Form 990 for tax year 2023

Totals

Total revenue

$1,853,529

Total expenses

$396,992

Contributions and grants received

$970,883

Grants paid

$58,769

Program service revenue

$0

Investment income

$701,084

Other revenue

$181,562

Total assets, end of year

$18,818,024

Total liabilities, end of year

$2,534,202

Net assets or fund balances, end of year

$16,283,822

Program services expenses (Part IX)

$186,386

Management and general expenses

$121,295

Fundraising expenses

$89,311

Program service expenses (Part III)

$186,386

Program services were 46.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• The primary exempt purpose of St. John's Foundation is to generate and provide support, financial and otherwise, that furthers the mission and ministry of our corporate member, St. John's Lutheran Ministries, Inc., a not-for-profit 501(c)(3) corporation.Established in 1989, the purpose of St. John's Foundation is to bring focus to fund-raising efforts, special campaigns, annual appeals, capital structures, special events and community relations. These components have proven to be essential in serving to link the needs of the community of St. John's with internal and external resources.Continued on Schedule OSt. John's needs the financial support of those who share our vision of quality care to all people, regardless of their financial status. Underlying that commitment is our Lord's passion to care and serve those that are most in need. Through the prudent management of gifts, 2023 was a very successful year that allowed the Foundation to support the St. John's mission of "providing living opportunities within nurturing environments of hope, dignity, and love."Support to ResidentsAs a ministry of the church and a not-for-profit corporation, St. John's is committed to providing a continuum of housing opportunities and supportive services primarily to the elderly. St. John's has made a commitment that no one will be turned away or asked to leave because of inability to pay. We served 801 seniors on our campus here in Billings in 2023 and served an additional 1,508 seniors in outlying communities. Below are examples of that service and support.1) Many residents are exhausting their financial resources sooner than anticipated. The Annual Fund supports those residents who cannot meet their financial needs. In 2023, resident subsidies included:* $2,917 rent subsidy for Assisted Living residents,* $19,222 in subsidies for resident needs.2) Fundraising efforts starting in 2018 focused on an expected $8 million Endowment Campaign, the majority of which is to support resident care. In addition to large public support, donors include current and past Board members, upper management, and other St. John's employees. The campaign wrapped up in April 2022, raising $8.2 million over the course of the campaign.Support to EmployeesSt. John's employees are the heart and soul of our organization. Many employees work in challenging environments, both physically and mentally. They are providing 24 hour per day care for a very vulnerable population. 1) The Foundation offers financial support to those staff members and their dependents who commit themselves to personal and career growth. Scholarships of up to $1,500 were given to 6 employees continuing their education at an accredited two or four-year institution.2) Often times, employees may find themselves in an unexpected crisis. At any time, an employee may seek the resources of the Employee Crisis Fund through the Pastoral Care department with no questions asked. In 2023, 66 employees received $37,112 in support to help with such items as rent and utility assistance, prescription costs, vehicle repairs or school supplies for a child. 3) At Christmas, those employee families who do not have the means to enjoy the season are "adopted" by other employees, through our Share the Joy program, and given food and gifts to ensure that they too have a wonderful Christmas. During 2023, co-workers adopted 17 employee families through this program.Support to the CommunitySt. John's is a ministry serving more than just our staff and residents. We are committed to serving our community and those communities around us in any capacity we can. An example of that support is the Summer Concert Season. The Foundation's signature event is the Summer Concert Series. St. John's presents seven free concerts for our residents and the outside community each summer, on our main campus, as well as at the Crossings and Wyndstone facilities. From its humble beginnings in 1998 to a thriving series going strong for the last 24 years, the concerts have become a summer tradition for many. It is common to have close to 2,500 music lovers each week at the concerts with an annual attendance of 9,000 people. The Foundation relies on the support of volunteers, staff and sponsors to help ensure its success. Direct costs, paid with sponsor contributions, allow the concerts to remain free for the community. Other Ministry SupportPreviously the St. John's Foundation Board voted to distribute endowment earnings equivalent to 5-6% of endowment value annually, paid on a quarterly basis, to St. John's Lutheran Ministries, Inc. During 2023, the Foundation distributed $240,094 to St. John's to help cover nursing home and other operating expenses. Endowment funds support the following program areas. 1) Student internships and higher education, 2) special needs adoptions, 3) spiritual care to residents, staff and volunteers, 4) dementia care, and 5) resident care, specifically the gap between our current cost of care and the Medicaid daily rate.The Foundation launched the Nursing Apprentice Fellowship program in 2020. The program was originally funded through a separate endowment campaign plus matching funds from the Bruno and Evelyne Betti Foundation, and continues to accept new contributions. The purpose of the program is to provide nursing school tuition assistance and career applicable employment to students pursuing their LPN or RN degree. In 2023, 15 fellows received tuition assistance and $68,338 in total expenses were covered under the program. St. John's United Family Services is another ministry of St. John's. The adoption support services offer hope to those in need. These services include birthparent counseling, adoptive family preparation, mental health counseling, search and reunion services, and post-adoption counseling. Designated donations offset some of these costs. In 2023, Family Services served 210 individuals and families and had a role in the placement of 7 children in forever homes. St. John's sponsors students from local colleges for clinical learning on our campus. 80 students were served in 2023. In addition, we hold classes to train individuals interested in becoming a C.N.A. We had 101 C.N.A class graduates in 2023. St. John's continues to make a difference in the lives of families, residents, employees and our community every day. St. John's is a place where all people are recognized and celebrated as both givers and receivers of love, so the difference made in one person's life creates an enriching experience for someone else. Without the wonderful support of the community and donors, St. John's Foundation would not be able to exist. St. John's is truly grateful for the support given by talented and resourceful people that helps us continue as a support system for one of the premier Senior Living and Long-Term Care facilities in the Northwest.

  Expenses $186,386 · Grants $58,769

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• Jen Quanbeck

  Chair

  Total calculated

  $0

  Hours/week

  2

• Eric Nord

  Vice Chair

  Total calculated

  $0

  Hours/week

  2

• Katie Edwards

  Treasurer

  Total calculated

  $0

  Hours/week

  2

• Darrell Ehrlick

  Secretary

  Total calculated

  $0

  Hours/week

  2

• Amanda Boerboom

  Director

  Total calculated

  $0

  Hours/week

  2

• Brian Brown

  Director (Until May 23)

  Total calculated

  $0

  Hours/week

  2

• Allison Corbyn

  Director

  Total calculated

  $0

  Hours/week

  2

• Julie Donald

  Director

  Total calculated

  $0

  Hours/week

  2

• Michael Fischer

  Director

  Total calculated

  $0

  Hours/week

  2

• Jock Michelotti

  Director

  Total calculated

  $0

  Hours/week

  2

• Mina Morse

  Director

  Total calculated

  $0

  Hours/week

  2 + 2 related

• Sara Sanderson

  Director

  Total calculated

  $0

  Hours/week

  2

• Dennis Sulser

  Director

  Total calculated

  $0

  Hours/week

  2

• Bill Underriner

  Director

  Total calculated

  $0

  Hours/week

  2

• David Trost

  President & CEO

  Total calculated

  $231,527

  From this org

  $0

  From related orgs

  $104,784

  Other

  $126,743

  Hours/week

  4 + 36 related

  Schedule J breakdown matched by us

  Base

  $0 + $104,784 related

  Bonus

  $0

  Other

  $0

  Deferred

  $0 + $126,743 related

  Nontaxable benefits

  $0 + $443 related

  Filer's total

  $0 + $231,970 related

• Jerry Pearsall

  Vice President of Finance

  Total calculated

  $186,322

  From this org

  $0

  From related orgs

  $74,752

  Other

  $111,570

  Hours/week

  1 + 39 related

  Schedule J breakdown matched by us

  Base

  $0 + $74,752 related

  Bonus

  $0

  Other

  $0

  Deferred

  $0 + $106,870 related

  Nontaxable benefits

  $0 + $5,168 related

  Filer's total

  $0 + $186,790 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• St John's Lutheran Ministries Inc

  501(c)(3) · Provision of healthcare services · MT

• Home-Based Services Initiative LLC

  501(c)(3) · Provision of healthcare services · MT

  Directly controlled by St John's Lutheran Ministries Inc

• The Lutheran Center

  501(c)(3) · Provision of healthcare services · MT

  Directly controlled by St John's Lutheran Ministries Inc

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

13 November 2024

IRS schema version

2023v5.1

Source object

202403209349314885

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