2023-11-14T15:05:59-06:00 2022-12-31 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2022-01-01 810539096 ST LUKE COMMUNITY HEALTHCARE FOUNDATION STLU 4066764441 107 6TH AVE SW RONAN MT 598642634 JOEL ONSAGER CFO 4066764441 2023-10-19 1 JOEL ONSAGER XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2023-10-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVE TODD 107 6TH AVE SW RONAN MT 598642634 1320773 0 X WWW.STLUKEHEALTHCARE.ORG X 2001 MT THE FOUNDATION IS DEDICATED TO IMPROVING THE CARE AND COMFORT OF PATIENTS AT ST. LUKE COMMUNITY HEALTHCARE BY RAISING PRIVATE FUNDS THROUGH PHILANTHROPY AND THEN DISBURSING THOSE FUNDS INTO DESIGNATED PROGRAMS. 7 5 0 5 0 0 146325 272027 0 0 346536 26022 76354 93460 569215 391509 164340 172736 0 0 0 0 0 0 0 30776 33949 195116 206685 374099 184824 3711780 3371165 18946 16071 3692834 3355094 X THE FOUNDATION IS DEDICATED TO IMPROVING THE CARE AND COMFORT OF PATIENTS AT ST. LUKE COMMUNITY HEALTHCARE BY RAISING PRIVATE FUNDS THROUGH PHILANTHROPY AND THEN DISBURSING THOSE FUNDS INTO DESIGNATED PROGRAMS. 0 0 206685 172736 THE ST. LUKE COMMUNITY HEALTHCARE FOUNDATION WAS CREATED TO HELP MEET THE NEEDS OF PATIENTS, EMPLOYEES AND MEMBERS OF THE COMMUNITY. THROUGH ANNUAL GIFTS, ENDOWMENT ASSETS AND FUNDING OF MAJOR FACILITIES, TECHNOLOGIES AND PROGRAMS, THE FOUNDATION AND THE COMMUNITY MEMBERS WHO SUPPORT IT HELP ENSURE ST. LUKE COMMUNITY HEALTHCARE CONTINUED LEADERSHIP IN HEALTH CARE.EACH YEAR THE FOUNDATION WORKS WITH DONORS TO RAISE AND INVEST FUNDS THAT HELP ST. LUKE COMMUNITY HEALTHCARE: MAINTAIN HEALTHCARE EXCELLENCE BY BRIDGING THE FINANCIAL GAP BETWEEN THE INCREASING COST OF PROVIDING SERVICES AND THE SHRINKING LEVEL OF REIMBURSEMENT FROM MEDICARE, MEDICAID AND PRIVATE INSURANCE; PURCHASE NEW EQUIPMENT AND MAKE OTHER NON-REIMBURSABLE CAPITAL INVESTMENTS THAT ALLOW ST. LUKE COMMUNITY HEALTHCARE TO PROVIDE PATIENTS WITH THE LATEST AND MOST TECHNOLOGICALLY ADVANCED CARE; PROVIDE ACCESS TO EXCELLENT HEALTHCARE TO A CULTURALLY AND ECONOMICALLY DIVERSE COMMUNITY; FORM PARTNERSHIPS WITH OTHER ORGANIZATIONS TO SUPPORT COMMUNITYWIDE HEALTH IMPROVEMENT EFFORTS; AND ENGAGE IN VALUABLE, NON-REIMBURSABLE MEDICAL ACTIVITIES, SUCH AS PHYSICIAN/STAFF TRAINING AND PATIENT/COMMUNITY EDUCATION. 206685 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JOEL ONSAGER CFO 4066764441 107 6TH AVE SW RONAN MT 598642634 X RAY AYLESWORTH CHAIR PERSON 1.00 0.00 X X 0 0 0 ANDY STARK VICE CHAIR 1.00 0.00 X X 0 0 0 KAREN DELLWO TREASURER 1.00 0.00 X X 0 0 0 MARK NELSON DIRECTOR 1.00 0.00 X 0 0 0 ROBIN NELSON DIRECTOR 1.00 1.00 X 0 0 0 STEVE TODD DIRECTOR/HOSPITAL CEO 1.00 40.00 X 0 352151 22516 JOEL ONSAGER DIRECTOR/HOSPITAL CFO 1.00 40.00 X 0 111147 9185 TERESA NYGAARD EXECUTIVE DIRECTOR 1.00 40.00 X 0 74146 0 0 537444 31701 0 0 1 0 0 29775 242252 272027 63777 63777 45842 45842 891509 929264 -37755 -37755 -37755 47618 29775 0 47618 47618 391509 0 0 119482 172736 172736 26982 26982 1092 1092 DUES 3000 3000 ANNUITY PAYMENT 2875 2875 206685 206685 0 0 451272 632947 137812 139790 375 2250 3121733 2595844 588 334 3711780 3371165 18946 16071 18946 16071 X 3419485 3081745 273349 273349 3692834 3355094 3711780 3371165 184824 -523105 541 0 X X 0 1 X 1 0 X X 1 ST LUKE HOSPITAL 810221486 3 1 172736 0 1 172736 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE CEO AND CFO OF THE HOSPITAL (THE SUPPORTED ORGANIZATION) ARE ALSO ON THE FOUNDATION'S BOARD. THIS ENSURES THAT THE TWO ORGANIZATIONS HAVE COMMON SUPERVISION AND THE SUPPORTING ORGANIZATION IS RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 712357 -119426 5547 587384 645303 69961 2907 712357 576911 73586 5194 645303 491374 90430 4893 576911 536567 -45193 491374 0.53463 0.46537 0 0 0 STOCKS 2595844 F 2595844 X 42916899 -8223274 50748664 42525390 391509 0 391509 46532588 46325903 46325903 206685 0 206685 PART V, LINE 4: TO MAINTAIN HEALTHCARE EXCELLENCE BY BRIDGING THE FINANCIAL GAP BETWEEN THE INCREASING COST OF PROVIDING SERVICES AND THE SHRINKING LEVEL OF REIMBURSEMENT FROM MEDICARE, MEDICAID AND PRIVATE INSURANCE; PURCHASE NEW EQUIPMENT AND MAKE OTHER NON-REIMBURSABLE CAPITAL INVESTMENTS THAT ALLOW ST. LUKE TO PROVIDE PATIENTS WITH THE LATEST AND MOST TECHNOLOGICALLY ADVANCED CARE; ENGAGE IN VALUABLE, NON-REIMBURSABLE MEDICAL ACTIVITIES, SUCH AS PHYSICIAN/STAFF TRAINING AND PATIENT/COMMUNITY EDUCATION. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE TAXES ON RELATED INCOME PURSUANT TO SIMILAR STATE OF MONTANA TAX LAWS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ST. LUKE COMMUNITY HOSPITAL REVENUE 50,748,664. PART XII, LINE 2D - OTHER ADJUSTMENTS: ST. LUKE COMMUNITY HOSPITAL EXPENSES 46,325,903. ANNUAL FOUNDATION DINNER 72637 29775 42862 BUFFALO RUN 4756 4756 77393 29775 47618 47618 1 ST LUKE COMMUNITY HOSPITAL 107 6TH AVE SW RONAN MT 598642634 810221486 501(C)(3) 172736 0 TO FURTHER THE CHARITABLE ACTIVITIES PROVIDED BY ST. LUKE COMMUNITY HOSPITAL. 1 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH ST. LUKE COMMUNITY HOSPITAL AND ENSURES THE FUNDS ARE USED PROPERLY. 0 0 0 0 0 0 0 0 0 STEVE TODD DIRECTOR/HOSPITAL CEO 0 311097 0 41054 0 0 0 12100 0 10416 0 374667 0 0 PART I, LINE 3 A RELATED ORGANIZATION, ST. LUKE COMMUNITY HOSPITAL, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO: - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS MARK NELSON AND ROBIN NELSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE HOSPITAL CEO AND CFO REVIEW THE 990 BEFORE IT IS FILED. IT IS THEN PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REGULARLY REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 ST. LUKE COMMUNITY HEALTHCARE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PART VII, SECTION A, LINE 1A: BOARD MEMBERS STEVE TODD AND JOEL ONSAGER RECEIVE COMPENSATION FROM ST. LUKE COMMUNITY HOSPITAL AS EMPLOYEES OF THE HOSPITAL. NO PORTION OF THE COMPENSATION PAID BY RELATED ORGANIZATIONS IN PART VII IS FOR SERVICES AS BOARD MEMBERS. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST LUKE COMMUNITY HOSPITAL 107 6TH AVE SW RONAN MT 59864 810221486 PROVIDES HEALTH CARE SERVICES TO THE PUBLIC MT 501 C(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ST LUKE COMMUNITY HOSPITAL B 172736 ST LUKE COMMUNITY HOSPITAL Q 116762