Form 990 for tax year 2022
Filed by HOSPICE OF CENTRAL IOWA FOUNDATION.
Totals
- Total revenue
- $2,463,238
- Total expenses
- $2,445,496
- Contributions and grants received
- $1,911,375
- Grants paid
- $1,682,846
- Program service revenue
- $0
- Investment income
- $449,943
- Other revenue
- $101,920
- Total assets, end of year
- $17,565,050
- Total liabilities, end of year
- $165,663
- Net assets or fund balances, end of year
- $17,399,387
- Program services expenses (Part IX)
- $1,682,846
- Management and general expenses
- $366,271
- Fundraising expenses
- $396,379
- Program service expenses (Part III)
- $1,682,846
Program services were 68.8% 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.
-
1a · Federated campaigns
$927,259
-
1c · Fundraising events
$128,456
-
1f · All other contributions, gifts and grants
$855,660
-
3 · Investment income
total $592,246 · excluded $592,246
-
7a · Gross sales of assets other than inventory
securities $6,451,355
-
7b · Less cost or other basis and sales expenses
securities $6,593,658
-
7c · Gain or loss
securities -$142,303
-
7d · Net gain or loss
total -$142,303 · excluded -$142,303
-
8a · Fundraising events: gross income
$157,884
-
8a · Fundraising events: contributions included on line 1c
$128,456
-
8b · Fundraising events: direct expenses
$55,964
-
8c · Net income from fundraising events
total $101,920 · excluded $101,920
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,682,846 · program services $1,682,846
-
5 · Compensation of officers, directors and key employees
total $122,045 · management and general $29,450 · fundraising $92,595
-
7 · Other salaries and wages
total $258,322 · management and general $62,334 · fundraising $195,988
-
9 · Other employee benefits
total $39,668 · management and general $12,714 · fundraising $26,954
-
10 · Payroll taxes
total $29,125 · management and general $7,028 · fundraising $22,097
-
11c · Fees: accounting
total $18,000 · management and general $18,000
-
11g · Fees: other
total $245,669 · management and general $221,486 · fundraising $24,183
-
12 · Advertising and promotion
total $5,610 · fundraising $5,610
-
13 · Office expenses
total $26,480 · fundraising $26,480
-
16 · Occupancy
total $12,426 · management and general $12,426
-
17 · Travel
total $3,258 · management and general $786 · fundraising $2,472
-
24e · All other expenses
total $2,047 · management and general $2,047
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $404,049 · end of year $66,858
-
3 · Pledges and grants receivable
beginning of year $289,862 · end of year $236,675
-
4 · Accounts receivable
beginning of year $141,710 · end of year $138,741
-
11 · Investments: publicly traded securities
beginning of year $15,367,980 · end of year $16,471,079
-
12 · Investments: other securities
beginning of year $896,413 · end of year $651,697
-
17 · Accounts payable and accrued expenses
beginning of year $64,368 · end of year $50,928
-
19 · Deferred revenue
beginning of year $37,500 · end of year $37,500
-
25 · Other liabilities
beginning of year $578,892 · end of year $77,235
-
27 · Net assets without donor restrictions
beginning of year $14,502,371 · end of year $15,405,095
-
28 · Net assets with donor restrictions
beginning of year $1,916,883 · end of year $1,994,292
Mission and programs · 2022
Mission
EVERYSTEP FOUNDATION PROVIDES DEDICATED STEWARDSHIP AND CULTIVATION OF COMMUNITY GIFTS TO SUPPORT THE OPERATIONS OF EVERYSTEP. GIFTS ARE DIRECTED TO DONOR-DESIGNATED PROGRAMS. IF A DONOR DOES NOT MAKE A DESIGNATION, THEIR GIFTS ARE ALLOCATED TO ONE OF THE MORE THAN THIRTY PROGRAMS WHERE THE NEED IS THE GREATEST.
Activities or mission (Part I)
EVERYSTEP FOUNDATION PROVIDES DEDICATED STEWARDSHIP AND CULTIVATION OF COMMUNITY GIFTS TO SUPPORT THE OPERATIONS OF VISITING NURSE SERVICES OF IOWA, DOING BUSINESS AS EVERYSTEP. THE MISSION OF EVERYSTEP IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES AND STRENGTHEN COMMUNITIES.
-
EVERYSTEP FOUNDATION RAISES FUNDS TO SUPPORT THE MORE THAN 30 NON-PROFIT PROGRAMS AND SERVICES OFFERED BY EVERYSTEP. EVERYSTEP IS A TAX-EXEMPT ORGANIZATION.THE MISSION OF EVERYSTEP IS: WE EMPOWER INDIVIDUALS, SUPPORT FAMILIES AND STRENGTHEN COMMUNITIES. EVERYSTEP IS A NON-PROFIT, COMMUNITY-BASED ORGANIZATION OFFERING A WIDE RANGE OF HEALTH CARE AND SOCIAL SUPPORT SERVICES THAT SERVE NEARLY 60,000 IOWANS ACROSS THE STATE. EVERYSTEP'S VITAL SERVICES OFFER SUPPORT, EDUCATION, HOME VISITS AND DEVELOPMENTAL SCREENINGS TO YOUNG MOMS, BABIES AND GROWING FAMILIES; PROVIDE HOSPICE AND HOME HEALTH CARE FOR THE SICK, INJURED AND DYING; AND OFFER COMPASSIONATE GRIEF AND LOSS SUPPORT TO INDIVIDUALS AND FAMILIES.EVERYSTEP ACTS AS A CRITICAL REFERRAL POINT TO OTHER COMMUNITY AND GOVERNMENTAL AGENCIES THAT HELP ENSURE ACCESS TO CARE AND SUPPORT FOR COMMUNITY MEMBERS AND CLIENTS.DONOR SUPPORT HELPS ENSURE ALL WHO NEED EVERYSTEP'S SERVICES ARE ABLE TO RECEIVE IT. FROM JULY 1, 2022 THROUGH JUNE 30, 2023, EVERYSTEP FOUNDATION WAS ABLE TO PROVIDE CHARITY CARE AND QUALITY-OF-LIFE NEEDS TOTALING $1,686,671. GRANTS FROM INDIVIDUAL, CORPORATE, COMMUNITY ORGANIZATIONS AND GOVERNMENT FUNDERS HELP SUPPORT VITAL COMMUNITY-BASED PROGRAMS THAT SERVE VULNERABLE POPULATIONS.741 EVERYSTEP VOLUNTEERS DONATED 10,391 HOURS OF TIME TO THE ORGANIZATION'S MANY PROGRAMS, EQUAL TO $330,434 IN VALUE TO THE ENTIRE ORGANIZATION.
Expenses $1,682,846 · Grants $1,682,846
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tray WadeTRAY WADE
PRESIDENT & CEO
- Total calculated
- $400,466
- From this org
- $0
- From related orgs
- $383,593
- Other
- $16,873
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $309,090 related
- Bonus
- $0 + $73,675 related
- Other
- $0 + $828 related
- Deferred
- $0 + $9,150 related
- Nontaxable benefits
- $0 + $7,723 related
- Filer's total
- $0 + $400,466 related
-
Lynn MichlLYNN MICHL
VICE PRESIDENT & CFO
- Total calculated
- $248,327
- From this org
- $0
- From related orgs
- $231,424
- Other
- $16,903
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $184,398 related
- Bonus
- $0 + $44,650 related
- Other
- $0 + $2,376 related
- Deferred
- $0 + $6,706 related
- Nontaxable benefits
- $0 + $10,197 related
- Filer's total
- $0 + $248,327 related
-
Jim KnoepflerJIM KNOEPFLER
VICE PRESIDENT, ADMINISTRA
- Total calculated
- $187,503
- From this org
- $0
- From related orgs
- $168,225
- Other
- $19,278
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $137,724 related
- Bonus
- $0 + $28,500 related
- Other
- $0 + $2,001 related
- Deferred
- $0 + $5,294 related
- Nontaxable benefits
- $0 + $13,984 related
- Filer's total
- $0 + $187,503 related
-
Julie MatternasJULIE MATTERNAS
EXECUTIVE DIRECTOR
- Total calculated
- $143,668
- From this org
- $0
- From related orgs
- $133,745
- Other
- $9,923
- Hours/week
- 40
-
Brandon FoldesBRANDON FOLDES
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Bill Warner JrBILL WARNER JR
PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ann TorryANN TORRY
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Chris BrendaCHRIS BRENDA
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Katie AdamsKATIE ADAMS
TRUSTEE (TERM ENDED 2/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Billy BackerBILLY BACKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Erin BaileyERIN BAILEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan BoyingtonRYAN BOYINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kelly CaldbeckKELLY CALDBECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Howard EatonHOWARD EATON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lacey GrubbLACEY GRUBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Renee HamlenRENEE HAMLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Melissa KnutsonMELISSA KNUTSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matt KoopmanMATT KOOPMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ali PayneALI PAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jackie RolowJACKIE ROLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elisabeth SandersfeldELISABETH SANDERSFELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
April SchmaltzAPRIL SCHMALTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jen StanbroughJEN STANBROUGH
TRUSTEE (TERM ENDED 2/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Kim WillisKIM WILLIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
GENERAL SUPPORT
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.
-
HOSPICE OF CENTRAL IOWA DBA EVERYSTEP HCI CARE SERVICES
501(C)(3) · HOSPICE/HEALTH CARE · IA
Directly controlled by HCI VNS CARE SERVICES
-
VISITING NURSE SERVICES OF IOWA DBA EVERYSTEP
501(C)(3) · HOSPICE, HEALTHCARE, HEALTH AND HEALTH RELATED SERVICES · IA
-
HCI VNS CARE SERVICES DBA EVERYSTEP
501(C)(3) · ADMINISTRATIVE AND MANAGEMENT SERVICES (MSO) · IA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400679349301320
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