2025-05-14T07:17:28-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990 2023-07-01 860098924 ST LUKE'S IN THE DESERT INC STLU 5206281512 615 E ADAM STREET TUCSON AZ 85705 MARTHA GERGANOFF PRESIDENT 5206281512 2025-05-12 1 1 JONATHAN WITTMANN P02338566 5207903500 2025-05-12 2023 2025-03-06 01:10:19Z ST LUKE'S HOME MARTHA GERGANOFF 615 E ADAM STREET TUCSON AZ 85705 3409132 0 X WWW.STLUKESHOMETUCSON.ORG X 1938 AZ TO PROVIDE QUALITY OF LIFE FOR LOW-INCOME ELDERS TO AGE WITH DIGNITY IN AN ASSISTED-LIVING COMMUNITY. 11 11 33 50 0 0 675475 1109466 686496 810420 6815 83285 -5665 8075 1363121 2011246 0 0 0 0 1354011 1347193 52016 10500 101574 757591 968007 2163618 2325700 -800497 -314454 5922547 5481406 373235 208452 5549312 5272954 X TO PROVIDE QUALITY OF LIFE FOR LOW-INCOME ELDERS TO AGE WITH DIGNITY IN AN ASSISTED-LIVING COMMUNITY. 0 0 1896289 0 810420 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. 1896289 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X TERRI WALDMAN 5206281512 615 E ADAM STREET TUCSON AZ 85705 TERRI WALDMAN EXECUTIVE DIRECTOR 40.00 X 111443 0 3178 MARTHA GERGANOFF PRESIDENT-ELECT 4.00 X X 0 0 0 ALLIE MATTHEWS PRESIDENT 1.00 X X 0 0 0 SUSAN WILLIS TREASURER 1.00 X X 0 0 0 ANITA BACH QUALITY MANAGEMENT CHAIR 1.00 X 0 0 0 RICHARD BEACH DIRECTOR 1.00 X 0 0 0 JENNIFER BIGGS DIRECTOR 1.00 X 0 0 0 MICHAEL MCCRORY DIRECTOR 1.00 X 0 0 0 MARIA ELENA MCELROY DIRECTOR 1.00 X 0 0 0 NANCY MCMAHON DEVELOPMENT CHAIR 1.00 X 0 0 0 ALEJANDRA MONROY MENDOZA DIRECTOR 1.00 X 0 0 0 KELLY RAACH DIRECTOR 1.00 X 0 0 0 111443 0 3178 1 0 0 0 0 61537 24093 1023836 4939 1109466 RENTAL INCOME 621990 517699 517699 SERVICE FEES 623000 292721 292721 810420 26021 26021 1434018 1376754 57264 57264 57264 18525 61537 21132 -2607 -2607 CATERING INCOME 722320 8745 8745 MISCELLANEOUS INCOME 900099 1937 1937 10682 2011246 810420 0 91360 114621 91659 18995 3967 1065641 860853 146548 58240 14558 10867 3147 544 53379 39846 11539 1994 98994 73897 21399 3698 370 295 75 10500 10500 6405 6405 113143 98410 14733 3155 3155 92402 58210 17069 17123 7051 2525 2173 2353 125487 92304 33183 376880 335423 41457 51729 51729 FOOD AND BEVERAGE 148844 148844 REPAIRS AND MAITENANCE 27680 17911 9769 LICENSING AND FEES 8965 7620 1345 ACTIVITIES 5896 5896 2325700 1896289 327837 101574 132673 84194 178113 31118 193766 156423 957 5638 6749 239 7915839 3502902 4144122 4412937 1266167 755204 0 35653 5922547 5481406 373235 172799 0 35653 373235 208452 X 4444198 4167840 1105114 1105114 5549312 5272954 5922547 5481406 -314454 38096 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1008289 96019 17222 1087086 961197 76898 29806 1008289 1107278 -126045 20036 961197 903816 216325 12863 1107278 910429 100 250 6963 903816 0.00000 0.67580 0.32420 0 0 331850 331850 3619640 2309309 1310331 3092624 602329 2490295 806344 541192 265152 65381 50072 15309 4412937 LEASE LIABILITIES 35653 35653 PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED TO THE PURPOSE OF THE ORIGINAL DONOR. SILVER CHEF 41470 33954 7516 3380 1380 4713 636 400 1990 GOLF TOURNAMENT 20843 12334 8509 250 540 3089 15 0 705 2 13552 13552 31 435 75865 59840 16025 3630 1920 7802 682 400 3130 17564 -1539 FORM 990, PART VI, SECTION A, LINE 1A THE PRESIDENT SHALL CHAIR THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE ELECTED OFFICERS AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE DIRECTOR SHALL SERVE AS EX-OFFICIO, NON-VOTING MEMBER. THE EXECUTIVE COMMITTEE SHALL MEET AS NEEDED. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER AND AUTHORITY OF THE BOARD IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD TO TAKE NECESSARY ACTION PRIOR TO THE NEXT BOARD MEETING, SUBJECT TO THE BOARD, THE ARTICLES OF INCORPORATION, THESE BYLAWS AND BOARD POLICIES. THE EXECUTIVE COMMITTEE SHALL SUBMIT MEETING MINUTES AT THE BOARD 'S NEXT MEETING AND ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE RATIFIED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 BOARD OFFICER TITLES WERE UPDATED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD PRESIDENT AND TREASURER IN DETAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST UPON BECOMING A BOARD MEMBER AND MUST ANNUALLY SIGN THE BOARD ACCEPTANCE OF CONFLICT-OF-INTEREST STATEMENT. THE BOARD (EXCLUDING THE PERSON INVOLVED IN THE POTENTIAL CONFLICT) REVIEWS CONFLICTS OF INTEREST. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, ST. LUKE'S HOME WILL TAKE SUCH STEPS AS IT DEEMS NECESSARY TO REDUCE OR ELIMINATE THIS CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF EXECUTIVE OFFICER'S/EXECUTIVE DIRECTOR'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. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.