FURP.ORG / PUBLIC DATA EXPLORER

ST LUKES HOSPITAL FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ST LUKES HOSPITAL FOUNDATION INC (EIN 56-1757097)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-14
IRS object ID
202522269349301612
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-14T09:35:04+00:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 Ridgefield CourtAddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28806ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561757097EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1St Luke's Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTLUBusinessNameControlTxt
Phone8288942693PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line189 West Mills StreetAddressLine1Txt
CityColumbusCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28722ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH PRESNELLPersonNm
Person TitleCFOPersonTitleTxt
Signature2025-08-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAmy BibbyPreparerPersonNm
PTINP00445891PTIN
Phone8282542254PhoneNum
Preparation2025-08-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION FOR ST LUKE'S HOSPITALBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH PRESNELLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line189 West Mills StreetAddressLine1Txt
CityColumbusCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28722ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$535,384GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SLHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTo raise funds in support of St. Luke's Hospital as it provides exemplary healthcare to our community.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$751,408PYContributionsGrantsAmt
CY Contributions Grants$335,068CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$148,634PYInvestmentIncomeAmt
CY Investment Income$198,415CYInvestmentIncomeAmt
PY Other Revenue-$7,633PYOtherRevenueAmt
CY Other Revenue-$7,434CYOtherRevenueAmt
PY Total Revenue$892,409PYTotalRevenueAmt
CY Total Revenue$526,049CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$132,551PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$156,104CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,620CYTotalFundraisingExpenseAmt
PY Other Expenses$88,542PYOtherExpensesAmt
CY Other Expenses$89,947CYOtherExpensesAmt
PY Total Expenses$221,093PYTotalExpensesAmt
CY Total Expenses$246,051CYTotalExpensesAmt
PY Revenues Less Expenses$671,316PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$279,998CYRevenuesLessExpensesAmt
Total Assets BOY$6,441,109TotalAssetsBOYAmt
Total Assets EOY$7,921,291TotalAssetsEOYAmt
Total Liabilities BOY$13,297TotalLiabilitiesBOYAmt
Total Liabilities EOY$91,665TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,427,812NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,829,626NetAssetsOrFundBalancesEOYAmt
MissionTo raise funds in support of St. Luke's Hospital as it provides exemplary healthcare to our community.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$172,329ExpenseAmt
DescTHE FOUNDATION FOR ST. LUKE'S HOSPITAL RAISES FUNDS TO SUPPORT PROJECTS WHICH WILL ENHANCE THE DELIVERY OF THE BEST POSSIBLE HEALTH CARE TO THE RESIDENTS OF THE ST. LUKE'S HOSPITAL SERVICE AREA. TO ACCOMPLISH THIS END, THE FOUNDATION MAINTAINS AND SOLICITS MEMBERSHIPS: THE PALMER AND JERVEY SOCIETY ARE DONORS WHO CONTRIBUTE AT LEAST $1,000 UP TO $4,999; THE SOCIETY OF 1972 ARE DONORS WHO CONTRIBUTE AT LEAST $5,000 UP TO $9,999; THE SOCIETY OF 1928 ARE DONORS WHO CONTRIBUTE AT LEAST $10,000.Desc
Total Program Service Expenses$172,329TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Elizabeth PresnellBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8288940954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 Hospital DriveAddressLine1Txt
CityColumbusCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28722ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
Ben Ellington
Chair1.0Yes (X)Yes (X)$0$0$0
Meghan Young
Secretary1.0Yes (X)Yes (X)$0$0$0
T Scott Pleune
Treasurer1.0Yes (X)Yes (X)$0$0$0
Tom Trobaugh
Vice Chair1.0Yes (X)Yes (X)$0$0$0
Aaron Greene
Trustee1.0Yes (X)$0$0$0
Alexandra Adams
Trustee1.0Yes (X)$0$0$0
Barbara Okelson
Trustee1.0Yes (X)$0$0$0
Becky Collins
Trustee1.0Yes (X)$0$0$0
Bill Miller
Trustee1.0Yes (X)$0$0$0
David Little
Trustee1.0Yes (X)$0$0$0
Ed Spencer
Trustee1.0Yes (X)$0$0$0
George Sweet
Trustee1.0Yes (X)$0$0$0
Jeff Byrd
Trustee1.0Yes (X)$0$0$0
Joanie Newman
Trustee1.0Yes (X)$0$0$0
Juli Haynie
Trustee1.0Yes (X)$0$0$0
Kim Adams
Trustee1.0Yes (X)$0$0$0
Lane Price
Trustee1.0Yes (X)$0$0$0
Linda Greensfelder
Trustee1.0Yes (X)$0$0$0
Linda Schutter
Trustee1.0Yes (X)$0$0$0
Nancy Holland
Trustee1.0Yes (X)$0$0$0
Ronald Peters
Trustee1.0Yes (X)$0$0$0
Amanda Thompson
Executive Director (Partial Year)1.0Yes (X)$0$104,735$040.0
Wendy Hamil
Executive Director (Partial Year)1.0Yes (X)$0$0$040.0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$104,735TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$10,436FundraisingAmt
All Other Contributions$324,632AllOtherContributionsAmt
Total Contributions$335,068TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,415TotalRevenueColumnAmt
Exclusion$198,415ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$10,436ContriRptFundraisingEventAmt
Fundraising Direct Expenses$9,335FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,335TotalRevenueColumnAmt
Exclusion-$9,335ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
RECOVERY OF BAD DEBT900099$993$993
Miscellaneous Revenue900099$908$908

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,901OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$526,049TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$190,981ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$116,115TotalAmt
Program Services$116,115ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$33,674TotalAmt
Program Services$15,920ProgramServicesAmt
Management And General$8,877ManagementAndGeneralAmt
Fundraising$8,877FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,315TotalAmt
Program Services$2,985ProgramServicesAmt
Management And General$1,665ManagementAndGeneralAmt
Fundraising$1,665FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,804TotalAmt
Program Services$1,046ProgramServicesAmt
Management And General$722ManagementAndGeneralAmt
Fundraising$36FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,474TotalAmt
Program Services$18,254ProgramServicesAmt
Management And General$12,590ManagementAndGeneralAmt
Fundraising$630FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,428TotalAmt
Program Services$5,467ProgramServicesAmt
Management And General$3,772ManagementAndGeneralAmt
Fundraising$189FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,630TotalAmt
Program Services$5,586ProgramServicesAmt
Management And General$3,852ManagementAndGeneralAmt
Fundraising$192FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,560TotalAmt
Program Services$905ProgramServicesAmt
Management And General$624ManagementAndGeneralAmt
Fundraising$31FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,051TotalAmt
Program Services$6,051ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$246,051TotalAmt
Program Services$172,329ProgramServicesAmt
Management And General$62,102ManagementAndGeneralAmt
Fundraising$11,620FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$748,365BOYAmt
EOY$866,841EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,849BOYAmt
EOY$5,577EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,650,272BOYAmt
EOY$7,048,873EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$34,623BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,441,109BOYAmt
EOY$7,921,291EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,297BOYAmt
EOY$1,564EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$90,101EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,297BOYAmt
EOY$91,665EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,887,772BOYAmt
EOY$7,289,586EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$540,040BOYAmt
EOY$540,040EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,427,812BOYAmt
EOY$7,829,626EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,441,109BOYAmt
EOY$7,921,291EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$279,998ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,196,557NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$74,741OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$951,158CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,184CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$830,227CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$557,382CurrentTaxYearMinus1YearAmt
Current Tax Year$335,068CurrentTaxYearAmt
Total$3,244,019TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$951,158CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,184CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$830,227CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$557,382CurrentTaxYearMinus1YearAmt
Current Tax Year$335,068CurrentTaxYearAmt
Total$3,244,019TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$3,244,019PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,833CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$125,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$148,634CurrentTaxYearMinus1YearAmt
Current Tax Year$198,415CurrentTaxYearAmt
Total$744,048TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,418CurrentTaxYearMinus1YearAmt
Current Tax Year$1,901CurrentTaxYearAmt
Total$13,319TotalAmt
FieldValueIRS element (for citing)
Total Support$4,001,386TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8107PublicSupportCY170Pct
Public Support PY1700.8169PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 11418.0, COLUMN E - 1901.0, COLUMN F - 13319.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
Descdue to related partiesDesc
Amt$90,101Amt
FieldValueIRS element (for citing)
Total Liability$90,101TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationThe Hospital, the Foundation, and SLPN are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been recorded in the accompanying consolidated financial statements. The Professional Building is a for-profit corporation subject to federal and state income taxes. The Hospital and the Affiliates have determined that they do not have any material unrecognized tax benefits or obligations as of September 30, 2024 or 2023.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ACHE AROUND THE LAKEEvent1Nm
Gross Receipts Event1$7,486GrossReceiptsEvent1Amt
Charitable Contri Event1$7,486CharitableContriEvent1Amt
Gross Revenue Event1$0GrossRevenueEvent1Amt
Other Direct Expenses Event1$6,722OtherDirectExpensesEvent1Amt
Event2WOMEN'S AMBASSADOR GROUPEvent2Nm
Gross Receipts Event2$2,950GrossReceiptsEvent2Amt
Charitable Contri Event2$2,950CharitableContriEvent2Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Other Direct Expenses Event2$2,613OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$10,436GrossReceiptsTotalAmt
Charitable Contributions Tot$10,436CharitableContributionsTotAmt
Gross Revenue Total Events$0GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$9,335OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$9,335DirectExpenseSummaryEventsAmt
Net Income Summary-$9,335NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsALEXANDRA ADAMS AND KIM ADAMS ARE BOTH BOARD MEMBERS. KIM ADAMS IS THE MOTHER OF ALEXANDRA ADAMS - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA COPY OF THE FORM 990 WILL BE MADE AVAILABLE TO EACH VOTING BOARD MEMBER FOR REVIEW PRIOR TO A BOARD MEETING. PLANS WILL BE TO PRESENT THE 990 AT THE BOARD MEETING AND, AFTER A QUESTION AND ANSWER PERIOD, THE VOTING BOARD WILL APPROVE THE FORM FOR SUBMISSION.
Form 990, Part VI, Line 12c Conflict of interest policyANY TRUSTEE, BOARD MEMBER, OFFICER OR COMMITTEE MEMBER HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS/HER INTEREST TO THE FOUNDATION BOARD OR BOARD COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY SIMPLE MAJORITY VOTE OF VOTING MEMBERS, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON DISCLOSING THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER NAME OR INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. A CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY EACH TRUSTEE. A CONFLICT OF INTEREST EXISTS WHENEVER AN INDIVIDUAL COULD BENEFIT FROM OTHERS, DIRECTLY OR INDIRECTLY, FROM ACCESS TO INFORMATION OR FROM A DECISION OVER WHICH THEY MIGHT HAVE INFLUENCE, OR, WHERE SOMEONE MIGHT REASONABLY PERCEIVE THERE TO BE SUCH A BENEFIT AND INFLUENCE. CONFLICTS OF INTEREST (REAL AND PERCEIVED) ARE UNAVOIDABLE AND SHOULD NOT PREVENT AN INDIVIDUAL FROM SERVING AS A DIRECTOR OR STAFF MEMBER UNLESS THE EXTENT OF THE INTEREST IS SO SIGNIFICANT THAT THE POTENTIAL FOR DIVIDED LOYALTY IS PRESENT IN A LARGE NUMBER OF SITUATIONS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialON AN ANNUAL BASIS, THE CHAIRPERSON OF THE FOUNDATION'S BOARD, IN CONJUNCTION WITH THE CEO OF ST. LUKE'S HOSPITAL, CONDUCT A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE ANNUAL REVIEW IS USED AS PART OF THE DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR. DURING THE MOST RECENT COMPENSATION DETERMINATION, A MARKET-BASED PAY SCALE WAS USED TO DETERMINE THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. QUALIFICATIONS AND YEARS OF EXPERIENCE ARE ALSO TAKEN INTO CONSIDERATION.
Form 990, Part VI, Line 19 Required documents available to the publicFORMS ARE AVAILABLE UPON REQUEST.
Form 990, Part IX, Line 11g Other FeesOTHER PROFESSIONAL FEES - Total Expense: 12644, Program Service Expense: 7333, Management and General Expenses: 5058, Fundraising Expenses: 253; purchased services - Total Expense: 18830, Program Service Expense: 10921, Management and General Expenses: 7532, Fundraising Expenses: 377; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesEquity transfer to affiliate - -84981; other changes in net assets - 10240;
Form 990, Part XII, Line 2c Change of oversight process or selection processThe process has not changed since the prior year.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ST LUKE'S HEALTH CARE INC
101 HOSPITAL DRIVECOLUMBUSNC28722561423318CONTROLLING ENTITYNC501(c)(3)PFNAfalse
ST LUKE'S PHYSICIAN NETWORK INC
101 HOSPITAL DRIVECOLUMBUSNC28722263082073PROVIDE HEALTH CARE SERVICES TO POLK COUNTY, NC residentsNC501(c)(3)3ST LUKE'S HEALTHCARE INCfalse
ST LUKE'S HOSPITAL INC
101 HOSPITAL DRIVECOLUMBUSNC28722560554222PROVIDE HEALTH CARE SERVICES TO POLK COUNTY, NC residentsNC501(c)(3)3ST LUKE'S HEALTHCARE INCfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd