SAINT LUKES FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LUKES FOUNDATION (EIN 44-6014699)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201703079349301510
- Schema version
- 2016v3.1
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T11:49:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446014699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN WALTON | InCareOfNm |
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 8169325819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WALTON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8169325819 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin R Ensminger CPA | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8162216300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43372220173075000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F98601E9B9506236E52EC7389D8642B2D9C3057 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5011C478CD965E1643EECA60D757D32451E947F9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE VANDERHOEF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,042,459 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SAINTLUKESGIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROMOTION AND SUPPORT OF MEDICAL EDUCATION, RESEARCH, AND PATIENT CARE PROGRAMS FOR THE BENEFIT OF SAINT LUKE'S HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,911,586 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,463,380 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,073,199 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,503,075 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,544,604 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,963,508 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,197,619 | PYOtherRevenueAmt |
| CY Other Revenue | $1,432,655 | CYOtherRevenueAmt |
| PY Total Revenue | $37,727,008 | PYTotalRevenueAmt |
| CY Total Revenue | $30,362,618 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,147,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,716,644 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,947,698 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,577,258 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,127,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,256,020 | PYOtherExpensesAmt |
| CY Other Expenses | $4,400,808 | CYOtherExpensesAmt |
| PY Total Expenses | $27,351,618 | PYTotalExpensesAmt |
| CY Total Expenses | $29,694,710 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,375,390 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $667,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,476,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $171,090,813 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,853,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,654,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $163,622,990 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $167,436,486 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SPONSORSHIP OF SPECIFIC PROJECTS AND PROGRAMS TO IMPROVE AND SUPPORT MEDICAL SERVICES TO THE PATIENTS SERVED BY THE SAINT LUKE'S HEALTH SYSTEM AND, IN CONNECTION WITH SUCH ACTIVITIES, TO PROMOTE HEALTH EDUCATION, TRAINING, PREVENTION AND RESEARCH PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $27,027,807 | ExpenseAmt |
| Grant | $23,716,644 | GrantAmt |
| Revenue | $10,219,198 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $27,027,807 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 143 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WALTON | PersonNm |
| Phone | 8169325819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KIETH ASEL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK AUSTENFELD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BLOCH | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BORKON MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BOSWELL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BYBEE MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HENDREN MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LARRY JONES | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KNOPKE | ||||||||
| TRUSTEE/TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AUDREY LANGWORTHY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GINA LAWSON DO | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GREG MADAY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAN MARGOLIN MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MCMEEL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MEARA | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHIP MOXLEY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MUELLER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KARIN OLDS MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROL POWELL | ||||||||
| TRUSTEE/SECRETARY | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCOTT RAVIS | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| B JOHN READEY III | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE RICHTER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KIRSTIN SALZMAN | ||||||||
| TRUSTEE/PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALLIE SCHOLES MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY SPRADLEY | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRAD STEINLE MD | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TRACY STEVENS MD | ||||||||
| TRUSTEE/VICE PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK THOMPSON | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY WAGES | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WAGSTAFF | ||||||||
| TRUSTEE/CHAIRPERSON | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GAYDEN CARRUTH | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GARY GADDIS | ||||||||
| TRUSTEE/PRESIDENT(END 05/2016) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES HORNER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH HUBER | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK LINTECUM | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LOZOFF | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NED O'CONNOR | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TERRY WALL | ||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE MILLARD | ||||||||
| INTERIM EXECUTIVE DIRECTOR | 40.0 | 0.0 | $115,546 | $0 | $27,126 | Yes (X) | ||
| JEFF THURLOW | ||||||||
| CFO (ENDING 09/2016) | 40.0 | 0.0 | $112,305 | $0 | $23,379 | Yes (X) | ||
| BRIAN WALTON | ||||||||
| CFO (STARTING 09/2016) | 40.0 | 0.0 | $25,000 | $0 | $998 | Yes (X) | ||
| BRIAN MOORE | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.0 | 0.0 | $113,191 | $0 | $11,692 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $366,042 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,195 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $668,059 | FundraisingAmt |
| All Other Contributions | $10,795,321 | AllOtherContributionsAmt |
| Noncash Contributions | $521,572 | NoncashContributionsAmt |
| Total Contributions | $11,463,380 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH & EDUCATION SEMINARS | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $8,503,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,503,075 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,503,075 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,233,317 | TotalRevenueColumnAmt |
| Exclusion | $3,233,317 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,487 | TotalRevenueColumnAmt |
| Exclusion | $9,487 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $712,639 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $854,032 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$141,393 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$141,393 | TotalRevenueColumnAmt |
| Exclusion | -$141,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,583,521 | SecuritiesAmt |
| Other | $4,671,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,216,579 | SecuritiesAmt |
| Other | $4,308,351 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,366,942 | SecuritiesAmt |
| Other | $363,249 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,730,191 | TotalRevenueColumnAmt |
| Exclusion | $5,730,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $136,293 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $668,059 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $300,879 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$164,586 | TotalRevenueColumnAmt |
| Exclusion | -$164,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | $1,716,123 | $1,716,123 | |
| MISCELLANEOUS INCOME | 900099 | $13,024 | $13,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,729,147 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,362,618 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,219,198 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $8,680,040 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,579,230 | TotalAmt |
| Program Services | $23,579,230 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,414 | TotalAmt |
| Program Services | $137,414 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,354 | TotalAmt |
| Management And General | $152,177 | ManagementAndGeneralAmt |
| Fundraising | $152,177 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,543 | TotalAmt |
| Management And General | $434,517 | ManagementAndGeneralAmt |
| Fundraising | $599,026 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,351 | TotalAmt |
| Management And General | $12,160 | ManagementAndGeneralAmt |
| Fundraising | $21,191 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,485 | TotalAmt |
| Management And General | $33,333 | ManagementAndGeneralAmt |
| Fundraising | $69,152 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,525 | TotalAmt |
| Management And General | $78,060 | ManagementAndGeneralAmt |
| Fundraising | $25,465 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126 | TotalAmt |
| Management And General | $1,126 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,825 | TotalAmt |
| Management And General | $49,825 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,886 | TotalAmt |
| Program Services | $363,465 | ProgramServicesAmt |
| Management And General | $373,312 | ManagementAndGeneralAmt |
| Fundraising | $131,109 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,956 | TotalAmt |
| Program Services | $99,557 | ProgramServicesAmt |
| Management And General | $5,382 | ManagementAndGeneralAmt |
| Fundraising | $36,017 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,337 | TotalAmt |
| Program Services | $26,201 | ProgramServicesAmt |
| Management And General | $95,152 | ManagementAndGeneralAmt |
| Fundraising | $12,984 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,492 | TotalAmt |
| Program Services | $2,531 | ProgramServicesAmt |
| Management And General | $134,731 | ManagementAndGeneralAmt |
| Fundraising | $230 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,621 | TotalAmt |
| Program Services | $3,097 | ProgramServicesAmt |
| Management And General | $5,182 | ManagementAndGeneralAmt |
| Fundraising | $15,342 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,765 | TotalAmt |
| Program Services | $534,110 | ProgramServicesAmt |
| Management And General | $70 | ManagementAndGeneralAmt |
| Fundraising | $3,585 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,439 | TotalAmt |
| Management And General | $77,439 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,100 | TotalAmt |
| Program Services | $44,469 | ProgramServicesAmt |
| Management And General | $60,631 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Administrative Fees | $1,716,123 | $1,716,123 | ||
| SUBSCRIPTIONS/PUBLICATIONS | $223,515 | $222,673 | $671 | $171 |
| UNCOLLECTIBLE PLEDGES | $180,182 | $180,182 | ||
| MEMBERSHIP DUES | $38,439 | $33,399 | $763 | $4,277 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,002 | TotalAmt |
| Program Services | $85,356 | ProgramServicesAmt |
| Management And General | $25,306 | ManagementAndGeneralAmt |
| Fundraising | $56,340 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,694,710 | TotalAmt |
| Program Services | $27,027,807 | ProgramServicesAmt |
| Management And General | $1,539,837 | ManagementAndGeneralAmt |
| Fundraising | $1,127,066 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,114,982 | BOYAmt |
| EOY | $13,019,292 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,776,750 | BOYAmt |
| EOY | $1,324,176 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,775 | BOYAmt |
| EOY | $337,611 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013 | BOYAmt |
| EOY | $85,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,410,791 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,717,601 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,204,563 | BOYAmt |
| EOY | $6,693,190 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,096,280 | BOYAmt |
| EOY | $147,337,181 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,801,339 | BOYAmt |
| EOY | $2,293,602 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,476,702 | BOYAmt |
| EOY | $171,090,813 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,628,621 | BOYAmt |
| EOY | $2,506,136 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,091 | BOYAmt |
| EOY | $1,148,191 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,853,712 | BOYAmt |
| EOY | $3,654,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,308,093 | BOYAmt |
| EOY | $2,790,838 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,202,508 | BOYAmt |
| EOY | $122,516,458 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,112,389 | BOYAmt |
| EOY | $42,129,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,622,990 | BOYAmt |
| EOY | $167,436,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,476,702 | BOYAmt |
| EOY | $171,090,813 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $667,908 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,455,091 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $620,031 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $70,466 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $11,732,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,631,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,262,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,911,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,463,380 | CurrentTaxYearAmt |
| Total | $64,000,292 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,732,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,631,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,262,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,911,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,463,380 | CurrentTaxYearAmt |
| Total | $64,000,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,011,777 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,988,515 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,577,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,531,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,098,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,023,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,955,443 | CurrentTaxYearAmt |
| Total | $19,187,293 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,729,147 | CurrentTaxYearAmt |
| Total | $1,729,147 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $84,916,732 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $42,788,664 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65933 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70249 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,056,901 | BeginningYearBalanceAmt |
| Contributions | $656,302 | ContributionsAmt |
| Investment Earnings Or Losses | $5,329,975 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $225,988 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,980,057 | OtherExpendituresAmt |
| Administrative Expenses | $558,399 | AdministrativeExpensesAmt |
| End Year Balance | $71,278,734 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,722,900 | BeginningYearBalanceAmt |
| Contributions | $2,202,734 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,110,990 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $93,262 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,081,893 | OtherExpendituresAmt |
| Administrative Expenses | $582,588 | AdministrativeExpensesAmt |
| End Year Balance | $68,056,901 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,869,101 | BeginningYearBalanceAmt |
| Contributions | $1,014,989 | ContributionsAmt |
| Investment Earnings Or Losses | $4,365,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $141,544 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,715,357 | OtherExpendituresAmt |
| Administrative Expenses | $670,080 | AdministrativeExpensesAmt |
| End Year Balance | $71,722,900 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,268,918 | BeginningYearBalanceAmt |
| Contributions | $539,183 | ContributionsAmt |
| Investment Earnings Or Losses | $12,840,910 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $131,332 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,041,052 | OtherExpendituresAmt |
| Administrative Expenses | $607,527 | AdministrativeExpensesAmt |
| End Year Balance | $68,869,100 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,510,864 | BeginningYearBalanceAmt |
| Contributions | $501,063 | ContributionsAmt |
| Investment Earnings Or Losses | $7,415,458 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,414 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,565,732 | OtherExpendituresAmt |
| Administrative Expenses | $550,320 | AdministrativeExpensesAmt |
| End Year Balance | $59,268,919 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.59105 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40895 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,465,297 | OtherCostOrOtherBasisAmt |
| Book Value | $3,465,297 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,041,073 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,882,298 | DepreciationAmt |
| Book Value | $3,158,775 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $904,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $835,303 | DepreciationAmt |
| Book Value | $69,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $6,693,190 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity Obligations | Desc |
| Amt | $1,148,191 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,148,191 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,120,689 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,455,091 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,302,980 | OtherRevenueAmt |
| Revenue Not Reported | $3,758,071 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,362,618 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $30,362,618 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,927,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,232,514 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,232,514 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,694,710 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $29,694,710 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED RESTRICTIONS. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | RENTAL EXPENSES $ 854,032 FUNDRAISING EVENT EXPENSES $ 300,879 ELIMINATION $ 75,000 ADJUSTMENT OF CSV OF LIFE INSURANCE $ 70,466 GAIN/LOSS ON DISPOSAL OF FIXED ASSETS $ 2,603 ----------- $ 1,302,980 |
| SCHEDULE D, PART XII, LINE 2D | RENTAL EXPENSES $ 854,032 FUNDRAISING EVENT EXPENSES $ 300,879 ELIMINATION $ 75,000 GAIN/LOSS ON DISPOSAL OF FIXED ASSETS $ 2,603 ----------- $ 1,232,514 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PAINT THE TOWN | Event1Nm |
| Gross Receipts Event1 | $247,700 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $207,775 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,925 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,137 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $64,871 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $36,471 | OtherDirectExpensesEvent1Amt |
| Event2 | MEI GALA | Event2Nm |
| Gross Receipts Event2 | $170,443 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $137,920 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $32,523 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,969 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $32,904 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $49,467 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $386,209 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $322,364 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $63,845 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $26,147 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,750 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $70,163 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $804,352 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $668,059 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $136,293 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,106 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $123,922 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $156,101 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $300,879 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$164,586 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SAINT LUKE'S CARDIOVASCULAR CONSULTANTS | |||||||
| 4330 WORNALL ROAD | KANSAS CITY | MO | 64111 | 221999465 | 501(C)(3) | $601,103 | MEDICAL DIRECTORS AND GENERAL OPERATIONS |
| SAINT LUKE'S HOME CARE & HOSPICE | |||||||
| 3100 BROADWAY NO 1000 | KANSAS CITY | MO | 64111 | 431127200 | 501(C)(3) | $443,429 | BEREAVEMENT PROGRAM GENERAL OPERATIONS |
| KANSAS CITY CARE CLINIC | |||||||
| 3515 BROADWAY | KANSAS CITY | MO | 64111 | 430967292 | 501(C)(3) | $260,000 | INDIGENT CARE |
| SAINT LUKE'S COLLEGE OF HEALTH SCIENCES | |||||||
| 624 WESTPORT ROAD | KANSAS CITY | MO | 64111 | 272716128 | 501(C)(3) | $217,302 | SCHOLARSHIPS AND GENERAL PROGRAM SUPPORT |
| SAINT LUKES EAST HOSPITAL | |||||||
| 100 NE SAINT LUKES BOULEVARD | LEES SUMMIT | MO | 64086 | 562488077 | 501(C)(3) | $184,825 | EQUIPMENT AND PROGRAM SUPPORT |
| SAINT LUKE'S HEALTH SYSTEM | |||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | 431747502 | 501(C)(3) | $209,810 | CHARITY CARE AND RESEARCH SUPPORT |
| ARTISTS HELPING THE HOMELESS | |||||||
| 3625 WARWICK BLVD | KANSAS CITY | MO | 64111 | 262063489 | 501(C)(3) | $125,000 | CARE FOR HOMELESS |
| SAINT LUKE'S NORTH HOSPITAL | |||||||
| 601 SOUTH 169 HIGHWAY | SMITHVILLE | MO | 64089 | 440565393 | 501(C)(3) | $115,406 | GENERAL OPERATIONS |
| MIDWEST BIOMEDICAL RESEARCH FOUNDATION | |||||||
| 4801 E LINWOOD BLVD | KANSAS CITY | MO | 64128 | 431496422 | 501(C)(3) | $96,216 | RESEARCH |
| MIDWEST EAR INSTITUTE | |||||||
| 4320 WORNALL ROAD NO 420 | KANSAS CITY | MO | 64111 | 480905027 | 501(C)(3) | $44,736 | GENERAL OPERATIONS |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $30,684 | GO RED FOR WOMEN CAMPAIGN |
| ROSE BROOKS CENTER | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | 510231573 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| SAINT LUKE'S HOSPITAL OF KANSAS CITY | |||||||
| 4401 WORNALL ROAD | KANSAS CITY | MO | 64111 | 440545297 | 501(C)(3) | $17,015,957 | RESEARCH 7 MEDICAL EDUCATION |
| UNIVERSITY OF MISSOURI KANSAS CITY | |||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 436003859 | 501(C)(3) | $1,717,538 | MEDICAL SCHOOL AFFILIATION BETWEEN UMKC AND SAINT LUKE'S HOSPITAL |
| CRITTENTON CHILDREN'S CENTER | |||||||
| 10918 ELM AVENUE | KANSAS CITY | MO | 64134 | 440545808 | 501(C)(3) | $1,550,178 | GENERAL OPERATIONS |
| SAINT LUKE'S PHYSICIAN SPECIALISTS | |||||||
| 4401 WORNAL ROAD | KANSAS CITY | MO | 64111 | 760820897 | 501(C)(3) | $945,046 | MEDICAL ENDOWED CHAIRS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATION | 43 | $28,578 |
| FINANCIAL HARDSHIP | 37 | $9,915 |
| SCHOLARSHIPS | 11 | $10,875 |
| GERIATRIC PROGRAM AND EDUCATION | 700 | $88,046 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | USE OF GRANT FUNDS IS MONITORED THROUGH PERIODIC REVIEW OF EXPENDITURES AND REPORTING ON GRANT OUTCOMES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,070 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $353,636 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NET PROCEEDS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DONATED PROGRAM ITEMS | 20 | $11,002 | FMV |
| Yes (X) | DONATED FOOD AND SUPPLIES FOR EVENTS | 11 | $49,083 | FMV |
| Yes (X) | DONATED AUCTION ITEMS | 183 | $65,781 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | IN 2016, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES: CAPITAL FACILITIES AND EQUIPMENT AT SAINT LUKE'S HEALTH SYSTEM ENTITIES. MEDICAL ENDOWED CHAIRS - EXPENDITURES TO SUPPORT MEDICAL EDUCATION THROUGH ACTIVITIES OF MEDICAL CHAIR HOLDERS. RESEARCH PROGRAMS - FUNDING PROVIDED TO VARIOUS MEDICAL RESEARCH PROJECTS. EDUCATION AND TRAVEL - FUNDS PROVIDED FOR MEDICAL EDUCATIONAL TRIPS, AS WELL AS LECTURES HELD ON CAMPUS TO FURTHER THE MEDICAL EDUCATION OF THE PROFESSIONAL COMMUNITY. SPECIAL MEDICAL PROGRAMS - PROJECTS TO ENHANCE PATIENT CARE, PURCHASES OF MEDICAL EQUIPMENT, AND OTHER PROJECTS NOT DIRECTLY RELATED TO RESEARCH. MID-AMERICA HEART INSTITUTE AT SLH - FELLOWSHIPS AVAILABLE IN THE CARDIAC FIELD, PROJECTS OR EQUIPMENT PURCHASES SPECIFICALLY FOR 'HEART' HEALTH CARE, AND FUNDS RESTRICTED BY DONORS FOR USE AT SAINT LUKE'S HOSPITAL UNDER THE DIRECTION OF CARDIOLOGY STAFF PHYSICIANS. LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS OR AWARDS TO SYSTEM EMPLOYEES, COLLEGE OF NURSING STUDENTS OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HOSPITAL. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION REVISED ITS BY-LAWS IN MAY 2016 TO REFLECT THE CURRENT ACTIVITIES OF THE FOUNDATION. THE SIGNIFICANT CHANGES IN THE BY-LAWS INCLUDED HAVING THREE EX-OFFICIO MEMBERS OF THE BOARD WITH VOTING PRIVILEGES. SUCH EX-OFFICIO TRUSTESS SHALL BE DESIGNATED AS FOLLOWS: 1) The Chairman of the Board of Directors of Saint Lukes Health System. 2) The Vice Chairman of the Board of Directors of Saint Lukes Health System. 3) The President of the Saint Lukes Health System. THE EX-OFFICIO TRUSTEE WHO IS THE CHAIRMAN OF SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS SHALL BE THE CHAIRPERSON OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990 WITH THE ASSISTANCE OF THE ORGANIZATION'S CFO. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND TREASURER. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S EXECUTIVE DIRECTOR AND TREASURER HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL TAX COMPLIANCE AND CONFLICT OF INTEREST SURVEY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THE RESULTS OF THE SURVEY ARE REVIEWED FOR ANY CONFLICTS OF INTEREST. Where a trustee may be related in any way to any firm or organization with which the Foundation or a Saint Lukes Health System entity may do or consider doing business, that relationship shall be disclosed by the member to the Board of Trustees as appropriate and such member shall not participate in any vote on the matter nor participate in discussions of the Board of Trustees concerning the subject matter except that the member may respond to questions by the Board of Trustees regarding the matter under consideration. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | Adjustment of CSV of Life Insurance $ 70,466 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT TODAY OF KANSAS CITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431845751 | EIN |
| Primary Activities | RENTALS | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Total Income | $594,881 | TotalIncomeAmt |
| End Of Year Assets | $12,583,361 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STLUKES FDN | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT OF TOMORROW INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270186549 | EIN |
| Primary Activities | REAL ESTATE DEV | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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