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Nonprofiteer
← ST LUKES FOUNDATION

Form 990 for tax year 2022

Filed by ST LUKES FOUNDATION.

Totals

Total revenue
$1,780,139
Total expenses
$1,768,562
Contributions and grants received
$1,645,502
Grants paid
$1,267,390
Program service revenue
$0
Investment income
$265,616
Other revenue
-$130,979
Total assets, end of year
$12,265,513
Total liabilities, end of year
$437,084
Net assets or fund balances, end of year
$11,828,429
Program services expenses (Part IX)
$1,433,278
Management and general expenses
$335,284
Fundraising expenses
$0
Program service expenses (Part III)
$1,433,278

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIC LOHN

    CO-PRESIDENT/CEO & CFO

    Total calculated
    $1,207,284
    From this org
    $0
    From related orgs
    $1,010,981
    Other
    $196,303
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $819,897 related
    Bonus
    $0 + $189,842 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $6,975 related
    Nontaxable benefits
    $0 + $189,328 related
    Filer's total
    $0 + $1,207,284 related

  • NICHOLAS VAN DEELEN MD

    CO-PRESIDENT/CEO & CMO

    Total calculated
    $1,066,238
    From this org
    $0
    From related orgs
    $867,010
    Other
    $199,228
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $785,026 related
    Bonus
    $0 + $77,982 related
    Other
    $0 + $4,002 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $189,328 related
    Filer's total
    $0 + $1,066,238 related

  • DR WALDO AVELLO

    DIRECTOR (AS OF JUNE 2022)

    Total calculated
    $740,231
    From this org
    $0
    From related orgs
    $704,522
    Other
    $35,709
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $698,342 related
    Bonus
    $0
    Other
    $0 + $6,180 related
    Deferred
    $0 + $6,975 related
    Nontaxable benefits
    $0 + $28,734 related
    Filer's total
    $0 + $740,231 related

  • CATHERINE CARTER HUBER

    EXECUTIVE DIRECTOR/CDO

    Total calculated
    $212,594
    From this org
    $205,934
    From related orgs
    $0
    Other
    $6,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,644
    Bonus
    $0
    Other
    $1,290
    Deferred
    $5,470
    Nontaxable benefits
    $1,190
    Filer's total
    $212,594

  • DR SUSAN GOLTZ

    DIRECTOR (THROUGH JUNE 2022)

    Total calculated
    $90,599
    From this org
    $0
    From related orgs
    $78,433
    Other
    $12,166
    Hours/week
    1 + 39 related

  • SCOTT LYONS

    CHAIR & PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JC WELLES

    VICE CHAIR & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CARMEN WENDLAND

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN DASTOOR

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LIZETTE LAWIEN

    SECRETARY (THROUGH JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • KERSTYN HENDRICKS

    SECRETARY (AS OF JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • HELENA JACKSON

    PAST CHAIR (THROUGH JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • WENDY ALTHOEN

    DIRECTOR (AS OF JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • JOHN CLOUTIER

    DIRECTOR (THROUGH JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • LINDSEY JACOBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN LAWIEN

    DIRECTOR (AS OF JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • MAYPAKOU LY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JON NIEMI

    DIRECTOR (AS OF JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • DEL PREVOST

    DIRECTOR (THROUGH JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

  • RONI SALO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARRIE SCHERER

    DIRECTOR (AS OF JUNE 2022)

    Total calculated
    $0
    Hours/week
    1

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

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE FOUNDATION DIRECTOR HAS A MEMBERSHIP AT A SOCIAL CLUB FOR BUSINESS PURPOSES. THE SOCIAL CLUB ONLY ALLOWS MEMBERSHIP TO INDIVIDUALS, NOT TO ORGANIZATIONS. THE SOCIAL CLUB SENDS AN INVOICE TO ST. LUKE'S HOSPITAL OF DULUTH, ST. LUKE'S HOSPITAL OF DULUTH PAYS THE INVOICE VIA ACCOUNTS PAYABLE.
PART I, LINE 1B
THE CFO SOUGHT GUIDANCE FROM THE AUDITORS REGARDING THE COO HAVING A MEMBERSHIP AT A SOCIAL CLUB FOR BUSINESS PURPOSES. THE AUDITORS ASKED IF THERE WAS PERSONAL USE, ST. LUKE'S VERIFIED IT IS STRICTLY FOR BUSINESS PURPOSES, AND THE AUDITORS ADVISED TO DISCLOSE THE MEMBERSHIP ON THE 990.
PART I, LINE 4B
ST. LUKE'S HOSPITAL OF DULUTH MAINTAINS 457(F) NONQUALIFIED DEFERRED COMPENSATION PLANS FOR ELIGIBLE EMPLOYEES. IN 2022, CONTRIBUTIONS TO THE 457(F) PLANS WERE: ERIC LOHN - $163,015 NICHOLAS VAN DEELEN, MD - $163,015 IN 2022, DISTRIBUTIONS FROM THE 457(F) PLAN WERE: ERIC LOHN - $189,842 NICHOLAS VAN DEELEN, MD - $77,982

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202323079349302637

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