St Luke Foundation: Nonprofit Profile, Financials & Form 990 (EIN 34-1407996)

Revenue by fiscal year
FY2020	$206K
FY2021	$400K
FY2022	$1.3M
FY2023	$734K

Expenses by fiscal year
FY2020	$119K
FY2021	$217K
FY2022	$418K
FY2023	$77K

Net assets by fiscal year
FY2020	$6.2M
FY2021	$6.7M
FY2022	$6.5M
FY2023	$7.3M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Jan 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

58%

42%

Program services 58% · $44K Management & general 42% · $32K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation

John Spieler

CEO

$0Pt VII · Sec A

Joyce Mohler

CFO

$0Pt VII · Sec A

Karen Jeske

Trustee

$0Pt VII · Sec A

Ronald L Kyle

Trustee

$0Pt VII · Sec A

Charles a Mandator

Trustee

$0Pt VII · Sec A

John L Reyes

Trustee

$0Pt VII · Sec A

See St Luke Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Enriches older adults' lives and supports long-term care providers through faith-based services.

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1 program · $44K · in their own filed words · FY2023

01

ST. Luke foundation provides faith-based services to enrich the lives of older adults and to make distributions to exempt organizations under section 501(c)(3) that provide support for long-term care.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 34-1407996) · Dispute this line

$44Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2023

Thrivent Financial for LutheransFY2023$10K

Total grants receivedfrom 1 funder$10K

Grants paid · 5 grants · $138K · 2021–2023

Unitemized GrantFY2023$24,434

St Luke Lutheran Community Portage LakesOH · FY2022$66,543

St Luke Lutheran Community - MinervaOH · FY2022$17,125

Unitemized GrantFY2022$14,783

Unitemized GrantFY2021$15,378

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$734K

Ln 12

Gifts and grantsLn 1h$542K

Other incomeLn 4–11$119K

Investment incomeLn 3$73K

Money outPt IX

$77K

Ln 25

Programscol B$44K

Managementcol C$32K

Owns and owesPt X

$7.3M

net assets · Ln 32

Cash and savingsLn 1–2$123K

Total assetsLn 16$7.4M

LiabilitiesLn 26$153K

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a4

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$542K

Investment incomeLn 3$73K

Other incomeLn 4–11$119K

Gains on assetsLn 7$45K

Total revenueLn 12$734K

Assets in detailPt X, end of year

SavingsLn 2$123K

Cash and savings togetherLn 1–2$123K

Notes and loans receivableLn 7$335K

Prepaid expenses and deferred chargesLn 9$4K

Land, buildings, equipmentLn 10c$1.5M

InvestmentsLn 11–13$2.4M

Other assetsLn 15$3.1M

Total assetsLn 16$7.4M

LiabilitiesLn 26$153K

Net assetsLn 32$7.3M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$60K	$123K
InvestmentsLn 11–13	$2.7M	$2.4M
Land, buildings, equipmentLn 10c	$1.5M	$1.5M
Total assetsLn 16	$6.6M	$7.4M
LiabilitiesLn 26	$138K	$153K
Net assetsLn 32	$6.5M	$7.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$2K	$2K
Grants to domestic individualsLn 2	$24K	$24K
Management feesLn 11a	$9K		$9K
Accounting feesLn 11c	$3K		$3K
Investment management feesLn 11f	$17K		$17K
OccupancyLn 16	$2K	$1K	$193
InsuranceLn 23	$1K	$883	$120
Other expenses (24a–d)Ln 24	$17K	$15K	$2K
Total functional expensesLn 25	$77K	$44K	$32K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2023 Latest ViewingFiled with the IRS Nov 13, 2024	$734K	$77K	$658K	$7.3M	990 PDF
FY2022Filed with the IRS Nov 7, 2023	$1.3M	$418K	$843K	$6.5M	990 PDF
FY2021Filed with the IRS Oct 13, 2022	$400K	$217K	$183K	$6.7M	990 PDF
FY2020Filed with the IRS Oct 26, 2021	$206K	$119K	$87K	$6.2M	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2023 990

Part I · Summary $734,370 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $609,667$542,326

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $650,735$118,093

I-11 Other revenuePrior year $522$73,951

I-12 Total revenuePrior year $1,260,924$734,370

I-13 Grants and similar amounts paidPrior year $98,451$26,584

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $319,398$49,973

I-18 Total expensesPrior year $417,849$76,557

I-19 Revenue less expensesPrior year $843,075$657,813

Part VI · Governance 4 of 4 board members independent, 4 to look at

VI-1a Voting members of the governing body4

VI-1b Independent voting members4

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $734,370 across 6 lines filed

VIII-1f All other contributions, gifts and grants$542,326

VIII-1h Total contributions, gifts and grants$542,326

VIII-3 Investment incomeExcluded from tax $72,656$72,656

VIII-7 Net gain or loss on sales of assetsExcluded from tax $45,437$45,437

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $73,951$73,951

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $192,044$734,370

Part IX · Statement of functional expenses $76,557 across 8 lines filed

IX-1 Grants to domestic organizationsPrograms $2,150$2,150

IX-2 Grants to domestic individualsPrograms $24,434$24,434

IX-11a Management feesManagement $9,389$9,389

IX-11c Accounting feesManagement $3,475$3,475

IX-11f Investment management feesManagement $17,149$17,149

IX-16 OccupancyPrograms $1,415 · Management $193$1,608

IX-23 InsurancePrograms $883 · Management $120$1,003

IX-24 Other expenses (24a–d)Programs $15,267 · Management $2,082$17,349

IX-25 Total functional expensesPrograms $44,149 · Management $32,408 · Fundraising $0$76,557

Part X · Balance sheet $7,443,175 assets, 13 lines filed

X-2 Savings and temporary cash investmentsStart of year $60,008$123,108

X-7 Notes and loans receivableStart of year $334,998$334,998

X-9 Prepaid expenses and deferred chargesStart of year $4,000$4,000

X-10c Land, buildings and equipment, netStart of year $1,458,420$1,458,420

X-11 Publicly traded securitiesStart of year $2,701,141$2,390,430

X-15 Other assetsStart of year $2,088,393$3,132,219

X-16 Total assetsStart of year $6,646,960$7,443,175

X-17 Accounts payable and accrued expensesStart of year $57,379$57,385

X-25 Other liabilitiesStart of year $80,962$96,028

X-26 Total liabilitiesStart of year $138,341$153,413

X-27 Net assets without donor restrictionsStart of year $6,508,619$7,289,762

X-32 Total net assets or fund balancesStart of year $6,508,619$7,289,762

X-33 Total liabilities and net assetsStart of year $6,646,960$7,443,175

Part XI · Reconciliation of net assets $7,289,762 net assets at year end

XI-1 Total revenue$734,370

XI-2 Total expenses$76,557

XI-3 Revenue less expenses$657,813

XI-4 Net assets at start of year$6,508,619

XI-5 Net unrealized gains (losses) on investments$124,084

XI-9 Other changes in net assets−$754

XI-10 Net assets at end of year$7,289,762

Form 990 e-file FY2023 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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St Luke Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for St Luke Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV