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SAINT LUKES FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SAINT LUKES FOUNDATION (EIN 44-6014699)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202023179349301722
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T07:52:58-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 1700AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641062246ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN446014699EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAINT LUKE'S FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% AMY NACHTIGALInCareOfNm
Business Name ControlSAINBusinessNameControlTxt
Phone8169322252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 E 104TH STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE VANDERHOEFPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8169325819PhoneNum
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael J EnglePreparerPersonNm
PTINP00482834PTIN
Phone8162216300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id43372220203175000000FederalOriginalSubmissionId
Federal Original Submission Id2020-11-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2FDF6C8628F65582BED0B107C709513F48D8570BAtSubmissionCreationDeviceId
At Submission Filing Device Id67BEB7763AD19E9793F31E2A9F6A7AB8E10E21E3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIKE VANDERHOEFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 E 104TH STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,671,489GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSAINTLUKESGIVING.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionPROMOTION AND SUPPORT OF MEDICAL EDUCATION, RESEARCH, AND PATIENT CARE PROGRAMS FOR THE BENEFIT OF SAINT LUKE'S HEALTH SYSTEM.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$271,451TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$157,453NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$38,995,817PYContributionsGrantsAmt
CY Contributions Grants$11,977,589CYContributionsGrantsAmt
PY Program Service Revenue$354,523PYProgramServiceRevenueAmt
CY Program Service Revenue$2,462,641CYProgramServiceRevenueAmt
PY Investment Income$13,022,844PYInvestmentIncomeAmt
CY Investment Income$16,873,627CYInvestmentIncomeAmt
PY Other Revenue$1,084,583PYOtherRevenueAmt
CY Other Revenue$351,519CYOtherRevenueAmt
PY Total Revenue$53,457,767PYTotalRevenueAmt
CY Total Revenue$31,665,376CYTotalRevenueAmt
PY Grants And Similar Paid$15,585,616PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,683,971CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,692,445PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,479,095CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,025,724CYTotalFundraisingExpenseAmt
PY Other Expenses$3,604,460PYOtherExpensesAmt
CY Other Expenses$2,364,416CYOtherExpensesAmt
PY Total Expenses$20,882,521PYTotalExpensesAmt
CY Total Expenses$20,527,482CYTotalExpensesAmt
PY Revenues Less Expenses$32,575,246PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,137,894CYRevenuesLessExpensesAmt
Total Assets BOY$193,219,389TotalAssetsBOYAmt
Total Assets EOY$224,142,663TotalAssetsEOYAmt
Total Liabilities BOY$4,706,847TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,511,521TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$188,512,542NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$217,631,142NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SPONSORSHIP OF SPECIFIC PROJECTS AND PROGRAMS TO IMPROVE AND SUPPORT MEDICAL SERVICES TO THE PATIENTS SERVED BY THE SAINT LUKE'S HEALTH SYSTEM AND, IN CONNECTION WITH SUCH ACTIVITIES, TO PROMOTE HEALTH EDUCATION, TRAINING, PREVENTION AND RESEARCH PROGRAMS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$16,653,253ExpenseAmt
Grant$15,683,971GrantAmt
Revenue$2,734,092RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$16,653,253TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee23EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY NACHTIGALPersonNm
Phone8169322000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 E 104TH STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64131ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MELINDA ESTES MD
EX OFFICIO TRUSTEE2.050.0Yes (X)$0$2,464,723$265,163
CHARLES V ROBB
EX OFFICIO TRUSTEE2.050.0Yes (X)$0$998,843$418,549
TRACY STEVENS MD
TRUSTEE/VICE CHAIRPERSON2.040.0Yes (X)$0$621,432$43,487Yes (X)
MICHAEL VANDERHOEF
PRESIDENT & CEO25.025.0Yes (X)$0$435,171$121,969Yes (X)
BRAD STEINLE MD
TRUSTEE2.040.0Yes (X)$0$478,225$40,643
KARIN OLDS MD
TRUSTEE2.040.0Yes (X)$0$358,086$38,536
PAUL MILAKOVICH
CHIEF OPERATING OFFICER40.00.0$211,526$0$19,282Yes (X)
BRIAN WALTON
CHIEF FINANCIAL OFFICER40.00.0$115,639$0$23,483Yes (X)
BRIAN MOORE
DIRECTOR DEVELOPMENT40.00.0$124,708$0$12,986Yes (X)
SUSAN MELTON
SENIOR DEVELOPMENT DIRECTOR40.00.0$104,354$0$6,729Yes (X)
KEITH ASEL
TRUSTEE/CHAIRMAN2.00.0Yes (X)$0$0$0Yes (X)
THOMAS BLOCH
TRUSTEE2.00.0Yes (X)$0$0$0
MICHAEL BORKON MD
TRUSTEE2.00.0Yes (X)$0$0$0
SCOTT BOSWELL
TRUSTEE/TREASURER2.00.0Yes (X)$0$0$0Yes (X)
JOHN HENDREN MD
TRUSTEE2.00.0Yes (X)$0$0$0
AUDREY LANGWORTHY
TRUSTEE2.00.0Yes (X)$0$0$0
CHIP MOXLEY
TRUSTEE2.00.0Yes (X)$0$0$0
RICHARD MUELLER
TRUSTEE2.00.0Yes (X)$0$0$0
B JOHN READEY III
TRUSTEE/SECRETARY2.00.0Yes (X)$0$0$0Yes (X)
GEORGE RICHTER
TRUSTEE2.00.0Yes (X)$0$0$0
GARY WAGES
TRUSTEE2.00.0Yes (X)$0$0$0
THOMAS WAGSTAFF
EX OFFICIO TRUSTEE2.03.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$556,227TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,356,480TotReportableCompRltdOrgAmt
Total Other Compensation$990,827TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
JAMES ENGLE CUSTOM HOMES
15784 W 165TH TERRACEOLATHEKS66062CONSTRUCTION$1,669,598
BLACKBAUD
PO BOX 930256ATLANTAGA31193IT & RECORD KEEPING$138,979
PITTMAN PRINTING
1301 ODD FELLOWS RDLIBERTYMO64068PRINTING$114,588
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$435,779FundraisingAmt
All Other Contributions$11,541,810AllOtherContributionsAmt
Noncash Contributions$559,420NoncashContributionsAmt
Total Contributions$11,977,589TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business900099BusinessCd
Total Revenue Column$2,462,641TotalRevenueColumnAmt
Related Or Exempt Func Income$2,462,641RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,462,641TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,660,190TotalRevenueColumnAmt
Exclusion$3,660,190ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,750TotalRevenueColumnAmt
Exclusion$45,750ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$139,860RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$448,837RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$308,977RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$308,977TotalRevenueColumnAmt
Exclusion-$308,977ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,315,444SecuritiesAmt
Other$1,198,840OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,300,847OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$13,315,444SecuritiesAmt
Other-$102,007OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,213,437TotalRevenueColumnAmt
Unrelated Business Revenue$271,451UnrelatedBusinessRevenueAmt
Exclusion$12,941,986ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$85,332FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$435,779ContriRptFundraisingEventAmt
Fundraising Direct Expenses$256,429FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$171,097TotalRevenueColumnAmt
Exclusion-$171,097ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Business900099BusinessCd
Total Revenue Column$785,843TotalRevenueColumnAmt
Exclusion$785,843ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$785,843OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,665,376TotalRevenueColumnAmt
Related Or Exempt Func Income$2,462,641RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$271,451UnrelatedBusinessRevenueAmt
Exclusion$16,953,695ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,571,887TotalAmt
Program Services$15,571,887ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$112,084TotalAmt
Program Services$112,084ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$369,930TotalAmt
Management And General$184,965ManagementAndGeneralAmt
Fundraising$184,965FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,637,679TotalAmt
Management And General$754,845ManagementAndGeneralAmt
Fundraising$882,834FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$66,026TotalAmt
Management And General$30,433ManagementAndGeneralAmt
Fundraising$35,593FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$265,380TotalAmt
Management And General$122,320ManagementAndGeneralAmt
Fundraising$143,060FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$140,080TotalAmt
Management And General$64,566ManagementAndGeneralAmt
Fundraising$75,514FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$42,323TotalAmt
Program Services$42,323ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$23,366TotalAmt
Program Services$23,366ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$108,726TotalAmt
Program Services$2,500ProgramServicesAmt
Management And General$106,226ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$140,464TotalAmt
Management And General$140,464ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$273,021TotalAmt
Program Services$81,860ProgramServicesAmt
Management And General$64,539ManagementAndGeneralAmt
Fundraising$126,622FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$89,949TotalAmt
Program Services$1,585ProgramServicesAmt
Management And General$8,069ManagementAndGeneralAmt
Fundraising$80,295FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,734TotalAmt
Program Services$10,500ProgramServicesAmt
Management And General$29,636ManagementAndGeneralAmt
Fundraising$598FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$120,038TotalAmt
Management And General$12,464ManagementAndGeneralAmt
Fundraising$107,574FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$545,678TotalAmt
Management And General$254,698ManagementAndGeneralAmt
Fundraising$290,980FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$61,383TotalAmt
Management And General$11,613ManagementAndGeneralAmt
Fundraising$49,770FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$66,517TotalAmt
Program Services$66,463ProgramServicesAmt
Management And General$54ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$497,353TotalAmt
Program Services$496,033ProgramServicesAmt
Management And General$616ManagementAndGeneralAmt
Fundraising$704FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,442TotalAmt
Program Services$9,884ProgramServicesAmt
Management And General$3,061ManagementAndGeneralAmt
Fundraising$3,497FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
Subscriptions/Publications$1,870$1,428$442
Membership Dues$63,289$48,265$8,141$6,883
_$0$0
_$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$273,263TotalAmt
Program Services$227,885ProgramServicesAmt
Management And General$10,243ManagementAndGeneralAmt
Fundraising$35,135FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$20,527,482TotalAmt
Program Services$16,653,253ProgramServicesAmt
Management And General$1,848,505ManagementAndGeneralAmt
Fundraising$2,025,724FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,515,623BOYAmt
EOY$14,393,712EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,909,449BOYAmt
EOY$14,302,053EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$416,387BOYAmt
EOY$124,294EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$90,897BOYAmt
EOY$82,189EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,093,632LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$452,244LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,087,175BOYAmt
EOY$22,641,388EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$144,827,211BOYAmt
EOY$168,998,643EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,372,647BOYAmt
EOY$3,600,384EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$193,219,389BOYAmt
EOY$224,142,663EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,399,565BOYAmt
EOY$834,833EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,248,584BOYAmt
EOY$3,163,217EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,058,698BOYAmt
EOY$2,513,471EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,706,847BOYAmt
EOY$6,511,521EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,583,688BOYAmt
EOY$10,909,657EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$180,928,854BOYAmt
EOY$206,721,485EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$188,512,542BOYAmt
EOY$217,631,142EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$193,219,389BOYAmt
EOY$224,142,663EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,137,894ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,166,258NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,814,448OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,511,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,063,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,923,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,995,817CurrentTaxYearMinus1YearAmt
Current Tax Year$11,977,589CurrentTaxYearAmt
Total$82,472,002TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,511,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,063,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,923,630CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,995,817CurrentTaxYearMinus1YearAmt
Current Tax Year$11,977,589CurrentTaxYearAmt
Total$82,472,002TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$29,918,729SubstantialContributorsTotAmt
Public Support Total170$52,553,273PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,023,559CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,782,616CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,879,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,030,281CurrentTaxYearMinus1YearAmt
Current Tax Year$3,845,800CurrentTaxYearAmt
Total$19,561,680TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,625,775CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,869,007CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,794,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,853,254CurrentTaxYearMinus1YearAmt
Current Tax Year$785,843CurrentTaxYearAmt
Total$7,927,900TotalAmt
FieldValueIRS element (for citing)
Total Support$109,961,582TotalSupportAmt
Gross Receipts Rltd Activities$15,124,608GrossReceiptsRltdActivitiesAmt
Public Support CY1700.47792PublicSupportCY170Pct
Public Support PY1700.45732PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,660,426BeginningYearBalanceAmt
Contributions$1,449,024ContributionsAmt
Investment Earnings Or Losses$18,733,881InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,916,873GrantsOrScholarshipsAmt
Other Expenditures$1,181,763OtherExpendituresAmt
Administrative Expenses$1,073,143AdministrativeExpensesAmt
End Year Balance$117,671,552EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,011,880BeginningYearBalanceAmt
Contributions$17,045,904ContributionsAmt
Investment Earnings Or Losses-$5,878,778InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,926,215GrantsOrScholarshipsAmt
Other Expenditures$701,069OtherExpendituresAmt
Administrative Expenses$891,296AdministrativeExpensesAmt
End Year Balance$101,660,426EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,097,257BeginningYearBalanceAmt
Contributions$1,031,500ContributionsAmt
Investment Earnings Or Losses$14,810,692InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,250,458GrantsOrScholarshipsAmt
Other Expenditures$1,871,913OtherExpendituresAmt
Administrative Expenses$805,198AdministrativeExpensesAmt
End Year Balance$94,011,880EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$79,849,210BeginningYearBalanceAmt
Contributions$1,146,746ContributionsAmt
Investment Earnings Or Losses$6,028,381InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,061,060GrantsOrScholarshipsAmt
Other Expenditures$1,147,986OtherExpendituresAmt
Administrative Expenses$717,764AdministrativeExpensesAmt
End Year Balance$83,097,527EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$84,261,032BeginningYearBalanceAmt
Contributions$2,779,692ContributionsAmt
Investment Earnings Or Losses-$1,415,337InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,462,202GrantsOrScholarshipsAmt
Other Expenditures$2,568,808OtherExpendituresAmt
Administrative Expenses$745,167AdministrativeExpensesAmt
End Year Balance$79,849,210EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05090BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.56110PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38800TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$10,317,938OtherCostOrOtherBasisAmt
Book Value$10,317,938BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,557,586OtherCostOrOtherBasisAmt
Depreciation$433,941DepreciationAmt
Book Value$12,123,645BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,308OtherCostOrOtherBasisAmt
Depreciation$8,289DepreciationAmt
Book Value$40,019BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$169,800OtherCostOrOtherBasisAmt
Depreciation$10,014DepreciationAmt
Book Value$159,786BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,641,388TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Annuity Payable$975,265
DUE TO AFFILIATES$1,538,206
FieldValueIRS element (for citing)
Total Liability$2,513,471TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$42,332,080TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,166,257NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,696DonatedServicesAndUseFcltsAmt
Other Revenue$638,215OtherRevenueAmt
Revenue Not Reported$10,807,168RevenueNotReportedAmt
Revenue Subtotal$31,524,912RevenueSubtotalAmt
Investment Expenses Not Incld$140,464InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$140,464RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$31,665,376TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$20,891,316TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,696DonatedServicesUseFcltsAmt
Other Expenses Included$501,602OtherExpensesIncludedAmt
Expenses Not Reported$504,298ExpensesNotReportedAmt
Expenses Subtotal$20,387,018ExpensesSubtotalAmt
Investment Expenses Not Incld2$140,464InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$140,464ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$20,527,482TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4THE INTENDED USES OF THE ENDOWMENT FUNDS ARE RESTRICTED TO THE DONOR IMPOSED RESTRICTIONS.
SCHEDULE D, PART X, LINE 2MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
SCHEDULE D, PART XI, LINE 2DRENTAL EXPENSES $ 448,837 FUNDRAISING EVENT EXPENSES $ 256,429 CHANGE IN BENEFICIAL INTEREST $ 136,613 REIMBURSED EXPENSES $ (203,664) ------------ $ 638,215
SCHEDULE D, PART XII, LINE 2DRENTAL EXPENSES $ 448,837 FUNDRAISING EVENT EXPENSES $ 256,429 REIMBURSED EXPENSES $ (203,664) ------------ $ 501,602

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BOOKS&BOUTIQUESEvent1Nm
Gross Receipts Event1$175,722GrossReceiptsEvent1Amt
Charitable Contri Event1$140,667CharitableContriEvent1Amt
Gross Revenue Event1$35,055GrossRevenueEvent1Amt
Non Cash Prizes Event1$13,592NonCashPrizesEvent1Amt
Rent Facility Costs Event1$6,516RentFacilityCostsEvent1Amt
Food And Beverage Event1$26,358FoodAndBeverageEvent1Amt
Entertainment Event1$7,071EntertainmentEvent1Amt
Other Direct Expenses Event1$23,906OtherDirectExpensesEvent1Amt
Event2BOO BALLEvent2Nm
Gross Receipts Event2$176,471GrossReceiptsEvent2Amt
Charitable Contri Event2$150,594CharitableContriEvent2Amt
Gross Revenue Event2$25,877GrossRevenueEvent2Amt
Non Cash Prizes Event2$18,955NonCashPrizesEvent2Amt
Rent Facility Costs Event2$2,112RentFacilityCostsEvent2Amt
Food And Beverage Event2$10,688FoodAndBeverageEvent2Amt
Entertainment Event2$4,995EntertainmentEvent2Amt
Other Direct Expenses Event2$21,757OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$168,918GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$144,518CharitableContriOtherEventsAmt
Gross Revenue Other Events$24,400GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,768RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$68,989FoodAndBeverageOtherEventsAmt
Entertainment Other Events$8,002EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$41,720OthDirectExpnssOtherEventsAmt
Gross Receipts Total$521,111GrossReceiptsTotalAmt
Charitable Contributions Tot$435,779CharitableContributionsTotAmt
Gross Revenue Total Events$85,332GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$32,547NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$10,396RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$106,035FoodAndBeverageTotalEventsAmt
Entertainment Total Events$20,068EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$87,383OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$256,429DirectExpenseSummaryEventsAmt
Net Income Summary-$171,097NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SAINT LUKE'S PHYSICIAN GROUP
901 E 104TH STKANSAS CITYMO64131431598353501(C)(3)$1,820,890MEDICAL EDUCATION, MED PROGRAMS, MED RESEARCH
SAINT LUKE'S COLLEGE OF HEALTH SCIENCES
624 WESTPORT ROADKANSAS CITYMO64111272716128501(C)(3)$910,288SCHOLARSHIPS & NURSING EDUCATION
SAINT LUKE'S SOUTH HOSPITAL
12300 METCALF AVEOVERLAND PARKKS66213481203262501(C)(3)$483,203EDUCATION AND MEDICAL PROGRAMS
KC CARE HEALTH CENTER
3515 BROADWAYKANSAS CITYMO64111430967292501(C)(3)$300,085MEDICAL PROGRAMS
SAINT LUKE'S EAST HOSPITAL
100 NE SAINT LUKES BLVDLEES SUMMITMO64086562488077501(C)(3)$244,201MEDICAL PROGRAMS, MEDICAL EDUCATION
UNIVERSITY OF MISSOURI KANSAS CITY
5100 ROCKHILL ROADKANSAS CITYMO64110436003859501(C)(3)$215,545RESEARCH AND MEDICAL EDUCATION PROGRAMS
SAINT LUKE'S HOME CARE & HOSPICE
901 E 104TH STKANSAS CITYMO64131431127200501(C)(3)$185,950MEDICAL PROGRAMS
SAINT LUKE'S HEALTH SYSTEM
901 E 104TH STKANSAS CITYMO64131431747502501(C)(3)$183,960MEDICAL PROGRAMS
BISHOP SPENCER PLACE
4301 MADISON AVEKANSAS CITYMO64111431139083501(C)(3)$123,138MEDICAL PROGRAMS
SAINT LUKE'S NORTH HOSPITAL
5830 NW BARRY RDKANSAS CITYMO64154440565393501(C)(3)$28,545EDUCATION AND MEDICAL PROGRAMS
INSTITUTE FOR INTERNAL MEDICINE
963 YANCEY STREETLIBERTYMO64068753128625501(C)(3)$12,500MEDICAL PROGRAMS
KANSAS CITY ORTHOPAEDIC INSTITUTE LLC
3651 COLLEGE BLVDLEAWOODKS66211481197295501(C)(3)$200,000MEDICAL PROGRAMS
SAINT LUKE'S HOSPITAL OF KANSAS CITY
4401 WORNALL ROADKANSAS CITYMO64111440545297501(C)(3)$10,819,889MEDICAL EDUCATION, RESERACH, PATIENT CARE
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
EDUCATION50$68,062
FINANCIAL HARDSHIP118$44,022

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationUSE OF GRANT FUNDS IS MONITORED THROUGH PERIODIC REVIEW OF EXPENDITURES AND REPORTING ON GRANT OUTCOMES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KARIN OLDS MD
TRUSTEE$0$357,171$0$0$0$915$0$12,600$0$25,936$0$396,622$0$0
BRAD STEINLE MD
TRUSTEE$0$475,868$0$0$0$2,357$0$15,400$0$25,243$0$518,868$0$0
TRACY STEVENS MD
TRUSTEE/VICE CHAIRPERSON$0$617,909$0$0$0$3,523$0$18,200$0$25,287$0$664,919$0$0
MICHAEL VANDERHOEF
PRESIDENT & CEO$0$322,259$0$98,831$0$14,081$0$93,197$0$28,772$0$557,140$0$0
CHARLES V ROBB
EX OFFICIO TRUSTEE$0$595,791$0$257,919$0$145,133$0$395,054$0$23,495$0$1,417,392$0$112,714
MELINDA ESTES MD
EX OFFICIO TRUSTEE$0$1,640,201$0$776,233$0$48,289$0$240,506$0$24,657$0$2,729,886$0$0
PAUL MILAKOVICH
CHIEF OPERATING OFFICER$200,381$0$10,000$0$1,145$0$8,600$0$10,682$0$230,808$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVE AND CHIEF ADMINISTRATIVE OFFICER. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. MICHAEL VANDERHOEF IS COMPENSATED BY AND RECEIVES A SINGLE W-2 FROM SAINT LUKE'S HEALTH SYSTEM, INC. FOR SERVICES PROVIDED TO BOTH SAINT LUKE'S HEALTH SYSTEM, INC. AND THE REPORTING ORGANIZATION. SAINT LUKE'S HEALTH SYSTEM, INC., A TAX-EXEMPT 501(C)(3) ORGANIZATION, IS A RELATED ORGANIZATION TO THE FILING ORGANIZATION.
SCHEDULE J, PART I, LINE 4B457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB - $168,487 FOR THE VARIOUS 457(F) PLANS, A PARTICIPANT'S BENEFIT IS PAID AT VESTING. VESTING GENERALLY OCCURS AT RETIREMENT AGE AND MAY BE SUBJECT TO CERTAIN RESTRICTIVE COVENANTS.
SCHEDULE J, PART I, LINE 7THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.
SCHEDULE J, PART IICHUCK ROBB, MELINDA ESTES, KARIN OLDS, TRACY STEVENS AND BRAD STEINLE RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$19,680NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$516,838NoncashContributionsRptF990Amt
Method Of Determining RevenuesNET PROCEEDSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)PROGRAM SUPPLIES (OXYGEN MACHINE)1$600FMV
Yes (X)AUCTION ITEMS132$21,302FMV
Yes (X)CABINET1$1,000FMV
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN BFormAndLineReferenceDesc
ExplanationTHE AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4AIN 2019, THE FOUNDATION PROVIDED SUPPORT FOR THE FOLLOWING PROGRAM SERVICES: CAPITAL FACILITIES AND EQUIPMENT AT SAINT LUKE'S HEALTH SYSTEM ENTITIES. MEDICAL EDUCATION PROGRAMS - EXPENDITURES TO SUPPORT MEDICAL EDUCATION THROUGH ACTIVITIES OF MEDICAL CHAIR HOLDERS, RESIDENCY, AND FELLOWSHIP PROGRAMS. RESEARCH PROGRAMS - FUNDING PROVIDED TO MEDICAL RESEARCH PROJECTS. MEDICAL PROGRAMS - PROJECTS TO ENHANCE THE DELIVERY OF CARE AND EXELLENCE OF SAINT LUKE'S HEALTH SYSTEM MEDICAL PROGRAMS. LOANS, SCHOLARSHIPS AND AWARDS - EDUCATIONAL FUNDS FOR LOANS, SCHOLARSHIPS, OR AWARDS TO SYSTEM EMPLOYEES, STUDENTS OF THE SAINT LUKE'S COLLEGE OF HEALTH SCIENCES, OR OTHER STUDENTS OF THE MEDICAL TECHNICAL SCHOOLS OF SAINT LUKE'S HEALTH SYSTEM.
FORM 990, PART V, LINE 1ASAINT LUKES FOUNDATION IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. A MAJORITY OF THE ORGANIZATIONS VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099'S ISSUED BY THE CENTRALIZED SERVICE ENTITY.
FORM 990, PART VI, SECTION A, LINE 2CHARLES ROBB, MELINDA ESTES, AND MICHAEL VANDERHOEF HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE DIRECTORS, OFFICERS, AND/OR EMPLOYEES OF AFFILIATED TAX-EXEMPT ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE AMENDED TO ADD SAINT LUKE'S HEALTH SYSTEM, INC. (SLHS) AS THE SOLE CORPORATE MEMBER. SLHS WILL ELECT SIXTEEN MEMBERS OF THE TWENTY MEMBER BOARD. SLHS ALSO HAS RESERVED POWERS OVER MAJOR DECISIONS OF THE ORGANIZATION SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, DEBT, BUDGETS, CAPITAL EXPENDITURES AND STRATEGIC OPERATING DECISIONS. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE CORPORATE MEMBER IS SAINT LUKE'S HEALTH SYSTEM, A 501(C)(3) ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD CONSISTS OF 20 MEMBERS, 16 OF WHOM SHALL BE ELECTED BY THE SOLE CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7BTHE SOLE MEMBER HAS SPECIFIED RESERVE POWER OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, DEBT, BUDGETS, CAPITAL EXPENDITURES AND STRATEGIC OPERATING DECISIONS. THE SOLE MEMBER CAN ALSO REMOVE MEMBERS OF THE BOARD AND THE CEO. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BAN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990 WITH THE ASSISTANCE OF THE ORGANIZATION'S ACCOUNTING TEAM. THE RETURN WAS REVIEWED BY THE ENTITY'S CEO, COO, AND/OR CFO BEFORE FILING. A SUMMARY OF KEY 990 INFORMATION IS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND THE 990 DRAFT IS MADE AVAILABLE TO THE COMMITTEE FOR REVIEW. THE 990 IS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FILING ORGANIZATION HAS A COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES. ANY ACTUAL, POSSIBLE OR PERCEIVED CONFLICT OF INTEREST IS EXPECTED TO BE HANDLED THROUGH FULL AND TIMELY DISCLOSURE OF ANY SUCH INTEREST, TOGETHER WITH ABSENCE OF PERSUASION IN ANY DISCUSSION AND IN ANY VOTE WHEREIN THE INTEREST IS INVOLVED. DISCLOSURE IS TO BE MADE WHEN THE INTEREST ARISES, AT ANY TIME THE INTEREST BECOMES A MATTER OF GOVERNING BOARD ACTION, AND THEN ANNUALLY THROUGH COMPLETION OF A CONFLICT OF INTEREST QUESTIONNAIRE. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15AANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THESE EXECUTIVES. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. DIRECTORS ARE NOT COMPENSATED FOR SERVICES AS A DIRECTOR. COMPENSATION FOR OFFICERS NOT REVIEWED BY THE BOARD COMPENSATION COMMITTEE IS SET/APPROVED ANNUALLY BY SAINT LUKE'S HEALTH SYSTEM EXECUTIVE MANAGEMENT BASED ON MARKET COMPENSATION SURVEYS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE THROUGH THE MO SECRETARY OF STATE. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9BASIS ADJUSTMENT $ 7,732,037 CHANGE IN BENEFICIAL INTEREST $ 136,613 EQUITY IN AFFILIATES $ (64,071) CHANGE IN SPLIT INTEREST AGREEMENTS $ 9,869 -------------- FORM 990, PART XI, LINE 9 $ 7,814,448

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WESTPORT TODAY OF KANSAS CITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 E 104TH STAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64131ZIPCd
FieldValueIRS element (for citing)
EIN431845751EIN
Primary ActivitiesRENT/REAL ESTPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
Total Income$2,671,800TotalIncomeAmt
End Of Year Assets$21,296,983EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ST LUKES FDNBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
SAINT LUKES HEALTH SYSTEM
901 E 104TH STKANSAS CITYMO64131431747502HEALTH SYSTEMKS501(C)(3)11CNAfalse
ST LUKE'S HOSPITAL OF KANSAS CITY
4401 WORNALL ROADKANSAS CITYMO64111440545297HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S NORTH HOSPITAL
5830 NW BARRY RDKANSAS CITYMO64154440565393HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S SOUTH HOSPITAL INC
12300 METCALF AVENUEOVERLAND PARKKS66213481203262HEALTH CAREKS501(C)(3)3SLHSfalse
SAINT LUKE'S EAST HOSPITAL
100 NE SAINT LUKES BLVDLEES SUMMITMO64086562488077HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S PHYSICIAN GROUP
901 E 104TH STKANSAS CITYMO64131431598353HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S HEALTH SYSTEM HOMECARE AND
901 E 104TH STKANSAS CITYMO64131431127200HEALTH CAREMO501(C)(3)3SLHSfalse
ST LUKE'S OF TRENTON
191 IOWA BLVDTRENTONMO64683431707306HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S HOSPITAL OF GARNETT
421 SOUTH MAPLEGARNETTKS66032742849611HEALTH CAREKS501(C)(3)3SLHSfalse
SAINT LUKE'S HOSPITAL OF CHILLICOTHE
2799 N WASHINGTONCHILLICOTHEMO64601431735565HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S CUSHING HOSPITAL INC
711 MARSHALLLEAVENWORTHKS66048480543792HEALTH CAREKS501(C)(3)3SLHSfalse
SAINT LUKE'S CARE
901 E 104TH STKANSAS CITYMO64131260185090HEALTH CAREMO501(C)(3)11BSLHSfalse
MEDICAL PLAZA IMAGING ASSOCIATES LLC
4401 WORNALL ROADKANSAS CITYMO64111431609584HEALTH CAREMO501(C)(3)3SLHSfalse
SAINT LUKE'S COLLEGE OF HEALTH SCIENCES
624 WESTPORT ROADKANSAS CITYMO64111272716128NURSING EDUCAMO501(C)(3)2SLHfalse
ADVANCED UROLOGIC ASSOCIATES INC
901 E 104TH STKANSAS CITYMO64131454725529HEALTH CAREMO501(C)(3)3SLHSfalse
ROCKHILL ORTHOPAEDIC SPECIALISTS
901 E 104TH STKANSAS CITYMO64131453851008HEALTH CAREMO501(C)(3)3SLHSfalse
THE BISHOP SPENCER PLACE
4301 MADISON AVEKANSAS CITYMO64111431139083RETIREMENT COMO501(C)(3)10SLHSfalse
WINDSOR CARE INCORPORATED
4301 MADISON AVENUEKANSAS CITYMO64111205284328HEALTH CAREMO501(C)(3)10BSPfalse
SAINT LUKE'S HOSPITAL OF ALLEN COUNTY I
3066 N KENTUCKY STIOLAKS66749843362602HEALTH CAREKS501(C)(3)3SLHSfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
MEDICAL PLAZA PARTNERS LP
4320 WORNALL ROADKANSAS CITYMO64111431357824MED OFFICE BUILDMONAN/A
SAINT LUKE'S SURGICENTER - LEE'S SUMMIT
11221 ROE AVE SUITE 230OVERLAND PARKKS66211201721929HEALTH CAREMONAN/A
SAINT LUKE'S SOUTH SURGERY CENTER LLC
11221 ROE AVE SUITE 230OVERLAND PARKKS66211201721929HEALTH CAREKSNAN/A
SAINT LUKE'S-GI DIAGNOSTICS LLC
4321 WASHINGTON SUITE 5700KANSAS CITYMO64111274142549HEALTH CAREMONAN/A
KANSAS CITY ORTHOPAEDIC INSTITUTE LLC
3651 COLLEGE BLVDLEAWOODKS66211481197295HEALTH CAREKSNAN/A
SAINT LUKE'S RADIATION THERAPY- LIBERTY
901 E 104TH STKANSAS CITYMO64131473793070HEALTH CAREMONAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
SAINT LUKE'S HEALTH SYSTEM RISK RETENTIO
901 E 104TH STKANSAS CITYMO64131371471890INSURANCESCNAC CORPfalse
ST LUKE'S HEALTH VENTURES INC
901 E 104TH STKANSAS CITYMO64131431278476ACCOUNTINGMONAC CORPfalse
MEDICAL PLAZA MANAGEMENT INC
4320 WORNALL RD SUITE 714KANSAS CITYMO64131431352317MED BUILDING MGMTMONAC CORPfalse
VENTURE FINANCIAL SERVICES INC
9500 E 63RD STREET SUITE 202RAYTOWNMO64133431605740COLLECTIONSMONAC CORPfalse
SAINT LUKE'S HEALTH SYSTEM INSURANCE LT
CAPTIVENAC CORPfalse113 SOUTH CHURCH RDGEORGETOWNCJCJ
CHARITABLE REMAINDER TRUSTS (2)
CHARITABLE TRMONATRUSTYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd