Form 990 for tax year 2023
Filed by ST LUKES HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $526,049
- Total expenses
- $246,051
- Contributions and grants received
- $335,068
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $198,415
- Other revenue
- -$7,434
- Total assets, end of year
- $7,921,291
- Total liabilities, end of year
- $91,665
- Net assets or fund balances, end of year
- $7,829,626
- Program services expenses (Part IX)
- $172,329
- Management and general expenses
- $62,102
- Fundraising expenses
- $11,620
- Program service expenses (Part III)
- $172,329
Program services were 70.0% 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
$10,436
-
1f · All other contributions, gifts and grants
$324,632
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $198,415 · excluded $198,415
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$10,436
-
8b · Fundraising events: direct expenses
$9,335
-
8c · Net income from fundraising events
total -$9,335 · excluded -$9,335
-
11a · Other revenue: RECOVERY OF BAD DEBT
total $993 · excluded $993
-
11b · Other revenue: Miscellaneous Revenue
total $908 · excluded $908
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$1,901
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $116,115 · program services $116,115
-
8 · Pension plan contributions
total $33,674 · program services $15,920 · management and general $8,877 · fundraising $8,877
-
9 · Other employee benefits
total $6,315 · program services $2,985 · management and general $1,665 · fundraising $1,665
-
11b · Fees: legal
total $1,804 · program services $1,046 · management and general $722 · fundraising $36
-
11f · Fees: investment management
total $30,000 · management and general $30,000
-
11g · Fees: other
total $31,474 · program services $18,254 · management and general $12,590 · fundraising $630
-
13 · Office expenses
total $9,428 · program services $5,467 · management and general $3,772 · fundraising $189
-
16 · Occupancy
total $9,630 · program services $5,586 · management and general $3,852 · fundraising $192
-
17 · Travel
total $1,560 · program services $905 · management and general $624 · fundraising $31
-
19 · Conferences, conventions and meetings
total $6,051 · program services $6,051
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $748,365 · end of year $866,841
-
3 · Pledges and grants receivable
beginning of year $7,849 · end of year $5,577
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $5,650,272 · end of year $7,048,873
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $34,623 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $13,297 · end of year $1,564
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $90,101
-
27 · Net assets without donor restrictions
beginning of year $5,887,772 · end of year $7,289,586
-
28 · Net assets with donor restrictions
beginning of year $540,040 · end of year $540,040
Mission and programs · 2023
Mission
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 $172,329
As filed on the 2023 return.
Listed in Part VII
-
Ben Ellington
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Meghan Young
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
T Scott Pleune
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Tom Trobaugh
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Aaron Greene
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Alexandra Adams
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Okelson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Becky Collins
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bill Miller
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
David Little
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ed Spencer
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
George Sweet
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Byrd
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joanie Newman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Juli Haynie
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kim Adams
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lane Price
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Linda Greensfelder
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Linda Schutter
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Holland
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ronald Peters
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Amanda Thompson
Executive Director (Partial Year)
- Total calculated
- $104,735
- From this org
- $0
- From related orgs
- $104,735
- Other
- $0
- Hours/week
- 1 + 40 related
-
Wendy Hamil
Executive Director (Partial Year)
- Total calculated
- $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
Directly controlled by NA
-
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
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522269349301612
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