ST LUKES HEALTH CARE FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HEALTH CARE FOUNDATION (EIN 42-1106819)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349310401
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:51:07-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421106819 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HEALTH CARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STLU | BusinessNameControlTxt |
| Phone | 3193697716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 A AVENUE NE STE 105 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KLINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193697796 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 205.167.2.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 13:05:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C69FFE27EEBC8ABCAB3DAA7C573007FFE9EEA434 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0BFB9BC94ADA8AF3BF63F4A24AA84C65C722C205 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THEODORE E TOWNSEND JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 A AVENUE NE STE 105 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,971,023 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITYPOINT.ORG/CEDARRAPIDS/ST-LUKES-FOUNDATIO | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT ST. LUKE'S HOSPITAL AS THE PREMIER RESOURCE FOR IMPROVING THE HEALTH OF EASTERN IOWANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $3,551 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,180 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,412,376 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,450,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $663,764 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,251 | CYProgramServiceRevenueAmt |
| PY Investment Income | $939,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,590,668 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,015,225 | PYTotalRevenueAmt |
| CY Total Revenue | $4,153,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,010,737 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,762,692 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $639,840 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $657,925 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $396,791 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $442,433 | PYOtherExpensesAmt |
| CY Other Expenses | $441,081 | CYOtherExpensesAmt |
| PY Total Expenses | $3,093,010 | PYTotalExpensesAmt |
| CY Total Expenses | $2,861,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $922,215 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,291,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,752,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,363,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $376,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $431,375 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,376,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,932,135 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT ST. LUKE'S HOSPITAL AS THE PREMIER RESOURCE FOR IMPROVING THE HEALTH OF EASTERN IOWANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,762,692 | ExpenseAmt |
| Grant | $1,762,692 | GrantAmt |
| Revenue | $116,075 | RevenueAmt |
| Desc | GRANTS, ALLOCATIONS AND PROGRAM SUPPORTST. LUKE'S HEALTH CARE FOUNDATION PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF ST. LUKE'S METHODIST HOSPITAL IN CEDAR RAPIDS, IOWA, AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO ITS PATIENTS, STUDENTS, STAFF, FACULTY AND RESIDENTS OF THE GEOGRAPHICAL AREA IT SERVES. IT SUPPORTS THE MISSIONS OF ST. LUKE'S HEALTHCARE AND ITS SUBSIDIARIES BY RAISING FINANCIAL CONTRIBUTIONS AND INVESTING THE PROCEEDS.THE GRANTS, ALLOCATIONS AND PROGRAM SUPPORT SERVICES MAY INCLUDE:CONTRIBUTIONS TO ST. LUKE'S METHODIST HOSPITAL FOR EQUIPMENT PURCHASES, TO OFFSET OPERATING EXPENSES AND MISCELLANEOUSSCHOLARSHIPS AND/OR LECTURESHIPS AWARDED TO INDIVIDUALS ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITALGRANTS TO LOCAL RURAL HEALTH COMMUNITIES ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITALMISCELLANEOUS GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS AND/OR INDIVIDUALS ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITAL | Desc |
| Total Program Service Expenses | $1,762,692 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER PERKINS SENIOR ACCOUNTANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3193697796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 A AVENUE NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MILTON AUNAN II TO 0617 | |||||||
| BOARD MEMBER & VP FIN/CFO (SLMH) | 40.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RYAN BURESH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF CANNON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI CHRISTOFFERSEN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TAMI CULVER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY EPLEY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTY HOEGER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY HOLTEY | |||||||
| BOARD SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DON JOHNSON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH KREWER MD | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES LAMORGESE MD | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NIKI LEE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY MORTIMORE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GENE NEIGHBOR | |||||||
| BOARD TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD PAYNTER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE RAMSEY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THEODORE TOWNSEND JR | |||||||
| BOARD MEMBER & CEO/PRESIDENT (SLMH) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG LAIRD | |||||||
| BOARD CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HEINRICH FR 0717 | |||||||
| SR VP FINANCE/CFO | 40.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE NIERMANN | |||||||
| BOARD MEMBER & COO | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY KLINGER | |||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $165,289 | $0 | $22,184 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $165,289 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,184 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,450,666 | AllOtherContributionsAmt |
| Noncash Contributions | $50,356 | NoncashContributionsAmt |
| Total Contributions | $2,450,666 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBS & JOINT VENTURES | 900099 | $60,671 | $60,671 |
| FOUNDATION SERVICE CTR | 561000 | $51,580 | $51,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,251 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $273 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,551 | UnrelatedBusinessRevenueAmt |
| Exclusion | $250,167 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,154,115 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,817,438 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,336,677 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,336,677 | TotalRevenueColumnAmt |
| Exclusion | $1,336,677 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,153,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,524 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,551 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,586,844 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,705 | TotalAmt |
| Program Services | $1,644,705 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,987 | TotalAmt |
| Program Services | $117,987 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,472 | TotalAmt |
| Management And General | $124,363 | ManagementAndGeneralAmt |
| Fundraising | $63,109 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,789 | TotalAmt |
| Management And General | $250,001 | ManagementAndGeneralAmt |
| Fundraising | $128,788 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,664 | TotalAmt |
| Management And General | $65,842 | ManagementAndGeneralAmt |
| Fundraising | $25,822 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,750 | TotalAmt |
| Management And General | $20,399 | ManagementAndGeneralAmt |
| Fundraising | $10,351 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,078 | TotalAmt |
| Management And General | $73,686 | ManagementAndGeneralAmt |
| Fundraising | $37,392 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,265 | TotalAmt |
| Management And General | $839 | ManagementAndGeneralAmt |
| Fundraising | $426 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,070 | TotalAmt |
| Management And General | $20,657 | ManagementAndGeneralAmt |
| Fundraising | $48,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,518 | TotalAmt |
| Management And General | $9,631 | ManagementAndGeneralAmt |
| Fundraising | $4,887 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,433 | TotalAmt |
| Management And General | $53,357 | ManagementAndGeneralAmt |
| Fundraising | $27,076 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,532 | TotalAmt |
| Management And General | $32,858 | ManagementAndGeneralAmt |
| Fundraising | $16,674 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,353 | TotalAmt |
| Management And General | $5,541 | ManagementAndGeneralAmt |
| Fundraising | $2,812 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944 | TotalAmt |
| Management And General | $3,280 | ManagementAndGeneralAmt |
| Fundraising | $1,664 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,582 | TotalAmt |
| Management And General | $11,663 | ManagementAndGeneralAmt |
| Fundraising | $5,919 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,729 | TotalAmt |
| Management And General | $4,464 | ManagementAndGeneralAmt |
| Fundraising | $2,265 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $46,127 | $25,170 | $20,957 |
| INCOME TAXES | $700 | $464 | $236 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,861,698 | TotalAmt |
| Program Services | $1,762,692 | ProgramServicesAmt |
| Management And General | $702,215 | ManagementAndGeneralAmt |
| Fundraising | $396,791 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,912 | BOYAmt |
| EOY | $1,981,079 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,085 | BOYAmt |
| EOY | $712,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,488 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,144 | BOYAmt |
| EOY | $124,738 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,635 | BOYAmt |
| EOY | $27,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $435,214 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $366,834 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,963 | BOYAmt |
| EOY | $68,380 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,378,841 | BOYAmt |
| EOY | $37,245,101 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,414 | BOYAmt |
| EOY | $168,256 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,578,117 | BOYAmt |
| EOY | $6,035,401 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,752,599 | BOYAmt |
| EOY | $46,363,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,632 | BOYAmt |
| EOY | $99,897 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,594 | BOYAmt |
| EOY | $331,478 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,226 | BOYAmt |
| EOY | $431,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,919,864 | BOYAmt |
| EOY | $3,615,763 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,517,975 | BOYAmt |
| EOY | $22,854,038 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,938,534 | BOYAmt |
| EOY | $19,462,334 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,376,373 | BOYAmt |
| EOY | $45,932,135 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,752,599 | BOYAmt |
| EOY | $46,363,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,291,887 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,837,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $426,324 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,198,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,579,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,277,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,412,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,450,665 | CurrentTaxYearAmt |
| Total | $11,917,842 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,198,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,579,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,277,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,412,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,450,665 | CurrentTaxYearAmt |
| Total | $11,917,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,043,033 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,874,809 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,360,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,891,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,018,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $253,991 | CurrentTaxYearAmt |
| Total | $6,925,024 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,551 | CurrentTaxYearAmt |
| Total | $17,915 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,693 | CurrentTaxYearMinus2YearsAmt |
| Total | $187,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,048,691 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,997,079 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,290,486 | BeginningYearBalanceAmt |
| Contributions | $31,340 | ContributionsAmt |
| Investment Earnings Or Losses | $4,727,072 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $567,398 | OtherExpendituresAmt |
| End Year Balance | $36,481,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,170,037 | BeginningYearBalanceAmt |
| Contributions | $149,403 | ContributionsAmt |
| Investment Earnings Or Losses | $3,568,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $597,812 | OtherExpendituresAmt |
| End Year Balance | $32,290,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,605,830 | BeginningYearBalanceAmt |
| Contributions | $1,055,346 | ContributionsAmt |
| Investment Earnings Or Losses | -$272,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,444 | OtherExpendituresAmt |
| End Year Balance | $29,170,037 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,298,283 | BeginningYearBalanceAmt |
| Contributions | $174,583 | ContributionsAmt |
| Investment Earnings Or Losses | $2,847,226 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $714,262 | OtherExpendituresAmt |
| End Year Balance | $28,605,830 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,958,607 | BeginningYearBalanceAmt |
| Contributions | $479,893 | ContributionsAmt |
| Investment Earnings Or Losses | $3,655,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $796,133 | OtherExpendituresAmt |
| End Year Balance | $26,298,283 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $209,240 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,594 | DepreciationAmt |
| Book Value | $68,380 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,380 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES (ST. LUKE'S DEVELOPMENT CO.) | $1,218,698 | C |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $4,816,703 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,035,401 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER SPLIT INTEREST AGREEMENT | $180,025 |
| DUE TO AFFILIATES | $151,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $331,478 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,640,131 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,837,551 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,905,183 | OtherRevenueAmt |
| Revenue Not Reported | $6,742,734 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,897,397 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $111,079 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $145,109 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $256,188 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,153,585 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,084,371 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,418,190 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,418,190 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,666,181 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $111,079 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $84,438 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $195,517 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,861,698 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY. |
| PART X, LINE 2: | UNITYPOINT HEALTH AND MOST OF ITS SUBSIDIARIES ARE CLASSIFIED AS TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(2) OF THE INTERNAL REVENUE CODE (THE CODE). TAX-EXEMPT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES ON RELATED INCOME, PURSUANT TO SECTION 501(A) OF THE CODE. THESE ORGANIZATIONS ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT THEY HAVE UNRELATED BUSINESS INCOME AS DESCRIBED UNDER PROVISIONS OF SECTION 511 OF THE CODE. THE SYSTEM FILES FORM 990 FOR SUBSTANTIALLY ALL OF ITS OPERATING ENTITIES IN THE U.S. FEDERAL JURISDICTION AND IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS BEFORE 2014. THE SYSTEM HAS NO MATERIAL UNCERTAIN TAX POSITIONS. CERTAIN SUBSIDIARIES ARE SUBJECT TO FEDERAL AND STATE INCOME TAXES. SOME OF THESE CORPORATIONS HAVE ACCUMULATED NET OPERATING LOSS CARRYFORWARDS THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME, IF ANY, DURING THE CARRYFORWARD PERIOD. DEFERRED TAX ASSETS AND LIABILITIES RELATED TO THESE SUBSIDIARIES WERE NOT MATERIAL. H.R. 1, ORIGINALLY KNOWN AS THE TAX CUTS AND JOBS ACT (THE ACT), WAS SIGNED INTO LAW ON DECEMBER 22, 2017. THE ACT CONTAINS VARIOUS PROVISIONS AFFECTING BOTH TAXABLE AND TAX-EXEMPT ENTITIES. TAX EXEMPT ENTITIES ARE IMPACTED IN PART BY THE INCLUSION OF A NEW EXCISE TAX ON EXCESS COMPENSATION FOR COVERED EMPLOYEES, CHANGES TO UNRELATED BUSINESS INCOME, CHANGES TO TAX RATES, AS WELL AS THEIR ABILITY TO ADVANCE REFUND BONDS. IN ADDITION, TAX-EXEMPT ENTITIES MAY BE IMPACTED THROUGH CERTAIN FOR-PROFIT SUBSIDIARIES AND/OR JOINT VENTURES BASED ON THE ACT'S PROVISIONS FOR TAX RATES, ELIMINATION OF THE CORPORATE ALTERNATIVE MINIMUM TAX, CHANGES TO NET OPERATING LOSS UTILIZATION AND CARRYOVER/CARRYBACK PERIOD, AND MEASUREMENT OF DEFERRED TAXES AS WELL AS OTHER LIMITATIONS ON DEDUCTIONS. THE ACT'S PROVISIONS MAY ALSO IMPACT DONOR TAX INCENTIVES FOR CHARITABLE GIVING. THE SYSTEM IS CURRENTLY ASSESSING THE OVERALL IMPACT OF THE ACT AND ITS IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 2,478,859. CHANGE IN BENEFICIAL INTEREST IN TRUSTS 426,324. ROUNDING |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSE REIMBURSEMENTS/REVENUE OFFSETS (FOUNDATION SERVICE CENTER) 51,580. ELIMINATING ENTRIES 93,529. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 2,418,188. ROUNDING 2. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRIES 32,858. EXPENSE REIMBURSEMENTS/REVENUE OFFSETS (FOUNDATION SERVICE CENTER) 51,580. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| COE COLLEGE | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | 420686467 | 501(C)(3) | $12,186 | OTHER |
| HELEN G NASSIF COMMUNITY CANCER CENTER | |||||||
| 202 10TH ST SE 285 | CEDAR RAPIDS | IA | 52403 | 452671609 | 501(C)(3) | $255,020 | PROGRAM SUPPORT |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 730 HAWKINS DR | IOWA CITY | IA | 52246 | 421189783 | 501(C)(3) | $11,895 | PROGRAM SUPPORT |
| ST LUKE'S METHODIST HOSPITAL | |||||||
| 1026 A AVENUE | CEDAR RAPIDS | IA | 524063026 | 420504780 | 501(C)(3) | $1,211,024 | PROGRAM SUPPORT |
| UNITYPOINT AT HOME | |||||||
| 11333 AURORA AVE | URBANDALE | IA | 50322 | 421477471 | 501(C)(3) | $30,130 | PROGRAM SUPPORT |
| UNITYPOINT CLINICS | |||||||
| 8101 BIRCHWOOD CT | JOHNSTON | IA | 50131 | 421411630 | 501(C)(3) | $15,378 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 42 | RecipientCnt |
| Cash Grant | $117,987 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS TO GOVERNMENTS AND ORGANIZATIONS: IRC SECTION 501(C)(3) ORGANIZATIONS RECEIVING GRANTS MUST PROVIDE EVIDENCE OF THEIR TAX EXEMPT STATUS. EACH ORGANIZATION RECEIVING FUNDING MUST SUBMIT A WRITTEN UPDATE, INCLUDING APPLICABLE EVIDENCE TO SUPPORT THE FUNDS WERE USED FOR THE INTENDED PURPOSE. SCHOLARSHIPS: BEFORE THE STUDENT CAN RECEIVE SCHOLARSHIP FUNDS, THEY MUST PROVIDE EVIDENCE OF ENROLLMENT FROM THE SCHOOL THEY ARE ATTENDING. AT THE CONCLUSION OF THEIR SEMESTER, THEY ARE REQUIRED TO SUBMIT A TRANSCRIPT OF RESULTS. CHECKS FOR SCHOLARSHIPS ARE JOINTLY ISSUED TO THE HIGHER EDUCATION INSTITUTION AND STUDENT. RURAL INITATIVE GRANTS: GRANTS ARE LIMITED TO COMMUNITIES IN THE ST. LUKE'S HOSPITAL MARKET AREA. GRANTEES ARE REQUIRED TO SUBMIT AN ANNUAL REPORT STATING HOW THE FUNDS HAVE BEEN UTILIZED. THE GRANTS ARE TYPICALLY IN SUPPORT OF EQUIPMENT PURCHASES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KLINGER | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $137,092 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $10,285 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $17,912 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,724 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,460 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $187,473 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 5: | FormAndLineReferenceDesc |
| Explanation | ST. LUKE'S METHODIST HOSPITAL PAYS COMPENSATION TO MARY KLINGER, IN THE AMOUNTS OF: BASE PAY $137,092, BONUS & INCENTIVE COMPENSATION $10,285, OTHER COMPENSATION $17,912, DEFERRED COMPENSATION $7,724, NONTAXABLE BENEFITS $14,460. ST. LUKE'S HEALTH CARE FOUNDATION REIMBURSES ST. LUKE'S METHODIST HOSPITAL FOR PART OF THE COMPENSATION PAID TO MARY KLINGER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $28,356 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | BASED ON RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | ST. LUKE'S METHODIST HOSPITAL APPOINTS AT LEAST ONE BOARD MEMBER, THE ST. LUKES METHODIST HOSPITAL CEO AND CFO ARE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE IOWA HEALTH SYSTEM TAX DEPARTMENT USING INFORMATION GATHERED FROM VARIOUS FUNCTIONAL AREAS OF THE ORGANIZATION. EACH SECTION OF THE RETURN IS REVIEWED BY FUNCTIONAL AREA WITH RESPONSIBILITY ALONG WITH THE TAX DEPARTMENT. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE CFO FOR REVIEW. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A DISCLOSURE QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. PERSONS REQUIRED TO REPORT, WHO HAVE NOT RETURNED QUESTIONNAIRES, WILL BE CONTACTED AND FOLLOW-UP WILL CONTINUE ON A REGULAR BASIS IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE INFORMATION DISCLOSED WILL BE USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS QUESTIONNAIRES. THE DUTY TO IDENTIFY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST IS A DUTY THAT IS ONGOING. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL IMMEDIATELY DISCLOSE SUCH POTENTIAL CONFLICT OR DUALITY OF INTEREST AS SOON AS THE INTEREST OCCURS. DISCLOSURE SHOULD BE MADE TO THE COVERED PERSON'S SUPERVISOR, DIRECTOR OF THE ORGANIZATION, OR THE BOARD CHAIR OF THE ORGANIZATION, AS APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION RELIES ON AN UNRELATED ORGANIZATION TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION BASED ON FAIR MARKET VALUE. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ST. LUKE'S HEALTH CARE FOUNDATION MAKES AVAILABLE TO THE PUBLIC THE ORGANIZATION'S BOARD OF DIRECTORS LIST ON ITS WEBSITE. FORM 990 TAX INFORMATION, CONFLICT OF INTEREST POLICY, AND WHISTLEBLOWER POLICY ARE AVAILABLE TO THE PUBLIC THROUGH ST. LUKE'S METHODIST HOSPITAL'S WEBSITE (WWW.UNITYPOINT.ORG/CEDARRAPIDS). |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN TRUSTS 426,324. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST #1 | ||||||||||||
| INVESTMENT | IA | ST LUKE'S HEALTH CARE FOUNDATION | T | Yes (1) | ||||||||
| CHARITABLE REMAINDER UNITRUST #2 | ||||||||||||
| INVESTMENT | IA | ST LUKE'S HEALTH CARE FOUNDATION | T | Yes (1) | ||||||||
| CHARITABLE REMAINDER UNITRUST #3 | ||||||||||||
| INVESTMENT | IA | ST LUKE'S HEALTH CARE FOUNDATION | T | Yes (1) | ||||||||
| ST LUKE'S DEVELOPMENT COMPANY | ||||||||||||
| LESSOR NONRESIDENTIAL REAL ESTATE | IA | ST LUKE'S HEALTH CARE FOUNDATION | C | Yes (1) | 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421353658 | $2,454,859 | $16,179,535 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S DEVELOPMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $3,551 | InvolvedAmt |
| Method Of Amount Determination | BASED ON GAAP, CASH, AND/OR FMV. | MethodOfAmountDeterminationTxt |
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