St Luke Foundation FY2021 filing

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The St. Luke Foundation is a non-profit corporation and sole owner of St. Luke home health services LLC, which provides home health care to the southwest mississippi community. The Foundation also provides charity care to patients who are unable to pay.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 64-0902808) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
$675K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $2.4M a year · 15% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
67%
of spending
67% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$675K
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
9.8 mo
of spending, in cash
9.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8.5M
25% of total assets
Liabilities are 25% of assets.
Pt X · Ln 26
Independent board members
2
of 5 voting members
2 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$17.7M
+24% vs prior year
Spent
$12.8M
To programs
67%
Net assets
$25.3M
By yearFY2020–FY2025
Revenue
$17.7M
FY2021▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$14.3M
FY2021$17.7M
FY2022$14.8M
FY2023$16.1M
FY2024$17.3M
FY2025$14.7M
Expenses
$12.8M
FY2021▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$11.6M
FY2021$12.8M
FY2022$14.5M
FY2023$12.2M
FY2024$14.9M
FY2025$14.7M
Net assets
$25.3M
FY2021▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020$20.4M
FY2021$25.3M
FY2022$25.7M
FY2023$29.7M
FY2024$32.1M
FY2025$32.1M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2002.

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

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $8.6M Management & general 33% · $4.2M

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

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Who runs it and what they're paid

10 people listed on the 990; $675K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Physical Therapist
$164,813Pt VII · Sec A
Physical Therapist
$162,534Pt VII · Sec A
Physical Therapist
$129,132Pt VII · Sec A
Physical Therapist
$111,893Pt VII · Sec A
Regional Clinical Director
$106,372Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Christopher Thompson’s $252K as Physical Therapist is at the 33rd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Christopher Thompson$251,507$251,507$175,469$162,083$164,813—
Matthew Mattox$148,413$148,413$169,258———
James D May$163,722$163,722$165,012$165,023$162,534$126,839
Clay English$122,507$122,507$125,229$131,595$129,132$123,682
Rebecca Newman——$127,937$117,888$111,893—
Elizabeth R Myrick———$120,417——
Brian Wallace$118,050$118,050————
Stephanie L Bunch————$106,372$103,927

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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 15aYes

Programs and updates

Provides healthcare services to Southwest Mississippi communities.

Questions for St Luke Foundation

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1 program · $8.6M · in their own filed words · FY2020
01

Formed for the purpose of providing home health care and clinical services to the southwest mississippi community.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 64-0902808) · Dispute this line
$8.6Mprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$17.7M
Ln 12
Fees for servicesLn 2g$15.8M
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$588K
Money outPt IX
$12.8M
Ln 25
Programscol B$8.6M
Managementcol C$4.2M
Owns and owesPt X
$25.3M
net assets · Ln 32
Cash and savingsLn 1–2$10.5M
Total assetsLn 16$33.8M
LiabilitiesLn 26$8.5M
PeoplePt VI, VII
10
listed · VII A
PaidVII A5
Voting boardVI 1a5
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.3M
Fees for servicesLn 2g$15.8M
Investment incomeLn 3$18K
Other incomeLn 4–11$588K
Gains on assetsLn 7$4K
Total revenueLn 12$17.7M
Assets in detailPt X, end of year
CashLn 1$10.5M
Cash and savings togetherLn 1–2$10.5M
Accounts receivableLn 4$1.6M
Inventories for sale or useLn 8$44K
Prepaid expenses and deferred chargesLn 9$30K
Land, buildings, equipmentLn 10c$5.5M
InvestmentsLn 11–13$6.5M
Other assetsLn 15$9.6M
Total assetsLn 16$33.8M
LiabilitiesLn 26$8.5M
Net assetsLn 32$25.3M
OperationsPt I, VI
EmployeesI 5175
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$12.6M$10.5M
InvestmentsLn 11–13$6.5M
Land, buildings, equipmentLn 10c$5.2M$5.5M
Total assetsLn 16$30.4M$33.8M
LiabilitiesLn 26$10.0M$8.5M
Net assetsLn 32$20.4M$25.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$7.6M$6.0M$1.6M
Other employee benefitsLn 9$1.5M$1.1M$306K
Legal feesLn 11b$21K$21K
Accounting feesLn 11c$97K$97K
Other fees for servicesLn 11g$551$551
Advertising and promotionLn 12$82K$82K
Office expensesLn 13$66K$66K
OccupancyLn 16$166K$166K
Conferences, conventions and meetingsLn 19$10K$10K
InterestLn 20$135K$135K
Depreciation, depletion and amortizationLn 22$577K$577K
InsuranceLn 23$25K$25K
Other expenses (24a–d)Ln 24$1.9M$1.3M$628K
All other expensesLn 24e$639K$82K$557K
Total functional expensesLn 25$12.8M$8.6M$4.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 9, 2026 $14.7M$14.7M$3K$32.1M 990 PDF
FY2024Filed with the IRS Jul 15, 2025 $17.3M$14.9M$2.4M$32.1M 990 PDF
FY2023Filed with the IRS Jul 16, 2024 $16.1M$12.2M$4.0M$29.7M 990 PDF
FY2022Filed with the IRS Aug 10, 2023 $14.8M$14.5M$315K$25.7M 990 PDF
FY2021 ViewingFiled with the IRS Jun 27, 2022 $17.7M$12.8M$4.9M$25.3M 990 PDF
FY2020Filed with the IRS Apr 30, 2021 $14.3M$11.6M$2.7M$20.4M 990 PDF

Schedules filed Part IV

A · Public support I · Grants J · Pay O · Explanations
See the full FY2021 990
Part I · Summary $17,739,199 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$1,296,779
I-9 Program service revenuePrior year $14,019,733$15,836,940
I-10 Investment incomePrior year $23,533$21,384
I-11 Other revenuePrior year $251,717$584,096
I-12 Total revenuePrior year $14,294,983$17,739,199
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $7,977,271$9,066,302
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,605,823$3,750,301
I-18 Total expensesPrior year $11,583,094$12,816,603
I-19 Revenue less expensesPrior year $2,711,889$4,922,596
Part VI · Governance 2 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members2
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $17,739,199 across 8 lines filed
VIII-1e Government grants$1,296,779
VIII-1h Total contributions, gifts and grants$1,296,779
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,836,940$15,836,940
VIII-3 Investment incomeExcluded from tax $17,834$17,834
VIII-6 Net rental income or lossRelated to mission $603,789$603,789
VIII-7 Net gain or loss on sales of assetsRelated to mission $3,550$3,550
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$19,693−$19,693
VIII-12 Total revenueRelated to mission $16,424,586 · Unrelated business $0 · Excluded from tax $17,834$17,739,199
Part IX · Statement of functional expenses $12,816,603 across 14 lines filed
IX-7 Other salaries and wagesPrograms $6,039,319 · Management $1,572,217$7,611,536
IX-9 Other employee benefitsPrograms $1,149,265 · Management $305,501$1,454,766
IX-11b Legal feesManagement $21,194$21,194
IX-11c Accounting feesManagement $97,075$97,075
IX-11g Other fees for servicesManagement $551$551
IX-12 Advertising and promotionManagement $82,036$82,036
IX-13 Office expensesManagement $65,845$65,845
IX-16 OccupancyManagement $165,510$165,510
IX-19 Conferences, conventions and meetingsManagement $9,688$9,688
IX-20 InterestManagement $134,607$134,607
IX-22 Depreciation, depletion and amortizationManagement $577,024$577,024
IX-23 InsuranceManagement $25,396$25,396
IX-24 Other expenses (24a–d)Programs $1,303,762 · Management $628,370$1,932,132
IX-24e All other expensesPrograms $81,950 · Management $557,293$639,243
IX-25 Total functional expensesPrograms $8,574,296 · Management $4,242,307 · Fundraising $0$12,816,603
Part X · Balance sheet $33,823,952 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $12,601,796$10,464,594
X-4 Accounts receivableStart of year $1,560,267$1,636,141
X-8 Inventories for sale or useStart of year $33,243$43,989
X-9 Prepaid expenses and deferred chargesStart of year $37,736$30,311
X-10c Land, buildings and equipment, netStart of year $5,153,158$5,510,132
X-12 Other securities$6,541,064
X-15 Other assetsStart of year $10,993,657$9,597,721
X-16 Total assetsStart of year $30,379,857$33,823,952
X-17 Accounts payable and accrued expensesStart of year $1,010,212$1,512,162
X-19 Deferred revenueStart of year $679,050$0
X-23 Secured mortgages and notes payableStart of year $8,277,600$6,976,199
X-26 Total liabilitiesStart of year $9,966,862$8,488,361
X-27 Net assets without donor restrictionsStart of year $20,412,995$25,335,591
X-32 Total net assets or fund balancesStart of year $20,412,995$25,335,591
X-33 Total liabilities and net assetsStart of year $30,379,857$33,823,952
Part XI · Reconciliation of net assets $25,335,591 net assets at year end
XI-1 Total revenue$17,739,199
XI-2 Total expenses$12,816,603
XI-3 Revenue less expenses$4,922,596
XI-4 Net assets at start of year$20,412,995
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$25,335,591

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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