2025-11-13T15:27:17-06:00 2024-12-31 990 2024-01-01 421106819 ST LUKE'S HEALTH CARE FOUNDATION STLU 3193697716 810 1ST AVENUE NE 2ND FLOOR CEDAR RAPIDS IA 52402 MARY KLINGER PRESIDENT 3193697796 2025-11-04 0 2024 2025-03-06 01:10:19Z CASEY GREENE 810 1ST AVENUE NE 2ND FLOOR CEDAR RAPIDS IA 52402 20345913 0 X WWW.UNITYPOINT.ORG (SEE SCH O) X 1977 IA TO SUPPORT ST. LUKE'S HOSPITAL AS THE PREMIER RESOURCE FOR IMPROVING THE HEALTH OF EASTERN IOWANS. 16 16 0 16 0 0 4105588 3835502 604804 662692 2032669 4286405 48899 75589 6791960 8860188 4737703 3538551 0 0 755901 812514 48000 48000 848388 487579 480499 6029183 4879564 762777 3980624 65735852 68887909 4875368 1604215 60860484 67283694 X TO SUPPORT ST. LUKE'S HOSPITAL AS THE PREMIER RESOURCE FOR IMPROVING THE HEALTH OF EASTERN IOWANS. 0 0 3538551 3538551 738281 GRANTS, ALLOCATIONS AND PROGRAM SUPPORTST. LUKE'S HEALTH CARE FOUNDATION PURPOSE IS TO RAISE FUNDS TO MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND SERVICES OF ST. LUKE'S METHODIST HOSPITAL IN CEDAR RAPIDS, IOWA, AND TO PROVIDE BROADER HOSPITAL, MEDICAL AND EDUCATIONAL SERVICE OPPORTUNITIES TO ITS PATIENTS, STUDENTS, STAFF, FACULTY AND RESIDENTS OF THE GEOGRAPHICAL AREA IT SERVES. IT SUPPORTS THE MISSIONS OF ST. LUKE'S HEALTHCARE AND ITS SUBSIDIARIES BY RAISING FINANCIAL CONTRIBUTIONS AND INVESTING THE PROCEEDS.THE GRANTS, ALLOCATIONS AND PROGRAM SUPPORT SERVICES MAY INCLUDE:CONTRIBUTIONS TO ST. LUKE'S METHODIST HOSPITAL FOR EQUIPMENT PURCHASES, TO OFFSET OPERATING EXPENSES AND MISCELLANEOUSSCHOLARSHIPS AND/OR LECTURESHIPS AWARDED TO INDIVIDUALS ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITALGRANTS TO LOCAL RURAL HEALTH COMMUNITIES ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITALMISCELLANEOUS GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS AND/OR INDIVIDUALS ASSOCIATED WITH ST. LUKE'S METHODIST HOSPITAL 3538551 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAN LAGRANGE 5152416289 1776 WEST LAKES PKWY STE 400 WEST DES MOINES IA 50266 LOIS BUNTZ BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 KATHY EPLEY BOARD CHAIR 1.00 0.00 X X 0 0 0 CASEY GREENE BOARD MEMBER & MKT PRESIDENT (SLMH) 1.00 0.00 X X 0 0 0 LUCAS HICKS BOARD TREASURER & MKT VP FINANCE 1.00 0.00 X X 0 0 0 BRIAN GLOBOKAR BOARD MEMBER 1.00 0.00 X 0 0 0 GUY JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 JAKE KENDALL BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH KREWER MD BOARD MEMBER 1.00 0.00 X 0 0 0 JIM LEVETT MD BOARD MEMBER 1.00 0.00 X 0 0 0 GENE NEIGHBOR BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN OVEL BOARD MEMBER 1.00 0.00 X 0 0 0 DONALD PAYNTER MD BOARD MEMBER 1.00 0.00 X 0 0 0 GWEN RANDALL BOARD MEMBER 1.00 0.00 X 0 0 0 CONNIE ROBINSON BOARD MEMBER 1.00 0.00 X 0 0 0 BETSY SOUER BOARD MEMBER 1.00 0.00 X 0 0 0 MARY HAGEN BOARD MEMBER 1.00 0.00 X 0 0 0 MARY KLINGER PRESIDENT 40.00 0.00 X 207194 0 34349 207194 0 34349 0 0 1 1 0 317657 575595 2942250 34310 3835502 SUBS & JOINT VENTURES 900099 662692 662692 662692 1826656 1826656 13945474 11485725 2459749 2459749 2459749 MISCELLANEOUS 900099 75589 75589 75589 8860188 738281 0 4286405 3538551 3538551 212066 52813 159253 494135 177193 316942 20748 7440 13308 54145 19416 34729 31420 11267 20153 861 861 28745 28745 48000 48000 228449 222500 5949 52126 52126 493 493 17620 17620 2403 2403 404 404 7333 7333 MISCELLANEOUS EXPENSE 140069 140069 INCOME TAXES 2996 2996 BAD DEBT EXPENSE -1000 -1000 4879564 3538551 492625 848388 955795 1346034 519574 1377670 2259 1992 435214 425325 17222 9889 57173396 58753447 116918 100923 6950688 7297954 65735852 68887909 259040 138714 4616328 1465501 4875368 1604215 X 11091870 13628295 49768614 53655399 60860484 67283694 65735852 68887909 X 3980624 2282545 160041 X 0 1 X 1 0 X 2996179 3897278 2216243 4105589 3835502 17050791 2996179 3897278 2216243 4105589 3835502 17050791 2639259 14411532 777088 1142324 1506553 1575104 1826657 6827726 23878517 2514661 0.60350 0.58900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46427713 63160 4683780 970068 50204585 44011442 138197 3912349 1634275 46427713 50286483 1599269 -5277041 2597269 44011442 45720230 103991 6168997 1706735 50286483 43094486 338028 4495663 2207947 45720230 0.20174 0.30144 0.49682 0 0 209240 209240 0 225974 216085 9889 9889 INVESTMENT IN SUBSIDIARIES (ST. LUKE'S DEVELOPMENT CO.) 2125251 C BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5172703 F 7297954 LIABILITIES UNDER SPLIT INTEREST AGREEMENT 49901 DUE TO AFFILIATES 1277733 MISCELLANEOUS LIABILITY 137867 1465501 X 13724374 2282545 3466831 5749376 7974998 222499 662691 885190 8860188 7301162 2644098 2644098 4657064 222499 1 222500 4879564 PART V, LINE 4: THE ORGANIZATION RETAINS FUNDS FOR INTENDED FUTURE USES, INCLUDING PURCHASE OF EQUIPMENT, INDIGENT CARE, FUNDING OF MISSION RELATED OPERATIONS, AND HEALTH EDUCATION. IN ADDITION, SOME FUNDS ARE HELD FOR INVESTMENT IN PERPETUITY. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). FLOWEVER, IT MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAD NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 3,306,789. CHANGE IN BENEFICIAL INTEREST IN TRUSTS 160,041. ROUNDING 1. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES 662,691. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY ELIMINATING ENTRIES (ST. LUKE'S DEVELOPMENT CO.) 2,644,098. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. X X X X X 1 THOMPSON & ASSOCIATES 112 WESTWOOD PLACE SUITE 250 BRENTWOOD TN 37027 CONSULTING/PLANNED GIVING 0 48000 0 0 48000 IA SCHEDULE G, PART I, LINE 2B, COLUMN (V) THOMPSON & ASSOCIATES PROVIDES CONSULTING TO FOUNDATION; CONDUCTS SEMINARS/PRESENTATIONS ON PLANNED GIVING. 1 HELEN G NASSIF COMMUNITY CANCER CENTER 202 10TH ST SE 285 CEDAR RAPIDS IA 52403 452671609 501(C)(3) 302269 0 PROGRAM SUPPORT ST LUKE'S METHODIST HOSPITAL 1026 A AVE NE CEDAR RAPIDS IA 524025074 420504780 501(C)(3) 2693627 0 PROGRAM SUPPORT UNITYPOINT AT HOME 1776 WEST LAKES PKWY STE 400 WEST DES MOINES IA 50266 421477471 501(C)(3) 228696 0 PROGRAM SUPPORT UNITYPOINT CLINICS 1777 WEST LAKES PKWY STE 400 WEST DES MOINES IA 50267 421411630 501(C)(3) 21548 0 PROGRAM SUPPORT ABBE CENTER FOR COMMUNITY HEALTH INC (1040) 740 N 15TH AVE STE A HIAWATHA IA 52233 421045257 501(C)(3) 6947 0 PROGRAM SUPPORT ABBE CENTER FOR MENTAL HEALTH (1041) 740 N 15TH AVE STE A HIAWATHA IA 52233 421045257 501(C)(3) 13654 0 PROGRAM SUPPORT ABBE AGING SERVICES (1044) 740 N 15TH AVE STE A HIAWATHA IA 52233 427085316 501(C)(3) 257251 0 PROGRAM SUPPORT ABBE MANAGEMENT CORP (1045) 740 N 15TH AVE STE A HIAWATHA IA 52233 421361755 12207 0 PROGRAM SUPPORT 7 1 PART I, LINE 2: GRANTS TO GOVERNMENTS AND ORGANIZATIONS: IRC SECTION 501(C)(3) ORGANIZATIONS RECEIVING GRANTS MUST PROVIDE EVIDENCE OF THEIR TAX EXEMPT STATUS. EACH ORGANIZATION RECEIVING FUNDING MUST SUBMIT A WRITTEN UPDATE, INCLUDING APPLICABLE EVIDENCE TO SUPPORT THE FUNDS WERE USED FOR THE INTENDED PURPOSE. SCHOLARSHIPS: BEFORE THE STUDENT CAN RECEIVE SCHOLARSHIP FUNDS, THEY MUST PROVIDE EVIDENCE OF ENROLLMENT FROM THE SCHOOL THEY ARE ATTENDING. AT THE CONCLUSION OF THEIR SEMESTER, THEY ARE REQUIRED TO SUBMIT A TRANSCRIPT OF RESULTS. CHECKS FOR SCHOLARSHIPS ARE JOINTLY ISSUED TO THE HIGHER EDUCATION INSTITUTION AND STUDENT. RURAL INITATIVE GRANTS: GRANTS ARE LIMITED TO COMMUNITIES IN THE ST. LUKE'S HOSPITAL MARKET AREA. GRANTEES ARE REQUIRED TO SUBMIT AN ANNUAL REPORT STATING HOW THE FUNDS HAVE BEEN UTILIZED. THE GRANTS ARE TYPICALLY IN SUPPORT OF EQUIPMENT PURCHASES. 0 0 0 0 0 0 0 0 0 MARY KLINGER PRESIDENT 187688 0 9334 0 10172 0 10125 0 24224 0 241543 0 0 0 FORM 990, PART VII, SECTION A, LINE 5: ST. LUKE'S METHODIST HOSPITAL PAYS COMPENSATION TO MARY KLINGER, IN THE AMOUNTS OF: BASE PAY $187,688, BONUS & INCENTIVE COMPENSATION $9,334, OTHER COMPENSATION $10,172, DEFERRED COMPENSATION $10,125, NONTAXABLE BENEFITS $24,224. ST. LUKE'S HEALTH CARE FOUNDATION REIMBURSES ST. LUKE'S METHODIST HOSPITAL FOR PART OF THE COMPENSATION PAID TO MARY KLINGER. X 4 34310 FAIR MARKET VALUE 0 1 0 FORM 990, LINE J, WEBSITE: WWW.UNITYPOINT.ORG/GIVING/ST-LUKES-FOUNDATION-CEDAR-RAPIDS FORM 990, PART VI, SECTION A, LINE 7A ST. LUKE'S METHODIST HOSPITAL APPOINTS AT LEAST ONE BOARD MEMBER, THE ST. LUKE'S METHODIST HOSPITAL CEO AND CFO, ARE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY UNITYPOINT HEALTH'S CORPORATE SERVICES TAX DEPARTMENT AND GOES THROUGH TWO LEVELS OF REVIEW WITHIN THE DEPARTMENT WITH ULTIMATE APPROVAL BY THE DIRECTOR OF TAX SERVICES. THE DIRECTOR OF TAX SERVICES MEETS WITH THE FINANCE EXECUTIVE AND REVIEWS KEY PARTS OF THE FORM 990 UTILIZING A PRESENTATION SUMMARY. A COPY OF THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD VIA THE BOARD PORTAL ALONG WITH A REVIEW GUIDE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE QUESTIONNAIRE IS SENT TO ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. PERSONS REQUIRED TO REPORT, WHO HAVE NOT RETURNED QUESTIONNAIRES, WILL BE CONTACTED AND FOLLOW-UP WILL CONTINUE ON A REGULAR BASIS IN AN EFFORT TO RECEIVE COMPLETE AND ACCURATE RESPONSES FROM ALL PERSONS. THE INFORMATION DISCLOSED WILL BE USED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST AND TO ASSIST IN COMPLETING IRS QUESTIONNAIRES. THE DUTY TO IDENTIFY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST IS A DUTY THAT IS ONGOING. ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL IMMEDIATELY DISCLOSE SUCH POTENTIAL CONFLICT OR DUALITY OF INTEREST AS SOON AS THE INTEREST OCCURS. DISCLOSURE SHOULD BE MADE TO THE COVERED PERSON'S SUPERVISOR, DIRECTOR OF THE ORGANIZATION, OR THE BOARD CHAIR OF THE ORGANIZATION, AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RELIES ON AN UNRELATED ORGANIZATION TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION BASED ON FAIR MARKET VALUE. THE COMPENSATION AND BENEFITS OF THE OTHER PERSONS LISTED ON FORM 990, PART VII WAS ESTABLISHED BY AN INDEPENDENT PERSON/COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT AND/OR COMPENSATION SURVEY OR STUDY FOR SIMILARLY QUALIFED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. COMPENSATION AND BENEFITS ARE BASED ON THE FAIR MARKET VALUE OF THE SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 ST. LUKE'S HEALTH CARE FOUNDATION MAKES AVAILABLE TO THE PUBLIC THE ORGANIZATION'S BOARD OF DIRECTORS LIST ON ITS WEBSITE. FORM 990 TAX INFORMATION, CONFLICT OF INTEREST POLICY, AND WHISTLEBLOWER POLICY ARE AVAILABLE TO THE PUBLIC THROUGH ST. LUKE'S METHODIST HOSPITAL'S WEBSITE (WWW.UNITYPOINT.ORG/LOCATIONS/UNITYPOINT-HEALTH---ST-LUKES-HOSPITAL). FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 160,041. CHARITABLE REMAINDER UNITRUST #2 INVESTMENT IA ST LUKE'S HEALTH CARE FOUNDATION T 1 ST LUKE'S DEVELOPMENT COMPANY 1026 A AVENUE NE CEDAR RAPIDS IA 52402 421353658 LESSOR NONRESIDENTIAL REAL ESTATE IA ST LUKE'S HEALTH CARE FOUNDATION C 3262225 12964061 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0