Nonprofit · EIN 94-3076293
ST CHARLES FOUNDATION INC
Tax-exempt · BEND, OR 97701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,767,119 | $1,685,845 | $1,081,274 | $16,343,029 | $144,380 | $16,198,649 |
| December 31, 2023 | 990 | $2,605,002 | $1,581,907 | $1,023,095 | $14,690,293 | $179,615 | $14,510,678 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,140,845
- Program service revenue
- $0
- Investment income
- $534,885
- Net gain from sales of assets
- $472,342
- Net income from fundraising events
- $91,389
- Other revenue
- $91,389
Expenses
- Grants and similar amounts paid
- $1,589,959
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,589,959
- Management and general (functional)
- $84,461
- Fundraising (functional)
- $11,425
Balance sheet and other
- Total assets, start of year
- $14,690,293
- Total assets, end of year
- $16,343,029
- Total liabilities, end of year
- $144,380
- Net assets, end of year
- $16,198,649
- Publicly traded securities
- $5,746,602
- Net assets without donor restrictions
- $3,762,320
- Net assets with donor restrictions
- $12,436,329
- Gross receipts
- $10,165,506
- Employees
- 0
- Volunteers
- 110
- Year formed
- 1987
- State of legal domicile
- OR
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 |
|---|---|---|---|---|---|
| Steve Gordon | Director Trustee or director | 1 | $0 | $2,044,248 | $38,534 |
| Swafford Matthew | Ex-Officio Officer | 1 | $0 | $995,432 | $131,411 |
| Darren Binder | Secretary Officer | 1 | $0 | $698,956 | $108,257 |
| Joan Ching | Director Trustee or director | 1 | $0 | $612,024 | $30,871 |
| Jenny O'Bryan | Executive Dir. Officer | 50 | $0 | $221,386 | $19,947 |
| Jim Lussier | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bill Kuhn | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Connie Newport | Director Trustee or director | 1 | $0 | $0 | $0 |
| Norwyn Newby | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sharon Gueck | Director Trustee or director | 1 | $0 | $0 | $0 |
| Talena Barker | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Salzer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Louis Capozzi | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marvin Kaplan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Alger | Director Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Mitchell | Director Trustee or director | 1 | $0 |
| Ann Thompson | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Steve Gordon | Director Trustee or director | 1 | $0 | $1,522,421 | $42,273 |
| Simmons Iman | Director Trustee or director | 1 | $0 | $707,926 | $113,217 |
| Swafford Matthew | Ex-Officio Officer | 1 | $0 | $655,939 | $116,908 |
| Darren Binder | Secretary Officer | 1 | $0 | $557,623 | $99,070 |
| Joan Ching | Director Trustee or director | 1 | $0 | $367,940 | $41,654 |
| Jeremiah Brickhouse | Director Trustee or director | 1 | $0 | $289,592 | $58,196 |
| Kayley Mendenhall | Executive Dir. Officer | 20 | $0 | $261,038 | $42,843 |
| Jim Lussier | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bill Kuhn | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Connie Newport | Director Trustee or director | 1 | $0 | $0 | $0 |
| Norwyn Newby | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sharon Gueck | Director Trustee or director | 1 | $0 | $0 | $0 |
| Talena Barker | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Salzer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Louis Capozzi | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marvin Kaplan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Alger | Director Trustee or director | 1 | $0 | $0 | $0 |
| Matt Mitchell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Thompson | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2500 NE NEFF RD, BEND, OR 97701-6015
- Principal officer (990 for 2024)
- Swafford Matthew, 2500 NE Neff Rd, BEND, OR 97701
- Signed the 990
- Swafford Matthew, Ex-Officio
- Phone
- (541) 706-2929
Mission
To solicit, receive, and maintain gifts of money and property in order to provide financial support for St. Charles Health System, Inc. (SCHS). This support assists the SCHS mission, which is in a spirit of love and compassion, better health, better care, better value.
Program accomplishments
- St. Charles Foundation (The Foundation) provides charitable support for the programs and services of SCHS, to address urgent and emerging health care needs in the region. The Foundation is committed to improving the health of the community by supporting projects that contribute to exceptional patient care at regional hospitals. Donor funds sustain and enhance the health care resources available to the community by expanding programs and services, supporting physicians and staff, and providing necessary support to improve facilities and equipment.Expenses $1,589,959 · grants $1,589,959
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
- 94-3076293
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E70)
- Assets (IRS master file)
- $16,343,029
- Income (IRS master file)
- $10,165,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,767,119 | $1,685,845 | $16,343,029 | XML |
| 990 | December 2023 | $2,605,002 | $1,581,907 | $14,690,293 | XML |
| 990 | December 2022 | $1,481,944 | $1,487,268 | $13,088,156 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-3076293).
Questions about ST CHARLES FOUNDATION INC
- What is the EIN of ST CHARLES FOUNDATION INC?
- The employer identification number (EIN) of ST CHARLES FOUNDATION INC is 94-3076293.
- Is ST CHARLES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ST CHARLES FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST CHARLES FOUNDATION INC 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 ST CHARLES FOUNDATION INC 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 ST CHARLES FOUNDATION INC 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 ST CHARLES FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Swafford Matthew.
- Who are the officers and directors of ST CHARLES FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does ST CHARLES FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,767,119, expenses of $1,685,845 and total assets of $16,343,029 at year end.
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