Skip to content
Nonprofiteer
← BARNES-JEWISH ST PETERS & PROGRESS WEST FOUNDATION

Form 990 for tax year 2024

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

Totals

Total revenue
$325,029
Total expenses
$587,871
Contributions and grants received
$173,960
Grants paid
$118,918
Program service revenue
$0
Investment income
$117,830
Other revenue
$33,239
Total assets, end of year
$1,091,389
Total liabilities, end of year
$35,856
Net assets or fund balances, end of year
$1,055,533
Program services expenses (Part IX)
$118,918
Management and general expenses
$12,701
Fundraising expenses
$456,252
Program service expenses (Part III)
$118,918

Program services were 20.2% 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

    $102,387

  • 1f · All other contributions, gifts and grants

    $71,573

  • 1g · Noncash contributions included above

    $58,844

  • 3 · Investment income

    total $21,266 · excluded $21,266

  • 7a · Gross sales of assets other than inventory

    securities $441,526

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

    securities $344,962

  • 7c · Gain or loss

    securities $96,564

  • 7d · Net gain or loss

    total $96,564 · excluded $96,564

  • 8a · Fundraising events: gross income

    $130,941

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

    $102,387

  • 8b · Fundraising events: direct expenses

    $119,204

  • 8c · Net income from fundraising events

    total $11,737 · excluded $11,737

  • 9a · Gaming: gross income

    $22,514

  • 9b · Gaming: direct expenses

    $7,820

  • 9c · Net income from gaming

    total $14,694 · excluded $14,694

  • 11a · Other revenue: GRANT RECOVERIES

    total $6,144 · excluded $6,144

  • 11b · Other revenue: OTHER INCOME

    total $664 · excluded $664

  • 11e · Other revenue, total

    $6,808

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $117,918 · program services $117,918

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 11f · Fees: investment management

    total $1,225 · management and general $1,225

  • 11g · Fees: other

    total $62,141 · fundraising $62,141

  • 12 · Advertising and promotion

    total $6,422 · management and general $990 · fundraising $5,432

  • 13 · Office expenses

    total $6,222 · management and general $25 · fundraising $6,197

  • 14 · Information technology

    total $192 · fundraising $192

  • 17 · Travel

    total $5 · management and general $5

  • 19 · Conferences, conventions and meetings

    total $25 · fundraising $25

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

    total $361,550 · fundraising $361,550

  • 24b · Other expenses: DONOR CULTIVAT/STEWARD

    total $15,671 · fundraising $15,671

  • 24c · Other expenses: CATERING-BOARD AND EMPL

    total $10,038 · management and general $10,038

  • 24d · Other expenses: OTHER SUPPLIES/MATERIAL

    total $5,317 · management and general $293 · fundraising $5,024

  • 24e · All other expenses

    total $145 · management and general $125 · fundraising $20

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $300

  • 2 · Savings and temporary cash investments

    beginning of year $33,819 · end of year $35,516

  • 3 · Pledges and grants receivable

    beginning of year $10,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,245 · end of year $2,600

  • 11 · Investments: publicly traded securities

    beginning of year $142,139 · end of year $204,281

  • 12 · Investments: other securities

    beginning of year $752,501 · end of year $774,514

  • 15 · Other assets

    beginning of year $0 · end of year $74,478

  • 19 · Deferred revenue

    beginning of year $1,500 · end of year $347

  • 25 · Other liabilities

    beginning of year $71,870 · end of year $35,509

  • 27 · Net assets without donor restrictions

    beginning of year $390,350 · end of year $640,577

  • 28 · Net assets with donor restrictions

    beginning of year $482,284 · end of year $414,956

Mission and programs · 2024

Mission

TO PROMOTE THE HEALTH, HEALING, AND HOPE OF OUR COMMUNITY. THIS IS DONE THROUGH WORK AND SUPPORT OF OUR CARE TEAMS AT BARNES-JEWISH ST. PETERS, PROGRESS WEST HOSPITAL, SITEMAN CANCER CENTER - ST. PETERS AND IN PARTNERSHIP WITH COMMUNITY ORGANZIATIONS TO (SEE SCHEDULE O) IMPROVE THE OVERALL HEALTH AND WELLBEING OF ST. CHARLES COUNTY.

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.

  • PATIENT SUPPORT -THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION PROVIDED SUPPORT FOR OUR PATIENTS IN VARIOUS WAYS. THE FOUNDATION WAS EXCITED TO BRING MUSIC THERAPY BACK TO BOTH OF OUR HOSPITALS BY SUPPORTING A FULL-TIME MUSIC THERAPIST FOR INPATIENT SUPPORT. ADDITIONALLY, THE FOUNDATION PROVIDED HEALING THERAPIES LIKE HORTICULTURE, YOGA AND MASSAGE FOR PATIENTS AT BOTH HOSPITALS AND OUR SITEMAN CANCER CENTER-ST. PETERS. COMFORT CARE ITEMS WERE PROVIDED, SUCH AS: PILLOWS, SCARVES, HEAD WRAPS, HEADPHONES, PHONE CHARGERS, FIDGETS AND MORE. TRANSPORTATION TO AND FROM MEDICAL VISITS FOR PATIENTS IN NEED; BEREAVEMENT SUPPORT; CAR SEATS, FORMULA AND MORE FOR NEW FAMILIES; HIGHLY EXPENSIVE MEDICAL DEVICES SUCH AS LIFE VESTS FOR THOSE AT RISK OF SUDDEN CARDIAC FAILURE; MOUTH AND JAW (SEE SCHEDULE O) PROTECTORS FOR THROAT AND MOUTH CANCER TREATMENTS; SPECIALIZED SKIN CREAM FOR PATIENTS UNDERGOING RADIATION TREATMENTS; WELCOME ACTIVITY KITS FOR INFUSION CENTER OUTPATIENTS; SLEEP HYGIENE KITS FOR INPATIENTS HAVING ISSUES GETTING PROPER REST DURING THEIR STAY.

    Expenses $104,410 · Grants $104,410

  • GENERAL OPERATIONS - THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION SUPPORTED OUR HOSPITAL TEAMS BY PROVIDING UNIFORMS FOR PATIENT CARE TECHNICIANS AS THEY GRADUATE FROM THEIR COHORTS AND BEGIN THEIR CAREERS IN OUR HOSPITALS; WATER FOUNTAIN UPGRADES TO INPATIENT UNITS TO SATISFY TEAM AND FAMILY BOTTLE FILLING NEEDS; VARIOUS STAFF AND PROVIDER RECOGNITION THAT INCLUDED COFFEE CELEBRATIONS, LUNCHES AND AWARDS THROUGHOUT THE YEAR; MUSIC THERAPY SPEAKERS SPECIFICALLY FOR STAFF USE; BEREAVEMENT AND TRAUMA SUPPORT DURING STRESSFUL SITUATIONS.

    Expenses $12,446 · Grants $12,446

  • PATIENT EDUCATION - THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION SUPPORTED THE LOCAL COMMUNITY THROUGH THE FUNDING OF EDUCATIONAL ENGAGEMENTS, SPEAKER SERIES, HEART HEALTH SCREENINGS, CANCER SCREENINGS, HEALTHY LIVING AND EATING CLASSES, ETC. THROUGH THE FOUNDATIONS SUPPORT, THESE OPPORTUNITIES ARE KEPT FREE TO THE PUBLIC AND PROMOTE HEALTH, HEALING AND HOPE FOR OUR COMMUNITY.

    Expenses $1,062 · Grants $1,062

  • THE BARNES-JEWISH ST. PETERS AND PROGRESS WEST FOUNDATION FUNDED SCHOLARSHIPS FOR PATIENT CARE TECHNICIANS AS THEY ASPIRE TO FURTHER THEIR CAREER INTO NURSING.

    Expenses $1,000 · Grants $1,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patterson Gregory

    DIRECTOR/PRESIDENT BEG 7/24

    Total calculated
    $646,379
    From this org
    $0
    From related orgs
    $550,725
    Other
    $95,654
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,296 related
    Bonus
    $0 + $159,511 related
    Other
    $0 + $2,918 related
    Deferred
    $0 + $43,034 related
    Nontaxable benefits
    $0 + $52,620 related
    Filer's total
    $0 + $646,379 related

  • Calder Gina

    DIRECTOR/PRESIDENT TERM 4/24

    Total calculated
    $362,885
    From this org
    $0
    From related orgs
    $345,461
    Other
    $17,424
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,004 related
    Bonus
    $0 + $186,071 related
    Other
    $0 + $386 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,424 related
    Filer's total
    $0 + $362,885 related

  • Zia Nadia MD

    DIRECTOR

    Total calculated
    $643,146
    From this org
    $0
    From related orgs
    $559,343
    Other
    $83,803
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,006 related
    Bonus
    $0 + $160,570 related
    Other
    $0 + $1,767 related
    Deferred
    $0 + $37,575 related
    Nontaxable benefits
    $0 + $46,228 related
    Filer's total
    $0 + $643,146 related

  • Bretsch Jeffery

    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

  • 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

  • Simms Rick

    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

  • Borchardt Missy

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Giesmann April

    DIRECTOR/CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Tiemeyer Brent

    DIRECTOR/SECY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Watts Christopher

    FORMER DIR/PRES TERM 12/20

    Total calculated
    $1,268,008
    From this org
    $0
    From related orgs
    $1,175,551
    Other
    $92,457
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $648,929 related
    Bonus
    $0 + $523,928 related
    Other
    $0 + $2,694 related
    Deferred
    $0 + $3,397 related
    Nontaxable benefits
    $0 + $89,060 related
    Filer's total
    $0 + $1,268,008 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 2024, 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 $123,080 ZIA, NADIA MD $61,973 PATTERSON, GREGORY $43,801 CALDER, GINA $43,488

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

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

    SUPPORT SERVICES · MO

  • SAINT LUKE'S SURGICENTER-LEE'S SUMMIT LLC

    MEDICAL SERVICES · KS

  • MEDICAL PLAZA PARTNERS LP

    OWN & OPERATE MEDICAL OFFICE BUILDING · MO

  • SAINT LUKE'S - GI DIAGNOSTICS LLC

    MEDICAL SERVICES · MO

  • SAINT LUKE'S NORTH SURGERY CENTER LLC

    MEDICAL SERVICES · MO

  • SAINT LUKE'S RADIATION THERAPY-LIBERTY LLC

    MEDICAL SERVICES · MO

  • SAINT LUKE'S SOUTH SURGERY CENTER LLC

    MEDICAL SERVICES · KS

  • SAINT LUKE'S SOUTH PAIN MANAGEMENT CENTER LLC

    MEDICAL SERVICES · KS

  • KANSAS CITY ORTHPAEDIC INSTITUTE LLC

    MEDICAL SERVICES · KS

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

  • SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

    C · INSURANCE · SC

  • ST LUKES HEALTH VENTURES INC

    C · ACCOUNTING · MO

  • MEDICAL PLAZA MANAGEMENT INC

    C · MEDICAL OFFICE BUILDING MANAGEMENT · MO

  • SAINT LUKES HEALTH SYSTEM INSURANCE LTD

    C · CAPTIVE · CJ

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543179349309449

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.