SAINT LUKES FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LUKES FOUNDATION (EIN 44-6014699)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-22
- IRS object ID
- 201312959349300726
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-22T11:43:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 MAIN STREET SUITE 400 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64112 | 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 | 446014699 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 8169325819 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK LITZLER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8169325819 | Phone |
| Date Signed | 2013-09-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONNIE HENDERSON | Name |
| PTIN | P00156688 | PTIN |
| Phone | 8167533000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK LITZLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25076197 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://SAINTLUKESGIVING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE MEDICAL EDUCATION AND RESEARCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | -3196 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3196 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13418241 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11732120 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6274485 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6719872 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2886855 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3509994 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1733681 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1163820 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24313262 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23125806 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2616878 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3845250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6212083 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6347367 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 116663 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 743085 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11826470 | OtherExpensePriorYear |
| Other Expenses Current Year | 12397673 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20772094 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22590290 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3541168 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 535516 | RevenuesLessExpensesCY |
| Total Assets BOY | 134814467 | TotalAssetsBOY |
| Total Assets EOY | 144997148 | TotalAssetsEOY |
| Total Liabilities BOY | 2870250 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2092756 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 131944217 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 142904392 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RAISE FUNDS TO PROMOTE MEDICAL EDUCATION AND RESEARCH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20638372 | Expense |
| Grants | 3845250 | Grants |
| Revenue | 8184628 | Revenue |
| Description | IN 2012, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES:CAPITAL FACILITIES AND EQUIPMENT AT ST. LUKE'S HOSPITAL OF KANSAS CITY (SLH) - CAPITAL EXPENDITURES FOR CONSTRUCTION/RENOVATION OF HOSPITAL. $3,609,193MEDICAL EDUCATION ENDOWMENT CAMPAIGN - CAMPAIGN EXPENDITURES TO SUPPORT MEDICAL EDUCATION BY CREATING A SIGNIFICANT ENDOWMENT. $1,143,809RESEARCH PROGRAMS - FUNDING PROVIDED TO VARIOUS MEDICAL RESEARCH PROJECTS. $6,463,978EDUCATION AND TRAVEL - FUNDS PROVIDED TO HOSPITAL EMPLOYEES FOR MEDICAL EDUCATIONAL TRIPS, AS WELL AS LECTURES HELD ON CAMPUS TO FURTHER THE MEDICAL EDUCATION OF THE PROFESSIONAL COMMUNITY. $1,255,217SPECIAL MEDICAL PROGRAMS - PROJECTS TO ENHANCE PATIENT CARE, PURCHASES OF MEDICAL EQUIPMENT, AND OTHER PROJECTS NOT DIRECTLY RELATED TO RESEARCH. $5,255,838MID-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. $2,149,963LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS OR AWARDS TO HOSPITAL EMPLOYEES, COLLEGE OF NURSING STUDENTS OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HOSPITAL. $305,855OTHER - FUNDS SPENT ON ALL OTHER AREAS NOT SPECIFICALLY CATEGORIZED. $454,519TOTAL PROGRAM SERVICES: $20,638,372 | Description |
| Total Program Service Expense | 20638372 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 152 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFF THURLOW | NamePerson |
| Telephone Number | 8169322252 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TOM BEAL | ||||||
| TRUSTEE (JAN - APR) | 2.00 | X | 0 | 0 | 0 | |
| ARTHUR J ELMAN MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JEFFREY B HANES | ||||||
| TRUSTEE (JAN - APR) | 2.00 | X | 0 | 0 | 0 | |
| JOHN D YEAST MD | ||||||
| TRUSTEE (JAN - APR) | 2.00 | X | 0 | 0 | 0 | |
| CHARLES W SCHELLHORN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHARLES W VAN WAY III MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JONATHAN BAUM | ||||||
| TRUSTEE (JAN - JUN) | 2.00 | X | 0 | 0 | 0 | |
| J GRANT BURCHAM | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| GARY M GADDIS MD PH D | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| CARLENE B HALL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LAURA HALL | ||||||
| TRUSTEE (JAN - JUN) | 2.00 | X | 0 | 0 | 0 | |
| DONALD R CAMPBELL MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KENNETH C HUBER MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| VINCENT M LEM MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CAROL TINSMAN | ||||||
| SECRETARY (JAN - APR) | 2.00 | X | 0 | 0 | 0 | X |
| SCOTT M RAVIS MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN W HENDREN MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DANIEL J MARGOLIN MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SCOTT BOSWELL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| NED O'CONNOR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RICHARD J KNOPKE | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| TOM WAGSTAFF | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| A MICHAEL BORKON MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KEVIN A BYBEE MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GAYDEN CARRUTH PH D | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHARLES D HORNER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LAURENCE R JONES JR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| FREDERICK B LINTECUM MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN P MCMEEL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RICHARD E MUELLER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CAROL P POWELL | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| B JOHN READEY III | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KIRSTIN PACE SALZMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ALIE SCHOLES MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARY L SPRADLEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARK C THOMPSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARK LITZLER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 166251 | 0 | 20736 | X | |
| JEFFREY THURLOW | ||||||
| CFO | 40.00 | 101117 | 0 | 20910 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 267368 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41646 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARDIOVASCULAR CONSULTANTS INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4330 WORNALL ROAD SUITE 2000 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING | DescriptionOfServices |
| Compensation | 581064 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 763934 | FundraisingEvents |
| All Other Contributions | 10968186 | AllOtherContributions |
| Noncash Contributions | 425190 | NoncashContributions |
| Total Contributions | 11732120 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH & EDUCATION S | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 6719872 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6719872 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6719872 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2635222 | TotalRevenueColumn |
| Exclusion | $2,635,222 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72918 | TotalRevenueColumn |
| Exclusion | $72,918 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 869479 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 892701 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -23222 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23222 | TotalRevenueColumn |
| Unrelated Business Revenue | -3196 | UnrelatedBusinessRevenue |
| Exclusion | -$20,026 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1381780 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 507008 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 874772 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 874772 | TotalRevenueColumn |
| Exclusion | $874,772 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 200050 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 763934 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 550682 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -350632 | TotalRevenueColumn |
| Exclusion | -$350,632 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | 1503046 | 1503046 |
| BANQUET AND OTHER | 900099 | -38290 | -38290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1464756 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23125806 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8184628 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -3196 | UnrelatedBusinessRevenue |
| Exclusion | $3,212,254 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3609193 | Total |
| Program Services | 3609193 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236057 | Total |
| Program Services | 236057 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321650 | Total |
| Management And General | 160825 | ManagementAndGeneral |
| Fundraising | 160825 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5475187 | Total |
| Program Services | 4820796 | ProgramServices |
| Management And General | 294011 | ManagementAndGeneral |
| Fundraising | 360380 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64952 | Total |
| Management And General | 32476 | ManagementAndGeneral |
| Fundraising | 32476 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370204 | Total |
| Program Services | 242309 | ProgramServices |
| Management And General | 67784 | ManagementAndGeneral |
| Fundraising | 60111 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115374 | Total |
| Program Services | 8214 | ProgramServices |
| Management And General | 56795 | ManagementAndGeneral |
| Fundraising | 50365 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1511667 | Total |
| Program Services | 1511667 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72578 | Total |
| Program Services | 23174 | ProgramServices |
| Management And General | 49404 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1365659 | Total |
| Program Services | 1220141 | ProgramServices |
| Management And General | 133132 | ManagementAndGeneral |
| Fundraising | 12386 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692330 | Total |
| Program Services | 549919 | ProgramServices |
| Management And General | 127241 | ManagementAndGeneral |
| Fundraising | 15170 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300208 | Total |
| Program Services | 194859 | ProgramServices |
| Management And General | 105349 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502328 | Total |
| Program Services | 484842 | ProgramServices |
| Management And General | 11304 | ManagementAndGeneral |
| Fundraising | 6182 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163724 | Total |
| Program Services | 163059 | ProgramServices |
| Fundraising | 665 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142893 | Total |
| Program Services | 38724 | ProgramServices |
| Management And General | 104169 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESEARCH | 6675393 | 6675393 | 0 | 0 |
| BAD DEBT | 445487 | 445487 | 0 | 0 |
| MISCELLANEOUS | 276060 | 199875 | 31660 | 44525 |
| AWARDS | 214663 | 214663 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34683 | Total |
| Management And General | 34683 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22590290 | Total |
| Program Services | 20638372 | ProgramServices |
| Management And General | 1208833 | ManagementAndGeneral |
| Fundraising | 743085 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8356717 | BOY |
| EOY | 3065708 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2189827 | BOY |
| EOY | 2635710 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046007 | BOY |
| EOY | 991849 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12319 | BOY |
| EOY | 4232 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83428 | BOY |
| EOY | 69385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14556685 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2277658 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11807619 | BOY |
| EOY | 12279027 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109081895 | BOY |
| EOY | 123650893 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2236655 | BOY |
| EOY | 2300344 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134814467 | BOY |
| EOY | 144997148 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1514155 | BOY |
| EOY | 819986 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41708 | BOY |
| EOY | 27115 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1314387 | BOY |
| EOY | 1245655 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2870250 | BOY |
| EOY | 2092756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6727519 | BOY |
| EOY | 7320194 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89550681 | BOY |
| EOY | 99851106 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35666017 | BOY |
| EOY | 35733092 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131944217 | BOY |
| EOY | 142904392 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134814467 | BOY |
| EOY | 144997148 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 535516 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 10424659 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15508868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11573505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8556189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13418241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11732120 | CurrentTaxYear |
| Total | 60788923 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15508868 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11573505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8556189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13418241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11732120 | CurrentTaxYear |
| Total | 60788923 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9049252 | AmountsSubstContributorsTotal |
| Public Support Total170 | 51739671 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3858866 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3167278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4076404 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3261267 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3577619 | CurrentTaxYear |
| Total | 17941434 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 78730357 | TotalSupport |
| Gross Receipts From Admissions Etc | 29700904 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65720 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 50226704 | BeginningOfYearBalance |
| Contributions | 545088 | Contributions |
| Investment Earnings Or Losses | 6695547 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 236057 | GrantsOrScholarships |
| Other Expenditures | 2065990 | OtherExpenditures |
| End Of Year Balance | 55165292 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50975545 | BeginningOfYearBalance |
| Contributions | 684708 | Contributions |
| Investment Earnings Or Losses | -418442 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 157454 | GrantsOrScholarships |
| Other Expenditures | 857653 | OtherExpenditures |
| End Of Year Balance | 50226704 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46601319 | BeginningOfYearBalance |
| Contributions | 711565 | Contributions |
| Investment Earnings Or Losses | 5603812 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 151110 | GrantsOrScholarships |
| Other Expenditures | 1790041 | OtherExpenditures |
| End Of Year Balance | 50975545 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40132732 | BeginningOfYearBalance |
| Contributions | 2105450 | Contributions |
| Investment Earnings Or Losses | 6909964 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 191674 | GrantsOrScholarships |
| Other Expenditures | 2355153 | OtherExpenditures |
| End Of Year Balance | 46601319 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48574697 | BeginningOfYearBalance |
| Contributions | 2738597 | Contributions |
| Investment Earnings Or Losses | -8167702 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 184000 | GrantsOrScholarships |
| Other Expenditures | 2828860 | OtherExpenditures |
| End Of Year Balance | 40132732 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64780 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.35230 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7811334 | OtherCostOrOtherBasis |
| Book Value | 7811334 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5792169 | OtherCostOrOtherBasis |
| Depreciation | 1689210 | Depreciation |
| Book Value | 4102959 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 953182 | OtherCostOrOtherBasis |
| Depreciation | 588448 | Depreciation |
| Book Value | 364734 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12279027 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY OBLIGATIONS | Description |
| Amount | $1,245,655 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1245655 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 35074015 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 10424659 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 80167 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1443383 | OtherRevenues |
| Revenue Not Rptd F990 | 11948209 | RevenueNotRptdF990 |
| Revenue Subtotal | 23125806 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23125806 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24113840 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 80167 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1443383 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1523550 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22590290 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22590290 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED STIPULATIONS. THE FUNDS MAY BE USED TO SUPPORT THE SPECIFIED ACTIVITY, AS DIRECTED BY THE DONOR. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED AS A LIABILITY IF A TAX POSITION TAKEN DOES NOT MEET THE MORE-LIKELY-THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT DECEMBER 31, 2012 OR 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 550,682. RENTAL EXPENSES 892,701. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 550,682. RENTAL EXPENSES 892,701. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MIDWEST EAR INSTITUTE DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 185150 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 144150 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 41000 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 130241 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 0 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CHILDREN'S SPOT DINNER BANQUET | NameOfEvent2 |
| Gross Receipts Event2 | 176389 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 156654 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 19735 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 61580 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 0 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 602445 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 463130 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 139315 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 358861 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 963984 | GrossReceiptsTotal |
| Charitable Contributions Total | 763934 | CharitableContributionsTotal |
| Gross Revenue Total Events | 200050 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 550682 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 550682 | DirectExpenseSummaryEvents |
| Net Income Summary | -350632 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S HOSPITAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 WORNALL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 440545297 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Non Cash Assistance | 3609193 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | EQUIPMENT GRANTS | DescriptionOfNonCashAssistance |
| Purpose Of Grant | CAPITAL IMPROVEMENTS | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR NURSING STUDENTS ATTENDING SAINT LUKE'S COLLEGE | TypeOfGrant |
| Number Of Recipients | 148 | NumberOfRecipients |
| Amount Of Cash Grant | 236057 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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: THE FOUNDATION WORKS WITH THE RESPECTIVE PERSONNEL THAT ARE USING THE GRANT FUNDS TO MONITOR THE USE OF THE FUND FOR THE PROPER USE OF THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | MARK LITZLER | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 166071 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 180 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 3161 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17575 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 186987 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GRANT BURCHAM | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 0 | AmountOfTransaction |
| Description Of Transaction | GRANT BURCHAM IS THE PRESIDENT OF MISSOURI BANK. WESTPORT TODAY, LLC A WHOLLY-OWNED LLC OF THE FOUNDATION, UTILIZES MISSOURI BANK FOR BANKING SERVICES AT NORMAL BUSINESS RATES. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | STOCKS | Description |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 425190 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY MCGLADREY LLP WITH THE ASSISTANCE OF JEFF THURLOW, CFO. THE 990 IS REVIEWED BY MARK LITZLER (FOUNDATION EXECUTIVE DIRECTOR) AND THE FOUNDATION'S TREASURER. THE 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY ANY CONFLICTS THEY MAY HAVE. THE EXECUTIVE DIRECTOR AND CFO ALONG WITH THE BOARD MEMBERS REVIEW ANY CONFLICTS REGULARLY. | |
| THE BOARD OF DIRECTORS REVIEWS FORM 990 OF OTHER SIMILAR ORGANIZATIONS TO DETERMINE AND APPROVE COMPENSATION FOR THE EXECUTIVE DIRECTOR. COMPENSATION IS REVIEWED ANNUALLY BY THE PRESIDENT OF THE BOARD OF DIRECTORS. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C | THE FOUNDATION HAS A FINANCE COMMITTEE THAT REVIEWS THE AUDIT AND SELECTS THE AUDITORS. | FINANCIAL STATEMENT AUDIT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT TODAY OF KANSAS CITY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST 47TH STREET | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431845751 | EIN |
| Primary Activities | RENTAL PROPERTY | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Total Income | 750439 | TotalIncome |
| EOY Assets | 11628503 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S FOUNDATION | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT OF TOMORROW INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 BALTIMORE AVENUE | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270186549 | EIN |
| Primary Activity | REAL ESTATE DEVELOPMENT | PrimaryActivity |
| Legal Domicile State | MO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of EOY Assets | 945500 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| 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 | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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