LEADING HEALTH IMPROVEMENT

BUILDING NONPROFIT SUCCESS

INVESTING IN BREAKTHROUGH INNOVATION

2015 Operations Overview DAKOTA MEDICAL FOUNDATION

TABLE OF CONTENTS

3 Our Vision

4 Letter from Leadership

6 Impact Institute

8 Giving Hearts Day

12 Spotlight: Giving Hearts Day Charity Profile

14 Lend A Hand

16 SchoolsAlive!

20 ChildcareAlive!

22 Charitable Fund Management

24 Historical Timeline

26 2015 Grants

33 Star Awards

34 Staff and Board

35 Annual Financial and Investment Report

2 OUR VISION: A REGION OF THE HEALTHIEST PEOPLE LEADING VIBRANTLY HEALTHY LIVES AND ABLE TO ACCESS EXCEPTIONAL HEALTHCARE

Dakota Medical Foundation leads changes in schools, childcares and in the community to create settings where healthy eating and physical activity are easy.

We’re shaping healthier habits and reversing the epidemic of childhood obesity. In turn, we’re We serve, support and partner preventing chronic diseases so this and future generations may lead long, healthy lives. with more than 400 nonprofit Our Lend A Hand program is helping prevent financial catastrophe caused by devastating organizations in almost 50 illness. We’re guiding community members as they stage highly successful benefit events so communities in North Dakota that families can afford travel and treatment expenses without fear of medical bankruptcy. and western Minnesota. Our partner Impact Institute teaches and coaches nonprofits to be exceptional fundraisers. With adequate resources, nonprofits are tackling hunger, operating hospitals, Since 1996, DMF has invested delivering dental care, keeping our elderly in their homes, expanding opportunities for the more than $83 million to operate physically challenged, addressing homelessness, preventing suicide – solving many issues initiatives and expand donor faced in our communities. and charity impact.

3 DAKOTA MEDICAL FOUNDATION

Too often, societal problems seem intractable: chronic diseases, homelessness, Message from childhood obesity, poverty, addiction, abuse.

Problems that are complicated, continually shifting and magnified by our region’s the President population growth won’t be solved with small grants or incremental solutions. As a foundation, we continually explore how we can have the greatest impact on & Chairman these issues, and we’ve decisively shifted our investment strategy in recent years to gain the fullest possible results.

A key shift came in 2005 when we invested in launching training programs to teach charities how to become exceptional fundraisers. We backed the teaching with coaching – one-on-one problem solving for charity leaders to troubleshoot their specific fundraising issues. The idea was to ‘teach nonprofits how to fish’ – raising their own money from passionate donors, rather than our foundation ‘feeding them for a day’ through small grants. This strategy for charities to grow in fundraising capacity would alleviate the first barrier to expanding impact: funding.

4 LETTER FROM LEADERSHIP

Since 2005, more than 350 nonprofits is leading a revolution to make Fargo- restored an asset to the region’s economy. have been trained and thousands from their Moorhead healthier for kids. Without Heartview invested over $100,000 in organizations are better equipped to tell intervention, our youngest generation faces improvements in the center which opened their mission stories and raise more money. shorter, sicker lives due to the epidemic of in August 2015. In its first four months, We followed Impact Institute and childhood obesity. it has already served 40 people with technical assistance with another supporting This leads to another key foundation important addiction recovery services. system: Giving Hearts Day, the region’s first strategy: convening nonprofits and Our Lend A Hand program passed a online giving day. It started with a small committed citizen groups in times when major milestone in 2015 by helping raise band of 38 charities who had participated our knowledge of the nonprofit sector, more than $10 million for community in fundraising training. It has become the our relationships with vital players or members in medical crisis since its launch region’s single most productive giving day our expertise with the health landscape in 2008. These dollars have prevented with 287 charities raising over $6.9 million in can advance impact. We all operate medical bankruptcy and been a source to 2015. Participation will exceed 330 in 2016. interdependently, and become more pay transportation and other costs related to More than $22 million has been raised since effective when issues are viewed in the health care. 2008 through 100,015 gifts to charities. aggregate, with alignment on the solutions. We’re fortunate for the visionary Our foundation resources are finite and In 2014, we worked with the Cando, physicians and community leaders who we looked to others, both in philanthropy N.D., hospital to restore an important formed Dakota Medical Foundation in the and the business sector, to help involve more health asset in North Dakota. Towner early 1960s. The foundation is no longer charities and more donors in the Giving County Medical Center found itself in the involved in direct hands-on delivery of care Hearts Day tide of giving. Bush Foundation, position of costly ownership of a building through a hospital, yet our assets continue Alex Stern Family Foundation, Gate City that once housed an addiction recovery to improve health and access to care in the Bank, Scheels and others have committed center, then defunct and standing vacant region. We boldly look to the future with extraordinary resources to move the needle since 2011. Together we worked to find a great energy and momentum. on this day. Evangelism by these partners, qualified organization to reinvent and build plus their financial resources for highly a sustainable operation. DMF provided a motivational incentives and funding to train $262,500 grant that would allow Heartview Pat Traynor across the region, have helped inspire new addiction recovery program based in President charities to come on board – a staggering Bismarck to purchase the facility and 40 or more annually in recent years. add 16 vital inpatient beds to chemical Dr. Richard Vetter People have heard this voice for charity dependency treatment options in North Board Chair and risen to give. Giving Hearts Day is now Dakota. Heartview Foundation is the most North Dakota’s giving day, also spanning experienced private nonprofit alcohol and much of northwestern Minnesota. drug treatment and education program

Generous Giving Hearts donors stock pantry shelves, keep rural hospitals ready with modern telemedicine, retain school nurse programs, give people with disabilities better quality of life, and answer health workforce gaps. Issues like hunger, homelessness and others are being addressed. The results are innumerable.

Dakota Medical Foundation continues in the region. Since 1964, Heartview has to make vital progress in the work of served over 27,000 patients and families. CassClayAlive! In concert with childcares, The organization had scrambled in schools and the community – involving recent years to meet a skyrocketing need 40-plus organizations – this initiative for more beds. In addition, these events

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FUNDRAISING RESULTS RISE WITH IMPACT INSTITUTE TEACHING AND COACHING Coaching helps leaders overcome some of charities’ biggest challenges

Nonprofit leadership can be difficult. Dakota Medical Foundation, with the They are also prepped for the second Rewarding, certainly, but difficult. support of Alex Stern Family Foundation, essential service of Impact Institute: “They need to know so much to launched Impact Institute in 2005. The coaching. In essence, they know what be effective – from managing services goal was to guide charities to become they’re building and the questions to ask. to human resources to marketing and exceptional at fundraising so they could Coaching comes from Holdman and Dave fundraising. They’re trying to balance many become self-sustaining, stronger and better Sena, a veteran of nonprofit work. It’s a responsibilities and what can seem like a at serving people of the region. At the same chance to troubleshoot problems, discuss never-ending succession of emergencies,” time, they would build large followings of barriers, dive deeper into techniques, dream says Scott Holdman, an Impact Institute people passionate for their causes, allowing about possibilities and forge action steps. trainer and coach. people to become fulfilled through giving. “There are many good webinars and Even in charities with development Nonprofits learn the flow of fundraising workshops on fundraising. They can be officers singularly dedicated to fundraising, and understand the nature of giving: small helpful in growing skills, but Impact Institute the burnout can be high. The average time gifts are raised by the organization’s “need has a more ideal approach of teaching a fundraiser stays at his or her job? Sixteen to have” and major gifts are raised by the then following up with solid guidance months, according to key industry researcher donor’s “need to give.” These principles each month through coaching. Rather than Penelope Burk. and others are anchored in a five-pillar learning fundraising one isolated topic at a There are many reasons: unrealistic framework for effective fundraising: telling the time, development directors learn a system expectations; lack of confidence to make organization’s story, attracting new donors, and get the one-to-one guidance to steer the ‘ask’; scarce time to manage donation sustaining steady resources through ongoing ahead after training,” says DMF President paperwork; too little resources to grow gifts, raising major gifts and guiding the Pat Traynor. development officers in specific fundraising process of bequests through the donor’s will. Every week, Holdman and Sena open subsets like major gifts, events and annual Training participants walk away more their calendars to meet individually with campaigns. In short, there is lack of purposeful and better-equipped to handle charity executive directors, fundraising agreement around what can be achieved their jobs. More importantly, they understand directors and board members. A decade with available resources. a fundraising framework or scaffolding into this give-and-take, these sessions At the same time, Holdman describes for managing the fundraising process and have shaped new answers to persistent fundraising as sacred work. Development an annual calendar. And they understand challenges and framed best practices. officers find themselves helping generous how to bring everyone in the organization Holdman and Sena are also connectors: people become part of causes carving out a together on to one team to strive for the they’ve helped charities form many fruitful brighter future. It can be richly rewarding. greatest return. partnerships with other charities, businesses, entrepreneurs and others who’ve been instrumental in raising charity results. “Fundraising training and coaching has provided the knowhow and resources to help us take the YWCA development system to the next level,” reflects YWCA Executive Director Erin Prochnow. “The beauty of their fundraising philosophy is that it provides a framework that can be customized for our agency, mission and approach. What makes this program so unique and helps nonprofits like the YWCA be more successful is individualized coaching based on our specific needs and goals.”

Training is essential to growing nonprofit development directors into these rewarding jobs. In 2015, the Impact Institute supported by Dakota Medical Foundation taught more than 250 from North Dakota and Minnesota in one-day fundraising workshops in Fargo, Bismarck and Minot.

6 IMPACT INSTITUTE

SCOTT HOLDMAN ON COACHING DAVE SENA ON COACHING

Scott has consulted with nonprofits nationally and developed the Dave began working at a Grand Forks homeless shelter in 1999. Funding Logic framework at the center of Impact Institute. He has Very quickly, he was managing the organization and heading interacted with hundreds of nonprofits and thousands of nonprofit its fundraising. Using what he learned from the Impact Institute leaders over the past decade. fundraising system, gifts grew from $300,000 to $1.2 million annually in 13 years under his leadership. Today, he coaches others.

Coaching starts with caring and genuine empathy for what it “takes to run organizations or raise money for a charitable cause. We help people in development know how to structure their Coaching sessions can be used to address thorny organizational “week, how to overcome the fear of asking for money, how to staff problems, bring greater board direction, clarify tactical problems their departments, stage better events, report impact and manage around fundraising events, improve donor conversations and more. donor data. We work with them to find answers to their smallest and Drawing on decades of knowledge, along with a tried and largest challenges in fundraising. It’s a safe place to explore virtually true framework, gives us the resources to delve into the heart of any question. development issues. After a few years and scores of sessions, I It’s vital to remind people why they went into fundraising or realized that it wasn’t entirely our fundraising knowledge, but our social enterprises to begin with. Renewing their passion helps them ability to help people sort through and solve problems that was overcome the inevitable frustrations associated with fundraising. creating the most value. Development officers are helping donors be heard and make We liberate people to discover and use their own voices, freeing sense of their own priorities and values. They help donors progress them from the pressure of thinking there is just one right way to do on their philanthropic journey as they make an impact on the world. a task. They don’t need to find a silver bullet. They don’t need to Gifts of charity aren’t mere financial transactions. They’re life model what they do after large organizations. Instead, they find experiences. We are stewards of these profound emotional moments. their own unique voice. In coaching, we celebrate every first – from the first ask to that Sessions often end with a sense of incredible release, and first $10,000 gift or $100,000 event. Every success changes people. sometimes hugs of joy. There is the occasional session with tears They become better at guiding donors and their organizations to from a hard decision that needed to be made or a weighty question realize goals together, hand-in-hand improving conditions related to that was lifted away for a brighter future.” health, poverty, disease prevention and quality of life.”

PROOF IS IN THE RESULTS Dakota Medical Foundation has studied the fundraising results of charities that received one-on-one coaching against a group of charities trained in its fundraising system, but not availing themselves of this opportunity. Charities that received consistent coaching raised an average 32 percent more on Giving Hearts Day 2015, compared to an 18 percent increase aggregate for all Giving Hearts Day charities. That’s a 14 percent bonus for those tapping into coaching.

The 54 charities that attended coaching for the 12 weeks leading up to Giving Hearts Day together raised $1.8 million.

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Giving Hearts Day

NORTH DAKOTA AND WESTERN MINNESOTA’S GIVING DAY

8 GIVING HEARTS DAY

For the eighth consecutive year, Giving Hearts $22.7 million raised Day donors set records in their outpouring of giving, a recognition of how their lives have since 2008 been touched by charities. Hospitals, senior programs, ballet and theater Partners/Sponsors $586,000 organizations, hospice, shelters, art museums, Donor Charity Matches $3.9 million universities: rarely a day goes by that a person DMF Matches/Awards $2.6 million isn’t touched by a nonprofit. Even the streets and Checks $5,000 & Greater $2.6 million sidewalks we traverse are made friendlier and more Online Donations $12.8 million accessible thanks to nonprofits working on access for all Americans. Vital work like this is the reason Dakota Medical Foundation and its co-hosts stage Giving Hearts Day, which now spans North Dakota and western Minnesota. The addition of charities in far-west Williston helped Giving Hearts Day 2015 achieve record growth: $6.9 million was raised, a 22 percent gain over 2014. Generous donors, propelled by the sense of urgency during the well-publicized 24-hour event, gave $4,645 per minute on impactgiveback.org to support charities they love. Impactgiveback.org was developed in 2007 by DMF and Impact Foundation. It quickly became the region’s best-known giving and volunteering website, today attracting 60,000+ visitors annually. Charities use it to showcase their work and post volunteer opportunities. DMF invests a substantial sum annually to improve the donor experience, provide robust features and reporting, draw people to the site and deliver strong website security. Impactgiveback.org is home plate for Giving Hearts Day. Giving Hearts Day charities have all participated Number of in Impact Institute training for year-round fundraising success, and take part in a Giving Hearts Day gear- donations up intensive training to prepare for this campaign. On Giving Hearts Day, a chorus of voices joined together with the Foundations’ marketing, creates a flood of compassion, awareness and donations. Giving Hearts Day is co-hosted by Impact Foundation and Alex Stern Family Foundation. Bush Foundation, based in St. Paul, Minn., has generously funded expansion of the event across North Dakota.

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GIVING HEARTS DAY HELPS CHARITIES REALIZE ENDLESS POSSIBILITIES OF WEALTH TRANSFER

Individual giving is the backbone of giving in America, consistently comprising about 80 percent of donations to charity. The remaining 20 percent comes from businesses and foundations. Dakota Medical Foundation has researched and found evidence that people of our region have an abundance to give. A DMF-commissioned wealth transfer study by Boston College’s Center of Wealth and Philanthropy found that from 2007 to 2061, an estimated 220,121 North Dakota estates worth $308 billion will be passed from the senior generation to heirs and charities. That amount will be trimmed by $38 billion in avoidable estate taxes and other costs.

In the North Dakota wealth transfer, $95 billion is forecast to transfer to charity.

Giving Hearts Day has been an important DMF investment as one strategy to help charities elevate awareness, grow donor relationships and tap into the generational transfer of wealth. At the same time, donors can avoid estate taxes by carefully planning gifts to the same nonprofits they’ve supported throughout their lifetimes. Endless possibilities are presented to charities and donors by planning this wealth transfer. Charities have invested extraordinary work to realize the giving potential of the wealth transfer, fulfilling donors and keeping homegrown dollars at work around their communities.

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Giving Hearts Day Health Program Support DMF match grants, awards and incentives to the listed charities amounted to $376,250 for 108 charities in 2015.

DMF MATCH GRANTS Essentia Health Ada* Lakeland Hospice Scottish Rite Legacy Children’s Ada, MN Foundation Children’s Language Foundation Altru Family YMCA Fergus Falls, MN Disorder Center – Fargo Fargo, ND Grand Forks, ND Essentia Health Fargo, ND Regional Foundation* Lakes Crisis & Minot Area Council Altru Health Foundation Fargo, ND Resource Center Special Olympics of The Arts Grand Forks, ND Detroit Lakes, MN North Dakota* Minot, ND Essentia Health St. Mary’s Grand Forks, ND American Diabetes Foundation - Detroit Lakes Lutheran Social Services Minot Public School Association Detroit Lakes, MN of North Dakota St. Gerard’s Foundation Fargo, ND Fargo, ND Community of Care* Minot, ND Family HealthCare Hankinson, ND American Heart Fargo, ND Mayville State MSUM Alumni Foundation Association* University Foundation St. John Paul II Moorhead, MN Jamestown, ND Family Voices of Mayville, ND Catholic Schools* North Dakota Fargo, ND ND FFA Foundation American Red Cross* Edgeley, ND ND Center for Nursing Bismarck, ND Fargo, ND Fargo, ND Sunshine Memorial Fargo-Moorhead Foundation ND Safety Council Anne Carlsen Center* Dorothy Day House Nelson County Grand Forks, ND Bismarck, ND Jamestown, ND of Hospitality* Health Services Foundation Moorhead, MN McVille, ND Third Street Clinic North Dakota Bethany Retirement Living Grand Forks, ND Hands & Voices Fargo, ND First Care New Life Center Fargo, ND Health Center* Fargo, ND TNT Kid’s Fitness Boys and Girls Club of Park River, ND & Gymnastics* Northland Christian the Red River Valley* Nokomis of The Village Fargo, ND Counseling Center Fargo, ND First Care Medical Family Service Center* Grand Forks, ND Services Foundation Fargo, ND UND College of Nursing & Cass County Rural Fosston, MN Professional Disciplines Opportunity Community Emergency North Dakota Grand Forks, ND Foundation, Inc. Food Pantry FirstChoice Clinic* Autism Center, Inc.* Williston, ND Casselton, ND Fargo, ND West Fargo, ND YMCA of Cass and Clay Counties* Park Christian School Catholic Charities FirstLink* North Dakota State College Fargo, ND Moorhead, MN North Dakota Fargo, ND of Science Foundation Fargo, ND Wahpeton, ND YWCA Cass Clay* PATH Fraser, Ltd.* Fargo, ND Fargo, ND CCRI, Inc.* Fargo, ND Northlands Rescue Mission Moorhead, MN Grand Forks, ND Red River Zoo Freedom Resource Center Fargo, ND CHARISM for Independent Living, Inc. Northwood Deaconess Neighborhood Fargo, ND Health Center INCENTIVE AWARDS Riverside Christian School Center* Northwood, ND AND PRIZES East Grand Forks, MN Fargo, ND Goetz Mental Wellness These charities received prizes for Initiative - Imagine Thriving Oak Grove Lutheran School* their exceptional fundraising or Ruth Meiers CHI Lisbon Health Fargo, ND Fargo, ND innovative giving campaigns. Hospitality House Foundation Bismarck, ND Lisbon, ND Great Plains Food Bank* Prairie Harvest 4H Foundation Fargo, ND Mental Health Fargo, ND Salvation Army CHI Mercy Health Grand Forks, ND Fargo, ND Foundation* Haley’s Hope* American Cancer Society Valley City, ND West Fargo, ND Prairie Learning Fargo, ND St. Joseph Catholic Center Foundation School – Devils Lake CHI Mercy Hospital of Handi-Wheels Raleigh, ND Bismarck Cancer Center Devils Lake, ND Devils Lake Foundation Transportation* Bismarck, ND Devils Lake, ND Fargo, ND Rape and Abuse Sleep Hollow Theater Crisis Center* Child Evangelism & Arts Park Churches United HEART Fargo, ND Fellowship of Bismarck, ND for the Homeless* Enderlin, ND Fargo/Moorhead Moorhead, MN Red River Children’s Fargo, ND The Arts Partnership HERO, Healthcare Advocacy Center* Fargo, ND CMC Foundation Equipment Recycling Fargo, ND ND Teen Challenge Cooperstown, ND Organization* Mandan, ND Trinity Health Foundation Fargo, ND Red River Valley Minot, ND Community of Care Dental Access Project* Homeward Arthur, ND HOPE, Inc.* Moorhead, MN Animal Shelter Trollwood Performing Arts Moorhead, MN Fargo, ND Moorhead, MN Community Violence Riding On Angels’ Wings* Intervention Center Jamestown Felton, MN Hospice of The Unseen Ministries Grand Forks, ND Regional Medical Red River Valley Fargo, ND Center Foundation RiverView Foundation* Fargo, ND Cullen Children’s Jamestown, ND Crookston, MN Valley Christian Foundation Independence, Inc. Counseling Center West Fargo, ND Kamp KACE Ronald McDonald House Minot, ND Fargo, ND Fargo, ND Charities of the Red Dakota Boys and River Valley* Jail Chaplains Valley Senior Services Girls Ranch* Kidder County Fargo, ND Fargo, ND Fargo, ND Fargo, ND Community Health Center Steele, ND Saint Gianna’s Lake Agassiz Women’s Pregnancy Center Elks Camp Grassick Maternity Home* Habitat for Humanity Grand Forks, ND Dawson, ND Lake Region State Minto, ND Moorhead, MN College Foundation Emergency Devils Lake, ND Sanford Health Lake Region Food Pantry* Foundation Hillsboro* Heritage Center Fargo, ND Hillsboro, ND Devils Lake, ND

* These charities also received awards for exceptional fundraising or innovative giving campaigns.

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Churches United for the Homeless

KEEPS FAMILIES INTACT, HOMELESS SAFE AND HEALTHY

It’s three days to payday when he realizes, with a sinking feeling, The homeless population in the Fargo-Moorhead area ranges that there isn’t enough to cover another night in the economy from 700 to 1,000 people on any given night. It has, according to motel. If they could just stretch a few more days, they might have the best estimates and surveys, nearly doubled over the past decade. a chance. Already juggling past-due bills, he worries about losing “We’re the only shelter within a 250-mile radius that, besides cell phone service and any chance of being notified when there individuals, houses families with two parents, or single dads with is desperately-needed overtime available. The kids need to eat. children,” says Babs Coler, development director for Churches There’s nowhere else to scrimp. Clothes and a handful of essentials United. “Where else is a single dad with a couple kids expected to are packed tightly into an aging car. If the family can’t sleep here go if he becomes homeless? One of our special missions is to keep tonight, where will they go? families intact.”

12 GIVING HEARTS DAY: SPOTLIGHT ON A CHARITY SERVED

Giving Hearts Day 2015 Churches United for the Homeless at move shelter residents into permanent Churches United raised: $160,517 1901 First Ave. North in Moorhead officially housing while getting them emotionally, New donors: 354 offers 68 beds: emergency shelter for 15 spiritually and physically healthy enough 40% of donors were new men, seven women, and eight families plus to succeed on their own. Within 72 hours, transitional shelter and group residential every person and family accepted is seen by Meals served in 2015: 57,000 housing for 17 chronically homeless men the shelter nurse and assigned a caseworker. People sheltered: 580+ and women. A Veterans Outreach section “Finding affordable housing is the major Average length of shelter stay: 53.8 days serves another five people. problem for the homeless,” Coler said. “But I can’t remember the last time we Fortunately, Churches United will begin had fewer than 80 people stay the night,” construction in 2016 on a 43-unit complex said Lisa Lipari, the community center for the homeless north of Cashwise Foods director at Churches United. “We make in Moorhead, close to the new Walmart That’s welcome news for Lavonda Taylor. room by turning offices, conference rooms, store on a 10-acre lot it bought last year. She, her disabled husband and five children even the laundry room into sleeping spaces. The three-story building will have fled Milwaukee because of the city’s rampant We can, with the city’s permission, safely 18 efficiencies, four one-bedroom, nine crime and gang violence. squeeze in 112 people by doing that. Still, two-bedroom, nine three-bedroom and “A car load of gang members fired 50 we turn people away.” three four-bedroom units. bullets into a home where we were having a The shelter was established in 1987 by The Minnesota Housing Finance Agency quiet family reunion, just because a woman a few local churches after a homeless man provided a $7.35 million loan for the stopping by wouldn’t talk with them on the froze on a parish stoop. Today, 58 churches project, which has been combined with street,” she said. “That city is no place to from Fargo, Moorhead and surrounding generous community support and funds raise kids.” communities play a major role in its from the Federal Home Loan Bank. The loan So she packed her family and came to mission: providing shelter and support in a could become a grant if the project satisfies Fargo because a cousin told her it was safe spiritual setting. certain conditions. and jobs were plentiful. They lived with With a $1.45 million budget, 14 full-time Homelessness, Coler said, is a complex her cousin for a while. When it didn’t work employees and additional part-time staff, social issue with immeasurable variables, out, they found themselves homeless, and Churches United is open around-the-clock from poverty and domestic violence to approached Churches United for shelter. every day of the year. Its kitchen serves three addiction, mental and physical disabilities, Like most days, Churches United was meals daily (two on weekends) to anyone the economy, and even medical bills. bursting at the seams. Yet the staff made room who walks in, homeless or not. Usually 100 “Very few people choose to be homeless,” by setting up six cots in the shelter’s small, stop by for lunch and 120 for supper. she said. “It’s stressful. And it can happen to living room-sized chapel for her seven- Fortunately, Lipari said, Churches United anyone, especially when so many families member family. “It’s crowded, yes, but it has generous community support, including are living from one paycheck to the next. works for now,” she said. “I’m just trying to more than 4,800 volunteers throughout the One thing you don’t hear much about is that, get a job and save enough to get out of here.” year, many from its member churches. on average, 40 percent of our adult residents Randy Schroeder once shared that same And that’s important, according to Coler, work at jobs. If they’re able, most are trying.” chapel with 21 other people on a cold winter “because homelessness is expensive.” night. Schroeder, who worked 22 years as Dakota Medical Foundation’s Giving a radio DJ and talk show host, fell into the Hearts Day is the organization’s largest homelessness abyss after a divorce, and a single fundraiser. “We’re one of the top surprising diagnosis that he had been living ten earning organizations. The foundation with a mental illness. “The staff here gave me also supports us with training and advice in a chance, helped me find a way out, and now how to market and administer a nonprofit I’m comfortable, living in a small apartment enterprise. We couldn’t do it without them.” on my own and now I’m working.” Churches United’s primary goal is to

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Jack Evavold suffered a life-threatening brain infection at age 14. A group of caring friends and family members, led by Michele Carney, worked with Lend A Hand to hold a benefit. The money raised allowed Jack’s family to focus on healing, not on medical expenses.

14 LEND A HAND

LEND A HAND LIGHTS THE WAY FOR SUCCESSFUL FUNDRAISERS TO HELP PEOPLE GET MEDICAL CARE AND ALLEVIATE CRIPPLING DEBT Volunteers find support and guidance from those who have walked their path

Randy and Kim Evavold’s youngest son, Jack, was born with only Lend A Hand gave us the focus to reach the end result successfully. one kidney and other internal organs reversed. Immediately after Without that it would have been very difficult,” she said. birth, Jack was airlifted to St. Paul Children’s Hospital for surgeries, Although Michele was the point person, she was surrounded by many of them over several months. Despite the obvious emotional an incredible group of individuals who were all leaders in and of and financial challenges to their family, Randy and Kim didn’t ask for themselves, she said. The group designated a “CFO” to handle all assistance. They just managed on their own. the finances, a marketing professional to be in charge of publicity, a As Jack grew, his medical needs decreased. He enjoyed a committee to solicit donations from the community and a craft and childhood largely free of medical intervention. The family continued decorating crew who styled everything from the silent auction items to be active in their community, regularly giving their time to help to the venue itself. others. All five Evavolds have been long-time volunteers at the “It was incredible how these people pulled together,” Michele Cullen Children’s Foundation’s “Cully’s Kids Celebrity Weekend.” said. “We had a committee of people that were each connected to It’s a family tradition. the family in some way but weren’t connected to each other. By the So when 14-year-old Jack found out his intense headaches end we were like family because we all had one purpose: to take were being caused by a life-threatening brain infection, it seemed care of this family.” like the entire community of Moorhead wanted to pitch in to help Jack Evavold’s benefit in January 2015 was wildly successful. the Evavolds. More importantly, he made a full recovery and is back at school. “We knew that this was going to take a tremendous toll on the “For a kid who had such a grim outlook, he’s a walking miracle,” family financially because both Kim and Randy had to take a long Michele said. “He’s got his driving permit. He’s a regular ninth time off from work to be with Jack. People were asking daily how grader. He’s got his chuckle back.” they could help,” recalls family friend Michele Carney. Michele now sees smiles instead of stress on the faces of Jack’s Michele knew right away that a benefit, supported by Lend A parents. She said, simply, “The benefit provided the needed results. Hand, would be the best way for the community to rally around the “I’d like to stand on the highest mountaintop and shout it. Lend A Evavolds. As a board member of the Cullen Children’s Foundation, Hand is an incredibly important resource. It’s amazing.” which provides grant funding to the Lend A Hand Kids program, Michele knew Lend A Hand would provide help with benefit planning and matching funds. Since 2008, Lend A Hand and community members have As offers of help poured in, the planning process became more partnered to raise more than $10 million to help 350 families cumbersome to manage. “When you get a lot of help, you get a lot of through benefit events and other giving campaigns. different viewpoints which are all good, but you need to stay focused. Forty-seven families were served by Lend A Hand in 2015.

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RECESS BUILDS FIT BODIES AND FIT BRAINS SchoolsAlive! Active Recess training gets kids healthy

When the doors burst open at Ed Clapp 40 short of the recommended amount for instructional designers and trainers for Elementary, a wall of sound and energy in children’s daily physical activity. SchoolsAlive!, a program of Dakota Medical the form of children surges into the crisp Building a better recess has a positive Foundation’s CassClayAlive! initiative. afternoon air and swarms into small groups. impact on the whole school day. What does a better recess look like? A It’s recess! Time for running, jumping, “In this age of Common Core, when supportive framework, with plenty of room swinging, climbing, scrimmaging, dancing we’re trying to improve test scores, we’re for individual choice. Recess supervisors and playing with friends. taking away activity when we should be are trained to use appropriate practices. For It’s easy to assume this controlled chaos adding it,” said Dr. Jenny Linker, assistant instance, games where kids get tagged “out” has nothing to do with learning. Not long professor of physical education teacher and then sit on the sidelines to watch are no ago, recess was simply considered a break education at North Dakota State University. longer occurring. Small-sided games, which – a chance for kids to blow off steam and “Every time you turn around, there’s a new allow more participation and less waiting, nothing more. But overwhelming research study reinforcing how physical activity are encouraged. Recess supervisors and tells us recess plays a very important role in benefits academic performance.” teachers are trained in fair team selection the school day, that muscle movement and The science behind those studies is clear: methods – so no one has to endure the increased heart rates have an effect on the an elevated heart rate pushes more oxygen humiliation of being picked last. brain and the way kids learn. That active into the brain, making students more alert Recess supervisors don’t wait for issues students are better learners. That 60 minutes and engaged. to come to them, they roam the playground of movement every day is vital to child Traditionally, recess has been a free-for- praising kids for good behavior. And there development. all unstructured time that allows for bullying, is consistency between classroom teachers, Children need movement. They need exclusion, conflict, and isolation for kids recess supervisors and PE teachers on what exercise. They’re not getting enough of it. who struggle socially. Those troubles march is allowed and not allowed. Rules are A study by the Robert Wood Johnson right into the classroom when the recess consistent between the classroom, gym and Foundation found that 42 percent of bell rings. playground. Students know what is expected American elementary school students “Supervising recess had been a reactive of them in every environment. Additionally, rely on recess for most of their daily job. There was no framework for keeping indoor recess strategies and suggestions are exercise. That’s more than they’re getting kids safe,” said Dr. Kristen Hetland, chair provided. As a result, numerous schools in physical education class or at home after of the physical education and health have added “indoor recess kits” to make sure school. But even recess has its limitations. department at Concordia College. Together, physical activity opportunities exist during It’s commonly only 20 minutes, falling Linker and Hetland are the physical activity inclement weather.

16 CASS CLAY ALIVE!

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LINKER AND HETLAND MET ONE ANOTHER AT A CASSCLAYALIVE! TASK FORCE FORMED TO GET KIDS MORE ACTIVE AND HEALTHY IN LOCAL SCHOOLS. THEY ROSE UP TO DESIGN METHODS TO BRING MORE PHYSICAL ACTIVITY INTO THE SCHOOL DAY. THE PAIR HAS BEEN SUPPORTED IN THEIR WORK BY DAKOTA MEDICAL FOUNDATION SINCE 2013.

18 CASS CLAY ALIVE!

Reforming recess can have a positive ripple effect throughout the school. Linker and Hetland have built a recess structure based on the 3-S philosophy: safety, skills, and success. It addresses physical and emotional safety, encourages participation, and uses social and inclusion skills to set students up for success, both physically and emotionally. “Our training gives recess supervisors strategies to be proactive. It shows them what to look for, and how to reward kids for good behavior,” Hetland says. “Recess supervisors have a niche, and they are important. They play a key role in child development. Beyond that, they are charged with overseeing one of the most dangerous parts of the school day,” Linker adds. Recess is an important part of a student’s day – too important to be taken away as a punishment for bad behavior or failure to complete homework. “Children that often times have behavioral issues are also the ones that need to move the most. If they are wound up, recess provides an opportunity to burn off some of that energy. If they are already misbehaving, and then not allowed to partake in recess, their behavior will likely spiral downward,” Linker said. Linker and Hetland met one another at a CassClayAlive! task force formed to get more activity into local schools. They rose up to design methods to bring more physical activity into the school day. The pair won innovation grants of $86,000 from Dakota Medical Foundation to develop their pioneering curriculum in 2014 and 2014 and continue to receive DMF support as they teach it. Started in 2012, Active Recess has trained over 600 school professionals primarily in the West Fargo, Fargo, and Moorhead districts, but also in surrounding communities such as Jamestown. During the 2015-2016 school year, Hetland and Linker have provided additional on-site observation and consulting to flagship schools such as Legacy Elementary, L.E. Berger (both of West Fargo) and Ed Clapp (Fargo). In West Fargo, where the program was first implemented, recess supervisors attended a full- day training to facilitate moderate to vigorous physical activity into the students’ recess time. Active Recess is also a topic of PE teachers’ professional development days and elementary principal meetings. A former district administrator praised the trainings as “Practical, engaging and highly effective!” Fargo schools began the program a year later. Teachers from across the state have attended Active Recess training as well, taking the message and the methods back to their districts. Jason Cresap, principal at Fargo’s Lewis and Clark Elementary, observed improvements in behavior that he attributes to Active Recess training. In the month prior to his staff receiving the training, Cresap recorded about 30 referrals for bad behavior from recess. In that same month the following year, he recorded only four. “The impact is bigger than what we thought it would be,” says Hetland. “Kids benefit, class- rooms benefit and schools benefit. We give West Fargo and Fargo major kudos. They’re pioneers in providing recess training. They’re the first in North Dakota and many other states as well.”

In an effort to reduce childhood obesity by 20 percent by the year 2020, CassClayAlive! is working with five pilot schools in Fargo and West Fargo to implement district wellness plans for staff and students. CassClayAlive! has provided a custom toolkit and a coordinator for each school to guide them in putting wellness into action throughout the school day.

To date, more than 720 school professionals in North Dakota and Minnesota have participated in Active Recess and Active Classroom training, which teaches best practices for physical, social and mental health at school.

19 DAKOTA MEDICAL FOUNDATION

CHILDCARE PROVIDERS JOIN THE FIGHT AGAINST UNHEALTHY WEIGHT ChildcareAlive! shapes healthy habits for preschool kids

winter months. “I just thought it was a great “Several of my parents tried the recipes,” opportunity,” she said. “I’m always looking Jaeger said. “Parents really are looking for for fresh perspectives, especially on nutrition ideas. They loved hearing their kids get so and movement.” excited about making healthy choices.” “Mary, Mary, quite contrary, how does your McNeal brought with her a menu of The program is in such high demand that garden grow?” topics and Jaeger picked five that interested a second healthy living consultant was hired. Mother Goose will tell you it’s with silver her. For three months McNeal visited The North Dakota Department of Health has bells and cockleshells, but at Playhouse Playhouse Childcare every other week, doing also funded a similar program and is teaching Childcare in north Fargo, the kids are growing one-on-one activities with Jaeger and her 12 it across the state. sunflowers and zinnias alongside green young charges. She brought resources, tips, Participants rave about ChildcareAlive! beans, corn, carrots and zucchini. activities, and a newsletter for parents. Jaeger “It was FUN. The kids loved Krystle. It made Sandra Jaeger, who has looked after also received a grant to buy items to support me a better daycare provider,” said one dozens of kids in her 25 years as an in-home the kids’ healthy eating or active play. survey respondent. childcare provider, plants a garden with her The goal is for providers to learn their “It was a great experience for my kids,” young charges every spring. Recently, she strengths and to recognize areas where they Jaeger said. “They were so excited. I loved the started sending home bucket gardens so mom could make improvement. McNeal wants validation and the fresh perspective.” and dad can share the excitement, too. each provider to make at least one change, Another change Jaeger made was letting Jaeger and other childcare providers like whether it’s how they lead physical activity, the kids help her prepare food. “About three her are finding new inspiration from healthy how much time they spend outdoors, or times a week we make snack together. We living consultant Krystle McNeal and the how they cook, and work it into their policy. made a yogurt dip with sweet peppers with ChildcareAlive! program through Dakota Providers are also encouraged to attend Krystle and they ask for it now.” Medical Foundation. nutrition or physical activity-related trainings. “My favorite part is when providers and Children under 5 depend almost entirely Pre- and post-surveys document measurable teachers are pleasantly surprised at what upon adults for decision-making about food change from both the providers and the kids will do. Whether that’s tasting a food and physical activity. Tastes are being set children. or jumping around with a scarf when they and preferences shaped; kids are absorbing The results are exciting. thought they never would. The providers everything around them. It’s a formative age More than 385 children in Cass and Clay get so much satisfaction when the kids try in every way. counties benefitted from ChildcareAlive! something new,” said McNeal. McNeal, who is also a registered dietitian, in 2014-15. Results showed 96 percent of works one-on-one with childcares (both participating programs met the goal of 1-2 home-based and centers) and preschools to hours of physical activity each day. Both teach and coach providers as they improve providers and parents reported significant Since 2013, 106 childcare providers active play and healthy eating environments. behavior changes in the areas of physical serving 1,310 children have participated “I focus on tasting, simple cooking and active activity and nutrition practices. Kids are in ChildcareAlive! Providers, children play. I model things the provider can do moving more, watching less TV, and are more and parents, reported significant themselves,” McNeal said. willing to try new foods. Parents are also behavior changes in the areas of Jaeger jumped at the chance to work with reporting talking with their kids about making physical activity and nutrition practices. McNeal. She was looking for new ways to healthy choices, and cooking healthier thanks There is a waiting list for providers who encourage active play indoors during the long to recipes the kids brought home. wish to participate in 2016.

20 CASS CLAY ALIVE!

21 DAKOTA MEDICAL FOUNDATION

After meeting with Benton’s Hope, Harlynn’s Heart and DMF, Essentia Health heard the voices of hurting parents and created a fetal loss committee to better serve grieving families. Val Kleppen is the founder of Harlynn’s Heart

22 DMF CHARITABLE FUND MANAGEMENT

DMF FUNDS TEAM UP TO HELP PARENTS THROUGH LOSS Brought together by angels, they’ve transformed care for heartbroken parents

Grief is a murky fog of Benton’s Hope provides care projects over time, she noticed parents to spend as much time as devastation and confusion. For packages for parents facing infant the passion each family shared they need saying goodbye to their parents who lose a child at birth loss or dire medical diagnosis, to gently guide families facing baby after his or her death. or have their acutely-ill newborn including a teddy bear, grief fetal loss or newborns in crisis. Through these loving parents whisked off to an out-of-town resource contacts, a camera Both families had given birth at Essentia has been guided to NICU, that murky fog is suddenly memory card and a gas card. Essentia. While these dedicated better care for vulnerable so much harder to push through. They’re working with hospitals parents were already transforming families. Independently, Harlynn’s With the help of DMF, two to provide iPads for moms to a catastrophic experience, Watne Heart and Benton’s Hope were families who know the pain of communicate long-distance with knew that her network of contacts supporting and comforting infant loss are together helping their baby and his or her medical at Essentia might open doors families on a case-by-case basis. other parents. Val and Brent team. to even more transformative Together, they’re changing the Kleppen’s daughter Harlynn was Harlynn’s Heart connects changes. way Essentia cares for families stillborn in 2013. Sean and Amy parents with bereavement After meeting with the who lose a baby. Degerstrom lost their 25-day- services, help with funeral and Degerstroms, the Kleppens and old son, Benton, that same year. burial planning and resources DMF, Essentia Health in Fargo Though they didn’t cross paths at for memorializing babies. They heard the voices of hurting the time, each family established provide follow-up support and parents and created a fetal loss a charitable fund at Dakota connect families to support each committee to better serve grieving Nearly $3.7 million has been Medical Foundation. (When other in their similar journeys. families. A grant from Benton’s given to charity and fueled DMF hosts charitable funds, As DMF Development Hope will provide bereavement unique projects like those of people can make tax-deductible Director Deb Watne met training for staff. Harlynn’s Benton’s Hope and Harlynn’s charitable donations to advance separately with the Degerstroms Heart is gifting a CuddleCot, a Heart through charitable charitable causes.) and the Kleppens on their refrigerated bassinet that allows funds managed by DMF.

23 1962DAKOTA MEDICAL FOUNDATION 1963 1964 Initial IRS approval granted for Groundbreaking ceremony held in June Construction completed and Dakota Medical Foundation. and fundraising began; 40 initial members spectacular $1.8 million Dakota were the guiding force for DMF. Hospital opens November 2 with 76 beds and 11 physicians.

1980s 1990s 2000 Hospital grows to 265 beds; adds open DMF sells 50% of hospital to for-profit Pat Traynor hired as heart and neurosurgery and expanded Champion Healthcare, later known Foundation president; kidney dialysis. Rapid clinic expansion is as Paracelsus. DMF begins grant DMF Board adopts made to satellite sites, with 14 added in making program and awards first first strategic plan North Dakota and Minnesota. Creates a grants in 1996. Remaining half sold to focusing on access system of high quality care and a larger Paracelsus in 1998 for $64.5 million to medical and dental footprint for future DMF programming providing DMF with an endowment care, with a special and membership reach. estimated at $94 million. emphasis on children.

2003 2004 Healthy Communities Access Program First scholarship funds created to build $2.6 million federal grant fosters major tomorrow’s healthcare workforce. DMF initiative to bring health coverage DMF members and others establish to uninsured, improve diabetes manage- first DMF charitable giving funds, tax- ment, expand access to dental savvy vehicles for families to support care and provide people help favorite health causes. DMF provides with applying for free and $400,000 for tri-college nursing low cost prescriptions from scholarships that enroll 54 new pharmaceutical companies. nursing students at North Dakota State Over $15 million in University, Minnesota State University prescriptions obtained Moorhead and Concordia College. in first decade.

2007 Impactgiveback.org website launches for nonprofits to receive online donations and list volunteer opportunities. Lend A Hand launched to provide resources and match funds to volunteer-led benefit events for families in medical crisis. DMF and com- munity partners to pilot the Children’s Mental Health Initiative to provide early mental health services for children. DMF and Impact Foundation release Wealth Transfer Study that documents the flood of money changing hands to the next generation. Organizations are trained to tap this wealth through Impact Institute fundraising training and coaching.

2012 2013 DMF celebrates its 50th anniversary New DMF conference and retreat center with 191 members, 11 staff members, is opened for nonprofits to convene 16 directors and hundreds of stake- meetings, training events and planning holder partners energized to move groups that will shape the future of the the mission forward for the 606,000 region. The Essentia Teaching Kitchen people of the North Dakota and hosts healthy cooking classes for school Minnesota service area of DMF. nutrition, childcare providers and others Giving Hearts Day is expanded to affecting food environments critical to 10 Bismarck organizations. health. Alex Stern Family Foundation sponsors the high-tech boardroom. SEI Investments and Gate City Bank provide generous donations to deliver the DMF building as a gift to the charity community. 24 1970s Continual expansion brings capacity to 184 beds; Dakota Hospital renowned for hip and knee joint replacement.

2001 2002 Automated External Defibrillator Initiative implemented to place AEDs in police, fire To expand resources for its mission, and first responder vehicles to rescue heart DMF begins a grant writing and development attack victims. Documented 23 lives saved. program. Over $12 million will be secured in New program provides “match” dollars the first decade to fuel health programs for fundraising projects to inspire donors in the region. DMF launches statewide to give, also improving the fundraising initiative connecting thousands of abilities of partner nonprofits. Healthcare uninsured children and families in Workforce Initiative helps hospitals recruit North Dakota with free or low cost and hire highly qualified nurses, family health coverage through Medicaid, practice physicians and other professionals. Healthy Steps and the Caring for Charitable giving funds are established at Children program. DMF by donors ready to improve health by giving to nonprofit causes.

2005 2006 Impact Foundation is formed with the DMF commits $1 million to partner support of DMF and Alex Stern Family with American Heart Association’s Foundation to provide professional Go Red statewide initiative to prevent development for nonprofit leaders and women’s heart disease through highly other resources to grow capacity to successful “Know Your Numbers” serve. Impact Foundation also helps campaign. As a result, North Dakota North Dakota small businesses secure experienced 11 percent fewer deaths government contracts to build profits, from cardiovascular disease from retain jobs and grow the state’s economy. 2006 to 2008.

2008 2009 2 011 Powerful DMF Giving Hearts Day DMF begins a concentrated strategic DMF and Impact Foundation release online giving campaign launches in focus on chronic disease prevention. a second and updated Wealth Transfer February, mobilizing area nonprofits Worksite Wellness Initiative is begun with Study conducted by Boston College’s for a 24-hour give-a-thon that secures Blue Cross Blue Shield ND to develop a Center on Wealth and Philanthropy. $479,028 through 1,452 contributions comprehensive, cost effective wellness This study predicts unprecedented for 38 participating organizations in a program for worksites in North Dakota. opportunities for nonprofits due single day. Together with other community groups to the intergenerational transfer of CassClayAlive! is launched. The goal wealth, predicted at $308 billion in is to make Cass and Clay counties the North Dakota between 2007 and healthiest places to live — transforming 2061. In this timeframe, $95 billion schools, childcares and other community will be given to charities in lifetime settings for more active living and gifts and through wills. healthier eating.

2014 2015 Giving Hearts Day reaches the Dickinson area and easily crosses a new milestone with Giving Hearts Day goes statewide online donations, checks, DMF matches and awards, donor matches and business gifts with its expansion to Williston and reaching $5.7 million for the 24-hour event. Long-time partner Alex Stern Family Foundation Devils Lake area charities and reaches becomes a Giving Hearts Day co-host. A full time Giving Hearts Day program director is an extraordinary $6.9 million. New hired to gear up for the following year. Lend A Hand serves its 300th family, with more than website technology directs donations $8 million raised over its history at community dinners, silent auctions, golf tournaments to 287 charities and charitable funds and other events. DMF steps in to restore substance abuse treatment at an inpatient center accounts, rather than the Foundation shuttered for three years at Cando, N.D. The center is purchased by Heartview Foundation manually distributing funds via with funds from DMF, in order for Heartview to offer 16 beds of residential and outpatient checks. Bush Foundation recognizes treatment. The 76 charitable giving funds established by local donors at DMF since 2001 the impact of Giving Hearts Day reach $3.2 million in gifts to local charities. A $6.3 million gift is made to establish the with a 2015 Bush Prize for North Dakota Dental Foundation at DMF for improving dental care in the state, particularly Community Innovation. to children. 25 DAKOTA MEDICAL FOUNDATION

2015 Grants Improving health and access to healthcare, with a special emphasis on children. $939,462 was distributed in 2015.

Bras/Bros on Broadway HEART NDSU Research & Women and Technology Fiscal Sponsor Project Enderlin, ND $250 Technology Park DBA: Center for Fargo, ND $5,000 Fargo, ND $12,500 Technology and Business Heartview Foundation Bismarck, ND $500 Boys & Girls Club of Bismarck, ND $1,800 National Multiple the Red River Valley Sclerosis Society YMCA of Cass Fargo, ND $500 HERO Upper Midwest Chapter and Clay Counties Fargo, ND $500 Dilworth, MN $750 Fargo, ND $12,250 CCRI Moorhead, MN $2,750 HOPE, Inc. Nelson-Griggs YWCA Cass Clay Moorhead, MN $2,100 District Health Unit Fargo, ND $24,000 Child Care Aware of McVille, ND $501 North Dakota Impact Foundation Moorhead, MN $50,000 Fargo, ND $350,774 North Dakota Caring Foundation, Inc. Churches United Kamp KACE, Inc. Fargo, ND $10,000 for the Homeless Fargo, ND $4,000 Moorhead, MN $4,250 North Dakota Coalition for Lakeland Hospice Homeless People, Inc. Concordia College Foundation Bismarck, ND $500 Moorhead, MN $500 Fergus Falls, MN $250 Rape and Abuse Cystic Fibrosis Assn. of ND Lakes Area Young Life Crisis Center Bismarck, ND $1,000 Detroit Lakes, MN $500 Fargo, ND $10,000

Dakota Boys and Girls Lakes Crisis & Red River Children’s Ranch Foundation Resource Center Advocacy Center Minot, ND $2,786 Detroit Lakes, MN $500 Fargo, ND $4,500

Dorothy Day House Legacy Elementary School Region V CSCC of Hospitality – West Fargo School District Fargo, ND $500 Moorhead, MN $2,300 West Fargo, ND $19,800 RiverView Health Essentia Health Liberty Middle School Foundation Regional Foundation West Fargo, ND $957 Crookston, MN $250 Fargo, ND $100,000 Lutheran Social Ronald McDonald Essentia Institute Services of ND House – Fargo of Rural Health Fargo, ND $8,500 Fargo, ND $2,200 Brainerd, MN $1,500 MSUM College of Sanford Health Family HealthCare Business and Innovation Foundation Hillsboro Fargo, ND $50,000 Moorhead, MN $1,310 Hillsboro, ND $4,000

Fargo Cass Public Health Make-A-Wish North Dakota South Central Fargo, ND $16,000 Fargo, ND $1,000 Adult Services Valley City, ND $75,000 Fargo Union Mission, Inc. March of Dimes DBA: New Life Center ND Chapter SouthEastern ND Fargo, ND $6,000 Fargo, ND $1,200 Community Action Agency Fargo, ND $40,000 First Care Health Center Marv Bossart Foundation Park River, ND $1,700 for Parkinson’s Support TNT Kid’s Fitness & Fiscal Sponsor Project Gymnastics Academy First Lutheran Church Fargo, ND $1,000 Fargo, ND $21,250 Fargo, ND $3,000 ND Center for Nursing Theatre B FirstChoice Clinic Fargo, ND $1,000 Fargo, ND $3,500 Fargo, ND $1,250 ND Roughrider Health UND Alumni Assoc. FirstLink Promotion Assn. and Foundation Fargo, ND $3,500 Casselton, ND $500 Grand Forks, ND $5,000

Freedom Resource Center North Dakota Association Valley Senior Services for Independent Living, Inc. of Nonprofit Organizations Fargo, ND $250 Fargo, ND $750 Bismarck, ND $1,000 The Village Family GiGi’s Playhouse NDSU Service Center Fargo, ND $2,000 Fargo, ND $17,083 Fargo, ND $400

Great Rides Fargo NDSU Development West Fargo Fargo, ND $8,000 Foundation Police Department Fargo, ND $1,500 West Fargo, ND $2,500 Haley’s Hope, Inc. West Fargo, ND $2,000

26 2015 Charitable Fund Grants Donors may establish funds for charitable giving at DMF and recommend grants to qualified health-related charitable organizations, making their gifts the voice and visible stamp of their legacy. At no charge, the Foundation provides administration of these funds, allowing donors to focus on developing strategies to improve lives and achieve the greatest impact. DMF also provides match funding so our investments are guided by priorities donors see as real needs in the community. $497,161 was distributed in 2015.

American Red Cross Dorothy Day House HOPE, Inc. NDSU Development St. Paul’s Catholic Fargo, ND of Hospitality Moorhead, MN Foundation Newman Center $2,000 Doug and Sally Larsen Moorhead, MN $1,000 M. Donald Larsen Fargo, ND Fargo, ND Family Fund $1,000 E and S Fund Family Fund $7,500 Healthy Kids Program – $10,000 Health education – $1,000 M. Donald Larsen $1,000 Sinner Bresnahan Hauge Memorial Charitable Fund Dr. Walter and Renee Johnson Family Fund Emergency Food Pantry Healthy Kids Initiative Fund $3,000 Scholarships for students Family Fund Fargo, ND in a health-related field – Beyond the Yellow Ribbon $1,000 E and S Fund Impact Foundation Dr. Kevin and Jean Melicher TNT Kid’s Fitness & Moorhead, MN Fargo, ND Family Charitable Fund Gymnastics Academy $3,500 Veterans wellness – Garrity Essentia Health $5,000 GHD capacity building Fargo, ND Axness Family Fund St. Mary’s Foundation grant – Jim Holdman Impact New Life Center $3,000 Youth fitness – Detroit Lakes, MN Institute Fund Fargo, ND DMF Susan Mathison MD/Catalyst Cass County Rural $4,200 Comfort kits for parents – $5,000 Goldmark Fund Cares Fund Community Emergency Benton’s Hope Fund Hope Lutheran Church $1,000 Doug and Sally Larsen Food Pantry Fargo, ND Family Fund U.P. Aquatics Casselton, ND Family Wellness Center $1,399 AED – M. Donald Larsen Fargo, ND $1,000 Rural Cass Back Pack Fargo, ND Family Fund Plains Art Museum $9,350 Feasibility study for Aquatics Program – Sinner Bresnahan $50 Big and Loud Parkinson’s $1,000 Back Pack Program – Fargo, ND Center – Dr. Lance and Healthy Kids Initiative Fund program – Marv Bossart Foundation M. Donald Larsen Family Fund $5,000 Programming Ruth Bergstrom Family Fund for Parkinson’s Support Fund for autistic children – Catholic Charities ND Jail Chaplains Association DMF Susan Mathison MD/Catalyst UND Alumni Association Fargo, ND Fargo Marathon Fargo, ND Cares Fund and Foundation $1,000 E and S Fund Fargo, ND $4,000 Goldmark Fund Grand Forks, ND $10,000 Shoes for Kids – Heat RRV Dental Access Project Medical student scholarship: Catholic Medical Assn. Transfer Warehouse Healthy Kennedy Elementary School Moorhead, MN $2,000 Robert G. Rogers, MD, Fargo, ND Community Fund Fargo, ND Urgent Care Dental Clinic: Scholarship Endowment Fund $3,600 God’s Work $1,500 Day of Compassion – $10,000 Doug Anderson $2,000 Mack V. Traynor, MD, Family Endowment Fund Fargo-Moorhead Coalition Heat Transfer Warehouse Family Fund Endowment Fund for Homeless Persons Healthy Community Fund $10,000 Swanson Health Products Central Cass School District Fargo, ND Healthy Community Fund The Village Family Casselton, ND $1,000 E and S Fund Lost and Found Ministry Service Center $7,500 Sinner Bresnahan Healthy Moorhead, MN Ronald McDonald House Fargo, ND Kids Initiative Fund FirstChoice Clinic $1,000 Goldmark Fund Charities of the RRV $2,000 Nokomis Child Care Fargo, ND Fargo, ND Nutrition – Rick Berg and Dr. Tracy CHARISM $12,379 Jon and Lori Wanzek Lutheran Social $1,000 Fundraising support – Martin Family Fund Fargo, ND Family Fund Services of ND Drs. Hope Yongsmith and $5,000 Larry and Julie Leitner $3,000 Goldmark Fund Fargo, ND Christian Albano Family Fund West River Health Family Fund $2,000 E and S Fund $5,000 Luther Hall – Doug and Services Foundation $4,000 Goldmark Fund $2,000 Dr. Walter and Sally Larsen Family Fund Saint Gianna’s Hettinger, ND Renee Johnson Family Fund Great Plains Food Bank: Maternity Home $1,000 Imaging equipment – Churches United $1,000 Back Pack Program – Minto, ND Rick Berg and Dr. Tracy Martin for the Homeless Fraser, Ltd. M. Donald Larsen Family Fund $6,000 Dr. Walter and Family Fund Moorhead, MN Fargo, ND $1,000 Heat Transfer Warehouse Renee Johnson Family Fund $2,500 Goldmark Fund $1,000 Goldmark Fund Healthy Community Fund $2,000 E and S Fund YMCA of Cass $2,000 Doug and Sally Larsen $1,000 M. Donald Larsen and Clay Counties Family Fund Grand Forks Parks Family Fund The Salvation Army Fargo, ND $1,000 E and S Fund and Rec Foundation Fargo, ND Partner of Youth program: $1,000 Dr. Walter and Grand Forks, ND Make-A-Wish ND $1,000 Doug and Sally Larsen $10,000 Heat Transfer Warehouse Renee Johnson Family Fund Youth scholarships: Fargo, ND Family Fund Healthy Community Fund $1,000 M. Donald Larsen $8,000 Jayant and Rohinee Damle $1,000 M. Donald Larsen $3,000 Goldmark Fund $1,000 Swanson Health Products Family Fund Family Fund Family Fund Healthy Community Fund $4,000 Mark E. and Trish Paulson St. Gerard’s $1,000 Goldmark Fund Community of Care Family Fund Martin’s Lutheran Church Community of Care Casselton, ND Wellness: Casselton, ND Hankinson, ND YWCA Cass Clay $2,000 Casselton Community $8,000 Robert and JoAnn Vollrath $7,000 Sinner Bresnahan $1,000 E and S Fund Fargo, ND Medical Foundation Fund Family Fund Healthy Kids Initiative Fund $2,500 Emergency shelter services – $5,000 Mark E. and Trish Paulson St. John Paul II Goldmark Fund Community Violence Family Fund MN Flyers Catholic Schools Network Intervention Center $4,000 Kevin and Courtney Detroit Lakes, MN Fargo, ND Grand Forks, ND Ritterman Family Fund Special needs therapy program: School Nurse Program: $4,000 Kevin and Courtney $10,000 3 Boys Fund $5,000 Dr. David and Janice Glatt Ritterman Family Fund HeartSprings $10,000 Phil and Dianna Hansen Family Fund Fargo, ND Family Fund $1,000 Dr. Walter and Concordia College $400 Parkinson’s programming – $10,000 Larry and Julie Leitner Renee Johnson Family Fund Moorhead, MN Marv Bossart Foundation for Family Fund $6,000 Nursing Scholarship – Parkinson’s Support Fund St. Joseph’s M. Donald Larsen Family Fund ND Community Action Catholic School HERO Partnership Moorhead, MN Cullen Children’s Fargo, ND Fargo, ND $2,500 3 Boys Fund Foundation $450 U-step walker – Marv Bossart $140,000 Cancer patient support – West Fargo, ND Foundation for Parkinson’s Bras/Bros on Broadway Fund St. Leo’s Catholic Church $69,333 Kid’s Health Fund Support Fund Casselton, ND $2,500 Casselton Community Medical Foundation Fund

27 DAKOTA MEDICAL FOUNDATION

2015 DMF Member / Employee Match Grants The DMF Board of Directors established the Employee/Member Match program to provide additional support for health-related programs employees and members passionately believe in. All funds awarded become grants that the Foundation actively manages to ensure the dollars invested are having their desired impact. Employees and members do not accept solicitations for grants. $256,135 was distributed in 2015.

DMF 3 Boys Fund DMF Lend A Hand Initiative HOPE, Inc. Nelson County Health West Fargo, ND $16,000 Fargo, ND $4,575 Moorhead, MN $300 Services Foundation McVille, ND $500 DMF Al and Sharon Carlson DMF Doug Anderson DMF Impact Institute Family Fund Family Fund Initiative Fund DMF Phil and Dianna Fargo, ND $500 Fargo, ND $14,000 Fargo, ND $3,360 Hansen Family Fund Detroit Lakes, MN $16,000 American Red Cross DMF Dr. Fadel and Heidi DMF Katherine Kilbourne Fargo, ND $250 Nammour Family Fund Burgum Fund Rape and Abuse West Fargo, ND $4,000 Fargo, ND $8,000 Crisis Center Anne Carlsen Center Fargo, ND $1,250 Jamestown, ND $2,800 DMF Dr. Kevin and Jean Lakes Crisis & Melicher Endowment Fund Resource Center Red River Children’s Boys and Girls Club Fargo, ND $600 Detroit Lakes, MN $800 Advocacy Center of the RRV Fargo, ND $2,325 Fargo, ND $200 DMF Dr. Lance and Ruth DMF Larry and Julie Leitner Bergstrom Family Fund Family Fund RRV Dental Access Project Cass County Rural Horace, ND $8,000 Fargo, ND $8,000 Moorhead, MN $9,250 Community Emergency Food Pantry DMF Dr. Walter and Lutheran Social DMF Rick Berg and Casselton, ND $250 Renee Johnson Services of ND Dr. Tracy Martin Family Fund Fargo, ND $500 Family Fund Catholic Charities ND Fargo, ND $16,000 Fargo, ND $15,000 Fargo, ND $500 Lutheran Social DMF Drs. Hope Yongsmith Services of ND – Ronald McDonald House CHARISM and Christian Albano Great Plains Food Bank Charities of the RRV Fargo, ND $2,000 Family Fund Fargo, ND $1,750 Fargo, ND $1,000 West Fargo, ND $500 Child Care Aware of ND Lutheran Social Services DMF Rust Sales, Inc., Moorhead, MN $300 Elks Camp Grassick of ND – Luther Hall Endowment Fund Dawson, ND $500 Fargo, ND $4,000 Fargo, ND $9,000 Churches United for the Homeless Essentia Health-Ada DMF Mack V. Traynor, MD, Saint Gianna’s Moorhead, MN $3,550 Ada, MN $200 Family Endowment Fund Maternity Home Fargo, ND $500 Minto, ND $1,250 Community of Care Essentia Health Casselton, ND $500 Regional Foundation DMF Marv Bossart The Salvation Army Fargo, ND $3,800 Foundation for Parkinson’s Fargo, ND $6,700 DMF Community of Care Support Fund Endowment Fund Essentia Health Fargo, ND $500 St. Gerard’s Casselton, ND $500 St. Mary’s Foundation Community of Care Detroit Lakes, MN $1,200 DMF Mike and Hankinson, ND $500 Concordia College Peggy Bullinger Family Nursing Program Family HealthCare Endowment Fund St. John Paul II Moorhead, MN $1,800 Fargo, ND $500 Fargo, ND $8,000 Catholic Schools Network School Nurse Program Cullen Children’s FirstChoice Clinic DMF Mission Fargo, ND $500 Foundation Fargo, ND $3,500 Physician Fund West Fargo, ND $4,300 Grand Forks, ND $500 TNT Kid’s Fitness & FirstLink Gymnastics Academy DMF Cullen Fargo, ND $450 MSUM Nursing Program Fargo, ND $1,875 Children’s Foundation Moorhead, MN $1,000 Endowment Fund Fraser, Ltd. UND Physician and Nursing Fargo, ND $8,000 Fargo, ND $300 ND Scottish Rite Childhood Education Programs Language Center Grand Forks, ND $2,000 Dakota Boys and DMF Goldmark Fund Fargo, ND $1,000 Girls Ranch Fargo, ND $16,000 The Village Family Fargo, ND $200 NDSCS Nursing Department Service Center – Nokomis DMF Haugen-Thorne Family Wahpeton, ND $500 Child Care Centers Dakota Medical Foundation Endowment Fund Fargo, ND $6,250 Fargo, ND $375 Fargo, ND $1,000 NDSU Pharmacy and Nursing Programs YWCA Cass Clay DMF CassClayAlive! HERO Fargo, ND $6,000 Fargo, ND $19,250 Initiative Fargo, ND $1,500 Fargo, ND $125

28 29 DAKOTA MEDICAL FOUNDATION

Charitable Fund Gifts We host charitable funds at Dakota Medical Foundation so 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 over 24 months. At this time, the Foundation does not charge expenses to administer these funds other than the direct costs of external investment management services. We recognize and appreciate the generosity of all donors who give to charitable funds but due to space constraints we are listing those who gave $250 or greater in fiscal year 2015:

DMF 3 Boys Fund RDO Equipment Co. DMF Drs. Hope Yongsmith DMF M. Donald Larsen DMF North Dakota Matt and Bridget Cullen Republic National Distributing Co. and Christian Albano Family Fund Dental Foundation Monte Kjos Foundation Family Fund M. Donald Larsen Endowment Fund Susie Risher Drs. Hope Yongsmith and John Clayburgh DMF Al and Sharon Carlson Sanford Medical Ctr. Fargo Christian Albano DMF Mack V. Traynor, MD, North Dakota Dental Foundation Family Fund Spirit Properties Family Endowment Fund Al and Sharon Carlson Scott and Jonda Stofferahn DMF E and S Fund Dr. Margaret and Todd Mickelson DMF Pam Solseng Stone Ridge Builders Dr. Thomas and Mary Kay Kempf VISIONBank Ovarian Cancer DMF All Children Donna Stubstad DMF Garrity Axness Endowment Fund Are Embraced (ACE) Tall Towers Aviation Family Fund DMF Mark E. and Brent Solseng Endowment Fund Jennifer Thompson James and Karen Garrity Trish Paulson Family Fund University of North Dakota Mark and Mary Johnson Lori Fett Trosen Joe Bryan Christopher Walz DMF Garrity Family Fund Grand Forks Blue Line Club DMF Phil and DMF Ben’s Helping Wells Fargo Bank James and Karen Garrity Chad Johnson Memorial Fund Dianna Hansen Family Fund Hand Fund Jon and Barb Swegarden Phil and Dianna Hansen William Ford DMF Christine Butler DMF Marv Bossart Kevin and Jane Stein Mullen Fund for Children DMF God’s Work Fund Foundation for Parkinson’s DMF Prescription Drug Endowment Fund George and Pauline Economon Support Fund Abuse Reduction Fund DMF Benton’s Hope Fund Linda Butler Anonymous Andrew Bakke Anonymous Dave McNair DMF Goldmark Fund At-Home Physical Therapy Bell State Bank and Trust Michael Mullen Kenneth and LuAnn Regan Bell State Bank & Trust DMF Region V CSCC Bleachers Bar & Grill Swanston Equipment Board of Education of the Joining Hands for Kids Fund Detroit Lakes Jaycees Lori Walker DMF Harlynn’s Heart Fund City of Fargo Anonymous Jorgine Hanson Bell State Bank and Trust Dave Bossart Southeastern North Dakota Troy Opsahl DMF Community of Care Gary Butts Jami Dean Community Action Agency Jesse Regan Endowment Fund Mary Alice’s 5K Edgewood Fargo Senior Living Rodney and Debra Syverson First State Bank of ND Essentia Health DMF Rick Berg and University of Mary Dr. Jesse and Carrie Hagen DMF Hauge Memorial Fund Richard Hentges Dr. Tracy Martin Kenneth and Maxine Johnston Warrren Hintz, MD Family Fund DMF Bras/Bros on DMF Cullen Children’s Dr. James and Sally Wagner David Freitag Rick Berg and Dr. Tracy Martin Broadway Fund Foundation Jayne Fuhrman Anonymous Endowment Fund DMF Haugen-Thorne Family Gate City Bank DMF Rob and Bell State Bank & Trust Eric Brutger Endowment Fund Michelle Holmes Leanne Jordahl Family Brad Berger Terry Cullen Dr. Joel and Debra Haugen Morris Hund Endowment Fund Kevin Biffert Dan Frisch Rodney Jordahl Rob and Leanne Jordahl Wendy Borgen Jeff and Kristi Johnson DMF Heat Transfer Dr. Chris and Liz Mathison Eric Carlson Warehouse Healthy Mark Mathison DMF Robert and Scott and Tami Carlson DMF Lend A Hand Forever Community Fund Medtronic JoAnn Vollrath Family Fund Ryan Carter Endowment Fund Heat Transfer Warehouse, Inc. National Parkinson Fdn. MN Chad Johnson Memorial Fund Tom Cassady Boer Family Tim Pederson Robert and JoAnn Vollrath Tracey Christensen ND Center for Sleep DMF Hope for Kids Prairie St. John’s D-S Beverages Grommesh Family Progressive Therapy Associates DMF Robert M. Arusell Dawson Insurance DMF Doug and Sally Larsen Endowment Fund Sanford Medical Ctr. Fargo and Janelle C. Sanda Fund Fargo Scheels All Sports Family Fund Glenn and Melissa Grommesh TEVA Pharmaceuticals Drs. Robert Arusell and Joel Finn R. Douglas and Sally Larsen Adam and Michele Lovehaug UCB, Inc. Janelle Sanda The Forum Jon and Barb Swegarden VISIONBank G & R Controls DMF Doug Anderson WDAY DMF Ronald McDonald Gateway Chevrolet Family Fund DMF Impact Institute House Charities of the Kevin Gillespie Doug Anderson Initiative Fund DMF Michael and Red River Valley Great Plains Integrated Marketing Erik Johnson Charleen Solberg Endowment Fund Chris Hawley Architect DMF Doug Burgum VISIONBank Family Fund Anonymous Heartland Independent Family Fund Rodney Jordahl Karen and Leon Backer Provider Network Doug Burgum DMF Jayant and Rohinee Fargo Parts & Equipment William and Gwen Hejl Tim Pederson Damle Family Fund DMF Mike and Todd and Darcy Fuchs Tara Holt Grand Forks Blue Line Club Peggy Bullinger Family William and Heather O’Keefe Kayla Houchin DMF Dr. Fadel and Endowment Fund Patricia Schlotfeldt Andy and Laura Hvidston Heidi Nammour Family Fund DMF Jim Holdman Impact Mike and Peggy Bullinger Nick and Shauna Wimer Cheryl Hysjulien Dakota Gastroenterology Clinic Institute Fund Vicki Ingstad Dr. Fadel and Heidi Nammour Benjamin and Carmen Perez DMF Mission Kost Materials David Sena Physician Fund Traci Kreps DMF Dr. Lance and Greg Greek, MD Tracy Kuznia Ruth Bergstrom DMF Katherine Kilbourne Eric Lunn Pamela Laliberte Family Fund Burgum Fund William Lempe Dr. Lance and Ruth Bergstrom Katherine Kilbourne Burgum DMF ND Academy of Family Brad McIntyre Monte Kjos Charitable Lead Unitrust Physicians Foundation Jerry McPherson Tim Pederson Endowment Fund Sue McPherson DMF Susan Mathison MD/ Chuck Breen, MD Ted Meyer Catalyst Cares Fund DMF Kevin and Charles Christianson MVM Contracting Catalyst Medical Center and Courtney Ritterman David Field Matt Myrvold Clinical Spa Family Fund Steven Glunberg Hollie Nelson Chad Johnson Memorial Fund Kimberly Krohn Network Cabling Services DMF Dr. Walter and Jill Nelson Ross Sherman Olivieri’s Salons Renee Johnson Family Fund Kevin and Courtney Ritterman Guy Tangedahl Angela Ottesen Dr. Walter and Renee Johnson Kimberly Peterson DMF Kid’s Health Fund Vern Prochaska Terry Cullen RD Offutt Company

30 DMF Sinner Bresnahan GIFTS TO DMF: Lend A Hand Initiative Margaret and Jonathan Horne Healthy Kids Initiative Fund Abbott, Arne, Schwindt, Inc. Peter Hovey Anonymous DMF Building Endowment Alex Stern Family Foundation Indigo Signworks Patrick Bresnahan J. Patrick and Jamie Traynor Anonymous Myrna Johnson David Giermann Appareo Systems Deborah Kaul Glenn and Melissa Grommesh CassClayAlive! Initiative Barry Foundation Brad and Sindy Keller Dr. Jesse and Carrie Hagen Blue Cross Blue Shield of MN Kevin Bartram Dr. Emmet and Diane Kenney Hope Lutheran Foundation Discovery Benefits Bell State Bank & Trust Kenneth and Joan Lammers M.P. Trust Dr. Joel and Debra Haugen Jason Boutwell Dale Lian Robert Pyle Essentia Health Linda Brogren Ronald McClure, DDS Kent Satrang Island Park Cycles Casselton Lions Club Shannon Mehlisch-Dockter Susan Schwieters Kilbourne Group Chuck it Dodge Ball Tournament Lori Michels Joe and Tracy Sinner Sanford Medical Ctr. Fargo City of Fargo Employee’s Microsoft Matching Gifts Program Charitable Gift Account TNT Kid’s Fitness & Association Austin and Laura Morris Robert Sinner Gymnastics Academy ColePapers Mutchler Bartram Architects Sinner Bros. & Bresnahan Walmart Combined Federal Campaign One Herd Kathy Sundquist YMCA of Cass and Clay Counties of the RRV Others, LLC Jon and Barb Swegarden Cullen Children’s Foundation Julie and Steven Sampson TNT Concrete General Health Dabbert Custom Homes Vince and Karri Segal Stacey Tronson Bell State Bank and Trust Dakota Supply Group Erik Skie Jonathan Warrey Barry Foundation Dianne Davis Stick It To Cancer Rick Berg and Dr. Tracy Martin Rick and Sandra Duval Hockey Fundraiser DMF St. Gerard’s Kiernan DeJean Steven Eicholtz Team Chip Community of Care Fargo Marathon Eyecare Associates J. Patrick and Jamie Traynor Endowment Fund Fargo Scheels All Sports Fargo Marathon VISIONBank Deacon Wayne and Valarie Jundt First International Bank & Trust Fargo-Moorhead USBC Bowling Warner and Company Donald and Joan Aker Shewfelt Great North Insurance Services Kevin Fisher Dr. E.P. and Lucy Wenz St. Gerard’s Community of Care Jim and Jeana Peinovich Kate Freimanis West Acres Development Darold and Judy Peterson G & T Plumbing & Heating Troy and Mary Wolf DMF Swanson Health Peterson Mechanical Gate City Bank Products Healthy J. Patrick and Jamie Traynor Granite City Food & Brewery Community Fund Valley Mortgage Roger and Carol Grimm Swanson Health Products Western MN Steam Grouser Products Threshers Reunion Dale and Becky Hebert DMF Whitney Endowment Fund Mark and Pam Bourdon

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Member / Employee Matching Gifts DMF offers a match program to its members and staff to partner in their engagement with health charities.

DMF 3 Boys Fund DMF CassClayAlive! FirstLink ND Scottish Rite Childhood St. John Paul II Bridget Cullen Initiative Judy Lee Language Center Catholic Schools Network Matt Cullen Alyssa Johnson Jerry Skjonsby Mark Andrews School Nurse Program Nola McNeally, JD DMF Al and Sharon Carlson DMF Lend A Hand Initiative Fraser, Ltd. NDSCS Nursing Department Family Fund John Cosgriff Roger Gress Duane Strand, MD TNT Kid’s Fitness & Al Carlson Bruce Domm, MD Gymnastics Academy Michelle Hogan DMF Goldmark Fund NDSU Pharmacy and Patrick Gores American Red Cross Mark Jensen, MD Kenneth Regan Nursing Programs Alyssa Johnson Gustav Staahl, MD Deb Magnuson, BSN, RN LuAnn Regan Alicia Fitz, Pharm.D. Steve Johnson, MD Ann Malmberg, MS, RN Donald Matthees, MD Tracy Martin, MD Anne Carlsen Center Mike Schumacher, CPA DMF Haugen-Thorne Tom Noah, MD Peter Stenehjem Tim Eissinger Randy Skalsky, RPh Family Endowment Fund Dale Ernster, MD Nancy Slotten Joel Haugen, MD Nelson County Health UND Physician and Nursing Nola McNeally, JD Services Foundation Education Programs Ben Meland DMF Doug Anderson HERO Jack Lind, MD Roland Barden Eric Monson Family Fund Dale Ernster, MD Bruce Domm, MD Doug Anderson Seth Novak DMF Phil and Larry Leadbetter, MD Boys and Girls Club Christopher Pierce, MD Dianna Hansen Family Fund of the RRV Dr. Fadel and Heidi Dianna Hansen The Village Family Mike Schumacher, CPA Nammour Family Fund HOPE, Inc. Phil Hansen Service Center – Nokomis Fadel Nammour, MD Jeana Peinovich Child Care Centers Cass County Rural Heidi Nammour, RN Rape and Abuse R. Douglas Larsen Community Emergency DMF Impact Institute Crisis Center Judy Lee Food Pantry DMF Dr. Kevin and Initiative Fund Katrina Turman Lang, JD Donna Hentges Jean Melicher Family Kent Blickensderfer Rob Lyngstad YWCA Cass Clay Endowment Fund Tracy Martin, MD Dennis Fuhrman Catholic Charities ND Kevin Melicher, OD DMF Katherine Kilbourne Sindy Keller John Deutsch Burgum Fund Red River Children’s John Lyngstad DMF Dr. Lance and James Burgum Advocacy Center Heather Novak CHARISM Ruth Bergstrom David Clutter, MD Lori Scheel, OD Terry Stroh Family Fund Lakes Crisis & Jay Eisenbeis Sara Stolt Lance Bergstrom, MD Resource Center Michelle Hogan Amanda Thomas Child Care Aware of ND Peter Jacobson Rob Lyngstad J. Patrick Traynor, JD Pete Haug DMF Dr. Walter and Curt Noyes Jim Peinovich Renee Johnson Family Fund Jerry Skjonsby Churches United Renee Johnson, RN DMF Larry and Julie Leitner for the Homeless Walter Johnson, MD Family Fund RRV Dental Access Project Christian Albano, PhD Larry Leitner William Bond, DDS Janine Carson, MD DMF Drs. Hope Yongsmith Patrick Gores Paul Carson, MD and Christian Albano Lutheran Social Services John Hicks, DDS Pete Haug Family Fund of ND Brent Holman, DDS John Lyngstad Hope Yongsmith, MD Melissa McCulley, OD David Rostad, DDS Lauris Molbert Mike Warner Elks Camp Grassick Lutheran Social DMF Rick Berg and Lauris Molbert Services of ND – Dr. Tracy Martin Community of Care Great Plains Food Bank Family Fund Barbara Burgum Essentia Health-Ada Mark Leier Rick Berg Peter Jacobson Peter Stenehjem Tracy Martin, MD DMF Community of Care Amanda Thomas Endowment Fund Essentia Health Ronald McDonald House David Rostad, DDS Regional Foundation Lutheran Social Services Charities of the RRV Robert Bakkum of ND – Luther Hall Katrina Turman Lang, JD Concordia College Nursing William Bond, DDS M. Donald Larsen Mark Leier Program Michael Briggs, MD Tom Noah, MD Tim Flakoll Kenneth Gilles DMF Mack V. Traynor, MD, Larry Leadbetter, MD Ann Malmberg, MS, RN Family Endowment Fund DMF Rust Sales, Inc., Thomas Mausbach, MD Thomas Mohs, MD Chris Kennelly, JD Endowment Fund Tim Sayler J. Patrick and Jamie Traynor Perry Rust Cullen Children’s Jane Skalsky, RN Foundation Sally Wagner, RN, CCRN DMF Marv Bossart Saint Gianna’s Dale Lian Foundation for Parkinson’s Maternity Home Jim Peinovich Essentia Health Support Fund Sharon Carlson St. Mary’s Foundation Liz Mathison Janine Carson, MD DMF Cullen Children’s Thomas Mohs, MD Paul Carson, MD Foundation Curt Noyes DMF Mike and Endowment Fund Peggy Bullinger Family The Salvation Army Terry Cullen Family HealthCare Endowment Fund Roger Gress Tim Mahoney, MD Mike Bullinger John Hicks, DDS Dakota Boys and Peggy Bullinger Erv Inniger Girls Ranch FirstChoice Clinic M. Donald Larsen Jeana Peinovich Sharon Carlson DMF Mission Nancy Slotten John Deutsch Physician Fund Gustav Staahl, MD Dakota Medical Foundation John Hutchison, MD William Mann, MD James Wagner, MD Donna Hentges Teri Johnson, MD Jeffrey Knutson, MD Emmet Kenney, Jr., MD MSUM Nursing Program St. Gerard’s Thomas Mausbach, MD Debra Magnuson, BSN, RN Community of Care J. Patrick Traynor, JD Duane Strand, MD Mike Warner Richard Vetter, MD

32 Lifetime Giving Society April 1, 1999, through September 30, 2015 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 Lifetime Giving members and thank you for investing in DMF’s mission of improving health and quality of life in the region.

Champions Region VI Children’s Services Dr. Jayant and Rohinee Damle Brad and Sindy Keller Mark and Trish Paulson $1,000,000+ Coordinating Committee Dan’s SuperMarket Nancy Kelly Pepsi America’s, Inc. Bush Foundation Ronald McDonald House Charities Sean and Amy Degerstrom Dr. Tom and Mary Kay Kempf Peterson Mechanical North Dakota Dental Foundation SEI Investments Ishmael Diede Dr. Emmet and Dianne Kenney Dorothy Prafcke Region V Children’s Services Sisters of St. Francis of the Sheldon Ellig* Harlan Klefstad* Prairie St. John’s Coordinating Committee Immaculate Heart of Mary Essentia Health Gladys Krinke Estate Kenneth and LuAnn Regan U.S. Dept. of Health and Swanson Health Products Eyecare Associates Kimberly Krohn Beatrice Ricke Human Services Jon and Lori Wanzek – Wanzek Fargo Moorhead Area Foundation M. Donald Larsen Kevin and Courtney Ritterman Family Foundation Fargo Marathon R. Douglas and Sally Larsen Helen Rogers Visionary Fargo Parts & Equipment Van and Diane Larson Rust Sales, Inc. $500,000 – $999,999 Founders Farmers Union Insurance Tom and Frances Leach Foundation Dr. Casey and Beverly Ryan Alex Stern Family Foundation $10,000 – $99,999 First Care Health Center Larry and Julie Leitner Sanford Medical Center Fargo Robert Wood Johnson Foundation Drs. Christian Albano and First Community Credit Union Dale Lian Patricia Scholtfeldt Terry Cullen Hope Yongsmith First Lutheran Church of Fargo John and Liz Lyngstad Sinner Bros. & Bresnahan Thomas Anderson First United Bank Dr. William Mann Michael and Charleen Solberg Innovators Anne Carlsen Center Dr. John Fishpaw Dr. Susan Mathison Sheltering Arms Foundation $250,000 – $499,999 Mike* and Julie Barner Florentina Herding Estate Dr. Donald and Jane Matthees Souris Valley United Way City of Northwood Barry Foundation Forum Communications Company Dr. James and Margo McCulley South Central Adult Services United Way of Cass Clay Rick Berg and Dr. Tracy Martin Todd and Darcy Fuchs McDonald’s Red River Valley Coop. St. Gerard’s Community of Care Dr. Lance and Ruth Bergstrom James and Karen Garrity Dr. Margaret and Todd Mickelson St. Joseph’s Community Benefactors Blue Cross Blue Shield of MN Dr. David and Janice Glatt Microsoft Matching Gifts Program Health Foundation $100,000 – $249,999 BNC National Bank Glenn and Melissa Grommesh Joel and Dawn Moore State Farm Mutual Automobile Doug Anderson Border States Electric Supply Grouser Products Dr. Fadel and Heidi Nammour Insurance Company Drs. Robert Arusell and Elaine Bourcher Dr. Joel and Debra Haugen National Children’s Alliance Kevin and Jane Stein Janelle Sanda Mark and Pam Bourdon Heat Transfer Warehouse ND Academy of Family Physicians Stick It To Cancer Hockey Fundraiser Bell State Bank & Trust BPO Elks No. 995 Dr. Brent and Maureen Holman ND Academy of Family Team Chip Cullen Children’s Foundation Judge Paul and Mrs. Dorothy Brown Larry and Kathy Houser Physicians Foundation J. Patrick and Jamie Traynor George and Pauline Economon Kevin and Kari Bucholz Hugo’s ND Association of Telephone Stacey Tronson Fargo Scheels All Sports Mike and Peggy Bullinger Jamestown Elkettes Cooperatives Turtle River Lions Club Gate City Bank Art* and Norene* Bunker William and Marjorie Jensen ND Department of Human Services Michael and Kimberly Vannett Don Goering Doug Burgum Craig Johnson ND Veterans Medical Education Robert and JoAnn Vollrath Goldmark Matt and JoAnn Butler Jeff and Kristi Johnson Foundation Sr. Donna Welder Phil and Dianna Hansen Al and Sharon Carlson Mark and Mary Johnson Robert Nelson Wells Capital Management Katherine Kilbourne Burgum Trust Casselton Community Steve Johnson Dr. Stephen and Jane Nelson Dr. E.P. and Lucy Wenz Dr. Kevin and Jean Melicher Medical Center Dr. Walter and Renee Johnson Dr. Alonna Norberg West Acres Development Noridian Mutual Insurance Catalyst Medical Center and Kenneth and Maxine Johnston Dr. Jon Norberg James Wieland Company Clinical Spa Richard Jordahl William and Heather O’Keefe Nick and Shauna Wimer Noridian Mutual Insurance J. Michael* and Linda Collins Rob and Leanne Jordahl Mary Odegaard Company – Employee Matt and Bridget Cullen Rodney and Diane Jordahl Old Lutheran, Inc. Contributions Dakota Specialty Milling Junior League of Fargo Moorhead Otter Tail Power Company Dakota Supply Group Dr. Michael and Sarah Keim Gary and Lyla Paulson * Deceased

Star Awards Dakota Medical Foundation’s Star Award honors people and organizations who give exemplary leadership to create widespread health improvement or build extraordinary nonprofit organization results. The awards are presented each year at the DMF annual meeting.

2015 Cheryl Harlow and Northern Plains 2009 2006 Kari Bucholz, Haley’s Hope Rail Services Lisa Faul, Caring for Children Program Becker County Human Services Jim Holdman, Funding Logic and Linda Lembke, Child Care Resource Kathy Hogan, Cass County FirstChoice Clinic Impact Institute and Referral Social Services Red River Children’s Advocacy Center Erin Prochnow, YWCA Cass Clay Brent Holman, DDS Dan Mimnaugh, ND Elks Camp Grassick Sinner Bresnahan Healthy Kids Initiative Patricia Patron, Family HealthCare Center 2005 2011 Mark Grothe Prescription Assistance Program 2014 Kent Bruun, RiverView Health Foundation Gilbert Schumacher RiverView Diabetes Center Tom Smith, Great Northern Bicycle Dr. Rick Buresh, Fargo Public Schools Jon Wanzek, Wanzek Construction Valley Community Health Centers Jill Christopher, Ronald McDonald Wanda Cary, Mission Physician Chief Chris Magness House Charities Heidi Collison, Mission Physician 2008 Officer Sherry Nelson Dr. Kevin Melicher, Eyecare Associates Debra Laber, Fargo Public Schools Mary Ann Delisle, Model School Nurse Justin Schaub William Mann, MD, Mission Physician First Care Health Center Holly Scott 2013 Lois Mauch, Fargo Public Schools HOPE, Inc. Pete Seljevold, North Dakota Anna Frissell and the Board of Directors Nancy Leith, Model School Nurse Worksite Wellness of Red River Children’s Advocacy Center Carly Nelson, Angels of Courage John Staley, Grand Forks Park District Red River Valley Dental Access Program Louise Dardis, West Fargo Public Schools 2010 Mary Beth Traynor, Model School Nurse Tabatha Joyce, Westside Elementary American Red Cross Beth Slette, West Fargo Public Schools Joan Enderle, Go Red North Dakota 2007 Jenny Linker, PhD, NDSU The Salvation Army Vicky Forster, Lidgerwood Kristen Hetland, PhD, Concordia College Timothy Mahoney, MD Ambulance Service Kim Pladson, TNT Kid’s Fitness Holly Scott, Fargo Cass Public Health HERO David Clutter, MD ND Department of Human Services, 2012 Shawna Croaker Healthy Steps Tracy Ekeren, HEART FirstLink Tri-College University, Nursing Paul Finstad, YMCA of Cass and Linda Getz-Kleiman, MD Rebecca Bakke Clay Counties Innovis Health Pediatrics Team Jim Brosseau, MD Sonya Fischer, Child Care Resource Nita Sherwin Senator Tom Fischer and Referral Senator Judy Lee Rep. Clara Sue Price

33 DAKOTA MEDICAL FOUNDATION

Foundation Our Committees

staff Executive Richard Vetter, MD Sindy Keller J. Patrick Traynor, JD Ashley Busby Lana Foss Chris Kennelly, JD President Event Center Coordinator Administrative Specialist David Clutter, MD Susan Mathison, MD Mike Warner Curt Noyes Fadel Nammour, MD

Governance Dave Akkerman, MD Bev Gravdahl Michelle Hogan Keely Ihry Alyssa Johnson Sandy Knutson Chris Kennelly, JD Healthy Steps Outreach Accounting Manager Strategic Initiatives Lead CassClayAlive! Accountant Fadel Nammour, MD Program Coordinator Kim Meyer

Richard Vetter, MD Larry Leitner Seth Novak Hope Yongsmith, MD

Finance/Investment Kim Palm Jeana Peinovich Tami Rust Amanda Sayre Michael Schumacher, CPA Curt Noyes Development Coordinator Lend A Hand Initiative Strategic Communications Executive Manager Chief Financial Officer Mike Warner Director Director Jay Eisenbeis Sindy Keller Robert Bakkum Richard Vetter, MD Eric Monson

Strategic Platforms Alex Steen Sara Stolt Deb Watne Susan Mathison, MD Accountant Director of Strategy Development Director David Clutter, MD and Iniatives Amanda Thomas Nancy Slotten Joel Haugen, MD Eric Monson Richard Vetter, MD Chris Kennelly, JD Our Jane Skalsky, RN Mike Warner board Bruce Domm, MD

Dave Akkerman, MD Robert Bakkum David Clutter, MD

Joel Haugen, MD Sindy Keller Chris Kennelly, JD Larry Leitner Susan Mathison, MD

Fadel Nammour, MD Curt Noyes Seth Novak Jane Skalsky, RN Nancy Slotten

Amanda Thomas J. Patrick Traynor, JD Richard Vetter, MD Michael Warner Hope Yongsmith, MD DMF President Chair

34 Annual financial and investment report AS OF AND FOR THE YEARS ENDED SEPTEMBER 30, 2015, AND 2014

Dakota Medical Foundation is diligent in the choice of its investment firm and closely monitors the structure of its portfolio for risk, long-term stability and performance, as carefully outlined in our investment policy. The Foundation’s chosen firm uses a “manager of managers” approach, rigorously selecting and overseeing proven individual asset managers. DMF assets are conservatively invested and broadly diversified. In fiscal year 2015, investment income was negative due to sharp stock market declines in the final quarter of our fiscal year. DMF has many lines of defense for maintaining value during choppy markets. Fixed income instruments provide a predictable income stream for the Foundation to operate initiatives, provide grants and meet operating expenses without liquidating investments during market lows.

Financial Facts FY 2015 FY 2014 ASSETS Cash and investments $96,423,916 $95,143,476 Return on investments -.6% 8.1% Receivables and other assets 778,343 499,834 Property and equipment, net 4,781,583 5,063,821 Total Assets $101,983,842 $100,707,131

LIABILITIES AND NET ASSETS Payables and accrued expenses $411,504 $593,549 Long-term debt, including current maturities 3,134,532 3,351,987 Unrestricted net assets 88,504,257 93,786,779 Restricted net assets 9,933,549 2,974,816 Total Liabilities and Net Assets $101,983,842 $100,707,131

CHANGES IN UNRESTRICTED NET ASSETS Revenues, gains, losses, and other support $(63,655) $7,104,393 Functional expenses Program costs 4,388,814 4,999,664 General and administrative 671,609 663,932 Fundraising 158,444 166,924 Increase (decrease) in Unrestricted Net Assets $(5,282,522) $1,273,873

35 DAKOTA MEDICAL FOUNDATION

OUR PURPOSE: Dakota Medical Foundation is dedicated to measurably improving health and access to healthcare services, with a special emphasis on children.

OUR VISION: A region of the healthiest people leading vibrantly healthy lives and able to access exceptional healthcare.

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.

4141 28th Ave S Fargo, ND 58104 701.271.0263 dakmed.org

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