Form 990 for tax year 2024
Filed by ST LUKES HEALTH FOUNDATION OF SIOUX CITY IOWA.
Totals
- Total revenue
- $2,271,881
- Total expenses
- $2,334,597
- Contributions and grants received
- $1,911,261
- Grants paid
- $1,678,030
- Program service revenue
- $0
- Investment income
- $240,568
- Other revenue
- $120,052
- Total assets, end of year
- $7,544,258
- Total liabilities, end of year
- $1,021,892
- Net assets or fund balances, end of year
- $6,522,366
- Program services expenses (Part IX)
- $1,678,030
- Management and general expenses
- $165,694
- Fundraising expenses
- $490,873
- Program service expenses (Part III)
- $1,678,030
Program services were 71.9% 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.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,911,261
-
3 · Investment income
total $123,188 · excluded $123,188
-
7a · Gross sales of assets other than inventory
securities $480,910
-
7b · Less cost or other basis and sales expenses
securities $363,530
-
7c · Gain or loss
securities $117,380
-
7d · Net gain or loss
total $117,380 · excluded $117,380
-
8a · Fundraising events: gross income
$136,372
-
8b · Fundraising events: direct expenses
$40,774
-
8c · Net income from fundraising events
total $95,598 · excluded $95,598
-
9a · Gaming: gross income
$14,113
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $14,113 · excluded $14,113
-
11a · Other revenue: MISCELLANEOUS
total $10,341 · related or exempt $10,341
-
11e · Other revenue, total
$10,341
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,678,030 · program services $1,678,030
-
5 · Compensation of officers, directors and key employees
total $232,209 · management and general $58,052 · fundraising $174,157
-
7 · Other salaries and wages
total $202,082 · management and general $62,852 · fundraising $139,230
-
8 · Pension plan contributions
total $7,749 · management and general $2,410 · fundraising $5,339
-
9 · Other employee benefits
total $18,066 · management and general $5,619 · fundraising $12,447
-
10 · Payroll taxes
total $11,864 · management and general $3,690 · fundraising $8,174
-
11c · Fees: accounting
total $17,800 · fundraising $17,800
-
11e · Fees: professional fundraising services
total $66,000 · fundraising $66,000
-
11f · Fees: investment management
total $35,974 · management and general $32,068 · fundraising $3,906
-
11g · Fees: other
total $14,340 · fundraising $14,340
-
12 · Advertising and promotion
total $15,113 · fundraising $15,113
-
13 · Office expenses
total $3,326 · fundraising $3,326
-
17 · Travel
total $8,003 · fundraising $8,003
-
23 · Insurance
total $3,877 · fundraising $3,877
-
24a · Other expenses: MISCELLANEOUS EXPENSE
total $19,161 · fundraising $19,161
-
24b · Other expenses: INCOME TAXES
total $1,003 · management and general $1,003
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $360,903 · end of year $632,853
-
3 · Pledges and grants receivable
beginning of year $681,495 · end of year $691,390
-
7 · Other notes and loans receivable
beginning of year $1,100 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,541,577 · end of year $3,940,402
-
13 · Investments: program-related
beginning of year $2,135,548 · end of year $2,279,613
-
17 · Accounts payable and accrued expenses
beginning of year $86,773 · end of year $126,346
-
25 · Other liabilities
beginning of year $298,529 · end of year $895,546
-
27 · Net assets without donor restrictions
beginning of year -$619,065 · end of year -$489,931
-
28 · Net assets with donor restrictions
beginning of year $6,954,386 · end of year $7,012,297
Mission and programs · 2024
Mission
TO ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF THE SIOUXLAND REGION BY OBTAINING FUNDS IN SUPPORT OF THE HEALTH-CARE MISSION OF ST. LUKE'S HEALTH SYSTEM.
Activities or mission (Part I)
ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF SIOUXLAND BY OBTAINING FUNDS TO SUPPORT HEALTH-CARE.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $1,678,030 · Grants $1,678,030 · Revenue $10,341
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Tasha BarkerTASHA BARKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kris CraigheadKRIS CRAIGHEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa CrostonLISA CROSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ben CurryBEN CURRY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tiffany HuntTIFFANY HUNT
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Katie KruseKATIE KRUSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jen LetchJEN LETCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juliana MayneJULIANA MAYNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Emily MillsEMILY MILLS
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Josh ShererJOSH SHERER
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Matt ThompsonMATT THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Emily VondrakEMILY VONDRAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chad VorthermsCHAD VORTHERMS
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Alex WattersALEX WATTERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kari WinklepleckKARI WINKLEPLECK
PRESIDENT - FOUNDATION
- Total calculated
- $215,680
- From this org
- $182,373
- From related orgs
- $0
- Other
- $33,307
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,481
- Bonus
- $25,151
- Other
- $1,741
- Deferred
- $9,423
- Nontaxable benefits
- $23,884
- Filer's total
- $215,680
-
Jane ArnoldJANE ARNOLD
MARKET PRESIDENT
- Total calculated
- $458,856
- From this org
- $385,211
- From related orgs
- $0
- Other
- $73,645
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $319,694
- Bonus
- $59,472
- Other
- $6,045
- Deferred
- $46,581
- Nontaxable benefits
- $27,064
- Filer's total
- $458,856
-
Leah KnappLEAH KNAPP
MARKET VP FINANCE
- Total calculated
- $274,226
- From this org
- $226,770
- From related orgs
- $0
- Other
- $47,456
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $180,931
- Bonus
- $14,188
- Other
- $31,651
- Deferred
- $10,258
- Nontaxable benefits
- $37,198
- Filer's total
- $274,226
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 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 4B
- NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JANE ARNOLD $32,969.
- FORM 990, SECTION VII, LINE 5
- NORTHWEST IOWA HOSPITAL CORPORATION PAYS COMPENSATION TO JANE ARNOLD, IN THE AMOUNTS OF: BASE PAY $319,694, BONUS & INCENTIVE COMPENSATION $59,472, OTHER COMPENSATION $6,045, DEFERRED COMPENSATION $46,581, NONTAXABLE BENEFITS $27,064. ST. LUKE'S HEALTH FOUNDATION OF SIOUX CITY, IOWA REIMBURSES NORTHWEST IOWA HOSPITAL CORPORATION FOR PART OF THE COMPENSATION PAID TO JANE ARNOLD. NORTHWEST IOWA HOSPITAL CORPORATION PAYS COMPENSATION TO KARI WINKLEPLECK, IN THE AMOUNTS OF: BASE PAY $155,481, BONUS & INCENTIVE COMPENSATION $25,151, OTHER COMPENSATION $1,741, DEFERRED COMPENSATION $9,423, NONTAXABLE BENEFITS $23,884. ST. LUKE'S HEALTH FOUNDATION OF SIOUX CITY, IOWA REIMBURSES NORTHWEST IOWA HOSPITAL CORPORATION FOR PART OF THE COMPENSATION PAID TO KARI WINKLEPLECK. NORTHWEST IOWA HOSPITAL CORPORATION PAYS COMPENSATION TO LEAH KNAPP, IN THE AMOUNTS OF: BASE PAY $180,931, BONUS & INCENTIVE COMPENSATION $14,188, OTHER COMPENSATION $31,651, DEFERRED COMPENSATION $10,258, NONTAXABLE BENEFITS $37,198. ST. LUKE'S HEALTH FOUNDATION OF SIOUX CITY, IOWA REIMBURSES NORTHWEST IOWA HOSPITAL CORPORATION FOR PART OF THE COMPENSATION PAID TO LEAH KNAPP.
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
-
NORTHWEST IOWA HOSPITAL CORPORATION
$1,510,521
PROGRAM SUPPORT
-
PROGRAM SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523179349308962
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.