ST LUKE COMMUNITY HEALTHCARE FOUNDATION

EIN: 810539096 501(c)(3) Health Care

RONAN, MT

Total Revenue
$393,565
Total Expenses
$119,470
Total Assets
$3,934,770
Net Assets
$3,921,574
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
MT
Principal Officer
STEVE TODD
Phone
4066764441
Tax Period
2023-01-01 to 2023-12-31

ST LUKE COMMUNITY HEALTHCARE FOUNDATION, founded in 2001, is a small nonprofit in the Health Care sector that reported $394K in total revenue in fiscal year 2023. The organization ran a surplus of $274K, a strong 70% operating margin.

Mission

THE FOUNDATION IS DEDICATED TO IMPROVING THE CARE AND COMFORT OF PATIENTS AT ST. LUKE COMMUNITY HEALTHCARE BY RAISING PRIVATE FUNDS THROUGH PHILANTHROPY AND THEN DISBURSING THOSE FUNDS INTO DESIGNATED PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $119,470 Revenue: $0

THE ST. LUKE COMMUNITY HEALTHCARE FOUNDATION WAS CREATED TO HELP MEET THE NEEDS OF PATIENTS, EMPLOYEES AND MEMBERS OF THE COMMUNITY. THROUGH ANNUAL GIFTS, ENDOWMENT ASSETS AND FUNDING OF MAJOR...

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THE ST. LUKE COMMUNITY HEALTHCARE FOUNDATION WAS CREATED TO HELP MEET THE NEEDS OF PATIENTS, EMPLOYEES AND MEMBERS OF THE COMMUNITY. THROUGH ANNUAL GIFTS, ENDOWMENT ASSETS AND FUNDING OF MAJOR FACILITIES, TECHNOLOGIES AND PROGRAMS, THE FOUNDATION AND THE COMMUNITY MEMBERS WHO SUPPORT IT HELP ENSURE ST. LUKE COMMUNITY HEALTHCARE CONTINUED LEADERSHIP IN HEALTH CARE.EACH YEAR THE FOUNDATION WORKS WITH DONORS TO RAISE AND INVEST FUNDS THAT HELP ST. LUKE COMMUNITY HEALTHCARE: MAINTAIN HEALTHCARE EXCELLENCE BY BRIDGING THE FINANCIAL GAP BETWEEN THE INCREASING COST OF PROVIDING SERVICES AND THE SHRINKING LEVEL OF REIMBURSEMENT FROM MEDICARE, MEDICAID AND PRIVATE INSURANCE; PURCHASE NEW EQUIPMENT AND MAKE OTHER NON-REIMBURSABLE CAPITAL INVESTMENTS THAT ALLOW ST. LUKE COMMUNITY HEALTHCARE TO PROVIDE PATIENTS WITH THE LATEST AND MOST TECHNOLOGICALLY ADVANCED CARE; PROVIDE ACCESS TO EXCELLENT HEALTHCARE TO A CULTURALLY AND ECONOMICALLY DIVERSE COMMUNITY; FORM PARTNERSHIPS WITH OTHER ORGANIZATIONS TO SUPPORT COMMUNITYWIDE HEALTH IMPROVEMENT EFFORTS; AND ENGAGE IN VALUABLE, NON-REIMBURSABLE MEDICAL ACTIVITIES, SUCH AS PHYSICIAN/STAFF TRAINING AND PATIENT/COMMUNITY EDUCATION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $186,602
Program Service Revenue $0
Investment Income $115,433
Other Revenue $91,530
TOTAL REVENUE $393,565

Expense Breakdown

Grants Paid $87,172
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $119,470
Other Expenses $32,298
TOTAL EXPENSES $119,470

Year-over-Year Comparison

2023 2022 Change
Revenue $393,565 $391,509 +0.0%
Expenses $119,470 $206,685 -0.4%
Net Income $274,095 $184,824 +0.5%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
7
Independent Members
5
Employees
N/A
Volunteers
5

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
4
$76,882
Total Directors
7
$520,564
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RAY AYLESWORTH CHAIR 1.00
Officer Director
$0 $0 $0
ANDY STARK VICE CHAIR 1.00
Officer Director
$0 $0 $0
KAREN DELLWO TREASURER 1.00
Officer Director
$0 $0 $0
MARK NELSON DIRECTOR 1.00
Director
$0 $0 $0
ROBIN NELSON DIRECTOR 1.00
Director
$0 $0 $0
STEVE TODD DIRECTOR/HOSPITAL CEO 1.00
Director
$0 $23,323 $381,561
JOEL ONSAGER DIRECTOR/HOSPITAL CFO 1.00
Director
$0 $10,075 $139,003
TERESA NYGAARD EXECUTIVE DIRECTOR 1.00
Officer
$0 $0 $76,882
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 $393,565 $119,470 $3,934,770 $274,095
2022 $391,509 $206,685 $3,371,165 $184,824
2021 $569,215 $195,116 $3,711,780 $374,099
2020 $635,673 $175,505 $3,340,014 $460,168
2019 $330,406 $215,822 $2,882,721 $114,584
2018 $358,786 $87,190 $2,525,632 $271,596
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