2017-11-15T15:56:09-06:00 2016-12-31 990 2016-01-01 440545297 ST LUKES HOSPITAL OF KANSAS CITY STLU 8169322000 4401 WORNALL ROAD KANSAS CITY MO 64111 AMY NACHTIGAL CFO 8169322000 2017-11-15 8.33.29.132 2017-11-15 15:55:39 CS P BADB30EAA8EA72076E123892A93B1AB4C1559E32 BADB30EAA8EA72076E123892A93B1AB4C1559E32 2016 2021-01-29 14:40:06Z JULIE QUIRIN 4401 WORNALL ROAD KANSAS CITY MO 64111 908558080 0 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1882 MO TERTIARY CARE TEACHING HOSPITAL 26 20 5133 613 -289463 -631789 31834734 35896905 698388209 791394722 8981014 5763964 9190228 601905 748394185 833657496 36709121 34521375 0 0 322440204 355957865 0 0 95521 387016521 446870451 746165846 837349691 2228339 -3692195 1167472661 1201726652 378377284 380698795 789095377 821027857 X SAINT LUKE'S HOSPITAL IS A NOT-FOR-PROFIT TERTIARY REFERRAL CENTER COMMITTED TO THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH SERVICES TO ALL PATIENTS IN A CARING ENVIRONMENT. WE ARE DEDICATED TO MEDICAL RESEARCH AND EDUCATION. AS A MEMBER OF THE SAINT LUKE'S HEALTH SYSTEM WE ARE COMMITTED TO ENHANCING THE PHYSICAL, MENTAL AND SPIRITUAL HEALTH OF THE COMMUNITIES WE SERVE. 0 1 756001223 34521375 791394722 HOSPITAL CARE:ALL PROGRAM SERVICE EXPENSES WERE INCURRED IN FURTHERANCE OF OUR MISSION, WHICH IS TO ENSURE THE HIGHEST LEVELS OF EXCELLENCE IN PROVIDING HEALTH CARE SERVICES TO ALL PATIENTS IN A CARING ENVIRONMENT. SAINT LUKE'S HOSPITAL IS A FULL-SERVICE HEALTH CARE FACILITY FEATURING AWARD-WINNING HEART SURGERY, NATIONALLY RECOGNIZED TRANSPLANT PROGRAMS, A STATE-OF-THE-ART WOMEN'S HEALTH CENTER, TRAUMA SERVICES, ADOLESCENT AND FAMILY MENTAL HEALTH TREATMENT SERVICES, AND MORE.THE HOSPITAL PARTICIPATES IN THE MEDICAID AND MEDICARE PROGRAMS AND HAS A FINANCIAL ASSISTANCE POLICY FOR ASSISTING PEOPLE WITHOUT ADEQUATE MEANS TO PAY FOR THEIR CARE. THE HOSPITAL HAS OVER 500 ACTIVE PHYSICIANS AND CONTINUES TO ADVANCE TREATMENT OPTIONS THROUGH LANDMARK RESEARCH STUDIES. ITS SINGLE-MEMBER SUBSIDIARY EMPLOYS MANY OF THESE PHYSICIAN SPECIALISTS AND ALSO PARTICIPATES IN THE MEDICAID AND MEDICARE PROGRAMS. RESEARCH, EDUCATION, AND TEACHING:IN ADDITION TO THE SUBSTANTIAL AMOUNT OF FREE CARE PROVIDED, SAINT LUKE'S HOSPITAL HAS MADE A MAJOR COMMITMENT TO MEDICAL AND NURSING EDUCATION. THIS INCLUDES THE SIGNIFICANT FUNDING REQUIREMENTS TO MAINTAIN AN ACCREDITED TEACHING AFFILIATION AND PROVIDE FOR THE TRAINING OF RESIDENTS IN VARIOUS MEDICAL SPECIALTIES OR SUB-SPECIALTIES. SAINT LUKE'S HOSPITAL ALSO PROVIDES TRAINING PROGRAMS FOR MEDICAL IMAGING, CHAPLAINS, PATIENT CARE TECHNICIANS AND PHLEBOTOMY. SAINT LUKE'S HOSPITAL IS ALSO ACCREDITED TO OFFER CONTINUING MEDICAL EDUCATION PROGRAMS FOR PRACTICING PHYSICIANS. SAINT LUKE'S HOSPITAL IS ALSO CONCERNED ABOUT THE LONG-TERM WELFARE OF THE COMMUNITY AND MAKES AN ADDITIONAL INVESTMENT IN THE FUTURE OF HEALTH CARE THROUGH RESEARCH ACTIVITIES. 756001223 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 X 1 0 1 5133 1 1 1 0 0 0 0 0 0 0 0 0 X 26 20 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 0 X THE ORGANIZATION 8169322000 4401 WORNALL ROAD KANSAS CITY MO 64111 X JOHN R PHILLIPS BOARD MEMBER - SECRETARY 2.00 X X 0 0 0 MARSHALL H DEAN JR BOARD MBR - TREAS TERM ENDS 12/2016 2.00 X X 0 0 0 WILLIAM J ALIBER BOARD MEMBER 2.00 X 0 0 0 GREGORY M BENTZ BOARD MEMBER 2.00 X 0 0 0 MARK BERNHARDT MD BOARD MEMBER 2.00 X 0 0 0 JOHN HELZBERG MD BOARD MBR/EMPLOYED PHYSICI 40.00 X 543690 0 37942 J GRANT BURCHAM BOARD MEMBER 2.00 X 0 0 0 DAVID T HUNT BOARD MEMBER 2.00 X 0 0 0 ROBERT N SAWYER BOARD MEMBER 2.00 X 0 0 0 RICHARD G NORDEN BOARD MEMBER 2.00 X 0 0 0 RICHARD F OWEN BOARD MEMBER 2.00 X 0 0 0 BRUCE PENDLETON BOARD MEMBER 2.00 X 0 0 0 ALISON SCHOLES MD BOARD MEMBER & EMPLOYED PH 10.00 X 104803 0 2434 DAVID POWELL BOARD MEMBER 2.00 X 0 0 0 THOMAS L WAGSTAFF BOARD MEMBER - VICE PRES BEG 1/2016 2.00 X X 0 0 0 MINA STEEN BOARD MEMBER 2.00 X 0 0 0 H GUYON TOWNSEND III BOARD MEMBER 2.00 X 0 0 0 THOMAS R WILLARD BOARD MEMBER - PRES BEG 1/2016 2.00 X X 0 0 0 DEBORAH WILLIAMS BOARD MEMBER 2.00 X 0 0 0 JEFFREY A WATERS MD BOARD MEMBER 2.00 X 0 0 0 MICHAEL L WEAVER MD BOARD MEMBER 2.00 20.00 X 0 94368 16098 MATTHEW DEEDY BOARD MBR/EMPLOYED PHYSICI 2.00 40.00 X 0 621414 39008 RT REV MARTIN FIELD BOARD MEMBER - CHAIR 2.00 X X 0 0 0 JANI JOHNSON CEO & ASSIST SECR & BOD MBR 50.00 X X 528439 0 68186 LAURA PIERCE BOARD MEMBER 2.00 X 0 0 0 RYAN BRUNTON BOARD MEMBER - TERM BEG 11/2016 2.00 X 0 0 0 DEBBIE WILSON VP & CHIEF NURSING OFFICER 50.00 X 361727 0 64357 CHARLES ROBB ASSIST SECRETARY 1.00 50.00 X 0 851875 365149 DORIS ROGERS VP-HUMAN RESOURCES 50.00 X 267898 0 64468 BRADLEY SIMMONS CHIEF OPER OFFCR - TERM END 6/2016 50.00 X 333521 0 11240 PETER HOLT MD VP-MEDICAL AFFAIRS 34.00 X 237191 0 30424 JOHN YEAST MD VP-MED ED & RESEARCH 50.00 X 346425 0 38785 AMY NACHTIGAL CFO 50.00 X 410175 0 56826 JAMIE ALLEN VP-LEGAL 30.00 20.00 X 0 312482 22203 BRENT BEASLEY CEO-PHYSICIAN SPECIALISTS TERM END 6/2016 50.00 X 258943 0 6182 JOSEPH STASI COO-PHYSICIAN SPECIALISTS 25.00 25.00 X 0 332852 60722 LEONARDO LOZADA INTERIM CEO - PHYSICIAN SPECIALISTS 25.00 25.00 X 0 951733 169290 CHEERAG UPADHYAYA PHYSICIAN 40.00 X 892513 0 23301 DARREN LOVICK MD PHYSICIAN 40.00 X 911864 0 32713 BRADLEY HISER MD PHYSICIAN 40.00 X 939877 0 20877 SCOTT RAVIS MD PHYSICIAN 40.00 X 880391 0 12435 STEPHEN GRIFFITH PHYSICIAN 40.00 X 860353 0 38478 JULIE QUIRIN FORMER CEO & ASSIST SECR 0.00 50.00 X 0 864727 198547 MELINDA ESTES FORMER ASSIST SECRETARY 0.00 50.00 X 0 1923619 314283 STEPHEN TAKACS FORMER CFO-PHYSICIAN SPECIALISTS 25.00 25.00 X 0 185530 33624 7877810 6138600 1727572 484 1 1 0 JE DUNN CONSTRUCTION COMPANY PO BOX 801150 KANSAS CITY MO 64180 CONSTRUCTION & CONSTR MANAGEMENT 8554899 MIDWEST TRANSPLANT NETWORK 1900 W 47TH PLACE STE 400 WESTWOOD KS 66205 MEDICAL SERVICES 4635053 UNIVERSITY OF MISSOURI - KANSAS CITY PO BOX 805111 KANSAS CITY MO 64180 MEDICAL RESIDENT SERVICES 4491163 P1 GROUP 16210 W 108TH ST LENEXA KS 66219 FACILITIES MANAGEMENT 4028566 FAVORITE HEALTHCARE STAFFING INC 7255 W 98TH TERR OVERLAND PARK KS 66212 TEMPORARY STAFFING 3927808 85 26400 18228988 2277550 15363967 35896905 NET PATIENT REVENUE 622110 745183345 745183345 REGIONAL LAB SERVICES 621500 12801687 12801687 PHARMACY REVENUE 446110 6651388 6651388 PHYSICIAN SERVICES 621110 4553164 4553164 EHR/MEANINGFUL USE 622110 1266118 1266118 20939020 20939020 791394722 4588139 -289463 4877602 10940 10940 601905 0 601905 601905 601905 76065469 74900584 1164885 1164885 1164885 833657496 791394722 -289463 6655332 34521375 34521375 3773655 1341695 2431960 293277820 284745883 8457741 74196 11966808 11331506 633672 1630 29265989 28129245 1136744 17673593 16971263 701184 1146 139650 139650 7501 7501 840356 840356 70315717 67115204 3185514 14999 37192 30084 7108 11101414 8522954 2577140 1320 3619886 528392 3091492 2 19617271 18569792 1046722 757 651040 590881 59434 725 1421945 1370293 51652 10152344 9406888 745456 36784340 35805888 977706 746 9236342 8356873 879469 OTHER MEDICAL SUPPLIES 144673607 144623977 49630 SHARED SERVICES 87850664 35105185 52745479 BAD DEBT 30655997 30655997 BOND DEFEASANCE COSTS 16170944 14983997 1186947 3594241 3293851 300390 837349691 756001223 81252947 95521 X 17871594 51007752 3068074 13812742 111495994 119540948 930808 930808 12687722 13972244 2084364 1714566 861085973 413560654 464694968 447525319 91159624 87896891 280155221 266958554 3365573 2020012 21916601 23781246 158042118 172565570 1167472661 1201726652 57341355 47063104 287378700 296189666 33657229 37446025 378377284 380698795 X 627826961 655111489 125243673 129995712 36024743 35920656 789095377 821027857 1167472661 1201726652 X -3692195 21363809 14260866 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 29895 0 0 0 29895 0 PART II-B, LINE 1: LINE F-PORTION OF DUES PAID TO HOSPITAL, MEDICAL, & CIVIC ASSOCIATIONS USED TOWARD LOBBYING ACTIVITIES. 11250600 2272192 701931 1343110 12881613 12146109 283013 210533 1389055 11250600 11821445 279480 644676 599492 12146109 10758171 343890 1650991 931607 11821445 10636673 226226 1193355 1298083 10758171 0.78230 0.21770 1 0 321041 7001814 7322855 532225184 172751615 359473569 7855757 6391289 1464468 303501702 226927995 76573707 10180475 7489755 2690720 447525319 FINANCIAL SQUARE TRUST PRIME-COMMERCE BANK 3181625 F PATHEON USA FUND VII LP 5055892 F CASH-AGENCY ACCOUNTS 99023 F SSGA RUSSELL 1000 INDEX 82579946 F SIGULER GUFF DISTRESSED OPPORTUNITIES 2556188 F 1607 CAPITAL EQUITY FUND 29388810 F AETHER REAL ASSETS 3392023 F SSGA 1-3 YEAR US CREDIT INDEX 11151433 F SIGULER GUFF BRIC OPPORTUNITIES FUND 3694280 F SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV 3164081 F PRISMA SPECTRUM FUND LTD 10190185 F PARK STREET CAPITAL NATURAL RESOURCE 3569499 F CROWN GLOBAL SECONDARIES 2995774 F DOVER STREET VIII CAYMAN FUND LP 3492214 F GREENSPRING SECONDARIES FUND I 8042171 F ACL ALTERNATIVE FUND 14102667 F NEUBERGER BERMAN DYNAMIC REAL RETURN PORTFOLIO OFFSHORE LMT 13359128 F CATALYST FUND LTD PTRSHP 824844 F AE INDUSTRIAL PARTNERS FUND 724471 F AJO EMERGING MARKET ALL CAP FUND 15025752 F AJO INTL SMALL CAP FUND LTD 9456643 F CASTLELAKE IV 3787669 F SILCHESTER INTL VALUE EQTY TRUST 24972151 F GREENSPRING SECONDARIES FUND II 1326603 F MAGNITUDE INTERNATIONAL CLASS A ELIGIBLE 10825482 F 266958554 INVESTMENT IN AFFILIATES 3477411 RECEIVABLES FROM AFFILIATES 11618334 INVESTMENT IN HOSPITAL LINEN SERVICE 485000 OTHER ASSETS 3950071 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 153034754 172565570 OTHER CURRENT LIABILITIES 1277963 OTHER NONCURRENT LIABILITIES 6430856 PAYABLES TO AFFILIATES 19105963 ESTIM 3RD PARTY PAYOR SETTLEMENTS 10631243 37446025 PART V, LINE 4: SAINT LUKE'S HOSPITAL'S ENDOWMENT FUNDS ARE PRIMARILY INTENDED TO COVER HOSPITAL EXPENSES FOR PATIENTS WHO ARE UNINSURED/UNDERINSURED AND CANNOT AFFORD TREATMENT, GENERAL OPERATIONS OF THE HOSPITAL AND CAPITAL EXPENDITURES FOR EQUIPMENT. THE ASSETS HELD AT THE UNRELATED ORGANIZATION REPRESENTS THE ORGANIZATION'S BENEFICIAL INTEREST IN NET ASSETS OF SAINT LUKE'S FOUNDATION. SUCH ASSETS ARE REPORTED IN PART X, LINE 15. SCHEDULE D, PARTS XI, XII AND XIII PART XI, XII, AND XIII - THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE CONSOLIDATED AUDIT OF SAINT LUKE'S HEALTH SYSTEM. 1 CANADA 0 0 INVESTMENTS 825000 0 0 0 0 0 0 825000 0 825000 1 0 0 0 1 0 SCHEDULE F, PART IV, FOREIGN FORMS ALL APPLICABLE FOREIGN FORMS HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T FOR 2016. 1 1 X 1 X 133.000000000000 1 X 1 1 1 0 0 17289592 17289592 0.02080 114363608 82669210 31694398 0.03810 131653200 82669210 48983990 0.05890 1236996 127000 1109996 0.00130 19086669 8743981 10342688 0.01240 5817206 2918217 2898989 0.00350 4995429 4722910 272519 0.00030 8192785 8192785 0.00980 39329085 16512108 22816977 0.02730 170982285 99181318 71800967 0.08620 0 31054950 204346226 239520840 -35174614 X 1 1 1 KANSAS CITY ORTHOPAEDIC INSTITUTE LLC ORTHOPAEDIC SERVICES 0.51000 0.34910 2 SAINT LUKE'S - GI DIAGNOSTICS LLC GASTROENTEROLOGY SERVICES 0.51000 0.49000 2 1 ST LUKES HOSPITAL OF KANSAS CITY 4401 WORNALL ROAD KANSAS CITY MO 64111 87-57 X X X X X 2 KANSAS CITY ORTHOPAEDIC INSTITUTELLC 3651 COLLEGE BLVD LEAWOOD KS 66211 X X ORTHOPAEDIC SPECIALTY SERVICES ST LUKE'S HOSPITAL OF KANSAS CITY 1 0 0 1 X X X X X X X X 15 1 0 0 1 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X 1 15 1 WWW.SAINTLUKESHEALTHSYSTEM.ORG 0 1 X 133.000000000000 300.000000000000 X X 1 1 X X X 1 X SAINTLUKESHEALTHSYSTEM.ORG X SAINTLUKESHEALTHSYSTEM.ORG X SAINTLUKESHEALTHSYSTEM.ORG X X X X X X 1 X 0 X X X X 1 X 0 0 KANSAS CITY ORTHOPAEDIC INSTITUTE LLC 2 0 0 1 X X X X X X X X X 16 1 0 0 1 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X WWW.KCOI.COM X 1 16 1 WWW.SAINTLUKESHEALTHSYSTEM.ORG 0 1 X 133.000000000000 133.000000000000 X X X X X 0 1 X X X 1 X WWW.SAINTLUKESHEALTHSYSTEM.ORG X WWW.SAINTLUKESHEALTHSYSTEM.ORG X WWW.SAINTLUKESHEALTHSYSTEM.ORG X X X X X X 1 0 X X X 0 X X 0 0 ST LUKE'S HOSPITAL OF KANSAS CITY PART V, SECTION B, LINE 5: INDIVIDUALS FROM THE FOLLOWING ORGANIZATIONS WERE INTERVIEWED IN ORDER TO IDENTIFY COMPREHENSIVE LOCAL COMMUNITY HEALTH NEEDS:HOSPITAL AND SAINT LUKE'S HEALTH SYSTEM LEADERSHIPKANSAS CITY MO HEALTH DEPT.JACKSON COUNTY HEALTH DEPT.JOHNSON COUNTY DEPARTMENT OF HEALTH AND ENVIRONMENTCLAY COUNTY PUBLIC HEALTH CENTERPLATTE COUNTY PUBLIC HEALTH DEPARTMENTIN ADDITION, WE WORKED WITH MANY COMMUNITY PARTNERS. THE INTERVIEWED COMMUNITY EXPERTS ARE FROM PUBLIC HEALTH AGENCIES AND HEALTH CARE-RELATED NOT-FOR-PROFIT ORGANIZATIONS WHOSE SERVICE SCOPES EXTEND THROUGHOUT THE REPORTING HOSPITAL'S COMMUNITY. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 5: PRIMARY DATA WAS COLLECTED BY CONNECTING WITH COMMUNITY STAKEHOLDERS TO DISCUSS THE NEEDS OF THE JOHNSON COUNTY POPULATION. STAKEHOLDERS WERE CHOSEN TO REPRESENT BROAD INTERESTS OF THE COMMUNITY, INCLUDING UNDERSERVED POPULATIONS. STAKEHOLDERS PROVIDED INFORMATION, WHICH WAS USED TO HELP IDENTIFY AND PRIORITIZE COMMUNITY NEEDS. NO PUBLIC COMMENTS WERE RECEIVED FROM THE PREVIOUS CHNA; THEREFORE, THEY COULD NOT BE TAKEN INTO CONSIDERATION FOR THIS CHNA PROCESS.PRIMARY DATA SOURCES - KANSAS CITY OTHROPAEDIC BOARD OF DIRECTORS - SAINT LUKE'S SOUTH SENIOR LEADERSHIP (HEALTH SYSTEM HOSPITAL THAT SERVES THE SAME POPULATION) - JOHNSON COUNTY DEPARTMENT OF HEALTH AND ENVIRONMENT - HEALTH PARTNERSHIP CLINIC OF JOHNSON COUNTY (SAFETY NET PRIMARY CARE PROVIDER) - METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT (MOCSA) - MEDICAL SOCIETY OF JOHNSON AND WYANDOTTE COUNTIES (PROVIDES CARE TO THE UNDERSERVED IN THE AREA) - AMERICAN HEART ASSOCIATION - AMERICAN LUNG ASSOCIATION ST LUKE'S HOSPITAL OF KANSAS CITY PART V, SECTION B, LINE 11: THE HOSPITAL ANALYZED PUBLIC HEALTH DATA, INTERVIEWED A VARIETY OF HEALTH CARE PROFESSIONALS, AND SOUGHT INPUT FROM COMMUNITY LEADERS TO IDENTIFY THE FOLLOWING MAJOR HEALTH NEEDS:1. ACCESS TO CARETHE HOSPITAL AND SAINT LUKE'S HEALTH SYSTEM WILL CONTINUE TO ACCEPT MISSOURI AND KANSAS MEDICAID AND CONTINUE TO ADVOCATE FOR THE COMMUNITY ON KEY HEALTH POLICY ISSUES AT THE STATE AND THE NATIONAL LEVEL, INCLUDING MEDICAID REFORM, ACCESS TO CARE, AND HEALTH CARE FINANCING FOR THE LOW-INCOME POPULATION. THE FOLLOWING PROGRAMS ARE IN PLACE TO ADDRESS AFFORDABILITY FOR UNINSURED OR UNDERINSURED PATIENTS IN THE COMMUNITY: - THE HOSPITAL'S MEDICATION ASSISTANCE PROGRAM ASSISTS ALL PATIENTS IN SECURING MEDICATIONS NEEDED AT DISCHARGE. - THE HOSPITAL WILL CONTINUE TO COLLABORATE WITH ARTISTS HELPING THE HOMELESS TO SECURE POST-DISCHARGE TRANSPORTATION AND HOUSING THROUGH THE BODHI HOUSING PROGRAM. HOMELESS PATIENTS OVER THE AGE OF 18 IN NEED OF A SAFE ENVIRONMENT TO CONTINUE HEALING AFTER DISCHARGE IS PROVIDED THROUGH THIS PROGRAM.IN ORDER TO ENSURE AVAILABILITY OF SERVICES THROUGHOUT THE COMMUNITY, THE HOSPITAL WILL CONTINUE TO MEET THE ACUTE CARE NEEDS OF THE COMMUNITY THROUGH THE AVAILABILITY OF HIGHLY SPECIALIZED SERVICES AT THESE CENTERS OF EXCELLENCE: SAINT LUKE'S MARION BLOCH NEUROSCIENCE INSTITUTE, SAINT LUKE'S MID AMERICA HEART INSTITUTE, SAINT LUKE'S CANCER INSTITUTE, AND SAINT LUKE'S MURIEL I. KAUFFMAN WOMEN'S HEART CENTER.THE FOLLOWING OUTLINES THE HOSPITAL'S ADDITIONAL PLANS TO ADDRESS AVAILABILITY OF SERVICES FOR PATIENTS IN THE COMMUNITY: - THE HOSPITAL'S COLLABORATION WITH KANSAS CITY CARE CLINIC (KC CARE) TRAINS AND PROVIDES COMMUNITY HEALTH WORKERS TO ADDRESS GAPS IN CARE COORDINATION AND HELPS PATIENTS UNDERSTAND AND UTILIZE RESOURCES AVAILABLE TO THEM AFTER BEING DISCHARGED FROM THE HOSPITAL. TWO COMMUNITY HEALTH WORKERS ARE ASSIGNED TO SAINT LUKE'S HOSPITAL TO WORK WITH PATIENTS TO: FIND AND SECURE A PRIMARY CARE MEDICAL HOME AND HELP FIND COMMUNITY BASED RESOURCES TO ADDRESS ANY BARRIERS TO RECEIVING HEALTH CARE. IN ADDITION, SAINT LUKE'S HOSPITAL SPONSORS A PHYSICIAN TO HELP PROVIDE CARE AT THE KC FREE CLINIC LOCATED NEAR SAINT LUKE'S HOSPITAL. - SAINT LUKE'S HEALTH SYSTEM'S PARTNERSHIP WITH HY-VEE GROCERY STORE CHAINS THROUGHOUT THE KANSAS CITY AREA WILL HELP PROVIDE HIGH-QUALITY AND AFFORDABLE PRIMARY CARE CLOSER TO WHERE PEOPLE LIVE AND WORK. PLANS ARE UNDER WAY TO OPEN SEVERAL CLINICS LOCATED WITHIN THE HY-VEE GROCERY STORES WHERE PATIENTS WILL HAVE ACCESS TO IN-STORE DIETITIANS AND PHARMACISTS, AS WELL AS HEALTH, WELLNESS, AND PREVENTIVE CARE SERVICES ALL IN ONE STOP.THE FOLLOWING OUTLINES THE HOSPITAL'S PLANS TO ADDRESS AWARENESS OF SERVICES AND HEALTH INFORMATION FOR PATIENTS IN THE COMMUNITY: - THE HOSPITAL WILL CONTINUE TO HOST CLINIC-BASED AND COMMUNITY BASED WELLNESS EDUCATION FOR PATIENTS. - IN ORDER TO CONTINUE TO UNDERSTAND AND MEET THE UNIQUE NEEDS OF THE COMMUNITY, THE HOSPITAL WILL DEVELOP STRONGER PARTNERSHIPS WITH KEY NON-PROFIT ORGANIZATIONS IN THE KANSAS CITY METRO AREA THAT SERVE THE URBAN CORE AND/OR VULNERABLE OR UNDERSERVED POPULATIONS. RECENTLY, WITH THE GUIDANCE OF MEMBERS FROM THE SAINT LUKE'S HEALTH SYSTEM DIVERSITY AND INCLUSION COUNCIL, THE HOSPITAL SELECTED FOUR KEY PROGRAMS TO SUPPORT. THEY INCLUDE: HOPE HOUSE, GUADALUPE CENTER, KC CARE CLINIC, AND SAFEHOME.2. DIABETESTHE HOSPITAL'S DIABETES CENTER WILL CONTINUE TO PROVIDE COMPREHENSIVE SERVICES FEATURING AN INTEGRATED CARE TEAM, WHERE PATIENTS CAN ACCESS ENDOCRINOLOGY SPECIALISTS, CERTIFIED NURSE EDUCATORS, AND CERTIFIED DIETITIAN DIABETES EDUCATORS ALL WITHIN THE SAME SUITE. ADDITIONALLY, THE CENTER IS: - IS RECOGNIZED BY THE AMERICAN DIABETES ASSOCIATION - OFFERS CUSTOMIZED CARE PLANS WITH INPUT FROM MULTIPLE SPECIALISTS - FEATURES CERTIFIED DIABETES NURSES AND DIETITIANS WHO ARE EXPERIENCED IN MANAGING COMPLEX DIABETES CASES - PROMOTES LONG-TERM HEALTH THROUGH A VARIETY OF INDIVIDUAL AND GROUP CLASSES WHICH INCLUDE: DIABETES PREVENTION CLASSES, HEALTHY LIVING WITH DIABETES, GESTATIONAL DIABETES, MEDICAL NUTRITION THERAPY, AND INSULIN AND INJECTED MEDICINE EDUCATION AND TRAINING - FEATURES A TEACHING KITCHEN WITH COOKING DEMONSTRATIONS TO PROMOTE A HEALTHY DIET THE HOSPITAL CONTINUES TO PIONEER DIABETES RESEARCH EFFORTS AND ARE PRESENTLY FOCUSED ON STUDYING DRUG TREATMENTS THAT HAVE THE POTENTIAL TO IMPROVE OUTCOMES FOR PATIENTS WITH DIABETES AND HEART FAILURE.3. HYPERTENSION/HIGH BLOOD PRESSURETHE HOSPITAL IS ACTIVELY ENGAGED LOCALLY, REGIONALLY, AND NATIONALLY IN THE MILLION HEARTS INITIATIVE, WHICH IS A JOINT INITIATIVE LAUNCHED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, CENTERS FOR DISEASE CONTROL AND PREVENTION, AND CENTERS FOR MEDICARE AND MEDICAID SERVICES. THE MILLION HEARTS INITIATIVE IS FOCUSED ON TWO NATIONAL GOALS: EMPOWER AMERICANS TO MAKE HEALTHY CHOICES (SUCH AS PREVENTING TOBACCO USE AND REDUCING SODIUM AND TRANS FAT CONSUMPTION) AND IMPROVE CARE FOR PEOPLE WHO DO NEED TREATMENT BY ENCOURAGING A TARGETED FOCUS ON THE "ABCS" (ASPIRIN FOR PEOPLE AT RISK, BLOOD PRESSURE CONTROL, CHOLESTEROL MANAGEMENT, AND SMOKING CESSATION). THE HOSPITAL CHOSE ONE RISK FACTOR TO FOCUS ON, BLOOD PRESSURE. THE HOSPITAL WILL ALSO CONTINUE THE COMMITMENT TO THE PREVENTION OF HEART DISEASE AND STROKE BY OFFERING SMOKING CESSATION CLASSES, BODY COMPOSITION ASSESSMENT, HEALTHY COOKING DEMONSTRATIONS,AND COMMUNITY EDUCATION SERIES THROUGH SAINT LUKE'S HOSPITAL'S CHARLES & BARBARA DUBOC CARDIO HEALTH & WELLNESS CENTER. THE HOSPITAL WILL ALSO PROVIDE CONTINUED SUPPORT FOR THE AMERICAN HEART ASSOCIATION (AHA) IN ITS EFFORT TO BUILD HEALTHIER LIVES FREE OF CARDIOVASCULAR DISEASES AND STROKE. THE HOSPITAL WILL CONTINUE TO SUPPORT AHA IN LOCAL COMMUNITY EFFORTS INCLUDING GO RED FOR WOMEN AND THE HEART WALK4. NEONATAL HEALTHSINCE NEWBORN HEALTH AND MATERNAL HEALTH GO HAND IN HAND, THE HOSPITAL HAS BEEN A LONG STANDING SUPPORTER AND SPONSOR OF THE MOTHER AND CHILD HEALTH COALITION (MCHC). MCHC PARTNERS WITH HEALTH ORGANIZATIONS AND PROVIDERS IN THE KANSAS CITY COMMUNITY TO PROMOTE ALL ASPECTS OF INFANT AND CHILD WELLNESS, INCLUDING PROMOTION OF IMMUNIZATIONS. THE HOSPITAL'S OBSTETRICAL AND NEONATAL PATIENTS AND FAMILIES ARE PROVIDED INFORMATION AND ACCESS TO RECOMMENDED IMMUNIZATIONS FOR BOTH MOTHERS AND BABIES.IN ADDITION, THE HOSPITAL IS COMMITTED TO CONTINUING TO PROVIDE THE FOLLOWING SERVICES TO ADDRESS MATERNAL AND NEWBORN HEALTH NEEDS IN THE COMMUNITY: - PROVIDE THE ONLY MILK BANK IN THE KANSAS CITY AREA - HIGH-RISK OBSTETRIC CARE INCLUDING HIGH-RESOLUTION ULTRASOUND STUDIES, GENETIC COUNSELING, GENETIC DIAGNOSTIC PROCEDURES, DIABETES MANAGEMENT, AND FETAL SURVEILLANCE - HEART DISEASE IN PREGNANCY PROGRAM - NEONATAL INTENSIVE CARE - TENDER TOUCH PROGRAM PROVIDING INFANT MASSAGE THERAPY - FAMILY SUPPORT PROGRAM THROUGH THE MARCH OF DIMES - EDUCATION INCLUDING HOCKADAY WOMEN'S HEALTH SERIES, NEWBORN CARE, AND BREASTFEEDING BASICS - EMOTIONAL WELLNESS COUNSELING - CORD BLOOD PROGRAM - NEONATAL FOLLOW-UP CLINIC - SOCIAL WORK AND CASE MANAGEMENT PROGRAMS - THE CHILDREN'S SPOT (SPEECH, PHYSICAL, AND OCCUPATIONAL THERAPY) - CAR SEAT SAFETY CHECKS BY CERTIFIED CHILD PASSENGER SAFETY TECHNICIANS5. THORACIC CARETHE HOSPITAL WILL CONTINUE TO OFFER COMPREHENSIVE CARE TO PATIENTS WITH LUNG CANCER AND OTHER DISEASES OF THE LUNG AND CHEST THROUGH THE SAINT LUKE'S THORACIC CENTER AND SAINT LUKE'S CANCER INSTITUTE. A TEAM OF MULTIDISCIPLINARY SPECIALISTS ARE DEDICATED TO ENSURING EASY ACCESS TO THE MOST ADVANCED THERAPIES AND CLINICAL TRIALS. OUR TEAM PROVIDES A SECOND OPINION PROGRAM TO HELP PATIENTS CONFIRM A DIAGNOSIS AND FURTHER UNDERSTAND TREATMENT OPTIONS. THE HOSPITAL WILL OFFER THE FOLLOWING PREVENTION AND WELLNESS PROGRAMS FOR THOSE WITH LUNG DISEASES. - LUNG CANCER SCREENING TESTS OFFERED THROUGH THE SAINT LUKE'S THORACIC CENTER ARE PROVIDED WHICH COULD HELP DETECT LUNG CANCER EARLY AND RESULT IN MORE OPTIONS FOR TREATMENT. - SMOKING CESSATION IS A KEY ELEMENT TO PREVENTING LUNG CANCER. THE HOSPITAL'S CHARLES & BARBARA DUBOC CARDIO HEALTH & WELLNESS CENTER OFFERS A SMOKING CESSATION PROGRAM THAT ASSISTS PATIENT'S EFFORTS TO END TOBACCO USAGE. - THE USE OF AN EARLY IDENTIFICATION SCREENING TOOL BY PRIMARY CARE PHYSICIANS WILL HELP TO IDENTIFY THOSE PATIENTS WITH THE HIGHEST RISK OF LUNG DISEASE. THOSE PATIENTS DETERMINED HIGH RISK CAN THEN BE GIVEN ORDERS FOR AN IMAGING TEST OR SMOKING CESSATION PROGRAM.THERE ARE NO NEEDS IDENTIFIED IN THE CHNA THAT ARE NOT BEING ADDRESSED. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 11: PRIORITY NEEDS WERE IDENTIFIED BASED ON INPUT AND ANALYSIS FROM SEVERAL GROUPS INCLUDING HOSPITAL REPRESENTATIVES AND OUTSIDE AGENCIES PROVIDING SERVICES IN THE COMMUNITY. THE PROCESS RECOGNIZED ALL THREE HEALTH NEEDS IDENTIFIED IN THE CHNA AS PRIORITY NEEDS WHICH KCOI WILL ADDRESS THROUGH COMMUNITYBENEFIT ACTIVITIES.1. ACCESS TO CARE FOR LOW INCOME INDIVIDUALSKCOI WILL WORK TO EXPAND ACCESS TO COMPREHENSIVE, QUALITY HEALTH CARE SERVICES FOR LOW INCOMEINDIVIDUALS. KCOI WILL IMPLEMENT THE FOLLOWING STRATEGIES IN ADDRESSING ACCESS TO CARE FOR LOW INCOMEINDIVIDUALS AS A PRIORITY NEED:- KCOI HAS IN PLACE CHARITY CARE AND FINANCIAL ASSISTANCE PROTOCOLS AND WILL MAKE THOSE PROCESSESREADILY AVAILABLE FOR THOSE WHO QUALIFY IN ORDER TO INCREASE ACCESS. - AS A MEMBER OF SAINT LUKE S HEALTH SYSTEM, KCOI WILL CONTINUE TO ADVOCATE ON KEY HEALTH POLICYISSUES AT THE STATE AND NATIONAL LEVEL, INCLUDING MEDICAID REFORM, ACCESS TO CARE, AND HEALTH CAREFINANCING FOR THE LOW-INCOME POPULATION. - CONTINUE TO SUPPORT NUMBER OF WY/JO CARE CASES PER YEAR THAT KCOI SUPPORTS THROUGH PROVISIONOF CARE AND SERVICES. WY/JO CARE IS A COMMUNITY PARTNERSHIP TO IMPROVE ACCESS TO SPECIALTYHEALTH CARE FOR LOW INCOME, UNINSURED RESIDENTS OF WYANDOTTE AND JOHNSON COUNTIES. KCOIDONATES SPECIALTY CARE IN A COORDINATED REFERRAL PROGRAM LED BY THE MEDICAL SOCIETY TO ENHANCETHE WORK OF EXISTING SAFETY NET CLINICS AND OTHER COMMUNITY AGENCIES. - CONTINUE TO OFFER INCREASED ACCESS TO CARE WITH A NEWLY OPENED URGENT CARE CLINIC WITH EXTENDEDAPPOINTMENT HOURS. 2. NUTRITION AND PHYSICAL ACTIVITYKCOI WILL WORK TO PROMOTE HEALTH AND REDUCE THE PREVALENCE OF OVERWEIGHT AND OBESE INDIVIDUALSTHROUGH THE CONSUMPTION OF HEALTHY DIETS AND INCREASED PHYSICAL ACTIVITY, RESULTING IN ACHIEVEMENT ANDMAINTENANCE OF HEALTHY BODY WEIGHT. KCOI WILL IMPLEMENT THE FOLLOWING STRATEGIES IN ADDRESSINGNUTRITION AND PHYSICAL ACTIVITY AS A PRIORITY NEED: - CONTINUE TO PROVIDE RESOURCES AND EDUCATION FOR THE PRIMARY SERVICE AREA REGARDING PHYSICALACTIVITY. THIS INCLUDES CONTINUATION OF THE SPORTS INJURY PREVENTION CLINICS. THESE CLINICS ARE FREETO THE PUBLIC TO HELP PREVENT INJURIES SUSTAINED WHILE ENGAGING IN PHYSICAL ACTIVITY; RUNNING INPARTICULAR. - CONTINUE STRATEGIES FOR OPTIMIZING PATIENTS FOR SURGERY SUCH AS INCORPORATING NUTRITION ANDPHYSICAL ACTIVITY THEMES IN PREOPERATIVE EDUCATION TO PATIENTS3. MANAGEMENT OF TRANSITIONS OF CAREKCOI WILL IMPLEMENT THE FOLLOWING STRATEGIES IN ADDRESSING MANAGEMENT OF TRANSITIONS OF CARE AS A PRIORITY NEED:WITH THE INTRODUCTION OF BUNDLED PAYMENTS, COMMUNICATION AND PATIENT TRANSITIONS HAVE BECOME MOREOF A FOCUS FOR ORTHOPEDIC INSTITUTES AND COLLABORATING FACILITIES. KCOI HAS CREATED A COMMITTEE TOIMPLEMENT AND MONITOR THE PATIENT CARE FOR LOWER EXTREMITY TOTAL JOINT REPLACEMENT FOR A 90 DAY POSTDISCHARGE EPISODE OF CARE. FOLLOWING THE NEW GUIDELINES OF THIS CMS INITIATIVE WILL HELP PROMOTESUCCESSFUL AND WELL-COORDINATED TRANSITIONS OF CARE FOR ALL THOSE WHO PASS THROUGH OUR DOORS.THERE ARE NO NEEDS IDENTIFIED IN THE CHNA THAT ARE NOT BEING ADDRESSED. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 13B: THE HOSPITAL PROVIDES ELECTIVE SERVICES. FINANCIAL ASSISTANCE ELIGIBILITY IS BASED ON THE FEDERAL POVERTY GUIDELINE AND OTHER FINANCIAL RESOURCES. IN ALL CASES, THE PATIENT'S AND RESPONSIBLE PARTY'S OVERALL FINANCIAL POSITION AND HOUSEHOLD SIZE AND INCOME ARE CONSIDERED WHEN DETERMINING FINANCIAL ASSISTANCE.FPL% GUIDELINES ARE APPLIED AS FOLLOWS:HOSPITAL SERVICES - UNSCHEDULED PATIENTS: 133% OR LESS FPL, 100% CHARITY 0% PATIENT RESPONSIBILITYHOSPITAL SERVICES - SCHEDULED PATIENTS: 133% OR LESS FPL, 75% CHARITY 25% PATIENT RESPONSIBILITY KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 13H: SEE RESPONSE ABOVE TO 13B. KANSAS CITY ORTHOPAEDIC INSTITUTE, LLC PART V, SECTION B, LINE 20E: THERE WAS NO EXTRAORDINARY COLLECTION ACTIVITY IN 2016. PART V, SECTION B, LINE 6 AS PERMITTED BY IRS TRANSITION RULES, SAINT LUKE'S HOSPITAL ADOPTED ITS IMPLEMENTATION STRATEGY BY MAY 15, 2016 AND THEREFORE IS DEEMED TO SATISFY THE REQUIREMENT TO ADOPT THE STRATEGY IN THE SAME YEAR THE CHNA WAS COMPLETED AND WIDELY PUBLICIZED, 2015. PART V, SECTION B, LINE 11 SAINT LUKE'S HOSPITAL OF KANSAS CITY THE COMMUNITY BENEFIT COORDINATOR MEETS WITH THE EXECUTIVE TEAM AT THE HOSPITAL TO ENSURE THAT THE PROGRAMS IDENTIFIED IN THE IMPLEMENTATION PLAN ARE ACTIVE AND CONTINUE TO MEET THE SIGNIFICANT NEEDS IDENTIFIED IN THE IMPLEMENTATION PLAN. PART V, SECTION B, LINE 16I KANSAS CITY ORTHOPAEDIC INSTITUTE TRANSLATIONS TO OTHER LANGUAGES BESIDES ENGLISH WERE NOT REQUIRED BASED ON PATIENT POPULATION ANALYSIS. 6 1 - SAINT LUKE'S PHYSICIAN GROUP IILLC 4320 WORNALL ROAD KANSAS CITY MO 64111 PHYSICIAN CLINICS 2 - SAINT LUKE'S - GI DIAGNOSTICS LLC 4321 WASHINGTON SUITE 5700 KANSAS CITY MO 64111 GI SERVICES 3 - INFUSION CENTER 4321 WASHINGTON KANSAS CITY MO 64111 INFUSION CENTER 4 - INFUSION CENTER 100 NE SAINT LUKES BLVD LEES SUMMIT MO 64086 INFUSION CENTER 5 - INFUSION CENTER 12300 METCALF OVERLAND PARK KS 66213 INFUSION CENTER 6 - CHILDREN'S SPOT 4333 PENNSYLVANIA KANSAS CITY MO 64111 SPECIAL NEEDS CHILDREN THERAPY PART I, LINE 7: COST OF CHARITY CARE AND UNREIMBURSED HEALTH SERVICES WERE CALCULATED USING THE APPROPRIATE COST TO CHARGE RATIO FROM THE HOSPITAL'S COST REPORT. THIS RATIO CALCULATION IS PERFORMED SEPARATELY FOR HOSPITAL FACILITY REVENUES AND PHYSICIAN PROFESSIONAL REVENUE. PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES INCLUDES UNREIMBURSED COSTS FOR COMMUNITY SERVICE PHYSICIAN CLINICS, EMERGENCY SERVICES, AND SERVICES BY THE TRAUMA CENTER, CARDIAC REHAB, DIABETES CENTER, CHILDREN'S SPOT AND WOMEN'S CARE CENTER. PART I, LN 7 COL(F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25(A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $30,655,997. PART 1, ITEM 7 ST LUKES HOSPITAL OF KANSAS CITY TRANFERRED $8,000,000 CASH DURING 2016 IN SUPPORT OF ONGOING OPERATIONS AND EXPANSION OF SERVICES AVAILABLE TO THE LEAVENWORTH COMMUNITY THROUGH CUSHING HOSPITAL AND AFFILIATED PHYSICIAN SERVICES. PART V, SECTION B, LINE 3I, ST LUKE'S HOSPITAL OF KANSAS CITY SAINT LUKE'S HOSPITAL'S MOST RECENT CHNA WAS PREPARED IN 2015, WHICH WAS PRIOR TO THE FINAL 501(R) REGULATIONS. THE REQUIREMENT TO REPORT THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL FACILITY'S PRIOR CHNA WAS NOT SPECIFICALLY ADDRESSED IN THE ORGANIZATION'S 2015 CHNA SINCE IT WAS PREPARED USING THE PROPOSED REGULATIONS, WHICH DID NOT INCLUDE THIS REQUIREMENT. THE IMPACT OF ANY ACTIONS TAKEN WILL BE ADDRESSED IN ALL FUTURE CHNA REPORTS. PART III, LINE 4: FINANCIAL STATEMENT FOOTNOTE REGARDING BAD DEBT EXPENSE: THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, CONSIDERING BUSINESS AND GENERAL ECONOMIC CONDITIONS IN ITS SERVICE AREA, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE (INCLUDING COPAYMENT AND DEDUCTIBLE AMOUNTS FROM PATIENTS), THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS AND A PROVISION FOR BAD DEBTS. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, THE SYSTEM RECORDS A PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE,WHICH INDICATES THAT SOME PATIENTS ARE UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. ACCOUNTS ARE WRITTEN OFF WHEN ALL REASONABLE INTERNAL AND EXTERNAL COLLECTION EFFORTS HAVE BEEN PERFORMED. THESE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS, AND ARE ADJUSTED AS NEEDED IN FUTURE PERIODS. ACCOUNTS RECEIVABLE ARE CHARGED TO THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS WHEN THEY ARE DEEMED UNCOLLECTIBLE.PATIENT RELATED BAD DEBT IS REPORTED CONSISTENT WITH THE FINANCIAL STATEMENTS. PART III, LINE 8: MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST-TO-CHARGE RATIO DIRECTLY FROM THE MEDICARE COST REPORT. SHORTFALLS ARISE FROM PAYMENTS THAT ARE LESS THAN WHAT IT COSTS TO PROVIDE THE CARE AND SERVICES. WE ACCEPT ALL MEDICARE PATIENTS KNOWING THE COST OF PROVIDING THE CARE MAY EXCEED THE FUNDS WE RECEIVE FROM MEDICARE FOR THE SERVICE. OUR SHORTFALL IS CONSIDERED TO BE COMMUNITY BENEFIT. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE HOSPITALS IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. ADDITIONALLY, IT IS IMPLIED IN INTERNAL REVENUE SERVICE REVENUE RULING 69-545 THAT TREATING MEDICARE PATIENTS IS A COMMUNITY BENEFIT. REVENUE RULING 69-545, WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR TAX-EXEMPT HOSPITALS, INDICATES THAT PARTICIPATION IN PUBLICLY-FINANCED PROGRAMS, SUCH AS MEDICARE, IS EVIDENCE THAT A HOSPITAL MEETS THE COMMUNITY BENEFIT STANDARD. PART III, LINE 9B: IF A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE THE ACCOUNT IS ADJUSTED ACCORDINGLY. ANY REMAINING BALANCE WOULD BE COLLECTED UNDER THE DEBT COLLECTION POLICY. OUR COLLECTION POLICIES ARE THE SAME FOR ALL PATIENTS. ALTHOUGH WE ARE NOT LEGALLY BOUND BY THE FAIR DEBT COLLECTION PRACTICES ACT, THE PRINCIPLES ADDRESSED ARE GENERALLY FOLLOWED. PART VI, LINE 2: AN EFFORT TO UNDERSTAND AND CREATE A HEALTHIER COMMUNITY REQUIRES COLLABORATION AND INPUT FROM MANY COMMUNITY STAKEHOLDERS. THROUGH DATA RESEARCH AND KEY CONVERSATIONS IN THE KANSAS CITY COMMUNITY, THIS CHNA PULLS TOGETHER COMMUNITY FINDINGS AND ADDRESSES TOP HEALTH PRIORITIES TO HELP IMPROVE COMMUNITY HEALTH OVER THE NEXT THREE YEARS.SAINT LUKE'S HOSPITAL ALSO ASSESSES COMMUNITY NEEDS ON AN ANNUAL BASIS IN NUMEROUS WAYS, INCLUDING THROUGH ITS COMPREHENSIVE, DATA DRIVEN, ANNUAL STRATEGIC PLANNING PROCESS. THE HOSPITAL OBTAINS HIDI MARKET DATA AND OTHER OUTPATIENT MARKET DATA THROUGH ITS ANNUAL ENVIRONMENTAL ASSESSMENT PROCESS. WITH THIS DATA, THE HOSPITAL IDENTIFIES SERVICES RECEIVED BY THE RESIDENTS OF OUR COMMUNITY (DEFINED BY OUR PRIMARY AND SECONDARY SERVICE AREAS). ANY PREDOMINANT SERVICES NOT CURRENTLY OFFERED BY THE HOSPITAL ARE CONSIDERED DURING STRATEGIC PLANNING.ANOTHER ELEMENT OF THE COMMUNITY NEEDS ASSESSMENT INVOLVES ANNUALLY UPDATING SAINT LUKE'S HOSPITAL'S MEDICAL STAFF DEVELOPMENT PLAN. AS A TERTIARY AND QUATERNARY HEALTHCARE PROVIDER, IT IS CRITICAL THAT THE HOSPITAL ENSURES IT HAS APPROPRIATE MEDICAL STAFF LEVELS IN A VARIETY OF MEDICAL SPECIALTIES AND SUBSPECIALTIES TO SERVE THE PATIENTS IN OUR COMMUNITY. THE HOSPITAL PARTNERS WITH ITS MEDICAL STAFF IN THIS ENDEAVOR.ANOTHER ASPECT OF THE HOSPITAL'S COMMUNITY NEEDS ASSESSMENT IS AN ANALYSIS OF WORKFORCE PLANNING TO ENSURE ADEQUATE CLINICAL AND OTHER PROFESSIONAL STAFF TO PROVIDE NEEDED HEALTHCARE SERVICES THROUGHOUT THE COMMUNITY. THE HOSPITAL AND RELATED HEALTH SYSTEM ARE ACTIVELY ENGAGED IN A VARIETY OF FORMAL HEALTH PROFESSIONALS EDUCATION PROGRAMS. PART VI, LINE 3: SAINT LUKE'S HOSPITAL FOLLOWS THE SAINT LUKE'S HEALTH SYSTEM POLICIES FOR FINANCIAL ASSISTANCE, PATIENT BILLING AND COLLECTION. IN ADDITION TO THESE POLICIES, SAINT LUKE'S HOSPITAL PROVIDES EDUCATION ON FINANCIAL ASSISTANCE ELIGIBILITY TO PATIENTS AND PERSONS WHO MAY BE BILLED FOR SERVICES THROUGH MANY SOURCES INCLUDING THE SLHS WEB SITE, INFORMATION ON BILLING STATEMENTS, INFORMATION UPON CHECK-IN LOCATED IN THE ADMITTING PATIENT PACKETS, ON OUR B-131 RELEASE TO TREAT FORMS SIGNED BY ALL PATIENTS REQUESTING SERVICES, VISITS WITH INPATIENTS BY SOCIAL WORKER TEAMS, AND FOLLOW-UP CALLS TO PATIENTS AFTER DISCHARGE. FINANCIAL ASSISTANCE APPLICATIONS OR MEDICAID APPLICATIONS ARE REQUESTED ON ALL UNINSURED INPATIENTS PRIOR TO DISCHARGE. SAINT LUKE'S HOSPITAL ALSO CONTRACTS WITH ELIGIBILITY ENROLLMENT COMPANIES TO SCREEN ALL UNINSURED PATIENTS, ANY PATIENTS IDENTIFIED BY OUR SOCIAL WORKER OR CASE MANAGEMENT TEAMS, AND ALL PATIENTS THAT REQUEST ASSISTANCE IN APPLYING FOR MEDICAID OR OTHER GOVERNMENT COVERAGE. THE ELIGIBILITY ENROLLMENT SERVICE ALSO PROVIDES PATIENTS WITH INFORMATION ON FINANCIAL ASSISTANCE. PART VI, LINE 4: SAINT LUKE'S HOSPITAL IS LOCATED IN THE URBAN CORE OF KANSAS CITY, MISSOURI. IT IS A MAJOR TEACHING AND RESEARCH FACILITY, AND PROVIDES TERTIARY AND QUATERNARY LEVEL PATIENT CARE SERVICES TO THE METROPOLITAN KANSAS CITY AREA, AND SERVES AS A MAJOR REFERRAL HOSPITAL FOR THE SURROUNDING COUNTIES. PART VI, LINE 5: THE BOARD OF DIRECTORS IS MADE UP OF MEDICAL AND BUSINESS PROFESSIONALS, ALMOST ALL OF WHOM RESIDE IN THE HOSPITAL'S PRIMARY SERVICE AREA. THEY ARE INVOLVED IN THE COMMUNITY NEEDS ASSESSMENT PROCESS AND IN GENERAL STEWARDSHIP. MEDICAL STAFF PRIVILEGES ARE OFFERED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY.THE HOSPITAL UTILIZES SURPLUS FUNDS TO MAINTAIN ACCESS TO PATIENT SERVICES AND TO EXPAND ACCESS POINTS OF CARE TO PATIENTS THROUGHOUT THE COMMUNITY INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING: 1) COMMUNITY SERVICE OUTPATIENT CLINICS THAT PROVIDE SUBSIDIZED CARE TO LOW INCOME PATIENTS; 2) DIABETES EDUCATION PROGRAMS, PARENT EDUCATION, AND PRENATAL EDUCATION; 3) PSYCHIATRIC SERVICES; AND 4) FORMAL RESEARCH ACTIVITIES. PART VI, LINE 6: SAINT LUKE'S HOSPITAL IS AFFILIATED WITH SAINT LUKE'S HEALTH SYSTEM, WHICH CONSISTS OF 10 AREA HOSPITALS AND MULTIPLE PRIMARY AND SPECIALTY CARE PRACTICES, AND PROVIDES A RANGE OF INPATIENT, OUTPATIENT, AND HOME CARE SERVICES. FOUNDED AS A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION, OUR MISSION INCLUDES A COMMITMENT TO THE HIGHEST LEVELS OF EXCELLENCE IN HEALTH CARE AND THE ADVANCEMENT OF MEDICAL RESEARCH AND EDUCATION. THE HEALTH SYSTEM IS AN ALIGNED ORGANIZATION IN WHICH THE PHYSICIANS AND HOSPITALS ASSUME RESPONSIBILITY FOR ENHANCING THE PHYSICAL, MENTAL, AND SPIRITUAL HEALTH OF PEOPLE IN THE METROPOLITAN KANSAS CITY AREA AND THE SURROUNDING REGION. 1 SLCC INC (501C3 AFFILIATE) 4330 WORNALL ROAD STE 2000 KANSAS CITY MO 64111 271994652 501(C)(3) 19029603 SUPPORT FOR HEALTHCARE NEEDS SAINT LUKE'S PHYSICIAN GROUP (501C3 AFFILIATE) 901 E 104TH ST KANSAS CITY MO 64131 431598353 501(C)(3) 7364990 SUPPORT FOR HEALTHCARE NEEDS PARKINSON FOUNDATION 200 SE 1ST ST MIAMI FL 33131 590968031 501(C)(3) 6000 SUPPORT FOR HEALTHCARE NEEDS SAINT LUKE'S CUSHING HOSPITAL 711 MARSHALL LEAVENWORTH KS 66048 480543792 501(C)(3) 8006504 SUPPORT FOR HEALTHCARE SERVICES IN LEAVENWORTH COUNTY CITY OF KANSAS CITY MO 1101 LOCUST ST KANSAS CITY MO 64106 170(C)(1) 69897 SUPPORT FOR KANSAS CITY ASSESSMENT AND TRIAGE CENTER VISION RESEARCH FOUNDATION OF KANSAS CITY 2300 HOLMES ROAD KANSAS CITY MO 64108 431397294 501(C)(3) 14875 SUPPORT FOR HEALTHCARE NEEDS 5 1 PART I, LINE 2: GRANTS ARE PROVIDED TO QUALIFIED CHARITIES FOR GENERAL OPERATIONS AND TO BE USED IN FULFILLING THE EXEMPT PURPOSE OF THE GRANTEE CHARITABLE ORGANIZATION. SUCH GRANTS FURTHER OR SUPPORT A CHARITABLE PURPOSE OF SAINT LUKE'S HOSPITAL OF KANSAS CITY. X 1 1 0 0 0 0 0 1 0 JOHN HELZBERG MD BOARD MBR/EMPLOYED PHYSICI 538637 0 0 0 5053 0 11925 0 26017 0 581632 0 0 0 MATTHEW DEEDY BOARD MBR/EMPLOYED PHYSICI 0 619974 0 0 0 1440 0 13250 0 25758 0 660422 0 0 JANI JOHNSON CEO & ASSIST SECR & BOD MBR 398429 0 95634 0 34376 0 37600 0 30586 0 596625 0 23460 0 DEBBIE WILSON VP & CHIEF NURSING OFFICER 261877 0 72275 0 27575 0 42524 0 21833 0 426084 0 20298 0 CHARLES ROBB ASSIST SECRETARY 0 537145 0 184552 0 130178 0 333565 0 31584 0 1217024 0 102900 DORIS ROGERS VP-HUMAN RESOURCES 205452 0 43044 0 19402 0 38134 0 26334 0 332366 0 16000 0 BRADLEY SIMMONS CHIEF OPER OFFCR - TERM END 6/2016 198661 0 102250 0 32610 0 5300 0 5940 0 344761 0 28715 0 PETER HOLT MD VP-MEDICAL AFFAIRS 236772 0 0 0 419 0 9718 0 20706 0 267615 0 0 0 JOHN YEAST MD VP-MED ED & RESEARCH 258966 0 82073 0 5386 0 14575 0 24210 0 385210 0 0 0 AMY NACHTIGAL CFO 289770 0 78570 0 41835 0 53570 0 3256 0 467001 0 35855 0 JAMIE ALLEN VP-LEGAL 0 229545 0 82280 0 657 0 10600 0 11603 0 334685 0 0 BRENT BEASLEY CEO-PHYSICIAN SPECIALISTS TERM END 6 104457 0 0 0 154486 0 2156 0 4026 0 265125 0 0 0 JOSEPH STASI COO-PHYSICIAN SPECIALISTS 0 257148 0 45545 0 30159 0 31167 0 29555 0 393574 0 17054 LEONARDO LOZADA INTERIM CEO - PHYSICIAN SPECIALISTS 0 633813 0 217922 0 99998 0 139852 0 29438 0 1121023 0 85680 CHEERAG UPADHYAYA PHYSICIAN 890927 0 0 0 1586 0 10600 0 12701 0 915814 0 0 0 DARREN LOVICK MD PHYSICIAN 910244 0 0 0 1620 0 6625 0 26088 0 944577 0 0 0 BRADLEY HISER MD PHYSICIAN 938761 0 0 0 1116 0 10600 0 10277 0 960754 0 0 0 SCOTT RAVIS MD PHYSICIAN 879071 0 0 0 1320 0 7950 0 4485 0 892826 0 0 0 STEPHEN GRIFFITH PHYSICIAN 859140 0 0 0 1213 0 11925 0 26553 0 898831 0 0 0 JULIE QUIRIN FORMER CEO & ASSIST SECR 0 578172 0 197242 0 89313 0 174731 0 23816 0 1063274 0 64889 MELINDA ESTES FORMER ASSIST SECRETARY 0 1333800 0 545300 0 44519 0 285601 0 28682 0 2237902 0 0 STEPHEN TAKACS FORMER CFO-PHYSICIAN SPECIALISTS 0 184190 0 0 0 1340 0 9505 0 24119 0 219154 0 0 PART I, LINES 4A-B 457(F) PLAN PARTICIPANT AND AMOUNT INCLUDED IN COLUMN C FOR THE PLAN: CHARLES ROBB: $173,541 JULIE QUIRIN: $43,646 MELINDA ESTES: $200,000 SEVERANCE AMOUNTS INCLUDED IN OTHER REPORTABLE COMP: BRENT BEASLEY: $153,000 PART I, LINE 7 THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE RETENTION, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS. SCHEDULE J, PART II CHARLES ROBB, MELINDA ESTES, MICHAEL WEAVER, JULIE QUIRIN, AND MATTHEW DEEDY DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. JOHN HELZBERG AND ALISON SCHOLES DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OF THE ORGANIZATION BUT RECEIVED COMPENSATION FOR SERVICES RENDERED AS AN EMPLOYEE OF THE ORGANIZATION. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR LEONARDO LOZADA, JOSEPH STASI, BRENT BEASLEY, STEPHEN TAKACS AND JAMIE ALLEN IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. HAROLD MORRIS FAMILY MEMBER OF MELINDA ESTES, FORMER OFFICER OF THE ORGANIZATION 117326 EMPLOYEE COMPENSATION PAID BY THE ORGANIZATION 0 FORM 990, PART III, LINE 3 AT DECEMBER 31, 2016, THE ORGANIZATION TRANSFERRED ITS SINGLE MEMBER LLC SUBSIDIARY WHICH OPERATES EMPLOYED PHYSICIAN SERVICES TO A TAX-EXEMPT AFFILIATE, SAINT LUKE'S PHYSICIAN GROUP INC, IN CONNECTION WITH SYSTEM-WIDE CONSOLIDATION OF EMPLOYED PHYSICIAN ACTIVITIES. FORM 990, PART V, LINE 1A, NUMBER REPORTED IN BOX 3 OF FORM 1096 ST LUKES HOSPITAL OF KANSAS CITY (SLH) IS PART OF SAINT LUKE'S HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM. THE MAJORITY OF SLH VENDORS ARE PAID THROUGH A CENTRALIZED PAYMENT SYSTEM WITH 1099S ISSUED BY THE CENTRALIZED SERVICE ENTITY FORM 990, PART VI, SECTION A, LINE 2 CHARLES ROBB, MATTHEW DEEDY, AND LEONARDO LOZADA HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE DIRECTORS, OFFICERS, AND/OR EMPLOYEES OF AFFILIATED TAX-EXEMPT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO MODIFY THE TERM LIMITS AND ADD AN AGE LIMIT FOR ITS BOARD MEMBERS. THE BYLAWS WERE ALSO AMENDED TO RECOGNIZE THE MERGER OF A TAX-EXEMPT AFFILIATE, CRITTENTON, INTO THE ORGANIZATION BY ESTABLISHING A STANDING COMMITTEE OF THE BOARD TO PRESERVE EXPERTISE FOR ADOLESCENT AND FAMILY MENTAL HEALTH CARE AND OVERSEE THE OPERATION, REGULATION AND MANAGEMENT OF THE CRITTENTON DIVISION. THE CHAIRPERSON OF THE CRITTENTON COMMITTEE IS AN EX-OFFICIO MEMBER OF THE SAINT LUKE'S HOSPITAL OF KANSAS CITY BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER IS SAINT LUKE'S HEALTH SYSTEM, A 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS ELECTED BY THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS SPECIFIED RESERVE POWERS OVER MAJOR DECISIONS SUCH AS AMENDMENTS TO ARTICLES AND BYLAWS, APPOINTMENT & REMOVAL OF DIRECTORS AND THE CEO, DEBT, BUDGETS, CAPITAL EXPENDITURES, POLICIES APPLICABLE TO THE ORGANIZATION, AND STRATEGIC OPERATING DECISIONS. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE SOLE MEMBER ALSO PROVIDES VARIOUS MANAGEMENT AND SUPPORT FUNCTIONS TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED JOINTLY BY ACCOUNTING STAFF OF THE ENTITY AND SAINT LUKE'S HEALTH SYSTEM (SYSTEM) TAX STAFF. THE RETURN IS REVIEWED BY THE ENTITY'S CFO OR CEO BEFORE FILING. A SUMMARY OF KEY 990 INFORMATION WAS PRESENTED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND THE 990 DRAFT WAS MADE AVAILABLE TO THE COMMITTEE FOR REVIEW. THE 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C SAINT LUKE'S HEALTH SYSTEM AND ITS AFFILIATES, INCLUDING THE FILING ORGANIZATION, HAVE COMPREHENSIVE WRITTEN CONFLICT OF INTEREST POLICIES 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. THE SYSTEM VICE PRESIDENT OF INTERNAL AUDIT REVIEWS COMPLETED QUESTIONNAIRES AND FURTHER INVESTIGATES POSSIBLE CONFLICTS OF INTEREST. A REPORT IS PROVIDED TO THE AUDIT COMMITTEE OF THE SYSTEM BOARD OF DIRECTORS AND ANY IDENTIFIED CONFLICT OF INTEREST IS REPORTED TO THE APPLICABLE ENTITY. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVES AND OFFICERS. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSPHY 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND AMENDMENTS THERETO ARE AVAILABLE THROUGH THE SECRETARY OF STATE. THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF SAINT LUKE'S HEALTH SYSTEM INC THAT ARE AVAILABLE THROUGH EMMA AND ARE ATTACHED TO THIS RETURN. THE ORGANIZATION'S OTHER GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, LINE 16B, JOINT VENTURES THE ORGANIZATION PARTICIPATES IN JOINT VENTURES ESTABLISHED SEVERAL YEARS AGO. THE ORGANIZATION'S PROCEDURES INCLUDE OVERSIGHT AND REVIEW OF ANY JOINT VENTURES TO ENSURE EXEMPT STATUS IS PROTECTED. THE ORGANIZATION HAS MAJORITY CONTROL AND OPERATING AGREEMENT REQUIREMENTS FOR THE VENTURE TO OPERATE IN A MANNER CONSISTENT WITH THE ORGANIZATION'S EXEMPT MISSION AND FOR THE VENTURE TO NOT ENGAGE IN POLITICAL CANDIDATE CAMPAIGN ACTIVITY OR OTHER ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S EXEMPTION. FORM 990, PART VII, COLUMN E DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. CHARLES ROBB, MELINDA ESTES, MICHAEL WEAVER, JULIE QUIRIN, AND MATTHEW DEEDY DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. JOHN HELZBERG AND ALISON SCHOLES DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OF THE ORGANIZATION BUT RECEIVED COMPENSATION FOR SERVICES RENDERED AS AN EMPLOYEE OF THE ORGANIZATION. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR LEONARDO LOZADA, JOSEPH STASI, BRENT BEASLEY, STEPHEN TAKACS AND JAMIE ALLEN IS FOR SERVICES RENDERED TO THE FILING AND RELATED ORGANIZATIONS. FORM 990, PART X, BALANCE SHEET, LINE 20, TAX EXEMPT BOND LIABILITIES THE AMOUNT REPORTED AS TAX-EXEMPT BONDS IS THE PORTION OF SAINT LUKE'S HEALTH SYSTEM BONDS ALLOCATED TO ST LUKES HOSPITAL OF KANSAS CITY. REQUIRED INFORMATION FOR THE BONDS, INCLUDING SCHEDULE K, IS REPORTED IN THE SAINT LUKE'S HEALTH SYSTEM (EIN: 43-1747502) IRS FORM 990. FORM 990, PART XI, LINE 9: PENSION SETTLEMENT/LIABILITY TRANSFER 671,753. TRANSFER FROM RESTRICTED ACCTS NOT RECORDED IN OPERATING ACCTS -551,250. CHANGE IN THE BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 2,081,749. RDG -4. TRANSFER OF MEI ASSETS DUE TO DISSOLUTION -1,465,895. MERGER OF CRITTENTON 24,272,475. NET ASSET TRANSFER OF SLPG II TO SLPG -10,747,962. 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THE SYSTEM MANAGES AND OPERATES RELATED HOSPITALS AND THEIR AFFILIATES AS A COMMON MISSION ORIENTED HEALTH CARE SYSTEM IN ORDER TO BETTER SERVE THE HEALTH-RELATED NEEDS OF GREATER KANSAS CITY AND SURROUNDING AREAS. AS A RESULT, THERE ARE NUMEROUS INTERCOMPANY INTERACTIONS INCLUDING CENTRALIZED SUPPORT SERVICES AND SHARING OF RESOURCES AND COSTS.