Civic Intelligence

St Luke Foundation

EIN 34-1407996 • 501(c)3 • North Canton, OH

Profile

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.

220 Applegrove Street NENorth Canton, OH 44720

www.stllc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.02x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.21x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$403,314

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 54.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$7,443,175

Up $796,215 (+12%) from 2022

Liabilities

Up

$153,413

Up $15,072 (+11%) from 2022

Net Assets

Up

$7,289,762

Up $781,143 (+12%) from 2022

Revenue

Down

$734,370

Down $526,554 (-42%) from 2022

Expenses

Down

$76,557

Down $341,292 (-82%) from 2022

Net Income

Down

$657,813

Down $185,262 (-22%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $6,276,938Liabilities 2018: $1,135,899Net Assets 2018: $5,141,0392018Assets 2019: $6,935,885Liabilities 2019: $1,150,758Net Assets 2019: $5,785,1272019Assets 2020: $7,313,063Liabilities 2020: $1,139,016Net Assets 2020: $6,174,0472020Assets 2021: $7,368,059Liabilities 2021: $692,370Net Assets 2021: $6,675,6892021Assets 2022: $6,646,960Liabilities 2022: $138,341Net Assets 2022: $6,508,6192022Assets 2023: $7,443,175Liabilities 2023: $153,413Net Assets 2023: $7,289,7622023

Highlighted filing

2023

Assets$7,443,175
Liabilities$153,413
Net Assets$7,289,762

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2018: $303,057Expenses 2018: $182,529Net Income 2018: $120,5282018Revenue 2019: $400,082Expenses 2019: $144,701Net Income 2019: $255,3812019Revenue 2020: $206,401Expenses 2020: $118,928Net Income 2020: $87,4732020Revenue 2021: $400,031Expenses 2021: $217,413Net Income 2021: $182,6182021Revenue 2022: $1,260,924Expenses 2022: $417,849Net Income 2022: $843,0752022Revenue 2023: $734,370Expenses 2023: $76,557Net Income 2023: $657,8132023

Highlighted filing

2023

Revenue$734,370
Expenses$76,557
Net Income$657,813

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$734,370
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,701,141$2,390,430▼ $310,711
Land, Buildings, and Equipment, Net$1,458,420$1,458,420→ $0
Other Notes and Loans Receivable, Net$334,998$334,998→ $0
Savings and Temporary Cash Investments$60,008$123,108▲ $63,100
Prepaid Expenses and Deferred Charges$4,000$4,000→ $0
Total Assets$6,646,960$7,443,175▲ $796,215
Other Assets Total$2,088,393$3,132,219▲ $1,043,826
Liabilities
Other Liabilities$80,962$96,028▲ $15,066
Accounts Payable and Accrued Expenses$57,379$57,385▲ $6
Total Liabilities$138,341$153,413▲ $15,072
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,508,619$7,289,762▲ $781,143
Total Net Assets Fund Balance$6,508,619$7,289,762▲ $781,143
Total Liabilities and Net Assets / Fund Balance$6,646,960$7,443,175▲ $796,215

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,458,420-$1,458,420
Equipment$0$37,897$37,897
Other Assets Org$3,132,219--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Joyce MohlerCFOPT$105,656$105,656

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$542,326
Program Service Revenue
$0
Investment Income
$118,093
Other Revenue
$73,951
All Other Contributions
$542,326
Change in Net Assets
$657,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,973
Grants and Similar Amounts Paid$26,584
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,434--$24,434
Other Expenses$15,267$2,082-$17,349
Fees for Service Investment Mgmnt Fees-$17,149-$17,149
Fees for Services Management-$9,389-$9,389
Fees for Services Accounting-$3,475-$3,475
Grants to Domestic Orgs$2,150--$2,150
Occupancy$1,415$193-$1,608
Insurance$883$120-$1,003
Total Functional Expenses$44,149$32,408$0$76,557
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accounts Payable - Related Party$88,736
Gift Annuity Payable$7,292
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Filing and Contact Details

Filer

Filer Name
St Luke Foundation
EIN
34-1407996
Phone
3304992486
Address
220 APPLEGROVE STREET NE, NORTH CANTON, OH 44720

Signing Officer

Name
Joyce Mohler
Title
CFO
Phone
3304992486
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Mohler
Formed
1983
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
4334 MUNSON STREET SUITE 200, CANTON, OH 44718
Preparer
Jennifer Coleman
Phone
3304972000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of split interest agreement -754.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split interest agreement & trust

Raw XML AppendixShowing 400 of 509 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057379
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt057385
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ST. 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.
IRS990/AllOtherContributionsAmt0542326
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOYCE MOHLER CFO
IRS990/BooksInCareOfDetail/PhoneNum03304998341
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 APPLEGROVE STREET NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH CANTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044720
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0542326
IRS990/CYGrantsAndSimilarPaidAmt026584
IRS990/CYInvestmentIncomeAmt0118093
IRS990/CYOtherExpensesAmt049973
IRS990/CYOtherRevenueAmt073951
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0657813
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt076557
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0734370
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ST. 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt044149
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03475
IRS990/FeesForServicesAccountingGrp/TotalAmt03475
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt09389
IRS990/FeesForServicesManagementGrp/TotalAmt09389
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017149
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017149
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt042651
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110445
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN SPIELER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOYCE MOHLER
IRS990/Form990PartVIISectionAGrp/PersonNm2KAREN JESKE
IRS990/Form990PartVIISectionAGrp/PersonNm3RONALD L KYLE
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES A MANDATOR
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN L REYES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0360663
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt195211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt045437
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt026584
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024434
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024434
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02150
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02150
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045437
IRS990/GrossReceiptsAmt0734370
IRS990/GroupExemptionNum09386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0120
IRS990/InsuranceGrp/ProgramServicesAmt0883
IRS990/InsuranceGrp/TotalAmt01003
IRS990/InvestmentIncomeGrp/ExclusionAmt072656
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072656
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02701141
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02390430
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037897
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01458420
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01458420
IRS990/LandBldgEquipCostOrOtherBssAmt01496317
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ST. 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06508619
IRS990/NetAssetsOrFundBalancesEOYAmt07289762
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt045437
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt045437
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0124084
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06508619
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07289762
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0193
IRS990/OccupancyGrp/ProgramServicesAmt01415
IRS990/OccupancyGrp/TotalAmt01608
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02088393
IRS990/OtherAssetsTotalGrp/EOYAmt03132219
IRS990/OtherChangesInNetAssetsAmt0-754
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02082
IRS990/OtherExpensesGrp/ProgramServicesAmt015267
IRS990/OtherExpensesGrp/TotalAmt017349
IRS990/OtherLiabilitiesGrp/BOYAmt080962
IRS990/OtherLiabilitiesGrp/EOYAmt096028
IRS990/OtherOrganizationDsc0C
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt073951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt073951
IRS990/OtherRevenueTotalAmt073951
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0334998
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0334998
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04000
IRS990/PrincipalOfficerNm0JOYCE MOHLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0609667
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt098451
IRS990/PYInvestmentIncomeAmt0650735
IRS990/PYOtherExpensesAmt0319398
IRS990/PYOtherRevenueAmt0522
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0843075
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0417849
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01260924
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0657813
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt060008
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123108
IRS990ScheduleA/FactsAndCircumstancesTestTxt0OUR 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: OPERATING GRANT DATE: 12/31/22 AMOUNT: 500000. DESCRIPTION: BEQUEST DATE: 12/31/23 AMOUNT: 508648.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0109667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt064253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt072656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0125754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0208733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0162069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0164051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0733263
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt073951
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0953
IRS990ScheduleA/OtherIncome170Grp/TotalAmt074904
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19900
IRS990ScheduleA/PublicSupportPY170Pct00.20640
IRS990ScheduleA/PublicSupportTotal170Amt0212502
IRS990ScheduleA/SubstantialContributorsTotAmt045188
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0109667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt064253
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0257690
IRS990ScheduleA/TotalSupportAmt01067759
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0523
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt01229
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01902
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037897
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt037897
IRS990ScheduleD/LandGrp/BookValueAmt01458420
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01458420
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03132219
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCOUNTS RECEIVABLE - RELATED PARTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07292
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt188736
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCOUNTS PAYABLE - RELATED PARTY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT & TRUST
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01458420
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03132219
IRS990ScheduleD/TotalLiabilityAmt096028
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024434
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESIDENT ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0360663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt016500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN SPIELER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0403314
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE RETURN IS PROVIDED TO MANAGEMENT FOR THEIR REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -754.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE WATERFORD AT ST LUKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ST LUKE LUTHERAN COMMUNITY - PORTAGE LAKES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ST LUKE LUTHERAN COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3ST LUKE LUTHERAN COMMUNITY - MASSILLON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ST LUKE LUTHERAN HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5ST LUKE LUTHERAN COMMUNITY - MINERVA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0341719940
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1030483122
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2030483120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3030483116
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4340777664
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5263108193
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0INDEPENDENT LIVING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LONG-TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LONG-TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LONG-TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4LONG-TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5ASSISTED LIVING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 HOLL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1220 APPLEGROVE STREET NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2220 APPLEGROVE STREET NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3220 APPLEGROVE STREET NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4220 APPLEGROVE STREET NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5220 APPLEGROVE STREET NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NORTH CANTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NORTH CANTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.