Nonprofit · EIN 44-6014699
SAINT LUKES FOUNDATION
Tax-exempt · KANSAS CITY, MO 64131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $39,304,754 | $24,662,478 | $14,642,276 | $284,577,913 | $10,490,364 | $274,087,549 |
| December 31, 2023 | 990 | $15,740,107 | $19,590,586 | -$3,850,479 | $257,443,739 | $6,090,653 | $251,353,086 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $23,421,216
- of which government grants
- $541,767
- Program service revenue
- $2,800,000
- Investment income
- $13,084,968
- Royalties
- $6,704
- Net rental income
- $307,579
- Net gain from sales of assets
- $9,909,540
- Net income from fundraising events
- -$323,497
- Other revenue
- -$1,430
Expenses
- Grants and similar amounts paid
- $18,458,310
- Compensation of officers, directors and key employees
- $634,227
- Other salaries and wages
- $2,538,315
- Salaries, compensation and benefits (total)
- $3,904,405
- Professional fundraising fees
- $0
- Legal fees
- $350
- Accounting fees
- $10,000
- Occupancy
- $644,010
- Travel
- $61,580
- Depreciation
- $274,178
- Program services (functional)
- $19,408,762
- Management and general (functional)
- $2,901,699
- Fundraising (functional)
- $2,352,017
Balance sheet and other
- Total assets, start of year
- $257,443,739
- Total assets, end of year
- $284,577,913
- Total liabilities, end of year
- $10,490,364
- Net assets, end of year
- $274,087,549
- Land, buildings and equipment
- $10,995,965
- Publicly traded securities
- $326,316
- Net assets without donor restrictions
- $22,700,217
- Net assets with donor restrictions
- $251,387,332
- Gross receipts
- $45,820,033
- Employees
- 21
- Volunteers
- 82
- Year formed
- 1963
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Charles V Robb | DIRECTOR Trustee or director | 2 | $0 | $2,371,297 | $58,893 |
| JULIE QUIRIN | DIRECTOR Trustee or director | 2 | $0 | $2,205,625 | $88,823 |
| Ruby Meierotto MD | DIRECTOR Trustee or director | 2 | $0 | $910,142 | $49,771 |
| Tracy Stevens MD | VICE CHAIR-DIRECTOR Trustee or director, Officer | 2 | $0 | $657,611 | $53,103 |
| Yvonne Miller | CEO & PRES-DIRECTOR Trustee or director, Officer | 40 | $537,762 | $0 | $96,464 |
| PATRICIA MARTIN MD | DIRECTOR Trustee or director | 2 | $0 | $548,968 | $42,054 |
| Brad Steinle MD | DIRECTOR Trustee or director | 2 | $0 | $495,070 | $36,990 |
| Karin Olds MD | DIRECTOR Trustee or director | 2 | $0 | $425,840 | $39,037 |
| Lisa Havenhill | VP-FINANCE Officer | 13 | $0 | $321,533 | $83,003 |
| ANDREA CATHEY | VP-PLANNED GIVING Highest-paid employee | 40 | $250,102 | $0 | $39,082 |
| Brian Walton | FORMER CFO TERM ENDED 1/2020 Former | 0 | $0 | $161,917 | $18,514 |
| Christie Ruhl | PHILANTHROPY DIR Highest-paid employee | 40 | $154,888 | $0 | $23,850 |
| Laura Berger | DEV CORP ENGAGEMENT DIR Highest-paid employee | 40 | $135,656 | $0 | $16,632 |
| Susan Melton | SR DEVELOPMENT OFFICER Highest-paid employee | 40 | $135,927 | $0 | $8,573 |
| Jessica Osban | FDTN OPERATIONS DIR Highest-paid employee | 40 | $128,821 | $0 | $14,539 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chip Moxley | TREASURER-DIRECTOR Trustee or director, Officer | 2 | $0 |
| Keith Asel | CHAIRPERSON-DIRECTOR Trustee or director, Officer | 2 | $0 |
| Thomas W Wagstaff | SECRETARY-DIRECTOR Trustee or director, Officer | 2 | $0 |
| ALLEN DILLINGHAM | DIRECTOR Trustee or director | 2 | $0 |
| David Hunt | DIRECTOR Trustee or director | 2 | $0 |
| Greg Bentz | DIRECTOR Trustee or director | 2 | $0 |
| JAMES UHLMANN | DIRECTOR Trustee or director | 2 | $0 |
| JULIE CHESLIK | DIRECTOR Trustee or director | 2 | $0 |
| Kathryn Richman Wallace | DIRECTOR Trustee or director | 2 | $0 |
| Lyndsey Lowrey | DIRECTOR Trustee or director | 2 | $0 |
| STEFANIE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 |
| William Matthew McInnes | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Chuck V Robb | DIRECTOR Trustee or director | 2 | $0 | $7,758,929 | $53,354 |
| Melinda Estes MD | DIRECTOR - TERM ENDED 12/31/23 Trustee or director | 2 | $0 | $4,406,603 | $41,789 |
| Ruby Meierotto MD | DIRECTOR Trustee or director | 2 | $0 | $979,495 | $47,468 |
| Tracy Stevens MD | VICE CHAIR-DIRECTOR Trustee or director, Officer | 2 | $0 | $657,227 | $50,958 |
| PATRICIA MARTIN MD | DIRECTOR Trustee or director | 2 | $0 | $535,986 | $39,777 |
| Yvonne Miller | CEO & PRES-DIRECTOR Trustee or director, Officer | 50 | $461,344 | $0 | $98,391 |
| Brad Steinle MD | DIRECTOR Trustee or director | 2 | $0 | $469,569 | $51,181 |
| John Helzberg MD | VP-FOUNDATION DEVELOPMENT Officer | 24 | $0 | $430,832 | $41,030 |
| Karin Olds MD | DIRECTOR Trustee or director | 2 | $0 | $371,046 | $37,074 |
| Lisa Havenhill | CFO Officer | 16 | $0 | $275,632 | $77,384 |
| Christie Ruhl | DIRECTOR-PHILANTHROPY Highest-paid employee | 40 | $142,851 | $0 | $40,335 |
| ANDREA CATHEY | VP-PLANNED GIVING Highest-paid employee | 40 | $165,265 | $0 | $12,555 |
| Brian Walton | FORMER CFO TERM ENDED 1/2020 Former | 0 | $0 | $157,327 | $15,434 |
| Laura Berger | DIRECTOR-DEV CORP ENGAGEMENT Highest-paid employee | 40 | $133,445 | $0 | $26,907 |
| Jessica Osban | DIRECTOR-FDTN OPERATIONS Highest-paid employee | 40 | $124,190 | $0 | $34,415 |
| Susan Melton | SR DEVELOPMENT OFFICER Highest-paid employee | 40 | $134,022 | $0 | $7,530 |
| Chip Moxley | TREASURER-DIRECTOR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Keith Asel | CHAIRPERSON-DIRECTOR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Thomas W Wagstaff | SECRETARY-DIRECTOR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALLEN DILLINGHAM | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| Greg Bentz | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES UHLMANN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| Jermee Jones | DIRECTOR - TERM END 5/23 Trustee or director | 2 | $0 | $0 | $0 |
| JULIE CHESLIK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| Kathryn Richman Wallace | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEFANIE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| William Matthew McInnes | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 901 E 104TH STREET 100 SE, KANSAS CITY, MO 64131-4517
- In care of
- % LISA WALTERS
- Principal officer (990 for 2024)
- Yvonne Miller, 901 E 104th Street, Kansas City, MO 64131
- Signed the 990
- Yvonne Miller, CEO
- Phone
- (816) 932-2252
- Return prepared by
- Forvis Mazars LLP
Mission
THE SPONSORSHIP OF SPECIFIC PROJECTS AND PROGRAMS TO IMPROVE AND SUPPORT MEDICAL SERVICES TO THE PATIENTS SERVED BY THE SAINT LUKE'S HEALTH SYSTEM, AND IN CONNECTION WITH SUCH ACTIVITIES, TO PROMOTE HEALTH EDUCATION, TRAINING, PREVENTION AND RESEARCH PROGRAMS.
Program accomplishments
- IN 2024, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES: CAPITAL FACILITIES AND EQUIPMENT AT SAINT LUKE'S HEALTH SYSTEM ENTITIES. MEDICAL EDUCATION PROGRAMS - EXPENDITURES TO SUPPORT MEDICAL EDUCATION THROUGH ACTIVITIES OF MEDICAL CHAIR HOLDERS, RESIDENCY, AND FELLOWSHIP PROGRAMS. RESEARCH PROGRAMS - FUNDING PROVIDED MEDICAL RESEARCH PROJECTS. MEDICAL PROGRAMS - PROJECTS TO ENHANCE THE DELIVERY OF CARE AND EXCELLENCE OF SAINT LUKE'S HEALTH SYSTEM MEDICAL PROGRAMS. SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR SCHOLARSHIPS OR AWARDS TO SYSTEM EMPLOYEES, healthcare students at local universities, OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HEALTH SYSTEM.Expenses $19,408,762 · grants $18,458,310 · revenue $2,800,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 44-6014699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $284,577,913
- Income (IRS master file)
- $45,820,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $39,304,754 | $24,662,478 | $284,577,913 | IRS |
| 990 | December 2023 | $15,740,107 | $19,590,586 | $257,443,739 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $15,499,568 | $22,309,959 | $240,837,584 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 44-6014699).
Questions about SAINT LUKES FOUNDATION
- What is the EIN of SAINT LUKES FOUNDATION?
- The employer identification number (EIN) of SAINT LUKES FOUNDATION is 44-6014699.
- Is SAINT LUKES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to SAINT LUKES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAINT LUKES FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAINT LUKES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAINT LUKES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAINT LUKES FOUNDATION?
- The 990 for the year ended December 31, 2024 names Yvonne Miller.
- Who are the officers and directors of SAINT LUKES FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 27 people; 6 received compensation from the organization.
- How much revenue does SAINT LUKES FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $39,304,754, expenses of $24,662,478 and total assets of $284,577,913 at year end.
Other nonprofits in KANSAS CITY
- CHILDRENS MERCY HOSPITAL EIN 44-0605373 · last filed 990 for 2025
- ST LUKES HOSPITAL OF KANSAS CITY EIN 44-0545297 · last filed 990 for 2023
- TRUMAN MEDICAL CENTER INCORPORATED EIN 44-0661018 · last filed 990 for 2025
- SAINT LUKES PHYSICIAN GROUP INC EIN 43-1598353 · last filed 990 for 2023
- SAINT LUKES HEALTH SYSTEM INC EIN 43-1747502 · last filed 990 for 2023
- SAINT LUKES NORTH HOSPITAL EIN 44-0565393 · last filed 990 for 2023
- UNIVERSITY HEALTH PHYSICIANS EIN 43-1009163 · last filed 990 for 2025
- SWOPE HEALTH SERVICES EIN 43-0957840 · last filed 990 for 2024