Skip to content
Nonprofiteer
← ST LUKES HEALTH FOUNDATION LTD

Form 990 for tax year 2022

Filed by ST LUKES HEALTH FOUNDATION LTD.

Totals

Total revenue
$18,577,694
Total expenses
$10,545,920
Contributions and grants received
$17,704,182
Grants paid
$7,604,856
Program service revenue
$0
Investment income
$1,178,338
Other revenue
-$304,826
Total assets, end of year
$64,165,867
Total liabilities, end of year
$9,379
Net assets or fund balances, end of year
$64,156,488
Program services expenses (Part IX)
$9,143,872
Management and general expenses
$668,767
Fundraising expenses
$733,281
Program service expenses (Part III)
$9,143,872

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Chris Roth

    Director

    Total calculated
    $1,635,112
    From this org
    $0
    From related orgs
    $1,586,822
    Other
    $48,290
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,407,673 related
    Bonus
    $0
    Other
    $0 + $179,149 related
    Deferred
    $0 + $18,410 related
    Nontaxable benefits
    $0 + $29,880 related
    Filer's total
    $0 + $1,635,112 related

  • Joe Forney

    Chair (Start 10/2022)

    Total calculated
    $0
    Hours/week
    2

  • Dave Snelson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeanna Still

    Director

    Total calculated
    $0
    Hours/week
    2

  • John Wright

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kelli Parker

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lloyd Knight

    Director

    Total calculated
    $0
    Hours/week
    2

  • Paula Riggs

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rich Raimondi

    Director

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Jeffrey Cilek

    Executive Director (End 8/2023)

    Total calculated
    $543,209
    From this org
    $0
    From related orgs
    $511,255
    Other
    $31,954
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,973 related
    Bonus
    $0
    Other
    $0 + $121,282 related
    Deferred
    $0 + $18,410 related
    Nontaxable benefits
    $0 + $13,544 related
    Filer's total
    $0 + $543,209 related

  • Margaret Dougherty

    Secretary

    Total calculated
    $300,381
    From this org
    $0
    From related orgs
    $275,125
    Other
    $25,256
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,761 related
    Bonus
    $0
    Other
    $0 + $23,364 related
    Deferred
    $0 + $12,343 related
    Nontaxable benefits
    $0 + $12,913 related
    Filer's total
    $0 + $300,381 related

  • Travis Bradburn

    Executive Director (Start 8/2023)

    Total calculated
    $0
    Hours/week
    40

  • Dawn Soto

    Executive Director

    Total calculated
    $170,844
    From this org
    $0
    From related orgs
    $147,049
    Other
    $23,795
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $125,103 related
    Bonus
    $0 + $10,030 related
    Other
    $0 + $11,916 related
    Deferred
    $0 + $6,221 related
    Nontaxable benefits
    $0 + $17,574 related
    Filer's total
    $0 + $170,844 related

  • Christen Wilmer

    Director; Major & Planned Gifts

    Total calculated
    $142,934
    From this org
    $0
    From related orgs
    $121,675
    Other
    $21,259
    Hours/week
    40

  • Curtis Maier

    Director; Major & Planned Gifts

    Total calculated
    $138,422
    From this org
    $0
    From related orgs
    $120,723
    Other
    $17,699
    Hours/week
    40

  • Sarah Foltman

    Director; Development

    Total calculated
    $132,500
    From this org
    $0
    From related orgs
    $120,704
    Other
    $11,796
    Hours/week
    40

  • William Heitman

    Executive Director (End 8/2023)

    Total calculated
    $127,771
    From this org
    $0
    From related orgs
    $116,188
    Other
    $11,583
    Hours/week
    40

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

Part I, Line 3
Compensation for the organization's employed Officers and Executive Director is determined by St. Luke's Health System, Ltd. (System), sole member of St. Luke's Health Foundation, Ltd. (SLHF). The System board approves the compensation amount per the recommendation of its compensation committee. In determining compensation, the System board utilizes the following: Compensation Committee Independent compensation consultant Compensation survey or study Approval by the board or compensation committee The compensation set for Jeffrey Cilek, Executive Director of the St. Luke's Health Foundation, is established per guidelines established by St. Luke's Health System, Ltd. In establishing compensation guidelines for CEOs and executives serving within its subsidiaries, St. Luke's Health System, Ltd. utilizes any of the following methods: Compensation committee Independent consultant Approval by the board or compensation committee
Part I, Line 4b
During CY2022, the following individuals participated in a supplemental non-qualified executive retirement plan governed by 457(f): Chris Roth received $122,129 of taxable benefits for service in a supplemental retirement plan. Jeffrey Cilek received $61,009 of taxable benefits for service in a supplemental retirement plan.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202412289349301406

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.