2024-11-14T15:59:29+00:00 2023-12-31 990 2023-01-01 562488077 Saint Lukes East Hospital SAIN 8163475000 100 NE Saint Lukes Blvd Lees Summit MO 64086 MATTHEW MARINO CHIEF FINANCIAL OFFICER 8163474782 2024-11-14 2023 2024-10-15 13:58:12Z ROBERT OLM-SHIPMAN 100 NE Saint Lukes Blvd Lees Summit MO 64086 376201191 false X WWW.SAINTLUKESKC.ORG X 2004 MO HOSPITAL 14 11 1900 151 0 0 1953290 705778 358538783 373793985 1191711 1701428 0 361683784 376201191 48723043 49414007 0 124169010 128716491 0 0 184304178 186389226 357196231 364519724 4487553 11681467 556321610 598192963 203556613 208467221 352764997 389725742 SAINT LUKE'S EAST HOSPITAL IS A FAITH-BASED, NOT-FOR-PROFIT COMMUNITY HOSPITAL COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE AND HEALTH SERVICES IN A CARING ENVIRONMENT. AS A MEMBER OF SAINT LUKE'S HEALTH SYSTEM, WE ARE COMMITTED TO ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. false false 321078554 49414007 373793985 SAINT LUKE'S EAST HOSPITAL (SLEH) IS A FULL SERVICE, 236 BED HOSPITAL AND OUTPATIENT CAMPUS PROVIDING ACUTE AND GENERAL HEALTH CARE TO THE COMMUNITY. THE HOSPITAL PARTICIPATES IN THE MEDICAID AND MEDICARE PROGRAMS AND HAS A FINANCIAL ASSISTANCE POLICY FOR ASSISTING PEOPLE WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE. THE HOSPITAL HAD 61,400 INPATIENT DAYS AND PROVIDED APPROXIMATELY 154,300 OUTPATIENT AND EMERGENCY SERVICES. EMERGENCY SERVICES ARE PROVIDED 24 HOURS A DAY, 7 DAYS A WEEK AND ARE STAFFED BY BOARD-CERTIFIED EMERGENCY PHYSICIANS. THE HOSPITAL ALSO PROVIDES HEALTH RELATED ACTIVITIES AND SERVICES IN SUPPORT OF THE COMMUNITY, INCLUDING BUT NOT LIMITED TO SOCIAL WORK SERVICES, SPIRITUAL SERVICES, AND COMMUNITY EDUCATION / HEALTH FAIRS. 321078554 true true false true false false false false true true true false false true false false true false false false false false false false false true true true false true false false false false false false false false false false false false false true true true false false true X 1 0 true 1900 true false false false false false false false false false false false false X 14 11 true false false false true true true true true false false true true true true true true false false true true X MATTHEW MARINO 8163475000 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 DANIEL REXROTH DIRECTOR-VICE CHAIR 2.0 0 X X 0 0 0 JAKE LOVELESS DIRECTOR-SECR/TREAS 2.0 0 X X 0 0 0 KEITH ASEL DIRECTOR-CHAIR 2.0 0 X X 0 0 0 ROBERT OLM-SHIPMAN DIRECTOR and Chief Executive Officer 24.0 26.0 X X 0 979239 127573 BETO LOPEZ DIRECTOR 2.0 0 X 0 0 0 BRENDEN ELLIS DIRECTOR 2.0 0 X 0 0 0 CHRISTINE BUSHYHEAD DIRECTOR 2.0 0 X 0 0 0 KATHRINE SWANSON DIRECTOR 2.0 0 X 0 0 0 LARRY FREVERT DIRECTOR 2.0 0 X 0 0 0 MARGARET REYNOLDS DIRECTOR 2.0 0 X 0 0 0 MARY LYNN LUCIDO MD DIRECTOR 3.0 2.0 X 0 10645 0 ROBERT ELLERMAN DIRECTOR 2.0 0 X 0 0 0 TIMOTHY VAN ZANDT DIRECTOR 2.0 48.0 X 0 411371 73489 WESLEY MOXLEY DIRECTOR 2.0 0 X 0 0 0 INGRID LARSON Chief NURSING OFFICER BEG 4/2023 50.0 0 X 163058 0 21251 JULIA WOODS INTERIM CNO THROUGH 4/2023 25.0 25.0 X 0 371645 78724 MATTHEW MARINO Chief Financial Officer 25.0 25.0 X 448824 0 91038 PATRICIA MARTIN MD VP-MEDICAL AFFAIRS 4.0 36.0 X 0 535986 39777 TAYLOR WARWICK Chief Operating Officer 49.0 1.0 X 404028 0 88333 ADAM GROTE PHARMACIST 40.0 0 X 190752 0 42529 CAROL MORRISSEY DIRECTOR-HUMAN RESOURCES 40.0 0 X 192809 0 21035 CRAIG WATKINS PHARMACIST 40.0 0 X 199081 0 20948 MICHELLE PAZ RN 40.0 0 X 187283 0 27279 SCOTT SORENSEN Medical Physicist 40.0 0 X 253354 0 41819 SUSIE KRUG FORMER Chief Nursing Officer Through 10/2022 0.0 50.0 X 13207 502993 119177 2052397 2811878 792974 142 true true false MCCARTHY BUILDING COMPANIES INC 7930 Santa Fe Dr Overland Park KS 66204 Construction Services 9406049 P1 GROUP INC 16210 W 108TH STREET LENEXA KS 66219 MAINTENANCE SVCS 2659922 Medically Home Group Inc 500 Harrison Ave Boston MA 02118 Medical SERVICES 2345574 ACI BOLAND INC 1710 Wyandotte St Kansas City MO 64108 Construction Services 2289174 JE DUNN CONSTRUCTION CO INC 1001 Locust St KANSAS CITY MO 64106 CONSTRUCTION SERVICES 1750505 22 258364 447414 705778 Net Patient Revenue 622110 345777681 345777681 Lee's Summit ASC 622110 13705599 13705599 Medical Office Rents 531120 6170862 6170862 8139843 8139843 0 0 373793985 1701428 1701428 0 0 0 0 0 0 0 0 0 376201191 373793985 0 1701428 49414007 49414007 1230906 1230906 101479314 97576526 3902788 3657863 3397761 260102 15115033 14305982 809051 7233375 6871834 361541 3409 3409 281264 281264 30719674 28939116 1780558 0 4400 247 4153 5443991 4052256 1391735 1606691 623746 982945 5023855 4669807 354048 324356 317311 7045 67002 48302 18700 6050839 5892685 158154 18493002 18097724 395278 1801962 1514386 287576 SHARED SERVICES - SLHS 48428548 17286369 31142179 MEDICAL SUPPLIES 52571803 52557093 14710 BAD DEBTS 15199709 15199709 368721 313693 55028 0 364519724 321078554 43441170 0 71313910 53089133 2267298 2192452 45335573 46017671 0 0 0 0 3803108 4305305 634636 788013 451909853 234190045 212061179 217719808 65014763 65776570 143488771 190914869 0 12402372 17389142 556321610 598192963 24919997 29078287 166660717 167648784 0 0 11975899 11740150 203556613 208467221 X 351511622 386445763 1253375 3279979 352764997 389725742 556321610 598192963 X 11681467 23213210 2066068 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 35773 false false false 35773 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY LINE F- PORTION OF DUES PAID TO HEALTHCARE RELATED ASSOCIATIONS USED TOWARD LOBBYING ACTIVITIES. 433264 5200 287 0 43778 13 394960 494876 126203 312 30000 158121 6 433264 457365 145975 256 31500 77190 30 494876 386526 190852 374 31500 87670 1217 457365 348548 119608 377 26800 55184 23 386526 1.0 0.0 0.0 false false 9326869 9326869 284207582 123468973 160738609 17711507 15670022 2041485 111118405 84209792 26908613 29545490 10841258 18704232 217719808 Financial Square Trust Government Fund 2006547 F SSGA 1-3 Year US Credit Index Non Lending CTF 45894425 F Allocated Funded Depreciation Investments 143013897 F 190914869 FIN 45 Physician Guarantee Liability 3344186 Est 3rd Party Payor Settlements 938641 Payable to Affiliates 7280206 Right of Use Lease Obligation 177117 11740150 Schedule D, Part XI PART XI, XII AND XIII THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF ENDOWMENT FUNDS INCLUDES BUT IS NOT LIMITED TO MEDICAL STAFF DEVELOPMENT AND GENERAL OPERATIONS OF THE HOSPITAL. true true X true X true X true true false false 2299392 2299392 0.0066 43182403 28754101 14428302 0.0413 0 0.0 0 0 45481795 28754101 16727694 0.0479 530455 530455 0.0015 0 0.0 0 0.0 0 0.0 123419 1083 122336 0.0004 0 0 653874 1083 652791 0.0019 0 0 46135669 28755184 17380485 0.0498 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 15199709 61391932 73839390 -12447458 X true true SAINT LUKES SURGICENTER - LEE'S SUMMIT LLC OUTPATIENT SURGERY 0.5109 0.0 0.386 1 1 SAINT LUKES EAST HOSPITAL 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 495-8 X X X SAINT LUKES EAST HOSPITAL 1 false false true X X X X X X X X X 23 true false false true X https://www.saintlukeskc.org/community-health-needs-assessments-implementation-plans X true 23 true https://www.saintlukeskc.org/community-health-needs-assessments-implementation-plans false true X 200.0 300.0 X X true true X X X true X www.saintlukeskc.org/financial-assistance X www.saintlukeskc.org/financial-assistance X www.saintlukeskc.org/financial-assistance X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - SAINT LUKES EAST HOSPITAL. Six (6) interviews were conducted with six (6) community partner participants to gain insight into perceptions about community health issues in the SLE community. Participants included individuals representing public health departments, social service organizations, community health centers, and similar organizations. Community and hospital staff meetings were conducted across the Kansas City region to obtain input regarding significant health needs of the communities served. Four meetings were comprised of external community partners and public health parties in each of the five surrounding counties, and four meetings were comprised of staff from Saint Luke's Health System facilities. Seventy-two (72) community partners and public health informants participated in the four community meetings. These individuals represented organizations, including local health departments, non-profit organizations, local businesses, health care providers, local policymakers, and school systems. Individuals from the following organizations were interviewed: Boys & Girls Club of Greater Kansas City, Crittenton Children's Center, Jackson County Health Department, KC CARE Health Center, Saint Luke's East Hospital, Saint Luke's Physician Group, Samuel U. Rodgers Health Center, and Tri-County Mental Health Services. Individuals from the following organizations participated in the community meetings: City of Lee's Summit, Hawthorn Bank, Hope House, Jackson County Representative 6th District, Lee's Summit R7, Saint Luke's Health System, Saint Luke's East Hospital, and University of Missouri Extension. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SAINT LUKES EAST HOSPITAL. The hospital is addressing the following three significant health needs as identified in its CHNA: *Access to Care To address this need, the hospital will implement the following initiatives: 1. Continue Hospital In Your Home program which provides innovative access to care in the comfort of the patient's home. 2. Provide community and patient support for Medicaid enrollment. 3. Provide education and training through community-based programs such as breastfeeding support group, diabetes education, and stroke and heart attack education. 4. Advocate for and provide case management for vulnerable patients. 5. Provide the Medication Assistance Access Program for patients who are underinsured or uninsured. 6. Expand hiring programs that build pipelines for people of color and local hiring and workforce development programs. 7. Expand programs to introduce school aged students to the health professions. 8. Assign a liaison to build community partnerships. 9. Identify health care disparities in patient populations by stratifying clinical outcomes measures for chronic conditions by sociodemographic characteristics and develop action plans to address health care equity. 10. Identify and prioritize chronic conditions to focus on (based on stratification of clinical outcomes). 11. Identify and build relationships with partners who will participate in community-based education. 12. Develop a plan for execution of community-based education including curriculum, educators, schedule, evaluation, and collaborators. 13. Establish a multidisciplinary taskforce and develop a strategic plan to improve diversity and cultural competence of the workforce. The strategic plan will include curriculum, educators, evaluation, and collaborators. 14. Explore initiatives to reduce hospital admissions and emergency department visits for ambulatory sensitive conditions, including but not limited to Remote Patient Monitoring and Transitions of Care programs. *Social Drivers of Health To address this need, the hospital will implement the following initiatives: 1. Expand screening of patients for social drivers of health issues. 2. Provide social work services and complex case management to meet patients' social needs and promote health equity by connecting under resourced patients to social and medical services post discharge. 3. Operate and support the Saint Luke's Community Resource Hub to expand patient, employee, and community awareness of available health and social services. 4. Identify a leader and assemble a committee focused on using evidence-based practice to advance social connection. 5. Design, establish, and publicize an equitable program to fund (small grants) and support (volunteers, other resources) community organizations providing evidence-based care to adults who are at risk for or experiencing isolation or low social support. Focus areas include access to digital resources, health equity, provision of support groups or other events reducing the health and medical impact of social isolation. 6. Utilizing the U.S. Surgeon General's Advisory on the Healing Effects of Social Connection and Community, develop a comprehensive plan to educate and train health professionals on the health and medical relevance of social connection. 7. Implement education and training programs for health professionals. *Transportation 1. Develop a strategic plan for improving transportation to medical care and healthcare services that includes community partnerships and accountability metrics for transportation providers. 2. Evaluate the use of community health workers as a resource to improve access and connection to community resources and meet SDOH needs for patients and improve community collaboration. 3. Revise transportation policies, assess transportation vendors, review contracts with existing vendors, and develop new agreements to optimize costs and accountability metrics. 4. Design and establish an equitable program to fund (small grants) and support (volunteers, other resources) community organizations providing support for social drivers of health. Focus areas include access to digital resources, health equity, provision of support groups or other events reducing the health and medical impact of social drivers of health. 5. Provide rideshare vouchers for patients in need post-discharge. No hospital organization can address all the health needs present in its community. Saint Luke's East Hospital (SLE) is committed to serving the community by adhering to its mission, using its skills and capabilities, and remaining a strong organization so that it can continue to provide a wide range of community benefits. Although SLE understands and acknowledges the importance of all the significant health needs identified in the 2023 CHNA, the hospital does not intend to address alcohol and substance use in this implementation strategy. The committee charged with developing this implementation strategy concluded, based on the criteria listed above, that alcohol and substance use was being addressed in the community by other organizations and providers with specialized services and expertise. While SLE does not include alcohol and substance use in this plan, the hospital remains committed to work in this important area including having an active opioid stewardship committee that has been instrumental in ensuring provision of medication collection kiosks for patients to safely dispose of unused medications, tools for prescribers to review prescribing practices and monitor opioid use, and Narcan kit distribution throughout its retail pharmacies. 1 SAINT LUKES SURGICENTER - LEES SUMMIT 120 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 AMBULATORY SURGERY CENTER Schedule H, Part I, Line 3c ASSISTANCE ELIGIBILITY THE HOSPITAL USES THE FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY. IN ADDITION, MEDICAL INDIGENCY MAY BE DETERMINED ON AN INDIVIDUAL BASIS FOR INCOME ABOVE THE FEDERAL POVERTY LEVEL WHEN A SINGLE ILLNESS OR INJURY CAUSES HARDSHIP. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 15199709 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance COSTS OF CHARITY CARE AND UNREIMBURSED HEALTH SERVICES WERE CALCULATED USING THE APPROPRIATE COST TO CHARGE RATIO FROM THE HOSPITAL'S COST REPORT. Schedule H, Part II Community Building Activities OUR HOSPITAL SPONSORS OR PARTICIPATES IN MANY COMMUNITY BUILDING ACTIVITIES WHICH PROMOTE THE HEALTH OF OUR COMMUNITY. THESE ACTIVITIES INCLUDE FREE FLU SHOTS AVAILABLE TO THE PUBLIC, CHILD CAR SEAT SAFETY CHECKS, AND COLLECTING CLOTHING ARTICLES AND FOOD DONATIONS FOR LEE'S SUMMIT CARES AND FOR OTHER SPONSORSHIPS AND COMMUNITY EVENTS. SAINT LUKE'S EAST ALSO PROVIDES CAREER SHADOWING AND PARTICIPATES IN A HIGH SCHOOL CAREER ADVISORY PROGRAM. THE HOSPITAL ENCOURAGES ITS EMPLOYEES TO SERVE ON COMMUNITY BOARDS AND TO VOLUNTEER FOR ACTIVITIES THAT PROMOTE WELLNESS IN THE COMMUNITY. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount FINANCIAL STATEMENT FOOTNOTE REGARDING BAD DEBT EXPENSE: Performance obligations are identified based on the nature of the services provided. Revenue associated with performance obligations satisfied over time is recognized based on actual charges incurred in relation to total expected (or actual) charges. Performance obligations satisfied over time relate to patients receiving inpatient acute care services. The System measures the performance obligation from admission into the hospital to the point when there are no further services required for the patient, which is generally the time of discharge. For outpatient services, the performance obligation is satisfied as the patient simultaneously receives and consumes the benefits provided as the services are performed. In the case of these outpatient services, recognition of the obligation over time yields the same result as recognizing the obligation at a point in time. Management believes this method provides a faithful depiction of the transfer of services over the term of performance obligations based on the inputs needed to satisfy the obligations. As the Systems performance obligations relate to contracts with a duration of less than one year, the System has applied the optional exemption provided in the guidance and, therefore, is not required to disclose the aggregate amount of the transaction price allocated to performance obligations that are unsatisfied or partially unsatisfied at the end of the reporting period. The unsatisfied or partially unsatisfied performance obligations referred to above are primarily related to inpatient acute care services at the end of the reporting period. The performance obligations for these contracts are generally completed when the patients are discharged, which generally occurs within days or weeks of the end of the reporting period. The System uses a portfolio approach to account for categories of patient contracts as a collective group rather than recognizing revenue on an individual contract basis. The portfolios consist of major payor classes for inpatient revenue and major payor classes and types of services provided for outpatient revenue. Based on the historical collection trends and other analyses, the System believes that revenue recognized by utilizing the portfolio approach approximates the revenue that would have been recognized if an individual contract approach were used. The System determines the transaction price, which involves significant estimates and judgment, based on standard charges for goods and services provided, reduced by explicit and implicit price concessions, including contractual adjustments provided to third-party payors, discounts provided to uninsured and underinsured patients in accordance with policy, and/or implicit price concessions based on the historical collection experience of patient accounts. The System determines the transaction price associated with services provided to patients who have third-party payor coverage based on reimbursement terms per contractual agreements, discount policies, and historical experience. For uninsured patients who do not qualify for charity care, the System determines the transaction price associated with services on the basis of charges, reduced by implicit price concessions. Implicit price concessions included in the estimate of the transaction price are based on historical collection experience for applicable patient portfolios. Patients who meet the Systems criteria for charity care are provided care without charge; such amounts are not reported as revenue. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to patient service revenue in the period of the change. PATIENT RELATED BAD DEBT IS REPORTED CONSISTENT WITH THE FINANCIAL STATEMENTS. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote SEE FOOTNOTE PROVIDED ABOVE IN THE EXPLANATION FOR PART III, LINE 2 Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO DIRECTLY FROM THE MEDICARE COST REPORT. SHORTFALLS ARISE FROM PAYMENTS THAT ARE LESS THAN WHAT IT COSTS TO PROVIDE THE CARE AND SERVICES. WE ACCEPT ALL MEDICARE PATIENTS KNOWING THE COST OF PROVIDING THE CARE MAY EXCEED THE FUNDS WE RECEIVE FROM MEDICARE FOR THE SERVICE. OUR SHORTFALL IS CONSIDERED TO BE COMMUNITY BENEFIT. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR TAX-EXEMPT HOSPITALS, INDICATES THAT PARTICIPATION IN PUBLICLY-FINANCED PROGRAMS, SUCH AS MEDICARE, IS EVIDENCE THAT A HOSPITAL MEETS THE COMMUNITY BENEFIT STANDARD. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE DEBT COLLECTION POLICY AND PROCEDURES PROHIBIT ANY COLLECTION EFFORTS FOR THE PORTION OF THE PATIENT ACCOUNT BALANCE THAT QUALIFIES FOR FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. FOR ANY REMAINING BALANCES DUE, THE SAME COLLECTION POLICY AND PROCEDURES ARE APPLIED EQUALLY TO ALL PATIENT TYPES. ALTHOUGH WE ARE NOT LEGALLY BOUND BY THE FAIR DEBT COLLECTION PRACTICES ACT, THE PRINCIPLES ADDRESSED ARE GENERALLY FOLLOWED. Schedule H, Part V, Section B, Line 16a FAP website - SAINT LUKES EAST HOSPITAL: Line 16a URL: www.saintlukeskc.org/financial-assistance; Schedule H, Part V, Section B, Line 16b FAP Application website - SAINT LUKES EAST HOSPITAL: Line 16b URL: www.saintlukeskc.org/financial-assistance; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SAINT LUKES EAST HOSPITAL: Line 16c URL: www.saintlukeskc.org/financial-assistance; Schedule H, Part VI, Line 2 Needs assessment IN ADDITION TO ITS CHNA, THE HOSPITAL ASSESSES COMMUNITY NEEDS ON AN ANNUAL BASIS IN NUMEROUS WAYS, INCLUDING ITS COMPREHENSIVE DATA DRIVEN, ANNUAL STRATEGIC PLANNING PROCESS. THE HOSPITAL OBTAINS HIDI MARKET DATA AND OTHER OUTPATIENT MARKET DATA. WITH THIS DATA, THE HOSPITAL IDENTIFIES SERVICES RECEIVED BY THE RESIDENTS OF OUR COMMUNITY (DEFINED BY OUR PRIMARY AND SECONDARY SERVICE AREAS). ANY PREDOMINANT SERVICES NOT CURRENTLY OFFERED BY THE HOSPITAL ARE CONSIDERED AT THIS TIME. ANOTHER ELEMENT OF THE COMMUNITY ASSESSMENT CONSISTS OF QUARTERLY MEETINGS OF SENIOR ADVISORY COMMITTEE AND BUSINESS ADVISORY COMMITTEE OF BOARD OF DIRECTORS. THROUGH FEEDBACK FROM THESE MEETINGS, COMMUNITY NEEDS ARE COMMUNICATED TO THE HOSPITAL AND CONSIDERED. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance THE HOSPITAL FOLLOWS THE SAINT LUKE'S HEALTH SYSTEM POLICIES FOR FINANCIAL ASSISTANCE, PATIENT BILLING AND COLLECTION. IN ADDITION TO THESE POLICIES, THE HOSPITAL PROVIDES EDUCATION ON FINANCIAL ASSISTANCE ELIGIBILITY TO PATIENTS AND PERSONS WHO MAY BE BILLED FOR SERVICES THROUGH MANY SOURCES INCLUDING THE SLHS WEBSITE, INFORMATION ON BILLING STATEMENTS, INFORMATION UPON CHECK-IN LOCATED IN THE ADMITTING PATIENT PACKETS, ON OUR B-131 RELEASE TO TREAT FORMS SIGNED BY ALL PATIENTS REQUESTING SERVICES, VISITS WITH INPATIENTS BY SOCIAL WORKER TEAMS, AND FOLLOW-UP CALLS TO PATIENTS AFTER DISCHARGE. FINANCIAL ASSISTANCE APPLICATIONS OR MEDICAID APPLICATIONS ARE REQUESTED ON ALL UNINSURED INPATIENTS PRIOR TO DISCHARGE. THE HOSPITAL ALSO CONTRACTS WITH ELIGIBILITY ENROLLMENT COMPANIES TO SCREEN ALL UNINSURED PATIENTS, ANY PATIENTS IDENTIFIED BY OUR SOCIAL WORKER OR CASE MANAGEMENT TEAMS, AND ALL PATIENTS THAT REQUEST ASSISTANCE IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT COVERAGE. THE ELIGIBILITY ENROLLMENT SERVICE ALSO PROVIDES PATIENTS WITH INFORMATION ON FINANCIAL ASSISTANCE. Schedule H, Part VI, Line 4 Community information SAINT LUKE'S EAST HOSPITAL IS LOCATED IN JACKSON COUNTY, MISSOURI, A SUBURB OF THE KANSAS CITY METROPOLITAN AREA. THE COMMUNITY IS DESCRIBED AS A 26 ZIP CODE SERVICE AREA. Schedule H, Part VI, Line 5 Promotion of community health THE BOARD OF DIRECTORS CONSISTS OF MEDICAL PROFESSIONALS, BUSINESS PROFESSIONALS AND ACTIVE COMMUNITY MEMBERS, NEARLY ALL OF WHOM RESIDE OR WORK IN THE COMMUNITY. THE BOARD IS INVOLVED IN THE PLANNING AND COMMUNITY ASSESSMENT PROCESSES. MEDICAL STAFF PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. Schedule H, Part VI, Line 6 Affiliated health care system THE HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM, WHICH CONSIST OF 14 AREA HOSPITAL FACILITIES, AND SEVERAL PRIMARY AND SPECIALTY CARE PRACTICES, AND PROVIDES A RANGE OF INPATIENT, OUTPATIENT, AND HOME CARE SERVICES. FOUNDED AS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION, OUR MISSION INCLUDES A COMMITMENT TO THE HIGHEST LEVELS OF EXCELLENCE IN HEALTH CARE AND THE ADVANCEMENT OF MEDICAL RESEARCH AND EDUCATION. THE HEALTH SYSTEM IS AN ALIGNED ORGANIZATION IN WHICH THE PHYSICIANS AND HOSPITALS ASSUME RESPONSIBILITY FOR ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF PEOPLE IN THE METROPOLITAN KANSAS CITY AREA AND THE SURROUNDING REGION. true SAINT LUKE'S PHYSICIAN GROUP INC (501C3 AFFILIATE) 901 E 104th Street Kansas City MO 64131 431598353 501C3 41429334 SUPPORT FOR HEALTHCARE SERVICES ADVANCED UROLOGIC ASSOCIATES (501C3 AFFILIATE) 901 E 104th Street Kansas City MO 64131 454725529 501C3 3308055 SUPPORT FOR HEALTHCARE SERVICE ROCKHILL ORTHOPAEDIC SPECIALISTS (501C3 AFFILIATE) 120 NE ST LUKES BLVD SUITE 200 LEES SUMMIT MO 64086 453851008 501C3 3972333 SUPPORT FOR HEALTHCARE SERVICES Heart Surgeons of Kansas City Inc (501C3 AFFILIATE) 4320 Wornall Road Suite 50 Kansas City MO 64111 264663332 501C3 610130 SUPPORT FOR HEALTHCARE SERVICES SAINT LUKE'S NEIGHBORHOOD CLINICS LLC (SMLLC of Saint Luke's Health System) 901 E 104th Street Kansas City MO 64131 474844737 501C3 68955 SUPPORT FOR HEALTHCARE SERVICES City of Kansas City Missouri 511 E 11th Street Kansas City MO 64106 170(c)(1) 25200 Community Support 6 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS ARE PROVIDED FOR THE GENERAL OPERATION OF QUALIFIED CHARITIES AND COMMUNITY PROGRAMS AND ARE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. SUCH GRANTS FURTHER OR SUPPORT A CHARITABLE PURPOSE OF THE FILING ORGANIZATION. false false false false false false false true false ROBERT OLM-SHIPMAN DIRECTOR and Chief Executive Officer 0 606617 0 320965 0 51657 0 93935 0 33638 0 1106812 0 183709 TIMOTHY VAN ZANDT DIRECTOR 0 314029 0 61480 0 35862 0 56477 0 17013 0 484860 0 23433 SUSIE KRUG FORMER Chief Nursing Officer Through 10/2022 13207 389743 0 79530 0 33720 0 79800 1167 38210 14374 621003 0 33801 JULIA WOODS INTERIM CNO THROUGH 4/2023 0 302677 0 41766 0 27202 0 56166 0 22558 0 450369 0 21626 MATTHEW MARINO Chief Financial Officer 349662 0 69000 0 30162 0 59515 0 31523 0 539862 0 25586 0 TAYLOR WARWICK Chief Operating Officer 315674 0 61800 0 26555 0 55026 0 33307 0 492362 0 22601 0 PATRICIA MARTIN MD VP-MEDICAL AFFAIRS 0 515998 0 14850 0 5138 0 16500 0 23277 0 575763 0 0 INGRID LARSON Chief NURSING OFFICER BEG 4/2023 152074 0 10000 0 984 0 3404 0 17847 0 184309 0 0 0 CAROL MORRISSEY DIRECTOR-HUMAN RESOURCES 159297 0 16995 0 16517 0 9651 0 11385 0 213845 0 0 0 CRAIG WATKINS PHARMACIST 198944 0 0 0 137 0 11084 0 9864 0 220030 0 0 0 ADAM GROTE PHARMACIST 190614 0 0 0 138 0 11096 0 31434 0 233281 0 0 0 SCOTT SORENSEN Medical Physicist 251664 0 0 0 1690 0 10498 0 31321 0 295173 0 0 0 MICHELLE PAZ RN 182283 0 5000 0 0 0 7601 0 19679 0 214563 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. Schedule J, Part II RELATED COMPENSATION AND HOURS REPORTABLE COMPENSATION FROM THE FILING ORGANIZATION FOR MATTHEW MARINO IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. REPORTABLE COMPENSATION FROM THE RELATED ORGANIZATION FOR ROBERT OLM-SHIPMAN, JULIA WOODS, AND PATRICIA MARTIN IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. TIM VANZANDT DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTORS/OFFICERS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. Form 990, Part V, Line 1a NUMBER REPORTED IN BOX 3 OF FORM 1096 SAINT LUKE'S EAST HOSPITAL (SLEH) IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. SLEH'S VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099S ISSUED BY THE CENTRALIZED SERVICE ENTITY. Form 990, Part VI, Line 15 EXECUTIVE/OFFICER COMPENSATION PROCESS ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVE AND OTHER HIGHLY COMPENSATED OFFICERS. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. COMPENSATION FOR OFFICERS NOT REVIEWED BY THE BOARD COMPENSATION COMMITTEE IS SET/APPROVED ANNUALLY BY SAINT LUKE'S HEALTH SYSTEM EXECUTIVE MANAGEMENT BASED ON MARKET COMPENSATION SURVEYS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons SOME OF OUR DIRECTORS AND EMPLOYED OFFICERS ARE DIRECTORS/OFFICERS/EMPLOYEES OF OUR AFFILIATED 501C3 ORGS. - Business relationship, Christine Bushyhead and Daniel Rexroth are board members/officer employees of the same tax-exempt entity. - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE CORPORATE MEMBER IS SAINT LUKE'S HEALTH SYSTEM, A 501(C)(3) ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE GOVERNING BODY IS ELECTED BY THE SOLE CORPORATE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, APPOINTMENT & REMOVAL OF DIRECTORS AND THE CEO, DEBT, BUDGETS, CAPITAL EXPENDITURES, POLICIES APPLICABLE TO THE ORGANIZATION, AND STRATEGIC OPERATING DECISIONS. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO OR CEO BEFORE FILING. A draft of the Form 990 was provided to the BJC Health System Board and members of the BJC Audit and Community Benefit Committees. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE FILING ORGANIZATION HAS A COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE THROUGH THE MO SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE ATTACHED TO THIS RETURN. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A FILING AND RELATED ORG COMPENSATION AND AVERAGE HOURS REPORTABLE COMPENSATION FROM THE FILING ORGANIZATION FOR MATTHEW MARINO IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. REPORTABLE COMPENSATION FROM THE RELATED ORGANIZATION FOR ROBERT OLM-SHIPMAN, JULIA WOODS, AND PATRICIA MARTIN IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. AVERAGE HOURS REPORTED FOR THE RELATED ORGANIZATION ARE THE AVERAGE HOURS DURING THE TIME EMPLOYED BY THE RELATED ORGANIZATION IN THAT SEPARATE ROLE. TIM VANZANDT DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTORS/OFFICERS OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. Form 990, Part VIII, Line 2f Other Program Service Revenue Other Program Service Revenue - Total Revenue: 8139843, Related or Exempt Function Revenue: 8139843, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part X, Line 20 TAX-EXEMPT BOND LIABILITIES THE AMOUNT REPORTED AS TAX-EXEMPT BONDS IS THE PORTION OF SAINT LUKE'S HEALTH SYSTEM BONDS ALLOCATED TO SAINT LUKE'S EAST HOSPITAL. REQUIRED INFORMATION FOR THE BONDS, INCLUDING SCHEDULE K, IS REPORTED IN THE SAINT LUKE'S HEALTH SYSTEM (EIN: 43-1747502) IRS FORM 990. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Return of prior year contribution due to cancellation of event - 1500; CHANGE IN BENEFICIAL INTEREST IN FOUNDATION ASSETS - 2064909; Non Controlling Interest Adjustment - -337; Rounding - -4; SAINT LUKES HEALTH SYSTEM 901 E 104TH ST KANSAS CITY MO 64131 431747502 HEALTH SYSTEM KS 501(c)(3) Type III-FI N/A false ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 440545297 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES NORTH HOSPITAL 5830 NW BARRY RD KANSAS CITY MO 64154 440565393 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES SOUTH HOSPITAL 12300 METCALF AVE OVERLAND PARK KS 66213 481203262 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES PHYSICIAN GROUP INC 901 E 104TH ST KANSAS CITY MO 64131 431598353 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKE'S HEALTH SYSTEM HOME CARE AND HOSPICE 901 E 104TH ST KANSAS CITY MO 64131 431127200 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false Saint Lukes Hospital of Trenton 191 IOWA BLVD TRENTON MO 64683 431707306 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES HOSPITAL OF GARNETT 421 SOUTH MAPLE GARNETT KS 66032 742849611 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKE'S HOSPITAL OF CHILLICOTHE 2799 N WASHINGTON CHILLICOTHE MO 64601 431735565 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 HEALTH CARE KS 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false SAINT LUKES CARE 901 E 104TH ST KANSAS CITY MO 64131 260185090 HEALTH CARE MO 501(c)(3) Type II SAINT LUKES HEALTH SYSTEM false MEDICAL PLAZA IMAGING ASSOCIATES LLC 4401 WORNALL ROAD KANSAS CITY MO 64111 431609584 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false ADVANCED UROLOGIC ASSOCIATES INC 901 E 104TH ST KANSAS CITY MO 64131 454725529 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false ROCKHILL ORTHOPAEDIC SPECIALISTS INC 901 E 104TH ST KANSAS CITY MO 64131 453851008 HEALTH CARE MO 501(c)(3) 3 SAINT LUKES HEALTH SYSTEM false BISHOP SPENCER PLACE 4301 MADISON AVENUE KANSAS CITY MO 64111 431139083 RETIREMENT COMMUNITY MO 501(c)(3) 10 SAINT LUKES HEALTH SYSTEM false WINDSOR CARE 4301 MADISON AVENUE KANSAS CITY MO 64111 205284328 HEALTH CARE MO 501(c)(3) 10 BISHOP SPENCER PLACE false Saint Luke's Foundation 901 E 104th Street Kansas City MO 64131 446014699 Foundation MO 501(c)(3) 7 Saint Luke's Health System false Saint Luke's Hospital of Allen County Inc 3066 N Kentucky St Iola KS 66749 843362602 Health Care KS 501(c)(3) 3 Saint Luke's Health System false CARDIOMETABOLIC CENTER ALLIANCE INC 4435 MAIN ST KANSAS CITY MO 64111 850768692 MEDICAL RESEARCH MO 501(c)(3) 4 SAINT LUKES HEALTH SYSTEM false Heart Surgeons of Kansas City 4320 WORNALL ROAD Suite 50 KANSAS CITY MO 64111 264663332 Health Care MO 501(c)(3) 10 ST LUKES HOSPITAL OF KANSAS CITY false MEDICAL PLAZA PARTNERS LP 4320 WORNALL ROAD STE 714 KANSAS CITY MO 64111 431357824 OWN & OPERATE MEDICAL OFFICE BUILDING MO NA N/A ST LUKES SURGICENTER-LEES SUMMIT LLC 11221 ROE AVE STE 230 OVERLAND PARK KS 66211 470853481 HEALTH CARE MO SAINT LUKE'S EAST HOSPITAL Related 13326456 2731190 0.5109 SAINT LUKES SOUTH SURGERY CENTER LLC 11221 ROE AVE STE 230 OVERLAND PARK KS 66211 201721929 HEALTH CARE KS NA N/A SAINT LUKES-GI DIAGNOSTICS 4321 WASHINGTON STE 5700 KANSAS CITY MO 64111 274142549 HEALTH CARE MO NA N/A KANSAS CITY ORTHOPAEDIC INSTITUTE LLC 3651 COLLEGE BLVD LEAWOOD KS 66211 481197295 HEALTH CARE KS NA N/A SAINT LUKES RADIATION THERAPY-LIBERTY LLC 901 E 104TH ST KANSAS CITY MO 64131 473793070 HEALTH CARE MO NA N/A Saint Luke's South Pain Management Center LLC 7651 W 159th Street Overland Park KS 66223 863451115 HEALTH CARE KS NA N/A Saint Lukes North Surgery Center LLC 8860 Northeast St 82nd Terrace Kansas City MO 64158 920591506 Health Care MO NA N/A SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP 901 E 104TH ST KANSAS CITY MO 64131 371471890 INSURANCE SC NA C Corporation false ST LUKES HEALTH VENTURES INC 901 E 104TH ST KANSAS CITY MO 64131 431278476 ACCOUNTING MO NA C Corporation false MEDICAL PLAZA MANAGEMENT INC 4320 WORNALL ROAD STE 714 KANSAS CITY MO 64111 431352317 MEDICAL OFFICE BUILDING MANAGEMENT MO NA C Corporation false SAINT LUKES HEALTH SYSTEM INSURANCE LTD CAPTIVE CJ NA C Corporation false true true true false false false false false false true true true true true true true true true true ST LUKE'S SURGICENTER - LEE'S SUMMIT LLC A 1665968 FMV RENT - HOSPITAL CAMPUS - NOT UBI ST LUKE'S SURGICENTER - LEE'S SUMMIT LLC S 14283949 LLC CASH DISTRIBUTIONS Schedule R, Part V, Line 1 INTERCOMPANY TRANSACTIONS SAINT LUKE'S HEALTH SYSTEM (SYSTEM) AND ITS AFFILIATED ENTITIES OPERATE AS A HIGHLY INTEGRATED HEALTH CARE DELIVERY SYSTEM. THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS. Schedule R, Part V, Line 2 ST LUKE'S SURGICENTER-LEE'S SUMMIT LLC - RENT THE ST LUKE'S SURGICENTER-LEE'S SUMMIT LLC RENT IS FROM A JOINT VENTURE AFFILIATE LEASING SPACE AT MARKET RATES IN AN OFFICE BUILDING ADJACENT TO THE HOSPITAL TO PROVIDE MEDICAL SERVICES. PER REVENUE RULING 69-463 SUCH RENT IS AN EXCEPTION TO IRC 512(b)(13) AND THUS THE RENT IS NOT TAXABLE AS UNRELATED BUSINESS INCOME.