Form 990 for tax year 2022
Filed by ST LUKES HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $892,409
- Total expenses
- $221,093
- Contributions and grants received
- $751,408
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $148,634
- Other revenue
- -$7,633
- Total assets, end of year
- $6,441,109
- Total liabilities, end of year
- $13,297
- Net assets or fund balances, end of year
- $6,427,812
- Program services expenses (Part IX)
- $148,856
- Management and general expenses
- $62,243
- Fundraising expenses
- $9,994
- Program service expenses (Part III)
- $148,856
Program services were 67.3% 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
$77,466
-
1f · All other contributions, gifts and grants
$673,942
-
3 · Investment income
total $148,634 · excluded $148,634
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$77,466
-
8b · Fundraising events: direct expenses
$19,051
-
8c · Net income from fundraising events
total -$19,051 · excluded -$19,051
-
11a · Other revenue: RECOVERY OF BAD DEBT
total $11,418 · excluded $11,418
-
11e · Other revenue, total
$11,418
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $99,078 · program services $99,078
-
9 · Other employee benefits
total $30,457 · program services $14,399 · management and general $8,029 · fundraising $8,029
-
10 · Payroll taxes
total $3,016 · program services $1,426 · management and general $795 · fundraising $795
-
11b · Fees: legal
total $436 · program services $253 · management and general $174 · fundraising $9
-
11f · Fees: investment management
total $30,000 · management and general $30,000
-
11g · Fees: other
total $24,177 · program services $14,022 · management and general $9,672 · fundraising $483
-
13 · Office expenses
total $11,842 · program services $6,867 · management and general $4,738 · fundraising $237
-
16 · Occupancy
total $9,349 · program services $5,423 · management and general $3,740 · fundraising $186
-
17 · Travel
total $2,231 · program services $1,294 · management and general $892 · fundraising $45
-
24a · Other expenses: OTHER EXPENSE
total $10,507 · program services $6,094 · management and general $4,203 · fundraising $210
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $864,346 · end of year $748,365
-
3 · Pledges and grants receivable
beginning of year $74,515 · end of year $7,849
-
4 · Accounts receivable
beginning of year $861
-
11 · Investments: publicly traded securities
beginning of year $5,151,096 · end of year $5,650,272
-
15 · Other assets
beginning of year $66,011 · end of year $34,623
-
17 · Accounts payable and accrued expenses
beginning of year $7,626 · end of year $13,297
-
27 · Net assets without donor restrictions
beginning of year $5,342,997 · end of year $5,887,772
-
28 · Net assets with donor restrictions
beginning of year $806,206 · end of year $540,040
Mission and programs · 2022
Mission
TO RAISE FUNDS IN SUPPORT OF ST. LUKE'S HOSPITAL AS IT PROVIDES EXEMPLARY HEALTHCARE TO OUR COMMUNITY.
Activities or mission (Part I)
SEE SCHEDULE O:TO RAISE FUNDS IN SUPPORT OF ST. LUKE'S HOSPITAL AS IT PROVIDES EXEMPLARY HEALTHCARE TO OUR COMMUNITY.
-
THE FOUNDATION FOR ST. LUKE'S HOSPITAL RAISES FUNDS TO SUPPORT PROJECTS WHICH WILL ENHANCE THE DELIVERY OF THE BEST POSSIBLE HEALTH CARE TO THE RESIDENTS OF THE ST. LUKE'S HOSPITAL SERVICE AREA. TO ACCOMPLISH THIS END, THE FOUNDATION MAINTAINS AND SOLICITS MEMBERSHIPS: THE PALMER AND JERVEY SOCIETY ARE DONORS WHO CONTRIBUTE AT LEAST $1,000 UP TO $4,999; THE SOCIETY OF 1972 ARE DONORS WHO CONTRIBUTE AT LEAST $5,000 UP TO $9,999; THE SOCIETY OF 1928 ARE DONORS WHO CONTRIBUTE AT LEAST $10,000.
Expenses $148,856
As filed on the 2022 return.
Listed in Part VII
-
Ben EllingtonBEN ELLINGTON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tom TrobaughTOM TROBAUGH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
T Scott PleuneT SCOTT PLEUNE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Meghan YoungMEGHAN YOUNG
SECRETRARY
- Total calculated
- $0
- Hours/week
- 1
-
Alexandra AdamsALEXANDRA ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim AdamsKIM ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff ByrdJEFF BYRD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Becky CollinsBECKY COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Aaron GreeneAARON GREENE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Linda GreensfelderLINDA GREENSFELDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Juli HaynieJULI HAYNIE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nancy HollandNANCY HOLLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dee JamesDEE JAMES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David LittleDAVID LITTLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bill MillerBILL MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Phil MosleyPHIL MOSLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joanie NewmanJOANIE NEWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Barbara OklesenBARBARA OKLESEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lane PriceLANE PRICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Linda SchutterLINDA SCHUTTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ed SpencerED SPENCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
George SweetGEORGE SWEET
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amanda ThompsonAMANDA THOMPSON
EXECUTIVE DIRECTOR
- Total calculated
- $82,585
- From this org
- $0
- From related orgs
- $82,585
- Other
- $0
- Hours/week
- 1 + 40 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.
Grants on this return
No itemized grants to organizations 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.
-
501(C)(3) · CONTROLLING ENTITY · NC
-
ST LUKE'S PHYSICIAN NETWORK INC
501(C)(3) · PROVIDE HEALTH CARE SERVICES TO POLK COUNTY, NC RESIDENTS · NC
Directly controlled by ST LUKE'S HEALTHCARE INC
-
501(C)(3) · PROVIDE HEALTH CARE SERVICES TO POLK COUNTY, NC RESIDENTS · NC
Directly controlled by ST LUKE'S HEALTHCARE INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202442269349301459
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