ST JOHNS FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST JOHNS FOUNDATION (EIN 81-0459472)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349301845
- Schema version
- 2012v2.1
- 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 J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:15:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810459472 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 4066555600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591020199 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY PEARSALL | Name |
| Title | VICE PRESIDENT OF FINANCE | Title |
| Phone | 4066555600 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM C HUNWARDSEN | Name |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENT BURGESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591020199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 713099 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SJLM.ORG/FOUNDATION.HTML | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 622011 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 505327 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 113030 | InvestmentIncomePriorYear |
| Investment Income Current Year | 148760 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18938 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25683 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 753979 | TotalRevenuePriorYear |
| Total Revenue Current Year | 679770 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 104977 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 114395 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8449 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 55933 | OtherExpensePriorYear |
| Other Expenses Current Year | 71054 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 160910 | TotalExpensesPriorYear |
| Total Expenses Current Year | 185449 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 593069 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 494321 | RevenuesLessExpensesCY |
| Total Assets BOY | 4847368 | TotalAssetsBOY |
| Total Assets EOY | 4275723 | TotalAssetsEOY |
| Total Liabilities BOY | 622435 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1004943 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4224933 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3270780 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO INSPIRE PHILANTHROPIC ACTION TO SUPPORT THE MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 154989 | Expense |
| Grants | 114395 | Grants |
| Revenue | 0 | Revenue |
| Description | THE PRIMARY EXEMPT PURPOSE OF ST. JOHN'S FOUNDATION IS TO GENERATE AND PROVIDE SUPPORT, FINANCIAL AND OTHERWISE, THAT FURTHERS THE MISSION AND MINISTRY OF ITS CORPORATE MEMBER, ST. JOHN'S LUTHERAN MINISTRIES, INC., A NOT-FOR-PROFIT 501(C)(3) CORPORATION.THE ST. JOHN'S FOUNDATION WAS ESTABLISHED IN 1989 IN ORDER TO BRING FOCUS TO FUND-RAISING EFFORTS, SPECIAL CAMPAIGNS, ANNUAL APPEALS, CAPITAL STRUCTURES, SPECIAL EVENTS AND COMMUNITY RELATIONS. THOSE COMPONENTS HAVE PROVEN TO BE ESSENTIAL IN SERVING TO LINK THE NEEDS OF THE COMMUNITY OF ST. JOHN'S WITH INTERNAL AND EXTERNAL RESOURCES.ST. JOHN'S HAS AND ALWAYS WILL NEED THE FINANCIAL SUPPORT OF THOSE WHO SHARE OUR VISION OF QUALITY CARE TO ALL PEOPLE REGARDLESS OF THEIR FINANCIAL STATUS. UNDERLYING THAT COMMITMENT IS OUR LORD'S PASSION TO CARE AND SERVE THOSE THAT ARE MOST IN NEED. THROUGH THE PRUDENT MANAGEMENT OF GIFTS, 2012 PROVED TO BE A VERY SUCCESSFUL YEAR IN THE FOUNDATION THAT ALLOWED US TO HELP SUPPORT THE ST. JOHN'S MISSION OF "PROVIDING LIVING OPPORTUNITIES WITHIN NURTURING ENVIRONMENTS OF HOPE, DIGNITY, AND LOVE."SUPPORT TO RESIDENTSAS A MINISTRY OF THE CHURCH AND A NOT-FOR-PROFIT CORPORATION, ST. JOHN'S IS COMMITTED TO PROVIDING A CONTINUUM OF HOUSING OPPORTUNITIES AND SUPPORTIVE SERVICES PRIMARILY TO THE ELDERLY. A COMMITMENT THAT ST. JOHN'S HAS MADE IS THAT NO ONE WILL BE TURNED AWAY OR ASKED TO LEAVE BECAUSE OF THEIR INABILITY TO PAY. 1) MANY RESIDENTS ARE RUNNING OUT OF FINANCIAL RESOURCES SOONER THAN THEY ANTICIPATED. THE MISSION ENDOWMENT FUND IS USED TO SUPPORT THOSE RESIDENTS WHO CANNOT MEET THEIR FINANCIAL NEED. THE PRIMARY FUNDRAISER OF THE FOUNDATION IS ART FOR THE AGES, A THREE-DAY ART EXTRAVAGANZA. IN 2012, ALL NET PROCEEDS FROM THE EVENT WERE DIRECTED TO THE MISSION ENDOWMENT FUND. IT WAS THE HIGHEST NET THE EVENT HAS HAD WITH $27,568 RAISED. IN 2012, RESIDENT SUBSIDIES INCLUDED:* $14,584 RENT AND PHARMACY EXPENSE SUBSIDY FOR CHAPEL COURT RESIDENTS* $6,057 RENT SUBSIDY FOR A RESIDENT OF THE CROSSINGS IN LAUREL* $4,549 RESIDENT NEEDS INCLUDING 81 VISITS TO THE ONSITE BEAUTY SHOP2) ONE OF THE GREAT WORKS OF ST. JOHN'S IS THE REMARKABLE PASTORAL CARE PROGRAM. SPIRITUAL SUPPORT, WORSHIP, AND BIBLE STUDY ARE AT THE HEART OF OUR MINISTRY TO RESIDENTS. IN 2012, THE FOUNDATION PROVIDED $30,875 TO SUPPORT THE COST OF PASTORAL CARE ACTIVITIES ACROSS CAMPUS. ST. JOHN'S BELIEVES IT SHOULD PROVIDE THE ELDERLY WITH MORE THAN JUST ROOM AND BOARD. THEREFORE, WE HAVE MINISTERS AND CHAPLAINS ON STAFF TO MEET BOTH THE SPIRITUAL AND EMOTIONAL NEEDS OF OUR RESIDENTS AND STAFF.3) MOST OF THE RESIDENTS ARE LIMITED IN THEIR ABILITY TO LEAVE CAMPUS AND PARTICIPATE IN MEANINGFUL ACTIVITIES. ST. JOHN'S ACTIVITIES PROGRAM PROVIDES ENTERTAINMENT, NEIGHBORLY INTERACTION, AND HELPS KEEP MINDS STIMULATED AND HEALTHY. THE FOUNDATION PROVIDED $46,312 IN 2012 TO HELP COVER THE COST OF THE ACTIVITIES PROGRAM. THIS SUPPORT ALLOWED FOR FUNDING TRIPS TO LOCAL ATTRACTIONS AND HISTORICAL SITES, GIVING THE RESIDENTS AN OPPORTUNITY TO EXPERIENCE THE COMMUNITY OUTSIDE OF THE CAMPUS. THIS FUNDING ALSO PROVIDED NUMEROUS GAMES, VIDEOS, AND EVENTS ON SITE TO STIMULATE THE INTERESTS OF OUR ELDERLY. SUPPORT TO EMPLOYEESST. JOHN'S EMPLOYEES ARE THE HEART AND SOUL OF OUR ORGANIZATION. THEY ARE OFTEN FACED WITH VERY PHYSICALLY AND MENTALLY CHALLENGING WORK ENVIRONMENTS. DAY IN AND DAY OUT THEY ARE CARING FOR A VERY VULNERABLE POPULATION. 1) THE FOUNDATION WISHES TO FINANCIALLY SUPPORT THOSE STAFF MEMBERS AND THEIR DEPENDENTS WHO COMMIT THEMSELVES TO PERSONAL AND CAREER GROWTH. IN 2012, THE FOUNDATION AWARDED 17 SCHOLARSHIPS IN THE AMOUNT OF $12,000 TO EMPLOYEES CONTINUING THEIR EDUCATION AT AN ACCREDITED TWO OR FOUR YEAR INSTITUTION. 2) OFTEN TIMES, THROUGH NO FAULT OF THEIR OWN, AN EMPLOYEE MAY FIND THEMSELVES IN AN UNEXPECTED CRISIS SITUATION. AT ANY TIME AN EMPLOYEE CAN SEEK THE RESOURCES OF THE EMPLOYEE CRISIS FUND THROUGH THE PASTORAL CARE DEPARTMENT WITH NO QUESTIONS ASKED. IN 2012, APPROXIMATELY 100 EMPLOYEES RECEIVED $10,000 OF SUPPORT TO HELP WITH SUCH ITEMS AS RENT AND UTILITY ASSISTANCE, PRESCRIPTION COSTS OR SCHOOL SUPPLIES FOR A CHILD. 3) ONE OF THE BENEFITS OF BEING AN EMPLOYEE AT ST. JOHN'S IS A REDUCTION IN CHILD CARE COSTS THROUGH THE ONSITE DAYCARE FACILITY, CENTER FOR GENERATIONS (CFG). THE CFG ALSO SERVES THE COMMUNITY. IN 2012, THE FOUNDATION PROVIDED $1,602 IN OPERATIONAL SUPPORT TO THE CFG. SUPPORT TO THE COMMUNITYST. JOHN'S IS A MINISTRY SERVING MORE THAN JUST OUR STAFF AND RESIDENTS. WE ARE COMMITTED TO SERVING OUR COMMUNITY AND THOSE COMMUNITIES AROUND US IN ANY CAPACITY THAT WE CAN. 1) ONE OF THE SIGNATURE EVENTS OF THE FOUNDATION IS THE SUMMER CONCERT SERIES. FOR SIX WEEKS EACH SUMMER, FREE CONCERTS ARE OFFERED FOR OUR RESIDENTS AND THE COMMUNITY AT THE FRED & MARIE MILLER PAVILION ON THE CAMPUS OF ST. JOHN'S. FROM ITS HUMBLE BEGINNINGS IN 1997 TO A THRIVING SERIES GOING STRONG FOR THE LAST 15 YEARS, THE CONCERTS HAVE BECOME A SUMMER TRADITION FOR MANY. IT IS NOT UNCOMMON TO HAVE OVER 2,000 MUSIC LOVERS EACH WEEK AT THE CONCERTS AND AN AVERAGE ANNUAL ATTENDANCE OF 10,000 PEOPLE. THE FOUNDATION COULD NOT UNDERTAKE THIS ENDEAVOR ALONE AND RELIES ON THE SUPPORT OF COUNTLESS STAFF, VOLUNTEERS AND SPONSORS HELP ENSURE ITS SUCCESS. DIRECT COSTS, PROVIDED BY SPONSORS, ALLOW THE CONCERTS TO REMAIN FREE FOR THE COMMUNITY. ONE OF THE UNIQUE FEATURES OF THE SUMMER CONCERT SERIES IS THE PARTNERSHIP BETWEEN OTHER NON-PROFITS. EACH WEEK, A LOCAL NON-PROFIT ORGANIZATION VOLUNTEERS IN THE CONCESSION STAND AT THE CONCERTS. A PORTION OF THE REVENUE RECEIVED FROM THE SALE OF ICE CREAM AND OTHER TREATS IS GIVEN BACK TO THE VOLUNTEER GROUP. IN 2012, ST. JOHN'S FOUNDATION DISTRIBUTED $6,225 TO SIX NON-PROFITS FOR THEIR HELP IN THE CONCESSION STAND. 2) TWICE A WEEK ST. JOHN'S OFFERS FREE YOGA CLASSES TO THE COMMUNITY AND OUR EMPLOYEES. THIS IS A GREAT BENEFIT THAT WE CAN OFFER OUR EMPLOYEES AS A WAY TO RE-CHARGE AND RE-ENERGIZE. IN 2012, APPROXIMATELY 1,000 PEOPLE WERE SERVED THROUGH OUR YOGA CLASSES WITH THE FOUNDATION SUBSIDIZING THE YOGA INSTRUCTOR FEES. 3) 2012 BROUGHT MANY NATURAL DISASTERS TO COMMUNITIES AROUND US. THE WILLOWS IN RED LODGE WAS UTILIZED BY RESIDENTS OF THE HERITAGE LIVING FACILITY FROM ASHLAND AS THEIR COMMUNITY WAS DISPLACED BY WILDFIRES. THE NORTHERN CHEYENNE ELDERS RELOCATED TO RED LODGE FOR NEARLY ONE WEEK AND WERE WARMLY WELCOMED INTO THE HOSPITALITY OF THE ST. JOHN'S MISSION. ST. JOHN'S PROVIDED NECESSARY EQUIPMENT SUCH AS BEDS, LINENS, WHEELCHAIRS, MEDICATION, FOOD AND MORE.OTHER MINISTRY SUPPORTLUTHERAN SOCIAL SERVICES (LSS) OF MONTANA IS ANOTHER MINISTRY OF ST. JOHN'S. LSS IS COMMITTED TO BRINGING HOPE TO THOSE IN NEED THROUGH ADOPTION SUPPORT SERVICES THAT INCLUDE: BIRTHPARENT COUNSELING, ADOPTIVE FAMILY PREPARATION, MENTAL HEALTH COUNSELING, SEARCH AND REUNION SERVICES, AND POST-ADOPTION COUNSELING. DONATIONS RECEIVED FOR LSS ARE USED TO OFFSET THESE COSTS. IN 2012, 285 PEOPLE WERE SERVED THROUGH THE WORK OF LSS. ONE OF THE MAJOR UNDERTAKINGS FOR LSS IN 2012 WAS TO ELECTRONICALLY SCAN ALL OF THE ADOPTION RECORDS DATING BACK FROM 1954 TO THE PRESENT. THIS GAVE LSS THE ABILITY TO PRESERVE PRECIOUS KEEPSAKES, HISTORICAL RECORDS AND GIVE IMPROVED ACCESS TO COUNSELORS ASSISTING WITH THE SEARCH PROCESS. ST. JOHN'S WAS FORTUNATE ENOUGH TO RECEIVE A GRANT FROM THE HETZEL FOUNDATION TO COVER A LARGE PORTION OF THE COSTS ASSOCIATED WITH THE PROJECT. ST. JOHN'S CONTINUES TO MAKE A DIFFERENCE IN THE LIVES OF FAMILIES, RESIDENTS, EMPLOYEES AND OUR COMMUNITY EACH AND EVERY DAY. ST. JOHN'S IS A PLACE WHERE ALL PEOPLE ARE RECOGNIZED AND CELEBRATED AS BOTH GIVERS AND RECEIVERS OF LOVE, SO THE DIFFERENCE THAT IS MADE IN ONE PERSON'S LIFE CREATES AN ENRICHING EXPERIENCE FOR SOMEONE ELSE. WITHOUT THE WONDERFUL SUPPORT OF THE COMMUNITY AND DONORS, ST. JOHN'S FOUNDATION WOULD NOT BE ABLE TO EXIST. ST. JOHN'S IS TRULY GRATEFUL FOR THE SUPPORT THAT IS RECEIVED FROM PEOPLE WHO GIVE OF THEIR TALENTS AND RESOURCES THAT HELP MAKE US ONE OF THE PREMIER SENIOR LIVING AND LONG-TERM CARE FACILITIES IN THE NORTHWEST. | Description |
| Total Program Service Expense | 154989 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK BEADLE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4066555601 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| PHIL GRIFFIN PRES AS OF 5112 | |||||||
| VICE PRESIDENT (THRU 4/30/12) | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| CRAIG BARTHOLOMEW | |||||||
| PRESIDENT (THRU 4/30/12) | 4.00 | 0.00 | X | X | 0 | 0 | 0 |
| STAN HILL VP AS OF 5112 | |||||||
| TREASURER (THRU 4/30/12) | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| CLAUDIA BAKER | |||||||
| SECRETARY (AS OF 5/1/12) | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| JENNIFER HAARR SEC THRU 43012 | |||||||
| DIRECTOR (AS OF 5/1/12) | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| TROY NEARPASS | |||||||
| TREASURER (AS OF 5/1/12) | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| ANN CHRIST | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| MIKE FOLLET | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| ALICE GORDON | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| HARLAN KROGH | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| MARY MOSDAL | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| PAIGE SPALDING | |||||||
| DIRECTOR | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| TAMMY WINTERS | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| BILL SIMMONS | |||||||
| DIRECTOR (AS OF 5/1/12) | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| ERIC NORD | |||||||
| DIRECTOR (AS OF 5/1/12) | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| BOB WALLER | |||||||
| DIRECTOR (THRU 4/30/12) | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| HAROLD EVERSON | |||||||
| DIRECTOR (THRU 4/30/12) | 2.00 | 4.00 | X | 0 | 0 | 0 | |
| KENT BURGESS | |||||||
| CEO | 5.00 | 35.00 | X | 0 | 183352 | 30099 | |
| JERRY PEARSALL | |||||||
| VP OF FINANCE (AS OF 2/1/12) | 5.00 | 35.00 | X | 0 | 67190 | 10108 | |
| GREG PETERSON | |||||||
| CFO (THRU 1/31/12) | 5.00 | 35.00 | X | 0 | 20169 | 255 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 270711 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40462 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 11721 | FundraisingEvents |
| All Other Contributions | 493606 | AllOtherContributions |
| Total Contributions | 505327 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 146823 | TotalRevenueColumn |
| Exclusion | $146,823 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1937 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1937 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1937 | TotalRevenueColumn |
| Exclusion | $1,937 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 60897 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11721 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 33329 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27568 | TotalRevenueColumn |
| Exclusion | $27,568 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COFFEE SALES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1885 | TotalRevenueColumn |
| Exclusion | -$1,885 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1885 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 679770 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $174,443 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83244 | Total |
| Program Services | 83244 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31151 | Total |
| Program Services | 31151 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Management And General | 500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2442 | Total |
| Management And General | 2442 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17138 | Total |
| Program Services | 8689 | ProgramServices |
| Fundraising | 8449 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 843 | Total |
| Management And General | 843 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6711 | Total |
| Management And General | 6711 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2884 | Total |
| Management And General | 2884 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6941 | Total |
| Management And General | 6941 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1690 | Total |
| Management And General | 1690 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COMMUNITY BENEFIT | 28863 | 28863 |
| COMMUNITY DEVELOPMENT | 3042 | 3042 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185449 | Total |
| Program Services | 154989 | ProgramServices |
| Management And General | 22011 | ManagementAndGeneral |
| Fundraising | 8449 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621517 | BOY |
| EOY | 234203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38710 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24813 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6790 | BOY |
| EOY | 13897 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3329632 | BOY |
| EOY | 4017623 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889429 | BOY |
| EOY | 10000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4847368 | BOY |
| EOY | 4275723 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133911 | BOY |
| EOY | 144097 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488524 | BOY |
| EOY | 860846 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622435 | BOY |
| EOY | 1004943 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2692966 | BOY |
| EOY | 1699250 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 494232 | BOY |
| EOY | 408179 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037735 | BOY |
| EOY | 1163351 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4224933 | BOY |
| EOY | 3270780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4847368 | BOY |
| EOY | 4275723 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 494321 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 269653 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1718127 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S LUTHERAN MINISTRIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810288768 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $77,187 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 77187 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3329633 | BeginningOfYearBalance |
| Contributions | 407448 | Contributions |
| Investment Earnings Or Losses | 344587 | InvestmentEarningsOrLosses |
| Other Expenditures | 64045 | OtherExpenditures |
| End Of Year Balance | 4017623 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3148918 | BeginningOfYearBalance |
| Contributions | 286957 | Contributions |
| Investment Earnings Or Losses | 23401 | InvestmentEarningsOrLosses |
| Other Expenditures | 129643 | OtherExpenditures |
| End Of Year Balance | 3329633 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2903792 | BeginningOfYearBalance |
| Contributions | 90990 | Contributions |
| Investment Earnings Or Losses | 287585 | InvestmentEarningsOrLosses |
| Other Expenditures | 133449 | OtherExpenditures |
| End Of Year Balance | 3148918 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1714696 | BeginningOfYearBalance |
| Contributions | 638869 | Contributions |
| Investment Earnings Or Losses | 579621 | InvestmentEarningsOrLosses |
| Other Expenditures | 29394 | OtherExpenditures |
| End Of Year Balance | 2903792 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1808001 | BeginningOfYearBalance |
| Contributions | 485172 | Contributions |
| Investment Earnings Or Losses | -578477 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1714696 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.71000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.29000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38710 | OtherCostOrOtherBasis |
| Depreciation | 24813 | Depreciation |
| Book Value | 13897 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13897 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED LIABILITY TO ANNUITY BENEFICIARIES | $573,962 |
| DUE TO AFFILIATE | $286,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 860846 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ST. JOHN'S FOUNDATION HAS ESTABLISHED SEVERAL BOARD MANAGED FUNDS WHOSE EARNINGS WILL PROVIDE AN INCOME STREAM TO SUPPORT THE MISSION OF ST. JOHN'S FOR YEARS TO COME. THE BOARD OF DIRECTORS OF ST. JOHN'S FOUNDATION IS RESPONSIBLE FOR APPROVING EXPENDITURES FROM THESE FUNDS. THE BOARD MANAGED FUNDS ARE AS FOLLOWS: THE NELLES STAFF DEVELOPMENT FUND - ESTABLISHED IN 2008 WITH A MAJOR GIFT FROM RALPH NELLES. EARNINGS FROM THIS ENDOWMENT ASSIST WITH STAFF EDUCATION AND DEVELOPMENT. THE MCCANN NURSE SCHOLARSHIP FUND - ESTABLISHED IN 2010 WITH A GIFT FROM PAUL MCCANN TO BE USED FOR THE CONTINUING EDUCATION OF OUR CAMPUS NURSES. THE DITEMAN HOUSE MAINTENANCE FUND - ESTABLISHED IN 2009 WITH A LARGE GIFT FROM THE ESTATE OF HALL DITEMAN. EARNINGS FROM THIS ENDOWMENT WILL BE USED FOR MAINTENANCE OF THE HOUSE GIVEN TO THE FOUNDATION BY MR. DITEMAN. LILLIS CHAPEL MAINTENANCE FUND - ESTABLISHED WITH A GIFT FROM BERT LILLIS, THIS FUND IS RESTRICTED TO MAINTAIN THE KATHY LILLIS CHAPEL. INGA RYGG SPECIAL NEEDS FUND - ESTABLISHED TO COVER SPECIAL NEEDS FOR THE CHILDREN/BIRTH MOTHERS OF LUTHERAN SOCIAL SERVICES OF MONTANA (LSS). ST. JOHN'S FOUNDATION SOLICITS GIFTS TO OUR ENDOWMENTS, BOTH AS CASH GIFTS AND PLANNED GIFTS. PLANNED GIFTS HAVE BEEN PRIMARILY IN THE FORM OF CHARITABLE AND DEFERRED GIFT ANNUITIES; MANY OF THESE PLANNED GIFTS TO ST. JOHN'S FOUNDATION ENDOWMENTS ARE ELIGIBLE FOR THE MONTANA QUALIFIED ENDOWMENT TAX CREDIT. THE FOUNDATION HAS ESTABLISHED ENDOWMENT FUNDS WHOSE EARNINGS WILL PROVIDE AN INCOME STREAM TO SUPPORT THE MISSION OF ST. JOHN'S FOR YEARS TO COME. THE BOARD OF DIRECTORS OF ST. JOHN'S FOUNDATION IS RESPONSIBLE FOR APPROVING EXPENDITURES FROM THESE ENDOWMENT FUNDS. THE FOUNDATION'S ENDOWMENTS ARE AS FOLLOWS: SULENES ALZHEIMER'S ENDOWMENT - ESTABLISHED IN 2005, THE NORMAN L. AND MARY LOU SULENES ALZHEIMER'S ENDOWMENT WILL SUPPORT THOSE AFFECTED BY ALZHEIMER'S OR DEMENTIA AND THE STAFF WHO CARE FOR THEM. ST. JOHN'S LIVING ENDOWMENT - PROCEEDS FROM THIS ENDOWMENT FUND ARE TO BE USED TO SUPPORT NEEDS IDENTIFIED WITHIN THE COMMUNITY. AT THIS TIME, INVESTMENT EARNINGS ARE USED TO SUPPORT RESIDENTS LIVING AT ST. JOHN'S WHO CAN NO LONGER AFFORD TO LIVE HERE. SPIRITUAL ENDOWMENT FUND - TO SUPPORT PASTORAL CARE AT ST. JOHN'S AND TO HELP ENSURE THAT ST. JOHN'S CONTINUES TO BE A SPIRITUAL HOME FOR OUR RESIDENTS AND STAFF. FAITH AND LEADERSHIP ENDOWMENT TO SUPPORT THE EDUCATIONAL NEEDS OF LEADERS WITHIN THE ORGANIZATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ST. JOHN'S FOUNDATION IS ORGANIZED AS A MONTANA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C) (3). ST JOHN'S FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. ST JOHN'S FOUNDATION HAS DETERMINED THEY ARE NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS. ST. JOHN'S FOUNDATION BELIEVES THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THEIR ANNUAL FILING REQUIREMENTS, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. ST. JOHN'S FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART FOR THE AGES | NameOfEvent1 |
| Gross Receipts Event1 | 72618 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11721 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 60897 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 6815 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 950 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 25564 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 72618 | GrossReceiptsTotal |
| Charitable Contributions Total | 11721 | CharitableContributionsTotal |
| Gross Revenue Total Events | 60897 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 6815 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 950 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 25564 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33329 | DirectExpenseSummaryEvents |
| Net Income Summary | 27568 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S LUTHERAN MINISTRIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 810288768 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 83244 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 17 | 12000 |
| RESIDENT ASSISTANCE | 5 | 19151 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: DISBURSEMENT OF GRANT FUNDS IS MADE DIRECTLY TO THE INSTITUTE OF HIGHER EDUCATION FOR THE BENEFIT OF THE PARTICULAR GRANTEE. GRANTEES ARE REQUIRED TO SUPPLY A TRANSCRIPT EACH SEMESTER OR QUARTER TO THE ST. JOHN'S FOUNDATION TO PROVE THE GRANTEE HAS COMPLETED THE TERM THE GRANT APPLIED TO. THE ORGANIZATION ALSO PROVIDES GRANTS TO A RELATED EXEMPT ORGANIZATION AND ENSURES THE USE OF THE FUNDS ARE TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. THE BOARD APPROVES THE GRANT TO ST. JOHN'S LUTHERAN MINISTRIES, INC. THE PURPOSE OF THIS GRANT IS TO SUPPORT THE MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENT BURGESS | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 155759 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 25951 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 1642 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 23499 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 7080 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 213931 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 25951 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | DEFERRED COMPENSATION PLAN IN EFFECT - 2012 CONTRIBUTIONS MADE FOR KENT BURGESS ($12,788). | |
| PART III | SCHEDULE J, PART I, LINE 3 COMPENSATION IS PAID TO THE CEO AND CFO BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION HAS A PROCESS IN PLACE FOR DETERMINING COMPENSATION USING THE METHODS DESCRIBED IN LINE 3. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS ST. JOHN'S LUTHERAN MINISTRIES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS ARE NOMINATED BY NOMINATING COMMITTEE (MADE UP OF OWNERSHIP CONGREGATION DELEGATES/BOARD MEMBERS) AND VOTED ON BY OWNERSHIP CONGREGATION DELEGATES AT ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNANCE DECISIONS CAN BE MADE BY THE SOLE MEMBER OF THE FOUNDATION, ST JOHN'S LUTHERAN MINISTRIES, AND ITS BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE PRESENTED TO THE FINANCE COMMITTEE WHO WILL CARRY A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. FORM 990 IS PRESENTED ELECTRONICALLY TO THE FULL BOARD PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH POLICY IS MONITORED BY OVERALL AWARENESS OF DIRECTORS INTERESTS. THE BOARD OF DIRECTORS AND OFFICERS ARE COVERED UNDER THIS POLICY. ALL CONFLICTS ARE REVIEWED BY THE BOARD. VOTING RESTRICTIONS ARE IMPOSED ON DIRECTORS AND OFFICERS WHO HAVE A CONFLICT OF INTEREST. | |
| KENT BURGESS AND GREG PETERSON ARE COMPENSATED BY ST. JOHN'S LUTHERAN MINISTRIES FOR SERVICES PROVIDED TO ST. JOHN'S LUTHERAN MINISTRIES AND THE ST. JOHN'S FOUNDATION. ST. JOHN'S LUTHERAN MINISTRIES HAS A PROCESS IN PLACE TO DETERMINE THE INDIVIDUAL'S COMPENSATION. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -58,747. TRANSFERS BETWEEN DIVISIONS -1,659,380. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S LUTHERAN MINISTRIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810288768 | EIN |
| Primary Activities | PROVISION OF HEALTHCARE SERVICES | PrimaryActivities |
| Legal Domicile State | MT | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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