Trinity Health Foundation

Tax-deductible

Fort Dodge, IA501(c)(3)EIN 42-1222381

Supports trinity health systems' mission of "improving our community's health."

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
Run by 11 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.8M a year · 45% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $32K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$113K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.3M
+90% vs prior year
Spent
$2.6M
To programs
70%
Net assets
$36.9M
By yearFY2020–FY2024
Revenue
$4.3M
FY2024▲ +90%
Revenue by fiscal year
FY2020$3.0M
FY2021$5.7M
FY2022$4.8M
FY2023$2.2M
FY2024$4.3M
Expenses
$2.6M
FY2024▲ +11%
Expenses by fiscal year
FY2020$1.5M
FY2021$2.3M
FY2022$2.3M
FY2023$2.4M
FY2024$2.6M
Net assets
$36.9M
FY2024▲ +10%
Net assets by fiscal year
FY2020$26.9M
FY2021$30.9M
FY2022$30.0M
FY2023$33.7M
FY2024$36.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1984.

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

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $1.8M Management & general 15% · $399K Fundraising 15% · $381K

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

Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Vice Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Trinity Health Foundation executive salaries →

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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 15aYes

Programs and updates

Raises funds to expand facilities, services, and educational opportunities for Trinity Regional Medical Center and the surrounding Fort Dodge, Iowa community.

Provided by the organization

This section is blank until Trinity Health Foundation claims this page.

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1 program service account for $1.8M of program spending, described in the organization's own filed words · FY2024.
01

Grants, allocations and program supporttrinity health foundation's purpose is to raise funds to maintain, develop, increase and extend the facilities and services of trinity regional medical center in fort dodge, iowa, and to provide broader hospital, medical and educational service opportunities to its patients, students, staff, faculty…

$1.8Mprogram expense

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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 · FY2025
Total grants receivedfrom 1 funder$32K
Grants paid · 19 grants · $7.8M · 2020–2024
Trinity Regional Medical CenterIA · FY2024$1,656,760
Unitypoint at HomeIA · FY2024$113,692
Unitemized GrantFY2024$46,436
Trinity Regional Medical CenterIA · FY2023$1,457,617
Unitypoint at HomeIA · FY2023$170,949
Unitemized GrantFY2023$19,197
Trinity Regional Medical CenterIA · FY2022$1,408,084
Unitypoint at HomeIA · FY2022$112,534
Unitemized GrantFY2022$32,413
Trinity Regional Medical CenterIA · FY2021$1,450,216
Unitypoint at HomeIA · FY2021$105,043
Unitemized GrantFY2021$37,295
Unitemized GrantFY2020$43,399
Unitypoint at HomeIA · FY2020$41,823
See all 19 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$4.3M
Ln 12
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$2.1M
Other incomeLn 4–11$47K
Money outPt IX
$2.6M
Ln 25
Programscol B$1.8M
Managementcol C$399K
Fundraisingcol D$381K
Owns and owesPt X
$36.9M
net assets · Ln 32
Cash and savingsLn 1–2$734K
Total assetsLn 16$37.1M
LiabilitiesLn 26$113K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Noncash giftsLn 1g$215K
Fundraising eventsLn 1c$28K
Investment incomeLn 3$2.1M
Other incomeLn 4–11$47K
Gains on assetsLn 7$877K
Total revenueLn 12$4.3M
Assets in detailPt X, end of year
CashLn 1$542K
SavingsLn 2$192K
Cash and savings togetherLn 1–2$734K
InvestmentsLn 11–13$35.4M
Land, buildings, equipmentLn 10c$16K
Total assetsLn 16$37.1M
LiabilitiesLn 26$113K
Net assetsLn 32$36.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$538K$734K
InvestmentsLn 11–13$33.0M$35.4M
Land, buildings, equipmentLn 10c$21K$16K
Total assetsLn 16$34.5M$37.1M
LiabilitiesLn 26$799K$113K
Net assetsLn 32$33.7M$36.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.8M$1.8M
Grants to domestic individualsLn 2$46K$46K
Other salaries and wagesLn 7$283K$61K$222K
Pension plan contributionsLn 8$15K$3K$12K
Other employee benefitsLn 9$33K$7K$26K
Payroll taxesLn 10$18K$4K$14K
Professional fundraising feesLn 11e$76K$76K
Investment management feesLn 11f$324K$324K
Other fees for servicesLn 11g$10K$10K
Advertising and promotionLn 12$832$832
Office expensesLn 13$3K$3K
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$3K$3K
Other expenses (24a–d)Ln 24$12K$12K
Total functional expensesLn 25$2.6M$1.8M$399K$381K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $4.3M$2.6M$1.7M$36.9M 990 PDF
FY2023 $2.2M$2.4M−$112K$33.7M 990 PDF
FY2022 $4.8M$2.3M$2.5M$30.0M 990 PDF
FY2021 $5.7M$2.3M$3.3M$30.9M 990 PDF
FY2020 $3.0M$1.5M$1.5M$26.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $4,255,864 across 9 lines filed
Lines not itemized here account for $49,322 of total revenue; see the IRS return.
VIII-1c Fundraising events$27,626
VIII-1d Related organizations$629,988
VIII-1f All other contributions, gifts and grants$1,448,085
VIII-1g Noncash contributions (included above)$214,998
VIII-1h Total contributions, gifts and grants$2,105,699
VIII-3 Investment incomeExcluded from tax $1,226,055$1,226,055
VIII-7 Net gain or loss on sales of assetsExcluded from tax $877,481$877,481
VIII-8 Net income from fundraising eventsExcluded from tax −$2,693−$2,693
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,150,165$4,255,864
Part IX · Statement of functional expenses $2,603,494 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,776,978$1,776,978
IX-2 Grants to domestic individualsPrograms $46,436$46,436
IX-7 Other salaries and wagesManagement $61,140 · Fundraising $221,914$283,054
IX-8 Pension plan contributionsManagement $3,196 · Fundraising $11,599$14,795
IX-9 Other employee benefitsManagement $7,206 · Fundraising $26,154$33,360
IX-10 Payroll taxesManagement $3,987 · Fundraising $14,471$18,458
IX-11e Professional fundraising feesFundraising $76,336$76,336
IX-11f Investment management feesManagement $323,505$323,505
IX-11g Other fees for servicesFundraising $9,510$9,510
IX-12 Advertising and promotionFundraising $832$832
IX-13 Office expensesFundraising $3,261$3,261
IX-17 TravelFundraising $2,086$2,086
IX-19 Conferences, conventions and meetingsFundraising $2,639$2,639
IX-24 Other expenses (24a–d)Fundraising $12,244$12,244
IX-25 Total functional expensesPrograms $1,823,414 · Management $399,034 · Fundraising $381,046$2,603,494
Part X · Balance sheet $37,055,856 assets, 15 lines filed
Asset lines not itemized here account for $34,832; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $339,605$541,692
X-2 Savings and temporary cash investmentsStart of year $198,230$192,396
X-3 Pledges and grants receivableStart of year $855,824$732,985
X-8 Inventories for sale or useStart of year $134,771$144,126
X-10c Land, buildings and equipment, netStart of year $21,084$16,024
X-11 Publicly traded securitiesStart of year $26,453,369$28,727,859
X-13 Program-related investmentsStart of year $6,502,541$6,665,942
X-16 Total assetsStart of year $34,525,716$37,055,856
X-17 Accounts payable and accrued expensesStart of year $113,530$73,502
X-25 Other liabilitiesStart of year $684,983$39,799
X-26 Total liabilitiesStart of year $798,513$113,301
X-27 Net assets without donor restrictionsStart of year $22,085,008$24,351,080
X-28 Net assets with donor restrictionsStart of year $11,642,195$12,591,475
X-32 Total net assets or fund balancesStart of year $33,727,203$36,942,555
X-33 Total liabilities and net assetsStart of year $34,525,716$37,055,856
Part XI · Reconciliation of net assets $36,942,555 net assets at year end
XI-1 Total revenue$4,255,864
XI-2 Total expenses$2,603,494
XI-3 Revenue less expenses$1,652,370
XI-4 Net assets at start of year$33,727,203
XI-5 Net unrealized gains (losses) on investments$1,399,582
XI-9 Other changes in net assets$163,400
XI-10 Net assets at end of year$36,942,555

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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