2024-05-10T13:49:06-05:00 2023-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-07-01 421419695 St Anthony Foundation STAN 7127945246 311 S Clark St Carroll IA 51401 Eric Salmonson CFO/Vice President 7127945246 2024-05-07 1 Eric Salmonson 999009999 1 Kim Hunwardsen CPA P00484560 6122536500 2024-04-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Allen Anderson 311 S Clark St Carroll IA 51401 1466348 0 0928 X www.stanthonyhospital.org X 1905 IA Engages in activities for the benefit of St. Anthony Regional Hospital and Nursing Home. 11 10 0 13 0 0 717282 888019 0 0 1414558 569216 -5709 -2872 2126131 1454363 1043609 726693 0 0 235204 237859 0 0 243911 79070 61972 1357883 1026524 768248 427839 22132900 24482018 953050 1011068 21179850 23470950 The St. Anthony Foundation is a nonprofit corporation engaged in the charitable, educational, and scientific activities primarily for the benefit of St. Anthony Regional Hospital and Nursing Home. 0 0 726693 726693 The St. Anthony Foundation engages in charitable, educational, and scientific activities for the benefit of St. Anthony Regional Hospital and Nursing Home. The St. Anthony Foundation is a not-for-profit organization through which friends of St. Anthony Hospital and Nursing Home can contribute gifts to show their commitment to St. Anthony Regional Hospital and Nursing Home's mission of providing excellent health care to the residents of west central Iowa. The St. Anthony Foundation made contributions of $707,193 for St. Anthony Hospital and Nursing Home general use in fiscal year 2023. 726693 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 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 11 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Eric Salmonson 7127945246 311 S Clark St Carroll IA 51401 Jim Greteman Chairman 0.30 0.00 X X 0 0 0 Ryan Milligan Vice Chairman 0.30 0.00 X X 0 0 0 Sr Marcia Baumert Secretary/Treasurer 0.30 0.00 X X 0 0 0 Kyle Ulveling MD Board member 0.30 40.00 X 0 39030 0 Deb Auen Board member 0.30 0.30 X 0 0 0 John Strautman Board member 0.30 0.00 X 0 0 0 Kim Hackett Board member 0.30 0.00 X 0 0 0 Matt Greteman Board member 0.30 0.00 X 0 0 0 Peggy White Board member 0.30 0.30 X 0 0 0 Sr Linda Mershon Board member 0.30 0.00 X 0 0 0 Terry Axman Board member 0.30 0.00 X 0 0 0 Allen Anderson CEO President SARH 0.30 40.00 X 0 184185 18660 Eric Salmonson CFO/Vice President SARH 0.30 40.00 X 0 146449 18564 Edward H Smith Jr CEO/President SARH until Dec. 2022 0.30 40.00 X 0 362086 61888 John Munson Former CFO/VP SARH 0.00 0.00 X 0 103243 13437 0 834993 112549 0 1 1 0 0 98767 276724 512528 27345 888019 237358 237358 331858 0 331858 331858 331858 9113 98767 11985 -2872 -2872 1454363 0 0 566344 707193 707193 19500 19500 194942 40938 154004 28004 5881 22123 14913 3132 11781 37389 1389 36000 7950 7950 985 985 3492 3492 4580 4580 Repairs and Maintenance 4114 4114 Food 3409 3409 53 53 1026524 726693 55920 243911 120918 870586 427099 758611 432827 105065 81659 26899 23406 20223878 23467278 105 132008 131303 22132900 24482018 28531 6561 31009 924519 973498 953050 1011068 X 19016553 21081845 2163297 2389105 21179850 23470950 22132900 24482018 427839 1863264 -3 0 X 0 0 0 X 5708707 2610674 2446382 717282 888019 12371064 5708707 2610674 2446382 717282 888019 12371064 2168949 10202115 275671 338289 331445 189408 237358 1372171 13743235 0.74230 0.73570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21094463 362476 2538624 43550 484629 23467384 23500033 255947 -2620802 43550 -2835 21094463 19046674 868052 6253780 15900 2652573 23500033 18596647 98672 1108234 14850 742029 19046674 14742656 2531749 1454273 15000 117031 18596647 0.00000 0.04260 0.95740 0 0 105065 81659 23406 23406 Annuity Payable 973498 973498 Part V, Line 4: All restricted endowment funds held at St. Anthony Foundation are used for the benefit of St. Anthony Regional Hospital and Nursing Home for endowments and scholarships. Golf Tournament 107880 98767 9113 6491 2622 2872 107880 98767 9113 6491 2622 2872 11985 -2872 1 St Anthony Regional Hospital and Nursing Home 311 South Clark St Carroll IA 51401 420733472 501(c)(3) 707193 0 Alzheimers Unit, Education Center and Cancer Center Capital Campaigns 1 0 Healthcare scholarships 34 19500 Part I, Line 2: The scholarship program is for students in the health related field who apply to St. Anthony Foundation and a committee determines annually who receives the scholarships. The Foundation also makes payments to St. Anthony Hospital and Nursing Home, a related organization, for funds that were donated and restricted for St. Anthony Hospital and Nursing Home. The Foundation and Hospital have a close working relationship and monitor the use of the funds. 0 1 0 0 0 0 0 0 0 Edward H Smith Jr CEO/President SARH until Dec. 2022 0 219633 0 66604 0 75849 0 27619 0 34268 0 423973 0 34787 Allen Anderson CEO President SARH 0 184156 0 0 0 29 0 0 0 18660 0 202845 0 0 Eric Salmonson CFO/Vice President SARH 0 145997 0 0 0 452 0 3304 0 15260 0 165013 0 0 John Munson Former CFO/VP SARH 0 102543 0 0 0 700 0 0 0 13437 0 116680 0 0 Part I, Line 3 St. Anthony Regional Hospital and Nursing Home, a related organization, determines the compensation of the CEO/President. The related organization uses one or more of the methods on Part I, line 3 to determine compensation for the CEO/President. Part I, Line 4b St. Anthony Regional Hospital and Nursing Home, a related organization has a non-qualified deferred compensation plan that complies with Section 457(f) of the Internal Revenue Code and the short-term deferral provisions of section 409A of the Code. The plan is to be an unfunded plan maintained primarily for the purpose of providing deferred compensation benefits for a select group of management or highly compensated employees. Edward H. Smith Jr. was paid $34,787 for his 457f plan in calendar year 2022. X Golf Auction 127 27345 Cost 0 0 1 0 Part I, Column (b): The Foundation is reporting in Part I, column (b), the number of contributions. Form 990, Part VI, Section A, line 1a The Executive Committee is a standing committee and consists of the Chairperson, Vice-Chairperson, Secretary/ Treasurer and at least two elected members of the Board of Directors. This committee has the power to transact all regular business of the Corporation during the interim between the meetings of the Board of Directors, provided any action taken does not conflict with the policies and expressed wishes of the Board and that it refers all matters of importance to the Board of Directors. Form 990, Part VI, Section A, line 2 Allen Anderson, Eric Salmonson, Kyle Ulveling, Edward H. Smith Jr., John Munson, Deb Auen, and Peggy White have a business relationship. Form 990, Part VI, Section A, line 6 The former members of the St. Anthony Foundation are the sisters of the religious community known as the Congregation of the Sisters of the Third Order of the St. Francis of Perpetual Adoration (FSPA). The FSPA has formed St. Anthony Ministries to assume canonical sponsorship and membership of the St. Anthony Foundation, performed previously by the FSPA. St. Anthony Ministries is the sole member of St. Anthony Foundation. Form 990, Part VI, Section A, line 7a St. Anthony Ministries, as the sole member of St. Anthony Foundation, approves the election of the Board of Directors. Form 990, Part VI, Section A, line 7b The following powers are reserved exclusively to the St. Anthony Ministries, the sole member of the Foundation. I. To change the philosophy, objectives and purposes of the Corporation for which it was and is formed and exists; 2. To amend, alter, modify or repeal the Articles of Incorporation; 3. To amend, alter, modify or repeal these Bylaws; 4. To merge or to consolidate this Corporation with another corporation or organization; 5. To dissolve or terminate the existence of this Corporation and to determine the distribution of assets upon such termination or dissolution to other not-for-profit charitable organizations; 6. To approve the encumbrance, sale, disposition or other form of alienation of the stable patrimony of St. Anthony Ministries in excess of the amount established by the Holy See from time to time; 7. To approve the following actions initiated by the Board of Directors: (i) the appointment of the Chief Executive Officer (here, the executive director, if one is appointed) of the Corporation; and (ii) the appointment of the members of the Board of Directors for the Corporation and the removal of Board Members without cause; 8. No indebtedness, except for current operating expenses and ordinary capital expenditures, shall be incurred by or on behalf of the Corporation unless authorized by the Members of this Corporation. 9. Corporate real estate shall not be purchased, disposed of nor encumbered by or on behalf of the Corporation, unless authorized by the Members of the Corporation. Form 990, Part VI, Section B, line 11b The final version of the Form 990 was given to each member of St. Anthony Foundation's Board of Directors prior to filing the return. The Form 990 was reviewed by the Chief Financial Officer and the Audit Committee of St. Anthony Regional Hospital and Nursing Home. Form 990, Part VI, Section B, line 12c The Officers and Board Members annually disclose in writing, "any interest which would be inconsistent with the expeditious, proper, and impartial performance of duties." Defining disclosable conflict or duality of interest as any matter in which the corporations are "interested which affects the financial interest or employment of such member, a member of his/her family by blood or marriage, or any business enterprise in which he/she or such family member is employed or has a financial interest." Officers and Board members are required to disclose the facts surrounding any possible conflict of interest throughout the year. If a conflict of interest is disclosed by an Officer or Board Member, during a board meeting the Officer or Board Member will not participate in any discussions or deliberations regarding the matter and would abstain from any voting decisions on this matter during the meeting. All conflict of interests that are disclosed will be reported in the minutes of the board meetings. Form 990, Part VI, Section B, line 15 Compensation for the CEO/President and CFO/Vice President is determined by St. Anthony Regional Hospital and Nursing Home, a related organization. Form 990, Part VI, Section C, line 19 The Foundation's governing documents, conflict of interest policy, and financial statements are not available to the public. The Form 990 public disclosure copy if available and contains information regarding these documents, policies, and financial statements. St Anthony Regional Hospital and Nursing Home PO Box 628 311 South Clark St Carroll IA 51401 420733472 Provision of health care services IA 501(c)(3) Line 3 St Anthony Ministries 0 St Anthony Ministries PO Box 628 311 South Clark St Carroll IA 51401 Religious Order IA 501(c)(3) Canonical Entity N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1