AN INDEPENDENT CONTRACTOR TO PROVIDE MANAGEMENT SERVICES TO NORTHLAND ASSISTED LIVING (NAL), WHICH OWNS THREE SENIOR HOUSING FACILITIES IN MINNESOTA. AVINITY HAS THE AUTHORITY TO NEGOTIATE AND EXCUTE, ON BEHALF OF NAL, ALL LEASES, RENTAL AGREEMENTS, AND CONTRACTS FOR WORK OR SERVICES NECESSARY FOR OPERATION AND MANAGEMENT OF THE SENIOR HOUSING FACILITIES.
FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND THE CFO REVIEW A COPY OF THE 990 AFTER IT IS COMPLETED. A COPY OF THE 990 IS THEN MADE AVAILABLE AT THE NEXT FINANCE COMMITTEE MEETING FOR REVIEW AND IS OPEN FOR DISCUSSION. THE FINANCE COMMITTEE WILL THEN SUGGEST APPROVAL AT THE NEXT BOARD MEETING. DURING THAT BOARD MEETING, IT IS OPEN FOR DISCUSSION AND APPROVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES, COMMITTEE MEMBERS AND STAFF MAKE REGULAR DECISIONS REGARDING DISBURSEMENT OR ASSIGNMENT OF RESOURCES FROM THE FOUNDATION FOR BUSINESS LOANS, CONTRACTS, COMMUNITY AND ECONOMIC DEVELOPMENT GRANTS AND FOR THE ONGOING OPERATION OF THE FOUNDATION, AND SHALL REPRESENT THE ENTIRE REGION FAIRLY. IT IS IMPERATIVE THAT DECISIONS AFFECTING THE FOUNDATION ARE NOT TAINTED BY REAL OR PERCEIVED CONFLICTS OF INTEREST. MEMBERS OF THE BOARD OR COMMITTEES WILL NOT PARTICIPATE IN DISCUSSING OR VOTING UPON ANY PROPOSAL OR BUSINESS AGREEMENT IN WHICH THEY HAVE A DIRECT OR INDIRECT PERSONAL OR FINANCIAL INTEREST. IN ADDITION, AS SOON AS A POTENTIAL CONFLICT OF INTERESTS BECOMES APPARENT, THE MEMBER MUST INFORM THE BOARD OR COMMITTEE OF THE POTENTIAL CONFLICT OF INTEREST. STAFF WILL NOT PROMOTE PROPOSALS OR INITIATE BUSINESS AGREEMENTS FOR THE FOUNDATION THAT WOULD FINANCIALLY BENEFIT THEM OR MEMBERS OF THEIR FAMILY WITHOUT INFORMING THE PRESIDENT. IF THE POTENTIAL CONFLICT OF INTEREST AFFECTS THE PRESIDENT, THE BOARD SHALL BE NOTIFIED. OPTIONS FOR RESOLUTION IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, OPTIONS TO BE EMPLOYED, AT THE DISCRETION OF THE CHAIR AND/OR PRESIDENT WOULD INCLUDE, BUT NOT BE LIMITED TO: 1. THE BOARD MEMBER, COMMITTEE MEMBER OR STAFF MEMBER WOULD NOT BE PERMITTED INPUT ON THE DECISION. 2. THE MEMBER IN QUESTION MAY RESPOND TO SPECIFIC INQUIRIES REGARDING THE DECISION, BUT NOT PARTICIPATE IN MAKING THE DECISION. 3. THE MEMBER IN QUESTION SHALL LEAVE THE ROOM WHILE THE ITEM IS UNDER DISCUSSION. CONFLICT OF INTEREST DISCLOSURE FORM BOARD, COMMITTEE AND STAFF MEMBERS WILL ALSO BE EXPECTED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AT THE END OF EACH FISCAL YEAR OR UPON APPOINTMENT.
FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE BOARD IN CONSULTATION WITH THE EXECUTIVE COMMITTEE USES DATA FROM COMPENSATION SURVEYS TO DETERMINE COMPENSATION LEVELS, AND THEN MEETS WITH THE PRESIDENT TO DISCUSS. AFTER THE MEETING A RECOMMENDATION IS BROUGHT TO THE BOARD OF TRUSTEES AND A DECISION IS MADE BY THE BOARD. THE SURVEYS USED ARE ONES THAT ARE DONE BY SIMILAR NON-PROFITS IN THE STATE TO BRING RECOMMENDATIONS TO THE BOARD OF TRUSTEES FOR ALL EMPLOYEE WAGES. THE BOARD OF TRUSTEES APPROVE AN ANNUAL BUDGET THAT MAY INCLUDE ADJUSTMENTS FOR THE ENTIRE STAFF. IN CASES WHERE AN EMPLOYEE'S RESPONSIBILITIES HAVE CHANGED TO RECOMMEND A CORRESPONDING SALARY ADJUSTMENT, THE PRESIDENT HAS THE AUTHORITY FROM THE BOARD TO MAKE SUCH APPROPRIATE ADJUSTMENTS, IN LINE WITH THE BOARD APPROVED ANNUAL BUDGET.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHLAND FOUNDATION
 
Employer identification number

41-1554455
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
(1) NORTHLAND ASSISTED LIVING LLC
202 WEST SUPERIOR STREET 610
DULUTH,MN55802
20-5440048 		ASSISTED LIVING ORGANIZATION MN 2,614,302 360,838 N/A
(2) MCGREGOR PROPERTIES LLC
202 WEST SUPERIOR STREET 610
DULUTH,MN55802
20-5490145 		PROPERTIES MN 36 1,170,104 N/A
(3) BUHL PROPERTY DEVELOPMENT LLC
202 WEST SUPERIOR STREET 610
DULUTH,MN55802
26-0558429 		PROPERTIES MN 97,253 1,263,478 N/A
(4) HOYT LAKES PROPERTY DEVELOPMENT LLC
202 WEST SUPERIOR STREET 610
DULUTH,MN55802
26-4816942 		PROPERTIES MN 96,898 1,767,352 N/A




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)NORTHLAND INSTITUTE
13911 RIDGEDALE DRIVE 260

MINNEAPOLIS,MN55305
31-1504160 		PROVIDE SUPPORT FOR SOCIAL AND ECONOMIC PROGRAMS IN THE AREA MN 501(C)(3) LINE 10 NORTHLAND FOUNDATION
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
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
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
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) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


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