Skip to content
Nonprofiteer
← ST LUKES IN THE DESERT INC

Form 990 for tax year 2023

Filed by ST LUKES IN THE DESERT INC.

Totals

Total revenue
$2,011,246
Total expenses
$2,325,700
Contributions and grants received
$1,109,466
Grants paid
$0
Program service revenue
$810,420
Investment income
$83,285
Other revenue
$8,075
Total assets, end of year
$5,481,406
Total liabilities, end of year
$208,452
Net assets or fund balances, end of year
$5,272,954
Program services expenses (Part IX)
$1,896,289
Management and general expenses
$327,837
Fundraising expenses
$101,574
Program service expenses (Part III)
$1,896,289

Program services were 81.5% 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

    $61,537

  • 1e · Government grants (contributions)

    $24,093

  • 1f · All other contributions, gifts and grants

    $1,023,836

  • 1g · Noncash contributions included above

    $4,939

  • 2a · Program service revenue: RENTAL INCOME

    total $517,699 · related or exempt $517,699

  • 2b · Program service revenue: SERVICE FEES

    total $292,721 · related or exempt $292,721

  • 3 · Investment income

    total $26,021 · excluded $26,021

  • 7a · Gross sales of assets other than inventory

    securities $1,434,018

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

    securities $1,376,754

  • 7c · Gain or loss

    securities $57,264

  • 7d · Net gain or loss

    total $57,264 · excluded $57,264

  • 8a · Fundraising events: gross income

    $18,525

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

    $61,537

  • 8b · Fundraising events: direct expenses

    $21,132

  • 8c · Net income from fundraising events

    total -$2,607 · excluded -$2,607

  • 11a · Other revenue: CATERING INCOME

    total $8,745 · excluded $8,745

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $1,937 · excluded $1,937

  • 11e · Other revenue, total

    $10,682

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $114,621 · program services $91,659 · management and general $18,995 · fundraising $3,967

  • 7 · Other salaries and wages

    total $1,065,641 · program services $860,853 · management and general $146,548 · fundraising $58,240

  • 8 · Pension plan contributions

    total $14,558 · program services $10,867 · management and general $3,147 · fundraising $544

  • 9 · Other employee benefits

    total $53,379 · program services $39,846 · management and general $11,539 · fundraising $1,994

  • 10 · Payroll taxes

    total $98,994 · program services $73,897 · management and general $21,399 · fundraising $3,698

  • 11b · Fees: legal

    total $370 · program services $295 · management and general $75

  • 11e · Fees: professional fundraising services

    total $10,500 · fundraising $10,500

  • 11f · Fees: investment management

    total $6,405 · management and general $6,405

  • 11g · Fees: other

    total $113,143 · program services $98,410 · management and general $14,733

  • 12 · Advertising and promotion

    total $3,155 · fundraising $3,155

  • 13 · Office expenses

    total $92,402 · program services $58,210 · management and general $17,069 · fundraising $17,123

  • 14 · Information technology

    total $7,051 · program services $2,525 · management and general $2,173 · fundraising $2,353

  • 16 · Occupancy

    total $125,487 · program services $92,304 · management and general $33,183

  • 22 · Depreciation, depletion and amortization

    total $376,880 · program services $335,423 · management and general $41,457

  • 23 · Insurance

    total $51,729 · program services $51,729

  • 24a · Other expenses: FOOD AND BEVERAGE

    total $148,844 · program services $148,844

  • 24b · Other expenses: REPAIRS AND MAITENANCE

    total $27,680 · program services $17,911 · management and general $9,769

  • 24c · Other expenses: LICENSING AND FEES

    total $8,965 · program services $7,620 · management and general $1,345

  • 24d · Other expenses: ACTIVITIES

    total $5,896 · program services $5,896

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $132,673 · end of year $84,194

  • 2 · Savings and temporary cash investments

    beginning of year $178,113 · end of year $31,118

  • 3 · Pledges and grants receivable

    beginning of year $193,766 · end of year $156,423

  • 4 · Accounts receivable

    beginning of year $957 · end of year $5,638

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,749 · end of year $239

  • 10a · Land, buildings and equipment: cost or other basis

    $7,915,839

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,502,902

  • 10c · Land, buildings and equipment, net

    beginning of year $4,144,122 · end of year $4,412,937

  • 11 · Investments: publicly traded securities

    beginning of year $1,266,167 · end of year $755,204

  • 15 · Other assets

    beginning of year $0 · end of year $35,653

  • 17 · Accounts payable and accrued expenses

    beginning of year $373,235 · end of year $172,799

  • 25 · Other liabilities

    beginning of year $0 · end of year $35,653

  • 27 · Net assets without donor restrictions

    beginning of year $4,444,198 · end of year $4,167,840

  • 28 · Net assets with donor restrictions

    beginning of year $1,105,114 · end of year $1,105,114

Mission and programs · 2023

Mission

TO PROVIDE QUALITY OF LIFE FOR LOW-INCOME ELDERS TO AGE WITH DIGNITY IN AN ASSISTED-LIVING COMMUNITY.

  • THROUGHOUT THE FISCAL YEAR 2023-2024, ST. LUKE'S HOME PROVIDED COMPREHENSIVE CARE AND ESSENTIAL SUPPORT TO 63 ELDERS. WE ARE COMMITTED TO DELIVERING A NURTURING ENVIRONMENT WHERE OUR ELDERS THRIVE, OFFERING NOT ONLY HOUSING BUT ALSO UTILITIES, NUTRITIOUS MEALS, ENGAGING ACTIVITIES, AND ASSISTANCE WITH DAILY LIVING TASKS. IN ADDITION TO SUPPORTING OUR RESIDENTS, WE ALSO EXTENDED RESOURCES TO THEIR FAMILIES, ENSURING THEY HAVE THE SUPPORT NECESSARY TO CARE FOR THEIR LOVED ONES.DURING THIS PERIOD, WE PROVIDED MORE THAN 77,000 NUTRITIOUS MEALS AND SNACKS, REINFORCING OUR COMMITMENT TO THE HEALTH AND WELL-BEING OF OUR ELDERS. (SEE SCHEDULE O FOR CONTINUATION)OUR WELLNESS PROGRAM WAS EQUALLY ROBUST, WITH OVER 600 ACTIVITIES DESIGNED TO ADDRESS MULTIPLE DIMENSIONS OF WELLNESS, INCLUDING PHYSICAL, EMOTIONAL, SOCIAL, AND COGNITIVE ENGAGEMENT.WE ALSO PLACED A STRONG EMPHASIS ON EDUCATIONAL PROGRAMMING, DELIVERING WORKSHOPS ON CRUCIAL TOPICS SUCH AS: - FALL PREVENTION AND MANAGEMENT - MATTER OF BALANCE - STRESS RELIEF - PROJECT VISIBILITY - GRIEF SUPPORT - INFLUENZA AND COVID PREVENTION AND TREATMENT - VOTING RIGHTS AND LOCAL CIVIC ISSUES - MEDICATION MANAGEMENT FOR THE ELDERLYOUR COLLABORATION WITH THE UNIVERSITY OF ARIZONA HAS BEEN A SOURCE OF PRIDE AND ENRICHMENT FOR OUR COMMUNITY. STUDENTS SPECIALIZING IN NUTRITION, NURSING, PHARMACY, AND MEDICINE CONTRIBUTE THEIR EXPERTISE TO ENHANCE THE CARE PROVIDED AT ST. LUKE'S. IN ADDITION TO ACADEMIC PARTNERSHIPS, OUR ELDERS ENJOY A RANGE OF CULTURAL ACTIVITIES, INCLUDING LIVE MUSIC AND ENTERTAINMENT, BOTH ON-SITE AND WITHIN THE BROADER COMMUNITY WHENEVER POSSIBLE. THIS VIBRANT LIFESTYLE IS MADE POSSIBLE THROUGH THE CONTRIBUTIONS OF OVER 50 VOLUNTEERS AND COMMUNITY MEMBERS, WHOSE DEDICATION HELPS CREATE A SUPPORTIVE AND ENGAGING ENVIRONMENT FOR OUR ELDERS.AT THE HEART OF ST. LUKE'S HOME ARE OUR CERTIFIED CAREGIVERS, WHO PROVIDE 24-HOUR AWAKE CARE. THEIR SERVICES INCLUDE MEDICATION MANAGEMENT AND ADMINISTRATION, ASSISTANCE WITH PERSONAL CARE SUCH AS SHOWERS AND GROOMING, COORDINATION WITH HEALTHCARE PROVIDERS, AND EMOTIONAL SUPPORT, ENSURING THAT EACH ELDER'S INDIVIDUAL NEEDS ARE MET WITH COMPASSION AND PROFESSIONALISM.WE ARE EQUALLY COMMITTED TO SUPPORTING OUR STAFF AND ENSURING THEY ARE FAIRLY COMPENSATED FOR THEIR HARD WORK. WE CONSISTENTLY STRIVE TO OFFER A LIVING WAGE TO ALL EMPLOYEES AND REGULARLY EVALUATE OUR COMPENSATION RATES TO REMAIN COMPETITIVE FOR ALL POSITIONS. THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY A THOROUGH REVIEW OF COMPARABLE ROLES IN THE COMMUNITY. THIS PROCESS, OVERSEEN BY OUR BOARD OF DIRECTORS, ENSURES TRANSPARENCY AND FAIRNESS. THE BOARD IS SOLELY RESPONSIBLE FOR DECISIONS REGARDING THE CEO'S PAY AND FOR APPROVING WAGES AND BENEFITS AS PART OF OUR ANNUAL BUDGET.

    Expenses $1,896,289 · Revenue $810,420

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Terri Waldman

    EXECUTIVE DIRECTOR

    Total calculated
    $114,621
    From this org
    $111,443
    From related orgs
    $0
    Other
    $3,178
    Hours/week
    40

  • Martha Gerganoff

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    4

  • Allie Matthews

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Susan Willis

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Anita Bach

    QUALITY MANAGEMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Richard Beach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Biggs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael McCrory

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maria Elena McElroy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy McMahon

    DEVELOPMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alejandra Monroy Mendoza

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Raach

    DIRECTOR

    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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202521349349302102

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.