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Nonprofiteer
← ST LUKES HEALTH FOUNDATION LTD

Form 990 for tax year 2024

Filed by ST LUKES HEALTH FOUNDATION LTD.

Totals

Total revenue
$37,787,060
Total expenses
$16,169,546
Contributions and grants received
$36,277,577
Grants paid
$11,269,993
Program service revenue
$0
Investment income
$1,706,309
Other revenue
-$196,826
Total assets, end of year
$101,183,841
Total liabilities, end of year
$4,932,965
Net assets or fund balances, end of year
$96,250,876
Program services expenses (Part IX)
$13,485,957
Management and general expenses
$1,622,694
Fundraising expenses
$1,060,895
Program service expenses (Part III)
$13,485,957

Program services were 83.4% 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

    $902,442

  • 1d · Related organizations

    $4,822,862

  • 1f · All other contributions, gifts and grants

    $30,552,273

  • 3 · Investment income

    total $1,354,814 · unrelated business -$14,354 · excluded $1,369,168

  • 7a · Gross sales of assets other than inventory

    securities $24,602,026

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

    securities $24,250,531

  • 7c · Gain or loss

    securities $351,495

  • 7d · Net gain or loss

    total $351,495 · excluded $351,495

  • 8a · Fundraising events: gross income

    $473,323

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

    $902,442

  • 8b · Fundraising events: direct expenses

    $670,149

  • 8c · Net income from fundraising events

    total -$196,826 · excluded -$196,826

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,645,845 · program services $10,645,845

  • 2 · Grants to domestic individuals

    total $624,148 · program services $624,148

  • 11e · Fees: professional fundraising services

    total $67,477 · fundraising $67,477

  • 11f · Fees: investment management

    total $12,460 · management and general $12,460

  • 12 · Advertising and promotion

    total $2,507 · program services $2,006 · fundraising $501

  • 13 · Office expenses

    total $52,440 · program services $41,952 · management and general $10,488

  • 14 · Information technology

    total $15,794 · program services $12,635 · management and general $3,159

  • 16 · Occupancy

    total $6,341 · management and general $6,341

  • 17 · Travel

    total $76,097 · program services $76,097

  • 24a · Other expenses: ALLOCATED SLHS WAGES

    total $3,309,498 · program services $1,654,749 · management and general $661,832 · fundraising $992,917

  • 24b · Other expenses: ALLOCATED SLHS EXPENSE

    total $804,462 · management and general $804,462

  • 24c · Other expenses: DUES AND MEMBERSHIPS

    total $320,194 · program services $256,155 · management and general $64,039

  • 24d · Other expenses: SUPPLIES

    total $127,704 · program services $102,163 · management and general $25,541

  • 24e · All other expenses

    total $104,579 · program services $70,207 · management and general $34,372

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $20,452 · end of year $319,279

  • 3 · Pledges and grants receivable

    beginning of year $6,907,653 · end of year $5,423,201

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,046 · end of year $53,516

  • 11 · Investments: publicly traded securities

    beginning of year $24,837,970 · end of year $47,290,792

  • 12 · Investments: other securities

    beginning of year $6,758,371 · end of year $10,115,372

  • 15 · Other assets

    beginning of year $41,003,626 · end of year $37,981,681

  • 17 · Accounts payable and accrued expenses

    beginning of year $169,700 · end of year $33,276

  • 25 · Other liabilities

    beginning of year $3,271,604 · end of year $4,899,689

  • 27 · Net assets without donor restrictions

    beginning of year $56,927,467 · end of year $50,041,811

  • 28 · Net assets with donor restrictions

    beginning of year $19,190,347 · end of year $46,209,065

Mission and programs · 2024

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 $13,485,957 · Grants $11,269,993

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

Listed in Part VII

  • Chris Roth

    Director

    Total calculated
    $2,104,597
    From this org
    $0
    From related orgs
    $2,017,450
    Other
    $87,147
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,852,165 related
    Bonus
    $0
    Other
    $0 + $165,285 related
    Deferred
    $0 + $54,206 related
    Nontaxable benefits
    $0 + $32,941 related
    Filer's total
    $0 + $2,104,597 related

  • Joe Forney

    Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Andy Emerson

    Director (Start 10/2024)

    Total calculated
    $0
    Hours/week
    2

  • Darin DeAngeli

    Director (Start 10/2024)

    Total calculated
    $0
    Hours/week
    2

  • Dave Snelson

    Director

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • John Wright

    Director

    Total calculated
    $0
    Hours/week
    2

  • Justin Vipperman

    Director (Start 10/2024)

    Total calculated
    $0
    Hours/week
    2

  • Kelli Parker

    Director (End 8/2025)

    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
    $353,552
    From this org
    $0
    From related orgs
    $320,710
    Other
    $32,842
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,852 related
    Bonus
    $0
    Other
    $0 + $6,858 related
    Deferred
    $0 + $18,655 related
    Nontaxable benefits
    $0 + $14,187 related
    Filer's total
    $0 + $353,552 related

  • Travis Bradburn

    VP, Chief Philanthropy Officer

    Total calculated
    $432,281
    From this org
    $0
    From related orgs
    $383,246
    Other
    $49,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $382,004 related
    Bonus
    $0
    Other
    $0 + $1,242 related
    Deferred
    $0 + $15,564 related
    Nontaxable benefits
    $0 + $33,471 related
    Filer's total
    $0 + $432,281 related

  • Christen Wilmer

    Sr. Director, Gift Planning

    Total calculated
    $200,685
    From this org
    $0
    From related orgs
    $171,811
    Other
    $28,874
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $171,274 related
    Bonus
    $0
    Other
    $0 + $537 related
    Deferred
    $0 + $8,364 related
    Nontaxable benefits
    $0 + $20,510 related
    Filer's total
    $0 + $200,685 related

  • Dawn Soto

    Executive Director Foundation

    Total calculated
    $176,429
    From this org
    $0
    From related orgs
    $138,138
    Other
    $38,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $136,896 related
    Bonus
    $0
    Other
    $0 + $1,242 related
    Deferred
    $0 + $7,289 related
    Nontaxable benefits
    $0 + $31,002 related
    Filer's total
    $0 + $176,429 related

  • Curtis Maier

    Director, Strategic Philanthropy

    Total calculated
    $157,062
    From this org
    $0
    From related orgs
    $134,771
    Other
    $22,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $133,137 related
    Bonus
    $0
    Other
    $0 + $1,634 related
    Deferred
    $0 + $9,547 related
    Nontaxable benefits
    $0 + $12,744 related
    Filer's total
    $0 + $157,062 related

  • Sarah Foltman

    Director, Strategic Philanthropy

    Total calculated
    $137,564
    From this org
    $0
    From related orgs
    $126,250
    Other
    $11,314
    Hours/week
    40

  • Monica Hoffer

    Director, Development

    Total calculated
    $134,930
    From this org
    $0
    From related orgs
    $115,835
    Other
    $19,095
    Hours/week
    40

  • Jeffrey Cilek

    Former Executive Director

    Total calculated
    $617,627
    From this org
    $0
    From related orgs
    $535,306
    Other
    $82,321
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,605 related
    Bonus
    $0
    Other
    $0 + $68,701 related
    Deferred
    $0 + $54,206 related
    Nontaxable benefits
    $0 + $28,115 related
    Filer's total
    $0 + $617,627 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 CY2024, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $154,918 of taxable benefits for service in a supplemental retirement plan. Jeffrey Cilek received $51,180 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

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
2024
Filed
14 August 2026
IRS schema version
2024v5.5
Source object
202612279349300601

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