Nonprofit · EIN 41-1448118
ST LUKES FOUNDATION
Tax-exempt · DULUTH, MN 55805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,273,026 | $2,025,079 | $247,947 | $18,199,938 | $2,885,602 | $15,314,336 |
| June 30, 2024 | 990 | $1,033,661 | $666,162 | $367,499 | $16,474,374 | $1,784,226 | $14,690,148 |
| December 31, 2023 | 990 | $1,598,383 | $1,289,575 | $308,808 | $15,474,436 | $1,803,254 | $13,671,182 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,692,086
- Program service revenue
- $0
- Investment income
- $758,338
- Net gain from sales of assets
- $115,130
- Net income from fundraising events
- -$177,398
- Other revenue
- -$177,398
Expenses
- Grants and similar amounts paid
- $1,384,327
- Other salaries and wages
- $440,387
- Salaries, compensation and benefits (total)
- $470,723
- Professional fundraising fees
- $0
- Accounting fees
- $2,917
- Occupancy
- $33,432
- Travel
- $3,148
- Program services (functional)
- $1,871,067
- Management and general (functional)
- $154,012
Balance sheet and other
- Total assets, start of year
- $16,474,374
- Total assets, end of year
- $18,199,938
- Total liabilities, end of year
- $2,885,602
- Net assets, end of year
- $15,314,336
- Publicly traded securities
- $16,940,840
- Net assets without donor restrictions
- $7,969,558
- Net assets with donor restrictions
- $7,344,778
- Gross receipts
- $2,490,448
- Employees
- 0
- Volunteers
- 37
- Year formed
- 1982
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW HEYWOOD | PRESIDENT & CEO ASPIRUS Officer | 2 | $0 | $3,868,734 | $361,440 |
| ERIC LOHN | CO-PRES./CEO & CFO (THRU 09/24) Officer | 1 | $0 | $1,107,267 | $224,034 |
| NICHOLAS VAN DEELEN MD | CO-PRESIDENT/CEO & CMO Officer | 1 | $0 | $971,679 | $197,401 |
| JERRY M YANG | SVP-CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $677,240 | $138,394 |
| DR WALDO AVELLO | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $292,760 | $2,133 |
| CATHERINE CARTER HUBER | EXECUTIVE DIRECTOR/CDO Officer | 1 | $0 | $211,533 | $5,538 |
| JON NIEMI | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $31,835 | $6,422 |
| JC WELLES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARMEN WENDLAND | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN DASTOOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERSTYN HENDRICKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SCOTT LYONS | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| WENDY ALTHOEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDY HARVEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDSEY JACOBSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN LAWIEN | DIRECTOR Trustee or director | 1 | $0 |
| PAKOU LY | DIRECTOR (THRU 01/25) Trustee or director | 1 | $0 |
| KAREN OLSON | DIRECTOR Trustee or director | 1 | $0 |
| RONI SALO | DIRECTOR (THRU 01/25) Trustee or director | 1 | $0 |
| CARRIE SCHERER | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW WEISZ | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JC WELLES | CHAIR Trustee or director, Officer | 1 | $0 |
| CARMEN WENDLAND | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| STEVEN DASTOOR | TREASURER Trustee or director, Officer | 1 | $0 |
| KERSTYN HENDRICKS | SECRETARY Trustee or director, Officer | 1 | $0 |
| SCOTT LYONS | PAST CHAIR Trustee or director, Officer | 1 | $0 |
| WENDY ALTHOEN | DIRECTOR Trustee or director | 1 | $0 |
| DR WALDO AVELLO | DIRECTOR Trustee or director | 1 | $0 |
| JUDY HARVEY | DIRECTOR Trustee or director | 1 | $0 |
| LINDSEY JACOBSON | DIRECTOR Trustee or director | 1 | $0 |
| JOHN LAWIEN | DIRECTOR Trustee or director | 1 | $0 |
| PAKOU LY | DIRECTOR (THRU JUNE 2024) Trustee or director | 1 | $0 |
| JON NIEMI | DIRECTOR Trustee or director | 1 | $0 |
| KAREN OLSON | DIRECTOR Trustee or director | 1 | $0 |
| RONI SALO | DIRECTOR Trustee or director | 1 | $0 |
| CARRIE SCHERER | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW WEISZ | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW HEYWOOD | PRESIDENT & CEO ASPIRUS Officer | 2 | $0 |
| JEFFREY JONES | SVP-CFO (THRU 04/23) Officer | 2 | $0 |
| JERRY M YANG | SVP - CHIEF FINANCIAL OFFICER Officer | 2 | $0 |
| ERIC LOHN | CO-PRESIDENT/CEO & CFO Officer | 2 | $0 |
| NICHOLAS VAN DEELEN MD | CO-PRESIDENT/CEO & CMO Officer | 1 | $0 |
| CATHERINE CARTER HUBER | EXECUTIVE DIRECTOR/CDO Officer | 40 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC LOHN | CO-PRESIDENT/CEO & CFO Officer | 2 | $0 | $1,026,111 | $79,070 |
| NICHOLAS VAN DEELEN MD | CO-PRESIDENT/CEO & CMO Officer | 1 | $0 | $990,213 | $79,070 |
| DR WALDO AVELLO | DIRECTOR Trustee or director | 1 | $0 | $280,952 | $11,495 |
| CATHERINE CARTER HUBER | EXECUTIVE DIRECTOR/CDO Officer | 40 | $216,198 | $0 | $7,602 |
| JON NIEMI | DIRECTOR Trustee or director | 1 | $0 | $34,415 | $16,868 |
| JC WELLES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARMEN WENDLAND | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN DASTOOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERSTYN HENDRICKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SCOTT LYONS | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WENDY ALTHOEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDY HARVEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDSEY JACOBSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN LAWIEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAKOU LY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN OLSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RONI SALO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE SCHERER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW WEISZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 E 1ST ST STE 102, DULUTH, MN 55805-2297
- Principal officer (990 for 2024)
- LORI PECK, 1000 EAST FIRST STREET 102, DULUTH, MN 55805
- Signed the 990
- LORI PECK, INTERIM CFO
- Phone
- (218) 249-2420
- Website
- WWW.SLHDULUTH.COM/FOUNDATION
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
ST. LUKE'S FOUNDATION PROVIDES FINANCIAL SUPPORT TO ASPIRUS ST. LUKE'S HOSPITAL OF DULUTH AND THE REGION IT SERVES TO ADVANCE PATIENT CARE, HEALTH EDUCATION, AND CLINICAL RESEARCH.
Program accomplishments
- TO MAKE GRANTS TO ASPIRUS ST. LUKE'S HOSPITAL OF DULUTH AND OTHER ORGANIZATIONS TO PURCHASE MEDICAL EQUIPMENT AND SUPPLIES, AND TO PROVIDE HEALTHY LIFESTYLE EDUCATION TO BOTH THE PUBLIC AND HOSPITAL EMPLOYEES. DURING THE FISCAL YEAR ENDED JUNE 30, 2025, ASPIRUS ST. LUKE'S FOUNDATION PROVIDED $1,384,327 IN GRANTS TO ST. LUKE'S HOSPITAL OF DULUTH AND OTHER ORGANIZATIONS.Expenses $1,871,067 · grants $1,384,327
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1448118
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $18,199,938
- Income (IRS master file)
- $2,490,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,273,026 | $2,025,079 | $18,199,938 | IRS |
| 990 | June 2024 | $1,033,661 | $666,162 | $16,474,374 | IRS |
| 990 | December 2023 | $1,598,383 | $1,289,575 | $15,474,436 | XML |
| 990 | December 2022 | $1,780,139 | $1,768,562 | $12,265,513 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1448118).
Questions about ST LUKES FOUNDATION
- What is the EIN of ST LUKES FOUNDATION?
- The employer identification number (EIN) of ST LUKES FOUNDATION is 41-1448118.
- Is ST LUKES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ST LUKES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ST LUKES FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST LUKES FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST LUKES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST LUKES FOUNDATION?
- The 990 for the year ended June 30, 2025 names LORI PECK.
- Who are the officers and directors of ST LUKES FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does ST LUKES FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,273,026, expenses of $2,025,079 and total assets of $18,199,938 at year end.
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