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Nonprofiteer
← ST LUKES HEALTH FOUNDATION LTD

Form 990 for tax year 2023

Filed by ST LUKES HEALTH FOUNDATION LTD.

Totals

Total revenue
$21,907,441
Total expenses
$13,654,017
Contributions and grants received
$21,158,279
Grants paid
$9,880,502
Program service revenue
$0
Investment income
$986,168
Other revenue
-$237,006
Total assets, end of year
$79,559,118
Total liabilities, end of year
$3,441,304
Net assets or fund balances, end of year
$76,117,814
Program services expenses (Part IX)
$11,619,566
Management and general expenses
$1,161,677
Fundraising expenses
$872,774
Program service expenses (Part III)
$11,619,566

Program services were 85.1% 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

    $908,676

  • 1d · Related organizations

    $3,920,240

  • 1f · All other contributions, gifts and grants

    $16,329,363

  • 1g · Noncash contributions included above

    $84,131

  • 3 · Investment income

    total $716,840 · excluded $716,840

  • 7a · Gross sales of assets other than inventory

    securities $8,465,515

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

    securities $8,196,187

  • 7c · Gain or loss

    securities $269,328

  • 7d · Net gain or loss

    total $269,328 · excluded $269,328

  • 8a · Fundraising events: gross income

    $300,402

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

    $908,676

  • 8b · Fundraising events: direct expenses

    $537,408

  • 8c · Net income from fundraising events

    total -$237,006 · excluded -$237,006

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,534,639 · program services $9,534,639

  • 2 · Grants to domestic individuals

    total $345,863 · program services $345,863

  • 11e · Fees: professional fundraising services

    total $51,000 · fundraising $51,000

  • 11f · Fees: investment management

    total $63,432 · management and general $63,432

  • 12 · Advertising and promotion

    total $11,224 · program services $8,979 · fundraising $2,245

  • 13 · Office expenses

    total $47,376 · program services $37,901 · management and general $9,475

  • 14 · Information technology

    total $6,158 · program services $4,926 · management and general $1,232

  • 16 · Occupancy

    total $4,782 · management and general $4,782

  • 17 · Travel

    total $41,368 · program services $41,368

  • 24a · Other expenses: Allocated SLHS Wages

    total $2,731,376 · program services $1,365,688 · management and general $546,159 · fundraising $819,529

  • 24b · Other expenses: Allocated SLHS Expense

    total $429,118 · management and general $429,118

  • 24c · Other expenses: Dues and Memberships

    total $182,051 · program services $145,641 · management and general $36,410

  • 24d · Other expenses: Supplies

    total $119,717 · program services $95,774 · management and general $23,943

  • 24e · All other expenses

    total $85,913 · program services $38,787 · management and general $47,126

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $15,442 · end of year $20,452

  • 3 · Pledges and grants receivable

    beginning of year $3,199,751 · end of year $6,907,653

  • 4 · Accounts receivable

    beginning of year $36,399 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $153,754 · end of year $31,046

  • 11 · Investments: publicly traded securities

    beginning of year $24,874,771 · end of year $24,837,970

  • 12 · Investments: other securities

    beginning of year $0 · end of year $6,758,371

  • 15 · Other assets

    beginning of year $35,885,749 · end of year $41,003,626

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,379 · end of year $169,700

  • 25 · Other liabilities

    beginning of year $0 · end of year $3,271,604

  • 27 · Net assets without donor restrictions

    beginning of year $47,263,512 · end of year $56,927,467

  • 28 · Net assets with donor restrictions

    beginning of year $16,892,976 · end of year $19,190,347

Mission and programs · 2023

Mission

St. Luke's Health Foundation is a not-for-profit organization established to develop philanthropic resources that support St. Luke's mission "To improve the health of people in the communities we serve." We're responsible for cultivating and encouraging charitable support and ensuring that the wishes of our donors are honored.

Activities or mission (Part I)

Cultivate philanthropy for related organizations within the St. Luke's Health System.

  • The Foundation's purpose is to cultivate and encourage philanthropy to support primarily the missions of St. Luke's Health System and its related organizations. The Foundation is also a related organization within the St. Luke's Health System.

    Expenses $11,619,566 · Grants $9,880,502

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chris Roth

    Director

    Total calculated
    $1,916,339
    From this org
    $0
    From related orgs
    $1,855,601
    Other
    $60,738
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,651,797 related
    Bonus
    $0
    Other
    $0 + $203,804 related
    Deferred
    $0 + $29,892 related
    Nontaxable benefits
    $0 + $30,846 related
    Filer's total
    $0 + $1,916,339 related

  • Joe Forney

    Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Dave Snelson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeanna Still

    Director (End 8/2024)

    Total calculated
    $0
    Hours/week
    2

  • John Wright

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kelli Parker

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lloyd Knight

    Director (End 9/2024)

    Total calculated
    $0
    Hours/week
    2

  • Paula Riggs

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rich Raimondi

    Director

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Margaret Dougherty

    Secretary

    Total calculated
    $323,918
    From this org
    $0
    From related orgs
    $293,370
    Other
    $30,548
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,066 related
    Bonus
    $0
    Other
    $0 + $32,304 related
    Deferred
    $0 + $17,246 related
    Nontaxable benefits
    $0 + $13,302 related
    Filer's total
    $0 + $323,918 related

  • Travis Bradburn

    VP, Chief Philanthropy Officer

    Total calculated
    $185,254
    From this org
    $0
    From related orgs
    $169,442
    Other
    $15,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $121,165 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $8,277 related
    Deferred
    $0 + $3,998 related
    Nontaxable benefits
    $0 + $11,814 related
    Filer's total
    $0 + $185,254 related

  • Dawn Soto

    Executive Director

    Total calculated
    $167,558
    From this org
    $0
    From related orgs
    $141,282
    Other
    $26,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $127,642 related
    Bonus
    $0
    Other
    $0 + $13,640 related
    Deferred
    $0 + $7,409 related
    Nontaxable benefits
    $0 + $18,867 related
    Filer's total
    $0 + $167,558 related

  • Curtis Maier

    Director; Major & Planned Gifts

    Total calculated
    $147,155
    From this org
    $0
    From related orgs
    $126,540
    Other
    $20,615
    Hours/week
    40

  • Christen Wilmer

    Director; Major & Planned Gifts

    Total calculated
    $138,320
    From this org
    $0
    From related orgs
    $114,240
    Other
    $24,080
    Hours/week
    40

  • Sarah Foltman

    Director; Strategic Philanthropy

    Total calculated
    $134,632
    From this org
    $0
    From related orgs
    $119,938
    Other
    $14,694
    Hours/week
    40

  • Monica Hoffer

    Director; Development

    Total calculated
    $127,879
    From this org
    $0
    From related orgs
    $112,193
    Other
    $15,686
    Hours/week
    40

  • Jeffrey Cilek

    Former Executive Director

    Total calculated
    $552,144
    From this org
    $0
    From related orgs
    $507,326
    Other
    $44,818
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $401,278 related
    Bonus
    $0
    Other
    $0 + $106,048 related
    Deferred
    $0 + $29,892 related
    Nontaxable benefits
    $0 + $14,926 related
    Filer's total
    $0 + $552,144 related

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 3
Compensation for the organization's employed Officers and Executive Director is determined by St. Luke's Health System, Ltd. (System), sole member of St. Luke's Health Foundation, Ltd. (SLHF). The System board approves the compensation amount per the recommendation of its compensation committee. In determining compensation, the System board utilizes the following: Compensation Committee Independent compensation consultant Compensation survey or study Approval by the board or compensation committee The compensation set for Travis Bradburn, VP Chief Philanthropy Officer of the St. Luke's Health Foundation, is established per guidelines established by St. Luke's Health System, Ltd. In establishing compensation guidelines for CEOs and executives serving within its subsidiaries, St. Luke's Health System, Ltd. utilizes any of the following methods: Compensation committee Independent consultant Approval by the board or compensation committee
Part I, Line 4b
During CY2023, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $141,114 of taxable benefits for service in a supplemental retirement plan. Jeffrey Cilek received $38,312 of taxable benefits for service in a supplemental retirement plan.

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

  • St Luke's Regional Medical Center Ltd

    $7,194,483

    Provide Support For The Overall Operation And Capital Needs Of St. Luke'S Regional Medical Center

  • St Luke's Health System Ltd

    $1,047,372

    Provide Support For The Overall Operation Needs Of St. Luke's Health System, Ltd.

  • St Luke's Magic Valley Regional Medical Center Ltd

    $862,384

    Provide Support For The Overall Operation Needs Of St. Luke'S Magic Valley Regional Medical Center.

  • St Luke's Nampa Medical Center Ltd

    $275,700

    Provide Support For The Overall Operation And Capital Needs Of St. Luke'S Nampa Medical Center

  • St Luke's Health Partners

    $43,700

    Support Patient-Centered Mental Health in Pediatric Primary Care

  • Harmon Killebrew-Danny Thompson Memorial Cancer Foundation Inc

    $38,000

    Support Harmon Killebrew-Danny Thompson Memorial Cancer Foundation, Inc.

  • Clear Source Therapy

    $15,000

    Provide additional support for children with special needs in Magic Valley

  • Primary Therapy Source LLC

    $15,000

    Provide additional support for children with special needs in Magic Valley

  • Magic Valley Behavioral Health PLLC

    $13,000

    Provide additional support for children with special needs in Magic Valley

  • Orthopro of Twin Falls Inc

    $10,000

    Provide additional support for children with special needs in Magic Valley

The 10 largest by cash amount. The API serves every itemized grant.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Broadway Park Holdings LLC

    Rental Real Estate · ID

Related corporations and trusts

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

  • Select Medical Network of Idaho Inc

    C · Provider Network · ID

  • St Luke's Health Plan Inc

    C · Health Insurance Provider · ID

  • Sequoyah Assurance Ltd

    C · Captive Insurance · CJ

  • Anderson Plaza Medical Building Inc

    C · Medical Offices · ID

  • St Luke's Office Plaza

    C · Medical Offices · ID

  • St Luke's Elmore Medical Building Inc

    C · Medical Offices · ID

  • Kekoa Grove Inc

    C · Real Estate · ID

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202522269349303142

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