ST JOHNS FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST JOHNS FOUNDATION (EIN 81-0459472)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201133159349303668
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T16:54:50-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401N 31ST ST SUITE 1120 PO BOX 7112 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591037112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810459472 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 4066555600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591020199 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREG PETERSON | Name |
| Title | CFO | Title |
| Phone | 4066555600 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN C HAUCK CPA | Name |
| Phone | 4068962400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENT BURGESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591020199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 655823 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SJLM.ORG/FOUNDATION.HTML | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 849548 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 421546 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 202909 | InvestmentIncomePriorYear |
| Investment Income Current Year | 112867 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9549 | OtherRevenuePriorYear |
| Other Revenue Current Year | 32393 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1062006 | TotalRevenuePriorYear |
| Total Revenue Current Year | 566806 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 229340 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 112493 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5437 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 96568 | OtherExpensePriorYear |
| Other Expenses Current Year | 48341 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 325908 | TotalExpensesPriorYear |
| Total Expenses Current Year | 160834 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 736098 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 405972 | RevenuesLessExpensesCY |
| Total Assets BOY | 3768780 | TotalAssetsBOY |
| Total Assets EOY | 4298038 | TotalAssetsEOY |
| Total Liabilities BOY | 616835 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 588831 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3151945 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3709207 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO INSPIRE PHILANTHROPIC ACTION TO SUPPORT THE MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 146836 | Expense |
| Grants | 89701 | Grants |
| Description | ST. JOHN'S FOUNDATION IS ORGANIZED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES IN ACCORDANCE WITH THE POLICIES, MISSIONS AND DIRECTIVES OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, AND OTHER RECOGNIZED LUTHERAN BODIES OR ANY OTHER SPONSORING CHURCH BODIES (COLLECTIVELY AND INDIVIDUALLY REFERRED TO AS "THE CHURCH"). THE CORPORATION, IN CARRYING OUT ITS PURPOSE, WILL DO SO IN CONFORMITY WITH THE MISSION OF THE CHURCH AND IN ACCORDANCE WITH ANY POLICIES ADOPTED BY THE CHURCH. THE CORPORATION'S PURPOSES INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING:(A) TO DEVELOP RESOURCES WHICH RECOGNIZE, ENHANCE OR SUPPORT PROGRAMS FOR THE PHYSICAL, SOCIAL AND SPIRITUAL CARE OF THE AGING; (B) TO DEVELOP PROGRAMS WHICH EDUCATE AND INFORM THE COMMUNITY AND THE PUBLIC ABOUT PROGRAMS AND SERVICES FOR THE AGING;(C) TO ASSIST RESIDENTS AND POTENTIAL RESIDENTS OF ST. JOHN'S LUTHERAN MINISTRIES BY ENABLING THEM TO REMAIN OR TO BECOME A RESIDENT WHEN THEIR FINANCIAL RESOURCES HAVE BEEN REDUCED OR EXHAUSTED;(D) TO SUPPORT AND ENCOURAGE RESEARCH RELATING TO THE NEEDS OF THE AGING;(E) TO SUPPORT AND DEVELOP PROGRAMS AND RESEARCH RELATING TO THE GENERAL HEALTH CARE OF THE COMMUNITY;(F) TO SOLICIT AND RECEIVE GIFTS AND CONTRIBUTIONS FOR OR ON BEHALF OF ST. JOHN'S LUTHERAN MINISTRIES INC., A MONTANA NOT-FOR-PROFIT CORPORATION, AND ANY NOT-FOR-PROFIT ORGANIZATIONS AFFILIATED THEREWITH, AND SUCH OTHER CHARITABLE ORGANIZATIONS WHICH ARE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY APPLICABLE FUTURE REVENUE LAW (THE "CODE"), AND WHOSE PURPOSES ARE CONSISTENT WITH THE PURPOSES OF THIS CORPORATION;(G) TO ACQUIRE, RECEIVE, BUY, TAKE, HOLD, OWN, LEASE, MORTGAGE, EXCHANGE, CONVEY, DONATE AND DISPOSE OF ANY AND ALL KINDS OF PROPERTY WHETHER REAL, PERSONAL OR MIXED; AND TO BORROW AND LEND MONEY AND TO DO ALL THINGS NECESSARY, INCIDENTAL OR ADVANTAGEOUS TO THE AFORESAID PURPOSES OR FOR THE CARRYING ON OR EXECUTION OF THE SAME; AND TO DO ALL THINGS PERMITTED BY GOVERNING LAW, EXCEPT AS MAY BE RESTRICTED BY THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; AND(H) TO RECEIVE BY DEVISE, BEQUEST OR OTHER FORM OF DONATION, AND TO OTHERWISE ACQUIRE, HOLD, MANAGE AND/OR DISPOSE OF, SUCH REAL AND PERSONAL PROPERTY AS MAY BE NECESSARY OR INCIDENTAL TO THE PURPOSES OF THE CORPORATION.GRANTS AND ALLOCATIONS ARE MADE TO ITS ONE MEMBER, ST. JOHN'S LUTHERAN MINISTRIES, INC. 2010 FINANCIAL SUPPORT PROVIDED TO ST. JOHN'S LUTHERAN MINISTRIES, INC. TO ENHANCE ST. JOHN'S MISSION TO PROVIDE LIVING OPPORTUNITIES WITHIN NURTURING ENVIRONMENTS OF HOPE, DIGNITY, AND LOVE WAS AS FOLLOWS:1) A PRIMARY FOCUS OF THE FOUNDATION HAS BEEN THE ST. JOHN'S ANNUAL FUND TO PROVIDE MONIES TO OUR AFFILIATES TO HELP OFFSET MANY NON-REIMBURSED EXPENSES OF PROVIDING CARE TO OUR RESIDENTS. THE ST. JOHN'S ANNUAL FUND RAISED $88,900 IN 2010 COMPARED TO $121,300 IN 2009, $110,300 IN 2008, $92,000 IN 2007, $129,000 IN 2006, AND $129,200 IN 2005. THE ANNUAL ART IS AGELESS ART EXHIBIT AND SALE IS THE EVENT FUNDRAISER FOR THE ANNUAL FUND. IN 2010 THE EVENT CONTINUED TO BE A SUCCESS BY RAISING NEARLY $23,000 FOR THE ANNUAL FUND. 1A) ONE OF THE GREAT WORKS THE ANNUAL FUND SUPPORTS IS OUR REMARKABLE PASTORAL CARE PROGRAM. SPIRITUAL SUPPORT, WORSHIP, AND BIBLE STUDY ARE AT THE HEART OF OUR MINISTRY TO RESIDENTS, AS MINISTRY IS AT THE CORE OF EVERYTHING THAT HAPPENS AT ST. JOHN'S. THE ANNUAL FUND PROVIDED $40,000 TO ST. JOHN'S IN 2010, COVERING THE ENTIRE COST OF PASTORAL CARE WITHIN THE RETIREMENT DIVISION AND SUPPLEMENTING THE COST WITHIN THE NURSING HOME. THE STATE MEDICAID PROGRAM DOES NOT CONSIDER PASTORAL CARE EXPENSE AN ALLOWABLE COST IN THE PER DIEM RATE PAID FOR THE INDIGENT NURSING RESIDENTS UNDER ST. JOHN'S CARE. ST. JOHN'S BELIEVES IT SHOULD PROVIDE THE ELDERLY WITH MORE THAN JUST ROOM AND BOARD. THEREFORE, WE HAVE MINISTERS AND CHAPLAINS ON STAFF TO MEET THE SPIRITUAL AND EMOTIONAL NEEDS OF BOTH OUR RESIDENTS AND STAFF.1B) THE AVERAGE AGE OF OUR RETIREMENT HOME RESIDENTS IS NEARLY 85. BECAUSE OF THEIR ADVANCED AGE MOST ARE HOUSEBOUND. ST. JOHN'S HAS AN ACTIVITIES PROGRAM THAT PROVIDES ENTERTAINMENT, NEIGHBORLY INTERACTION, AND HELPS KEEP MINDS STIMULATED AND HEALTHY. THE FOUNDATION PROVIDED $36,000 IN 2010 TO HELP COVER THE COST OF THE ACTIVITIES PROGRAM WITHIN THE RETIREMENT DIVISION. THIS SUPPORT ALLOWED FOR FUNDING TRIPS TO LOCAL ATTRACTIONS AND HISTORICAL SITES, GIVING THE RESIDENTS AN OPPORTUNITY TO EXPERIENCE THE COMMUNITY OUTSIDE OF THE CAMPUS. THIS FUNDING ALSO PROVIDED NUMEROUS GAMES, VIDEOS, AND EVENTS ON SITE TO STIMULATE THE INTERESTS OF OUR ELDERLY. THE RETIREMENT HOME IS A HUD FACILITY. THOUGH HUD ENCOURAGES THE VARIOUS ACTIVITIES PROGRAMS THAT ST. JOHN'S HAS FOR ITS RESIDENTS, IT WILL NOT PERMIT SUCH PROGRAMS TO BE REIMBURSED BY RESIDENTS UNDER THE RENTS CHARGED FOR ACCOMMODATIONS OFFERED.1C) QUALITY CARE DEPENDS ON QUALITY EMPLOYEES, FROM REGISTERED NURSES AND CERTIFIED NURSING ASSISTANTS TO HOUSEKEEPING AND FOOD SERVICE PROVIDERS. ST. JOHN'S STRIVES TO ATTRACT AND RETAIN THE VERY BEST STAFF MEMBERS. TO THAT END, THE FOUNDATION USED A PORTION OF THE ANNUAL FUND TO PROVIDE CONTINUING EDUCATION SCHOLARSHIPS FOR DESERVING EMPLOYEES. ST. JOHN'S STAFF MEMBERS WHO ARE CONTINUING THEIR EDUCATION AT ACCREDITED TWO OR FOUR-YEAR COLLEGES RECEIVED TWENTY-FOUR FOUNDATION SCHOLARSHIPS TOTALING $13,250 IN 2010.2) KATHY LILLIS CHAPEL - ST. JOHN'S FOUNDATION HAS RECEIVED GIFTS TOTALING MORE THAN $1.2 MILLION IN SUPPORT OF THE CONSTRUCTION AND MAINTENANCE OF THE LILLIS CENTER. IN 2006-2007, THE CHAPEL WAS CONSTRUCTED, AND $1,049,000 WAS RELEASED FOR THIS PURPOSE. THE BUILDING'S COMPLETION ADDED A TREMENDOUS VENUE TO THE ST. JOHN'S CAMPUS AND IS NOW USED FOR ORGANIZATION OFFICES AND EVENTS AS WELL AS SYNOD AND COMMUNITY EVENTS. AS THE FOCAL POINT OF THE CENTER, THE KATHY LILLIS CHAPEL SEATS 160. AT DECEMBER 31, 2010, $255,000 REMAINED IN THE ENDOWMENT FUND FOR CURRENT AND FUTURE CHAPEL MAINTENANCE.3) IN THE FALL OF 2006, FAITH LUTHERAN CHURCH, AN OLD, HISTORICAL RURAL LUTHERAN CHURCH FROM BOX ELDER, MT WAS MOVED TO BILLINGS. THIS CHURCH, AFFECTIONATELY KNOWN AS "THE LITTLE WHITE CHURCH" IS BEING RENOVATED AS PART OF THE WYNDSTONE, A NEW ST. JOHN'S DEVELOPMENT IN BILLINGS HEIGHTS. THROUGH 2010, MORE THAN $110,000 HAS BEEN DONATED AND USED TO SUPPORT THE MOVE AND RESTORATION OF THE LITTLE WHITE CHURCH.4) OTHER 2010 GIFTS TO ST. JOHN'S FROM THE FOUNDATION INCLUDE: SUPPORT LSS ADOPTION SERVICES AND BIRTH PARENT COUNSELING $15,875SUPPORT ACQUISITION OF EMPLOYEE LEARNING SOFTWARE $10,800SUPPORT THE CROSSINGS, A ST. JOHN'S COMMUNITY IN LAUREL, MT $9,158EMPLOYEE HELP FUND $7,686SUPPORT EXPENSES FOR CENTER FOR GENERATIONS $2,137SUPPORT INSTALLATION OF NEW BENCHES ACROSS THE CAMPUS $1,495ONE OF THE AMBITIOUS COMMUNITY BENEFITS UNDERTAKEN BY THE FOUNDATION PROVIDES FREE SUMMER CONCERTS TO THE BILLINGS COMMUNITY AT THE FRED & MARIE MILLER PAVILION ON THE CAMPUS OF ST. JOHN'S. SECURING PERFORMERS FOR THE SUMMER CONCERT SERIES, ENSURING THERE IS ADEQUATE NOTICE TO THE PUBLIC OF THE VARIOUS EVENTS, COORDINATING VOLUNTEERS AND EMPLOYEES, AND FINDING COMMUNITY SUPPORTERS TO DEFRAY THE COST ARE JUST AN EXAMPLE OF WHAT IS NECESSARY TO PROVIDE THIS "SUMMER TRADITION" TO THE LIVE MUSIC LOVERS IN BILLINGS. THE FOUNDATION IS GRATEFUL TO THE SPONSORS FOR THE SUMMER CONCERT SERIES WHO PROVIDED $40,900, ALL OF WHICH WAS USED TO PAY FOR THE SERIES AND ALLOW THEM TO BE FREE FOR THE COMMUNITY.THE SUMMER CONCERT SERIES, WHICH CELEBRATED ITS 13TH SEASON IN 2010, HAS BECOME ST. JOHN'S MARQUEE EVENT AND A SUMMER TRADITION FOR BOTH OUR RESIDENTS AND MANY FAMILIES IN THE COMMUNITY. 2010 WAS ANOTHER RECORD SETTING YEAR AS THE SERIES SAW OVER 10,000 PEOPLE IN ATTENDANCE DURING THE SIX CONCERTS AND WELCOMED TWELVE DIFFERENT PERFORMERS TO OUR CAMPUS AND THE FRED & MARIE MILLER PAVILION. ST. JOHN'S NUTRITIONAL SERVICES DEPARTMENT PREPARED AND SERVED 6,282 MEALS, AND MOST IMPORTANTLY, WE PROVIDED SIX COMMUNITY EVENTS AT NO CHARGE TO OUR RESIDENTS, FRIENDS AND NEIGHBORS! THE 2010 SCHEDULE WAS AS FOLLOWS: JULY 8TH, THE MUSIC OF SIMON & GARFUNKEL JULY 15TH, ROB QUIST & GREAT NORTHERN BAND JULY 22ND, THE MIDLIFE CHRYSLERS JULY 29TH, TREVOR KRIEGER, JEFF TROXEL & FRIENDS AUGUST 5TH, DRUM BROTHERS AUGUST 12TH, MARIA MULDAUR | Description |
| Total Program Service Expense | 146836 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK BEADLE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4066555601 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PHIL GRIFFIN | ||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| PAT BELLINGHAUSEN THRU MARCH 2010 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CRAIG BARTHOLOMEW | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| LINDA BRANAE | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| STAN HILL | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| BOB WALLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CLAUDIA BAKER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HAROLD EVERSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JENNIFER HAARR | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAIGE DARDEN-MONTAGUE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TROY NEARPASS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LEE RICHARDSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PAIGE SPAULDING | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STEVE TOSTENRUD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KENT BURGESS | ||||||
| CEO | 5.00 | X | 0 | 187483 | 34889 | |
| GREG PETERSON | ||||||
| CFO | 5.00 | X | 0 | 115414 | 20936 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 302897 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 55825 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 8758 | FundraisingEvents |
| All Other Contributions | 412788 | AllOtherContributions |
| Noncash Contributions | 113300 | NoncashContributions |
| Total Contributions | 421546 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113583 | TotalRevenueColumn |
| Exclusion | $113,583 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41376 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42092 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -716 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -716 | TotalRevenueColumn |
| Exclusion | -$716 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 80888 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 8758 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 46925 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33963 | TotalRevenueColumn |
| Exclusion | $33,963 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COFFEE SALES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1570 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1570 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1570 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 566806 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1570 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $146,830 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76451 | Total |
| Program Services | 76451 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36042 | Total |
| Program Services | 36042 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248 | Total |
| Management And General | 248 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500 | Total |
| Management And General | 1500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2778 | Total |
| Management And General | 2778 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5437 | Total |
| Fundraising | 5437 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Management And General | 50 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2305 | Total |
| Management And General | 2305 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452 | Total |
| Management And General | 452 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1228 | Total |
| Management And General | 1228 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COMMUNITY BENEFIT | 31542 | 31542 |
| COMMUNITY DEVELOPMENT | 2801 | 2801 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160834 | Total |
| Program Services | 146836 | ProgramServices |
| Management And General | 8561 | ManagementAndGeneral |
| Fundraising | 5437 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251531 | BOY |
| EOY | 385801 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5364 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29913 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21895 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9246 | BOY |
| EOY | 8018 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2903782 | BOY |
| EOY | 3148919 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604221 | BOY |
| EOY | 749936 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3768780 | BOY |
| EOY | 4298038 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111109 | BOY |
| EOY | 124259 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505726 | BOY |
| EOY | 464572 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 616835 | BOY |
| EOY | 588831 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1856953 | BOY |
| EOY | 2362470 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380687 | BOY |
| EOY | 427339 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914305 | BOY |
| EOY | 919398 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3151945 | BOY |
| EOY | 3709207 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3768780 | BOY |
| EOY | 4298038 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 405972 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 151290 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S LUTHERAN MINISTRIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810288768 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $76,451 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 76451 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2903792 | BeginningOfYearBalance |
| Contributions | 90990 | Contributions |
| Investment Earnings Or Losses | 287585 | InvestmentEarningsOrLosses |
| Other Expenditures | 133449 | OtherExpenditures |
| End Of Year Balance | 3148918 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1714696 | BeginningOfYearBalance |
| Contributions | 638869 | Contributions |
| Investment Earnings Or Losses | 579621 | InvestmentEarningsOrLosses |
| Other Expenditures | 29394 | OtherExpenditures |
| End Of Year Balance | 2903792 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1808001 | BeginningOfYearBalance |
| Contributions | 485172 | Contributions |
| Investment Earnings Or Losses | -578477 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1714696 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.70800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.29200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29913 | OtherCostOrOtherBasis |
| Depreciation | 21895 | Depreciation |
| Book Value | 8018 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8018 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN TRUST | 69374 |
| DUE FROM AFFILIATE | 680562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 749936 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED LIABILITY TO ANNUITY BENEFICIARIES | Description |
| Amount | $464,572 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 464572 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ST. JOHN'S FOUNDATION HAS ESTABLISHED ENDOWMENT FUNDS WHOSE EARNINGS WILL PROVIDE AN INCOME STREAM TO SUPPORT THE MISSION OF ST. JOHN'S FOR YEARS TO COME. THE BOARD OF DIRECTORS OF ST. JOHN'S FOUNDATION IS RESPONSIBLE FOR APPROVING EXPENDITURES FROM THESE ENDOWMENT FUNDS. THE FOUNDATIONS ENDOWMENTS ARE AS FOLLOWS: ENDOWMENT FOR SPIRITUAL CARE - TO SUPPORT PASTORAL CARE AT ST. JOHN'S AND TO HELP ENSURE THAT ST. JOHN'S CONTINUES TO BE A SPIRITUAL HOME FOR OUR RESIDENTS AND STAFF. SULENES ENDOWMENT FOR ALZHEIMER'S CARE - ESTABLISHED IN 2005, THE NORMAN L. AND MARY LOU SULENES ENDOWMENT FOR ALZHEIMER'S CARE WILL SUPPORT THOSE AFFECTED BY ALZHEIMER'S OR DEMENTIA AND THE STAFF WHO CARE FOR THEM. ST. JOHN'S LIVING ENDOWMENT - PROCEEDS FROM THIS ENDOWMENT FUND ARE NOT EARMARKED FOR A SPECIFIC PURPOSE, BUT WILL BE USED TO SUPPORT NEEDS IDENTIFIED WITHIN THE COMMUNITY. AT THIS TIME, INTVESTMENT EARNINGS ARE EARMARKED TO SUPPORT RESIDENTS LIVING AT ST. JOHN'S WHO CAN NO LONGER AFFORD TO LIVE HERE. KATHY LILLIS CHAPEL ENDOWMENT - THIS FUND WAS ESTABLISHED TO MAINTAIN THE KATHY LILLIS CHAPEL. THE RALPH NELLES EDUCATION ENDOWMENT - ESTABLISHED IN 2008 WITH A MAJOR GIFT FROM A BILLINGS PHILANTHROPIST. EARNINGS FROM THIS ENDOWMENT WILL ASSIST WITH STAFF EDUCATION AND DEVELOPMENT. THE HALL DITEMAN ENDOWMENT FUND - ESTABLISHED IN 2009 WITH A LARGE GIFT FROM THE ESTATE OF NOTED BILLINGS ARTIST. EARNINGS FROM THIS ENDOWMENT WILL BE USED FOR MAINTENANCE OF THE HOUSE. THE PAUL MCCANN ENDOWMENT - ESTABLISHED IN 2010 WITH A LARGE GIFT TO BE USED FOR THE CONTINUING EDUCATION OF OUR CAMPUS NURSES. ST. JOHN'S FOUNDATION SOLICITS GIFTS TO THESE ENDOWMENTS, BOTH AS CASH GIFTS OR PLANNED GIFTS. PLANNED GIFTS HAVE BEEN PRIMARILY IN THE FORM OF CHARITABLE GIFT ANNUITIES, THESE PLANNED GIFTS TO ST. JOHN'S FOUNDATION ENDOWMENT FUNDS ARE ELIGIBLE FOR THE MONTANA QUALIFIED ENDOWMENT TAX CREDIT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ST. JOHN'S FOUNDATION UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION WITH RELEVANT TAX AUTHORITIES. AS OF DECEMBER 31, 2010 AND 2009 ST. JOHN'S FOUNDATION HAD NOT RECOGNIZED A TAX LIABILITY FOR AN UNCERTAINTY. ST. JOHN'S FOUNDATION WILL RECOGNIZE FUTURE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE, IF INCURRED. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART IS AGELESS | NameOfEvent1 |
| Gross Receipts Event1 | 60737 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4081 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 56656 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 3630 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 450 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 29884 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LSS GOLF CHALLENGE | NameOfEvent2 |
| Gross Receipts Event2 | 19145 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 3945 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 15200 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 2000 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6170 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 2306 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 395 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 9764 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 732 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 9032 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 1590 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 500 | EntertainmentOtherEvents |
| Gross Receipts Total | 89646 | GrossReceiptsTotal |
| Charitable Contributions Total | 8758 | CharitableContributionsTotal |
| Gross Revenue Total Events | 80888 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2000 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6170 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 7526 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 950 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 30279 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46925 | DirectExpenseSummaryEvents |
| Net Income Summary | 33963 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S LUTHERAN MINISTRIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 810288768 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 76451 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT MISSION OF ST. JOHN'S LUTHERAN MINISTRIES, INC. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| SCHOLARSHIPS FOR COLLEGE EDUCATION | 24 | 13250 | 0 |
| RESIDENT ASSISTANCE | 5 | 22792 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: DISBURSEMENT OF GRANT FUNDS IS MADE DIRECTLY TO THE INSTITUTE OF HIGHER EDUCATION FOR THE BENEFIT OF THE PARTICULAR GRANTEE. GRANTEES ARE REQUIRED TO SUPPLY A TRANSCRIPT EACH SEMESTER OR QUARTER TO THE ST. JOHN'S FOUNDATION TO PROVE THE GRANTEE HAS COMPLETED THE TERM THE GRANT APPLIED TO. THE ORGANIZATION ALSO PROVIDES GRANTS TO A RELATED EXEMPT ORGANIZATION AND ENSURES THE USE OF THE FUNDS ARE TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENT BURGESS | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 147535 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 38488 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 1460 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 28540 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6829 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 222852 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 38488 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | DEFERRED COMPENSATION PLAN IN EFFECT - 2010 CONTRIBUTIONS MADE FOR KENT BURGESS ($13,037) AND GREG PETERSON ($8,137) | |
| PART III | SCHEDULE J, PART I, LINE 3 COMPENSATION IS PAID TO THE CEO BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION HAS A PROCESS IN PLACE FOR DETERMINING COMPENSATION USING THE METHODS DESCRIBED IN LINE 3. | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 113300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS ST. JOHN'S LUTHERAN MINISTRIES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS ARE NOMINATED BY NOMINATING COMMITTEE (MADE UP OF OWNERSHIP CONGREGATION DELEGATES/BOARD MEMBERS) AND VOTED ON BY OWNERSHIP CONGREGATION DELEGATES AT ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE PRESENTED TO THE FINANCE COMMITTEE WHO WILL CARRY A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. FORM 990 IS PRESENTED ELECTRONICALLY TO THE FULL BOARD PRIOR TO FILING. | |
| COMPLIANCE WITH POLICY IS MONITORED BY OVERALL AWARENESS OF DIRECTORS INTERESTS. THE BOARD OF DIRECTORS AND OFFICERS ARE COVERED UNDER THIS POLICY. ALL CONFLICTS ARE REVIEWED BY THE BOARD. VOTING RESTRICTIONS ARE IMPOSED ON DIRECTORS AND OFFICERS WHO HAVE A CONFLICT OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| FORM 990, PART VI, SECTION B, LINE 15A: KENT BURGESS AND GREG PETERSON ARE COMPENSATED BY ST. JOHN'S LUTHERAN MINISTRIES FOR SERVICES PROVIDED TO ST JOHN'S LUTHERAN MINISTRIES AND THE ST JOHN'S FOUNDATION. ST. JOHN'S LUTHERAN MINISTRIES HAS A PROCESS IN PLACE TO DETERMINE THE INDIVIDUAL'S COMPENSATION. | ||
| THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 151,290. | FORM 990, PART XI, LINE 5: |
| ORGANIZATION WAS PART OF A CONSOLIDATED AUDIT WITH ST. JOHN'S LUTHERAN MINISTRIES, INC. | FORM 990, PART XI, LINE 2B | |
| SERVICE OF BOARD MEMBER TO RELATED ORGANIZATION | KENT BURGESS AND GREG PETERSON SERVE AS CEO AND CFO, RESPECTIVELY, AT ST. JOHN'S LUTHERAN MINISTRIES, INC. KENT BURGESS SERVES ST. JOHN'S LUTHERAN MINISTRIES, INC. 35 HOURS PER WEEK. GREG PETERSON SERVES ST. JOHN'S LUTHERAN MINISTRIES, INC. 40 HOURS PER WEEK. HAROLD EVERSON, DIRECTOR, SERVES ST. JOHN'S LUTHERAN MINISTRIES, INC. AS THE CHAIRPERSON OF THE BOARD 4 HOURS PER WEEK. PAT BELLINGHAUSEN, DIRECTOR THROUGH MARCH 2010, SERVES ST. JOHN'S LUTHERAN MINISTRIES, INC. AS A DIRECTOR THROUGH MARCH 2010 2 HOURS PER WEEK. | FORM 990, PART VII, SECTION A |
| CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS | ST. JOHN'S FOUNDATION IS GRATEFUL FOR THE SUPPORT IT RECEIVES FROM COMMUNITY MEMBERS WHO GIVE OF THEIR TALENTS AND RESOURCES TO HELP MAKE ST. JOHN'S LUTHERAN MINISTRIES, INC. ONE OF THE PREMIER SENIOR LIVING/LONG TERM CARE FACILITIES IN THE NORTHWEST. | FORM 990, PART III,LINE 4A CONTINUED |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOHN'S LUTHERAN MINISTRIES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 RIMROCK ROAD | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810288768 | EIN |
| Primary Activities | THE PROVISION OF HEALTHCARE SERVICES | PrimaryActivities |
| Legal Domicile State | MT | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |