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Nonprofiteer
← HOSPICE OF CENTRAL IOWA FOUNDATION

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 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 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 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 Matternas

    EXECUTIVE DIRECTOR

    Total calculated
    $143,668
    From this org
    $0
    From related orgs
    $133,745
    Other
    $9,923
    Hours/week
    40
  • Brandon Foldes

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Bill Warner Jr

    PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Ann Torry

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Chris Brenda

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Katie Adams

    TRUSTEE (TERM ENDED 2/2023)

    Total calculated
    $0
    Hours/week
    1
  • Billy Backer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Erin Bailey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ryan Boyington

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kelly Caldbeck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Howard Eaton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lacey Grubb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Renee Hamlen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Melissa Knutson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Matt Koopman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ali Payne

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jackie Rolow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Elisabeth Sandersfeld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • April Schmaltz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jen Stanbrough

    TRUSTEE (TERM ENDED 2/2023)

    Total calculated
    $0
    Hours/week
    1
  • Kim 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

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
14 February 2024
IRS schema version
2022v5.0
Source object
202400679349301320

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