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← BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

Form 990 for tax year 2023

Filed by BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION.

Totals

Total revenue
$295,910
Total expenses
$540,419
Contributions and grants received
$208,181
Grants paid
$89,313
Program service revenue
$0
Investment income
$54,023
Other revenue
$33,706
Total assets, end of year
$946,004
Total liabilities, end of year
$73,370
Net assets or fund balances, end of year
$872,634
Program services expenses (Part IX)
$89,313
Management and general expenses
$6,991
Fundraising expenses
$444,115
Program service expenses (Part III)
$89,313

Program services were 16.5% 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

    $114,880

  • 1f · All other contributions, gifts and grants

    $93,301

  • 1g · Noncash contributions included above

    $68,266

  • 3 · Investment income

    total $18,871 · excluded $18,871

  • 7a · Gross sales of assets other than inventory

    securities $575,789

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

    securities $540,637

  • 7c · Gain or loss

    securities $35,152

  • 7d · Net gain or loss

    total $35,152 · excluded $35,152

  • 8a · Fundraising events: gross income

    $149,762

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

    $114,880

  • 8b · Fundraising events: direct expenses

    $121,830

  • 8c · Net income from fundraising events

    total $27,932 · excluded $27,932

  • 9a · Gaming: gross income

    $17,292

  • 9b · Gaming: direct expenses

    $16,271

  • 9c · Net income from gaming

    total $1,021 · excluded $1,021

  • 11a · Other revenue: GRANT RECOVERIES

    total $4,753 · related or exempt $4,753

  • 11e · Other revenue, total

    $4,753

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $87,313 · program services $87,313

  • 2 · Grants to domestic individuals

    total $2,000 · program services $2,000

  • 11f · Fees: investment management

    total $2,542 · management and general $2,539 · fundraising $3

  • 11g · Fees: other

    total $55,940 · fundraising $55,940

  • 12 · Advertising and promotion

    total $18,349 · management and general $268 · fundraising $18,081

  • 13 · Office expenses

    total $5,525 · management and general $148 · fundraising $5,377

  • 19 · Conferences, conventions and meetings

    total $138 · management and general $77 · fundraising $61

  • 24a · Other expenses: PURCH SVCS SAL/BENEFIT

    total $354,645 · fundraising $354,645

  • 24b · Other expenses: DONOR CULTIVAT/STEWARD

    total $5,338 · fundraising $5,338

  • 24c · Other expenses: INTERNAL CATERING

    total $3,153 · management and general $3,153

  • 24d · Other expenses: OTHER SUPPLIES/MATERIAL

    total $729 · management and general $556 · fundraising $173

  • 24e · All other expenses

    total $4,747 · management and general $250 · fundraising $4,497

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $550 · end of year $300

  • 2 · Savings and temporary cash investments

    beginning of year $23,939 · end of year $33,819

  • 3 · Pledges and grants receivable

    end of year $10,000

  • 9 · Prepaid expenses and deferred charges

    end of year $7,245

  • 11 · Investments: publicly traded securities

    beginning of year $137,145 · end of year $142,139

  • 12 · Investments: other securities

    beginning of year $968,053 · end of year $752,501

  • 19 · Deferred revenue

    end of year $1,500

  • 25 · Other liabilities

    beginning of year $264,600 · end of year $71,870

  • 27 · Net assets without donor restrictions

    beginning of year $344,394 · end of year $390,350

  • 28 · Net assets with donor restrictions

    beginning of year $520,693 · end of year $482,284

Mission and programs · 2023

Mission

TO PROMOTE THE HEALTH, HEALING, AND HOPE OF OUR COMMUNITY. THIS IS DONE THROUGH SUPPORT OF OUR CARE TEAMS AT PROGRESS WEST HEALTHCARE CENTER DBA PROGRESS WEST HOSPITAL AND IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS TO IMPROVE THE OVERALL HEALTH OF ST. (SEE SCHEDULE O) CHARLES COUNTY AND SURROUNDING COMMUNITIES.

Activities or mission (Part I)

OUR MISSION IS TO PROMOTE THE HEALTH, HEALING AND HOPE OF OUR COMMUNITY. SEE SCHEDULE O. THIS IS DONE THROUGH SUPPORT OF OUR CARE TEAMS AT BOTH BARNES-JEWISH ST. PETERS HOSPITAL AND PROGRESS WEST HOSPITAL AND IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS TO IMPROVE THE OVERALL HEALTH OF ST. CHARLES COUNTY AND SURROUNDING COMMUNITIES. PROVIDING PREVENTATIVE HEALTH SCREENINGS AND EDUCATION FOR OUR COMMUNITY, HEALING THERAPIES TO OUR PATIENTS WITHIN THE HOSPITALS AND PROVIDING SUPPORT FOR CONTINUED CARE BEYOND OUR HOSPITAL WALLS.

  • THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION PROVIDED SUPPORT FOR OUR PATIENTS IN THE FORM OF: PRESCRIPRTION SUPPORT FOR THOSE WHO MAY NOT BE ABLE TO AFFORD MUCH NEEDED MEDICATIONS; TRANSPORTATION SUPPORT TO MAKE SURE THAT THOSE PATIENTS WITHOUT TRANSPORTATION CAN GET TO AND FROM THEIR MEDICAL APPOINTMENTS; HIGHLY EXPENSIVE MEDICAL DEVICES SUCH AS LIFE VESTS FOR THOSE AT RISK OF SUDDEN CARDIAC FAILURE, MOUTH AND JAW PROTECTORS FOR PATIENTS RECIEVING MOUTH AND THROAT CANCER TREATMENTS; UTILITY SUPPORT FOR PATIENTS IN NEED; NEW BABY SUPPORT FOR FAMILIES IN NEED OF CAR SEATS AND FORMULA; BIKE HELMETS FOR OLDER CHILDREN, AND BEREAVEMENT SUPPORT FOR TIMES OF LOSS.

    Expenses $51,823 · Grants $51,823

  • THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION SUPPORTED OUR HOSPITAL TEAMS BY PROVIDING SUPPORT IN THE FORM OF: NURSING COATS TO DISTINGUISH OUR NURSING LEADERS ON THE FLOORS SO PATIENTS AND FAMILIES CAN EASILY SPOT WHO THE LEAD NURSES MAY BE, NEW STAFF LOCKERS FOR OUR GROWING TEAMS TO FOSTER A SENSE OF BELONGING FOR OUR NEWEST TEAM MEMBERS, BEREAVEMENT SUPPORT IN THE FORM OF A SMALL REMEMBRANCE GARDEN OUTSIDE OF PROGRESS WEST HOSPITAL FOR PATIENTS AND STAFF.

    Expenses $18,534 · Grants $18,534

  • THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION SUPPORTED THE LOCAL COMMUNITY BY HELPING TO FUND EDUCATIONAL ENGAGEMENTS, HEALTH SCREENINGS AND MORE. THROUGH THE FOUNDATION'S SUPPORT, THESE OPPORTUNITIES ARE KEPT FREE TO THE PUBLIC TO HELP PROMOTE THE HEALTH, HEALING AND HOPE OF OUR COMMUNITY. THE FOUNDATION ALSO FUNDED THE PURCHASE OF THE FIRST THERAPY DOG FOR THE ST. CHARLES COUNTY POLICE DEPARTMENT, "MILLIE", WHO HELPS SUPPORT THE MENTAL AND BEHAVIORAL HEALTH NEEDS OF STUDENTS ALL ACROSS ST. CHARLES COUNTY.

    Expenses $17,943 · Grants $17,943

  • THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION FUNDS SCHOLARSHIPS FOR PATIENT CARE TECHNICIANS AS THEY ASPIRE TO FURTHER THEIR CAREER INTO NURSING. THE FOUNDATION ALSO PROVIDED TECHNICIANS ASSISTANCE TO PURCHASE UNIFORMS, HELPING TO KEEP THEIR EXPENSES LOW, AS THEY EMBARK ON THEIR HEALTHCARE CAREER.

    Expenses $1,013 · Grants $1,013

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

Listed in Part VII

  • Calder Gina

    DIRECTOR/PRESIDENT

    Total calculated
    $622,476
    From this org
    $0
    From related orgs
    $553,280
    Other
    $69,196
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,104 related
    Bonus
    $0 + $129,125 related
    Other
    $0 + $1,051 related
    Deferred
    $0 + $18,303 related
    Nontaxable benefits
    $0 + $50,893 related
    Filer's total
    $0 + $622,476 related

  • Zia Nadia MD

    DIRECTOR

    Total calculated
    $579,415
    From this org
    $0
    From related orgs
    $500,571
    Other
    $78,844
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,168 related
    Bonus
    $0 + $113,658 related
    Other
    $0 + $1,745 related
    Deferred
    $0 + $34,487 related
    Nontaxable benefits
    $0 + $44,357 related
    Filer's total
    $0 + $579,415 related

  • Alt Anna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Borchardt Missy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brown William

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cope Rene

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gettman Jennifer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gross Charles R

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Haberstroh Linda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heneghan Kevin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kassebaum Derrik

    DIRECTOR TERM 6/23

    Total calculated
    $0
    Hours/week
    1

  • Lenox Jay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nguyen Hanh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peitzmann Curt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sowatsky Heidi W

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stafford Mike

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tiemeyer Brent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bretsch Jeffrey

    DIRECTOR/SECY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Giesmann April

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Liebel Scott

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Watts Christopher

    FORMER DIR/PRES TERM 12/20

    Total calculated
    $831,134
    From this org
    $0
    From related orgs
    $722,733
    Other
    $108,401
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,521 related
    Bonus
    $0 + $167,335 related
    Other
    $0 + $2,877 related
    Deferred
    $0 + $45,270 related
    Nontaxable benefits
    $0 + $63,131 related
    Filer's total
    $0 + $831,134 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
THE COMPENSATION AND BENEFIT AMOUNTS OF THE ORGANIZATION'S OFFICERS AND TOP MANAGEMENT OFFICIALS ARE DETERMINED BY AN INDEPENDENT COMMITTEE OF BJC HEALTH SYSTEM, AN AFFILIATE OF THE BARNES-JEWISH ST. PETERS & PROGRESS WEST FOUNDATION. THE COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS AND USES INDEPENDENT COMPENSATION STUDIES AND BENCHMARKING DATA TO ESTABLISH COMPENSATION AMOUNTS AND GUIDELINES. ALL AMOUNTS ARE APPROVED BY THE COMPENSATION COMMITTEE. THE ORGANIZATION RECONCILES THE AGGREGATE AMOUNTS PAID TO THE APPROVAL AMOUNTS SHORTLY AFTER THE CLOSE OF EACH CALENDAR YEAR.
PART I, LINE 4B
DURING 2023, THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS/ACCRUALS FROM A RELATED ORGANIZATION AS REPORTED IN THE DETAILS OF COMPENSATION AND BENEFITS(SEE FORM 990, PART VII AND SCHEDULE J, PART II): WATTS, CHRISTOPHER $55,729 CALDER, GINA $44,553 ZIA, NADIA $38,588

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

  • BARNES-JEWISH ST PETERS HOSPITAL

    $67,476

    TO SUPPORT PATIENT CARE AND OVERALL PATIENT EXPERIENCES

  • ST CHARLES COUNTY POLICE DEPARTMENT

    $0

    TO SUPOPRT THE MENTAL HEALTH NEEDS OF THE COMMUNITY THROUGH THE PURCHASE OF A THERAPY CANINE FOR THE DEPARTMENT.

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.

  • THE HEART CARE INSTITUTE LLC

    MEDICAL SERVICES · MO

  • GAMMA KNIFE CENTER AT BARNES JEWISH HOSP LLC

    OUTPATIENT CARE SERVICES · MO

  • THE REHABILITATION INSTITUTE OF ST LOUIS LLC

    MEDICAL SERVICES · AL

  • THE REHABILITATION INSTITUTE OF SOUTHERN ILLINOIS LLC

    MEDICAL SERVICES · AL

  • CHILDREN'S DISCOVERY INSTITUTE LLC

    SEARCH FOR CURES OF PEDIATRIC DISEASES · MO

  • Y-SIHVI LLC

    PHYSICAL THERAPY & FITNESS · IL

  • SOUTHWEST ILLINOIS HEALTH SERVICES REAL ESTATE LLP

    COMMERCIAL REAL ESTATE · IL

  • ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

    MEDICAL SERVICES · MO

Related corporations and trusts

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

  • ATG ASSURANCE COMPANY LTD

    C · INSURANCE · CJ

  • MB MEDICAL SERVICES INC

    C · HEALTHCARE SERVICES · MO

  • PF SERVICES INC

    C · MANAGEMENT SERVICES · MO

  • ACTIVUM SG FEEDER FUND VII LP

    C · INVESTMENT HOLDINGS · JE

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423179349308562

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