2024-11-13T15:37:43-07:00 2024-06-30 990 2023-07-01 450392710 VALLEY SENIOR LIVING FOUNDATION VALL 7017877997 2900 14th Ave S Grand Forks ND 58201 Shaun Havis President 7017877997 2024-11-13 1 2023 2024-10-15 13:58:12Z Shaun Havis 2900 14th Ave S Grand Forks ND 58201 770795 0 X www.valleyseniorliving.org X 1985 ND The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living. 11 9 0 184 0 0 490718 702863 0 0 1048 1023 17472 19088 509238 722974 117606 171629 0 0 170831 192292 0 0 89676 47703 36311 336140 400232 173098 322742 3666739 4410021 70024 83203 3596715 4326818 The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living. 0 0 30000 0 30000 We identified a need to enhance the outdoor living space at Tufte Manor . Proceeds from a Myra Foundation grant were utilized for these projects. The project funds were used for landscaping and patio. 15000 15000 We identified a need to replace commercial over at Tufte Manor. Proceeds from the Walter and Barbara Pedersen Lutheran Foundation to purchase the oven. 9749 0 9749 We identified a need for spiritual care when the first Valley Senior Living facility opened 100 years ago. We believe spiritual care is important in the lives of our residents. These funds were used to help continue the chaplaincy program for all residents, family and staff. Valley Senior Living employee two full-time chaplains and also has two flex chaplains. 210472 0 210472 Other program services included funding a number of items and programs that enhance the quality of life for the residents. Records are maintained to track designation of use by donor for a specific facility and/or program. 210472 0 210472 265221 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X Lorilee A Bott 7017877912 2900 14th Ave S Grand Forks ND 58201 Garth Rydland President/CEO Valley Senior Living 0 40 X X X X 0 284405 21760 Gina Roller Administrator Valley Senior Living on 42nd 0 40 X X 0 187624 20760 Lorilee Bott CFO 0 40 X X 0 177302 28537 Adam Edwards Chief Human Resource Officer 0 40 X X 0 164735 34534 Jessica Baumgarten Director of Nursing Valley Senior Living on Columbia 0 40 X X 0 152389 29934 Jennifer Schultz Director of Nursing Woodside Village 0 40 X 0 141101 23410 Angela Goulet Tufte Manor Administrator, Dir PCS TM and WT 0 40 X 0 121824 31794 Shaun Havis President Valley Senior Living Foundation 40 0 X X X 86581 0 29133 Carol Svendson Chairperson 0 0 X X 0 0 0 Bruce Vaaler Vice Chairperson 0 0 X X 0 0 0 Scott Berge Treasurer 0 0 X X 0 0 0 Megan Flom Secretary 0 0 X X 0 0 0 Brittany Caillier Director 0 0 X 0 0 0 Monica Musich Director 0 0 X 0 0 0 Kathleen Meagher Director 0 0 X 0 0 0 Margaret Reed Ex Officio 0 0 X 0 0 0 Dwight Thompson Ex Officio 0 0 X 0 0 0 86581 1229380 219862 0 0 1 0 0 0 0 0 0 0 702863 0 702863 0 1023 1023 0 0 0 0 0 0 0 0 0 0 0 0 0 0 65951 0 47821 18130 0 18130 958 958 0 0 958 722974 1981 0 18130 171629 171629 138579 64088 20973 53518 53713 24841 8129 20743 1433 0 1433 0 4080 0 0 4080 1463 678 258 527 1319 1319 0 0 1860 310 1550 0 Donor Expense 4964 0 0 4964 Dues and Membership 10415 0 10415 0 Printing, Publications & Postage 8823 2356 623 5844 1954 0 1954 0 400232 265221 45335 89676 293387 255403 76593 5783 37441 30906 8395 6535 3342927 4042719 22030 22988 3666739 4410021 47547 46031 22477 37172 70024 83203 X 1608035 1804989 1988680 2521829 3596715 4326818 3666739 4410021 322742 407361 0 0 0 0 X 1 X 0 1 0 X 389612 340348 481751 490718 564284 2266713 389612 340348 481751 490718 564284 2266713 2266713 162811 552155 249 1048 1023 717286 50797 51116 88248 61278 66909 318348 3302347 0.68639 0.68108 X Schedule A, Part II, Line 10 Other income consists of special fundraising events and miscellaneous revenues. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3342927 327539 436562 0 35107 29202 4042719 2889196 326768 158153 0 0 31190 3342927 3163291 237043 -429147 0 59309 22682 2889196 2583243 81248 572597 0 52971 20826 3163291 2357580 113222 181063 0 49811 18811 2583243 0.414 0.332 0.254 1 0 0 0 0 0 0 0 0 0 0 0 0 0 37441 30906 6535 0 0 0 0 6535 Schedule D, Part V, Line 4 The organization's endowment fund earnings are used for the purposes designated by the various donors (chaplaincy, music therapy, intergenerational programming, community connections, activities, etc.). Principal amount of endowed gifts are maintainted intact. VSL Golf Tournament 65951 0 65951 0 0 0 0 0 20343 0 0 65951 0 65951 0 0 0 0 0 20343 20343 45608 X X X X 0 1 0 0 0 0 0 0 0 Garth Rydland President/CEO Valley Senior Living 0 265655 0 18750 0 0 0 12075 0 9685 0 306165 0 0 Gina Roller Administrator Valley Senior Living on 42nd 0 179624 0 8000 0 0 0 11097 0 9663 0 208384 0 0 Lorilee Bott CFO 0 169552 0 7750 0 0 0 11416 0 17121 0 205839 0 0 Adam Edwards Chief Human Resource Officer 0 155985 0 8750 0 0 0 10765 0 23769 0 199269 0 0 Jessica Baumgarten Director of Nursing Valley Senior Living on Columbia 0 143114 0 9275 0 0 0 9577 0 20357 0 182323 0 0 Schedule J, Part I, Line 4 Valley Senior Living, a related organizaiton, participates in a 457B plan. Form 990, Part V, Line 2a Valley Senior Living, a related organization, processes the payroll for Valley Senior Living Foundation's employees. W2s and W3 are filed under EIN 45-0448164. Form 990, Part VI, Section A, Line 9 Carol Svendson, 2123 12th Ave NW, East Grand Forks, MN 56721; Bruce Vaaler, Vaaler Insurance, 2701 S Columbia Rd, Grand Forks, ND 58201; Megan Flom, Camrud, Maddock, Olson & Larson, Ltd., 401 Demers Avenue, Grand Forks, ND 58201; Scott Berge, PS Industries, 1150 S 48th Street, Grand Forks, ND 58201; Brittany Callier, 726 Shelby Court NE, Thompson, ND 58278; Kathleen Meagher, 2013 44th Ave S, Grand Forks, ND 58201; Monica Musich, 523 Shroeder Drive, Grand Forks, ND 58201; Margaret Reed, 297 Circle Hills Drive, Grand Forks, ND 58201; Dwight Thompson, 541 Aviamar Circle, Grand Forks, ND 58201 Form 990, Part VI, Section B, Line 11b The CFO with the assistance of the President prepares the Form 990. A draft of the Form 990, and all applicable schedules, is given to the Board of Directors for review prior to at a meeting prior to the filing deadline. The CFO explains changes on the Form 990 and specifically reviews Part VI with the Board of Directors and answers any questions. Form 990, Part VI, Section B, Line 12c Annually each board member is given a form which is an excerpt from Section 8.1 of the bylaws regarding conflict of interest. After reviewing the policy each director sign and dates the form. Form 990, Part VI, Section B, Line 15 The compensation process for the President of Valley Senior Living Foundaiton includes a performance appraisal completed by the President/CEO of Valley Senior Living with input from the Board Chair of Valley Senior Living Foundation. The President of the Foundaiton also completes a self evaluation utilizing the same appraisal form. Upon completion of the evaluation, comments are documented and the appraisal is signed by the President/CEO of Valley Senior Living and the President of the Foundation. The President/CEO contact like organizations for comparabiity data regarding base salary. The President/CEO of Valley Senior Living (a related organization) compensation is determined by a compensation committee. The committee reviews the state compensation survey each year to assess how the CEO's base salary compares with other organizations of similar size and function. Form 990, Part VI, Section C, Line 19 Valley Senior Living Foundation's governing documents, conflict of interest policy, and financial statements are available upon request. Requests should be made at the Valley Senior Living Foundation office located at 2900 14th Ave S, Grand Forks, ND 58201 between the hours of 8:30-4:30 Monday through Friday. Valley Homes and Services 2900 14th Ave S Grand Forks ND 58201 450229071 Skilled Nursing/Basic Care ND 501 (c) 3 Line 12 N/A 0 4000 Valley Square DBA Valley Senior Living on 42nd 4000 24th Ave S Grand Forks ND 58201 311558826 Skilled Nurs/Asst Liv/Sr Housing ND 501 (c) 3 Line 12 N/A 0 Valley Senior Living 2900 14th Ave S Grand Forks ND 58201 450448164 Management and Support Healthcare Facilities ND 501 (c) 3 Line 13 Type 1 N/A 0 Cherrywood Village 2900 14th Ave S Grand Forks ND 58201 454276187 Low Income Sr Apartments ND 501 (c) 3 Line 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 Valley Homes and Services b 112750 Actual contribution. 4000 Valley Square DBA Valley Senior Living on 42nd b 49960 Actual contribution.