ST LUKE'S HEALTH FOUNDATION OF SIOUX CITY IOWA (EIN 421301885) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

JANE ARNOLD

Phone

7122793500

Tax Period

2023-01-01 to 2023-12-31

ST LUKE'S HEALTH FOUNDATION OF SIOUX CITY IOWA, founded in 1987, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 54% operating margin.

Mission

ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF SIOUXLAND BY OBTAINING FUNDS TO SUPPORT HEALTH-CARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,754,301

Program Service Revenue $0

Investment Income $130,506

Other Revenue $94,948

TOTAL REVENUE $3,979,755

Expense Breakdown

Grants Paid $1,233,613

Salaries & Benefits $424,672

Fundraising Expenses $477,096

Program Expenses $1,233,613

Other Expenses $110,847

TOTAL EXPENSES $1,835,132

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,979,755	$2,369,896	+0.7%
Expenses	$1,835,132	$2,355,098	-0.2%
Net Income	$2,144,623	$14,798	+143.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,991,499

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TASHA BARKER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KRIS CRAIGHEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE CRONE	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA CROSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY HUNT	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE KRUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEN LETCH	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JULIANA MAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY MILLS	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSH SHERER	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
EMILY VONDRAK	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD VORTHERMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEX WATTERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE ARNOLD FR 1023	PRESIDENT/CEO (NIHC)	1.00	Officer	$251,848	$51,242	$303,090
LEAH GLASGO TO 1023	PRESIDENT/CEO (SC & FD)	1.00	Officer	$886,332	$94,671	$981,003
SARAH MARSH TO 923	INTERIM CFO (NIHC)	1.00	Officer	$283,879	$41,604	$325,483
LEAH KNAPP FR 923	VP FINANCE (NIHC)	1.00	Officer	$134,728	$38,337	$173,065
KARI WINKLEPLECK	PRESIDENT - FOUNDATION	40.00	Officer	$180,291	$28,567	$208,858

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,979,755	$1,835,132	$6,720,623	$2,144,623
2022	$2,369,896	$2,355,098	$4,501,551	$14,798
2021	$1,526,501	$1,255,488	$4,909,154	$271,013
2020	$1,860,839	$1,611,699	$4,467,916	$249,140
2019	$1,444,431	$1,704,383	$4,356,847	$-259,952
2018	$1,713,982	$1,708,288	$4,200,072	$5,694

ST LUKE'S HEALTH FOUNDATION OF SIOUX CITY IOWA