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← SARTORI HEALTH CARE FOUNDATION

Form 990 for tax year 2022

Filed by SARTORI HEALTH CARE FOUNDATION.

Totals

Total revenue
$718,230
Total expenses
$678,202
Contributions and grants received
$186,158
Grants paid
$518,178
Program service revenue
$0
Investment income
$532,072
Other revenue
$0
Total assets, end of year
$6,311,304
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,311,304
Program services expenses (Part IX)
$523,087
Management and general expenses
$42,270
Fundraising expenses
$112,845
Program service expenses (Part III)
$523,087

Program services were 77.1% 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

    $5,000

  • 1d · Related organizations

    $33,000

  • 1f · All other contributions, gifts and grants

    $148,158

  • 3 · Investment income

    total $143,771 · excluded $143,771

  • 7a · Gross sales of assets other than inventory

    securities $8,542,952

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

    securities $8,154,651

  • 7c · Gain or loss

    securities $388,301

  • 7d · Net gain or loss

    total $388,301 · excluded $388,301

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $518,178 · program services $518,178

  • 7 · Other salaries and wages

    total $63,368 · fundraising $63,368

  • 9 · Other employee benefits

    total $11,765 · fundraising $11,765

  • 10 · Payroll taxes

    total $4,447 · fundraising $4,447

  • 11f · Fees: investment management

    total $42,270 · management and general $42,270

  • 11g · Fees: other

    total $4,566 · fundraising $4,566

  • 12 · Advertising and promotion

    total $9,716 · fundraising $9,716

  • 13 · Office expenses

    total $766 · fundraising $766

  • 16 · Occupancy

    total $11,106 · fundraising $11,106

  • 24a · Other expenses: I/C PURCHASED SERVICES

    total $6,776 · fundraising $6,776

  • 24b · Other expenses: OTHER SUPPLIES

    total $4,909 · program services $4,909

  • 24c · Other expenses: SUBSCRIPTIONS AND DUES

    total $290 · fundraising $290

  • 24e · All other expenses

    total $45 · fundraising $45

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $155,242

  • 11 · Investments: publicly traded securities

    end of year $6,311,304

  • 15 · Other assets

    beginning of year $6,030,158 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,435,113 · end of year $3,476,639

  • 28 · Net assets with donor restrictions

    beginning of year $2,750,287 · end of year $2,834,665

Mission and programs · 2022

Mission

WE, SARTORI HEALTH CARE FOUNDATION AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. SARTORI HEALTH CARE FOUNDATION IS A MEMBER OF TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE SUPPORT FOR THE PROGRAMS OF SARTORI MEMORIAL HOSPITAL (MERCYONE CEDAR FALLS MEDICAL CENTER)

  • SINCE 1984, SARTORI HEALTH CARE FOUNDATION (MERCYONE CEDAR FALLS FOUNDATION), LOCATED IN CEDAR FALLS, IOWA, HAS SUPPORTED SARTORI MEMORIAL HOSPITAL (MERCYONE CEDAR FALLS MEDICAL CENTER).MERCYONE CEDAR FALLS FOUNDATION EXISTS TO HELP BRIDGE THE GAP BETWEEN WHAT ADVANCES IN MEDICAL TECHNOLOGY CURRENTLY OFFER VERSUS WHAT THE HOSPITAL'S BUDGET WILL ALLOW. THE FOUNDATION HAS GENEROUS FINANCIAL AND VOLUNTEER SUPPORT FROM THE COMMUNITY, MATCHED BY EQUALLY GENEROUS SUPPORT FROM MERCYONE COLLEAGUES. FUNDING FROM THE FOUNDATION HELPS MERCYONE CEDAR FALLS MEDICAL CENTER MEET THE HEALTH CARE NEEDS OF ITS PATIENTS AND THE SURROUNDING COMMUNITIES. PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.MERCYONE.ORG/NORTHEASTIOWA/GIVING/CEDAR-FALLS-FOUNDATION/

    Expenses $523,087 · Grants $518,178

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jack Dusenbery

    DIR & PRES, MERCYONE NE IA THR 4/23

    Total calculated
    $750,828
    From this org
    $0
    From related orgs
    $705,049
    Other
    $45,779
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,178 related
    Bonus
    $0 + $120,621 related
    Other
    $0 + $15,250 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $27,479 related
    Filer's total
    $0 + $750,828 related

  • Timothy Huber

    VP OF FINANCE

    Total calculated
    $348,273
    From this org
    $0
    From related orgs
    $288,515
    Other
    $59,758
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,137 related
    Bonus
    $0 + $36,164 related
    Other
    $0 + $5,214 related
    Deferred
    $0 + $22,697 related
    Nontaxable benefits
    $0 + $37,061 related
    Filer's total
    $0 + $348,273 related

  • Christopher Latta

    DIR;V CHAIR 1/23;DIR BEHAVIORAL HLTH

    Total calculated
    $159,789
    From this org
    $0
    From related orgs
    $123,035
    Other
    $36,754
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $120,386 related
    Bonus
    $0 + $2,562 related
    Other
    $0 + $87 related
    Deferred
    $0 + $7,928 related
    Nontaxable benefits
    $0 + $28,826 related
    Filer's total
    $0 + $159,789 related

  • Brad Brooks Dc

    DIR; CHAIR THR 12/22; CHIROPRACTOR

    Total calculated
    $151,250
    From this org
    $0
    From related orgs
    $114,785
    Other
    $36,465
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $111,864 related
    Bonus
    $0
    Other
    $0 + $2,921 related
    Deferred
    $0 + $9,260 related
    Nontaxable benefits
    $0 + $27,205 related
    Filer's total
    $0 + $151,250 related

  • Tom Nagle

    DIR; V CHAIR THR 12/22; CHAIR 1/23

    Total calculated
    $0
    Hours/week
    0.5

  • Cynthia Kenyon

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Kelly Christensen

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Marlene Behn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sandra Benak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Brad Best

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Brad Braley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Larry Burken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Chambers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Deaver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Steve Erickson MD

    DIRECTOR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    0.5

  • Deb Giarusso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jerry Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Anne Hennessey DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Kay Leeper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ann Lyons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rich Schoof

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Strub DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kerri Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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

The filer's explanations (Part III)

PART I, LINE 3
SARTORI HEALTH CARE FOUNDATION'S PRESIDENT IS PAID DIRECTLY BY A RELATED ENTITY, COVENANT MEDICAL CENTER. COVENANT MEDICAL CENTER USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SARTORI HEALTH CARE FOUNDATION'S PRESIDENT: - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CENTRAL NEW JERSEY HEART SERVICES LLC

    CARDIAC PROGRAM · NJ

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LARSON CENTER LLP

    PROPERTY MANAGEMENT · IL · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDILUCENT MOB I

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RADISSON SJH PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NY · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    DIALYSIS SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST AGNES LONG-TERM INTENSIVE CARE LLP

    LONG TERM INTENSIVE CARE · PA · general or managing partner

  • ST ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    RADIOLOGY SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

  • WORKPLACE HEALTH OF GRAND HAVEN INC

    C · OCCUPATIONAL HEALTH · MI · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349305881

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