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← Walker Methodist Foundation

Form 990 for tax year 2024

Filed by Walker Methodist Foundation.

Totals

Total revenue
$145,848
Total expenses
$139,950
Contributions and grants received
$144,862
Grants paid
$104,902
Program service revenue
$0
Investment income
$12,590
Other revenue
-$11,604
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$104,902
Management and general expenses
$0
Fundraising expenses
$35,048
Program service expenses (Part III)
$104,902

Program services were 75.0% 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

    $43,480

  • 1f · All other contributions, gifts and grants

    $101,382

  • 3 · Investment income

    total $12,590 · excluded $12,590

  • 8a · Fundraising events: gross income

    $7,224

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

    $43,480

  • 8b · Fundraising events: direct expenses

    $18,828

  • 8c · Net income from fundraising events

    total -$11,604 · excluded -$11,604

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $104,902 · program services $104,902

  • 11g · Fees: other

    total $14,809 · fundraising $14,809

  • 13 · Office expenses

    total $493 · fundraising $493

  • 17 · Travel

    total $1,528 · fundraising $1,528

  • 19 · Conferences, conventions and meetings

    total $229 · fundraising $229

  • 24a · Other expenses: Fund Expenses

    total $16,572 · fundraising $16,572

  • 24b · Other expenses: Subscriptions

    total $778 · fundraising $778

  • 24c · Other expenses: Special Events

    total $639 · fundraising $639

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $41,737 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $957 · end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $24,309 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,837,523 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $1,327,279 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,538 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,649,638 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $1,579,629 · end of year $0

Mission and programs · 2024

Mission

Life, and all the living that goes with it. Enhancing the lives of older adults through a culture of care, respect and service.

Activities or mission (Part I)

Solicit contributions and raise funds to support Walker Methodist and Affiliates.

  • Walker Methodist Foundation's primary exempt purpose is to solicit contributions and raise funds to be used by the Walker organizations, a group of 501(c)(3) organizations, of which Walker Methodist Foundation is a supporting organization.

    Expenses $104,902 · Grants $104,902

As filed on the 2024 return.

Listed in Part VII

  • Chad Coauette

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Philip Hanson

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Fred Semmer

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1

  • David Steven Wolf

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Greg Billberg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Julie Critz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mick Finn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Vicki Jodsaas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carol Kraft

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kate Lee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Montgomery

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott Redden

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Anderson

    President/CEO

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Marnie Gugisberg

    Sr VP/CFO

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Katie Perry

    Sr VP/COO

    Total calculated
    $0
    Hours/week
    2 + 38 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.

Grants on this return

  • Walker Methodist Inc

    $28,703

    General Operations

  • Walker Methodist Levande LLC

    $10,375

    General Operations

  • Walker Highview Hills LLC

    $7,867

    General Operations

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.

  • Walker Eldercare Services

    C · Management Services · MN

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2025
IRS schema version
2024v5.1
Source object
202541359349309769

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