Form 990 for tax year 2023
Filed by ST LUKES LUTHERAN HEALTH MINISTRIES INC.
Totals
- Total revenue
- $342,360
- Total expenses
- $531,179
- Contributions and grants received
- $1,748
- Grants paid
- $390,250
- Program service revenue
- $0
- Investment income
- $339,678
- Other revenue
- $934
- Total assets, end of year
- $9,354,827
- Total liabilities, end of year
- $955
- Net assets or fund balances, end of year
- $9,353,872
- Program services expenses (Part IX)
- $439,446
- Management and general expenses
- $91,733
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $439,446
Program services were 82.7% 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
$1,748
-
3 · Investment income
total $200,911 · excluded $200,911
-
7a · Gross sales of assets other than inventory
securities $1,981,009
-
7b · Less cost or other basis and sales expenses
securities $1,842,242
-
7c · Gain or loss
securities $138,767
-
7d · Net gain or loss
total $138,767 · related or exempt $138,767
-
11a · Other revenue: OTHER INCOME
total $934 · related or exempt $934
-
11e · Other revenue, total
$934
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $390,250 · program services $390,250
-
5 · Compensation of officers, directors and key employees
total $57,125 · program services $45,700 · management and general $11,425
-
10 · Payroll taxes
total $4,370 · program services $3,496 · management and general $874
-
11c · Fees: accounting
total $9,700 · management and general $9,700
-
11f · Fees: investment management
total $54,411 · management and general $54,411
-
13 · Office expenses
total $1,828 · management and general $1,828
-
14 · Information technology
total $5,576 · management and general $5,576
-
17 · Travel
total $607 · management and general $607
-
19 · Conferences, conventions and meetings
total $3,787 · management and general $3,787
-
23 · Insurance
total $2,855 · management and general $2,855
-
24a · Other expenses: COMMUNICATIONS
total $382 · management and general $382
-
24b · Other expenses: P.O. BOX RENTAL
total $216 · management and general $216
-
24c · Other expenses: TAXES
total $72 · management and general $72
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,591 · end of year $26,944
-
2 · Savings and temporary cash investments
beginning of year $118,933 · end of year $141,443
-
9 · Prepaid expenses and deferred charges
beginning of year $10,734 · end of year $6,391
-
11 · Investments: publicly traded securities
beginning of year $7,980,865 · end of year $8,676,326
-
12 · Investments: other securities
beginning of year $443,799 · end of year $503,723
-
17 · Accounts payable and accrued expenses
beginning of year $932 · end of year $955
-
27 · Net assets without donor restrictions
beginning of year $8,562,990 · end of year $9,353,872
Mission and programs · 2023
Mission
TO SUPPORT THE HEALTH CARE ACTIVITIES OF 501(C)(3) ORGANIZATIONS IN OUR COMMUNITY.
-
ST LUKE'S LUTHERAN HEALTH MINISTRIES PROVIDES SUPPORT TO NONPROFIT HEALTH CARE RELATED MINISTRIES THAT BENEFIT THE SAN ANTONIO REGIONAL COMMUNITY, WITH PRIMARY CONSIDERATION GIVEN IN THIS ORDER OF PRIORITY (1) DIRECT AND INDIRECT HEALTH CARE SERVICES (MEDICAL, DENTAL, MENTAL HEALTH CARE AND PROTECTIVE HEALTH SERVICES), (2) HEALTH EDUCATION, PREVENTATIVE SERVICES AND WELLNESS INITIATIVES AND (3) HEALTH CARE EQUIPMENT AND SUPPLIES THAT ARE CRITICAL TO THE DELIVERY OF DIRECT CARE. 49 ORGANIZATIONS RECEIVED GRANTS TO FURTHER THEIR MISSIONS DURING FISCAL YEAR 2023.
Expenses $439,446 · Grants $390,250
As filed on the 2023 return.
Listed in Part VII
-
Todd BraulickTODD BRAULICK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Loretta PattersonLORETTA PATTERSON
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Dr David WayDR DAVID WAY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Stephen T WendelSTEPHEN T WENDEL
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Reverend Paul ZieseREVEREND PAUL ZIESE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Balous Miller SrBALOUS MILLER SR
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Laura O'DonnellLAURA O'DONNELL
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Michael AguirreMICHAEL AGUIRRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Doug BeachDOUG BEACH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Adam BraatenADAM BRAATEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Karen FagerbergKAREN FAGERBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ida FlowersIDA FLOWERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Nancy HalvorsonNANCY HALVORSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pat JassoPAT JASSO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Larry JendruschLARRY JENDRUSCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Amy D PhippsAMY D PHIPPS
EXE DIR/BOAR
- Total calculated
- $55,250
- From this org
- $55,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Dr Linda JohnsonDR LINDA JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dr Daniel JuarezDR DANIEL JUAREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Stephen J KlaffkeSTEPHEN J KLAFFKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brett KraemerBRETT KRAEMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dr Lauren MalitzDR LAUREN MALITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jan Schubert NorrisJAN SCHUBERT NORRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dr Lyssa OchoaDR LYSSA OCHOA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Eugenia Osei-WusuEUGENIA OSEI-WUSU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Xavier RodriguezXAVIER RODRIGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pastor Dave SchultePASTOR DAVE SCHULTE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Pastor Howard StendahlPASTOR HOWARD STENDAHL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John TooheyJOHN TOOHEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Ronda WenzelRONDA WENZEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bishop Sue BrinerBISHOP SUE BRINER
EX-OFFICIO
- Total calculated
- $0
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.
Grants on this return
-
$25,000
LOW INCOME IND/FAM
-
$25,000
EYE CARE FOR SENIORS
-
$15,000
-
$10,000
PACT
-
$10,000
CHILD ABUSE PREVENT
-
$10,000
CARE FOR KIDS
-
SENIOR HEALTH SVCS
-
VACCINES PAP PROGRAM
-
$10,000
CAMPUS CLINIC
-
$10,000
EARLY INTERVENTION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 September 2024
- IRS schema version
- 2023v5.0
- Source object
- 202433029349300778
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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