SAINT JOSEPH BEREA HOSPITAL FOUNDATION Charity Report

Public IRS 990 nonprofit record

SAINT JOSEPH BEREA HOSPITAL FOUNDATION

EIN 26-0152877 · Single Organization Support (T11)

What they do

SAINT JOSEPH BEREA FOUNDATION SUPPORTS CHI SAINT JOSEPH HEALTHS DRIVE for EXCELLENCE BY INSPIRING DONORS to MAKE A TANGIBLE DIFFERENCE THROUGH THEIR PHILANTHROPIC INVESTMENT IN OUTSTANDING PATIENT CARE FACILITIES and SERVICES, THE EDUCATION of CAREGIVERS, ADVANCED CLINICAL RESEARCH and IMPROVED ACCESS to QUALITY MEDICAL CARE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $28.70 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 leaders24 people are listed in the latest report.

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

Money made simple

9.41%of revenue went to mission work28.7% of expenses · Program services

1.25%of revenue went to fundraising3.8% of expenses

$32.83spent for every $100 of revenueRevenue covered expenses this year.

22.17%of revenue went to management and office costs67.5% of expenses

$30.58in assets for every $1 spent this yearSome assets cannot be spent right away.

86.9%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 $80,824 for MATT GRIMSHAW (MARKET PRESIDENT). 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$602,133

Mission workProgram services$56,6399.41% of revenue28.7% of expenses

ManagementOffice and general costs$133,50622.17% of revenue67.5% of expenses

FundraisingAsking for donations$7,5141.25% of revenue3.8% of expenses

Revenue left after expensesReported annual surplus$404,47467.17% of revenueShown in gray on the chart

Total expenses$197,65932.83% 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: 28.7% mission · 67.5% management · 3.8% fundraisingTotal expenses: 32.83% of revenue

2023Expense mix: 52.8% mission · 46.4% management · 0.8% fundraisingTotal expenses: 335.79% of revenue

2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 66.28% of revenue

2021Expense mix: 93.0% mission · 3.4% management · 3.5% fundraisingTotal expenses: 93.90% of revenue

2020Expense mix: 91.3% mission · 3.7% management · 5.0% fundraisingTotal expenses: 92.69% of revenue

2019Expense mix: 73.8% mission · 3.4% management · 22.8% fundraisingTotal expenses: 83.00% of revenue

2018Expense mix: 85.6% mission · 8.9% management · 5.5% fundraisingTotal expenses: 50.16% of revenue

2017Expense mix: 88.3% mission · 9.1% management · 2.6% fundraisingTotal expenses: 105.24% of revenue

Money in and money out

Revenue$602,133

Expenses$197,659

Annual surplus $404,474 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)$56,639 · 28.7% of expenses

Management and office costs$133,506 · 67.5% of expenses

Fundraising$7,514 · 3.8% of expenses

See all reported dollar amounts

Revenue$602,133

Expenses$197,659

Assets$6,045,034

Income$641,566

Contributions$523,437

Mission work (program services)$56,639

Fundraising$7,514

Grants given$2,539,692

Average grant$362,813

Management and general$133,506

Investing fees$15,283

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

MATT GRIMSHAWMARKET PRESIDENT · 1 hrs/week $80,824Base · Other $80,824

CHRISTY SPITSERINTERIM MKT. PRES. (THROUGH 12/2024)/MKT VP · 1 hrs/week $49,363Base · Other $49,363

BENJAMIN NELTNER MDBOARD MEMBER/PHYSICIAN · 1 hrs/week $46,226Base · Other $46,226

K DELAINE THIELMARKET VP, PHILANTHROPY · 10 hrs/week $18,882Base · Other $18,882

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 (24)

MATT GRIMSHAWMARKET PRESIDENT

CHRISTY SPITSERINTERIM MKT. PRES. (THROUGH 12/2024)/MKT VP

BENJAMIN NELTNER MDBOARD MEMBER/PHYSICIAN

K DELAINE THIELMARKET VP, PHILANTHROPY

JESSE HODGSONCHAIR

WENDY HECHEMYBOARD MEMBER

TRACY PEARCEBOARD MEMBER

SHERRY TAULBOARD MEMBER

PAUL CHARTIERBOARD MEMBER

MARGARET GRAYVICE CHAIR

LARRY COWGILLBOARD MEMBER

KRISTIN FORD MILAMBOARD MEMBER

KATHY ARMSSECRETARY

JULIA K HALLBOARD MEMBER (THROUGH 10/2024)

ALAN VANARSDALLTREASURER

JANET EVANSBOARD MEMBER

JAKOB DUERSONBOARD MEMBER

EDWARD STANKOBOARD MEMBER

DAVID MAYOBOARD MEMBER

ANNA-RICHELLE BACHBOARD MEMBER (THROUGH 6/2025)

ANN BRYANTBOARD MEMBER

AMY SMITH-CISSELLBOARD MEMBER

ALLISON BOONE PORTEUSBOARD MEMBER (THROUGH 2/2025)

ALICIA KAZEEBOARD MEMBER

About this charity

Recognized since: January 2007
Location: 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
County: Fayette
In care of: % JENNY LEWIS-WHELAN
Primary officer: K DELAINE THIEL, MARKET VP PHILANTHROPY

How to reach them

Phone(859) 313-1000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: COMMONSPIRIT HEALTH
NTEE classification: Single Organization Support (T11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes