ST LUKES HEALTH CARE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HEALTH CARE FOUNDATION (EIN 42-1106819)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-08
- IRS object ID
- 201113129349302356
- Schema version
- 2010v3.4
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T15:08:09-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 2011-10-21 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 27080399 | 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 | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 16991 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 13666 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4946261 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2682528 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | -21464 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 324912 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -852981 | InvestmentIncomePriorYear |
| Investment Income Current Year | 857311 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13292 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10677 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4085108 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3875428 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3892673 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2225673 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 825099 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 825529 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 64724 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 65211 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 625399 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 650263 | OtherExpensePriorYear |
| Other Expenses Current Year | 654222 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5432759 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3770635 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1347651 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 104793 | RevenuesLessExpensesCY |
| Total Assets BOY | 31347529 | TotalAssetsBOY |
| Total Assets EOY | 33632587 | TotalAssetsEOY |
| Total Liabilities BOY | 3670084 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3474588 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27677445 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30157999 | 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 | 2225673 | Expense |
| Grants | 2225673 | Grants |
| Revenue | 335589 | Revenue |
| Description | GRANTS, ALLOCATIONS AND PROGRAM SUPPORTST. LUKE'S HEALTH CARE FOUNDATION'S 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 GRANT, 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 | 2225673 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 12 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 |
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 | 40.00 | X | 0 | 308993 | 75581 | |
| SARAH ANDERSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MILTON AUNAN II | ||||||
| BOARD MEMBER & VP FIN/CFO | 40.00 | X | X | 0 | 344817 | 37257 |
| KIM BROKAW | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TERRI CHRISTOFFERSEN | ||||||
| BOARD SECRETARY | 1.00 | X | X | 0 | 15000 | 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 | |
| KATHLEEN KLEIMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES LAMORGESE MD | ||||||
| BOARD MEMBER | 40.00 | X | 0 | 73264 | 34155 | |
| DINA LINGE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK MATHIS | ||||||
| BOARD VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RITU MUNJAL | ||||||
| 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 | |
| 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 | 40.00 | X | X | 0 | 607099 | 225473 |
| KIM WILKERSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHANNON DUVAL | ||||||
| PRESIDENT (TO 5/10) | 40.00 | X | 0 | 110906 | 9130 | |
| SUSAN RIGO | ||||||
| PRESIDENT (FR 10/10) | 40.00 | X | 0 | 45707 | 1489 | |
| JOHN SHEEHAN | ||||||
| EXECUTIVE VP/COO | 40.00 | X | 0 | 441021 | 80397 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1946807 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 463482 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 5000 | RelatedOrganizations |
| Government Grants | 341703 | GovernmentGrants |
| All Other Contributions | 2335825 | AllOtherContributions |
| Noncash Contributions | 187090 | NoncashContributions |
| Total Contributions | 2682528 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FOUNDATION SERVICE CTR | 561000 | 187544 | 187544 |
| SUBS & JOINT VENTURES | 900099 | 137368 | 137368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 324912 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1019901 | TotalRevenueColumn |
| Unrelated Business Revenue | 16991 | UnrelatedBusinessRevenue |
| Exclusion | $1,002,910 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23042381 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23204971 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -162590 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -162590 | TotalRevenueColumn |
| Exclusion | -$162,590 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10677 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10677 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10677 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3875428 | TotalRevenueColumn |
| Related Or Exempt Function Income | 335589 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16991 | UnrelatedBusinessRevenue |
| Exclusion | $840,320 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2169799 | Total |
| Program Services | 2169799 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55874 | Total |
| Program Services | 55874 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167232 | Total |
| Management And General | 167232 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485552 | Total |
| Management And General | 260552 | ManagementAndGeneral |
| Fundraising | 225000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172745 | Total |
| Management And General | 92697 | ManagementAndGeneral |
| Fundraising | 80048 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3365 | Total |
| Management And General | 1950 | ManagementAndGeneral |
| Fundraising | 1415 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25200 | Total |
| Management And General | 14604 | ManagementAndGeneral |
| Fundraising | 10596 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65211 | Total |
| Fundraising | 65211 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55372 | Total |
| Management And General | 55372 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54522 | Total |
| Management And General | 31605 | ManagementAndGeneral |
| Fundraising | 22917 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76728 | Total |
| Management And General | 43108 | ManagementAndGeneral |
| Fundraising | 33620 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26896 | Total |
| Management And General | 15413 | ManagementAndGeneral |
| Fundraising | 11483 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67444 | Total |
| Management And General | 39084 | ManagementAndGeneral |
| Fundraising | 28360 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94935 | Total |
| Management And General | 55015 | ManagementAndGeneral |
| Fundraising | 39920 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8038 | Total |
| Management And General | 4658 | ManagementAndGeneral |
| Fundraising | 3380 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8317 | Total |
| Management And General | 4820 | ManagementAndGeneral |
| Fundraising | 3497 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160788 | Total |
| Management And General | 93178 | ManagementAndGeneral |
| Fundraising | 67610 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44229 | Total |
| Management And General | 25631 | ManagementAndGeneral |
| Fundraising | 18598 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6715 | Total |
| Management And General | 3891 | ManagementAndGeneral |
| Fundraising | 2824 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 33847 | 18039 | 15808 |
| INCOME TAXES | -549 | -549 | |
| BAD DEBT EXPENSE | -11625 | -6737 | -4888 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3770635 | Total |
| Program Services | 2225673 | ProgramServices |
| Management And General | 919563 | ManagementAndGeneral |
| Fundraising | 625399 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 130702 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1414869 | BOY |
| EOY | 1894514 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1435793 | BOY |
| EOY | 477950 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143458 | BOY |
| EOY | 298238 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283894 | BOY |
| EOY | 205120 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27290 | BOY |
| EOY | 24171 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2322773 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 236091 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2128183 | BOY |
| EOY | 2086682 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20392682 | BOY |
| EOY | 22701663 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973036 | BOY |
| EOY | 982450 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4498324 | BOY |
| EOY | 4831097 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31347529 | BOY |
| EOY | 33632587 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526422 | BOY |
| EOY | 378232 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2228250 | BOY |
| EOY | 2228250 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 915412 | BOY |
| EOY | 868106 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3670084 | BOY |
| EOY | 3474588 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -147732 | BOY |
| EOY | 612956 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10092789 | BOY |
| EOY | 11549929 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17732388 | BOY |
| EOY | 17995114 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27677445 | BOY |
| EOY | 30157999 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31347529 | BOY |
| EOY | 33632587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 104793 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2375761 | 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 | 6287867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5213626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5621554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4946261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2682528 | CurrentTaxYear |
| Total | 24751836 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6287867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5213626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5621554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4946261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2682528 | CurrentTaxYear |
| Total | 24751836 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9377932 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15373904 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1457373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2279781 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1473958 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 679538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1019901 | CurrentTaxYear |
| Total | 6910551 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13920 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10667 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13292 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10675 | CurrentTaxYear |
| Total | 49046 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31711433 | TotalSupport |
| Gross Receipts From Admissions Etc | 559429 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.48480 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46220 | 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 | 16840545 | BeginningOfYearBalance |
| Contributions | 105118 | Contributions |
| Investment Earnings Or Losses | 3931219 | InvestmentEarningsOrLosses |
| Other Expenditures | 758520 | OtherExpenditures |
| End Of Year Balance | 20118362 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.03830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69710 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26460 | 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 | 169385 | Depreciation |
| Book Value | 39855 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 112309 | OtherCostOrOtherBasis |
| Depreciation | 66706 | Depreciation |
| Book Value | 45603 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2086682 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES (ST. LUKE'S DEVELOPMENT CO.) | 705060 | C |
| BENEFICIAL INTEREST IN UNITRUSTS | 156187 | F |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 3969850 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 4831097 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITIES UNDER SPLIT INTEREST AGREEMENT | $288,406 |
| LIABILITIES UNDER ANNUITIES | $579,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 868106 | TotalOfAmounts |
| Total Revenue | 3875428 | TotalRevenue |
| Total Expenses | 3770635 | TotalExpenses |
| Excess Or Deficit For Year | 104793 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3182598 | NetUnrealizedGLOnInvestments |
| Other | -$806,837 | OtherAmount |
| Total Adjustments | 2375761 | TotalAdjustments |
| Excess Or Deficit Per FS | 2480554 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7333139 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3182598 | NetUnrealizedGainsInvestments |
| Other Revenues | 1683463 | OtherRevenues |
| Revenue Not Rptd F990 | 4866061 | RevenueNotRptdF990 |
| Revenue Subtotal | 2467078 | RevenueSubtotal |
| Investment Expenses Not Included | 55372 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 1352978 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1408350 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3875428 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4852585 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1395091 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1395091 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3457494 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 55372 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 257769 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 313141 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3770635 | 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 PLEDGES -957,843. CHANGE IN SPLIT INTEREST AGREEMENT 151,006. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENT 151,006. SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 1,532,457. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN PLEDGES 957,843. ELIMINATING ENTRIES 207,591. EXPENSE REIMBURSEMENTS/REVENUE OFFSETS (FOUNDATION SERVICE CENTER) 187,544. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 1,395,091. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATING ENTRIES 70,225. EXPENSE REIMBURSEMENTS/REVENUE OFFSETS (FOUNDATION SERVICE CENTER) 187,544. |
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
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON & ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 WARD CIRCLE SUITE A23 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING/PLANNED GIVING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 65211 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 65211 | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 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) | 6265 | PROGRAM SUPPORT |
| ST LUKE'SJONES REGIONAL MEDICAL CENTER | |||||||
| 1795 HWY 64 E | ANAMOSA | IA | 52402 | 421487967 | 501(C)(3) | 300000 | CAPITAL BUILDING CAMPAIGN |
| ST LUKE'S METHODIST HOSPITAL | |||||||
| 1026 A AVENUE | CEDAR RAPIDS | IA | 524063026 | 420504780 | 501(C)(3) | 1570732 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 30 | 37882 |
| MIDWEST DISASTER RELIEF | 8 | 17992 |
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) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH ANDERSON MD | |||||||||||||
| 0 | 306868 | 0 | 1825 | 0 | 300 | 0 | 62543 | 0 | 13038 | 0 | 384574 | 0 | 0 |
| MILTON AUNAN II | |||||||||||||
| 0 | 251748 | 0 | 67039 | 0 | 26030 | 0 | 29984 | 0 | 7273 | 0 | 382074 | 0 | 0 |
| THEODORE TOWNSEND JR | |||||||||||||
| 0 | 401370 | 0 | 145072 | 0 | 60657 | 0 | 208337 | 0 | 17136 | 0 | 832572 | 0 | 0 |
| JOHN SHEEHAN | |||||||||||||
| 0 | 321959 | 0 | 79410 | 0 | 39652 | 0 | 64622 | 0 | 15775 | 0 | 521418 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: SPOUSES SOMETIMES ACCOMPANY BOARD MEMBERS AND/OR OFFICERS ON ORGANIZATIONAL ACTIVITIES, INCLUDING BOARD RELATED TRAVEL. THE ADDITIONAL COST ATTRIBUTABLE TO THE SPOUSE IS TREATED AS TAXABLE COMPENSATION TO THE BOARD MEMBER OR OFFICER AND REPORTED AS APPROPRIATE TO THE IRS. |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NON-QUALIFIED RETIRMENT PLAN WITH THE FOLLOWING CHANGES TO THEIR ACCOUNTS: KENNETH ANDERSON, MD $30,599, MILTON AUNAN II $17,734, JAMES LAMORGESE $21,390, JOHN SHEEHAN $52,372, THEODORE TOWNSEND, JR. $196,088. |
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 | 187090 | 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 (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KIM BROKAW; DOUG NEIGHBOR; BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 7A | ST. LUKE'S METHODIST HOSPITAL APPOINTS AT LEAST ONE BOARD MEMBER, THE ST. LUKE'S METHODIST HOSPITAL CEO AND CFO ARE BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED INTERNALLY BY THE 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. | |
| A DESIGNATED PERSON WITHIN THE COMPANY AND OTHER CORPORATIONS SUBJECT TO THIS POLICY SHALL SEND DISCLOSURE QUESTIONNAIRES TO ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHLY COMPENSATED 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 AND MEDICARE QUESTIONNAIRES. THE DUTY TO IDENTIFY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST IS A DUTY THAT IS ONGOING. ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHLY COMPENSATED 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, THE CHIEF EXECUTIVE OFFICER OF THE COMPANY, OR THE BOARD CHAIR OF THE COMPANY, AS APPLICABLE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS (COMMITTEE) CONDUCTS A COMPREHENSIVE ANNUAL REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATIONS OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE CEO). THIS ANNUAL REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARDS COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR APPROXIMATELY THE TOP FIFTY EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEES DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958. THE ANNUAL REVIEW OF COMPENSATION AND BENEFITS WAS LAST PERFORMED IN 2010 FOR THE FOLLOWING INDIVIDUALS: MILTON AUNAN II, JOHN SHEEHAN, THEODORE TOWNSEND, JR. 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 B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,182,598. CHANGE IN PLEDGES -957,843. CHANGE IN SPLIT INTEREST AGREEMENT 151,006. TOTAL TO FORM 990, PART XI, LINE 5: 2,375,761. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (41 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLEN COLLEGE | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421351526 | EDUCATE AND DEVELOP HEALTHCARE PROFESSIONALS | IA | 501(C)(3) | 170(B)(1) (A)(II) | ALLEN HEALTH SYSTEMS INC | 1 |
| ALLEN HEALTH SYSTEMS INC | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201924 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 1 |
| ALLEN MEMORIAL HOSPITAL CORPORATION | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 420698265 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ALLEN HEALTH SYSTEMS INC | 1 |
| ANAMOSA AREA AMBULANCE SERVICE | ||||||||||
| 101 GRANT WOOD DRIVE | ANAMOSA | IA | 52205 | 421466284 | PROVIDE AMBULANCE SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'SJONES REGIONAL MEDICAL CENTER | 1 |
| CENTRAL IOWA HEALTH PROPERTIES CORPORATION | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421233759 | PROPERTY HOLDING COMPANY | IA | 501(C)(2) | CENTRAL IOWA HEALTH SYSTEM | 1 | |
| CENTRAL IOWA HEALTH SYSTEM | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421189791 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 1 |
| CENTRAL IOWA HOSPITAL CORPORATION | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 420680452 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | CENTRAL IOWA HEALTH SYSTEM | 1 |
| FINLEY HEALTH FOUNDATION INC | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 421286953 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | THE FINLEY HOSPITAL AND THE DUBUQUE VISITING NURSE ASSOCIATION | 1 |
| FINLEY TRI-STATES HEALTH GROUP INC | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 421307495 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 1 |
| HNC SERVICES | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 270987243 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | IOWA HEALTH SYSTEM | 1 |
| INTRUST | ||||||||||
| 11333 AURORA AVENUE | URBANDALE | IA | 50322 | 421477471 | HOME HEALTH CARE | IA | 501(C)(3) | 509(A)(2) | IOWA HEALTH SYSTEM | 1 |
| IOWA HEALTH FOUNDATION | ||||||||||
| 1440 INGERSOLL AVENUE | DES MOINES | IA | 50309 | 421467682 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 509(A)(3), TYPE III | CENTRAL IOWA HEALTH SYSTEM | 1 |
| IOWA HEALTH SYSTEM | ||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421435199 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | 1 | |
| IOWA LUTHERAN HOSPITAL AUXILIARY | ||||||||||
| 1440 INGERSOLL AVENUE | DES MOINES | IA | 50309 | 426059539 | SUPPORT IOWA LUTHERAN HOSPITAL MISSION TO IMPROVE HEALTHCARE | IA | 501(C)(3) | 509(A)(3), TYPE III | 1 | |
| IOWA PHYSICIANS CLINIC MEDICAL FOUNDATION | ||||||||||
| 8101 BIRCHWOOD COURT | JOHNSTON | IA | 50131 | 421411630 | PRIMARY HEALTH CARE SERVICES | IA | 501(C)(3) | 170(B)(1) (A)(III) | IOWA HEALTH SYSTEM | 1 |
| JONES REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| 104 BROADWAY PLACE | ANAMOSA | IA | 52205 | 421429225 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ST LUKE'SJONES REGIONAL MEDICAL CENTER | 1 |
| MEMORIAL FOUNDATION OF ALLEN HOSPITAL | ||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 421201138 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ALLEN HEALTH SYSTEMS INC | 1 |
| NELLIE R SHERWOOD TRUST | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 426061621 | PAY MEDICAL BILLS OF RETIRED TEACHERS UNABLE TO PAY | IA | 501(C)(3) | 509(A)(3), TYPE I | ST LUKE'S METHODIST HOSPITAL | 1 |
| NORTH CENTRAL IOWA MENTAL HEALTH CENTER INCORPORATED | ||||||||||
| 720 KENYON DRIVE | FORT DODGE | IA | 50501 | 420937390 | MENTAL HEALTH CARE | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | 1 |
| NORTHWEST IOWA HOSPITAL CORPORATION | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421019872 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | IOWA HEALTH SYSTEM | 1 |
| ST LUKE'S HEALTH CARE FOUNDATION | ||||||||||
| 855 A AVENUE NE STE 105 | CEDAR RAPIDS | IA | 52402 | 421106819 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | ST LUKE'S METHODIST HOSPITAL (50 BENEFICIAL INTEREST) | 1 |
| ST LUKE'S HEALTH FOUNDATION OF SIOUX CITY IOWA | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421301885 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | NORTHWEST IOWA HOSPITAL CORPORATION (50 BENEFICIAL INTEREST) | 1 |
| ST LUKE'S HEALTH RESOURCES | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421059182 | OUTPATIENT CLINICS AND HEALTHCARE SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'S HEALTH SYSTEM INC | 1 |
| ST LUKE'S HEALTH SYSTEM INC | ||||||||||
| 2720 STONE PARK BLVD | SIOUX CITY | IA | 51104 | 421294091 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE III | IOWA HEALTH SYSTEM | 1 |
| ST LUKE'S HEALTHCARE | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421487968 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 1 |
| ST LUKE'S METHODIST HOSPITAL | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 420504780 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTHCARE | 1 |
| ST LUKE'SJONES REGIONAL MEDICAL CENTER | ||||||||||
| 1795 HIGHWAY 64 EAST | ANAMOSA | IA | 52205 | 421487967 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | ST LUKE'S HEALTHCARE | 1 |
| STL CARE COMPANY | ||||||||||
| 1026 A AVENUE NE | CEDAR RAPIDS | IA | 52402 | 421276632 | IMPROVE PUBLIC HEALTH SERVICES | IA | 501(C)(3) | 509(A)(2) | ST LUKE'S HEALTHCARE | 1 |
| THE DUBUQUE VISITING NURSE ASSOCIATION | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680410 | PUBLIC HEALTH SERVICES/HOME CARE | IA | 501(C)(3) | 509(A)(2) | FINLEY TRI-STATES HEALTH GROUP INC | 1 |
| THE FINLEY HOSPITAL | ||||||||||
| 350 NORTH GRANDVIEW AVENUE | DUBUQUE | IA | 52001 | 420680354 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | FINLEY TRI-STATES HEALTH GROUP INC | 1 |
| THE ROBERT YOUNG CENTER FOR COMMUNITY MENTAL HEALTH | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363678909 | MENTAL HEALTH CARE | IL | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY REGIONAL HEALTH SYSTEM | 1 |
| TRINITY BUILDING CORPORATION | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421376187 | PROPERTY HOLDING COMPANY | IA | 501(C)(2) | TRINITY HEALTH SYSTEMS INC | 1 | |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222381 | CHARITABLE FUNDRAISING | IA | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY HEALTH SYSTEMS INC | 1 |
| TRINITY HEALTH FOUNDATION | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363321751 | CHARITABLE FUNDRAISING | IL | 501(C)(3) | 170(B)(1) (A)(VI) | TRINITY REGIONAL HEALTH SYSTEM | 1 |
| TRINITY HEALTH SYSTEMS INC | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421222877 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IA | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 1 |
| TRINITY MEDICAL CENTER | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 362739299 | HOSPITAL | IL | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY REGIONAL HEALTH SYSTEM | 1 |
| TRINITY REGIONAL HEALTH SYSTEM | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363351952 | SUPPORT AFFILIATES' MISSION TO IMPROVE HEALTH CARE | IL | 501(C)(3) | 509(A)(3), TYPE II | IOWA HEALTH SYSTEM | 1 |
| TRINITY REGIONAL HOSPITAL AUXILIARY | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 426081474 | CHARITABLE FUNDRAISING AND VOLUNTEER SERVICES | IA | 501(C)(3) | 509(A)(2) | TRINITY REGIONAL MEDICAL CENTER | 1 |
| TRINITY REGIONAL MEDICAL CENTER | ||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421009175 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY HEALTH SYSTEMS INC | 1 |
| TRINITY VISITING NURSE & HOMECARE ASSOCIATION | ||||||||||
| 2701 17TH STREET | ROCK ISLAND | IL | 61201 | 363052939 | HOME HEALTH CARE | IL | 501(C)(3) | 509(A)(2) | TRINITY REGIONAL HEALTH SYSTEM | 1 |
| UNITY HEALTHCARE | ||||||||||
| 1518 MULBERRY AVENUE | MUSCATINE | IA | 52761 | 420680337 | HOSPITAL | IA | 501(C)(3) | 170(B)(1) (A)(III) | TRINITY REGIONAL HEALTH SYSTEM | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Code VCodeVAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1776 WESTLAKES PARKWAY LC | |||||||||||||||
| 4949 WESTOWN PARKWAY SUITE 200 | WEST DES MOINES | IA | 50266 | 205031651 | OWNERSHIP/RENTAL OF 2 COMMERCIAL OFFICE BUILDINGS | IA | N/A | UNRELATED | 177822 | 12340369 | 0 | 1 | 0.33330 | ||
| CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 273625869 | CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES | IA | N/A | RELATED | 80551 | 66239 | 0 | 1 | 0.20000 | ||
| DES MOINES PARKING ASSOCIATES | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 382622972 | PARKING DECK OPERATIONS | IA | RELATED | 267486 | 3933296 | 0 | 1 | 1.00000 | CENTRAL IOWA HEALTH PROPERTIES CORPORATION | ||
| DUBUQUE ENDOSCOPY CENTER LC | |||||||||||||||
| 1515 DELHI STREET SUITE 500 | DUBUQUE | IA | 52001 | 201597161 | AMBULATORY SURGERY CENTER | IA | RELATED | 671118 | 126090 | 0 | 1 | 0.51000 | THE FINLEY HOSPITAL | ||
| FINLEYHARTIG HOMECARE LLC | |||||||||||||||
| 703 MAIN ST | DUBUQUE | IA | 52001 | 421487138 | SALE/RENTAL OF MEDICAL EQUIPMENT | IA | N/A | RELATED | 172294 | 783074 | 0 | 1 | 0.50000 | ||
| HEALTH CARE AFFILIATES OF THE TRI-STATES LLC | |||||||||||||||
| 350 N GRANDVIEW AVE | DUBUQUE | IA | 52001 | 421428503 | PROVIDE ACCESS TO LICENSED SOFTWARE | IA | N/A | RELATED | 14037 | 0 | 1 | 0.50000 | |||
| HEALTH ENTERPRISES VENTURES LC | |||||||||||||||
| 4250 GLASS ROAD NE | CEDAR RAPIDS | IA | 52402 | 391894290 | INVESTMENT VEHICLE OWNING PARTS OF EACH OF THE CLINICAL JOINT VENTURES | IA | N/A | UNRELATED | -15790 | 775135 | 0 | 0 | 0.55660 | $59,802 | |
| HY-VEEIOWA HEALTH LC | |||||||||||||||
| 5820 WESTOWN PARKWAY | WEST DES MOINES | IA | 50266 | 263293530 | PRIMARY CARE CLINIC | IA | N/A | RELATED | -172539 | 31249 | 0 | 1 | 0.00000 | ||
| IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 030482623 | OUTPATIENT DIAGNOSTIC IMAGING | IA | N/A | RELATED | 1746221 | 3109901 | 0 | 1 | 0.50000 | ||
| IOWA HEALTH SYSTEM CONTRACTING SERVICES LC | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421511142 | GROUP PURCHASING | IA | N/A | RELATED | 5755039 | 8927942 | 1 | 1 | 1.00000 | ||
| LAKEVIEW SURGERY CENTER LC | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421516120 | SURGERY CENTER | IA | N/A | RELATED | 3292459 | 5440740 | 0 | 1 | 0.50000 | ||
| MEDICAL LABORATORIES OF EASTERN IOWA LC | |||||||||||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | 421359640 | MEDICAL LABORATORY SERVICES | IA | N/A | RELATED | 420861 | 977532 | 0 | 1 | 0.50000 | ||
| METRO MRI CENTER LIMITED PARTNERSHIP | |||||||||||||||
| 615 VALLEY VIEW DRIVE SUITE 102 | MOLINE | IL | 61265 | 363710164 | PROVIDE MRI AND OTHER MEDICAL SERVICES | IL | N/A | RELATED | 701249 | 1694638 | 0 | 1 | 0.33970 | ||
| MR ASSOCIATES LLP | |||||||||||||||
| 1455 SHERMAN ROAD | HIAWATHA | IA | 52233 | 421260463 | OWN AND OPERATE MR UNIT | IA | N/A | RELATED | 2823501 | 2022295 | 0 | 1 | 0.33330 | ||
| NORTHEAST IOWA PHYSICAL THERAPY AND SPORTS MEDICINE LLC | |||||||||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | 202124978 | ATHLETIC TRAINING AND SPORTS MEDICINE | IA | N/A | RELATED | -91474 | 28104 | 0 | 1 | 0.50000 | ||
| ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC | |||||||||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | 421508092 | AMBULATORY SURGERY CENTER | IA | N/A | RELATED | 2578454 | 3587597 | 0 | 1 | 0.50000 | ||
| PIERCE STREET SAME DAY SURGERY LC | |||||||||||||||
| 2730 PIERCE STREET | SIOUX CITY | IA | 51104 | 205895205 | AMBULATORY SURGERY CENTER | IA | N/A | RELATED | 1357604 | 3410402 | 0 | 1 | 0.50000 | ||
| QUAD CITY AMBULATORY SURGERY CENTER LLC | |||||||||||||||
| 520 VALLEY VIEW DRIVE SUITE 300 | MOLINE | IL | 61265 | 364471903 | AMBULATORY SURGERY CENTER. | IL | N/A | RELATED | 323527 | 3373129 | 0 | 1 | 0.50000 | ||
| TEAM DES MOINES PARTNERS LLC | |||||||||||||||
| 1205 TECHNOLOGY PARKWAY | CEDAR FALLS | IA | 50613 | 262753371 | COMPUTER SUPPORT | IA | N/A | UNRELATED | 0 | 1 | 0.00000 | ||||
| THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC | |||||||||||||||
| 1075 FIRST AVENUE SE | CEDAR RAPIDS | IA | 52403 | 721550812 | AMBULATORY SURGERY CENTER. | IA | N/A | RELATED | 3374710 | 7172047 | 0 | 1 | 0.50000 | ||
| TRINITY BETTENDORF ORTHOPEDIC CO-MANAGEMENT COMPANY LLC | |||||||||||||||
| 4500 UTICA RIDGE RD | BETTENDORF | IA | 52722 | 272562753 | ORTHOPEDIC SERVICE LINES ADMINISTRATIVE SERVICES | IA | N/A | RELATED | 20893 | 128254 | 0 | 1 | 0.50000 | ||
| TRI-WEBSTER LC | |||||||||||||||
| 1610 COLLINS ST | WEBSTER CITY | IA | 50595 | 010740062 | MEDICAL BUILDING AND SURROUNDING PROPERTY | IA | N/A | RELATED | 113048 | 1782267 | 0 | 1 | 0.50000 | ||
| WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC | |||||||||||||||
| 1660 60TH STREET | WEST DES MOINES | IA | 50266 | 271414600 | ORTHOPEDIC SERVICE LINES MANAGEMENT | IA | N/A | RELATED | 204040 | 4258 | 0 | 1 | 0.20000 | ||
| WEST LAKES MEDICAL EQUIPMENT LLC | |||||||||||||||
| 5950 UNIVERSITY AVENUE SUITE 321 | WEST DES MOINES | IA | 50266 | 263300536 | MEDICAL EQUIPMENT SALES AND RENTAL | IA | N/A | UNRELATED | 67986 | 198717 | 0 | 1 | 0.50000 | $65,291 | |
| WEST LAKES SLEEP CENTER LLC | |||||||||||||||
| 5950 UNIVERSITY AVENUE SUITE 2 | WEST DES MOINES | IA | 50266 | 263193923 | SLEEP DISORDER CENTER AS INDEPENDENT DIAGNOSTIC TESTING FACILITY | IA | N/A | RELATED | 23024 | 355798 | 0 | 1 | 0.50000 | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Percentage OwnershipPercentageOwnership | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROADBAND INC | |||||||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | 273819741 | INFORMATION TECHNOLOGY MGMT. | IA | IHS | C | 62920 | 1.00000 | |
| MEDIMORE INC | |||||||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | 421414390 | MANAGED CARE | IA | IHS | C | 155826 | 1.00000 | |
| PRECEDENCE INC | |||||||||||
| 4622 PROGRESS DRIVE STE A | DAVENPORT | IA | 52807 | 371288604 | MANAGED MENTAL CARE | IA | RYC | C | 535068 | 1.00000 | 395659 |
| RURAL IOWA SPECIALTY PHYSICIAN CONSORTIUM INC | |||||||||||
| 700 E UNIVERSITY AVE | DES MOINES | IA | 50316 | 261271143 | SPECIALTY PHYSICIANS MEDICAL CARE | IA | CIHC | C | 406868 | 0.57100 | 164732 |
| ST LUKE'S DEVELOPMENT COMPANY | |||||||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | 421353658 | LESSOR NONRESIDENTIAL REAL ESTATE | IA | SLHCF | C | 1.00000 | ||
| STL HEALTH RESOURCES CO | |||||||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | 421193499 | PHYSICIAN OFFICE RENTAL | IA | SLMH | C | 1075846 | 1.00000 | 6293579 |
| TRIMARK PHYSICIANS GROUP INC | |||||||||||
| 802 KENYON ROAD | FORT DODGE | IA | 50501 | 421335554 | MEDICAL CLINICS | IA | THS | C | 43433525 | 1.00000 | 17778844 |
| TRINITY HEALTH ENTERPRISES INC | |||||||||||
| 2701 17TH ST | ROCK ISLAND | IL | 61201 | 363320141 | RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY | IL | TRHS | C | 3554376 | 1.00000 | 3394181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | 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 | 16991 | 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 |
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