Civic Intelligence

St. Luke Foundation

990 • Fiscal year 2019 • EIN 34-1407996

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization ProfileWWW.STLLC.ORG
220 Applegrove Street NENorth Canton, OH 44720

(330) 499-2486

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.17x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

2.88x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

91st percentile

$348,581

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 87.1% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$6,935,885

Up $658,947 (+10%) from 2018

Net Assets

Up

$5,785,127

Up $644,088 (+13%) from 2018

Liabilities

Up

$1,150,758

Up $14,859 (+1.3%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin94th percentile

Revenue

Up

$400,082

Up $97,025 (+32%) from 2018

Expenses

Down

$144,701

Down $37,828 (-21%) from 2018

Net Income

Up

$255,381

Up $134,853 (+112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$6,935,885
Liabilities$1,150,758
Net Assets$5,785,127
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$400,082
Expenses$144,701
Net Income$255,381
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$405,453
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$3,008,339$3,550,080▲ $541,741
Land, Buildings, and Equipment, Net$1,458,420$1,458,420→ $0
Other Notes and Loans Receivable, Net$541,002$491,000▼ $50,002
Savings and Temporary Cash Investments$47,958$147,529▲ $99,571
Prepaid Expenses and Deferred Charges$5,000$5,000→ $0
Total Assets$6,276,938$6,935,885▲ $658,947
Other Assets Total$1,216,219$1,283,856▲ $67,637
Liabilities
Other Liabilities$587,888$656,321▲ $68,433
Mortgage Notes Payable Secured by Investment Property$541,002$491,000▼ $50,002
Accounts Payable and Accrued Expenses$7,009$3,437▼ $3,572
Total Liabilities$1,135,899$1,150,758▲ $14,859
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,122,472$4,678,460▲ $555,988
Net Assets With Donor Restrictions$1,018,567$1,106,667▲ $88,100
Total Net Assets Fund Balance$5,141,039$5,785,127▲ $644,088
Total Liabilities and Net Assets / Fund Balance$6,276,938$6,935,885▲ $658,947

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,458,420-$1,458,420
Equipment$0$37,897$37,897
Other Assets Org$1,106,667--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joyce MohlerCFOPT$94,021$94,021

Board Members and Trustees

NameTitle
Charles a MandatorTrustee
John L ReyesTrustee
Mr Ronald L KyleTrustee
Mrs Karen JeskeTrustee
John SpielerCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$65,406
Program Service Revenue
$0
Investment Income
$333,647
Other Revenue
$1,029
All Other Contributions
$41,165
Change in Net Assets
$255,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,892
Grants and Similar Amounts Paid$13,809
Total Fundraising Expense$700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$55,403-$55,403
Fees for Service Investment Mgmnt Fees-$30,976-$30,976
Interest$23,324$2,592-$25,916
Grants to Domestic Orgs$13,809--$13,809
Fees for Services Accounting-$11,810-$11,810
Occupancy$1,440$160-$1,600
Insurance$903$100-$1,003
Office Expenses-$725-$725
Advertising-$523-$523
Other Expenses$209$184$700$209
Conferences and Meetings-$185-$185
Total Functional Expenses$41,343$102,658$700$144,701
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Luke Lutheran Community - Portage LakesNorth Canton, OH501(c)(3)Operational Support$10,600
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,371
Fundraising Gross Income$3,489
Gaming Gross Income$1,958
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$27,730$3,489$2,647$842
Total Events$27,730$3,489$5,371$-1,882
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
A/p - Related Party$644,058
Gift Annuity Payable$12,263
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
2020-11-10
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
388 SOUTH MAIN STREET SUITE 420, AKRON, OH 44311
Preparer
Lisa Hilling
Phone
3303760100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement 1,103. Change in value of assets as limited to use 88,100.”

Raw XML AppendixShowing 400 of 567 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.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0558014
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0953
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09488
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010441
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52720
IRS990ScheduleA/PublicSupportPY170Pct00.55050
IRS990ScheduleA/PublicSupportTotal170Amt0654470
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0221432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt094391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0221654
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0654470
IRS990ScheduleA/TotalSupportAmt01241400
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01229
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt017246
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt018475
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/BookValueAmt0177189
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11106667
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0A/R - RELATED PARTY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0644058
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112263
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0A/P - RELATED PARTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GIFT ANNUITY PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01458420
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01283856
IRS990ScheduleD/TotalLiabilityAmt0656321
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt024241
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt024241
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05371
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01836
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01836
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0888
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03489
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt03489
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1882
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02647
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02647
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST LUKE LUTHERAN COMMUNITY - PORTAGE LAKES
IRS990ScheduleI/RecipientTable/RecipientEIN0030483122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 APPLEGROVE ST NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORTH CANTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044720
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ONLY GRANT PROVIDED IN THE CURRENT YEAR WAS TO A RELATED ORGANIZATION. MANAGEMENT OF THE ORGANIZATION OVERSEES THE OPERATION OF THE RELATED ENTITIES AND MONITORS THE USE OF THE GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
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/CompensationBasedOnRltdOrgsAmt0317061
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023120
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN SPIELER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0348581
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 1,103. CHANGE IN VALUE OF ASSETS AS LIMITED TO USE 88,100.
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/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
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/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE WATERFORD AT ST LUKE

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,935,885
Liabilities
$1,150,758
Net assets
$5,785,127
Revenue
$400,082
Expenses
$144,701
Net income
$255,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.15$7.29$0.73$0.08$0.66
2022Detailed filing. Detailed filing data is available for this year.$6.65$0.14$6.51$1.26$0.42$0.84
2021Detailed filing. Detailed filing data is available for this year.$7.37$0.69$6.68$0.40$0.22$0.18
2020Detailed filing. Detailed filing data is available for this year.$7.31$1.14$6.17$0.21$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.94$1.15$5.79$0.40$0.14$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.28$1.14$5.14$0.30$0.18$0.12