PRESENCE HEALTH FOUNDATION BOARD OF TRUSTEES Charity Report

Public IRS 990 nonprofit record

PRESENCE HEALTH FOUNDATION BOARD OF TRUSTEES

EIN 36-3330929 · Fund Raising and/or Fund Distribution

What they do

to SOLICIT and INVEST CONTRIBUTIONS, GIFTS and BEQUESTS ON THE BEHALF of PRESENCE ALEXIAN BROTHERS HEALTH SYSTEM, SO THAT THEY MAY DEVELOP and EXPAND THEIR SERVICES to THE COMMUNITIES THEY SERVE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.80 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 2018The report may be old. Ask for a newer one.

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

They name their leaders16 people are listed in the latest report.

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

Money made simple

59.11%of revenue went to mission work70.8% of expenses · Program services

22.66%of revenue went to fundraising27.1% of expenses

$83.47spent for every $100 of revenueRevenue covered expenses this year.

1.70%of revenue went to management and office costs2.0% of expenses

103.0%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 $345,511 for SALLIE HAZELRIGG (EX-OFFICIO DIRECTOR/SR. EXECUTIVE OFFICER). 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 2018

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$8,556,919

Mission workProgram services$5,057,82659.11% of revenue70.8% of expenses

ManagementOffice and general costs$145,7681.70% of revenue2.0% of expenses

FundraisingAsking for donations$1,938,97822.66% of revenue27.1% of expenses

Revenue left after expensesReported annual surplus$1,414,34716.53% of revenueShown in gray on the chart

Total expenses$7,142,57283.47% 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

2018CurrentExpense mix: 70.8% mission · 2.0% management · 27.1% fundraisingTotal expenses: 83.47% of revenue

2017Expense mix: 77.3% mission · 1.0% management · 21.7% fundraisingTotal expenses: 153.89% of revenue

2016Expense mix: 60.5% mission · 1.6% management · 38.0% fundraisingTotal expenses: 121.13% of revenue

Money in and money out

Revenue$8,556,919

Expenses$7,142,572

Annual surplus $1,414,347 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)$5,057,826 · 70.8% of expenses

Management and office costs$145,768 · 2.0% of expenses

Fundraising$1,938,978 · 27.1% of expenses

See all reported dollar amounts

Revenue$8,556,919

Expenses$7,142,572

Income$2,475,378

Contributions$8,812,254

Mission work (program services)$5,057,826

Fundraising$1,938,978

Grants given$5,047,209

Average grant$560,801

Management and general$145,768

Executive compensation (total)$517,202

Stocks and bonds$28,800,431

People

Leadership and board

Tax year 2018

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

People reported as paid

Person and titleCompensation

SALLIE HAZELRIGGEX-OFFICIO DIRECTOR/SR. EXECUTIVE OFFICER · 40 hrs/week $345,511Base $334,938 · Other $10,573

ELIZABETH J EDGARSYSTEM DIRECTOR, PHILANTHROPY · 40 hrs/week $222,467Base $203,926 · Other $18,541

DANIEL LIBERTYSYSTEM DIRECTOR, CORPORATE & FOUNDATION RELATIONS · 40 hrs/week $169,633Base $158,306 · Other $11,327

MARY K FAIRBANKREGIONAL AVP, FOUNDATION · 40 hrs/week $129,503Base $100,925 · Other $28,578

CATHERINE OSTERHOLZDIRECTOR, FOUNDATION DEVELOPMENT · 40 hrs/week $102,421Base $102,164 · Other $257

PATRICIA EDDYTREASURER · 1 hrs/week $36,023Base · Other $36,023

JULIE P ROKNICHSECRETARY · 1 hrs/week $34,317Base · Other $34,317

JEFFREY M ROONEYFORMER OFFICER ( END 3/2018) $20,127Base · Other $20,127

JAMES H KELLEYFORMER OFFICER ( END 3/2018) $19,828Base · Other $19,828

BETTINA A JOHNSONASSISTANT TREASURER (END 12/2018) · 1 hrs/week $16,099Base · Other $16,099

JEANNIE C FREYFORMER OFFICER ( END 3/2018) $13,959Base · Other $13,959

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 (16)

SALLIE HAZELRIGGEX-OFFICIO DIRECTOR/SR. EXECUTIVE OFFICER

ELIZABETH J EDGARSYSTEM DIRECTOR, PHILANTHROPY

DANIEL LIBERTYSYSTEM DIRECTOR, CORPORATE & FOUNDATION RELATIONS

MARY K FAIRBANKREGIONAL AVP, FOUNDATION

CATHERINE OSTERHOLZDIRECTOR, FOUNDATION DEVELOPMENT

PATRICIA EDDYTREASURER

JULIE P ROKNICHSECRETARY

JEFFREY M ROONEYFORMER OFFICER ( END 3/2018)

JAMES H KELLEYFORMER OFFICER ( END 3/2018)

BETTINA A JOHNSONASSISTANT TREASURER (END 12/2018)

JEANNIE C FREYFORMER OFFICER ( END 3/2018)

DAN STEVENSONDIRECTOR

DONALD HACKLEDIRECTOR

KENNETH BAUWENSCHAIR/PRESIDENT

THOMAS RUSSEDIRECTOR

THOMAS D SETTLESDIRECTOR

About this charity

Location: 200 SOUTH WACKER DRIVE, CHICAGO, IL 60606
County: Cook
In care of: TONYA MERSHON
Primary officer: TONYA MERSHON, TAX OFFICER

How to reach them

Phone(877) 737-4636

Filing and classification

Latest tax year: 2018
Tax period began: July 1, 2018
Return type: 990
IRS tax category: Fund Raising and/or Fund Distribution
Grant-giving organization: Yes