2025-08-13T13:32:07-05:00 2024-09-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-10-01 421032878 PALMER MEMORIAL FOUNDATION PALM 5634223811 112 JEFFERSON ST WEST UNION IA 52175 BRENDA MOSER CFO 5634223811 2025-08-13 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-08-13 2023 2025-03-06 01:10:19Z BRENDA MOSER 112 JEFFERSON ST WEST UNION IA 52175 161791 0 X HTTPS://WWW.GUNDERSENHEALTH.ORG/PALMER/FOUNDATION X 1975 IA TO FUND THE HEALTHCARE NEEDS OF OUR COMMUNITY THAT ADVANCE HEALTH AND WELL-BEING IN OUR SERVICE AREA 11 11 0 24 0 0 398174 64750 0 0 5216 80478 8301 9019 411691 154247 5595 43591 0 0 0 0 0 0 0 12806 32083 18401 75674 393290 78573 1112821 1189732 5222 3560 1107599 1186172 X PALMER MEMORIAL FOUNDATION'S MISSION IS TO FUND THE HEALTHCARE NEEDS OF OUR COMMUNITY THAT ADVANCE HEALTH AND WELL-BEING IN OUR SERVICE AREA THROUGH PARTICIPATION AND ORGANIZATION OF SUCH ACTIVITIES DESIGNATED TO PROMOTE HEALTH INITIATIVES. THIS MISSION WILL BE DONE WITH THE FOLLOWING VALUES IN THE FOREFRONT: COMPASSION, SUPPORT, GENEROSITY, GROWTH, INTEGRITY. 0 0 63930 43591 0 PALMER MEMORIAL FOUNDATION WAS ESTABLISHED IN 1975 AS A NON-PROFIT ORGANIZATION WHOSE SOLE OBJECTIVE AND PURPOSE IS TO FUND THE HEALTHCARE NEEDS OF NORTHEAST IOWA. OVER THE YEARS, GIFTS LARGE AND SMALL HAVE ASSISTED THE FOUNDATION IN PROVIDING NEW TECHNOLOGY, EDUCATION, SERVICES AND PROGRAMS TO THE COMMUNITY AND PALMER LUTHERAN HEALTH CENTER. DURING 2024, PALMER MEMORIAL FOUNDATION GRANTED FUNDS FOR THE FOLLOWING ITEMS: CARDIAC REHAB MONITOR, BOOKS AND VARIOUS SUPPLIES FOR HOSPICE PATIENTS, A DONOR BOARD, BEREAVEMENT GIFTS FOR HOSPICE FAMILIES, WAITING ROOM CHAIRS, MEALS FOR OB PATIENT FAMILIES, A PATIO AND FURNITURE FOR EMPLOYEES AND PATIENTS TO UTILIZE, AND SUPPLIES FOR A TEDDY BEAR CLINIC. 63930 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BRENDA MOSER 5634223811 112 JEFFERSON ST WEST UNION IA 52175 X TANYA ROHWER PRESIDENT 2.00 X X 0 0 0 MATT COWLEY TREASURER 2.00 X X 0 0 0 TINA JACOBS SECRETARY 2.00 X X 0 0 0 PATRICE KUENNEN ADMINISTRATOR 2.00 X 0 0 0 ABBY AMBROSON DIRECTOR 2.00 X 0 0 0 CLINT AMBROSON DIRECTOR 2.00 X 0 0 0 ANNE BRITT DIRECTOR 2.00 X 0 0 0 DEREK HEINS DIRECTOR 2.00 X 0 0 0 CYNDII LAMPHIER DIRECTOR 2.00 X 0 0 0 BETSY NEFZGER DIRECTOR 2.00 X 0 0 0 VIC PAVLOVEC DIRECTOR 2.00 X 0 0 0 JAMIE HOEY FOUNDATION DIRECTOR 2.00 X 0 0 0 BRENDA MOSER FINANCE ADMINISTRATOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 13590 51160 8000 64750 1565 1565 78913 0 78913 78913 78913 2460 13590 7544 -5084 -5084 14103 14103 14103 154247 0 0 89497 43591 43591 11744 11744 EMPLOYEE RECOGNITION 10555 10555 COMMUNITY OUTREACH 7700 7700 FUND REQUEST 2084 2084 75674 63930 11744 0 518302 516300 594519 673432 1112821 1189732 5222 3560 5222 3560 X 1107599 1186172 1107599 1186172 1112821 1189732 78573 0 X 0 0 0 X 105974 228142 99410 49830 64750 548106 105974 228142 99410 49830 64750 548106 215371 332735 1717 1393 1934 1137 1565 7746 10980 7359 0 18339 942 14103 15045 589236 0.56470 0.63110 X PART II, SHORT YEAR EXPLANATION: THE 2022 COLUMN OF PART II REPRESENTS A SHORT-YEAR PERIOD FROM JANUARY 1, 2023 THROUGH SEPTEMBER 30, 2023 DUE TO A CHANGE IN YEAR END. THE REASON FOR THIS CHANGE IS DUE TO A MERGER WITH THE BELLIN GUNDERSEN HEALTH SYSTEM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 16050 13590 2460 250 3500 3794 16050 13590 2460 250 3500 3794 7544 -5084 1 PALMER LUTHERAN HEALTH CENTER INC 112 JEFFERSON ST WEST UNION IA 52175 421320763 501(C)(3) 43591 0 PURCHASE OF MEDICAL EQUIPMENT 1 0 PART I, LINE 2: DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN ORDER FOR PALMER LUTHERAN HEALTH CENTER TO RECEIVE GRANT FUNDING FROM THE ORGANIZATION, IT IS REQUIRED TO PROVIDE PROOF OF PURCHASE PRIOR TO PURCHASING THE ITEM THE GRANT FUNDING IS FOR. FORM 990, PART VI, SECTION A, LINE 2 JAMIE HOEY & TINA JACOBS ARE SISTERS. DEREK HEINS IS COMMERCIAL/AG OFFICER AT BANK 1ST, WHERE THE FOUNDATION DOES THEIR BANKING. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD REVIEWED THE CHANGES TO THE BY-LAWS PRESENTED BY THE DIRECTOR. CHANGES CONSISTED OF: MEMBERS DECREASING TO 11; MISSION AND VALUES. NEW MISSION/VISION- PALMER MEMORIAL FOUNDATION'S MISSION IS TO FUND THE HEALTHCARE NEEDS OF OUR COMMUNITY THAT ADVANCE HEALTH AND WELL-BEING IN OUR SERVICE AREA THROUGH PARTICIPATION AND ORGANIZATION OF SUCH ACTIVITIES DESIGNATED TO PROMOTE HEALTH INITIATIVES. THIS MISSION WILL BE DONE WITH THE FOLLOWING VALUES IN THE FOREFRONT: COMPASSION, SUPPORT, GENEROSITY, GROWTH, INTEGRITY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THIS CORPORATION INCLUDES THOSE CITIZENS, EIGHTEEN (18) YEARS OF AGE OR OLDER, WHO HAVE PURCHASED AN ANNUAL TWENTY-FIVE DOLLAR ($25.00) VOTING MEMBERSHIP OR WHO HAVE CONTRIBUTED AN ANNUAL MINIMUM OF TWENTY-FIVE DOLLARS ($25.00) AS A DONATION TO THIS CORPORATION. MEMBERSHIP MAY ALSO INCLUDE AN ORGANIZATION, GROUP OR FAMILY CONTRIBUTING A MINIMUM OF TWENTY-FIVE ($25.00) AS A DONATION OR MEMORIAL TO THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBERSHIP SHALL AUTHORIZE THE HOLDER TO CAST ONE (1) VOTE PER VOTING MEMBERSHIP AT ANY DULY CALLED MEETING OF THE MEMBERSHIP OF THE CORPORATION. IN THE EVENT THAT THE MEMBERSHIP IS A GROUP, ORGANIZATION OR FAMILY, THE VOTE SHALL BE CAST BY ITS PRESIDENT OR DESIGNEE. THIS MEMBERSHIP WILL ALSO QUALIFY THE VOTING MEMBER TO HOLD ANY OFFICE IN THE CORPORATION TO WHICH HE OR SHE MAY BE ELECTED OR APPOINTED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DIRECTOR AND THE FOUNDATION DIRECTOR REVIEW THE 990 BEFORE IT IS FILED. THE ENTIRE BOARD OF DIRECTORS RECEIVES A COPY OF THE 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES. THE SIGNED POLICIES ARE REVIEWED BY PALMER LUTHERAN HEALTH CENTER'S COMPLIANCE COMMITTEE. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON AREAS WHERE THERE IS CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.