D F D A K O TA M E D I C A L F O U N D AT I O N 2012 Operations Overview D F D A K O TA M E D I C A L F O U N D AT I O N TA B L E O F C O N T E N T S 1 Our Vision 2 Conversation with Dakota Medical Foundation Leaders 4 Cass Clay Healthy People Initiative 6 Spotlight on SchoolsAlive! 8 Lend A Hand Initiative 10 Children’s Mental Health Initiative 11 Prescription Assistance Initiative 12 Organizational Effectiveness Initiative 14 Breakthrough Idea Challenge 16 DMF Builds a New Center for Collaborative Teams 18 Spotlight on Family HealthCare Match Grant Success 20 Our Staff 21 Board of Directors 22 Grants 25 Match Grants 26 Giving Hearts Day 28 Named Funds 30 Employee Match Grants 31 Lifetime Giving Societies 32 Recognizing Donors 36 Special Recognition Awards 37 Financial Report Our Vision: a region of the healthiest people able to access exceptional healthcare and lead vibrantly healthy lives. Since 1996, Dakota Medical Foundation has invested more than $64 million to operate initiatives and provide funding to more than 400 health organizations in the region. Dakota Medical Foundation improves the health and health care of people in eastern North Dakota and western Minnesota by closely working with and through hundreds of engaged partners in the region: health-related nonprofits, healthcare facilities, universities, public agencies, foundations, businesses, volunteers, donors and more. We cast a light on significant health issues, advance better understanding around these complex challenges and forge strong collaborative networks to address or solve them. Obesity is the single largest and costliest threat to America and our region, causing heart disease, diabetes and many other chronic illnesses. Together with highly-engaged partners, we’re creating childcare, school, work and community settings with abundant healthy foods and physical activity in order to reverse the obesity epidemic. We invest our time, expertise and resources in helping nonprofit leaders reach their highest personal potential so they, in turn, can shape organizations that produce extraordinary health results for the people of our region. 1 A C O N V E R S AT I O N W I T H Dakota Medical Foundation leaders Board Chair Dr. Richard Vetter and President Pat Traynor Discuss the foundation’s role in building exceptional nonprofits. Pat Traynor: A great nonprofit achieves its mission in a superior way. Dakota Medical Foundation, together with Alex Stern Family Foundation, created the Impact Institute to prepare an army of charitable top-performers, highly skilled in fundraising and exceptional at producing results. With hands-on training and technical assistance, we help nonprofits clarify their missions to be distinct, focused and compelling. Dr. Vetter: Clarity of mission leads to accountability for results. It inspires passion and commitment by staff, directors, volunteers and donors. These nonprofits are able to attract the resources necessary to go above and beyond anything done in the past – getting exceptionally better rather than incrementally better. Charities that become adept at fundraising have strong economic viability. They can go beyond merely treating problems to preventing and solving problems in our communities. Pat Traynor: In a sample study we conducted of 22 nonprofits who participated in our training from 2007 to 2010, we discovered an increase in financial support from the public of 48% — rising from $32 million to a remarkable $47 million in the three-year period. That was an average increase of 16% per year. Many years ago, we began talking about the difference between “feeding for a day” and “teaching how to fish” to feed for a lifetime. We are extremely proud of the many committed partner organizations that have adopted new methods of fundraising, or learned how to fish. They testify that this challenge to grow their own bench strength has left them dramatically better off. PHOTO: Standing – Board Chair Dr. Richard Vetter Seated – President Pat Traynor 2 We have sharpened our own skills by testing ourselves to understand and teach best practices. Dakota Medical Foundation has shaped a unique, carefully-defined role of leveraging talents of nonprofit leaders. We create value when our foundation generates the greatest possible societal return from our expertise, financial investments and collaborative networks – multiplying our impact through this leverage strategy. Dr. Vetter: For the future, we need bold new health and wellness ideas that break through the status quo and the limits of current thinking. Our Breakthrough Idea Challenge stimulates ideas that can have dramatic impact, and it’s exciting to have Dakota Medical Foundation be a lightning rod for health innovation in the region through this program. We have a long history of pursuing breakthroughs, establishing pilot projects, and then guiding them to fruition – our Lend A Hand program and AED Initiative are examples. It will be exciting to accomplish this in a new way with the Idea Challenge. $32 million 2007 $35 $44 million Pat Traynor: The future is filled with hope and immense opportunity for health organizations that prepare themselves to successfully tap into the wealth transfer phenomenon. It is estimated that $308.6 billion of wealth will transfer to heirs, charities and others in North Dakota, and $59 trillion will transfer nationally. In North Dakota alone, $95 billion is estimated to transfer to charities from 2007 to 2061. We feel this figure is quite conservative given the explosive economic expansion in the state that has been fueled by strong growth in the agricultural and oil industries. How will Dakota Medical Foundation get people thinking in new and different ways? FUNDRAISING RESULTS 22 Impact Institute Partners What does the future hold? It’s time to change our mindset from a model of scarcity and limited resources to an ‘everything is possible’ mindset. Our partners are developing smart fundraising systems and acumen to tap this unprecedented $95 billion opportunity for funding their good work. They are capturing the endless possibilities created by the transfer of wealth in their own back yards! These possibilities include solving problems rather than just treating them, and achieving the greatest quality of life in the world. $47 million million 2008 2009 2010 . .. . ................................................................................. 48% I N C R E A S E 3 Cass Clay Healthy People Initiative The Healthy People Initiative leads community changes to prevent chronic disease, reduce childhood obesity and help people live longer, healthier lives – making Cass and Clay Counties the healthiest place to live. The initiative is a partnership of Dakota Medical Foundation and committed partners that are guiding strategies at childcares, schools and elsewhere in the community so these settings support healthy behaviors – making the healthy choice the easy choice. We’re seeking to reduce childhood overweight and obesity in Cass and Clay Counties 20% by 2020. Already 200 of the 600 Cass-Clay childcares have taken part in a program to teach and reward changes to early childhood settings, ingraining healthy habits at the youngest ages. We’ve teamed with all local schools as they develop successful wellness policies, find innovative ways to improve school lunch menus, and add 60 minutes of physical activity to every school day. Continually improving, these changes affect the lives of 28,000 school children in Fargo-Moorhead annually. The Healthy People Initiative helped bring several national experts to Fargo-Moorhead in 2012, including a Cornell University professor on research-based lunch line design to nudge students to make healthier food choices. Specialized knowledge and models for ideal food placement in the school lunchroom were shared with schools during the day, and a large public crowd eagerly gained knowledge as he interpreted research findings for practical use at home. We presented our own pioneering work and approaches in regional and national webinars. 4 To tap into the power of committed individuals, we taught more than 50 volunteers of diverse professions the compelling facts around the obesity crisis in Cass and Clay Counties. We shared resources and insights that they’re now using individually to create a groundswell of active living and healthy eating. In the past 3 years, more than 20,000 people have attended open street events organized by Cass Clay Healthy People Initiative and Active in Moorhead. The goal: igniting movement in our communities and inspiring people to adopt more physically active lifestyles – and make active living the status quo. In summer 2012, StreetsAlive! events such as pole vaulting drew crowds of 11,500 attendees. We expect momentum for the Healthy People Initiative to grow through the new Dakota Medical Foundation building to be complete in 2013. For example, its teaching kitchen will provide people essential life skills and coaching for professionals on preparation of healthy foods. Audiences can witness and engage with instructors for a new depth of learning. Webinar capabilities from our kitchen will enable rural or distant audiences to learn healthy cooking! Two out of every three adults are overweight or obese, and the annual cost of illnesses related to this epidemic is $190.2 billion in America. Healthy lifestyles can do more to improve health than any other single medical breakthrough of the past 100 years. Worksites are rising to the challenge of helping their workers reduce preventable diseases. Beginning in 2009, Dakota Medical Foundation partnered with Healthy North Dakota and Blue Cross Blue Shield of North Dakota to help employers begin and sustain effective, cost-efficient wellness programs across the state. More than 200 North Dakota worksites have implemented measurable wellness programs to improve the health of 48,000 employees and 24,000 family members. The Worksite Wellness Initiative transitioned at the end of 2012 to the capable hands of Blue Cross Blue Shield of North Dakota. We invested nearly $650,000 in this program over four years to fuel its development. 5 Recess SPOTLIGHT ON I N W E S T FA R G O ROCKS! On rare occasions, you find unexpected champions. Dakota Medical Foundation found three in the West Fargo school system. In 2010, as our Healthy People Initiative was gaining momentum, Westside Elementary Principal Beth Slette took a closer look at the tradition to celebrate student birthdays with high calorie sugary snacks. These snacks created a predictable sugar high, followed by a sugar low and a full tummy when lunch time rolled around. The snacks interfered with academic learning and student health. Beth was determined to change the culture by engaging staff and parents in shaping a healthier future. Today, student birthdays are announced over the intercom and each child receives a special birthday trinket. Once a month, birthday students go to the gym with the principal to play his/her favorite games until they are “red in the face.” What Beth Slette began, Westside’s new principal, Tabatha Joyce, continues. Tabatha has added to the movement by welcoming a team of North Dakota State University physical education majors to help Westside identify and implement more physical activity opportunities in the school day. Tens of thousands of junk food calories eliminated annually caught the attention of West Fargo Assistant Superintendent Louise Dardis. She charged ahead to revise and strengthen the district’s school wellness policy and adopt Westside’s classroom celebration standards. They didn’t stop there. In 2012, West Fargo Schools took a big leap and served as the Healthy People Initiative’s pilot site for Active Recess training. Typically, recess supervisors observe children and mediate behaviors. That was about to change! All 120 West Fargo Schools recess supervisors attended a pilot full-day training to facilitate 20 minutes of daily moderate to vigorous physical activity into the students’ recess time – preferably outside and before lunch. Some who attended said it was the best training they’ve ever received. Assistant Superintendent Dardis also arranged for active recess to be the topic of P.E. teachers’ professional development days and elementary principal meetings. She is helping weave physical activity into the fabric of the district and shares that “SchoolsAlive! Active Recess training is practical, engaging and highly effective!” The future holds unprecedented joint trainings for physical education staff and recess supervisors, the start of Active Recess Committees, an Active Recess Week and classroom teacher training. Beth, Louise and Tabatha – bold champions of change. We applaud their courage and commend them for positively impacting the health of their students and families. Pioneering ways to combat inactivity: Recess rocks when kids are fully engaged in vigorous activity for at least 20 minutes in the great outdoors! Recess supervisor Penny Eckelberg keeps kids hopping and playing, using skills she learned at Active Recess training. 6 7 Lend A Hand Initiative In fiscal 2012, $1.2 million was raised to help 44 families. Dakota Medical Foundation’s Lend A Hand Initiative teams with volunteers who are helping families experiencing financial hardship due to medical crisis. Our program director offers experienced fundraising guidance, a detailed event planning kit and help with community fundraiser promotions. People are inspired to open their wallets with match funding provided by Dakota Medical Foundation. For those who can’t attend dinners or events, online giving is easy and immediate at our website dakmed.org/lendahand. In 2012, Lend A Hand celebrated its 5th Anniversary and a total $5.2 million raised for 194 families in Cass and Clay Counties. Lend A Hand has teamed with over 5,000 caring community members who have led fundraisers in local communities. More than 75,000 people attended or supported these events. Since 2007, Dakota Medical Foundation has invested $1.6 million in Lend A Hand, including $1 million in match dollars to families. Ninety percent of the families assisted have insurance coverage. PHOTOS: Mark Loock dinner benefit and silent auction. 8 Children’s Mental Health Initiative Children’s Mental Health Initiative provides free social-emotional mental health screenings of children up to age 8 in Cass and Clay Counties at pediatric clinics, childcares and other FargoMoorhead sites. More than 4,200 children have been screened since 2009. This early intervention has led to 353 referrals for mental health services to build positive behavioral skills preventing future difficulties in school, work and relationships. Prescription Assistance Initiative developing emotionally healthy children organized by the initiative in November 2012 and led by Dr. Terrie Rose, a child psychologist and nationally-recognized innovator and speaker on early childhood development and mental health. This initiative managed by our partner, Region V Children’s Services Coordinating Committee, also trains child care providers in the Nurtured Heart approach to positive behavior reinforcement, with 180 providers prepared in healthy ways to support developing kids. Hundreds of parents and health professionals attended a community education event on Prescription Assistance Initiative helps area people with low incomes secure free and low-cost medicine from pharmaceutical companies. Over 25,000 applications for medications have been processed for about 5,000 people, resulting in procurement of more than $14.3 million of essential prescription drugs since this initiative began in 2003. In fiscal 2012, over 600 clients accessed 5,500 healing and life-sustaining prescriptions that would otherwise have been out of financial reach. With a value of $4.5 million, this program generated a $42 return for every dollar invested. Our partner, South Central Adult Services of Valley City, N.D., manages this initiative. Healthy Steps Initiative Dakota Medical Foundation’s Healthy Steps Initiative provides education and outreach to families of over 13,000 uninsured children in North Dakota, seeking to connect them to one of three free or low-cost assistance programs: Medicaid, Healthy Steps Children’s Health Insurance Plan and Caring for Children. There are 43,470 children enrolled in all three insurance assistance programs. Studies show that uninsured children are ten times more likely to have unmet medical needs and five times more likely to go more than two years without seeing a doctor. The initiative is funded by a $650,000 grant from the North Dakota Department of Human Services and $80,000 from Dakota Medical Foundation. Over the past three years, the Healthy Steps Children’s Health Insurance Plan has provided coverage to 24% more children who qualify. 10 AED Initiative Completed Our AED Initiative placed life-saving heartstarting automated external defibrillators in rural ambulances, police cars, fire trucks and community locations in our service area. A documented 25 lives were saved as a result! A total 548 AEDs were placed through Dakota Medical Foundation’s investment of $1.3 million since 2000. With this oncepioneering equipment now widely-accepted and placed, others in the community are prepared to teach and champion AED use. We completed our program funding in 2012. 11 Organizational Effectiveness Initiative We’re building exceptional fundraising and leadership skills among nonprofit leaders – together with powerful tools for charity success. Dakota Medical Foundation led the formation of Impact Foundation and its Impact Institute to build the capacity of nonprofits to produce superior results in health. Expanding their fundraising capabilities creates an ability to develop funding sources from individual donors, far exceeding what DMF could otherwise provide. The Institute provides a ladder upon which aspiring organizations can rise. With abilities to build self-sustaining capital, charity leaders and boards create stronger organizations better prepared to serve people in their communities. Some 4,000 nonprofit executives, staff and directors from more than 350 nonprofits have attended Institute professional development courses. In 2012, we offered training on fundraising, personal productivity, hiring practices and other topics to 804 attendees. Many continued their professional development in the fundraising curriculum developed by FundingLogic with its founders coaching use of this well-proven system. In a successful pilot project, deeper build your case get new donors keep donors get bigger gifts even larger gifts ‘intensives’ were held for small groups to build mastery of fundraising and leadership areas. The new Dakota Medical Foundation building will have a classroom with seating for 150 and vastly expand the offerings of the Impact Institute. More than 80 nonprofit board members attended our High Impact board training to learn about their critical role in nonprofit performance in producing dramatically better results for the people they serve. DMF continues to support the powerful online resource used by more than 450 regional charities: the impactgiveback.org website. Since 2007, $5.5 million has been raised online at this site. Cyber giving is rising at a pace equal to online shopping in America, so online donations are a must today. We fund the continual development and coding of new functions for the website so that charities have an affordable, feature-rich site for profiling their organizations, taking donations, posting volunteer needs and taking online gala and event registrations. In our study of a sample 22 nonprofits who participated in training from 2007 to 2010, fundraising increased 16% per year, surpassing our goal of 10% annual growth. PHOTOS: Jim and Scott Holdman of FundingLogic provide High Impact Fundraising Training. 12 13 LAUNCH OF Breakthrough Idea Challenge fosters innovations for health Dakota Medical Foundation is investing in the brightest new health ideas to accelerate breakthrough change. The nonprofit sector seldom has dollars available for risk-taking and experimentation with entrepreneurial ideas. Yet innovation is the most likely path to produce breakthroughs that conquer persistent health problems. We engage and challenge people and organizations to think bigger and bolder, and then supply the grant capital and guidance to explore new ideas and launch new ventures to tackle tough issues. In early 2012, as we celebrated our 50th Anniversary, we launched our Breakthrough Idea Challenge with the same spirit of our visionary founders. We set aside $500,000 to invest in ambitious, creative new ideas to remarkably improve the health of people in our region – or remove difficult hurdles that impact health and well-being. We received submissions from nonprofits, health organizations, medical experts and people of all walks of life. Ideas submitted in 2012: 74 Dakota Medical Foundation will continue to seek fresh thinking and concepts on the frontiers of these focus areas: ideas to see that all people are able to obtain needed healthcare or medicine, particularly kids; recruiting and keeping welltrained physicians, nurses and other healthcare workers in rural areas; ways to vastly improve the impact of organizations producing healthy results for people of our region; and fitness, nutrition and healthy lifestyle innovations. “Only by doing things differently, in bold and innovative ways, can we create new outcomes and solve what today we may only treat.” Pat Traynor 15 DA KOTA M E D I CA L F O U N DAT I O N B U I L D S Center for collaborative teams to shape a healthier future In March 2013, Dakota Medical Foundation will open the doors of its new conference and meeting center at 4141 S 28th Avenue in south Fargo. “Great ideas come from convening great minds. Visionary thinking and powerful motivation will be inspired at retreats, conferences and health leader gatherings at our new building,” comments Dakota Medical Foundation President Pat Traynor. “Courageous thinking will help solve persistent, complex health problems we face – and help our region attain the greatest quality of life.” The building will be a high-tech conference and meeting center for engaging health leaders and other stakeholders. It will become a center for the Impact Institute to sharpen nonprofit leadership skills so that they can have exceptional impact. The Impact Institute helps nonprofits forge new strategies, develop peer networks and create organizations that better understand, meet and exceed the needs of their communities. An enthusiastic ground breaking celebration was held April 30, 2012, with directors, DMF founders, city officials, Chamber representatives, nonprofit directors, staff and other DMF friends. Our close partner Alex Stern Family Foundation committed to funding our boardroom, and Essentia Health donated the teaching kitchen in this facility. Building features: • 18,824 square feet with high-tech meeting facilities • Expected to draw 500+ nonprofit leaders in 2013 for professional development to expand their impact and improve results for people they serve • 1,500+ people expected to seek healthy lifestyle learning, attend board and project meetings and charity fundraisers • Conference center with town hall seating for 200, or 150 at round tables • 3 conference rooms and a boardroom for group strategy sessions • Teaching kitchen for healthy food preparation in a restaurant-quality, camera-equipped facility able to broadcast via the Internet • State-of-the-art telecommunications technology ends logistical challenges and connects local leaders with expertise from around the U.S. and globally • Best practices, proven strategies and new ideas can come to the table for solving major issues affecting our communities • Space for donor meetings with nonprofits and Dakota Medical Foundation experts in strategic giving so that donors can better navigate area nonprofits, social causes and breaking new ideas to adopt high-impact giving. This new gathering site creates space for idea-sharing to transcend old ways of thinking and achieve results through innovation, risk-taking and revolutionary problem-solving. It will foster more partnerships, more dialog and improved capacity to deliver results. 16 17 SPOTLIGHT ON Family HealthCare match grant success Family HealthCare in downtown Fargo began in 1990 with a health care site for the homeless at the Salvation Army. Now with more than 40,000 patient visits, it serves more than 12,000 people each year, primarily a low-income, culturally diverse population. In late 2012, Family HealthCare opened the doors to a new $15 million clinic in a renovated historic building at 301 NP Avenue. Its new state-of-the-art facility provides excellent primary care and dental services for adults and children, lifestyle medicine and homeless healthcare without barriers imposed by language or ability to pay. Family HealthCare features 30 medical exam rooms, 7 dental chairs, a demonstration kitchen, wellness center and pharmacy that dispenses nearly 80,000 prescriptions each year, including over $3.5 million in free and discounted medicines. Dakota Medical Foundation is proud to have provided technical assistance and invested $250,000 in match funding to kick off the building campaign that made this facility possible. Since 1996, DMF has invested over $1.6 million in building Family HealthCare’s growing capacity to serve. Family HealthCare is the only community health center within 100 miles and the only federally-funded homeless health program in North Dakota and western Minnesota. We congratulate the leaders and staff of Family HealthCare for their bold vision and determined spirit! We thank the many donors who have joined in making this tremendous community asset possible. Family HealthCare secured over $13 million in federal, city and local foundation grants, tax credits and private contributions. Our $250,000 in match funding kicked off local fundraising for the $1.6 million needed from community donors to build this valuable asset for the health of area people. 19 Our Staff Board of Directors Foundation Committees J. Patrick Traynor, J.D. President David Gibb Director of Finance Rory Beil Cass Clay Healthy People Initiative Director Jennifer Thompson, J.D. Deb Watne Director of Development Grants Director 20 Cindy Eggl Executive Assistant Bev Gravdahl Healthy Steps Outreach Manager Kim Palm Jeana Peinovich Grants Assistant Lend A Hand Director Executive David Clutter, M.D. Jay Eisenbeis Joel Haugen, M.D. Chris Kennelly, J.D. Susan Mathison, M.D. Curt Noyes Richard Vetter, M.D. Jon Wanzek Michelle Hogan Accounting Manager Tami Rust Strategic Communications Director Governance John Hicks, D.D.S. Chris Kennelly, J.D. Larry Leitner Fadel Nammour, M.D. Seth Novak Jerry Skjonsby Richard Vetter, M.D. Hope Yongsmith, M.D. Finance/Investment Jay Eisenbeis Tony Grindberg Sindy Keller Kevin Melicher, O.D. Curt Noyes Jerry Skjonsby Jon Wanzek Michael Warner Access to Healthcare/ Chronic Disease Prevention David Clutter, M.D. Bruce Domm, M.D. Joel Haugen, M.D. Walter Johnson, M.D. Debra Magnuson, B.S.N., R.N. Ann Malmberg, M.S., R.N. Donald Matthees, M.D. David Rostad, D.D.S. Jane Skalsky, R.N. Richard Vetter, M.D. Ron Wiisanen, M.D. Organizational Effectiveness/Leverage John Bertel Chris Kennelly, J.D. Susan Mathison, M.D. Eric Monson Nancy Slotten Amanda Thomas Michael Warner David Clutter, M.D. Jay Eisenbeis Joel Haugen, M.D. Sindy Keller Chris Kennelly, J.D. Larry Leitner Debra Magnuson, B.S.N., R.N. Susan Mathison, M.D. Fadel Nammour, M.D. Curt Noyes Jane Skalsky, R.N. Nancy Slotten J. Patrick Traynor, J.D. DMF President Richard Vetter, M.D. Chair Jon Wanzek Michael Warner David P. Rostad, D.D.S., completes service Dr. David Rostad has served on the Dakota Medical Foundation board and its committees for the past 15 years. He served on the Board of Directors from 1997 until 2007, and played a key role in the Foundation’s dental health initiatives. In addition to serving on the Nominating and Finance/Investment committees, Dr. Rostad was a member of the Grants committee from 2002 through 2012. We appreciate and honor his dedicated service. 21 Grants Improving health and access to healthcare, with a special emphasis on children ALS Association Minneapolis, MN $250 Julie Kottsick fundraising event in Fargo American Cancer Society Fargo, ND $2,000 Bras on Broadway fundraising event American Heart Association Jamestown, ND $300 Annual Heart Ball in Fargo Anne Carlsen Center Jamestown, ND $750 (2 grants) Health-related programs Arthritis Foundation St. Paul, MN $500 Fargo-Moorhead-West Fargo walking program Barnesville Public School Barnesville, MN $1,500 School wellness policy development and implementation Boys Scouts of America Northern Lights Council Fargo, ND $1,250 Healthy lunch at fundraising event $2,500 Camp medical and safety supplies Catholic Charities ND Fargo, ND $500 Guardianship Program CHARISM Fargo, ND $500 After school children’s programs Child Care Resource and Referral Moorhead, MN $15,000 ChildcareAlive! Let’s Move! campaign Children’s Dental Services Minneapolis, MN $10,000 School on-site dental services for children of low-income families in Fargo and Moorhead Churches United for the Homeless Moorhead, MN $500 (2 grants) Homeless healthcare services 22 Community Violence Intervention Center Grand Forks, ND $1,500 Rise and Shine for Peace fundraising event Epilepsy Foundation of MN St. Paul, MN $250 Stroll for Epilepsy fundraising event in Fargo Creative Care for Reaching Independence (CCRI) Moorhead, MN $250 Services for people with disabilities Essentia Health Regional Foundation Fargo, ND $3,700 Breast cancer fundraising event $2,405 Estate planning seminar $500 Health-related projects Cullen Children’s Foundation West Fargo, ND $2,500 Cully’s Kids fundraising event Davies High School Fargo, ND $800 Fundraising event support: camperships for students with muscular dystrophy $250 DECA Club Drop the Drugs poster campaign DMF Cass Clay Healthy People Fund Fargo, ND $2,000 Training costs for school recess supervisors DMF Lend A Hand Fargo, ND $6,000 (2 grants) Supports volunteer efforts to raise funds for people experiencing a medical crisis in Cass and Clay Counties $1,750 (4 grants) Contributions to the Giving Fund to help families DMF Mission Physician Fund Fargo, ND $2,000 Mission Physician Camp to recruit rural high school students to careers in medicine Family HealthCare Center Fargo, ND $3,500 (3 grants) Medical care for uninsured/underinsured Family Voices of ND Edgeley, ND $250 Support for parents of children with disabilities Impact Foundation Fargo, ND $220,000 Training programs for nonprofits FirstChoice Clinic Fargo, ND $1,500 Annual fundraising banquet $3,000 Educational resources and operations for pregnancy help program Impact Foundation – Cando Connection Fund Fargo, ND $500 Health programs FirstLink Fargo, ND $1,000 Annual breakfast fundraising event $500 Community Volunteer Appreciation Night $15,000 Program to support volunteerism Fraser, Ltd. Fargo, ND $500 Services for people with disabilities Fargo Air Museum Fargo, ND $300 Support for fundraising event Freedom Resource Center Fargo, ND $500 Appreciation luncheon Fargo Cass Public Health Fargo, ND $33,550 To place 15 AEDs with first responders in ND and MN $10,000 Cass-Clay school wellness policy project $4,000 Nurse-Family Partnership Program-Baby Steps Grace Lutheran School Fargo, ND $1,500 School wellness policy development and implementation Fargo Marathon Fargo, ND $500 Support for youth programming Fargo-Moorhead Opera Fargo, ND $500 Health-related programs DMF ND Academy of Family Physicians Endowment Fund Fargo, ND $2,000 Fargo Parent Teacher Association Fargo, ND $10,000 Healthy Lifestyle Initiative Dorothy Day House of Hospitality Moorhead, MN $150 Annual Soup Supper fundraiser Fargo Public Schools Fargo, ND $100 Wellness conference Emergency Food Pantry Fargo, ND $750 (2 grants) Operations First Lutheran Church Fargo, ND $2,000 Homeless & Hungry Program Fargo Youth Commission Fargo, ND $3,000 Planning grant First Care Health Center Park River, ND $1,350 (4 grants) Rural health services Grand Forks Public Health Department Grand Forks, ND $1,000 Worksite wellness programming Hannaford Community Center Hannaford, ND $500 Fitness center support Helping Enderlin Area Residents Thrive (HEART) Enderlin, ND $500 Elderly home visitation program $125 Support for fundraising event Healthcare Equipment Recycling Organization (HERO) Fargo, ND $2,500 Planning grant to expand medical equipment recycling services to Detroit Lakes, MN $250 Support for annual fundraising event John Paul II Catholic Schools Network Fargo, ND $1,500 School wellness policy implementation Impact Foundation – Power Fund Fargo, ND $250 Health programs Lake Region State College Devils Lake, ND $4,400 Tuition support for nursing faculty in graduate school Lakes Crisis & Resource Center Detroit Lakes, MN $5,000 Mental health services for victims of abuse Magic Wand Foundation Roswell, GA $5,000 Ultimate Life University scholarships for area students Make-A-Wish Fargo, ND $500 Match for Fargo Youth Commission fundraisers Migrant Health Services, Inc. Moorhead, MN $2,540 Prenatal education/vitamins for pregnant migrant farm workers MState Moorhead, MN $3,500 Long-term care nursing workforce development MSUM Alumni Foundation Moorhead, MN $7,500 Nursing scholarships Moorhead Community and Technical College Foundation Moorhead, MN $6,000 Scholarships for students in health careers programs ND Association of Fundraising Professionals Fargo, ND $10,000 2011 Philanthropy conference $5,000 2012 Philanthropy conference ND Association of Nonprofit Organizations Bismarck, ND $250 Nonprofit Leadership Conference ND Caring Foundation, Inc. Fargo, ND $165,000 ND Worksite Wellness Initiative $1,000 Worksite wellness programming ND Community Foundation Bismarck, ND $1,000 Mikey’s Women’s Wellness Expo in Fargo ND Roughrider Health Promotion Association Bismarck, ND $2,500 Health conference for school personnel ND Scottish Rite Children’s Language Center Fargo, ND $500 Free speech therapy services for underserved children ND State College of Science Wahpeton, ND $5,000 Tuition support for nurse faculty in graduate school ND State College of Science Foundation Wahpeton, ND $10,000 Dental technology ND State Hospital Jamestown, ND $1,000 Worksite wellness programming North Dakota State University Fargo, ND $7,500 Nursing scholarships $6,500 Student Volunteerism Program Muscular Dystrophy Association Fargo, ND $500 Healthy snacks at camp for people with muscular dystrophy 23 Match Grants NDSU Center For Social Research Fargo, ND $10,000 Community Health Needs Assessment NDSU Development Foundation Fargo, ND $500 BisonArts Gala NDSU Research and Technology Park Fargo, ND $500 Entrepreneurship Academy and Innovation Week New Life Center Fargo, ND $5,500 (2 grants) Services to homeless people Northlands Rescue Mission Grand Forks, ND $600 Support for fundraising event Oak Grove Lutheran School Fargo, ND $2,250 (2 grants) School wellness policy development and implementation $500 Healthy school lunch program Pioneer Memorial Care Center Erskine, MN $250 Long-term care services Pray for Gray Fargo, ND $500 Support for fundraising event for people with brain tumors Rape and Abuse Crisis Center of Fargo-Moorhead Fargo, ND $3,000 (5 grants) Services for victims of abuse $5,000 Support for Summit to Prevent Domestic and Sexual Violence Red River Children’s Advocacy Center Fargo, ND $3,545 (7 grants) Services for child abuse victims Red River Valley Asperger-Autism Network Fargo, ND $250 Autism Ride fundraising event Red River Valley Dental Access Project Fargo, ND $500 Free or low-cost dental care for uninsured/underinsured River Keepers Fargo, ND $500 Water quality monitoring Ronald McDonald House Charities of the Red River Valley Fargo, ND $1,400 (4 grants) Homelike accommodations for families of hospitalized children The Outdoor Adventure Foundation Fargo, ND $500 Supporting events for people with disabilities Match grants provide a means by which Dakota Medical Foundation partners with others to leverage existing investments and improve healthcare access for people of our region. By providing matching funds, we are issuing a challenge to individuals and organizations to donate to a health-related program. The Social Connextion Moorhead, MN $500 Services for people with disabilities Barnesville Area Helpers Barnesville, MN $6,000 Elderly home visitation programs – Barnesville, Rothsay, Frazee, and Pelican Rapids Helping Enderlin Area Residents Thrive (HEART) Enderlin, ND $4,000 Elderly home visitation program Red River Children’s Advocacy Center Fargo, ND $15,000 Services for child victims of abuse Bluestem Center for the Arts Moorhead, MN $10,000 STAR Program for students at-risk Healthcare Equipment Recycling Organization (HERO) Fargo, ND $7,500 Healthcare equipment recycling program Red River Valley Dental Access Project Fargo, ND $12,000 Free or low-cost dental care for uninsured/underinsured HOPE, Inc. Moorhead, MN $7,500 Services for children with disabilities RiverView Health Foundation Crookston, MN $10,000 Donor initiatives benefitting RiverView Impact Foundation – Fill the Dome Fargo, ND $2,500 Ronald McDonald House Charities of the Red River Valley Fargo, ND $5,000 Homelike accommodations for families of hospitalized children The Village Family Service Center Fargo, ND $750 Wine & Dine fundraising event $300 Bowl for Kids Sake fundraising event St. Aloisius Medical Center Harvey, ND $7,500 Online employee education system TNT Kid’s Fitness and Gymnastics Academy Fargo, ND $750 (2 grants) Children’s physical activity programming St. Gerard’s Community of Care Hankinson, ND $5,500 Fundraising consulting services $5,000 Adaptive beds project Ulen-Hitterdal Public School Ulen, MN $1,500 School wellness policy development and implementation St. Gianna’s Maternity Home Minto, ND $250 Support for at-risk pregnant women United Way of Cass-Clay Fargo, ND $5,000 Success By 6 and 35 Under 35 programs The Salvation Army Fargo, ND $4,000 (2 grants) Summer food program $1,000 Match for 2011 Realtor Red Kettle Bell Ringing $2,000 Match for 2012 Realtor Red Kettle Bell Ringing UND Alumni Association and Foundation Grand Forks, ND $500 Support for fundraising events South Central Adult Services Council, Inc. Valley City, ND $5,000 Fargo Prescription Assistance Program occupancy costs $100,000 Prescription Assistance Program-Fargo/Valley City SouthEastern North Dakota Community Action Agency (SENDCAA) Fargo, ND $100,000 Children’s Consultation Network – Year 5 Special Olympics ND Grand Forks, ND $500 Program support UND College of Nursing Grand Forks, ND $7,500 Nursing scholarships Valley Senior Services Fargo, ND $3,000 Northern Plains Conference on Aging and Disabilities YMCA of Cass and Clay Counties Fargo, ND $2,876 7 Mindsets Training $500 Program support for health-related activities YWCA Cass Clay Fargo, ND $500 Emergency shelter services for homeless women and children $225 Women of the Year fundraising event CHARISM Fargo, ND $5,000 Youth development program Churches United for the Homeless Moorhead, MN $2,000 Homeless shelter services Community of Care Arthur, ND $5,000 Elderly home visitation program Community Violence Intervention Center Grand Forks, ND $5,000 Emergency shelter services for homeless women and children Creative Care for Reaching Independence (CCRI) Moorhead, MN $5,000 Transportation for clients Essentia Health Regional Foundation Fargo, ND $100,000 New foundation seed funding Grand Forks Parks and Recreation Foundation Grand Forks, ND $20,000 Kid’s Zone exercise area Handi-Wheels Transportation, Inc. Fargo, ND $5,000 Transportation for persons with physical disabilities Impact Foundation – Support Our ND Veterans Fund Fargo, ND $5,000 Lakes and Prairies Community Action Moorhead, MN $4,239 Health and wellness program Mercy Hospital Valley City, ND $6,000 Faith in Action elderly home visitation program ND Caring Foundation, Inc. Fargo, ND $15,000 Caring for Children health coverage program ND Elks Association Jamestown, ND $7,500 Elks Camp Grassick, a camp for persons with disabilities ND Scottish Rite Children’s Language Center Fargo, ND $2,500 Free speech therapy services for underserved children Rape and Abuse Crisis Center of Fargo-Moorhead Fargo, ND $10,000 Services for victims of abuse 24 SADD Hillsboro, ND $2,500 Healthy lifestyles programming for youth St. Gerard’s Community of Care Hankinson, ND $5,000 Adaptive beds for residents Third Street Clinic Grand Forks, ND $5,000 Health services for low-income individuals TNT Kid’s Fitness and Gymnastics Academy Fargo, ND $5,000 Outreach fitness for children with special needs YMCA of Cass and Clay Counties Fargo, ND $17,500 Fitness program scholarships for underserved youth YWCA Cass Clay Fargo, ND $10,000 Emergency shelter services for homeless women and children 25 Giving Hearts Day Health Program Support Dollar amount is DMF match and incentive grants, not dollars raised online. Giving Hearts Day Together, Dakota Medical Foundation and Impact Foundation organize and promote a powerful Giving Hearts Day to invigorate community charitable giving and create an influx of donations for regional charitable organizations through a one-day give-a-thon. We hosted the first Giving Hearts Day in 2008, and charities raised $325,000 online at impactgiveback.org. Donations topped the million-dollar mark in 2011 and we were ecstatic when they soared a staggering 40 percent in 2012: on February 14, gifts totaling $1.6 million in over 10,850 individual Amercian Red Cross Fargo, ND $4,000 Anne Carlsen Center Jamestown, ND $4,500 donations for 140 charities were received in the 24-hour period. Dakota Medical Foundation provided up to $4,000 in matching funds to qualifying health organizations and incentive grants to the top seven fundraisers. Together with other match grant partners, $504,207 in matches and incentives were provided to Giving Hearts Day participants by DMF and other community donors. Bluestem Center for the Arts Moorhead, MN $4,000 CHARISM Fargo, ND $4,000 Churches United for the Homeless Moorhead, MN $5,500 Since 2008, Dakota Medical Foundation has provided $2.4 million in match and incentive funding, and another $4.7 million has been raised in Giving Hearts Day online donations at impactgiveback.org. Total raised online Total individual donations DMF match & incentive funds $325,000 1,450 $165,266 $701,000 3,350 $285,000 2010 2011 2012 $882,000 5,350 $285,000 $1,165,386 7,089 $320,551 $1,631,000 10,850 $318,008* Rape and Abuse Crisis Center of Fargo-Moorhead Fargo, ND $4,500 HOPE, Inc. Moorhead, MN $4,000 Red River Children’s Advocacy Center Fargo, ND $4,500 RiverView Health Foundation Crookston, MN $14,000 Creative Care for Reaching Independence (CCRI) Moorhead, MN $4,500 Lakeland Hospice and Home Care Fergus Falls, MN $4,000 Ronald McDonald House Charities of the Red River Valley Fargo, ND $5,000 Cullen Children’s Foundation West Fargo, ND $4,000 Lakes Crisis & Resource Center Detroit Lakes, MN $4,000 St. Gerard’s Community of Care Hankinson, ND $4,500 Dorothy Day House of Hospitality Moorhead, MN $4,000 Lutheran Social Services of ND Fargo, ND $4,000 The Village Family Service Center Fargo, ND $4,000 FirstChoice Clinic Fargo, ND $25,000 Healthcare Equipment Recycling Organization (HERO) Fargo, ND $4,000 John Paul II Catholic Schools Network Fargo, ND $4,000 First Care Health Center Park River, ND $4,000 2009 Prairie Learning Center Foundation Raleigh, ND $4,000 Cooperstown Medical Center Foundation Cooperstown, ND $4,000 Family HealthCare Center Fargo, ND $4,000 2008 Helping Enderlin Area Residents Thrive (HEART) Enderlin, ND $4,500 Impact Foundation – Support Our ND Veterans Fund Fargo, ND $1,357 Faith in Action Northern Plains Cavalier, ND $4,000 Prairie Harvest Human Services Foundation Grand Forks, ND $3,599 Community of Care Arthur, ND $4,000 Essentia Health Regional Foundation Fargo, ND $4,000 Giving Hearts Day fundraising success by regional nonprofits Grand Forks Parks and Recreation Foundation Grand Forks, ND $4,000 Nelson County Health System Foundation McVille, ND $4,000 ND Autism Center Fargo, ND $5,500 ND Caring Foundation, Inc. Fargo, ND $4,000 ND Elks Association Jamestown, ND $4,000 Red River Valley Dental Access Project Fargo, ND $4,000 Third Street Clinic Grand Forks, ND $4,000 TNT Kid’s Fitness and Gymnastics Academy Fargo, ND $9,000 YMCA of Cass and Clay Counties Fargo, ND $4,000 YWCA Cass Clay Fargo, ND $11,500 ND Scottish Rite Children’s Language Center Fargo, ND $4,000 FirstLink Fargo, ND $4,000 Northwood Deaconess Health Center Northwood, ND $4,000 Fraser, Ltd. Fargo, ND $7,000 Oak Grove Lutheran School Fargo, ND $19,500 While we do not list Giving Hearts donations from individuals due to space constraints, we are truly grateful for all gifts made. Incentive Grants Humane Society Fargo-Moorhead Fargo, ND $1,000 Impact Foundation – Cando Connection Fund Fargo, ND $500 *DMF match; does not include matches provided by other community donors. 26 27 Named Funds Named Funds enable donors to establish a fund at the Foundation and recommend grants from their fund to qualified health-related charitable organizations. The recommendations are non-binding; however, the Foundation gives each recommendation full consideration, provided that the suggested recipient is eligible to receive such a grant. The Foundation oversees administration of the fund, allowing the donor to focus on developing strategies to achieve the greatest possible impact. At this time, the Foundation does not charge to administer these funds. Altru Health System Foundation Grand Forks, ND $1,000 Support for NICU – Kevin and Courtney Ritterman Family Charitable Fund American Cancer Society Fargo, ND $500 Relay for Life – Rural Cass County – Casselton Community Foundation Medical Fund Casselton United Methodist Church Wheatland, ND $1,000 Health-related support for children in Casselton, ND – Sinner Bresnahan Healthy Kids Initiative Fund Central Cass School District Casselton, ND $2,000 Health-related support for children in Central Cass School District – Sinner Bresnahan Healthy Kids Initiative Fund CHARISM Fargo, ND $5,000 General operating support – Larry and Julie Leitner Family Fund $1,000 General operating support – Goldmark Charitable Fund Churches United for the Homeless Moorhead, MN $1,000 General operating support – E and S Charitable Fund Community of Care Casselton, ND $2,000 Support for medical needs in rural Cass County – Casselton Community Medical Foundation Fund 28 Community Violence Intervention Center Grand Forks, ND $2,000 General operating support – Kevin and Courtney Ritterman Family Charitable Fund $2,000 (2 grants) General operating support – Robert and JoAnn Vollrath Family Charitable Fund Concordia College Moorhead, MN $1,500 Student scholarship in a health-related field – Dr. Kevin and Jean Melicher Family Fund Cullen Children’s Foundation West Fargo, ND $74,834 Children’s health-related activities – Kid’s Health Fund DMF Lend A Hand Fargo, ND $1,000 Support for medical crisis; Harley Smith Benefit Fund – E and S Charitable Fund Emergency Food Pantry Fargo, ND $1,000 General operating support – E and S Charitable Fund Fargo Public Schools Fargo, ND $134,283 RTI-B Tier III training for staff working with students with challenging behaviors – Region VI CSCC Fund FirstChoice Clinic Fargo, ND $3,500 (2 grants) General operating support – Dr. Walter and Renee Johnson Family Fund $2,000 (2 grants) General operating support – E and S Charitable Fund Grand Forks Family Medicine Residency Grand Forks, ND $8,500 Support for Mission Physician summer camp – Mission Physician Fund Grand Forks Parks and Recreation Foundation Grand Forks, ND $25,200 (2 grants) Support for Grand Forks Choice Health and Wellness facility – Mark E. and Trish Paulson Family Charitable Fund $14,400 (3 grants) Support for Grand Forks Choice Health and Wellness facility – Robert and JoAnn Vollrath Family Charitable Fund $13,000 (2 grants) Support for Grand Forks Choice Health and Wellness facility – Jayant and Rohinee Damle Family Charitable Fund $12,000 (2 grants) Support for Grand Forks Choice Health and Wellness facility – Kevin and Courtney Ritterman Family Charitable Fund HOPE, Inc. Moorhead, MN $500 Support health-related programs for children with disabilities – Sinner Bresnahan Healthy Kids Initiative Fund Impact Foundation Fargo, ND $10,000 Fill the Dome – Doug Burgum Family Fund $1,000 Venture Youth Alliance – Doug Burgum Family Fund Jeremiah Program Fargo, ND $5,000 General operating support – Dr. David and Janice Glatt Family Fund $1,000 General operating support – Dr. Susan Mathison and Steven Johnson Family Fund Martin’s Lutheran Church Casselton, ND $4,000 (2 grants) Health-related support for children in Casselton, ND – Sinner Bresnahan Healthy Kids Initiative Fund North Dakota State University Fargo, ND $5,000 Nursing scholarships – Hauge Memorial Fund $3,000 Two $1,500 student scholarships in a health-related field – Dr. Kevin and Jean Melicher Family Fund NDSU Development Foundation Fargo, ND $5,000 Health-related support for the Bison Athletics Complex – Dr. Kevin and Jean Melicher Family Fund $1,500 Student scholarship in a health-related field – Dr. Kevin and Jean Melicher Family Fund Rape and Abuse Crisis Center of Fargo-Moorhead Fargo, ND $2,000 General operating support – Rust Sales, Inc. Charitable Endowment Fund Red River Valley Dental Access Program Fargo, ND $10,000 Urgent Care Walk-in Dental Clinic – Doug Anderson Family Fund $10,000 Urgent Care Walk-in Dental Clinic – Swanson Health Products Healthy Community Fund St. Gianna’s Maternity Home Minto, ND $15,000 (2 grants) General operating support – Jon and Lori Wanzek Family Fund $6,000 (2 grants) General operating support – Dr. Walter and Renee Johnson Family Fund $3,000 (3 grants) General operating support – E and S Charitable Fund SouthEastern North Dakota Community Action Agency (SENDCAA) Fargo, ND $17,350 (2 grants) Support for Children’s Services Coordinating Committee (CSCC) – Region V CSCC Donor Advised Fund aka Joining Hands for Kids Fund Specialisterne Minnesota Hanover, MN $2,500 To support a technology training program for individuals with autism in the FM area – Dr. Susan Mathison and Steven Johnson Family Fund United Way of Cass-Clay Fargo, ND $1,000 YWCA women’s shelter – Dr. Kevin and Jean Melicher Family Fund UND Alumni Association and Foundation Grand Forks, ND $2,000 Scholarship for medical student – Mack V. Traynor, M.D., Family Endowment Fund $2,000 Scholarship for medical student – Robert G. Rogers, M.D., Scholarship Fund YWCA Cass Clay Fargo, ND $5,000 General operating support for the emergency shelter – Goldmark Charitable Fund Red River Youth for Christ Fargo, ND $2,000 Support for youth health programming – Goldmark Charitable Fund Ronald McDonald House Charities of the Red River Valley Fargo, ND $500 General operating support – Dr. Walter and Renee Johnson Family Fund 29 Employee/Member Match Grants DMF’s Board of Directors established the Employee/Member Match program to encourage employees and members to partner with DMF in financially supporting important health-related programs in our region. All funds awarded become grants that the Foundation actively manages and monitors to ensure the dollars invested are having the desired impact. NOTE: Employees/members do not accept solicitations for grants. American Heart Association Jamestown, ND $250 MState Moorhead, MN $600 Anne Carlsen Center Jamestown, ND $1,200 (3 grants) MSUM Alumni Foundation Moorhead, MN $500 Boys and Girls Club of Detroit Lakes Detroit Lakes, MN $250 ND Caring Foundation, Inc. Fargo, ND $1,200 (2 grants) CHARISM Fargo, ND $1,750 (3 grants) ND Elks Association Jamestown, ND $750 (2 grants) Churches United for the Homeless Moorhead, MN $2,500 (2 grants) ND Scottish Rite Children’s Language Center Fargo, ND $500 Community of Care Aurthur, ND $500 Concordia College Moorhead, MN $1,000 Cullen Children’s Foundation West Fargo, ND $24,000 (4 grants) Emergency Food Pantry Fargo, ND $1,200 (3 grants) Essentia Health Regional Foundaton Fargo, ND $3,300 (8 grants) FirstChoice Clinic Fargo, ND $2,450 (7 grants) FirstLink Fargo, ND $750 (2 grants) Healthcare Equipment Recycling Organization (HERO) Fargo, ND $2,500 (2 grants) HOPE, Inc. Moorhead, MN $500 John Paul II Catholic Schools Network Fargo, ND $700 (2 grants) Lakes Crisis & Resource Center Detroit Lakes, MN $500 Lisbon Area Health Services Lisbon, ND $250 Lutheran Home of the Good Shepherd New Rockford, ND $500 30 North Dakota State University Fargo, ND $5,800 (3 grants) Rape and Abuse Crisis Center of Fargo-Moorhead Fargo, ND $1,450 (4 grants) Red River Children’s Advocacy Center Fargo, ND $3,950 (8 grants) Red River Valley Dental Access Project Fargo, ND $4,850 (6 grants) Ronald McDonald House Charities of the Red River Valley Fargo, ND $4,500 (3 grants) The Salvation Army Fargo, ND $4,250 (6 grants) St. Gerard’s Community of Care Hankinson, ND $500 St. Gianna’s Maternity Home Minto, ND $2,300 (2 grants) St. Joseph’s Area Health Services Foundation Park Rapids, MN $1,000 TNT Kid’s Fitness and Gymnastics Academy Fargo, ND $1,750 (4 grants) Lifetime Giving Societies April 1, 1999, through September 30, 2012 Dakota Medical Foundation honors supporters for their cumulative generosity with membership in the Foundation’s Lifetime Giving Societies. We recognize and express our deepest gratitude to all the Lifetime Giving members and thank you for investing in our mission. Champions $1,000,000+ Region V Children’s Services Coordinating Committee U.S. Dept. of Health and Human Services – Health Resources and Services Administration Visionary $500,000 - $999,999 The Robert Wood Johnson Foundation Innovators $250,000 - $499,999 City of Northwood, ND United Way of Cass-Clay, Inc. Benefactors $100,000 - $249,999 Alex Stern Family Foundation Cullen Children’s Foundation Terry Cullen Don Goering Goldmark Phil and Dianna Hansen Noridian Mutual Insurance Company Noridian Mutual Insurance Company – Employee Contributions Region VI Children’s Services Coordinating Committee Jon and Lori Wanzek – Wanzek Family Foundation Founders $10,000 - $99,999 Anonymous Douglas Anderson Thomas Anderson Anne Carlsen Center Mike* and Julie Barner Bell State Bank & Trust Dr. Lance and Ruth Bergstrom BNC National Bank Border States Electric Supply Elaine Boucher BPO Elks No. 995 – Jamestown, ND Judge Paul and Mrs. Dorothy Brown Art* and Norene Bunker Doug Burgum Matt and JoAnn Butler Al and Sharon Carlson Casselton Community Medical Center Clay County, MN J. Michael* and Linda Collins Matthew and Bridget Cullen Dakota Specialty Milling Dr. Jayant and Rohinee Damle Dan’s SuperMarket Ishmael Diede Sheldon Ellig* Eyecare Associates Farmers Union Insurance First Care Health Center First Community Credit Union First Lutheran Church of Fargo First United Bank Florentina Herding Estate Forum Communications Company Gate City Bank Gladys Krinke Estate Grouser Products Dr. Brent and Maureen Holman Paul and Connie Horn Larry and Kathy Houser Jamestown Elkettes William and Marjorie Jensen Mark and Mary Johnson Dr. Walter and Renee Johnson Kenneth and Maxine Johnston Katherine Kilbourne Burgum Trust – Heartland Trust Company Dr. Michael and Sarah Keim Dr. Thomas and Mary Kay Kempf Dr. Emmet and Diane Kenney Harlan Klefstad LaMoure Community Development Corporation Doug and Sally Larsen Larry and Julie Leitner Dale Lian Dr. William Mann Dr. Susan Mathison and Steven Johnson Dr. Donald and Jane Matthees Dr. James and Margo McCulley McDonald’s – Red River Valley Coop. Dr. Kevin and Jean Melicher Microsoft Matching Gifts Program Dr. Fadel and Heidi Nammour National Children’s Alliance Robert Nelson Dr. Stephen and Jane Nelson Dr. Alonna Norberg Dr. Jon Norberg North Dakota Academy of Family Physicians North Dakota Academy of Family Physicians Foundation North Dakota Association of Telephone Cooperatives North Dakota Department of Human Services North Dakota Veterans Medical Education Foundation Mary Odegaard Old Lutheran, Inc. Otter Tail Power Company Gary and Lyla Paulson Mark and Trish Paulson Pepsi Americas, Inc. Dorothy Prafcke Prairie St. John’s Kenneth and LuAnn Regan Beatrice Ricke Kevin and Courtney Ritterman Helen Rogers Rust Sales, Inc. Dr. Casey and Beverly Ryan Scheel’s All Sports SEI Investments Sinner Bros. & Bresnahan Michael and Charleen Solberg Souris Valley United Way State Farm Mutual Automobile Insurance Company St. Joseph’s Community Health Foundation Swanson Health Products The City of Fargo Board of Education The Junior League of Fargo-Moorhead The Sheltering Arms Foundation The Tom and Frances Leach Foundation Turtle River Lions Club Robert and JoAnn Vollrath Sr. Donna Welder West Acres Development James Wieland * Denotes donor is deceased. University of North Dakota Grand Forks, ND $1,200 (2 grants) YWCA Cass Clay Fargo, ND $16,300 (7 grants) 31 Recognizing Donors Fiscal Year 2012 Giving List (October 1, 2011, through September 30, 2012) DMF AED Initiative Fund Darold and Judy Peterson Peterson Mechanical, Inc. DMF General Health Fund Dr. William and Jane Bond In Memory of Sylvia Hansen and Gordon Halcrow David and Janet McNair Park Co. Realtors In Memory of Michael Mullaney Tim Pederson Jerald Reinhardt Peter Thoreen and Janet Marshall-Thoreen Jean Wightman In Memory of Kay Leclerc DMF Lend A Hand Initiative Anonymous Alex Stern Family Foundation Candice Allar Roger and Elizabeth Anda David Bang Richard Barnett Bell State Bank & Trust Penny Betteen BlackRidge Bank The City of Fargo Board of Education Jeff Brunsberg Rick and Jodi Buchholz LeRoy and Marvita Busching Cabinetmakers, Inc. Catalyst Medical Center Cole Papers, Inc. Terri Collins Cullen Children’s Foundation Trisha DeSautel Dilworth Loco Ladies Lions Club Kathy DuCote Ellenson Caulking Jeff and Mary Erman Eyecare Associates Brianna Faul Matt and Lisa Faul Dan Fischer Flament-Ulman, Inc. FM Builders Exchange Josh and Jenna Frost Cody Furstenau Fusion Fabrication Gate City Bank General Equipment & Supplies, Inc. David and Jane Gibb In Memory of Keith Hanson Craig Geron Pamela Gruchalla Jeni Hansen Phil and Dianna Hansen 32 Ann Hawley Laurel Hawley Pat Hawley Hawley Volleyball Program Denise Herding Alan Himley Margaret Horne Timothy and Joanne Huckle Drs. Stanley and Godela Iverson Veena Iyer Jorin and Lynette Johnson Mark and Mary Johnson Johnson Controls – Blue Sky Involve Program Ryan and Jocelyn Kolle Jared Krieg Dwight and Becky Krueger Janelle Leiseth Magnum Electric, Inc. Troy Mallow David Markel Tim and Lorene Mathern Dr. Susan Mathison and Steven Johnson David and Janet McNair McNeilus Steel, Inc. Melberg Church Supply, Inc. Dr. Kevin and Jean Melicher In Memory of Orville E. Kelly, Gordon Hefta, Konnie Chaffee, Pat Forest, Kathleen Kvaale, Marven G. Tufte and Muriel Crocker Microsoft Matching Gifts Program Amy Mielke Alicia Miller Mobile Giving Foundation Mike Monson Perry Montplaisir Lyn Narum Karen Nelson Karna Nelson Pamela Nelson Gerald and Jane Noble Daniel and Sara Noreen Northern Improvement Company Trent Ochsner Larry and Linda Odegaard Olaf Anderson & Son Construction Co. Arland and Susan Olerud In Memory of Joshua Sirjord and Chase Christianson Donna Olson Jesse and Sarah Opsal Ron Paulson Sharon Pederson Joel Poole Leonard and Jenny Pulkrabek Red River Fabricating, Inc. Timothy and Catherine Rice Robert Gibb and Sons, Inc. Tami Rust Bjarne and Kathleen Rustad Alison Sandvik Miriah Sannes Bruce and Jody Saum Karen Schroeder Smashburger Marlene Smith Corey and Trisha Sorenson Stephenson Drywall & Lathing, Inc. Thomas and Stephannie Stiel Jaci Stofferahn Team Chip The Washington Post Company Matching Gifts Program J. Patrick and Jamie Traynor Mrs. Rita Traynor In Memory of Jean Wold Valley Landscaping Justin Walock Kevin Wangen Gary and Deb Watne Francine Webber Bob and Brenda Weisenberger Douglas and Melanie Wendel West Acres Development Paul and Susan Willard Grace Wolf In Memory of Justin Jay Wolf Troy and Mary Wolf Xcel Energy Foundation Matching Program Employer Match/Church/ Memorial Gifts Alexa’s Hope Microsoft Matching Gifts Program Mary Vigen In Memory of David Vigen American Red Cross Microsoft Matching Gifts Program FirstChoice Clinic Microsoft Matching Gifts Program John Paul II Catholic Schools Network Health Program Microsoft Matching Gifts Program Make-A-Wish Microsoft Matching Gifts Program Nokomis Childcare Center Microsoft Matching Gifts Program ND Autism Center Microsoft Matching Gifts Program ND Elks Camp Grassick Dr. James and Margo McCulley In Memory of Pete Hoge Dr. Lance and Ruth Bergstrom Family Fund Dr. Lance and Ruth Bergstrom Red River Children’s Advocacy Center DMF/Impact Staff Jeans Day Dr. Susan M. Mathison and Steven D. Johnson Family Fund Emily Deal Ronald McDonald House Charities of the Red River Valley Herby Lutheran Church ELCA Drs. Hope Yongsmith and Christian Albano Family Fund Drs. Hope Yongsmith and Christian Albano YMCA of Cass and Clay Counties Microsoft Matching Gifts Program E and S Charitable Fund Dr. Thomas and Mary Kay Kempf YWCA Cass Clay Microsoft Matching Gifts Program First Care Health Center Charitable Endowment Fund First Care Health Center Charitable Funds We host charitable funds at Dakota Medical Foundation so that donors can enjoy the tremendous rewards of focused giving, while DMF manages donations to qualified charitable organizations, tax and legal responsibilities and other oversight. A charitable fund can be established with a tax-deductible, irrevocable contribution of $20,000 or more. At this time, it is the Foundation’s practice not to charge expenses to administer these types of funds other than the direct costs of external investment management services. We recognize and appreciate the generosity of Charitable Fund donors listed below: 3 Boys Fund Matthew and Bridget Cullen Charitable Champions Fund Phil and Dianna Hansen Tim Pederson Doug and Sally Larsen Family Fund Doug and Sally Larsen Doug Anderson Family Fund Doug Anderson Robert and Carol Kratcha, Josh Jorgenson, Diane Smith, Di Stenso, Sam Jacobs, and Pam O’Neill Christmas Contribution in Honor of Doug Anderson Doug Burgum Family Fund Doug Burgum Tim Pederson Dr. Kevin and Jean Melicher Family Endowment Fund Dr. Kevin and Jean Melicher Goldmark Charitable Fund Goldmark Huntington’s Disease Northern Prairie Advocates Fund The Home Depot Foundation In Memory of Tania Poyzer Mark E. and Trish Paulson Family Charitable Fund Don Dvorak Gravel Marlene Dvorak Gregg Halverson Butch Riske Roger Woods ND Academy of Family Physicians Foundation Endowment Fund Dr. John Fishpaw ND Academy of Family Physicians ND Academy of Family Physicians Foundation Dr. Roger and Janet Schauer Pam Solseng Ovarian Cancer Endowment Fund Pat and Carla Bellmore Phil and Dianna Hansen Family Fund Phil and Dianna Hansen North Dakota Poultry Industries Thrivent Financial for Lutherans Fargo Chapter Impact Institute Program Fund Bell State Bank & Trust Jayant and Rohinee Damle Family Charitable Fund Dr. Casey and Beverly Ryan Jon and Lori Wanzek Family Fund Wanzek Family Foundation Katherine Kilbourne Burgum Fund Katherine Kilbourne Burgum Charitable Lead Unitrust – Heartland Trust Company Kevin and Courtney Ritterman Family Charitable Fund McKinnon Co., Inc. Mikkelson Consolidated Kevin and Courtney Ritterman Shawn and Ronna Schreiner Dan and Connie Syrup Kid’s Health Fund Terry Cullen Mack V. Traynor, M.D. Family Endowment Fund George E. Haggart Foundation, Inc. Julie and Mark Haugen Scott Holdman Mack V. Traynor, Jr. Estate Microsoft Matching Gifts Program Rita Traynor J. Patrick Traynor 33 Prairie St. John’s Mental Health Charitable Endowment Fund Anonymous Randy and Tammy Cook Tim and Lorene Mathern James Pfeifer Shannon Rieman Lori Schmidt Marilyn Schock The Bush Foundation Linda Zimmerman Robert and JoAnn Vollrath Family Charitable Fund David and Denise Britton Finest Auto Trim, Inc. Lonnie and Pam Laffen Allan and Bonnie Nipstad Kenneth and Arlene Paulson Laura Jane Paulson Wilbur and Barbara Stolt The Bun Lounge Robert and JoAnn Vollrath Rust Sales, Inc. Charitable Endowment Fund Rust Sales, Inc. Sinner Bresnahan Healthy Kids Initiative Fund Ellery and Jeanne Bresnahan Tom and Roxanne Bresnahan In Memory of Jamie Satrom Laurie Erickson Hope Lutheran Church/Foundation Brenda Hoye Lillians Maple River Grain and Agronomy A. Jane Sinner Hon. George and Jane Sinner Joseph and Therese Sinner Sinner Bros. & Bresnahan In Memory of Francis B. (Hans) Weber Jonathan and Amy Jo Warrey Swanson Health Products Healthy Community Fund Swanson Health Products Whitney Fund Mark and Pam Bourdon Dakotas United Methodist Foundation, Inc.– Gordon Endowment Lee Schwartz Rev. Marc and Dr. Linda Well Nagel DMF Member/Employee Matching Gifts Dakota Medical Foundation’s Board of Directors established the Member/Employee Matching Gift Program to encourage members and employees to partner with DMF in financially supporting health-related programs in our region. In fiscal year 2012, DMF members and employees contributed up to $4,000 to DMF and recommended that their gift, plus a DMF match, be granted to up to two approved DMF grant recipients, Donor Funds or Initiatives during the fiscal year (October 1 - September 30). All funds awarded under the Member/Employee program become grants that the Foundation actively manages and monitors to ensure the dollars invested achieve the desired impact. American Heart Association Dr. Dale Ernster Anne Carlsen Center Eric Monson J. Patrick and Jamie Traynor In Memory of Senator Tom Fischer Boys and Girls Club of Detroit Lakes Dennis Fuhrman ND Caring Foundation, Inc. Dr. Brent and Maureen Holman James and Jeana Peinovich Doug Anderson Family Fund Doug Anderson Dr. Fadel and Heidi Nammour Family Fund Dr. Fadel and Heidi Nammour Dr. Kevin and Jean Melicher Family Endowment Fund Dr. Kevin and Jean Melicher Dr. Lance and Ruth Bergstrom Family Fund Dr. Lance and Ruth Bergstrom Dr. Walter and Renee Johnson Family Fund Senator Mark and Mrs. Mary Andrews E and S Charitable Fund Dr. Thomas and Mary Kay Kempf Cass Clay Healthy People Initiative Dr. Joel and Debra Haugen In Memory of Lucille Grotelueschen Dr. Daniel and Lisa Ostlie Emergency Food Pantry Mark and Bonita Leier Dr. Kristina A. Schlecht Nancy and Dean Slotten CHARISM Dennis Fuhrman Larry and Julie Leitner Terry and Mary Beth Stroh Essentia Health Regional Foundation Robert and Georgia Bakkum Dr. Michael and Eleanor Briggs Dr. Greg and Cheryl Glasner Kalynn and Neal Larson Marty and Ann Malmberg Kevin and Mary Pitzer Randy Skalsky and Jane Skalsky, R.N. Churches United for the Homeless Dr. John and Christal Hutchison John and Liz Lyngstad Community of Care Barbara Burgum Concordia College Dr. Larry and Mary Leadbetter Cullen Children’s Foundation Dale Lian Kenneth and LuAnn Regan James Wieland DMF General Health Fund Drs. Stanley and Godela Iverson Peter and Ann Jacobson 34 DMF Lend A Hand Initiative Monique Andresen Dr. Bruce and Sharon Domm Dr. Susan Mathison - Catalyst Medical Center Jay and Kim Eisenbeis Roger and Nancy Gress Dr. Joel and Debra Haugen Marty and Ann Malmberg Randy Skalsky and Jane Skalsky, R.N. J. Patrick and Jamie Traynor In Memory of James R. McLaughlin, Armond Erickson, Donna Larson, and Jean Wold FirstChoice Clinic Drs. Steve and Therese Johnson Dr. Emmet and Diane Kenney Thomas and Betty Mausbach Dr. Thomas and Melissa Mohs Dr. Michael and Tracy Sheldon J. Patrick and Jamie Traynor Dr. Richard and Sharmae Vetter FirstLink Dr. Jeffrey and Joanne Knutson Judith Lee HOPE, Inc. M. Donald Larsen Impact Institute Kent Blickensderfer Eric Michel J. Patrick and Jamie Traynor North Dakota State University Drs. Hope Yongsmith and Christian Albano Timothy Flakoll Dr. Donald and Jane Matthees John Paul II Catholic Schools Network Health Program Nola and Shawn McNeally Dr. Thomas and Kimberly Noah Phil and Dianna Hansen Family Fund Phil and Dianna Hansen Jon and Lori Wanzek Family Fund Jon and Lori Wanzek – Wanzek Family Foundation Kid’s Health Fund Terry Cullen Lakes Crisis and Resource Center Dr. Clayton Jensen Lisbon Area Health Services Foundation Dr. Thomas and Melissa Mohs Lutheran Home of the Good Shepherd John and Patti Cosgriff Mack V. Traynor, M.D. Family Endowment Fund Dr. Dave and Denise Akkerman Cynthia J. Eggl In Memory of Theodore Swiontek Chris and Nan Kennelly J. Patrick and Jamie Traynor In Memory of Jennifer Gladden, Theodore Swiontek, Bob Stenehjem, Lucille Gallagher, Ludwig “Bud” Coleman, Josephine Martinson, and Orville E. Kelly Minnesota State University Moorhead Earl Magnuson and Debra Magnuson, B.S.N., R.N. Mission Physician Fund Dr. William Mann Dr. Richard and Sharmae Vetter MState - Moorhead Dr. John Hicks – State of Minnesota - MState Healthcare Equipment Recycling Organization (HERO) Dr. Mark Jensen and Leah Fujimoto Dr. Christopher and Mie Pierce Rape and Abuse Crisis Center of Fargo-Moorhead Dr. Jeffrey and Joanne Knutson Rob and Karla Lyngstad James and Jeana Peinovich Peter Stenehjem Red River Children’s Advocacy Center Forrest “Chip” and Kristi Ammerman Monique Andresen Dr. David and Linda Clutter Rob and Karla Lyngstad James and Jeana Peinovich Clifton and Karen Skjonsby John and Amanda Thomas Ronald McDonald House Charities of the Red River Valley Drs. Hope Yongsmith and Christian Albano Katrina Turman Lang and Darin Lang Dr. Thomas and Kimberly Noah The Salvation Army Dr. William and Jane Bond Erv and Linda Inniger M. Donald Larsen Dr. Jack and Bonnie Lind Dr. Gustav and Mary Staahl Dr. James and Sally Wagner TNT Kid’s Fitness and Gymnastics Academy Brian Dees and Dr. Jenifer Jones-Dees Drs. Steve and Therese Johnson Dr. Melissa McCulley – McCulley Optix Gallery University of North Dakota Dr. Bruce and Sharon Domm Timothy Flakoll Dr. Stacey and Jennifer Smith YWCA Cass Clay Brad and Sindy Keller John and Liz Lyngstad James and Jeana Peinovich Dr. Lori Scheel Nancy and Dean Slotten John and Amanda Thomas J. Patrick and Jamie Traynor * Denotes donor is deceased. Red River Valley Dental Access Project Dr. William and Jane Bond Peter and Katherine Haug Dr. John and Ginny Hicks Dr. Brent and Maureen Holman Dr. Daniel and MaryAnne Hunt Dr. David Rostad Rust Sales, Inc. Charitable Endowment Fund Rust Sales, Inc. St. Gerard’s Community of Care Dr. Duane and Kim Strand Norberg Family Fund Dr. Alonna Norberg St. Gianna’s Maternity Home Dr. Walter and Renee Johnson Nola and Shawn McNeally ND Elks Camp Grassick Anonymous Dr. Dale Ernster St. Joseph’s Area Health Services Foundation Dr. Larry and Mary Leadbetter ND Scottish Rite Children’s Language Center Dr. Michael and Tracy Sheldon 35 Special Recognition Awards Dakota Medical Foundation honors people and organizations who demonstrate exemplary leadership in maximizing health improvement results and/or strengthening nonprofit organizational capacity. 2012 2008 Star Awards Tracy Ekeren, HEART Paul Finstad, YMCA of Cass and Clay Counties Cheryl Harlow and Northern Plains Rail Services Linda Lembke and Sonya Fisher, Child Care Resource and Referral Star Awards First Care Health Center HOPE, Inc. Mary Ann Delisle, Nancy Leith and Mary Beth Traynor, Model School Nurse Program Carly Nelson, Angels of Courage Red River Valley Dental Access Program Guiding Star Award Joel Haugen, M.D. Star Collaboration Award Brent Holman, D.D.S. 2011 Star Awards Kent Bruun, RiverView Health Foundation Dr. Rick Buresh, Debra Laber and Lois Mauch, Fargo Public Schools William Mann, M.D., Wanda Cary and Heidi Collison, Mission Physician Star Collaboration Award Anna Frissell and the Board of Directors of Red River Children’s Advocacy Center 2010 Star Awards American Red Cross Joan Enderle, Go Red North Dakota The Salvation Army Timothy Mahoney, M.D. Holly Scott, Fargo Cass Public Health Star Collaboration Awards David Clutter, M.D., Linda Getz-Kleiman, M.D. and Nita Sherwin, Essentia Health Shawna Croaker, Children’s Consultation Network FirstLink Essentia Health Pediatrics Team 2009 2007 Star Awards Vicky Forster, Lidgerwood Ambulance Service Healthcare Equipment Recycling Organization (HERO) ND Department of Human Services, Healthy Steps Tri-College University, Nursing GiveBack Awards Rebecca Bakke Jim Brosseau, M.D. Senator Tom Fischer Senator Judy Lee Rep. Clara Sue Price Annual financial and investment report For the 12-month period ended 9/30/2012 The Foundation’s market value of its portfolio of cash and investments at September 30, 2012, increased to $91,032,016 from the September 30, 2011, balance of $85,051,373. The net change includes the effect of expenditures for grants, initiatives and other expenditures totaling $4,166,790. The Foundation’s composite return for the twelve months ended September 30, 2012, was a positive 12.1% compared with the prior year’s positive return of 3.4%. The improved return for 2012 is the result of improved market conditions and changes implemented to the portfolio structure in the first quarter of 2011 allowing for a more dynamic management of portfolio investments by the investment manager, permitting a quicker response to volatility in rapidlychanging market conditions. The Foundation’s board approved the construction of a new office building in 2011. The Foundation obtained a 10-year $4 million tax-exempt bond issue and committed approximately $1 million as an equity contribution to finance the building construction and equipment. Construction began in April 2012 and is expected to be complete by March 2013. Financial Facts FY 2012 FY 2011 Star Awards Becker County Human Services FirstChoice Clinic Red River Children’s Advocacy Center Cash and Investments Return on Investments $91,032,016 12.1% $85,051,373 3.4% Total Assets $93,497,240 $85,262,086 2005 Long-term Debt $1,619,272 $10,000 Star Awards Prescription Assistance Program RiverView Diabetes Center Valley Community Health Centers Revenues, Investment Income and Capital Gains (Losses) $10,367,881 $2,422,497 Functional Expenses Program Costs Operating Expenses $3,678,789 $482,579 $3,812,256 $480,867 Total Expenses $4,161,368 $4,293,123 (per FY 2012 audit) 2006 Lifesaver Awards Chief Chris Magness and Officer Sherry Nelson, Fargo Police Department Justin Schaub, YMCA Holly Scott, Fargo Cass Public Health Star Awards Lisa Faul, Caring for Children Program Kathy Hogan, Cass County Social Services Dan Mimnaugh, ND Elks Camp Grassick Patricia Patron, Family HealthCare Center Lifesaver Awards Mark Grothe, Wanzek Construction Gilbert Schumacher Jon Wanzek, Wanzek Construction 36 37 Purpose Dakota Medical Foundation is dedicated to measurably improving health and access to healthcare services, with a special emphasis on children. Vision Our vision is a region of the healthiest people able to access exceptional healthcare and lead vibrantly healthy lives. D F D A K O TA M E D I C A L F O U N D AT I O N 4152 30th Avenue South, Suite 102 Fargo, ND 58104 Address after March 1, 2013 4141 28th Avenue South Fargo, ND 58104 701.271.0263 www.dakmed.org This is a combined report of Dakota Medical Foundation and Dakota Medical Charities. Dakota Medical Charities exists to support the mission of Dakota Medical Foundation.
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