2018-08-15T13:00:00-05:00 2017-09-30 861065772 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2016-10-01 820295026 Mountain States Tumor Institute Inc MOUN 2087069585 100 E Idaho Boise ID 83712 Peter DiDio Vice-President, Controller 2087069585 2018-08-14 1 Rebecca Lyons P01487105 5137847100 2016 2022-09-23 18:48:47Z Kathy Moore 100 E Idaho Boise ID 83712 164806585 0 X www.stlukesonline.org X 1969 ID Provide healthcare services to the community. 17 10 0 23 0 0 1928613 1856080 150595636 162082952 905656 829181 0 0 153429905 164768213 1800 4250 0 0 55793657 0 0 0 0 96622073 169686052 152417530 169690302 1012375 -4922089 171415737 169081782 3853804 4844205 167561933 164237577 X Improve the health of people in the communities we serve by aligning physicians and other providers to deliver integrated, patient centered, quality care. 0 0 157575779 4250 162082952 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 more than 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 13 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, and include medical and radiation oncology, blood and marrow transplant, genetic counseling, breast care, gynecologic, urologic, hepatobiliary, counseling, education and support, integrative medicine, survivorship,clinical research, specimen banking and biorepository, home care, andhospice.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. St. Luke's MSTI's cancer care program is a certified Quality Oncology Practice Initiative (QOPI).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 41 clinical trial opportunities are available for adult patients, and approximately 46protocols are available for pediatric oncology patient enrollment. 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 Ketchum), and two diagnostic centers in Boise and Meridian. In addition, MSTI has one mobile unit that travels to 11 of 157575779 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X Peter DiDio Vice-President Controller 2087069585 190 E Bannock Boise ID 83712 Ms Kathy Moore CEO-St. Luke's West Reg 2.00 48.00 X X 0 627448 35476 Ron Jutzy MD Director 2.00 44.00 X 0 539991 22391 Cliff Tenley MD Director 2.00 46.00 X 0 342100 41616 Bayo Crownson MD Director 2.00 46.00 X 0 319519 28332 Mr Ron Sali Director 2.00 6.00 X 0 0 0 Mr AJ Balukoff Chairman 2.00 6.00 X X 0 0 0 Mr Mike Mooney Director 2.00 6.00 X 0 0 0 Mr George Illif Director 2.00 6.00 X 0 0 0 Catherine Reynolds MD Director 2.00 6.00 X 0 0 0 Chris Keller MD Director 2.00 6.00 X 0 0 0 Bishop Brian Thom Director 2.00 6.00 X 0 0 0 Mr Darin DeAngeli Director 2.00 6.00 X 0 0 0 Mr Dean Hovdey Director 2.00 6.00 X 0 0 0 Ms Kami Faylor Director 2.00 6.00 X 0 0 0 Mr Lloyd Knight Director 2.00 6.00 X 0 0 0 Mr Mark Robinson Director 2.00 6.00 X 0 0 0 Ms Jill Calhoun Director 2.00 6.00 X 0 0 0 Mr Jeffrey S Taylor SR VP/CFO/Treasurer 2.00 52.00 X 0 863498 206690 Ms Christine Neuhoff VP/Legal Affairs/Secretary 2.00 52.00 X 0 433193 32437 Dan S Zuckerman MD Executive Medical Director 40.00 0.00 X 0 762737 33705 Stephen A Brassell MD Physician 40.00 0.00 X 0 949785 22690 Jonathan Swerdloff MD Physician 40.00 0.00 X 0 747096 23167 Gerardo M Perez MD Physician 40.00 40.00 X 0 721316 35512 Norman Zuckerman MD Physician 40.00 0.00 X 0 707922 13953 William H Kreisle MD Physician 40.00 0.00 X 0 688996 35512 Mr Chris Roth Former CEO and Director 2.00 50.00 X 0 653021 34758 0 8356622 566239 0 1 1 0 Mountain States Oncology Group 4325 N Tiverton Place Boise ID 83702 Physician Oncology Services 4804173 Varian Medical Systems Inc 3100 Hansen Way Palo Alto CA 943041038 Oncology Services 3770651 Magic Valley Radiation Oncology 1803 Claremont Drive Boise ID 83702 Physician Oncology Services 1178250 Magic Valley Oncology Group PLLC 725 Poleline RD West Twin Falls ID 83301 Physician Oncology Services 272813 Randy J Tibbetts 638 Lochsa Road Twin Falls ID 83301 Dosimetry Services 225934 37 1142040 479100 234940 1856080 Net Patient Revenue 900099 159935509 159935509 2147443 2147443 162082952 846708 846708 20845 38372 -17527 -17527 -17527 164768213 162082952 0 829181 4250 4250 6895201 6893888 1313 467601 432641 34960 43876 34168 9708 14066755 14066714 41 3116 3116 489372 399197 90175 3009312 3009307 5 8649372 8323359 326013 840 840 Allocated Salaries and 57631851 48965155 8666696 Supplies 55717577 55584685 132892 Allocated SLHS exp 16713711 16713711 Contract service 2574020 2416587 157433 3423448 729001 2694447 169690302 157575779 12114523 0 16474977 17871822 2838897 4107386 223752 1133225 46654286 24269933 21045467 22384353 130832644 123584996 171415737 169081782 3853804 4844205 3853804 4844205 X 167561933 164237577 167561933 164237577 171415737 169081782 -4922089 1597733 0 X 0 1 X 1 0 X Part VI, Line 3 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1044753 1044753 8312652 1022928 7289724 36551159 23247005 13304154 745722 745722 22384353 Due from Related Organizations 123584996 123584996 X Part X, Line 2: Footnote Disclosure-Uncertain Tax Positions Under FIN #48 (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 accounts for uncertain tax positions in accordance with ASC Topic 740. Income tax liabilities are recorded for the impact of positions taken on income tax returns, which management believes are not more likely than not to be sustained on tax audit. Management is not aware of any uncertain tax positions that should be recorded. Unrelated Business Income: The Health System is subject to federal excise tax on its unrelated business taxable income(UBTI). As of September 30, 2017, the company had approximately $8,446 UBTI Net Operating Losses incurred from operating losses incurred from 1998 to 2017 which expire in years 2018 to 2038. The Health System does not believe that it is more likely than not they will utilize these losses prior to their expiration and as such has provided a full valuation allowance against these losses. 0 1 0 0 0 0 0 0 0 Ms Kathy Moore CEO-St. Luke's West Reg 0 579659 0 0 0 47789 0 16180 0 19296 0 662924 0 0 Ron Jutzy MD Director 0 533133 0 0 0 6858 0 8230 0 14161 0 562382 0 0 Cliff Tenley MD Director 0 242755 0 74103 0 25242 0 24410 0 17206 0 383716 0 0 Bayo Crownson MD Director 0 267260 0 38017 0 14242 0 10615 0 17717 0 347851 0 0 Mr Jeffrey S Taylor SR VP/CFO/Treasurer 0 535702 0 0 0 327796 0 194145 0 12545 0 1070188 0 0 Ms Christine Neuhoff VP/Legal Affairs/Secretary 0 431545 0 0 0 1648 0 16180 0 16257 0 465630 0 0 Dan S Zuckerman MD Executive Medical Director 0 714735 0 11462 0 36540 0 16180 0 17525 0 796442 0 0 Stephen A Brassell MD Physician 0 484542 0 428441 0 36802 0 12065 0 10625 0 972475 0 0 Jonathan Swerdloff MD Physician 0 662456 0 47830 0 36810 0 7950 0 15217 0 770263 0 0 Gerardo M Perez MD Physician 0 626901 0 51173 0 43242 0 20295 0 15217 0 756828 0 0 Norman Zuckerman MD Physician 0 617136 0 59991 0 30795 0 7950 0 6003 0 721875 0 0 William H Kreisle MD Physician 0 629458 0 15216 0 44322 0 20295 0 15217 0 724508 0 0 Mr Chris Roth Former CEO and Director 0 614890 0 0 0 38131 0 16180 0 18578 0 687779 0 0 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'16, the following individual participated in a supplemental non-qualified executive retirement plan: SERP SERP-Gross Up Total Jeffrey Taylor $155,638 $126,060 $281698 Maureen Okeeffe $40,230 $108,096 $148,326 During CY'16, Jeffrey S. Taylor was a participant in the supplemental non-qualified executive retirement plan. There were no additional benefits were accrued during CY'16 on behalf of the participant. Dan S Zuckerman MD Key Employee 721875 Compensation 0 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 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 related to the conflict. Form 990, Part VI, Section B, line 15 Executive compensation is set by St. Luke's Board 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 of those surveyed. These surveys are usually done every two years, with the most recent compensation survey completed during calendar year 2017. 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, which contains financial information, is available for public inspection. 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: Kathy Moore: St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. St. Luke's McCall, Ltd. St. Luke's Clinic Coordinated Care, Ltd. Chris Roth: St. Luke's Health System, 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 Coordinate Care, 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. 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. Bayo Crownson, M.D. St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. St. Luke's McCall, Ltd. Ron Jutzy, M.D.: St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. St. Luke's McCall, Ltd. Thomas Huntington, M.D. St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. St. Luke's McCall, Ltd. Catherine Reynolds, M.D. St. Luke's Regional Medical Center, Ltd. Mountain States Tumor Institute, Inc. St. Luke's McCall, Ltd. In addition, Catherine Reynolds, M.D. is a member of Syringa Family Medicine, P.A., (Syringa) a physician practice that has a professional service agreement with St. Luke's Regional Medical Center, Ltd. (SLRMC). Dr. Reynolds works at least 40 hours per week on behalf of this practice for SLRMC. During CY'16, SLRMC paid Syringa $203,388 for services rendered to St. Luke's patients. Also, it should be noted that the hours reported for the directors (employed by St. Luke's) officers, key employees, and highest-paid employees are based on a minimum 40 hour work week. However, due to the demands of their roles within the St. Luke's Health System, the hours worked by these individuals often exceed the minimum required 40 hours. Form 990 Part VII-Section B: Highest Paid Contractors Dr. Charles Smith: During CY'16, Dr. Charles Smith received $115,783 in payments as a contractor to provide oncology services at the MSTI-Twin Falls location. It should be noted that although these payments were made directly to Dr. Smith and have been reported as Form 1099 compensation to him, the payments also covered the services provided by two other oncologists that also work at the MSTI-Twin Falls location. St Luke's Health System Ltd 190 E Bannock Boise ID 83712 562570681 Supporting Organization ID 501(c)(3) 12C, III-FI N/A 0 St Luke's 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 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 Magic Valley Regional Medical Center Ltd 801 Pole Line Road Twin Falls ID 83301 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 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 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 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 St Luke's Health Foundation Ltd C 1142040 Donations to MSTI