ST LUKES FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

ST LUKES FOUNDATION INC

EIN 23-7099149 · Education (B250)

What they do

AN EXCEPTIONAL EDUCATION THAT INSPIRES A DEEP LOVE of LEARNING, A STRONG MORAL COMPASS, THE COMMITMENT to SERVE, and THE CONFIDENCE to LEAD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $67.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.79%of revenue went to mission work67.9% of expenses · Program services

5.30%of revenue went to fundraising5.3% of expenses

$99.80spent for every $100 of revenueRevenue covered expenses this year.

26.70%of revenue went to management and office costs26.8% of expenses

$3.75in assets for every $1 spent this yearSome assets cannot be spent right away.

9.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $870,250 for MARY CARTER (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$38,526,979

Mission workProgram services$26,118,87167.79% of revenue67.9% of expenses

ManagementOffice and general costs$10,288,09026.70% of revenue26.8% of expenses

FundraisingAsking for donations$2,042,0725.30% of revenue5.3% of expenses

Revenue left after expensesReported annual surplus$77,9460.20% of revenueShown in gray on the chart

Total expenses$38,449,03399.80% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 67.9% mission · 26.8% management · 5.3% fundraisingTotal expenses: 99.80% of revenue

2023Expense mix: 67.4% mission · 26.6% management · 6.0% fundraisingTotal expenses: 103.44% of revenue

2022Expense mix: 67.9% mission · 26.3% management · 5.8% fundraisingTotal expenses: 103.03% of revenue

2021Expense mix: 67.2% mission · 26.3% management · 6.5% fundraisingTotal expenses: 101.15% of revenue

2020Expense mix: 71.3% mission · 23.3% management · 5.4% fundraisingTotal expenses: 91.64% of revenue

2019Expense mix: 77.4% mission · 16.8% management · 5.8% fundraisingTotal expenses: 96.90% of revenue

2018Expense mix: 71.3% mission · 22.7% management · 6.0% fundraisingTotal expenses: 92.28% of revenue

2017Expense mix: 78.7% mission · 13.6% management · 7.7% fundraisingTotal expenses: 88.27% of revenue

Money in and money out

Revenue$38,526,979

Expenses$38,449,033

Annual surplus $77,946 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$26,118,871 · 67.9% of expenses

Management and office costs$10,288,090 · 26.8% of expenses

Fundraising$2,042,072 · 5.3% of expenses

See all reported dollar amounts

Revenue$38,526,979

Expenses$38,449,033

Assets$144,019,567

Income$39,852,264

Contributions$3,818,822

Mission work (program services)$26,118,871

Fundraising$2,042,072

Management and general$10,288,090

Stocks and bonds$11,767,410

Accounting fees$101,822

Investing fees$176,296

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MARY CARTERHEAD OF SCHOOL · 40 hrs/week $870,250Base $690,031 · Other $180,219

JULIA GABRIELEASSOCIATE HEAD OF SCHOOL & CFO · 40 hrs/week $498,428Base $388,886 · Other $109,542

ELIZABETH PERRYASSISTANT HEAD OF SCHOOL FOR ACADEMICS · 40 hrs/week $297,769Base $238,700 · Other $59,069

JENNIFER RHODESDIRECTOR OF DEVELOPMENT (UNTIL 09/24) · 40 hrs/week $280,960Base $251,602 · Other $29,358

MARK DAVISFORMER HEAD OF SCHOOL $278,374

WILLIAM BLUDGUSHEAD OF UPPER SCHOOL · 40 hrs/week $271,028Base $221,008 · Other $50,020

NANCY TROEGERDIRECTOR OF COMMUNICATIONS · 40 hrs/week $268,347Base $195,894 · Other $72,453

JASON GIFFENDIRECTOR OF ENROLLMENT MANAGEMENT · 40 hrs/week $244,231Base $204,418 · Other $39,813

KATHRYN BOORSEHEAD OF MIDDLE SCHOOL · 40 hrs/week $229,854Base $178,211 · Other $51,643

SONIA BELLDIRECTOR OF COLLEGE COUNSELING · 40 hrs/week $204,019Base $190,863 · Other $13,156

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (36)

MARY CARTERHEAD OF SCHOOL

JULIA GABRIELEASSOCIATE HEAD OF SCHOOL & CFO

ELIZABETH PERRYASSISTANT HEAD OF SCHOOL FOR ACADEMICS

JENNIFER RHODESDIRECTOR OF DEVELOPMENT (UNTIL 09/24)

MARK DAVISFORMER HEAD OF SCHOOL

WILLIAM BLUDGUSHEAD OF UPPER SCHOOL

NANCY TROEGERDIRECTOR OF COMMUNICATIONS

JASON GIFFENDIRECTOR OF ENROLLMENT MANAGEMENT

KATHRYN BOORSEHEAD OF MIDDLE SCHOOL

SONIA BELLDIRECTOR OF COLLEGE COUNSELING

RICHARD RILEYVICE-CHAIR

PAM FELDSTEINTRUSTEE

ROBERT CIOFFITREASURER

KARLA SEADTRUSTEE

MYLES GAINESTRUSTEE

SCOTT DEPETRISVICE-CHAIR

MELISSA BAKERTRUSTEE

MATTHEW DRAPKINTRUSTEE

SETH BRODYTRUSTEE

TIMOTHY LEWISTRUSTEE

KATHERINE ROTHSCHILDTRUSTEE

KATHERINE OWSLEYTRUSTEE

ALICIA MEYERTRUSTEE

KAREN STAMOULISTRUSTEE

JONATHAN JODKATRUSTEE

JILL STUTETRUSTEE

JEFF SANDERSTRUSTEE

GRETCHEN WAGNERSECRETARY

DAVID DJ WOLFFTRUSTEE

DARLENE NEGBENEBOR SEITZTRUSTEE

DANIEL PRATTTRUSTEE

CHRISTOPHER ROSOWCHAIR

ANDREW HOBSONTRUSTEE

ANDREW GERBERTRUSTEE

ANDREA LISHERTRUSTEE

AMY OWENSTRUSTEE

About this charity

Recognized since: January 1971
Location: 377 N WILTON RD, NEW CANAAN, CT 06840-2317
County: Fairfield
In care of: % COLLEEN WEST
Primary officer: JULIA GABRIELE, ASSOCIATE HEAD OF SCHOOL & CFO

How to reach them

WebsiteVisit the charity’s website Emailadmissions@stlukesct.org Phone(203) 966-5612

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Education (B250)