ST LUKES HEALTH CARE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HEALTH CARE FOUNDATION (EIN 42-1106819)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349300536
- Schema version
- 2011v1.2
- 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 M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T07:35:24-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421106819 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HEALTH CARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STLU | NameControl |
| Phone | 3193697716 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 A AVENUE NE STE 105 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MILTON E AUNAN II | Name |
| Title | VP FINANCE/CFO | Title |
| Phone | 3193697796 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THEODORE E TOWNSEND JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 A AVENUE NE STE 105 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16200663 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STLUKESFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT ST. LUKE'S HOSPITAL AS THE PREMIER RESOURCE FOR IMPROVING THE HEALTH OF EASTERN IOWANS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 21 | TotalNbrVolunteers |
| Total Gross UBI | 12076 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 9465 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2682528 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1988168 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 324912 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11885 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 857311 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1129773 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10677 | OtherRevenuePriorYear |
| Other Revenue Current Year | 291668 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3875428 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3421494 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2225673 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1105245 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 825529 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 985146 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 65211 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 100242 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 816679 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 654222 | OtherExpensePriorYear |
| Other Expenses Current Year | 685659 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3770635 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2876292 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 104793 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 545202 | RevenuesLessExpensesCY |
| Total Assets BOY | 33632587 | TotalAssetsBOY |
| Total Assets EOY | 32030568 | TotalAssetsEOY |
| Total Liabilities BOY | 3474588 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3014002 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30157999 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29016566 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUPPORT ST. LUKE'S HOSPITAL AS THE PREMIER RESOURCE FOR IMPROVING THE HEALTH OF EASTERN IOWANS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1105245 | Expense |
| Grants | 1105245 | Grants |
| Revenue | 303553 | Revenue |
| Description | GRANTS, ALLOCATIONS AND PROGRAM SUPPORTST. LUKE'S HEALTH CARE FOUNDATION PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF ST. LUKE'S METHODIST HOSPITAL IN CEDAR RAPIDS, IOWA, AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO ITS PATIENTS, STUDENTS, STAFF, FACULTY AND RESIDENTS OF THE GEOGRAPHICAL AREA IT SERVES. IT SUPPORTS THE MISSIONS OF ST. LUKE'S HEALTHCARE AND ITS SUBSIDIARIES BY RAISING FINANCIAL CONTRIBUTIONS AND INVESTING THE PROCEEDS.THE GRANTS, ALLOCATIONS AND PROGRAM SUPPORT SERVICES MAY INCLUDE:CONTRIBUTIONS TO ST. LUKE'S METHODIST HOSPITAL FOR EQUIPMENT PURCHASES, TO OFFSET OPERATING EXPENSES AND MISCELLANEOUSSCHOLARSHIPS AND/OR LECTURESHIPS AWARDED TO INDIVIDUALS ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITALGRANTS TO LOCAL RURAL HEALTH COMMUNITIES ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITALMISCELLANEOUS GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS AND/OR INDIVIDUALS ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITAL | Description |
| Total Program Service Expense | 1105245 | 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 | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 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 | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | 1 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | 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 | MILTON E AUNAN II VP FINANCECFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3193697796 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 A AVENUE NE | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STEVE ALLSOP | ||||||
| BOARD CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| KENNETH ANDERSON MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MILTON AUNAN II | ||||||
| BOARD MEMBER & VP FIN/CFO (SLMH) | 1.00 | X | X | 0 | 0 | 0 |
| RYAN BURESH | ||||||
| BOARD MEMBER (FR 12/11) | 1.00 | X | 0 | 0 | 0 | |
| TERRI CHRISTOFFERSEN | ||||||
| BOARD VICE CHAIR/SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| SONDY DAGGETT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TIFFANY EARL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SALLY GRAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHIL HERSHNER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BILL HOCHSTETLER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHIRLEY HOLTEY | ||||||
| BOARD MEMBER (FR 5/11) | 1.00 | X | 0 | 0 | 0 | |
| JAMES LAMORGESE MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DINA LINGE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK MATHIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RITU MUNJAL MD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUG NEIGHBOR | ||||||
| BOARD TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| LON OLEJNICZAK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL RHINES | ||||||
| BOARD MEMBER (FR 12/11) | 1.00 | X | 0 | 0 | 0 | |
| PAULA ROBY | ||||||
| BOARD MEMBER (FR 5/11) | 1.00 | X | 0 | 0 | 0 | |
| JAMES SEALY -- BOARD MEMBER | ||||||
| (5/11-11/11) & PRESIDENT (FR 11/11) | 40.00 | X | X | 33487 | 0 | 774 |
| LYNN SUNDALL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NANCY SKOGSBERGH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| THEODORE TOWNSEND JR | ||||||
| BOARD MEMBER & CEO (SLMH) | 1.00 | X | 0 | 0 | 0 | |
| KIM WILKERSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN RIGO | ||||||
| PRESIDENT (TO 10/11) | 40.00 | X | 194880 | 0 | 82245 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 228367 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 83019 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 388004 | GovernmentGrants |
| All Other Contributions | 1600164 | AllOtherContributions |
| Noncash Contributions | 89344 | NoncashContributions |
| Total Contributions | 1988168 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FOUNDATION SERVICE CTR | 561000 | 172459 | 172459 |
| SUBS & JOINT VENTURES | 900099 | -160574 | -160574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11885 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 476541 | TotalRevenueColumn |
| Unrelated Business Revenue | 12076 | UnrelatedBusinessRevenue |
| Exclusion | $464,465 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13432401 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12779169 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 653232 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 653232 | TotalRevenueColumn |
| Exclusion | $653,232 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 291668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 291668 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 291668 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3421494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 303553 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 12076 | UnrelatedBusinessRevenue |
| Exclusion | $1,117,697 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1083745 | Total |
| Program Services | 1083745 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21500 | Total |
| Program Services | 21500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311386 | Total |
| Management And General | 311386 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540849 | Total |
| Management And General | 234615 | ManagementAndGeneral |
| Fundraising | 306234 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132911 | Total |
| Management And General | 57655 | ManagementAndGeneral |
| Fundraising | 75256 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120 | Total |
| Management And General | 120 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26725 | Total |
| Management And General | 13577 | ManagementAndGeneral |
| Fundraising | 13148 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100242 | Total |
| Fundraising | 100242 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91152 | Total |
| Management And General | 91152 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64641 | Total |
| Fundraising | 64641 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58731 | Total |
| Management And General | 23370 | ManagementAndGeneral |
| Fundraising | 35361 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25616 | Total |
| Management And General | 12713 | ManagementAndGeneral |
| Fundraising | 12903 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61741 | Total |
| Management And General | 31366 | ManagementAndGeneral |
| Fundraising | 30375 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121572 | Total |
| Management And General | 61763 | ManagementAndGeneral |
| Fundraising | 59809 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6848 | Total |
| Management And General | 3479 | ManagementAndGeneral |
| Fundraising | 3369 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4593 | Total |
| Management And General | 553 | ManagementAndGeneral |
| Fundraising | 4040 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144770 | Total |
| Management And General | 73549 | ManagementAndGeneral |
| Fundraising | 71221 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41636 | Total |
| Management And General | 21153 | ManagementAndGeneral |
| Fundraising | 20483 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6429 | Total |
| Management And General | 3266 | ManagementAndGeneral |
| Fundraising | 3163 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 25274 | 11699 | 13575 |
| INCOME TAXES | 6112 | 3105 | 3007 |
| BAD DEBT EXPENSE | -301 | -153 | -148 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2876292 | Total |
| Program Services | 1105245 | ProgramServices |
| Management And General | 954368 | ManagementAndGeneral |
| Fundraising | 816679 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130702 | BOY |
| EOY | 50000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1894514 | BOY |
| EOY | 1767822 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477950 | BOY |
| EOY | 798873 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298238 | BOY |
| EOY | 73193 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 205120 | BOY |
| EOY | 185779 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24171 | BOY |
| EOY | 27464 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2335273 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 277727 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2086682 | BOY |
| EOY | 2057546 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22701663 | BOY |
| EOY | 21873532 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 982450 | BOY |
| EOY | 674394 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4831097 | BOY |
| EOY | 4521965 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33632587 | BOY |
| EOY | 32030568 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378232 | BOY |
| EOY | 372689 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2228250 | BOY |
| EOY | 1931250 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 868106 | BOY |
| EOY | 710063 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3474588 | BOY |
| EOY | 3014002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612956 | BOY |
| EOY | -489042 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11549929 | BOY |
| EOY | 11663367 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17995114 | BOY |
| EOY | 17842241 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30157999 | BOY |
| EOY | 29016566 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33632587 | BOY |
| EOY | 32030568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 545202 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1686635 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 5213626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5621554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4946261 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2682528 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1988168 | CurrentTaxYear |
| Total | 20452137 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5213626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5621554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4946261 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2682528 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1988168 | CurrentTaxYear |
| Total | 20452137 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6791214 | AmountsSubstContributorsTotal |
| Public Support Total170 | 13660923 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2279781 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1473958 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 679538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1019901 | CurrentTaxYearMinus1Year |
| Current Tax Year | 476541 | CurrentTaxYear |
| Total | 5929719 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13920 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10675 | CurrentTaxYearMinus1Year |
| Total | 48554 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26430410 | TotalSupport |
| Gross Receipts From Admissions Etc | 1019329 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.51690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48480 | 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 | 20118362 | BeginningOfYearBalance |
| Contributions | 110410 | Contributions |
| Investment Earnings Or Losses | -119031 | InvestmentEarningsOrLosses |
| Other Expenditures | 530925 | OtherExpenditures |
| End Of Year Balance | 19578816 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16840545 | BeginningOfYearBalance |
| Contributions | 105118 | Contributions |
| Investment Earnings Or Losses | 3931219 | InvestmentEarningsOrLosses |
| Other Expenditures | 758520 | OtherExpenditures |
| End Of Year Balance | 20118362 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13887342 | BeginningOfYearBalance |
| Contributions | 1410310 | Contributions |
| Investment Earnings Or Losses | 2356452 | InvestmentEarningsOrLosses |
| Other Expenditures | 813559 | OtherExpenditures |
| End Of Year Balance | 16840545 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13620710 | BeginningOfYearBalance |
| Contributions | 266632 | Contributions |
| End Of Year Balance | 13887342 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03430 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71620 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24950 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2001224 | InvestmentCostOrOtherBasis |
| Book Value | 2001224 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 209240 | OtherCostOrOtherBasis |
| Depreciation | 176148 | Depreciation |
| Book Value | 33092 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 124809 | OtherCostOrOtherBasis |
| Depreciation | 101579 | Depreciation |
| Book Value | 23230 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2057546 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES (ST. LUKE'S DEVELOPMENT CO.) | 544486 | C |
| BENEFICIAL INTEREST IN UNITRUSTS | 157719 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 3819760 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 4521965 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES UNDER SPLIT INTEREST AGREEMENT | $264,463 |
| LIABILITIES UNDER ANNUITIES | $445,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 710063 | TotalOfAmounts |
| Total Revenue | 3421494 | TotalRevenue |
| Total Expenses | 2876292 | TotalExpenses |
| Excess Or Deficit For Year | 545202 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1616556 | NetUnrealizedGLOnInvestments |
| Other | -$70,079 | OtherAmount |
| Total Adjustments | -1686635 | TotalAdjustments |
| Excess Or Deficit Per FS | -1141433 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3131363 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1616556 | NetUnrealizedGainsInvestments |
| Other Revenues | 1660115 | OtherRevenues |
| Revenue Not Rptd F990 | 43559 | RevenueNotRptdF990 |
| Revenue Subtotal | 3087804 | RevenueSubtotal |
| Investment Expenses Not Included | 91152 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 242538 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 333690 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3421494 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4272796 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1717234 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1717234 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2555562 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 91152 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 229578 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 320730 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2876292 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN TRUSTS -70,079. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ELIMINATING ENTRIES 103,455. SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 1,556,660. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN TRUSTS 70,079. EXPENSE REIMBURSEMENTS/REVENUE OFFSETS (FOUNDATION SERVICE CENTER) 172,459. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 1,717,234. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRIES 57,119. EXPENSE REIMBURSEMENTS/REVENUE OFFSETS (FOUNDATION SERVICE CENTER) 172,459. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| RUFFALO-CODY | ||||||||
| PO BOX 3018 ATTN CONTROLLER | CEDAR RAPIDS | IA | 52406 | TELEFUNDRAISING | 0 | 5575 | 35122 | 0 |
| THOMPSON & ASSOCIATES | ||||||||
| 112 WESTWOOD PLACE SUITE 250 | BRENTWOOD | TN | 37027 | CONSULTING/PLANNED GIVING | 0 | 0 | 65120 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 5575 | TotalGrossReceipts |
| Total Retained By Contractors | 100242 | TotalRetainedByContractors |
| Licensed States | IA | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THOMPSON & ASSOCIATES - PROVIDES CONSULTING TO FOUNDATION; CONDUCTS SEMINARS/PRESENTATIONS ON PLANNED GIVING. EXPENSES ARE RELATED TO RETAINER AND RELATED EXPENSES. RUFFALO CODY PROVIDES TELE-FUNDRAISING SERVICES FOR THE GRATEFUL PATIENT PROGRAM THROUGH PHONE CALLS TO PATIENTS DISCHARGED FROM ST LUKES HOSPITAL. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| COE COLLEGE | |||||||
| 1220 1ST AVE NE | CEDAR RAPIDS | IA | 52402 | 420686467 | 501(C)(3) | 6256 | PROGRAM SUPPORT |
| ST LUKE'S METHODIST HOSPITAL | |||||||
| 1026 A AVENUE | CEDAR RAPIDS | IA | 524063026 | 420504780 | 501(C)(3) | 981564 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 23 | NumberOfRecipients |
| Amount Of Cash Grant | 21500 | AmountOfCashGrant |
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: GRANTS TO GOVERNMENTS AND ORGANIZATIONS: IRC SECTION 501(C)(3) ORGANIZATIONS RECEIVING GRANTS MUST PROVIDE EVIDENCE OF THEIR TAX EXEMPT STATUS. EACH ORGANIZATION RECEIVING FUNDING MUST SUBMIT A WRITTEN UPDATE, INCLUDING APPLICABLE EVIDENCE TO SUPPORT THE FUNDS WERE USED FOR THE INTENDED PURPOSE. SCHOLARSHIPS: BEFORE THE STUDENT CAN RECEIVE SCHOLARSHIP FUNDS, THEY MUST PROVIDE EVIDENCE OF ENROLLMENT FROM THE SCHOOL THEY ARE ATTENDING. AT THE CONCLUSION OF THEIR SEMESTER, THEY ARE REQUIRED TO SUBMIT A TRANSCRIPT OF RESULTS. CHECKS FOR SCHOLARSHIPS ARE JOINTLY ISSUED TO THE HIGHER EDUCATION INSTITUTION AND STUDENT. RURAL INITATIVE GRANTS: GRANTS ARE LIMITED TO COMMUNITIES IN THE ST. LUKE'S HOSPITAL MARKET AREA. GRANTEES ARE REQUIRED TO SUBMIT AN ANNUAL REPORT STATING HOW THE FUNDS HAVE BEEN UTILIZED. THE GRANTS ARE TYPICALLY IN SUPPORT OF EQUIPMENT PURCHASES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | SUSAN RIGO | NamePerson |
| Base Compensation Filing Org | 135413 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 59467 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 75818 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6427 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 277125 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | ST. LUKE'S METHODIST HOSPITAL PAYS COMPENSATION TO SUSAN RIGO, IN THE AMOUNTS OF: BASE PAY $135,413, BONUS & INCENTIVE COMPENSATION $0, OTHER COMPENSATION $59,467, DEFERRED COMPENSATION $75,818, NONTAXABLE BENEFITS $6,427. ST. LUKE'S HEALTH CARE FOUNDATION REIMBURSES ST. LUKE'S METHODIST HOSPITAL FOR PART OF THE COMPENSATION PAID TO SUSAN RIGO. ST. LUKE'S METHODIST HOSPITAL PAYS COMPENSATION TO JAMES SEALY, IN THE AMOUNTS OF: BASE PAY $32,308, BONUS & INCENTIVE COMPENSATION $0, OTHER COMPENSATION $1,179, DEFERRED COMPENSATION $738, NONTAXABLE BENEFITS $36. ST. LUKE'S HEALTH CARE FOUNDATION REIMBURSES ST. LUKE'S METHODIST HOSPITAL FOR PART OF THE COMPENSATION PAID TO JAMES SEALY. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 89344 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | BROKER SERVICE UTILIZED TO SELL STOCK DONATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | ST. LUKE'S METHODIST HOSPITAL APPOINTS AT LEAST ONE BOARD MEMBER, THE ST. LUKES METHODIST HOSPITAL CEO AND CFO ARE BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE IOWA HEALTH SYSTEM TAX DEPARTMENT USING INFORMATION GATHERED FROM VARIOUS FUNCTIONAL AREAS OF THE ORGANIZATION. EACH SECTION OF THE RETURN IS REVIEWED BY FUNCTIONAL AREA WITH RESPONSIBILITY ALONG WITH THE TAX DEPARTMENT. A DRAFT COPY OF THE RETURN IS PROVIDED TO THE CFO FOR REVIEW. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A DISCLOSURE QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. PERSONS REQUIRED TO REPORT, WHO HAVE NOT RETURNED QUESTIONNAIRES, WILL BE CONTACTED AND FOLLOW-UP WILL CONTINUE ON A REGULAR BASIS IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE INFORMATION DISCLOSED WILL BE USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS QUESTIONNAIRES. THE DUTY TO IDENTIFY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST IS A DUTY THAT IS ONGOING. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL IMMEDIATELY DISCLOSE SUCH POTENTIAL CONFLICT OR DUALITY OF INTEREST AS SOON AS THE INTEREST OCCURS. DISCLOSURE SHOULD BE MADE TO THE COVERED PERSON'S SUPERVISOR, DIRECTOR OF THE ORGANIZATION, OR THE BOARD CHAIR OF THE ORGANIZATION, AS APPLICABLE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION RELIES ON AN UNRELATED ORGANIZATION TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION BASED ON FAIR MARKET VALUE. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ST. LUKE'S HEALTH CARE FOUNDATION MAKES AVAILABLE TO THE PUBLIC THE ORGANIZATION'S BOARD OF DIRECTORS LIST ON ITS WEBSITE. FORM 990 TAX INFORMATION, CONFLICT OF INTEREST POLICY, AND WHISTLEBLOWER POLICY ARE AVAILABLE TO THE PUBLIC THROUGH ST. LUKE'S METHODIST HOSPITAL'S WEBSITE (WWW.STLUKESCR.ORG). | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,616,556. CHANGE IN BENEFICIAL INTEREST IN TRUSTS -70,079. TOTAL TO FORM 990, PART XI, LINE 5: -1,686,635. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S DEVELOPMENT COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 A AVENUE NE | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421353658 | EIN |
| Primary Activity | LESSOR NONRESIDENTIAL REAL ESTATE | PrimaryActivity |
| Legal Domicile State | IA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HEALTH CARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1558606 | ShareOfTotalIncome |
| Share Of EOY Assets | 6256679 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | 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 |
| 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S DEVELOPMENT COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionType |
| Amount Involved | 12076 | AmountInvolved |
| Method Of Amt Determination | BASED ON GAAP, CASH, AND/OR FMV. | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SECTION 512(B)(13) CONTROLLED ENTITY | Identifier |
| Return Reference | SCHEDULE R, PART II, COLUMN (G) | ReturnReference |
| Explanation | THE ORGANIZATION IS A MEMBER OF A CONSOLIDATED HEALTH SYSTEM AND HAS A COMMON PARENT ORGANIZATION, "IOWA HEALTH SYSTEM." FOR ENTITIES THAT ARE PART OF THE CONSOLIDATED HEALTH SYSTEM (WITH COMMON CONTROL) THE ATTRIBUTION RULES OF IRC SECTION 318 APPLY; MEANING THAT ALL ORGANIZATIONS ARE DEEMED TO HAVE CONTROL OF THE ORGANIZATIONS OWNED BY THE CONTROLLING ORGANIZATION. AS SUCH, WE ARE REPORTING ALL RELATED ORGANIZATIONS OF THE HEALTH SYSTEM IN PARTS II, III & IV. FOR PART V REPORTING, THE TRANSACTIONS DISCLOSED ARE THOSE BETWEEN THE DIRECTLY CONTROLLED PARENT-SUBSIDIARY ONLY. | Explanation |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION E-FILED A REQUEST FOR AN ADDITIONAL EXTENSION OF TIME TO FILE TO NOVEMBER 15, 2012, ON PART II OF FORM 8868. THE E-FILED EXTENSION WAS ACCEPTED BY THE IRS ON JULY 31, 2012; HOWEVER, THE IRS ISSUED NOTICE CP211A, DATED AUGUST 27, 2012, WITH AN INCORRECT DATE FOR PART II OF AUGUST 15, 2012 INSTEAD OF NOVEMBER 15, 2012. AS SUCH, THE ORGANIZATION RESPECTUFLLY REQUESTS THE ORGANIZATION'S RECORDS BE UPDATED ACCORDINGLY TO SHOW THIS FORM 990 AS BEING EXTENDED TO NOVEMBER 15, 2012, AND TIMELY FILED. | Explanation |
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