2023-08-15T14:30:01-05:00 2022-09-30 861065772 Deloitte Tax LLP 695 Town Center Drive Suite 1200 Coast Mesa CA 926261924 990 2021-10-01 820161600 St Luke's Regional Medical Center Ltd STLU 2083812222 190 E Bannock Boise ID 83712 Pete DiDio SVP/CFO/Treasurer 2083812222 2023-08-15 1 Pete DiDio 999009999 John Sadoff Jr P00540589 7144367100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Chris Roth 190 E Bannock Boise ID 83712 4425947305 0 X www.stlukesonline.org X 1906 ID Provide healthcare services to the community. 15 12 0 1082 59351128 0 44628256 24932367 1981197728 2090267485 40875243 4657745 6311466 8410425 2073012693 2128268022 2903180 3806924 0 0 0 0 0 0 0 1869212256 2100406677 1872115436 2104213601 200897257 24054421 2290381742 2271369638 1093781923 1146169471 1196599819 1125200167 X To improve the health of people in the communities we serve. 0 0 1850556183 3581193 1969806831 Medical & Surgical:St. Luke's Regional Medical Center is comprised of three hospital campuses (Boise, Meridian, and Mountain Home), two urgent care centers (Eagle and Fruitland), a free-standing emergency department in Fruitland, and physician clinics throughout the Treasure Valley. St. Luke's Boise/Meridian Founded in 1902, St. Luke's Boise Medical Center in downtown Boise is our main tertiary hospital and the home of St. Luke's Children's Hospital. St. Luke's Meridian Medical Center is a full-service community hospital with the busiest emergency department in the state. St. Luke's Boise and Meridian Medical Centers, St. Luke's cancer centers, and all St. Luke's physician clinics in the Treasure Valley have received Magnet recognition, the gold standard for nursing excellence.St. Luke's ElmoreSt. Luke's Elmore Medical Center became integrated with St. Luke's Health System in 2013. The former Elmore Medical Center is a 25-bed critical access hospital founded in 1955 to serve the city of Mountain Home and the surrounding communities. The hospital provides 24-hour emergency services, lab and imaging services, family birthing suites, inpatient acute care, outpatient clinics and services, respiratory therapy, and a long-term care unit.St. Luke's Cancer InstituteIdaho's first cancer center opened at St. Luke's in 1969. Then called Mountain States Tumor Institute (MSTI), it moved into its own building in 1971 and served patients for 50 years before changing its name to St. Luke's Cancer Institute in 2019. As the region's largest provider of cancer services, St. Luke's brings advanced care to thousands of patients every year from five cancer centers in Boise, Fruitland, Meridian, Nampa, and Twin Falls. It also provides infusion and other cancer-related services at rural hospitals and clinics in its service area and offers mammography and breast care services at 13 centers and a mobile mammography coach. St. Luke's Cancer Institute is a nationally recognized leader in cancer research and home to Idaho's only children's cancer treatment center, only federally sponsored center for hemophilia and only blood cancer center. During Fiscal Year 2022, St. Luke's Hospital locations in the Treasure Valley provided inpatient care for 31,818 admissions, covering 143,312 patient days. Also, the hospitals provided patient care associated with 595,443 outpatient visits. In addition to hospital patient care, the various physician clinics located in the Treasure Valley provided patient care associated with 1,262,014 visits.St. Luke's HeartMore cardiovascular procedures are performed at St. Luke's than at any other hospital in Idaho. In 1968, the first open heart surgery in Idaho was performed at St. Luke's Boise, and for decades, specially trained doctors, nurses, technicians, pharmacists, and respiratory therapists have been providing care for heart and vascular patients throughout the region. Patient outcomes at St. Luke's are in the top 5% in the U.S., a testament to the skill and dedication of our physicians and heart and vascular teams as well as our state-of-the-art technology, advanced research, and commitment to prevention, education, recovery, and rehabilitation. 116645219 225731 120460654 St. Luke's Children's Hospital/Specialty Center:St. Luke's Children's Services and Children's Hospital serve more than 104,000 babies, kids, and teens each year. St. Luke's is Idaho's only children's hospital. Patients are routinely referred to St. Luke's from a multi-state region for a variety of services including cardiology care, cancer treatment, surgery, orthopedics, neurology, neurosurgery, newborn intensive care, pediatric intensive care, and rare infectious diseases. More than 140 skilled pediatricians and pediatric specialists work with referring physicians from around the region to provide high quality care for our young patients. They are joined in this effort by a staff of over 400 nurses, therapists, and other dedicated pediatric caregivers.During Fiscal Year 2022 the Children's Hospital experienced the following patient volumes:Pediatrics:- Admissions 4,754- Patient Days 13,931Pediatric Intensive Care Unit:- Admissions 914- Patient Days 15,408 1967201402 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 X 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 12 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 OR X X Jared Grant System Controller 2083812222 190 E Banonck Boise ID 83712 X Chris Roth President & CEO 2.00 52.00 X X 0 1218717 51123 Bob Lokken Chair 0.50 2.50 X X 0 0 0 Alan Korn MD Director 0.50 2.50 X 0 0 0 Andy Scoggin Director 0.50 2.50 X 0 0 0 Arthur F Oppenheimer Director (End 11/2021) 0.50 4.50 X 0 0 0 Bill Whitacre Director 0.50 2.50 X 0 0 0 Brigette Bilyeu Director 0.50 2.50 X 0 0 0 Dan Krahn Director 0.50 2.50 X 0 0 0 Emily Baker Director (Start 11/2021) 0.50 2.50 X 0 0 0 Jon Miller Director 0.50 2.50 X 0 0 0 Karen Vauk Director (End 7/2022) 0.50 2.50 X 0 0 0 Lisa Grow Director 0.50 2.50 X 0 0 0 Lucie DiMaggio MD Director 0.50 2.50 X 0 427546 0 Mark Durcan Director 0.50 2.50 X 0 0 0 Rich Raimondi Director 0.50 4.50 X 0 0 0 Rosa Davila Director 0.50 2.50 X 0 0 0 Tom Corrick Director 0.50 2.50 X 0 0 0 Jeffrey S Taylor SVP/CFO/Treasurer (End 9/2022) 2.00 50.00 X 0 819813 388921 Christine Neuhoff SVP/Chief Legal Officer/Secretary 2.00 50.00 X 0 770299 41918 Kathryn Fowler SVP/CFO/Treasurer (Start 8/2022) 2.00 48.00 X 0 349149 24101 Sandee Moore Gehrke SVP, Chief Operating Officer 5.00 35.00 X 0 543383 42945 Edward Duckworth MD Physician 40.00 0.00 X 0 1477521 30328 Kaitlin Neary MD Physician 40.00 0.00 X 0 1244714 33716 Jeffry Menzner MD Physician 40.00 0.00 X 0 1235383 42131 Marcos Daccarett MD Physician 40.00 0.00 X 0 1203725 29845 Stephen Brassell MD Physician 40.00 0.00 X 0 1187126 34182 Pamela Lindemoen Former COO 0.00 0.00 X 0 1569276 9054 David Pate Former CEO & President 0.00 0.00 X 0 154684 0 0 12201336 728264 0 1 1 0 Emergency Medicine of Idaho 3080 Gentry Way 210 Meridian ID 83642 Emergency Medicine Services 24253645 Rightsourcing Inc 9 Executive Cir 290 Irvine CA 92614 Medical Staffing 21992297 Layton Construction Co 9090 S Sandy Parkway Sandy UT 84070 Construction Services 16128203 Anesthesia Associates of Boise 2537 W State St Suite 200 Boise ID 83702 Anesthesia Services 9998572 Qualivis LLC 2000 Center Point Rd Ste 2360 Columbia SC 29210 Medical Staffing 7352971 163 3448422 20234769 1249176 24932367 Net patient revenue 900099 1874424115 1874424115 Contract Service Reven 900099 96646472 96646472 Outpatient Retail RX 446110 94041304 35321859 58719445 SLHS Allocated Revenue 900099 17247191 17247191 Premium Revenue 900099 3975750 3975750 3932653 3932653 2090267485 14548761 14548761 486719 486719 2651376 1087374 1564002 1564002 1564002 2285410546 803628 2296105712 486197 -10695166 317431 -10377735 -10377735 Catering 722514 3340266 3340266 Laundry 812300 2434016 631683 1802333 Daycare Service 624410 1001263 1001263 70878 70878 6846423 2128268022 2031548040 59351128 12436487 3806924 3806924 68100228 66883908 1216320 161500 161500 87700 48000 39700 930455 930455 106277287 105084415 1192872 30456 30456 10670193 10526842 143351 123423853 115058801 8365052 21330674 20243300 1087374 2286050 2133700 152350 29453042 29453042 78431829 57423157 21008672 Allocated SLHS Wages 871460142 801895600 69564542 Supplies 467954188 464173085 3781103 Allocated SLHS Expenses 222950458 222950458 Contract Service 45088033 32782336 12305697 51770589 33776923 17993666 2104213601 1967201402 137012199 0 0 2129877 33578858 58433703 278256292 338854062 31294903 34591395 3331517 3351946 1635317828 700707808 847074664 934610020 1032130860 855337535 26062811 22339552 38651837 21721548 2290381742 2271369638 60128827 46129600 1662006 1651050 798409803 888004806 11684022 11363416 221897265 199020599 1093781923 1146169471 X 1179647991 1109965796 16951828 15234371 1196599819 1125200167 2290381742 2271369638 X 24054421 -108574327 13120254 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16951828 1130721 -2323728 0 516401 8050 15234370 3122782 11013430 3896868 0 1074034 7218 16951828 3096822 62072 98065 0 127636 6541 3122782 3073558 55988 91622 0 118102 6244 3096822 2917539 34753 242720 0 115519 5935 3073558 0.01000 0.99000 0.00000 1 1 1 8642038 41288434 49930472 202187 891447217 422022384 469627020 1977060 1146718 830342 339547562 258164157 81383405 352213330 19374549 332838781 934610020 Capital Leases 45153305 Medicare/Medicaid 27400642 Operating Leases 100192068 Accrued Interest Payable-Bonds 2630522 Pension Liability 7534154 Other long term liabilities 1810256 Professional Liability 14299652 199020599 X Part V, Line 4: The intended use of the endowment funds are as follows: Various programs administered by St. Luke's Children's Hospital Children at Risk Evaluation Services (CARES) Indigent care Hospice Pastoral care Biomedical research Nursing scholarships/education opportunities Lecture series for various medical specialties Employee/volunteer service recognition programs Part X, Line 2: Footnote Disclosure - Uncertain Tax Positions Under ASC 740 (Source: Consolidated Financial Statements-St. Luke's Health System Fiscal Year 2022) Income Taxes - The Health System is a not-for-profit corporation and is recognized as tax-exempt pursuant to Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. The Health System has activities that are considered unrelated business taxable income (UBTI), which are subject to excise tax. The Health System also has two taxable subsidiaries, SLHP and the Plan whose operations are included in the consolidated financial statements and as such we have provided for income taxes on this activity under the Accounting Standards Codification (ASC) 740. For the Health System's taxable subsidiary and activities considered UBTI, income taxes are accounted for under the asset and liability method, which requires the recognition of Deferred Tax Assets (DTAs) and Deferred Tax Liabilities (DTLs) for the expected future tax consequences of events that have been included in the consolidated financial statements. Under this method, the Health System determines DTAs and DTLs based on the differences between the financial statement and tax bases of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. The effect of a change in tax rates on DTAs and DTLs is recognized in results of operations in the period that includes the enactment date of the rate change. The Health System recognizes DTAs to the extent that these assets are more likely than not to be realized. In making such a determination, the Health System considers all available positive and negative evidence, including future reversals of existing taxable temporary differences, projected future taxable income, tax-planning strategies, and results of recent operations. If the Health System determines that DTAs are realizable in the future in excess of their net recorded amount, the Health System would make an adjustment to the DTA valuation allowance, which would reduce the provision for income taxes. The Health System records uncertain tax positions in accordance with ASC 740 on the basis of a two-step process in which (1) the Health System determines whether it is more likely than not that the tax positions will be sustained on the basis of the technical merits of the position and (2) for those tax positions that meet the more-likely-than-not recognition threshold, the Health System recognizes the largest amount of tax benefit that is more than 50 percent likely to be realized upon ultimate settlement with the related tax authority. Management is not aware of any uncertain tax positions that should be recorded. Central America and the Caribbean 0 0 Program Services Offshore Captive Management 13047667 0 0 0 0 0 0 13047667 0 13047667 1 0 1 0 0 0 Part III Accounting Method: Part I, Line 3 Expenditures are accounted for in accordance with accounting principles generally accepted in the United States of America ("US GAAP"). 1 1 X 1 X 1 X 1 0 1 1 15437872 0 15437872 0.00730 358524755 230356749 128168006 0.06100 1933250 4109656 0 0.00000 375895877 234466405 143605878 0.06830 11669285 491295 11177990 0.00530 20013600 20013600 0.00950 24426650 7610186 16816464 0.00800 7691210 2484680 5206530 0.00250 3608262 3608262 0.00170 67409007 10586161 56822846 0.02700 443304884 245052566 200428724 0.09530 6810 6810 0.00000 42006 42006 0.00000 7419 7419 0.00000 877500 877500 0.00040 1313 1313 0.00000 935048 935048 0.00040 1 17323483 0 225192318 324512844 -99320526 X 1 1 2 1 St Luke's Regional Medical Center 190 E Bannock Boise ID 83712 www.stlukesonline.org State of Idaho License #03 X X X X A 2 St Luke's Elmore 895 N 6th E Street Mountain Home ID 83647 www.stlukesonline.org State of Idaho License #05 X X X X A Facility Reporting Group - A 0 0 1 X X X X X X X X X 21 1 1 0 1 X See Section V, Part C X 1 21 1 See Section V, Part C 0 1 X 200.000000000000 400.000000000000 X X X X X X 1 1 X X X 1 X www.stlukesonline.org/resources/before-your-visit/financial-care X www.stlukesonline.org/resources/before-your-visit/financial-care X www.stlukesonline.org/resources/before-your-visit/financial-care X X X X X X X 1 X 0 X X X X 1 X 0 0 Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: St. Luke's Regional Medical Center, - Facility 2: St. Luke's Elmore Group A-Facility 1 -- St. Luke's Regional Medical Center Part V, Section B, line 5: A series of interviews with people representing the broad interests of our community are conducted in order to assist in defining, prioritizing, and understanding our most important community health needs. Many of the representatives participating in the process have devoted decades to helping others lead healthier lives. We sincerely appreciate the time, thought, and valuable input they provide during our CHNA process. The openness of the community representatives allow us to better explore a broad range of health needs and issues. The representatives we interview have significant knowledge of our community. To ensure they come from distinct and varied backgrounds, we include multiple representatives from each of the following categories:Category I: Persons with special knowledge of public health. This includes persons from state, local, and/or regional governmental public health departments with knowledge, information, or expertise relevant to the health needs of our community. Category II: Individuals or organizations serving or representing the interests of the medically underserved, low-income, and minority populations in our community. Medically underserved populations include populations experiencing health disparities or at risk populations not receiving adequate medical care as a result of being uninsured or underinsured or due to geographic, language, financial, or other barriers. Category III: Additional people located in or serving our community including, but not limited to, health care advocates, nonprofit and community-based organizations, health care providers, community health centers, local school districts, and private businesses. Each potential need is scored by the community representatives on a scale from negative six (-6) to six (6). A high score signifies the representative believes the health need is both important and needs to be addressed with additional resources. Lower scores typically mean the representative believes the need is relatively less important or that it is already being addressed effectively with the current set of programs and services available.Representatives from the following organizations were contacted and interviewed:1) Affiliation: Ada County Board of Commissioners2) Affiliation: Blue Cross of Idaho Foundation3) Affiliation: Boise School District4) Affiliation: Boys & Girls Club of Nampa5) Affiliation: Breaking Chains Academy of Development6) Affiliation: Caldwell School District #1327) Affiliation: Canyon County Commissioner8) Affiliation: Canyon County Paramedics9) Affiliation: Canyon County Prosecuting Attorney10) Affiliation: Care House Partnerships11) Affiliation: Central District Health12) Affiliation: Central District Health Department and Western Idaho Community Health13) Affiliation: City of Nampa14) Affiliation: College of Western Idaho15) Affiliation: Family Medical Residency of Idaho, Nampa16) Affiliation: Family Medical Residency of Idaho17) Affiliation: First Church of the Nazarene18) Affiliation: Genesis Community Health, Inc.19) Affiliation: Idaho Department of Health and Welfare20) Affiliation: Idaho Department of Labor Workforce Programs21) Affiliation: Idaho Division of Public Health22) Affiliation: Idaho Food Bank23) Affiliation: Idaho Office for Refugees24) Affiliation: Idaho Office of the Governor25) Affiliation: Nampa Chamber of Commerce26) Affiliation: Nampa Family Justice Center27) Affiliation: Nampa Housing Authority28) Affiliation: Nampa School District29) Affiliation: Southwest District Health30) Affiliation: Southwest Idaho Area Agency on Aging31) Affiliation: St. Luke's Health Partners32) Affiliation: St. Luke's Health System, Provider33) Affiliation: State of Idaho Legislature34) Affiliation: The Church of Jesus Christ of Latter-day Saints, Nampa West Stake President35) Affiliation: The Mexican Consulate36) Affiliation: The Salvation Army Nampa Corps and Community Family Shelter37) Affiliation: The Speedy Foundation38) Affiliation: Third Judicial District39) Affiliation: Treasure Valley Family YMCA40) Affiliation: United Way of Treasure Valley41) Affiliation: Valley Regional Transit42) Affiliation: Wassmuth Center for Human Rights43) Affiliation: WITCO, Inc.44) Affiliation: Women's and Children's Alliance Group A-Facility 1 -- St. Luke's Regional Medical Center Part V, Section B, line 6a: St. Luke's Elmore Group A-Facility 1 -- St. Luke's Regional Medical Center Part V, Section B, line 11: The following health needs received the highest score within each category, signifying the importance of addressing these needs to improve community health.Significant Health Needs(1) Health Behaviors - Nutrition Programs/Education/Opportunities(2) Clinical Care - Availability of Behavioral Health Services(3) Social and Economic Factors - Housing Stability(4) Physical Environment - Healthy Air and Water QualityThe following implementation plan illustrates the strategies St. Luke's and its community partners will employ in fiscal year 2023 to address the most significant health needs identified in our 2022 Community Health Needs Assessment for the Boise/Meridian area.(1) Health Behaviors - Nutrition Programs/Education/OpportunitiesMost Americans today do not have a healthy diet. The role of nutrition in chronic disease prevention and management is particularly crucial as diet is a modifiable risk factor for most chronic conditions.Improve availability and access to healthy foods.- Support community health workers and cultural liaisons within local foodbanks.- SNAP and WIC promotion and outreach.- Fresh Fruit and Veggies Prescription Program.Improve understanding, education and skills to utilize healthy foods.- Deliver and support healthy eating as well as nutrition education and skill buildingSupport sustainable systems to lessen instances and duration of food insecurity.- Identify and implement advocacy opportunities to address food/nutrition insecurity.- Explore value-based-care payment models and benefits design for nutrition support.(2) Clinical Care Availability of Mental and Behavioral Health ServicesAccording to the National Alliance on Mental Illness, nearly a quarter of Idahoans are living with a mental illness. Substance Abuse and Mental Health Services Administration reports that all Idaho counties have shortages of mental health professionals.Awareness, education and skill building.- Support delivery of gatekeeper trainings.- Provide and promote mental and behavioral health education.Population identification and intervention.- Support the community-school model.- Support school-based mental health initiatives.Increase access to mental and behavioral health services.- Participate and appropriately contribute to Governor's Behavioral Health Council.- Support co-location of mental and behavioral health services within community settings.- Support Pathways Community Crisis Center.- Build suicide prevention and postvention strategies.(3) Social and Economic Factors Housing StabilityAccess to stable housing leads to better physical and mental health outcomes for all. According to a report published by the Idaho Asset Building Network, "In communities with enough affordable homes, primary care visits go up by 20%, emergency room visits go down by 18%, and accumulated medical expenses go down by 12%."Prevention, identification and outreach.- Support development and implementation of social determinants of health screening tool in the electronic medical record (EPIC) to assess the housing needs of patients.Increase housing availability.- Identify and engage in advocacy opportunities to address housing stability.- Participate in Our Path Home.Increase support services to help people secure and maintain safe, stable housing.- Support of quality early learning programs.(4) Physical Environment Healthy Air and Water QualityPoor air quality is associated with heart and lung issues and can be linked to premature death. Access to safe drinking water is foundational to overall health and can help prevent poor health outcomes such as birth defects and infectious disease.Education and awareness.- Climate and environmental virtual health talks.St. Luke's organizational commitment to sustainability.- St. Luke's Sustainability Strategic Plan.- Regional transportation partnerships. Group A-Facility 1 -- St. Luke's Regional Medical Center Part V, Section B, line 13b: Financial Care: Eligible applicants will receive the following assistance:1. Full Discount: The full amount for eligible services will be covered under the Financial Care Policy for any patient or guarantor whose income is at or below 200 percent of the federal poverty level.2. Partial Discount: A sliding fee schedule will be used to determine the amount eligible for financial care assistance for any uninsured or underinsured patient or guarantor. For such applicants, assistance will be provided based on a combination of household income an assets. Partial discounts will be provided if the combination of income and assets is greater than 200 percent but equal to or less than 400 percent of the FPL. Assistance is granted only after all third-party reimbursement possibilities available to the applicant have been exhausted.3. Uninsured and underinsured individuals deemed medically indigent may qualify for a highly discounted rate.4. If the patient balance exceeds 30 percent of household income, patients will qualify for a one-time reduction.5. Assets for evaluation include, but are not limited to:a. home equity;b. IRAs, 403(b) accounts, 401k accounts, stocks/bonds;c. savings/money market accounts; andd. other investments (rental properties, etc.).WWW.STLUKESONLINE.ORG/RESOURCES/BEFORE-YOUR-VISIT/FINANCIAL-CARE Group A-Facility 1 -- St. Luke's Regional Medical Center Part V, Section B, line 16j: A Financial Care application is provided to the patient which contains Patient Financial Advocate contact information. Group A-Facility 2 -- St. Luke's Elmore Part V, Section B, line 5: A series of interviews with people representing the broad interests of our community are conducted in order to assist in defining, prioritizing, and understanding our most important community health needs. Many of the representatives participating in the process have devoted decades to helping others lead healthier lives. We sincerely appreciate the time, thought, and valuable input they provide during our CHNA process. The openness of the community representatives allow us to better explore a broad range of health needs and issues. The representatives we interview have significant knowledge of our community. To ensure they come from distinct and varied backgrounds, we include multiple representatives from each of the following categories:Category I: Persons with special knowledge of public health. This includes persons from state, local, and/or regional governmental public health departments with knowledge, information, or expertise relevant to the health needs of our community. Category II: Individuals or organizations serving or representing the interests of the medically underserved, low-income, and minority populations in our community. Medically underserved populations include populations experiencing health disparities or at risk populations not receiving adequate medical care as a result of being uninsured or underinsured or due to geographic, language, financial, or other barriers. Category III: Additional people located in or serving our community including, but not limited to, health care advocates, nonprofit and community-based organizations, health care providers, community health centers, local school districts, and private businesses. Each potential need is scored by the community representatives on a scale from negative six (-6) to six (6). A high score signifies the representative believes the health need is both important and needs to be addressed with additional resources. Lower scores typically mean the representative believes the need is relatively less important or that it is already being addressed effectively with the current set of programs and services available.Representatives from the following organizations were contacted and interviewed:1) Affiliation: Blue Cross of Idaho Foundation2) Affiliation: Central District Health3) Affiliation: Central District Health Department and Western Idaho Community Health4) Affiliation: City of Mountain Home5) Affiliation: City of Mountain Home Parks and Recreation6) Affiliation: Community Board, Elmore Medical Staff Affairs Committee7) Affiliation: Desert Sage Health Centers8) Affiliation: Elmore County Rural Development9) Affiliation: Family Medical Residency of Idaho10) Affiliation: Glenns Ferry Schools11) Affiliation: Idaho Department of Health and Welfare12) Affiliation: Idaho Division of Public Health13) Affiliation: Idaho Food Bank14) Affiliation: Idaho Office of the Governor15) Affiliation: Mountain Home Police Department16) Affiliation: Senior Center17) Affiliation: Southwest Idaho Area Agency on Aging18) Affiliation: St. Luke's Health Partners19) Affiliation: The Speedy Foundation20) Affiliation: Treasure Valley YMCA21) Affiliation: United Way of Treasure Valley22) Affiliation: Veteran23) Affiliation: Western Elmore County Recreation District Group A-Facility 2 -- St. Luke's Elmore Part V, Section B, line 6a: St. Luke's Regional Medical Center Group A-Facility 2 -- St. Luke's Elmore Part V, Section B, line 11: The following health needs received the highest score within each category, signifying the importance of addressing these needs to improve community health.Significant Health Needs(1) Health Behaviors - Nutrition Programs/Education/Opportunities(2) Clinical Care - Availability of Behavioral Health Services(3) Social and Economic Factors - Housing Stability(4) Physical Environment - Accessible Modes of TransportationThe following implementation plan illustrates the strategies St. Luke's and its community partners will employ in fiscal year 2023 to address the most significant health needs identified in our 2022 Community Health Needs Assessment for Elmore County.(1) Health Behaviors - Nutrition Programs/Education/OpportunitiesMost Americans today do not have a healthy diet. The role of nutrition in chronic disease prevention and management is particularly crucial as diet is a modifiable risk factor for most chronic conditions.Improve availability and access to healthy foods.- Support community health workers and cultural liaisons within local foodbanks.- SNAP and WIC promotion and outreach. Improve understanding, education and skills to utilize healthy foods.- Deliver and support healthy eating as well as nutrition education and skill buildingSupport sustainable systems to lessen instances and duration of food insecurity.- Identify and implement advocacy opportunities to address food/nutrition insecurity.- Explore value-based-care payment models and benefits design for nutrition support.(2) Clinical Care Availability of Mental and Behavioral Health ServicesAccording to the National Alliance on Mental Illness, nearly a quarter of Idahoans are living with a mental illness. Substance Abuse and Mental Health Services Administration reports that all Idaho counties have shortages of mental health professionals.Awareness, education and skill building.- Support delivery of gatekeeper trainings.- Provide and promote mental and behavioral health education.Population identification and intervention.- Support the community-school model.- Support school-based mental health initiatives.Increase access to mental and behavioral health services.- Participate and appropriately contribute to Governor's Behavioral Health Council.- Support implementation of Community Health Worker, Community Health EMS and Center for Community Health models.- Build suicide prevention and postvention strategies.(3) Social and Economic Factors Housing StabilityAccess to stable housing leads to better physical and mental health outcomes for all. According to a report published by the Idaho Asset Building Network, "In communities with enough affordable homes, primary care visits go up by 20%, emergency room visits go down by 18%, and accumulated medical expenses go down by 12%."Prevention, identification and outreach.- Support development and implementation of social determinants of health screening tool in the electronic medical record (EPIC) to assess the housing needs of patients.Increase housing availability.- Identify and engage in advocacy opportunities to address housing stability.- Continue appropriate support of LEAP Housing and Falcons Landing.Increase support services to help people secure and maintain safe, stable housing.- Support of quality early learning programs.(4) Physical Environment Accessible Modes of TransportationThose facing the biggest transportation challenges are often those who are economically and/or socially marginalized, including lower income families, children and older adults. Ensuring access to transportation also improves access to healthier food options, medical care and employment.Create and maintain safe walking/biking paths and programs.- Support entities that plan improvement and expansion of natural areas via open space and trail initiatives.Support infrastructure for public transportation and shared ridership models.- Support entities that provide transportation solutions to the community. Group A-Facility 2 -- St. Luke's Elmore Part V, Section B, line 13b: Financial Care: Eligible applicants will receive the following assistance:1. Full Discount: The full amount for eligible services will be covered under the Financial Care Policy for any patient or guarantor whose income is at or below 200 percent of the federal poverty level.2. Partial Discount: A sliding fee schedule will be used to determine the amount eligible for financial care assistance for any uninsured or underinsured patient or guarantor. For such applicants, assistance will be provided based on a combination of household income and assets. Partial discounts will be provided if the combination of income and assets is greater than 200 percent but equal to or less than 400 percent of the FPL. Assistance is granted only after all third-party reimbursement possibilities available to the applicant have been exhausted.3. Uninsured and underinsured individuals deemed medically indigent may qualify for a highly discounted rate.4. If the patient balance exceeds 30 percent of household income, patients will qualify for a one-time reduction.5. Assets for evaluation include, but are not limited to:a. home equity;b. IRAs, 403(b) accounts, 401k accounts, stocks/bonds;c. savings/money market accounts; andd. other investments (rental properties, etc.).WWW.STLUKESONLINE.ORG/RESOURCES/BEFORE-YOUR-VISIT/FINANCIAL-CARE Group A-Facility 2 -- St. Luke's Elmore Part V, Section B, line 16j: A Financial Care application is provided to the patient which contains Patient Financial Advocate contact information. Part V, Section B, Line 7a: https://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessments Part V, Section B, Line 10a: https://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessments 65 1 - St Luke's Meridian Medical Plaza 520 S Eagle Rd Meridian ID 83642 Emergency Department, Surgery and Inpatient Care, Physician Clinics 2 - St Luke's Specialty Clinics 100 E Idaho St Boise ID 83712 Specialty Physician Clinics 3 - St Luke's Clinic 333 N 1st St Boise ID 83702 Surgery Center and Specialty Physician Clinics 4 - St Luke's Clinic 3525 E Louise Dr Meridian ID 83642 Specialty Physician Clinics 5 - St Luke's Children's Specialty Center 305 E Jefferson St Boise ID 83712 Specialty Pediatric Physician Clinics 6 - St Luke's Clinic 3399 E Louise Dr Meridian ID 83642 Surgery Center and Specialty Physician Clinics 7 - St Luke's Clinic 3277 E Louise Dr Meridian ID 83642 Specialty Physician Clinics 8 - St Luke's Children's Cares Clinic 417 S 6th Street Boise ID 83702 Community Outreach 9 - St Luke's Cancer Institute 9951 W St Lukes Drive Nampa ID 83687 Cancer detection and Care 10 - St Luke's Anderson Plaza Clinics 222 N 2nd St Boise ID 83702 Specialty Physician and Pediatric Clinics 11 - St Luke's Cancer Institute 725 Pole Line Rd W Twin Falls ID 83301 Oncology 12 - St Luke's Clinic 703 S Americana Blvd Boise ID 83702 Imaging Services and Specialty Physician Clinics 13 - St Luke's Clinic 300 E Jefferson St Boise ID 83712 Specialty Physician and Pediatric Clinics 14 - St Luke's Eagle Medical Plaza 3101 E State St Eagle ID 83616 Specialty Physician Clinics, Imaging and Lab Services 15 - St Luke's Outpatient Surgery Center 500 S Eagle Road Meridian ID 83642 Surgery Center and Specialty Physician Clinics 16 - St Luke's Trinity Mountain Medical 465 McKenna Dr Mountain Home ID 83647 Family Medicine & OB/GYN clinic 17 - St Luke's Clinic 3950 17th St Baker City OR 97814 Physician and Specialty Physician Clinics 18 - St Luke's Clinic Meridian Gala St 2347 E Gala St Meridian ID 83642 Family Medicine, Pulmonology, Sleep Medicine 19 - St Luke's Clinic 1000 E Park Blvd Suite 120 Boise ID 83712 Physician Clinics: Internal Medicine. Palliative Care 20 - St Luke's Clinic 701 E Parkcenter Blvd Boise ID 83706 Pain Management, Pediatrics, Family Medicine, Phlebotomy 21 - St Luke's Clinic 125 E Idaho St Boise ID 83712 Specialty Physician Clinics and Surgery Center 22 - St Luke's Clinic Family Medicine 1520 W State Street Suite 100 Boise ID 83702 Family Medicine 23 - St Luke's Children's Neurobehavioral 1075 E Park Blvd South Entrance Boise ID 83712 Specialty physician Clinics: Neurobehavioral 24 - St Luke's Clinic 4949 S Hillsdale Ave Meridian ID 83646 Family Medicine, Pediatrics, Rehabilitation 25 - St Luke's Clinic 1906 Fairview Ave Caldwell ID 83605 Rehabilitation and Specialty Physician Clinic 26 - St Luke's Cancer Institute Nampa Building 308 E Hawaii Avenue Nampa ID 83686 Patient Support Oncology 27 - St Luke's Clinic 840 N 4th East Mountain Home ID 83647 Physician Clinics and Urgent Care 28 - St Luke's Clinic Family Medicine 805 N 6th East Mountain Home ID 83647 Family Medicine 29 - St Luke's Rehab and Sports Medicine 1109 W Myrtle Boise ID 83702 Sports Medicine and Rehabilitation 30 - St Luke's Clinic Internal Medicine 4840 N Cloverdale Rd Boise ID 83713 Internal Medicine 31 - St Luke's Clinic 510 N 2nd St Boise ID 83702 Hearing, Balance, Vestibular Clinic And Urology 32 - St Luke's Cancer Institute Fruitland 1118 NW 16th St Fruitland ID 83619 Cancer treatment Center 33 - St Luke's Humphreys Diabetes Center 1226 W River St Boise ID 83702 Diabetes Center 34 - St Luke's Clinic Family Health 12080 W McMillan Rd Boise ID 83713 Family Medicine 35 - St Luke's Fruitland Medical Plaza 1210 NW 16th St Fruitland ID 83619 Emergency Department, Urgent care, Surgery Center, Specialty Clinics 36 - St Luke's Orthopedic Surgery Center 1425 River Street Boise ID 83702 Orthopedic Surgery Center 37 - St Luke's Idaho Family Physicians 130 E Boise Ave Boise ID 83706 Family Medicine 38 - St Luke's Clinic 5155 S Hillsdale Ave Meridian ID 83642 Lifestyle Medicine 39 - St Luke's Clinic Family Health 3140 W Milano Dr Suite 150 Meridian ID 83646 Family Health 40 - St Luke's Clinic Family Medicine 3165 E Greenhurst Rd Nampa ID 83686 Family Medicine 41 - St Luke's Mountain View Medical Center 3301 N Sawgrass Wy Boise ID 83704 Family Medicine 42 - St Luke's Clinic Family Health 2083 Hospitality Ln Boise ID 83716 Family Medicine, Lab Services 43 - St Luke's Clinic Acute Care Surgery 100 E Warm Springs Ave Suite B Boise ID 83712 Physician Clinic-Surgery 44 - St Luke's Treasure Valley Pediatrics 450 W State Street Suite 100 Eagle ID 83616 Pediatric Medicine 45 - St Luke's Clinic Idaho Endocrinology 403 S 11th St Suite 100 Boise ID 83702 Specialty Physician Clinic 46 - St Luke's Children's Pediatrics 1620 S Kimball Ave Caldwell ID 83605 Rehabilitation 47 - St Luke's Treasure Valley Pediatrics 1620 S Celebration Ave Meridian ID 83642 Pediatric Medicine 48 - St Luke's Idaho Pulmonary Associates 2051 E Summersweet Dr Boise ID 83716 Pulmonary Specialty 49 - St Luke's Bariatrics & General Surgery 115 Main St Boise ID 83702 Specialty physician Clinics: Bariatric Nutrition and General Surgery 50 - St Luke's Clinic Outpatient Services 890 N 6th East St Mountain Home ID 83647 Physician Clinics 51 - St Luke's Rehabilitation 1001 S Bridgeway Place Eagle ID 83616 Rehabilitation 52 - St Luke's Idaho Cardiology Associates 287 W Jefferson St Boise ID 83702 Cardiology 53 - St Luke's Rehabilitation 290 W Georgia Ave Nampa ID 83686 Rehabilitation 54 - St Luke's Breast Cancer Detection 247 W Washington St Boise ID 83712 Cancer detection and Care 55 - St Luke's Cystic Fibrosis Center 610 W Hays Street Boise ID 83702 Cystic Fibrosis Center 56 - Idaho Elks Hearing and Balance Center 172 2nd St S Nampa ID 83651 Hearing, Balance, Vestibular Clinic 57 - St Luke's Children's Rehabilitation 170 2nd St S Nampa ID 83651 Rehabilitation(pediatric) 58 - St Luke's Clinic 600 N Robbins Rd Boise ID 83702 Rehab/Orthopedics/Rheumatology Physician Clinics 59 - St Luke's Rehabilitation 2475 Apple St Suite 200 Boise ID 83706 Rehabilitation 60 - St Luke's Breast Cancer Detection 8050 W Rifleman St Boise ID 83704 Cancer detection and Care 61 - St Luke's Breast Cancer Detection 909 NW 16th St Suite C Fruitland ID 83619 Cancer detection and Care 62 - St Luke's Center for Breast Imaging 100 E Bannock St Boise ID 83712 Imaging Services 63 - St Luke's Rehabilitation 2999 N Lakeharbor Ln Suite 120 Boise ID 83703 Rehabilitation 64 - Idaho Elks Hearing and Balance Center 1182 SW 4th Ave Ontario OR 97914 Hearing, Balance, Vestibular Clinic 65 - St Luke's Kidney & Hypertension 4620 Enterprise Way Caldwell ID 83605 Nephrology Part I, Line 3c: Please refer to the disclosure for Part V. Section B. Line 13b - which describes methods used to determine eligibility for financial assistance. Part I, Line 7: The cost to charge ratio was used to calculate the financial assistance provided to the community. Other Community benefits come from a data repository maintained by St. Luke's Employees that tracks community benefit costs and hours. Part I, Line 7g: Subsidized services represent unreimbursed costs incurred (excluding impact of unreimbursed Medicare and Medicaid) for the following services: Emergency and Trauma Services Women's and children's Health Home Care Palliative Care and Medicine Behavioral Health Part 1, Line 7i, Cash and in-kind contributions for community benefit: During the fiscal year 2022, St. Luke's administrated and dispensed the majority of community grants, cash, and in-kind donations at the system level. Those grants and donations were still awarded and continued to support health initiatives through all the communities we serve and were reported on form 990 for St. Luke's Health System. Part 1, Line 5a, Discounted Care: Financial assistance is provided to any qualifying patients, regardless of budget. Part II, Community Building Activities: St. Luke's is an active participant in the community, and provides support to address public health issues, and works with coalitions to address local health needs. St. Luke's takes on initiatives as need arises to help the long term development of the community particularly to shape and improve public health and access to medical services. Part III, Line 2: The Cost to Charge ratio method was used to calculate bad debt expense at cost. Part III, Line 3: St. Luke's has a very robust financial assistance program, therefore, no estimate is made for bad debt attributable to patients eligible under the financial assistance policy. Part III, Line 4: Per the audited financial statements in footnote three, St. Luke's grants credit without collateral to its patients, most of whom are local residents and many of whom are insured under third-party agreements. The allowance for estimated uncollectible amounts is determined by analyzing both historical information (write-offs by payor classification), as well as current economic conditions. Part III, Line 8: The source of the information is the Medicare Cost Report for fiscal year 2022. The amount is calculated by comparing the total Medicare apportioned costs (allowable costs) to payments (including IME and GME) received during FY'22.St. Luke's provides medical care to all patients eligible for Medicare regardless of the shortfall and thereby relieves the Federal Government of the burden for paying the full cost of Medicare. Part III, Line 9b: All subsidiaries within the St. Luke's Health System have policies in place to provide financial assistance to those who meet established criteria and need assistance in paying for the amounts billed for their provided health care services. In addition, the collection policies and practices in place within the St. Luke's Health System provide guidance to patients on how to apply for this assistance. Collection of amounts due may be pursued in cases where the patient is unable to qualify for charity care or financial assistance and the patient has the financial resources to pay for the billed amounts. Part VI, Line 2: A Community Health Needs Assessment (CHNA) was conducted for the fiscal year ending 9/30/2022. Information related to the CHNA is shown in the responses to questions 3 and 7 of "Part V, Section B, Facility Policies and Practices".A complete copy of the CHNA assessments for all of the hospitals operating within the St. Luke's Health System can be found at the following website:https://www.stlukesonline.org/about-st-lukes/supporting-the-community/community-health-needs-assessments Part VI, Line 3: (A) St. Luke's provides notice of the availability of financial assistance via: 1. Signage 2. Patient brochure 3. Billing Statement 4. Written collection action letter 5. Online at www.stlukesonline.org/billing (B) Financial assistance policy is translated into the following language: Spanish (C) St. Luke's provides individual notice of the availability of financial assistance to a patient expected to incur charges that may not be paid in full by third party coverage, along with an estimate of the patient's liability. (D) For cases in which St. Luke's independently determines patient eligibility for financial assistance, St. Luke's provides written notice of determination that the patient is or is not eligible within 10 business days of receiving a completed application and the required supporting documentation. Part VI, Line 4: St. Luke's Regional Medical Center - Ada and Canyon counties represent the geographic area used to define the community we serve also referred to in this document as our primary service area or service area. The criteria we use in selecting the service area is the identification of what counties our hospitalized patients reside in. Those counties that make up 70% or greater of the inpatient hospitalizations are identified as our service area. The residents of Ada and Canyon counties comprise about 79% of our inpatients with approximately 63% of our inpatients living in Ada County and 15% in Canyon County.Idaho experienced a 14% increase in population from 2010 to 2019, ranking it as one of fastest growing states in the country. Ada and Canyon Counties have followed that trend, experiencing an even more rapid 22% increase in population within that timeframe. Plans are already underway to expand St. Luke's Boise/Meridian to manage the volume and scope of services in order to meet the needs of an increasing population.Both Idaho and our service area are comprised of about a 94% white population while the nation, as a whole, is 76% white. The Hispanic population in Idaho represents 13% of the overall population and 14% of our defined service area. Canyon County is approximately 26% Hispanic, and Ada County is 9% Hispanic.The official United States poverty rate has been decreasing since 2012. Although Ada County poverty rates are decreasing, they are still above where they were prior to the recession in 2008. The poverty rate for children under the age of 18 is well below the national average for Ada and Canyon Counties.Median income in the United States has risen steadily since 2009. Median income in Canyon County is well below the national median and lower than Idaho's median income. Median income in Ada County is higher than the national median income.St. Luke's Elmore - Elmore County represents the geographic area used to define the service area we serve also referred to here as our primary service area or service area. The criteria we use in selecting the service area is the identification of what counties our hospitalized patients reside in. Those counties that make up 70% or greater of the inpatient hospitalizations are identified. as our service area. The residents of Elmore County comprise about 91% of our inpatient visits.Both Idaho and our service area are comprised of over a 90% white population while the nation, as a whole, is 76% white. The Hispanic population in Idaho represents 13% of the overall population and about 18% of our defined service area.Idaho experienced a 14% increase in population from 2010 to 2019, ranking it as one of fastest growing states in the country. However, our service area experienced minimal population growth of 2%.16 St. Luke's Elmore is working to manage the volume and scope of services in order to meet the needs of our population.Over the past 9 years the over 65 age group has been the fastest growing segment of our service area. Currently, about 14% of the people in our service area are over the age of 65.The official United States poverty rate has been decreasing since 2012. Although poverty rates are also declining for Idaho, our service area poverty rate is higher than Idaho's and the national average. The poverty rate in our service area for children under the age of 18 is about the same as the national average.Median income in the United States has risen by 23% since 2009 but by only 12% in our service area. The median income in our service area declined from 2018 to 2019 and is well below the national median and lower than Idaho's median income. Part VI, Line 5: The people who serve on the various boards for subsidiaries within the St. Luke's Health System are local citizens who have a vested interest in the health of their communities. These committed leaders volunteer on our boards because they are dedicated to ensuring that the people of southern Idaho and the surrounding area have access to the most advanced, most comprehensive health care possible. St. Luke's believes that locally owned and governed hospitals can take the best measure of community health care needs. We are grateful to our board leadership for giving generously of their time and talents and bringing to the table their unique perspectives and intimate knowledge of their communities. St. Luke's would not be the organization it is today without our volunteer board members. The vision of dedicated community leaders has guided St. Luke's for many decades, and will continue to guide us well into the future. As a not-for-profit organization, 100% of St. Luke's revenue after expenses is reinvested in the organization to serve the community in the form of staff, buildings, or new technology. Also, St. Luke's Regional Medical Center maintains an open medical staff. Any physician can apply for practicing privileges as long as they meet the standards for St. Luke's Regional Medical Center. Part VI, Line 6: As the only Idaho-based not-for-profit health system, St. Luke's Health System is part of the communities we serve, with local physicians and boards who further our organization's mission "To improve the health of people in the communities we serve." Working together, we share resources, skills, and knowledge to provide the best possible care, no matter which of our hospitals provide that care. Each St. Luke's Health System hospital is nationally recognized for excellence in patient care, with prestigious awards and designations reflecting the exceptional care that is synonymous with the St. Luke's name. St. Luke's Health System provides facilities and services across the region, covering a 150-mile radius that encompasses southern and central Idaho, northern Nevada, and eastern Oregon-bringing care close to home and family. The following entities are part of the St. Luke's Health System: (1) St. Luke's Regional Medical Center, Ltd. with the following locations: --St. Luke's Boise Hospital --St. Luke's Meridian Hospital --St. Luke's Children's Hospital --St. Luke's Boise/Meridian/Caldwell/Fruitland Physician Clinics --St. Luke's Eagle Urgent Care --St. Luke's Elmore Hospital with physician clinic --St. Luke's Fruitland Emergency Department/Urgent Care (2) St. Luke's Wood River Medical Center, Ltd. which consists of a critical access hospital located in Ketchum, Idaho as well as various physician clinics (3) St. Luke's Magic Valley Regional Medical Center, Ltd. which consists of the following: --St. Luke's Magic Valley Hospital-Twin Falls, Idaho --Various St. Luke's Physician Clinics in Twin Falls --Canyon View-(Behavioral Health) --St. Luke's Jerome Hospital-Jerome, Idaho --Various Physician clinics in Jerome (4) St. Luke's McCall, Ltd. which consists of a critical access hospital located in McCall, Idaho as well as various physician clinics. (5) St. Luke's Nampa Medical Center, Ltd. which consists of a critical access hospital located in Nampa, Idaho as well as various physician clinics. St. Luke's physician clinics and services are provided in partnership with area physicians and other health care professionals. These include: Cardiovascular; Child Abuse and Neglect Evaluation; Endocrinology; Ear, Nose, and Throat; Family Medicine; Gastroenterology; General Surgery; Hypertensive Disease; Internal Medicine; Maternal/Fetal Medicine; Medical Imaging; Metabolic and Bariatric Surgery; Nephrology; Neurology; Neurosurgery; Obstetrics/Gynecology; Occupational Medicine; Orthopedics; Outpatient Rehabilitation; Plastic Surgery; Psychiatry and Addiction; Pulmonary Medicine; Sleep Disorders; and Urology. In addition, St. Luke's works with other regional facilities, including Weiser Memorial Hospital and Salmon River Clinic, through a combination of management and other contracts for select specified services. Part VI, Line 7, Reports Filed With States ID 1 Lowell Elementary PTSA 1507 N 28th Street Boise ID 837035952 943245930 Government Entity 22500 0 Support Lowell Elementary PTSA National Hemophilia Foundation 116 W 32nd Street 11th Floor New York NY 10001 135641857 501(c)(3) 15000 0 Support National Hemophilia Foundation Hands of Hope Northwest Inc 1201 Powerline Rd Nampa ID 83686 841398889 501(c)(3) 1424263 0 Support Hands of Hope Northwest, Inc. St Luke's Health Foundation Inc 190 East Bannock Street Boise ID 83712 810600973 501(c)(3) 2317751 0 Provide support for overall operational needs of St. Luke's Health Foundation, Inc. 4 0 Part I, Line 2: The Organization endeavors to monitor its grants to ensure that such grants are used for proper purposes and not otherwise diverted from their intended use. This is accomplished by requesting recipient organizations to affirm that funds must be used solely in accordance with the grant request and budget on which the grant was based and that funds not expended for the stated purpose are to be returned to the organization. Reports are requested from time to time as deemed appropriate. Sch. I Part I During the fiscal year 2022 the Health System administered and dispensed community grants into one department which is aligned under SLHS. The grants were awarded and continued to support health initiatives through all the communities we serve. 1 1 0 0 0 0 0 0 0 Pamela Lindemoen Former COO 0 335909 0 0 0 1233367 0 6933 0 2121 0 1578330 0 0 Edward Duckworth MD Physician 0 934533 0 503178 0 39810 0 13072 0 17256 0 1507849 0 0 Kaitlin Neary MD Physician 0 399983 0 805245 0 39486 0 12553 0 21163 0 1278430 0 0 Jeffry Menzner MD Physician 0 868540 0 291493 0 75350 0 26188 0 15943 0 1277514 0 0 Chris Roth President & CEO 0 1051056 0 1158 0 166503 0 21816 0 29307 0 1269840 0 0 Marcos Daccarett MD Physician 0 462652 0 682091 0 58982 0 17744 0 12101 0 1233570 0 0 Stephen Brassell MD Physician 0 467184 0 673200 0 46742 0 17444 0 16738 0 1221308 0 0 Jeffrey S Taylor SVP/CFO/Treasurer (End 9/2022) 0 763131 0 1158 0 55524 0 366723 0 22198 0 1208734 0 0 Christine Neuhoff SVP/Chief Legal Officer/Secretary 0 683156 0 1158 0 85985 0 21816 0 20102 0 812217 0 0 Sandee Moore Gehrke SVP, Chief Operating Officer 0 467389 0 1158 0 74836 0 17444 0 25501 0 586328 0 0 Lucie DiMaggio MD Director 0 427546 0 0 0 0 0 0 0 0 0 427546 0 0 Kathryn Fowler SVP/CFO/Treasurer (Start 8/2022) 0 308451 0 1158 0 39540 0 17444 0 6657 0 373250 0 0 David Pate Former CEO & President 0 0 0 0 0 154684 0 0 0 0 0 154684 0 154684 Part I, Line 3 Compensation for the organization's CEO is determined by St. Luke's Health System, Ltd. (System), sole member of St. Luke's Regional Medical Center, Ltd. The System board approves the compensation amount per the recommendation of its compensation committee, and the decision is then reviewed and ratified by the board of directors for St. Luke's Regional Medical Center. In determining compensation for the CEO, the System board utilizes the following criteria: Compensation Committee Independent compensation consultant Compensation survey or study Approval by the board or compensation committee Part I, Line 4b: During CY2021, the following individuals participated in a supplemental non-qualified executive retirement plan: David C. Pate received $154,684 of taxable and $372,053 of non-taxable benefits for service in a supplemental retirement plan. Part I, Line 4b: During CY2021, Jeffrey S. Taylor was a participant in the supplemental non-qualified executive retirement plan. There were no additional benefits accrued during the calendar year on behalf of the participant. Part II - Column (B)(III) The reportable individual, Pamela Lindemoen, is paid by St. Luke's Health System, a related organization recognized by the Internal Revenue Service as exempt as described in Internal Revenue Code Section 501(c)(3). Severance pay is based on length of service. Payments of severance are conditioned upon signing a separation and release agreement. During the 2021 calendar year, the reportable individual received severance payments in the amount of $874,994. Part II-Column (C) During CY2021 the following individual participated in the basic pension plan. Due to changes in actuarial assumptions, this individual experienced an increase in the vested balance of the plan. Jeffrey Taylor $340,535 A Idaho Health Facilities Authority 826051863 451295WT2 2014-08-19 176779592 Capital Projects for Health Care Facilities 0 0 0 B Idaho Health Facilities Authority 826051863 000000000 2016-05-18 50000000 Equipment Financing for Health Care Facilities 0 0 0 C Idaho Health Facilities Authority 826051863 451295ZB8 2018-08-08 389965755 See Part VI 0 0 0 D Idaho Health Facilities Authority 826051863 451295D22 2021-11-30 241883264 See Part VI 0 0 0 A 3315000 178529644 221 1798967 176730677 2018 0 0 1 1 B 30216354 50030528 165622 49864906 2016 0 0 1 1 C 74905000 391299908 245312 82543424 308756484 2020 1 0 1 1 D 242202328 236 1933243 20245904 139902500 80120681 1 0 0 1 A 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 D 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 1 0 0 1 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Date Rebate Computation Performed Issuer Name: Idaho Health Facilities Authority Date the Rebate Computation was Performed: 03/01/2019 Part II, Line 4, Columns A, C, & D Amounts presented consist of Debt Service Fund Deposits. Part 1, column (f), Line C Bond Current Refunding of Bonds and capital projects for healthcare facilities. The bonds refunded by this issue were issued on 12/4/2008, 7/31/2012, and 10/24/2012. Part IV, Line 2c, Column A Bond The rebate computation was performed on 03/01/2019. Part II, Line 12, Columns D Amounts presented consist of funds escrowed for capital projects for Healthcare Facilities Part 1, column (f), Line D Bond Current Refunding of Bonds and capital projects for healthcare facilities. The bonds refunded by this issue were issued on 7/11/2012, and 8/9/2018. Part 1, column (c), Line D Form 8038 lists this CUSIP and also 451295ZC6. Schedule K, Part I and Part II, Line 3, Columns A, B, C, & D. Differences between the issue price (Part I) and total proceeds (Part II, line 3) are due to investment earnings. Form 990, Part I, Line 6: Volunteer counts exceed those in prior years due to the lifting of restrictions on access to the hospitals and resuming in-person events following COVID-19 concerns. Form 990 Part V, Line 1&2 Accounts payable and payroll process are consolidated at the supporting organization level (St. Luke's Health System, Ltd). Therefore, corresponding reporting for 1099's and W-2's occurs at that level. Form 990, Part VI, Section A, line 2 Andy Scoggin has a business relationship with Dan Krahn. Form 990, Part VI, Section A, line 6 St. Luke's Health System, Ltd. is the sole member of St. Luke's Regional Medical Center. Ltd. Form 990, Part VI, Section A, line 7a St. Luke's Health System, Ltd. (Member) and St. Luke's Regional Medical Center, Ltd. (Corporation) cooperatively select and employ the CEO of the Corporation. St. Luke's Health System, Ltd., is the sole member of the Corporation. Form 990, Part VI, Section A, line 7b St. Luke's Health System, Ltd. (Member) maintains approval and implementation authority over St. Luke's Regional Medical Center (Corporation). Actions requiring approval authority may be initiated by either the Corporation or its Member, but must be approved by both the Corporation (by action of its Board of Directors)and the Member. Actions requiring approval authority of the Member include: (a) Amendment to the Articles of Incorporation; (b) Amendment to the Bylaws of the Corporation; (c) Appointment of members of the Corporation's Board of Directors, other than ex officio directors; (d) Removal of an individual from the Corporation's Board of Directors if and when removal is requested by the Corporation's Board of Directors, which request may only be made if the Director is failing to meet the reasonable expectations for service on the Corporation's Board of Directors that are established by the Member and are uniform for the Corporation and for all of the other hospitals for which the Member then serves as the sole corporate member. (e) Approval of operating and capital budgets of the Corporation, and deviations to an approved budget over the amounts established from time to time by the Member; and (f) Approval of the strategic/tactical plans and goals and objectives of the Corporation. Implementation Authority means those actions which the Member may take without the approval or recommendation of the Corporation. This authority will not be utilized until there has been appropriate communication between the Member and the Corporation's Board of Directors and its Chief Executive Officer. Actions requiring implementation authority include: (a) Changes to the Statements of mission, philosophy, and values of the Corporation; (b) Removal of an individual from the Corporation's Board of Directors if and when the Member determines in good faith that the Director is failing to meet the Approved Board of Member Expectations. This authority to remove Directors shall not be used merely because there is a difference in business judgment between the Director and the Corporation or the Member, and shall never be used to remove one or more Directors from the Corporation's Board of Directors in order to change a decision made by the Corporation's Board of Directors; (c) Employment and termination of the Chief Executive Officer of the Corporation; (d) Appointment of the auditor for the Corporation and the coordination of the Corporation's annual audit; (e) Sales, lease, exchange, mortgage, pledge, creation of a security interest in or other disposition of real or personal property of the Corporation if such property has a fair market value in excess of a limit set from time to time by the Member and that is not otherwise contained in an Approved Budget; (f) Sale, merger, consolidation, change of membership, sale of all or substantially all of the assets of the corporation, or closure of any facility operated by the Corporation; (g) The dissolution of the Corporation; (h) Incurrence of debt by or for the Corporation in accordance with requirements established from time to time by the Member and that is not otherwise contained in an Approved Budget; and (i) Authority to establish policies to promote and develop an integrated, cohesive health care delivery system across all corporations for which the Member serves as the corporate member. Form 990, Part VI, Section B, line 11b The Form 990 (Form) is reviewed by an independent public accounting firm based on audited financial statements of the St. Luke's Health System and with the assistance of the organization's finance and accounting staff. A complete copy of the Form 990 is made available to the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c The organization annually reviews the conflict of interest policy with each board member and also with new board members. Persons covered under the policy include officers, directors, senior executives, non-director members of Board committees, and others as identified by a senior executive. At all levels the board is responsible for assessing, reviewing, and resolving any conflicts of interest that have been disclosed by a covered person, or a conflict of interest disclosed by a covered person with respect to a covered person other than himself/herself. Where a conflict exists, the affected parties must recuse themselves from participating in any discussion and/or vote related to the conflict. Form 990, Part VI, Section B, line 15 Executive compensation is set by St. Luke's Boards of Directors and is reviewed annually. Compensation levels are based on an independent analysis of comparable pay packages offered at similar institutions across the country, with the goal of placing executives in the 50th percentile in aggregate of those surveyed. These surveys are usually done annually. St. Luke's Health System is committed to providing the highest quality medical care to all people regardless of their ability to pay. To keep that commitment, St. Luke's puts a great deal of time and effort into recruiting and retaining the top physicians in a variety of medical fields. Our relationships with physicians range from having privileges at the hospital to full employment. For those physicians who choose to be employed, St. Luke's must offer competitive pay and benefits. Physician compensation is based on a range of criteria and can be influenced by a number of variables including: -Community need for medical specialty -Experience -Productivity -Geography -National surveys adjusted for local conditions -Willingness to serve regardless of patients' ability to pay -Duration of relationship and contractual terms -Performance on quality metrics To ensure physician compensation and benefits remain within industry standards and legal requirements for not-for-profit institutions, St. Luke's has a Physician Arrangements policy that specifies circumstances requiring a third-party valuation and also periodically uses third-party consulting firms to review St. Luke's physician compensation arrangements. Given the growing national shortage of physicians, recruiting and retaining physicians is more critical than ever to guarantee that people seeking care at St. Luke's will continue to have access to the physicians and specialists they need regardless of their insurance status or insurance provider. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are not available to the public. Form 990 is available for public inspection on our website, which contains financial information. Form 990 Part VII Section A The total hours worked and compensation reported for the following individuals represent services rendered to organizations within the St. Luke's Health System: Chris Roth: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Health Foundation, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Clinic Coordinated Care, Ltd. St. Luke's Nampa Medical Center, Ltd. Christine Neuhoff: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's Wood River Medical Center, Ltd. St. Luke's Clinic Coordinated Care, Ltd. St. Luke's Nampa Medical Center, Ltd. Jeffrey S. Taylor: St. Luke's Clinic Coordinated Care, Ltd. St. Luke's Health System, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Nampa Medical Center, Ltd. St. Luke's Regional Medical Center St. Luke's Wood River Medical Center, Ltd. Kathryn Fowler: St. Luke's Health System, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Nampa Medical Center, Ltd. St. Luke's Regional Medical Center St. Luke's Wood River Medical Center, Ltd. Sandee Moore Gehrke: St. Luke's Health System, Ltd. St. Luke's Magic Valley Regional Medical Center, Ltd. St. Luke's McCall, Ltd. St. Luke's Nampa Medical Center, Ltd. St. Luke's Regional Medical Center St. Luke's Wood River Medical Center, Ltd. Also, it should be noted that the hours reported for the officers, key employees, and highest paid employees are based on a minimum 40 hour work week. However, due to the demands of their roles within the St. Luke's Health System, the hours worked by these individuals often exceed the minimum required 40 hours. Form 990, Part XI, line 9: Change in Minimum Liability-Defined Benefit Plan 12,895,113. Capital invested in plant 225,141. St Luke's Clinic-Treasure Valley LLC 190 E Bannock Boise ID 83712 452716222 Physician Clinic Services ID 204103299 43431227 St Luke's Regional Medical Center Ltd St Luke's Clinic Coordinated Care Ltd 190 E Bannock Boise ID 83712 455195864 Accountable Care Organization ID 501(c)(3) 10 St Luke's Health System Ltd 0 St Luke's Health Foundation Ltd 190 E Bannock Boise ID 83712 810600973 Fundraising ID 501(c)(3) 7 St Luke's Health System Ltd 0 St Luke's Health System Ltd 190 E Bannock Boise ID 83712 562570681 Supporting Organization ID 501(c)(3) 12C, III-FI N/A 0 St Luke's Magic Valley Regional Medical Center Ltd 190 E Bannock Boise ID 83712 562570686 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's McCall Ltd 190 E Bannock Boise ID 83712 273311774 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's Nampa Medical Center Ltd 190 E Bannock Boise ID 83712 821162805 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 St Luke's Wood River Medical Center Ltd 190 E Bannock Boise ID 83712 841421665 Healthcare Services ID 501(c)(3) 3 St Luke's Health System Ltd 0 Anderson Plaza Medical Building Inc 190 E Bannock St Boise ID 83702 820448741 Medical Offices ID N/A C 0 St Luke's Office Plaza 190 E Bannock St Boise ID 83702 820389626 Medical Offices ID N/A C 0 St Luke's Elmore Medical Building Inc 190 E Bannock St Boise ID 83702 813992116 Medical Offices ID N/A C 0 Sequoyah Assurance Ltd PO Box 1051 Grand Cayman CJ KY1-1102 981631863 Captive Insurance CJ St Luke's Regional Medical Center Ltd C 11127885 30207430 1.00000 1 St Luke's Health Plan Inc 800 E Park Blvd Boise ID 83712 874765682 Health Insurance Provider ID N/A C 0 Select Medical Network of Idaho Inc PO Box 1990 Boise ID 83701 810594024 Provider Network ID N/A C 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 St Luke's Health Foundation Ltd B 2317752 Subsidy to SLHF St Luke's Health Foundation Ltd C 3448422 Donations Specified for SLRMC Sequoyah Assurance Ltd L 12055855 Services Paid for Captive Insur.