Southcentral Foundation FY2021 filing

Tax-deductible

Anchorage, AK501(c)(3)Since 1982Health CareEIN 92-0086076

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Southcentral Foundation (SCF) was incorporated as a nonprofit organization under Alaska state law in 1982. SCF's objective is to improve the health, educational, cultural, social and economic conditions of Alaska Natives by providing health services primarily in the Anchorage and Matanuska-Susitna valley, along with other areas of Alaska. The Indian health service provides funding to SCF to cover the costs of health services provided to eligible beneficiaries at the Alaska Native Medical Center. In addition, SCF administers other federal and state funded programs.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$5.6M 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
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
5 of 5
filings with a surplus
Average surplus $123.4M a year · 22% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$5.6M
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
11
named funders · $4.9M
Looks good: 11 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$225.4M
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 8 voting members
Concern: none of 8 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$622.6M
+31% vs prior year
Spent
$399.3M
To programs
99%
Net assets
$940.8M
By yearFY2020–FY2024
Revenue
$622.6M
FY2021▲ +31%
Revenue by fiscal year
FY2020$475.0M
FY2021$622.6M
FY2022$546.9M
FY2023$562.9M
FY2024$633.7M
FY2024$807.2M
Expenses
$399.3M
FY2021▲ +3%
Expenses by fiscal year
FY2020$388.1M
FY2021$399.3M
FY2022$453.3M
FY2023$471.9M
FY2024$511.5M
FY2024$556.4M
Net assets
$940.8M
FY2021▲ +35%
Net assets by fiscal year
FY2020$698.1M
FY2021$940.8M
FY2022$974.7M
FY2023$1.1B
FY2024$1.3B
FY2024$1.5B

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

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1982.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $394.6M Management & general 1% · $4.7M

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

16 people listed on the 990; $5.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President & CEO
$1,337,982Pt VII · Sec A
VP, Medical Svc
$697,928Pt VII · Sec A
$624,537Pt VII · Sec A
VP of Org and Dev
$573,821Pt VII · Sec A
Dentist Specialist
$556,620Pt VII · Sec A
Vice President
$490,593Pt VII · Sec A
Senior Director
$489,720Pt VII · Sec A
$466,709Pt VII · Sec A

April Kyle’s $794K as President CEO is at the 41st percentile of top reported officer pay among 1747 $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

NameFY2024FY2024FY2023FY2022FY2021FY2020
Katherine Gottlieb————$1,337,982$713,758
Sarah Satow$660,257$673,323$958,547$878,313$556,620$554,931
April Kyle$794,258$736,576$750,780$620,458$466,709$404,977
Douglas Eby$713,549$724,903$747,048$748,201$697,928$646,613
Kevin Gottlieb————$490,593$709,370
Dana Damron MD$664,150—————
Lee Olson———$647,657$624,537—
Ronald L Olson—————$644,281

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 Southcentral 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides educational resources and support for students and educators.

Provided by the organization

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3 program services account for $394.6M of program spending, described in the organization's own filed words · FY2020.
01

Federal Funds

Activities related to contracts with IHS, US DHSS, and Dept of Agriculture.

$392.2Mprogram expense
02

Other program funds to improve health, educational, social, cultural, and economic conditions of Alaska Native People.

$1.3Mprogram expense
03

State Funds

Activities related to contracts with the State of Alaska Department of Health and Social Services.

$1.1Mprogram 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 · FY2024
See all 11 funders →
Grants paid · 185 grants · $18.4M · 2019–2024
Unitemized GrantFY2024$883,029
University of WashingtonFY2024$292,312
University of AlaskaAK · FY2024$189,565
F5 ProjectND · FY2024$105,000
University of AlaskaAK · FY2024$99,750
Stone Soup GroupAK · FY2024$92,916
Mayo ClinicMN · FY2024$85,794
Unitemized GrantFY2024$79,972
University of Arkansas for MeFY2024$79,673
Unitemized GrantFY2024$57,656
Unitemized GrantFY2024$25,000
Unitemized GrantFY2024$7,624
Unitemized GrantFY2024$3,732
Unitemized GrantFY2024$2,770
Unitemized GrantFY2024$2,650
Unitemized GrantFY2024$2,500
Unitemized GrantFY2024$2,083
See all 185 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$622.6M
Ln 12
Gifts and grantsLn 1h$384.3M
Fees for servicesLn 2g$223.3M
Investment incomeLn 3$13.6M
Money outPt IX
$399.3M
Ln 25
Programscol B$394.6M
Managementcol C$4.7M
Owns and owesPt X
$940.8M
net assets · Ln 32
Cash and savingsLn 1–2$67.4M
Total assetsLn 16$1.2B
LiabilitiesLn 26$225.4M
PeoplePt VI, VII
16
listed · VII A
PaidVII A15
Voting boardVI 1a8
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$384.3M
Government grantsLn 1e$382.9M
Fundraising eventsLn 1c$56K
Fees for servicesLn 2g$223.3M
Investment incomeLn 3$13.6M
Other incomeLn 4–11$1.4M
Gains on assetsLn 7$6.1M
Total revenueLn 12$622.6M
Assets in detailPt X, end of year
CashLn 1$28.2M
SavingsLn 2$39.2M
Cash and savings togetherLn 1–2$67.4M
InvestmentsLn 11–13$730.9M
Land, buildings, equipmentLn 10c$308.4M
Other assetsLn 15$12.5M
Total assetsLn 16$1.2B
LiabilitiesLn 26$225.4M
Net assetsLn 32$940.8M
OperationsPt I, VI
EmployeesI 53,331
Fiscal year endsHeaderSeptember
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 FY21End FY21
Cash and savingsLn 1–2$84.7M$67.4M
InvestmentsLn 11–13$474.1M$730.9M
Land, buildings, equipmentLn 10c$303.8M$308.4M
Total assetsLn 16$881.2M$1.17B
LiabilitiesLn 26$183.1M$225.4M
Net assetsLn 32$698.1M$940.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$564K$564K
Grants to domestic individualsLn 2$1.4M$1.4M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$1.6M$1.6M
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$201.3M$160.9M$40.3M
Pension plan contributionsLn 8$11.8M$9.3M$2.6M
Other employee benefitsLn 9$24.3M$19.0M$5.3M
Payroll taxesLn 10$13.1M$10.2M$2.9M
Management feesLn 11a$0
Legal feesLn 11b$1.6M$1.6M
Accounting feesLn 11c$63K$63K
Lobbying feesLn 11d$97K$97K
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$1.0M$1.0M
Other fees for servicesLn 11g$97.6M$87.9M$9.7M
Advertising and promotionLn 12$460K$246K$214K
Office expensesLn 13$1.7M$877K$859K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$4.9M$1.5M$3.4M
TravelLn 17$1.1M$1.1M$68K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$2.9M$61K$2.9M
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$16.1M$5.6M$10.5M
InsuranceLn 23$828K$511$827K
Other expenses (24a–d)Ln 24$12.2M$9.2M$3.0M
All other expensesLn 24e$4.6M$86.9M−$82.3M
Total functional expensesLn 25$399.3M$394.6M$4.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $633.7M$511.5M$122.3M$1.3B 990 PDF
FY2023 $562.9M$471.9M$91.0M$1.1B 990 PDF
FY2022 $546.9M$453.3M$93.6M$974.7M 990 PDF
FY2021 Viewing $622.6M$399.3M$223.3M$940.8M 990 PDF
FY2020 $475.0M$388.1M$86.9M$698.1M 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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $622,602,552 across 12 lines filed
VIII-1c Fundraising events$56,226
VIII-1e Government grants$382,901,417
VIII-1f All other contributions, gifts and grants$1,317,042
VIII-1h Total contributions, gifts and grants$384,274,685
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $223,262,576$223,262,576
VIII-3 Investment incomeExcluded from tax $7,497,481$7,497,481
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $561,313$561,313
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,138,885$6,138,885
VIII-8 Net income from fundraising eventsExcluded from tax −$53,361−$53,361
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $920,973$920,973
VIII-12 Total revenueRelated to mission $224,183,549 · Excluded from tax $14,144,318$622,602,552
Part IX · Statement of functional expenses $399,310,793 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $564,044$564,044
IX-2 Grants to domestic individualsPrograms $1,393,685$1,393,685
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $1,639,419$1,639,419
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $160,924,321 · Management $40,332,063$201,256,384
IX-8 Pension plan contributionsPrograms $9,278,340 · Management $2,565,789$11,844,129
IX-9 Other employee benefitsPrograms $18,970,101 · Management $5,288,222$24,258,323
IX-10 Payroll taxesPrograms $10,186,805 · Management $2,868,054$13,054,859
IX-11a Management fees$0
IX-11b Legal feesManagement $1,560,984$1,560,984
IX-11c Accounting feesManagement $62,989$62,989
IX-11d Lobbying feesManagement $97,266$97,266
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $1,026,100$1,026,100
IX-11g Other fees for servicesPrograms $87,899,167 · Management $9,735,887$97,635,054
IX-12 Advertising and promotionPrograms $246,276 · Management $213,537$459,813
IX-13 Office expensesPrograms $876,999 · Management $858,763$1,735,762
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,533,189 · Management $3,362,932$4,896,121
IX-17 TravelPrograms $1,065,348 · Management $68,037$1,133,385
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $60,856 · Management $2,869,617$2,930,473
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $5,588,550 · Management $10,511,690$16,100,240
IX-23 InsurancePrograms $511 · Management $827,497$828,008
IX-24 Other expenses (24a–d)Programs $9,187,383 · Management $3,038,106$12,225,489
IX-24e All other expensesPrograms $86,865,293 · Management −$82,257,027$4,608,266
IX-25 Total functional expensesPrograms $394,640,868 · Management $4,669,925 · Fundraising $0$399,310,793
Part X · Balance sheet $1,166,251,953 assets, 22 lines filed
Asset lines not itemized here account for $2,310,558; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $6,544,292$28,185,043
X-2 Savings and temporary cash investmentsStart of year $78,121,831$39,246,309
X-3 Pledges and grants receivableStart of year $3,672,506$17,506,391
X-4 Accounts receivableStart of year $5,888,206$8,934,864
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $2,737,909$18,259,778
X-10c Land, buildings and equipment, netStart of year $303,845,701$308,393,756
X-11 Publicly traded securitiesStart of year $474,086,394$730,859,157
X-12 Other securitiesStart of year $31,690$31,690
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $6,267,420$12,524,407
X-16 Total assetsStart of year $881,195,949$1,166,251,953
X-17 Accounts payable and accrued expensesStart of year $8,715,720$10,765,807
X-19 Deferred revenueStart of year $18,017,723$58,436,801
X-20 Tax-exempt bond liabilitiesStart of year $20,032,582$17,383,531
X-25 Other liabilitiesStart of year $45,852,119$54,284,503
X-26 Total liabilitiesStart of year $183,075,261$225,415,288
X-27 Net assets without donor restrictionsStart of year $697,632,248$940,314,463
X-28 Net assets with donor restrictionsStart of year $488,440$522,202
X-32 Total net assets or fund balancesStart of year $698,120,688$940,836,665
X-33 Total liabilities and net assetsStart of year $881,195,949$1,166,251,953
Part XI · Reconciliation of net assets $940,836,665 net assets at year end
XI-1 Total revenue$622,602,552
XI-2 Total expenses$399,310,793
XI-3 Revenue less expenses$223,291,759
XI-4 Net assets at start of year$698,120,688
XI-5 Net unrealized gains (losses) on investments$15,440,253
XI-9 Other changes in net assets$3,983,965
XI-10 Net assets at end of year$940,836,665

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

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