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Nonprofiteer
← ST PETERS HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by ST PETERS HEALTH FOUNDATION.

Totals

Total revenue
$3,437,813
Total expenses
$2,479,375
Contributions and grants received
$2,430,192
Grants paid
$2,316,944
Program service revenue
$0
Investment income
$968,324
Other revenue
$39,297
Total assets, end of year
$26,543,749
Total liabilities, end of year
$352,386
Net assets or fund balances, end of year
$26,191,363
Program services expenses (Part IX)
$2,316,944
Management and general expenses
$162,431
Fundraising expenses
$0
Program service expenses (Part III)
$2,316,944

Program services were 93.4% 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.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $137,413

  • 1d · Related organizations

    $114,721

  • 1e · Government grants (contributions)

    $759,535

  • 1f · All other contributions, gifts and grants

    $1,418,523

  • 1g · Noncash contributions included above

    $25,564

  • 3 · Investment income

    total $583,586 · excluded $583,586

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $4,843,939

  • 7b · Less cost or other basis and sales expenses

    securities $4,459,201

  • 7c · Gain or loss

    securities $384,738

  • 7d · Net gain or loss

    total $384,738 · excluded $384,738

  • 8a · Fundraising events: gross income

    $191,526

  • 8a · Fundraising events: contributions included on line 1c

    $137,413

  • 8b · Fundraising events: direct expenses

    $152,229

  • 8c · Net income from fundraising events

    total $39,297 · excluded $39,297

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,023,368 · program services $2,023,368

  • 2 · Grants to domestic individuals

    total $293,576 · program services $293,576

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $29,489 · management and general $29,489

  • 11g · Fees: other

    total $78,149 · management and general $78,149

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $17,133 · management and general $17,133

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $1,938 · management and general $1,938

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $35,722 · management and general $35,722

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $612,021 · end of year $883,249

  • 2 · Savings and temporary cash investments

    beginning of year $1,160,879 · end of year $1,209,372

  • 3 · Pledges and grants receivable

    beginning of year $1,388,918 · end of year $1,867,481

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $16,374,315 · end of year $18,497,203

  • 12 · Investments: other securities

    beginning of year $1,884,622 · end of year $2,039,528

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $4,546,348 · end of year $2,046,916

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $24,520

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,010,099 · end of year $327,866

  • 27 · Net assets without donor restrictions

    beginning of year $2,344,311 · end of year $3,220,438

  • 28 · Net assets with donor restrictions

    beginning of year $22,612,693 · end of year $22,970,925

Mission and programs · 2022

Mission

ST. PETER'S HEALTH FOUNDATION INSPIRES A CULTURE OF GIVING THAT SUPPORTS EXCEPTIONAL AND COMPASSIONATE CARE FOR OUR COMMUNITY'S HEALTH AND WELL-BEING.

Activities or mission (Part I)

BENEFIT AND SUPPORT OF ST PETER'S HEALTH

  • SUPPORT PROVIDED TO ST. PETER'S HEALTH TO HELP FURTHER THEIR MISSION.

    Expenses $1,741,433 · Grants $1,741,433

  • VARIOUS PROGRAMS PROVIDING EDUCATION AND SUPPORT TO PATIENTS OF ST. PETER'S HEALTH AND THEIR FAMILIES.

    Expenses $103,562 · Grants $103,562

  • VARIOUS PROGRAMS PROVIDING SUPPORT AND EDUCATIONAL SCHOLARSHIPS TO EMPLOYEES OF ST. PETER'S HEALTH.

    Expenses $190,014 · Grants $190,014

  • SUPPORT FOR NICU PARTNERSHIP, STAFF

    Expenses $281,935 · Grants $281,935

  • SUPPORT, THERAPY DOG TO BENEFIT

  • PATIENTS OF ST. PETER'S HEALTH, ETC.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • WADE JOHNSON

    CEO, ex-officio, non-voting

    Total calculated
    $1,030,038
    From this org
    $0
    From related orgs
    $794,325
    Other
    $235,713
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $587,885 related
    Bonus
    $0 + $157,076 related
    Other
    $0 + $49,364 related
    Deferred
    $0 + $203,130 related
    Nontaxable benefits
    $0 + $32,583 related
    Filer's total
    $0 + $1,030,038 related

  • NATHAN COBURN

    CFO

    Total calculated
    $431,325
    From this org
    $0
    From related orgs
    $379,203
    Other
    $52,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,903 related
    Bonus
    $0 + $62,421 related
    Other
    $0 + $41,879 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $33,822 related
    Filer's total
    $0 + $431,325 related

  • DR ALISSA ABENTROTH

    TRUSTEE

    Total calculated
    $309,882
    From this org
    $0
    From related orgs
    $264,119
    Other
    $45,763
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,545 related
    Bonus
    $0 + $22,098 related
    Other
    $0 + $19,476 related
    Deferred
    $0 + $16,436 related
    Nontaxable benefits
    $0 + $29,327 related
    Filer's total
    $0 + $309,882 related

  • STEPHEN MASON

    VP OF FOUNDATION, NON-VOTING

    Total calculated
    $284,977
    From this org
    $0
    From related orgs
    $246,542
    Other
    $38,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $193,403 related
    Bonus
    $0 + $41,820 related
    Other
    $0 + $11,319 related
    Deferred
    $0 + $15,242 related
    Nontaxable benefits
    $0 + $23,193 related
    Filer's total
    $0 + $284,977 related

  • KARI KOEHLER

    TRUSTEE

    Total calculated
    $250,659
    From this org
    $0
    From related orgs
    $238,478
    Other
    $12,181
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,302 related
    Bonus
    $0 + $48,002 related
    Other
    $0 + $21,174 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,181 related
    Filer's total
    $0 + $250,659 related

  • Steve Schroeder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pete Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cheri Copeland

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Jeannie Etchart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Blair Fjeseth

    Chair Elect

    Total calculated
    $0
    Hours/week
    1

  • John Patrick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nate McCarthy

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bob Heberly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Melanie Hall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Pam Schindler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kristin Kerr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Fawcett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bishop Martha Marty Stebbins

    TRUSTEE

    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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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)

SCHEDULE J, PART I, LINE 3
THE CEO/PRESIDENT AND DIRECTOR ARE COMPENSATED BY A RELATED ORGANIZATION. PLEASE SEE SCHEDULE O, PART VI, LINE 15A NARRATIVE FOR COMPENSATION PRACTICES.

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUST (2)

    TRUST · CRUT · MT

    Directly controlled by ST PETERS FDN

  • CHARITABLE REMAINDER ANNUITY TRUST (2)

    TRUST · CRAT · MT

    Directly controlled by ST PETERS FDN

Provenance

Return type
form_990
Tax year
2022
Filed
1 April 2024
IRS schema version
2022v5.0
Source object
202411049349300101

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