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Nonprofiteer
← ST LUKES HEALTH FOUNDATION OF SIOUX CITY IOWA

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 Barker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kris Craighead

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lisa Croston

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ben Curry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tiffany Hunt

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Katie Kruse

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jen Letch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Juliana Mayne

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Emily Mills

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Josh Sherer

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Matt Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Emily Vondrak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Chad Vortherms

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Alex Watters

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Kari 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 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 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

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202523179349308962

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