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Nonprofiteer
← SARAH BUSH LINCOLN HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by SARAH BUSH LINCOLN HEALTH FOUNDATION.

Totals

Total revenue
$3,566,692
Total expenses
$1,960,090
Contributions and grants received
$1,899,980
Grants paid
$1,515,905
Program services expenses (Part IX)
$1,515,905
Management and general expenses
$88,836
Fundraising expenses
$355,349
Program service expenses (Part III)
$1,515,905

Program services were 77.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GARY MIKEL

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3

  • BARB LOVE

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • KIRAN JOAG

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KYLE BANKS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ANN BECK

    IMM. PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • AMY BORNTRAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF BRANSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT BLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT EGGLESTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BLAKE FAIRCHILD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM GRUNLOH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MYLES HASTINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATTY HEDGES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM HILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CORY KAUFFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY SCHILLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK MAYHOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIRK SWENSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KYLE THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURA VOYLES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY UPHOFF

    PRESIDENT & CEO PARTIAL YEAR

    Total calculated
    $739,688
    From this org
    $0
    From related orgs
    $664,708
    Other
    $74,980
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,532 related
    Bonus
    $0 + $93,704 related
    Other
    $0 + $152,472 related
    Deferred
    $0 + $10,250 related
    Nontaxable benefits
    $0 + $64,730 related
    Filer's total
    $0 + $739,688 related

  • DENNIS PLUARD

    CHIEF FINANCE OFFICER

    Total calculated
    $653,081
    From this org
    $0
    From related orgs
    $574,225
    Other
    $78,856
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,896 related
    Bonus
    $0 + $114,162 related
    Other
    $0 + $76,167 related
    Deferred
    $0 + $10,250 related
    Nontaxable benefits
    $0 + $68,606 related
    Filer's total
    $0 + $653,081 related

  • JERRY ESKER

    PRESIDENT & CEO PARTIAL YEAR

    Total calculated
    $674,410
    From this org
    $0
    From related orgs
    $594,308
    Other
    $80,102
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,731 related
    Bonus
    $0 + $400 related
    Other
    $0 + $63,177 related
    Deferred
    $0 + $10,250 related
    Nontaxable benefits
    $0 + $69,852 related
    Filer's total
    $0 + $674,410 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 — 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 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: SARAH BUSH LINCOLN HEALTH CENTER CURRENTLY MAINTAINS A NONQUALIFED, UNFUNDED, DEFINED CONTRIBUTION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ON BEHALF OF CERTAIN DESIGNATED MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PLAN IS INTENDED TO BE AN UNFUNDED DEFERRED COMPENSATION PLAN FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES, AS DESCRIBED IN THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). THE FOLLOWING PERSONS LISTED IN FORM 990, PART VII ARE PARTICIPANTS IN THE PLAN: DENNIS PLUARD KIMBERLY UPHOFF JERRY ESKER
SCHEDULE J, PART 1, LINE 3
ESTABLISHING COMPENSATION: THE TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING FACTORS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202411309349302976

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