2024-03-21T14:15:39-05:00 2023-08-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2022-09-01 412000473 GENERATIONS HEALTH CARE INITIATIVES INC GENE 2183365700 130 W SUPERIOR STREET 700 DULUTH MN 55802 JESSIE PETERSON EXECUTIVE DIRECTOR 2183365700 2024-03-21 1 JESSIE PETERSON 999009999 0 JULIE BOYER P01278549 2187275025 2024-03-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 11598832 X 307439 246258 246258 10801 10801 174332 783549 174332 3683 17 742513 420607 202990 6616 196374 18335 917 19428 48428 48428 0 4298 0 4298 5323 144 0 1939 0 1810 0 1840 366280 1145 360832 649403 57250 582772 394724 372727 1044127 57250 955499 -301614 363357 62832 148696 148696 23990 28179 23990 23990 13936 8334 8334 961134 1160194 1160194 7704343 8355529 8355529 1905144 1693975 1693975 444478 73513 73513 92933 77910 3919 15023 15023 0 119578 119578 11123965 11598832 11598832 84781 99088 29472 143392 114253 242480 X 11009712 11356352 11009712 11356352 11123965 11598832 11009712 -301614 648254 11356352 0 11356352 PUBLICLY TRADED SECURITIES P 673084 609217 63867 63867 CAPITAL GAINS DIVIDENDS P 110465 110465 110465 174332 5051 0 5051 0 5051 10480 0 0 0 10480 X 0 5429 5429 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.GHCI.US TERRY LEONIDAS 2183365702 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NIC ALLEN 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 KIM DAUNER 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 DALE GREENE 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 STACY JOHNSTON 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 ANGIE MILLER 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 STEVE PATRONIS 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 MICHAEL SLAG MD 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 DIRECTOR 0.30 0 0 0 JIM SPREITZER 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 SECRETARY/TREASURER 0.50 0 0 0 YVONNE MICHAUD NOVAK 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 VICE CHAIR 0.50 0 0 0 CARL CRAWFORD 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 PAST CHAIR 0.50 0 0 0 ELIZABETH HENDERSON 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 CHAIR 0.50 0 0 0 TERRY LEONIDAS 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 CFO 20.00 30983 2168 0 MARY RAPPS 130 WEST SUPERIOR STREET SUITE 700 DULUTH MN 55802 EXECUTIVE DIRECTOR 40.00 128908 40931 0 MEGAN BREMMON 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 PROGRAM DIRECTOR 40.00 71388 14930 300 SONIA KJOS 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 MANAGEMENT INFORMATI 24.00 56651 3966 0 SARAH NELSON 130 W SUPERIOR STREET SUITE 700 DULUTH MN 55802 PROGRAM MANAGER 30.00 54270 3551 0 0 NONE 0 IMPROVING ACCESS TO CARE - GENERATIONS (GHCI) LEADS THE INSURE DULUTH COALITION, 15 ORGANIZATIONS PROVIDING A COORDINATED COMMUNITY APPROACH TO 1) INFORMING RESIDENTS OF DULUTH AND THE SURROUNDING AREA ABOUT COVERAGE OPPORTUNITIES AVAILABLE THROUGH MNSURE, 2) CONDUCTING OUTREACH TO TARGETED POPULATIONS TO ENCOURAGE ENROLLMENT, AND 3) PROVIDING INDIVIDUAL ENROLLMENT ASSISTANCE. GHCI COORDINATES PROJECT ACTIVITIES AND PROVIDES MANAGEMENT FOR GRANTS PROVIDED BY MNSURE AND BLUE CROSS BLUE SHIELD. ADDITIONALLY, GHCI FUNDS THE LAKE SUPERIOR COMM. HLTH. CTR. TO OPERATE ITS HEALTH CARE ACCESS OFFICE. THE OFFICE HELPS TO INCREASE ACCESS TO HEALTH CARE FOR THE UNINSURED AND UNDER-INSURED BY ENROLLING THEM IN HEALTH COVERAGE AND PHARMACEUTICAL ASSISTANCE PROGRAMS. THE STAFF SCREENS INDIVIDUALS, ASSISTS IN COMPLETING THE APPLICATIONS, AND PROVIDES ADVOCACY. GHCI ALSO SUPPORTS THE EFFORTS OF THE STATEWIDE NAVIGATOR COALITION THROUGH LEADING COALITION MEMBERSHIP DEVELOPMENT AND INFRASTRUCTURE. 407527 ADVANCING HEALTH EQUITY - GENERATIONS PROVIDES FUNDS AND SUPPORT TO THE FOLLOWING ORGANIZATIONS AND INITIATIVES AIMED AT IMPROVING HEALTH EQUITY IN THE COMMUNITY: 1) DULUTH COMMUNITY SCHOOL COLLABORATIVE TO EMPLOY A COMMUNITY HEALTH WORKER (CHW) TO SERVE STUDENTS AND FAMILIES IN MYERS-WILKENS ELEMENTARY SCHOOL, LINCOLN PARK MIDDLE SCHOOL AND DENFELD HIGH SCHOOL THAT ARE EXPERIENCING BARRIERS TO HEALTH. 2) HEALTH EQUITY NORTHLAND AND OTHER PARTNERS ON AN AFRICAN HERITAGE COVID-19 OUTREACH PROJECT WITH FOCUS ON SYSTEMIC CAUSES OF HEALTH INEQUITIES. 3) BRIDGING HEALTH DULUTH (BHD) ON FOCUSING EQUITY IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN PROCESS. 4) BHD RESOURCEFUL PROJECT ON RECRUITING AND SUPPORTING A COMMUNITY ADVISORY TEAM IN A COMMUNITY PARTICIPATORY BASED EVALUATION PROCESS. 170383 LEVERAGING AND SUPPORTING STRATEGIC ALLIANCES - GENERATIONS PROVIDES LEADERSHIP AND FINANCIAL SUPPORT TO INITIATIVES IN THE REGION INCLUDING: 1) BRIDGE TO HEALTH SURVEY - A REGIONAL ADULT HEALTH STATUS SURVEY. GENERATIONS SERVES AS THE BACKBONE ORGANIZATION OF THIS EFFORT, RESPONSIBLE FOR FUNDRAISING, COORDINATING, AND COMMUNICATING THE SURVEY RESULTS. 2) BRIDGING HEALTH DULUTH (BHD) - A COLLABORATIVE THAT DEVELOPS A COMMUNITY HEALTH NEEDS ASSESSMENT AND EXECUTES A COMMUNITY HEALTH IMPLEMENTATION PLAN. 150257 PROGRAM DEVELOPMENT - GENERAL PROGRAM DEVELOPMENT INCLUDES ACTIVITIES SUCH AS FORMATIVE RESEARCH, PROGRAM PLANNING, AND TRAINING RELATED TO PROGRAM DEVELOPMENT. 8747 0 11008571 77084 0 11085655 0 0 11085655 166285 10919370 545969 545969 5051 5051 540918 0 540918 0 540918 955499 0 955499 540918 0 0 490429 297901 302475 508635 249712 1849152 955499 0 0 0 540918 414581 0 0 2263733 0 0 0 0 0 50000 440429 1773304 297901 302475 508635 249712 414581 X COMMUNITY ACTION DULUTH INC 2424 W 1ST ST SUITE 102 DULUTH MN 55805 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 75860 DULUTH COMMUNITY SCHOOL COLLABORATIVE 1027 N 8TH AVE E DULUTH MN 55805 N/A PC EDUCATE FAMILIES ON ACCESS TO HEALTH CARE 52632 LAKE SUPERIOR COMMUNITY HEALTH CENTER 4325 GRAND AVE DULUTH MN 55807 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 146903 WE HEALTH CLINIC 32 EAST 1ST ST SUITE 300 DULUTH MN 55802 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 9057 YMCA AT THE ESSENTIA WELLNESS CENTER PO BOX 3678 DULUTH MN 55803 N/A PC INFORMING RESIDENTS ABOUT COVERAGE THROUGH MNSURE 38275 DULUTH SUPERIOR AREA COMMUNITY FOUNDATION 324 W SUPERIOR ST DULUTH MN 55802 N/A PC PROVIDE RESOURCES TO THE AFRICAN HERITAGE COMMUNITY 50000 372727 0 14 246258 16 10801 18 174332 OTHER INCOME 01 17 3666 0 431408 3666 435074 11A OTHER INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 BLUE CROSS AND BLUE SHIELD OF MN FOUNDATION PO BOX 64560 ST PAUL MN 55164 50000 X 2 MNSURE 355 RANDOLPH AVE ST PAUL MN 55102 256689 X ACCOUNTING FEES 18335 917 19428 RIGHT-OF-USE LEASE ASSET 2022-09-01 144370 65.000000000000 24792 0 24792 LEASEHOLD IMPROVEMENTS 2001-01-01 8211 8012 SL 15.000000000000 199 0 MOVEABLE EQUIPMENT 2001-01-01 84722 67959 SL 5.000000000000 1740 0 ABBVIE INC 38792 38792 AMAZON.COM INC 32206 32206 ANTHEM INC 37703 37703 APPLE INC 29448 29448 BANK OF AMERICA CORP 51239 51239 BANK OF MONTREAL 34095 34095 BRISTOL-MYERS SQUIBB CO. 13022 13022 BUNGE LTD FINANCE CORP 13887 13887 CAPITAL ONE FINANCIAL CO 37218 37218 CHEVRON CORP 47033 47033 COMCAST CORP 43393 43393 CVS HEALTH CORP 34437 34437 DIGITAL REALTY TRUST LP 37268 37268 EQUINIX INC 29583 29583 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND 415156 415156 FEDEX CORP 12378 12378 GOLDMAN SACHS GROUP INC 48330 48330 JPMORGAN CHASE & CO 50455 50455 LOWE'S COS INC 11910 11910 MORGAN STANLEY 37794 37794 O'REILLY AUTOMOTIVE INC 28684 28684 PAYDEN EMERGING MARKETS BOND FUND 215191 215191 PIMCO INTERNATIONAL BOND FUND 263006 263006 PNC FINANCIAL SERVICES 16775 16775 ROYAL BANK OF CANADA 13442 13442 UNION PACIFIC CORP 12589 12589 WALT DISNEY COMPANY/THE 46632 46632 WESTPAC BANKING CORP 42309 42309 ACCENTURE PLC 26873 26873 AGCO CORP COM 29662 29662 ALIGN TECHNOLOGY INC 27761 27761 ALPHABET INC CL C 164271 164271 AMAZON COM INC COM 142012 142012 AMEX CONSUMER DISCR SPDR 218850 218850 AMEX ENERGY SELECT SPDR 200070 200070 APPLE INC 227135 227135 ARISTA NETWORKS INC 41194 41194 ARTISAN INTERNATIONAL FUND INSTITUTIONAL CLASS 326581 326581 BOOKING HOLDINGS INC 31050 31050 BOSTON SCIENTIFIC CORP COM 39592 39592 BROADCOM INC 78446 78446 CADENCE DESIGN SYSTEMS INC 23323 23323 CANADIAN PACIFIC KANSAS CITY L 28101 28101 CENTENE CORP DEL COM 22317 22317 CHEWY INC 14676 14676 CHIPOTLE MEXICAN GRILL INC 38533 38533 CONSTELLATION BRANDS INC 28922 28922 COSTCO WHOLESALE CORP 30760 30760 DANAHER CORP 34980 34980 DEXCOM INC 40796 40796 DODGE & COX INTERNATIONAL STOCK FUND 570248 570248 DODGE & COX STOCK FUND 1030180 1030180 ECOLAB INC 25182 25182 ELI LILLY & CO COM 46553 46553 ESTEE LAUDER COMPANIES INC 23116 23116 FINANCIAL SELECT SECTOR SPDR FUND 180495 180495 FLEETCOR TECHNOLOGIES INC 40216 40216 FORTUNE BRANDS INNOVATIONS 31335 31335 GXO LOGISTICS 25332 25332 INTERCONTINENTAL EXCHANGE, INC 35987 35987 INTUITIVE SURGICAL INC 30017 30017 INVESCO OPPENHEIMER DEVELOPING MARKETS FUND 472595 472595 ISHARES MSCI EAFE ETF 159154 159154 ISHARES MSCI EMERGING MARKETS 251667 251667 ISHARES RUSSELL 1000 GROWTH ETF 310101 310101 ISHARES RUSSELL 2000 ETF 339498 339498 ISHARES RUSSELL MID-CAP GROWTH 314607 314607 ISHARES RUSSELL MID-CAP VALUE 165795 165795 JP MORGAN MID CAP VALUE FUND-CLASS R6 382195 382195 LULULEMON ATHLETICA INC 35457 35457 META PLATFORMS INC. 77523 77523 MICROSOFT CORP 198950 198950 MORGAN STANLEY COM 27078 27078 NETFLIX INC 35995 35995 NORWEGIAN CRUISE LINE HOLDINGS LTD 15758 15758 NVIDIA CORP COM 112529 112529 OKTA INC 24969 24969 PALO ALTO NETWORKS INC 46227 46227 POOL CORPORATION COM 22667 22667 S&P GLOBAL INC 35568 35568 SALESFORCE INC 48500 48500 SERVICENOW INC. 47106 47106 SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF 211660 211660 SPDR DOW JONES REIT ETF 370630 370630 T ROWE PRICE INSTITUTIONAL EMERGING MARKETS EQUITY FUND 205563 205563 TRACTOR SUPPLY CO COM 31464 31464 TRADE DESK INC/THE 33693 33693 TRANSDIGM GROUP INC COM 27116 27116 TRIBUTARY SMALL COMPANY FUND CLASS 198082 198082 TRIMBLE INC 22847 22847 TWILIO INC 15928 15928 ULTA BEAUTY, INC. 28637 28637 VANGUARD REAL ESTATE ETF 102975 102975 VERTEX PHARMACEUTICALS INC COM 32047 32047 VISA INC-CLASS A SHRS 68545 68545 XPO LOGISTICS INC 27837 27837 1160194 1160194 0 0 ACC INT REC - SECURITIES FMV 14527 14527 MONEY MARKET FUNDS FMV 58986 58986 LEASEHOLD IMPROVEMENTS 8211 8211 0 MOVEABLE EQUIPMENT 84722 69699 15023 RIGHT-OF-USE LEASE ASSETS 0 119578 119578 OFFICE EXPENSES 7284 0 7009 DUES AND MEMBERSHIPS 1260 0 1260 PARKING 1325 0 1178 INSURANCE 5634 0 5601 LEASED EMPLOYEES 56714 0 57796 COMPUTER SUPPLIES & SOFTWARE 31554 0 26665 PROGRAM DEVELOPMENT 3652 0 3558 LEVERAGING AND SUPPORTING STRATEGIC ALLIANCES 44210 0 44250 PAYROLL FEES 22881 1144 21737 ADVANCING HEALTH EQUITY 46357 0 46279 IMPROVING ACCESS TO CARE 120592 0 120683 TAX RETURN REGISTRATION 25 1 24 AMORTIZATION 24792 0 24792 OTHER INCOME 3683 17 3683 UNREALIZED GAIN ON INVESTMENTS 648254 ASSETS HELD FOR OTHERS 29472 27532 RIGHT-OF-USE LEASE LIABILITIES 0 115860 INVESTMENT MANAGEMENT FEES 48428 48428 0 EXCISE TAXES 5179 0 0 FOREIGN TAXES 144 144 0