Mountain States Tumor Institute Inc: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- Mountain States Tumor Institute Inc (EIN 82-0295026)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-12
- IRS object ID
- 202112249349300331
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-12T09:12:05-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 Town Center Drive Suite 1200 | AddressLine1Txt |
| City | Costa Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926261924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820295026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mountain States Tumor Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 2087069585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Bannock | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter DiDio | PersonNm |
| Person Title | Vice President, Controller | PersonTitleTxt |
| Phone | 2087069585 | PhoneNum |
| Signature | 2021-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Sadoff | PreparerPersonNm |
| PTIN | P00540589 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Luke's Cancer Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Chris Roth | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Bannock | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $229,668,357 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.stlukesonline.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Activity Or Mission | Provide healthcare services to the community. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,637,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,974,979 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $205,530,039 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $227,475,469 | CYProgramServiceRevenueAmt |
| PY Investment Income | $249,532 | PYInvestmentIncomeAmt |
| CY Investment Income | $217,909 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $207,417,162 | PYTotalRevenueAmt |
| CY Total Revenue | $229,668,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $189,019,128 | PYOtherExpensesAmt |
| CY Other Expenses | $210,287,038 | CYOtherExpensesAmt |
| PY Total Expenses | $189,019,128 | PYTotalExpensesAmt |
| CY Total Expenses | $210,287,038 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,398,034 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,381,319 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $199,277,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,318,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,958,947 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve the health of people in the communities we serve. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $199,460,320 | ExpenseAmt |
| Revenue | $227,475,469 | RevenueAmt |
| Desc | Oncology & Research:St. Luke's Mountain States Tumor Institute (MSTI) is a wholly owned subsidiary of St. Luke's Regional Medical Center and one of the Northwest's most respected cancer care centers. For over 50 years, St. Luke's has been dedicated to the study, prevention, and treatment of cancer. St. Luke's MSTI patients can now receive care in 8 different locations in the communities we serve. A comprehensive offering of pediatric and adult inpatient and outpatient services comprise the St. Luke's MSTI community cancer program. These services include medical and radiation oncology, blood and marrow transplant, genetic counseling, breast care, gynecologic, urologic, and hepatobiliary subspecialties as well as a fully integrated supportive oncology program that encompasses cancer rehabilitation, patient financial advocacy, integrative medicine, nutritional counseling, palliative care, psychiatry, social work, spiritual care and survivorship services. Additionally MSTI has a robust clinical research program with specimen banking and a biorepository. All St. Luke's MSTI sites are accredited as part of St. Luke's Regional Medical Center, Ltd. St. Luke's is accredited by the Joint Commission on the Accreditation of Healthcare Organizations. The laboratories serving St. Luke's MSTI are certified by the College of American Pathologists. St. Luke's MSTI has been accredited by the American College of Surgeons (ACoS) Commission on Cancer since 1977, and is accredited by the Foundation for the Accreditation of Cellular Therapy (FACT). Accreditations are performed on a three-year cycle. Because of its nationally recognized expertise in cancer care, St. Luke's MSTI is invited to participate in numerous clinical research protocols in cooperation with regional and national cancer research groups and pharmaceutical companies. Among these research groups are the National Cancer Institute, Children's Oncology Group, and The Pacific Cancer Research Consortium (PCRC), which brings together community cancer treatment centers in the Western United States to form an NCI Community Oncology Research Program (NCORP) Community Site. Since its founding in 1969, St. Luke's MSTI has been committed to cancer research. Physicians at St. Luke's MSTI strongly endorse clinical trials. The focus of oncology professionals is on improved cure rates, more effective treatments with fewer side effects, longer survival, and improved quality of life. Clinical research advances science and ensures that patient care approaches the highest possible level of quality. Patients who participate in clinical trials have the opportunity to advance evidence-based medicine. More recently, society requests we help them understand the cost of treatment-examining not just financial obstacles, but social and resource-draining obstacles aswell. This clinical research work is known as Cancer Care Delivery Research. As St. Luke's MSTI has grown, the commitment to research has deepened. While the vast majority of research activity has involved participation in cooperative group trials, St. Luke's MSTI also participates in pharmaceutical-sponsored and investigator-initiated clinical research.Clinical research services are available at all five St. Luke's MSTI cancer treatment clinics throughout Southwest and South Central Idaho. These clinics represent the regional direction of the entire St. Luke's MSTI program. Adult medical, gynecologic, urologic, hepatobiliary, and radiation oncology research studies are offered at all St. Luke's MSTI facilities. Pediatric and autologous stem cell transplant research opportunities are offered only at the Boise site. The St. Luke's MSTI research mission is "To improve outcomes and quality of life of patients with cancer and blood disorders through research." Its vision is "To transform cancer care by aligning with MSTI physicians and other providers to deliver advanced, quality, seamless patient care and help patients achieve their best outcome and quality of life across the cancer care continuum." St. Luke's MSTI's pediatric and adult research programs undergo regularly scheduled external auditing, and continue to satisfy all requirements for conducting compliant research. Approximately 75-85 studies are available at any given time. In addition to therapeutic protocols, registry and biorepository studies are also offered at St. Luke's MSTI.Breast Cancer Detection Centers:Created in 1973 as one of only 20 survey projects of the National Cancer Institute,St. Luke's Breast Cancer detection centers (BCDC) have been serving women with low-cost mammography,breast examination,and education for decades. Most of St. Luke's BCDC sites feature the latest in breast screening technology:Full field Digital Mammography. MSTI has eight stationary sites in five separate Idaho cities (Boise, Meridian, Caldwell, Mountain Home, and Ketcum) ,and three diagnostic centers in Boise, Nampa and Meridian. In addition, MSTI has a mobile unit. | Desc |
| Total Program Service Expenses | $199,460,320 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter DiDio Vice-President Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2087069585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 E Bannock | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| David C Pate MD JD | |||||||||
| President & CEO (End 02/2020) | 2.00 | 50.00 | Yes (X) | Yes (X) | $0 | $10,412,717 | $30,159 | ||
| Mr Chris Roth | |||||||||
| CEO & Director (Start 02/2020) | 2.00 | 54.00 | Yes (X) | Yes (X) | $0 | $938,275 | $53,040 | ||
| Mr Rich Raimondi | |||||||||
| Chairman | 0.50 | 5.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alan Korn MD | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Lucie DiMaggio MD | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Alan Horner | |||||||||
| Director (End 11/2019) | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Andy Scoggin | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Arthur F Oppenheimer | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Bill Whitacre | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Bob Lokken | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Dan Krahn | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Jeff Fox | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Jon Miller | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Mark Durcan | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Tom Corrick | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Ms Brigette Bilyeu | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Ms Karen Vauk | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Ms Lisa Grow | |||||||||
| Director | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Mr Jeffrey S Taylor | |||||||||
| SR VP/CFO/Treasurer | 2.00 | 52.00 | Yes (X) | $0 | $1,509,217 | $52,971 | |||
| Ms Christine Neuhoff | |||||||||
| SVP/Chief Legal Officer/Sec | 2.00 | 52.00 | Yes (X) | $0 | $692,645 | $45,939 | |||
| Ms Pamela Lindemoen | |||||||||
| VP Acute Care Services | 6.00 | 38.00 | Yes (X) | $0 | $595,823 | $25,548 | |||
| Dan S Zuckerman MD | |||||||||
| Executive Medical Director | 40.00 | 0.00 | $0 | $795,131 | $34,259 | Yes (X) | |||
| Stephen A Brassell MD | |||||||||
| Physician | 40.00 | 0.00 | $0 | $1,172,377 | $39,578 | Yes (X) | |||
| Gerardo M Perez MD | |||||||||
| Physician | 40.00 | 0.00 | $0 | $846,957 | $47,029 | Yes (X) | |||
| Jonathan Swerdloff MD | |||||||||
| Physician | 40.00 | 0.00 | $0 | $693,929 | $58,711 | Yes (X) | |||
| William Kreisle MD | |||||||||
| Physician | 40.00 | 0.00 | $0 | $675,397 | $48,130 | Yes (X) | |||
| Joshua Barton MD | |||||||||
| Physician | 40.00 | 0.00 | $0 | $665,915 | $40,801 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $18,998,383 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $476,165 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mountain States Oncology Group | |||||
| 4325 N Tiverton Place | Boise | ID | 83702 | Physician Oncology Services | $4,538,897 |
| Cardinal Health Medical | |||||
| 7000 Cardinal Place | Dublin | OH | 43017 | Oncology Services | $2,434,252 |
| Magic Valley Oncology Group | |||||
| 1803 Claremont Drive | Boise | ID | 83702 | Physician Oncology Services | $2,147,646 |
| Varian Medical Systems Inc | |||||
| 3100 Hansen Way | Palo Alto | CA | 93404 | Oncology Services | $1,548,699 |
| Insight Architects | |||||
| 238 Broadway Ave | Boise | ID | 83706 | Architectural Services | $698,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,477,128 | RelatedOrganizationsAmt |
| Government Grants | $62,570 | GovernmentGrantsAmt |
| All Other Contributions | $435,281 | AllOtherContributionsAmt |
| Total Contributions | $1,974,979 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Revenue | 900099 | $221,026,215 | $221,026,215 |
| SLHS Allocation Revenu | 900099 | $6,112,169 | $6,112,169 |
| Contract Service Reven | 900099 | $301,461 | $301,461 |
| Guesting House Revenue | 900099 | $24,542 | $24,542 |
| Other Income | 900099 | $11,082 | $11,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $227,475,469 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,909 | TotalRevenueColumnAmt |
| Exclusion | $217,909 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,668,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,475,469 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $217,909 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,444,973 | TotalAmt |
| Program Services | $7,444,973 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,000 | TotalAmt |
| Management And General | $270,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,235,358 | TotalAmt |
| Program Services | $1,235,358 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142 | TotalAmt |
| Management And General | $142 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,648 | TotalAmt |
| Program Services | $21,241 | ProgramServicesAmt |
| Management And General | $15,407 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,298,770 | TotalAmt |
| Program Services | $16,080,260 | ProgramServicesAmt |
| Management And General | $218,510 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,938 | TotalAmt |
| Program Services | $178,831 | ProgramServicesAmt |
| Management And General | $28,107 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,395,487 | TotalAmt |
| Program Services | $8,359,123 | ProgramServicesAmt |
| Management And General | $36,364 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $83,640,340 | $83,516,103 | $124,237 |
| Allocated SLHS Wages | $59,812,962 | $52,682,123 | $7,130,839 |
| Allocated SLHS Expense | $27,655,816 | $27,655,816 | |
| Repairs | $2,756,630 | $90,931 | $2,665,699 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,532,974 | TotalAmt |
| Program Services | $2,195,561 | ProgramServicesAmt |
| Management And General | $337,413 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,287,038 | TotalAmt |
| Program Services | $199,460,320 | ProgramServicesAmt |
| Management And General | $10,826,718 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,221,429 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,997,272 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,693 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,810,586 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,125,665 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,277,645 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,318,698 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,318,698 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,958,947 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,958,947 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,277,645 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,381,319 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$214,340,266 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI, Line 3 | FormAndLineReferenceDesc |
| Explanation | Mountain States Tumor Institute, Inc. is exempt under Section 170(b)(1)(A)(iii) as a hospital but does not meet the requirements of completing Schedule H of the 990. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,575,230 | BeginningYearBalanceAmt |
| Contributions | $865,983 | ContributionsAmt |
| Investment Earnings Or Losses | $568,191 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $409,596 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,599,808 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,401,226 | BeginningYearBalanceAmt |
| Contributions | $390,581 | ContributionsAmt |
| Investment Earnings Or Losses | $177,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $394,034 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,575,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,950,865 | BeginningYearBalanceAmt |
| Contributions | $191,467 | ContributionsAmt |
| Investment Earnings Or Losses | $640,986 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $382,092 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,401,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,961,211 | BeginningYearBalanceAmt |
| Contributions | $1,194,166 | ContributionsAmt |
| Investment Earnings Or Losses | $169,017 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $373,529 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $10,950,865 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,389,301 | BeginningYearBalanceAmt |
| Contributions | $62,142 | ContributionsAmt |
| Investment Earnings Or Losses | $819,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $309,405 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,961,211 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99650 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use of the endowment funds are as follows: Cancer research programs Various programs administered by Mountain States Tumor Institute Hospice Biomedical research |
| Part X, Line 2: | Footnote Disclosure-Uncertain Tax Positions Under ASC 740 (Source: Consolidated Financial Statements-St. Luke's Health System) 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 a taxable subsidiary, SLHP 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 on the basis of 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. |
| Sch. D, Part V | The endowment balances represent amounts held for the organization by the St Luke's Health Foundation. Balances include contributions, investment gains/losses and use of funds. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David C Pate MD JD | ||||||||||||||
| President & CEO (End 02/2020) | $0 | $1,232,490 | $0 | $0 | $0 | $9,180,227 | $0 | $23,349 | $0 | $6,810 | $0 | $10,442,876 | $0 | $0 |
| Mr Chris Roth | ||||||||||||||
| CEO & Director (Start 02/2020) | $0 | $807,043 | $0 | $0 | $0 | $131,232 | $0 | $27,620 | $0 | $25,420 | $0 | $991,315 | $0 | $0 |
| Mr Jeffrey S Taylor | ||||||||||||||
| SR VP/CFO/Treasurer | $0 | $702,999 | $0 | $0 | $0 | $806,218 | $0 | $31,891 | $0 | $21,080 | $0 | $1,562,188 | $0 | $0 |
| Ms Christine Neuhoff | ||||||||||||||
| SVP/Chief Legal Officer/Sec | $0 | $642,664 | $0 | $0 | $0 | $49,981 | $0 | $27,620 | $0 | $18,319 | $0 | $738,584 | $0 | $0 |
| Ms Pamela Lindemoen | ||||||||||||||
| VP Acute Care Services | $0 | $560,268 | $0 | $0 | $0 | $35,555 | $0 | $19,078 | $0 | $6,470 | $0 | $621,371 | $0 | $0 |
| Dan S Zuckerman MD | ||||||||||||||
| Executive Medical Director | $0 | $743,296 | $0 | $13,795 | $0 | $38,040 | $0 | $8,400 | $0 | $25,859 | $0 | $829,390 | $0 | $0 |
| Stephen A Brassell MD | ||||||||||||||
| Physician | $0 | $434,927 | $0 | $698,641 | $0 | $38,809 | $0 | $23,349 | $0 | $16,229 | $0 | $1,211,955 | $0 | $0 |
| Gerardo M Perez MD | ||||||||||||||
| Physician | $0 | $800,683 | $0 | $0 | $0 | $46,274 | $0 | $27,620 | $0 | $19,409 | $0 | $893,986 | $0 | $0 |
| Jonathan Swerdloff MD | ||||||||||||||
| Physician | $0 | $588,849 | $0 | $59,838 | $0 | $45,242 | $0 | $31,891 | $0 | $26,820 | $0 | $752,640 | $0 | $0 |
| William Kreisle MD | ||||||||||||||
| Physician | $0 | $618,458 | $0 | $10,375 | $0 | $46,564 | $0 | $31,891 | $0 | $16,239 | $0 | $723,527 | $0 | $0 |
| Joshua Barton MD | ||||||||||||||
| Physician | $0 | $630,105 | $0 | $0 | $0 | $35,810 | $0 | $23,349 | $0 | $17,452 | $0 | $706,716 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. (SLRMC), which in turn is the sole member of Mountain State Tumor Institute, Inc. 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 Mountain State Tumor Institute, Inc. 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 CY'19, the following individuals participated in a supplemental non-qualified executive retirement plan: SERP SERP-Gross Up Total Jeffrey Taylor $416,672 $331,057 $747,729 David C. Pate $4,903,755 $4,223,756 $9,127,511 |
| Part I, Line 4b: | During CY'19, Jeffrey S. Taylor was a participant in the supplemental non-qualified executive retirement plan. There were no additional benefits accrued during CY'19 on behalf of the participant. |
| Part II-Column (c) | During CY'19 the following individual participated in the basic pension plan. Due to enhanced benefits adopted in 2019 and changes in actuarial assumptions this individual experienced an increase in the vested balance of the plan. Jeffrey Taylor $150,904 |
| Part II-Column (e) | Compensation reported for Dr. David C. Pate includes the present fair value of future retirement payments, to be paid over time as an annuity, not a lump sum. As part of recruitment to the role of CEO of St. Luke's Health System, Ltd., Dr. Pate received a supplemental executive retirement plan during his tenure, which vested during the tax year reported. At the vesting date, the fair value of his future benefits is considered reportable wages to him for income tax purposes. Cash payments of the retirement benefit is deferred until his retirement, at which time the benefits will be paid out as an annuity. Dr. Pate's employment arrangement, aligned with overall healthcare industry standards, recognized his service to the organization. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman Zuckerman MD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of Dan S. Zuckerman, M.D., Key Employee | RelationshipDescriptionTxt |
| Transaction | $656,942 | TransactionAmt |
| Transaction | Compensation of family member of a key employee | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail (5 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| St Luke's Regional Medical Center | |||||||||
| Accounts Receivable | 2020-09-30 | $14,502,830 | Book value | 820161600 | 190 E Bannock St | Boise | ID | 83712 | 501(c)(3) |
| St Luke's Regional Medical Center | |||||||||
| Inventories for sale and use | 2020-09-30 | $5,722,308 | Book value | 820161600 | 190 E Bannock St | Boise | ID | 83712 | 501(c)(3) |
| St Luke's Regional Medical Center | |||||||||
| Prepaid expenses and deferred charges | 2020-09-30 | $1,266,997 | Book value | 820161600 | 190 E Bannock St | Boise | ID | 83712 | 501(c)(3) |
| St Luke's Regional Medical Center | |||||||||
| Fixed Assets, Net | 2020-09-30 | $34,403,392 | Book value | 820161600 | 190 E Bannock St | Boise | ID | 83712 | 501(c)(3) |
| St Luke's Regional Medical Center | |||||||||
| Other Assets | 2020-09-30 | $270,807,480 | Book value | 820161600 | 190 E Bannock St | Boise | ID | 83712 | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (1) | DirectorOfSuccessorInd |
| Employee Of Successor | 0 | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2e: | FormAndLineReferenceDesc |
| Explanation | Person(s) Involved: All directors and officers are the same from MSTI to SLRMC as they share the same board. None of the directors or officers received any benefits. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Some board members serve with other board members on non-St. Luke's boards. Each of the following board members, officers and key employees has a business relationship with another by virtue being an officer, key employee or sitting on the board of directors of another St. Luke's entity. Allan Korn, MD David C. Pate, MD, JD Lucie DiMaggio, MD Mr. Alan Horner Mr. Andy Scoggin Mr. Arthur F. Oppenheimer Mr. Bill Whitacre Mr. Bob Lokken Mr. Dan Krahn Mr. Jon Miller Mr. Mark Durcan Mr. Rich Raimondi Mr. Tom Corrick Ms. Brigette Bilyeu Ms. Karen Vauk Ms. Lisa Grow Mr. Jeffrey Taylor Ms. Christine Neuhoff Ms. Pamela Lindemoen Mr. Chris Roth Mr. Jeff Fox |
| Form 990, Part VI, Section A, line 6 | St. Luke's Regional Medical Center, Ltd. is the sole member of Mountain States Tumor Institute, Inc. |
| Form 990, Part VI, Section A, line 7a | St. Luke's Regional Medical Center, Ltd. (Member) and Mountain States Tumor Institute, Inc. (Corporation), cooperatively select and employ the Chief Executive Officer of the Corporation. St. Luke's Regional Medical Center, Ltd. is the sole member of the Corporation. |
| Form 990, Part VI, Section A, line 7b | St. Luke's Regional Medical Center, Ltd. (Member) maintains approval and implementation authority over Mountain State Tumor Institute, Inc. (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 XI, line 9: | Move to SLRMC -214,340,266. |
| Form 990 Part VII Section A | Allocation of Compensation and Hours: The total hours worked and compensation reported for the following individuals represent services rendered to organizations within the St. Luke's Health System: Pam Lindemoen: St. Luke's Health System,Ltd. St. Luke's Regional Medical Center,Ltd. Mountain States Tumor Institute,Inc. 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. Chris Roth: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. 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. Jeff Taylor: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. 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. Christine Neuhoff: St. Luke's Health System, Ltd. St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. 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. David C. Pate: St. Luke's Health System,Ltd. St. Luke's Regional Medical Center,Ltd. Mountain States Tumor Institute,Inc. 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 Nampa Medical Center, Ltd. |
| 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 I, Line 6 | During this past year the number of volunteers decreased due to restrictions on the access to the hospitals for volunteers and cancellations of in person events due to COVID-19 concerns. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | N/A | |
| 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 Regional Medical Center Ltd | |||||||||||
| 190 E Bannock | Boise | ID | 83712 | 820161600 | 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| St Luke's Health Foundation Ltd | ||
| C | $1,477,128 | Donations Specified for MSTI |
| St Luke's Regional Medical Center Ltd | ||
| B | $326,703,007 | Merger with SLRMC |