2024-11-13T10:16:48-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-01-01 341407996 ST LUKE FOUNDATION STLU 3304992486 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 JOYCE MOHLER CFO 3304992486 2024-11-11 1 1 JENNIFER COLEMAN P00743188 3304972000 2024-11-11 2023 2024-10-15 13:58:12Z JOYCE MOHLER 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 734370 0 9386 X WWW.STLLC.ORG X C 1983 OH 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. 4 4 0 4 0 0 609667 542326 0 0 650735 118093 522 73951 1260924 734370 98451 26584 0 0 0 0 0 0 0 319398 49973 417849 76557 843075 657813 6646960 7443175 138341 153413 6508619 7289762 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. 0 0 44149 26584 0 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. 44149 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 OH X JOYCE MOHLER CFO 3304998341 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 JOHN SPIELER CEO 5.00 35.00 X 0 360663 42651 JOYCE MOHLER CFO 5.00 35.00 X 0 95211 10445 KAREN JESKE TRUSTEE 1.00 1.00 X 0 0 0 RONALD L KYLE TRUSTEE 1.00 1.00 X 0 0 0 CHARLES A MANDATOR TRUSTEE 1.00 0.00 X 0 0 0 JOHN L REYES TRUSTEE 1.00 0.00 X 0 0 0 0 455874 53096 0 0 1 0 0 542326 542326 72656 72656 45437 0 45437 45437 45437 MISCELLANEOUS INCOME 900099 73951 73951 73951 734370 0 0 192044 2150 2150 24434 24434 9389 9389 3475 3475 17149 17149 1608 1415 193 1003 883 120 MISCELLANEOUS 17349 15267 2082 76557 44149 32408 0 60008 123108 334998 334998 4000 4000 1496317 37897 1458420 1458420 2701141 2390430 2088393 3132219 6646960 7443175 57379 57385 80962 96028 138341 153413 X 6508619 7289762 6508619 7289762 6646960 7443175 X 657813 124084 -754 X 0 1 X 1 0 X 64253 30483 19609 109667 33678 257690 64253 30483 19609 109667 33678 257690 45188 212502 164051 162069 208733 125754 72656 733263 1229 150 523 1902 953 73951 74904 1067759 0.19900 0.20640 X OUR FOUNDATION QUALIFIES FOR THE TEN PERCENT FACTS AND CIRCUMSTANCES TEST. OUR FOUNDATION NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC.OUR FOUNDATION IS ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS AND HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, WITH AN ACTION PLAN DESIGNED TO ATTRACT SUPPORT FROM ALL PUBLIC SOURCES OF GRANTS AND DONATIONS. THE FOUNDATION'S POLICIES AND MISSION FOCUSSES ON SOLICITATION OF FUNDS FOR PURPOSES WHICH ARE NOT OTHERWISE FUNDED BY MEDICAID OR MEDICARE. FUNDS RECEIVED FOR SUCH PURPOSES ARE GRANTED FOR SUCH RESTRICTED PURPOSES AND ARE NOT HELD FOR LENGTHY PERIODS AS AN ENDOWMENT OF ANY KIND.THE FOUNDATION HAS ALSO TRADITIONALLY RECEIVED DONATIONS FROM A REPRESENTATIVE NUMBER OF PERSONS, HAVING EXISTED SINCE 1983, OUR ACTIVITIES ALL RELATE TO THE LONG TERM CARE COMMUNITY AND UNDER-SUPPORTED PATIENTS. OUR FOUNDATION ALSO HAS A GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AS FOCUSED ON THE LONG-TERM CARE SECTOR AND FIELD RATHER THAN THE PERSONAL OR PRIVATE INTEREST OF A LIMITED NUMBER OF DONORS. OUR DIRECTORS ARE INDIVIDUALS WHO HAVE SPECIAL KNOWLEDGE AND EXPERTISE IN LONG-TERM CARE AND THE FINANCING OF SUCH CARE. THEY ALSO COMPREHEND AND ARE IMMERSED IN THE VIEWS AND INTERESTS OF THE COMMUNITY.BASED ON THE ABOVE AND OUR CLEAR HISTORY OF COMPLIANCE AND FOCUS ON A VERY UNIQUE MISSION, THE FOUNDATION MEETS THE SPECIAL FACTS AND CIRCUMSTANCES TEST. WE SERVE THE GENERAL PUBLIC AT LARGE IN THE COMMUNITY BY SUPPORTING INDIVIDUALS IN NEED OF LONG TERM CARE, NOT ALREADY FUNDED BY MEDICAID OR MEDICARE. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: OPERATING GRANT DATE: 12/31/22 AMOUNT: 500000. DESCRIPTION: BEQUEST DATE: 12/31/23 AMOUNT: 508648. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1458420 1458420 37897 37897 0 1458420 ACCOUNTS RECEIVABLE - RELATED PARTY 3132219 3132219 GIFT ANNUITY PAYABLE 7292 ACCOUNTS PAYABLE - RELATED PARTY 88736 96028 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT & TRUST 1 0 0 RESIDENT ASSISTANCE 2 24434 PART I, LINE 2: THE FOUNDATION HAS A POLICY IN PLACE REGARDING RESIDENT ASSISTANCE AT THE ST LUKE COMMUNITY AT PORTAGE LAKES. THE CONDITIONS FOR ELIGIBILITY ARE DOCUMENTED AND CONSISTENT. 0 0 0 0 0 0 0 0 0 JOHN SPIELER CEO 0 360663 0 0 0 0 0 16500 0 26151 0 403314 0 0 PART I, LINE 3: THE ORGANIZATION'S CEO IS COMPENSATED BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY USING WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS PROVIDED TO MANAGEMENT FOR THEIR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -754. THE WATERFORD AT ST LUKE 201 HOLL ROAD NORTH CANTON OH 44720 341719940 INDEPENDENT LIVING OH 501(C)(3) LINE 10 N/A 0 ST LUKE LUTHERAN COMMUNITY - PORTAGE LAKES 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 030483122 LONG-TERM CARE OH 501(C)(3) LINE 10 N/A 0 ST LUKE LUTHERAN COMMUNITY 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 030483120 LONG-TERM CARE OH 501(C)(3) LINE 10 N/A 0 ST LUKE LUTHERAN COMMUNITY - MASSILLON 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 030483116 LONG-TERM CARE OH 501(C)(3) LINE 10 N/A 0 ST LUKE LUTHERAN HOME 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 340777664 LONG-TERM CARE OH 501(C)(3) LINE 10 N/A 0 ST LUKE LUTHERAN COMMUNITY - MINERVA 220 APPLEGROVE STREET NE NORTH CANTON OH 44720 263108193 ASSISTED LIVING OH 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0