Civic Intelligence

Palmer Memorial Foundation

EIN 42-1032878 • 501(c)3 • West Union, IA

Profile

Palmer memorial foundation's mission is to fund the healthcare needs of our community that advance health and well-being in our service area through participation and organization of such activities designated to promote health initiatives. This mission will be done with the following values in the forefront: compassion, support, generosity, growth, integrity.

Refreshing map…

112 Jefferson StWest Union, IA 52175

www.gundersenhealth.org/PALMER/FOUNDATION

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,189,732

Up $76,911 (+6.9%) from 2023

Liabilities

Down

$3,560

Down $1,662 (-32%) from 2023

Net Assets

Up

$1,186,172

Up $78,573 (+7.1%) from 2023

Revenue

Down

$154,247

Down $257,444 (-63%) from 2023

Expenses

Up

$75,674

Up $57,273 (+311%) from 2023

Net Income

Down

$78,573

Down $314,717 (-80%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $860,696Liabilities 2010: $15,891Net Assets 2010: $844,8052010Assets 2011: $661,738Liabilities 2011: $0Net Assets 2011: $661,7382011Assets 2012: $1,100,137Liabilities 2012: $0Net Assets 2012: $1,100,1372012Assets 2013: $772,406Liabilities 2013: $0Net Assets 2013: $772,4062013Assets 2014: $367,949Liabilities 2014: $0Net Assets 2014: $367,9492014Assets 2015: $388,632Liabilities 2015: $17,388Net Assets 2015: $371,2442015Assets 2016: $340,438Liabilities 2016: $12,228Net Assets 2016: $328,2102016Assets 2017: $359,120Liabilities 2017: $13,787Net Assets 2017: $345,3332017Assets 2018: $390,749Liabilities 2018: $12,658Net Assets 2018: $378,0912018Assets 2019: $470,547Liabilities 2019: $25,337Net Assets 2019: $445,2102019Assets 2020: $523,907Liabilities 2020: $15,924Net Assets 2020: $507,9832020Assets 2021: $689,142Liabilities 2021: $12,017Net Assets 2021: $677,1252021Assets 2022: $714,329Liabilities 2022: $20Net Assets 2022: $714,3092022Assets 2023: $1,112,821Liabilities 2023: $5,222Net Assets 2023: $1,107,5992023Assets 2024: $1,189,732Liabilities 2024: $3,560Net Assets 2024: $1,186,1722024

Highlighted filing

2024

Assets$1,189,732
Liabilities$3,560
Net Assets$1,186,172

Operations Trend

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

$500K$0-$500KExpenses 2010: $62,7852010Expenses 2011: $257,0882011Expenses 2012: $72,3792012Revenue 2013: $85,179Expenses 2013: $412,909Net Income 2013: -$327,7302013Revenue 2014: $95,150Expenses 2014: $499,607Net Income 2014: -$404,4572014Revenue 2015: $85,726Expenses 2015: $82,431Net Income 2015: $3,2952015Revenue 2016: $49,165Expenses 2016: $92,199Net Income 2016: -$43,0342016Revenue 2017: $49,397Expenses 2017: $32,274Net Income 2017: $17,1232017Revenue 2018: $62,738Expenses 2018: $29,980Net Income 2018: $32,7582018Revenue 2019: $116,650Expenses 2019: $49,531Net Income 2019: $67,1192019Revenue 2020: $107,691Expenses 2020: $44,918Net Income 2020: $62,7732020Revenue 2021: $229,535Expenses 2021: $60,393Net Income 2021: $169,1422021Revenue 2022: $102,764Expenses 2022: $65,580Net Income 2022: $37,1842022Revenue 2023: $411,691Expenses 2023: $18,401Net Income 2023: $393,2902023Revenue 2024: $154,247Expenses 2024: $75,674Net Income 2024: $78,5732024

Highlighted filing

2024

Revenue$154,247
Expenses$75,674
Net Income$78,573

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.15$0.08$0.08
2023Summary only. Only limited summary data is available for this year.$1.11$0.01$1.11$0.41$0.02$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.10$0.07$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.01$0.68$0.23$0.06$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.02$0.51$0.11$0.04$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.03$0.45$0.12$0.05$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.01$0.38$0.06$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.01$0.35$0.05$0.03$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.01$0.33$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.09$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.10$0.50$0.40
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.09$0.41$0.33
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.02$0.84$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$161,791
Mission and Program Overview

Mission

To support gundersen palmer lutheran hospital and clinics

To fund the healthcare needs of our community that advance health and well-being in our service area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$594,519$673,432▲ $78,913
Cash and Non-Interest-Bearing Accounts$518,302$516,300▼ $2,002
Total Assets$1,112,821$1,189,732▲ $76,911
Liabilities
Accounts Payable and Accrued Expenses$5,222$3,560▼ $1,662
Total Liabilities$5,222$3,560▼ $1,662
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,107,599$1,186,172▲ $78,573
Total Net Assets Fund Balance$1,107,599$1,186,172▲ $78,573
Total Liabilities and Net Assets / Fund Balance$1,112,821$1,189,732▲ $76,911
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tanya RohwerPresident
Abby AmbrosonDirector
Anne BrittDirector
Betsy NefzgerDirector
Clint AmbrosonDirector
Cyndii LamphierDirector
Derek HeinsDirector
Vic PavlovecDirector
Jamie HoeyFoundation Director
Patrice KuennenAdministrator
Brenda MoserFinance Administrator
Tina JacobsSecretary
Matt CowleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$64,750
Program Service Revenue
$0
Investment Income
$80,478
Other Revenue
$9,019
All Other Contributions
$51,160
Change in Net Assets
$78,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,591
Other Expenses$32,083
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,591--$43,591
Office Expenses-$11,744-$11,744
Other Expenses$2,084--$2,084
Total Functional Expenses$63,930$11,744$0$75,674
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palmer Lutheran Health Center IncWest Union, IA501(c)(3)Purchase of Medical Equipment$43,591
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,544
Fundraising Gross Income$2,460
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$16,050$2,460$3,794$-1,334
Total Events$16,050$2,460$7,544$-5,084
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jamie hoey & tina jacobs are sisters. Derek heins is commercial/ag officer at bank 1st, where the foundation does their banking.

Form 990, Part VI, Section A, Line 4

The board reviewed the changes to the by-laws presented by the director. Changes consisted of: members decreasing to 11; mission and values. New mission/vision- palmer memorial foundation's mission is to fund the healthcare needs of our community that advance health and well-being in our service area through participation and organization of such activities designated to promote health initiatives. This mission will be done with the following values in the forefront: compassion, support, generosity, growth, integrity.

Form 990, Part VI, Section A, Line 6

Membership in this corporation includes those citizens, eighteen (18) years of age or older, who have purchased an annual twenty-five dollar ($25.00) voting membership or who have contributed an annual minimum of twenty-five dollars ($25.00) as a donation to this corporation. Membership may also include an organization, group or family contributing a minimum of twenty-five ($25.00) as a donation or memorial to this corporation.

Form 990, Part VI, Section A, Line 7A

Each membership shall authorize the holder to cast one (1) vote per voting membership at any duly called meeting of the membership of the corporation. In the event that the membership is a group, organization or family, the vote shall be cast by its president or designee. This membership will also qualify the voting member to hold any office in the corporation to which he or she may be elected or appointed.

Form 990, Part VI, Section B, Line 11B

The finance director and the foundation director review the 990 before it is filed. The entire board of directors receives a copy of the 990 after it is filed.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is required to be signed annually by officers, directors, and key employees. The signed policies are reviewed by palmer lutheran health center's compliance committee. Board members are not allowed to vote on areas where there is conflict.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Palmer Memorial Foundation
EIN
42-1032878
Phone
5634223811
Address
112 JEFFERSON ST, WEST UNION, IA 52175

Signing Officer

Name
Brenda Moser
Title
CFO
Phone
5634223811
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Moser
Formed
1975
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
24

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML AppendixShowing 400 of 434 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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IRS990/MissionDesc0PALMER MEMORIAL FOUNDATION'S MISSION IS TO FUND THE HEALTHCARE NEEDS OF OUR COMMUNITY THAT ADVANCE HEALTH AND WELL-BEING IN OUR SERVICE AREA THROUGH PARTICIPATION AND ORGANIZATION OF SUCH ACTIVITIES DESIGNATED TO PROMOTE HEALTH INITIATIVES. THIS MISSION WILL BE DONE WITH THE FOLLOWING VALUES IN THE FOREFRONT: COMPASSION, SUPPORT, GENEROSITY, GROWTH, INTEGRITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01107599
IRS990/NetAssetsOrFundBalancesEOYAmt01186172
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt078913
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078913
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5084
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5084
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01107599
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01186172
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt08000
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011744
IRS990/OfficeExpensesGrp/TotalAmt011744
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EMPLOYEE RECOGNITION
IRS990/OtherExpensesGrp/Desc1COMMUNITY OUTREACH
IRS990/OtherExpensesGrp/Desc2FUND REQUEST
IRS990/OtherExpensesGrp/ProgramServicesAmt010555
IRS990/OtherExpensesGrp/ProgramServicesAmt17700
IRS990/OtherExpensesGrp/ProgramServicesAmt22084
IRS990/OtherExpensesGrp/TotalAmt010555
IRS990/OtherExpensesGrp/TotalAmt17700
IRS990/OtherExpensesGrp/TotalAmt22084
IRS990/OtherRevenueTotalAmt014103
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRENDA MOSER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0398174
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05595
IRS990/PYInvestmentIncomeAmt05216
IRS990/PYOtherExpensesAmt012806
IRS990/PYOtherRevenueAmt08301
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0393290
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018401
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0411691
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt078573
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 2022 COLUMN OF PART II REPRESENTS A SHORT-YEAR PERIOD FROM JANUARY 1, 2023 THROUGH SEPTEMBER 30, 2023 DUE TO A CHANGE IN YEAR END. THE REASON FOR THIS CHANGE IS DUE TO A MERGER WITH THE BELLIN GUNDERSEN HEALTH SYSTEM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt099410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0228142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0105974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0548106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01717
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07746
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014103
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0942
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56470
IRS990ScheduleA/PublicSupportPY170Pct00.63110
IRS990ScheduleA/PublicSupportTotal170Amt0332735
IRS990ScheduleA/SubstantialContributorsTotAmt0215371
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt099410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0228142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0105974
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0548106
IRS990ScheduleA/TotalSupportAmt0589236
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07359
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt010980
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt018339
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013590
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013590
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07544
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02460
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5084
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0250
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03794
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03794
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt043591
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PURCHASE OF MEDICAL EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PALMER LUTHERAN HEALTH CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0421320763
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0112 JEFFERSON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST UNION
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052175
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN ORDER FOR PALMER LUTHERAN HEALTH CENTER TO RECEIVE GRANT FUNDING FROM THE ORGANIZATION, IT IS REQUIRED TO PROVIDE PROOF OF PURCHASE PRIOR TO PURCHASING THE ITEM THE GRANT FUNDING IS FOR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMIE HOEY & TINA JACOBS ARE SISTERS. DEREK HEINS IS COMMERCIAL/AG OFFICER AT BANK 1ST, WHERE THE FOUNDATION DOES THEIR BANKING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWED THE CHANGES TO THE BY-LAWS PRESENTED BY THE DIRECTOR. CHANGES CONSISTED OF: MEMBERS DECREASING TO 11; MISSION AND VALUES. NEW MISSION/VISION- PALMER MEMORIAL FOUNDATION'S MISSION IS TO FUND THE HEALTHCARE NEEDS OF OUR COMMUNITY THAT ADVANCE HEALTH AND WELL-BEING IN OUR SERVICE AREA THROUGH PARTICIPATION AND ORGANIZATION OF SUCH ACTIVITIES DESIGNATED TO PROMOTE HEALTH INITIATIVES. THIS MISSION WILL BE DONE WITH THE FOLLOWING VALUES IN THE FOREFRONT: COMPASSION, SUPPORT, GENEROSITY, GROWTH, INTEGRITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP IN THIS CORPORATION INCLUDES THOSE CITIZENS, EIGHTEEN (18) YEARS OF AGE OR OLDER, WHO HAVE PURCHASED AN ANNUAL TWENTY-FIVE DOLLAR ($25.00) VOTING MEMBERSHIP OR WHO HAVE CONTRIBUTED AN ANNUAL MINIMUM OF TWENTY-FIVE DOLLARS ($25.00) AS A DONATION TO THIS CORPORATION. MEMBERSHIP MAY ALSO INCLUDE AN ORGANIZATION, GROUP OR FAMILY CONTRIBUTING A MINIMUM OF TWENTY-FIVE ($25.00) AS A DONATION OR MEMORIAL TO THIS CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBERSHIP SHALL AUTHORIZE THE HOLDER TO CAST ONE (1) VOTE PER VOTING MEMBERSHIP AT ANY DULY CALLED MEETING OF THE MEMBERSHIP OF THE CORPORATION. IN THE EVENT THAT THE MEMBERSHIP IS A GROUP, ORGANIZATION OR FAMILY, THE VOTE SHALL BE CAST BY ITS PRESIDENT OR DESIGNEE. THIS MEMBERSHIP WILL ALSO QUALIFY THE VOTING MEMBER TO HOLD ANY OFFICE IN THE CORPORATION TO WHICH HE OR SHE MAY BE ELECTED OR APPOINTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE DIRECTOR AND THE FOUNDATION DIRECTOR REVIEW THE 990 BEFORE IT IS FILED. THE ENTIRE BOARD OF DIRECTORS RECEIVES A COPY OF THE 990 AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES. THE SIGNED POLICIES ARE REVIEWED BY PALMER LUTHERAN HEALTH CENTER'S COMPLIANCE COMMITTEE. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON AREAS WHERE THERE IS CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01112821
IRS990/TotalAssetsEOYAmt01189732
IRS990/TotalAssetsGrp/BOYAmt01112821
IRS990/TotalAssetsGrp/EOYAmt01189732
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt064750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011744
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063930
IRS990/TotalFunctionalExpensesGrp/TotalAmt075674
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05222
IRS990/TotalLiabilitiesEOYAmt03560
IRS990/TotalLiabilitiesGrp/BOYAmt05222
IRS990/TotalLiabilitiesGrp/EOYAmt03560
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01107599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01186172
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063930
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt089497
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0154247
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt024
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01112821
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01189732
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0112 JEFFERSON ST
IRS990/USAddress/CityNm0WEST UNION
IRS990/USAddress/StateAbbreviationCd0IA

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